Franklin Templeton Inc
BEN- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000038777
No open-market purchases or sales by Franklin Templeton Inc insiders were filed in the last 90 days; 669 institutions reported holding it in 13F filings for Q2 2026, worth $9.06B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Franklin Templeton Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 555
- +33 vs. Q3 2022
- Shares held
- 238.1M
- +9.62M (+4.2%) vs. Q3 2022
- Total value
- $6.29B
- +$1.36B (+27.7%) vs. Q3 2022
- New holders
- 89
- 208 more added
- Sold out
- 56
- 175 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 669 | $9.06B |
| Q1 2026 | 611 | $6.81B |
| Q4 2025 | 576 | $6.60B |
| Q3 2025 | 591 | $6.22B |
| Q2 2025 | 567 | $6.77B |
| Q1 2025 | 563 | $5.46B |
| Q4 2024 | 566 | $5.59B |
| Q3 2024 | 558 | $5.37B |
| Q2 2024 | 581 | $5.73B |
| Q1 2024 | 595 | $7.40B |
| Q4 2023 | 565 | $6.50B |
| Q3 2023 | 537 | $5.45B |
| Q2 2023 | 535 | $6.25B |
| Q1 2023 | 558 | $6.33B |
| Q4 2022 | 555 | $6.29B |
| Q3 2022 | 528 | $4.94B |
| Q2 2022 | 542 | $5.28B |
| Q1 2022 | 577 | $6.16B |
| Q4 2021 | 582 | $7.26B |
| Q3 2021 | 540 | $6.56B |
| Q2 2021 | 576 | $7.19B |
| Q1 2021 | 549 | $6.68B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 2,179 | $57.5K | 0.00% | −880−28.8% | Reduced |
| Umb Bank N A | 2,209 | $58.0K | 0.00% | −500−18.5% | Reduced |
| Capital Analysts, LLC | 2,218 | $59.0K | 0.00% | +699+46.0% | Added |
| Private Trust Co NA | 2,275 | $60.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,265 | $60.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,383 | $62.0K | 0.01% | −1,717−41.9% | Reduced |
| Bank of New Hampshire | 2,420 | $64.0K | 0.02% | −2,710−52.8% | Reduced |
| NVWM, LLC | 2,400 | $64.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,438 | $64.3K | 0.00% | −72−2.9% | Reduced |
| Money Concepts Capital Corp | 2,476 | $65.3K | 0.00% | +2,021+444.2% | Added |
| EWG Elevate Inc. | 2,583 | $68.1K | 0.03% | +2,583 | New |
| CoreCap Advisors, LLC | 2,629 | $69.4K | 0.00% | +2,629 | New |
| Harvest Fund Management Co., Ltd | 2,729 | $72.0K | 0.02% | +455+20.0% | Added |
| Zullo Investment Group, Inc. | 2,763 | $72.9K | 0.04% | +61+2.3% | Added |
| Bessemer Group Inc | 2,740 | $73.0K | 0.00% | −1,161−29.8% | Reduced |
| Pathstone Family Office, LLC | 14,840 | $74.2K | 0.00% | +14,840 | New |
| Newbridge Financial Services Group, Inc. | 2,837 | $74.8K | 0.04% | +1,595+128.4% | Added |
| Northwest Investment Counselors, LLC | 2,874 | $75.8K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,000 | $79.1K | 0.03% | +3,000 | New |
| Coppell Advisory Solutions Corp. | 3,000 | $79.1K | 0.03% | +3,000 | New |
| Caldwell Trust Co | 3,009 | $79.4K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,130 | $82.6K | 0.00% | +3,130 | New |
| Quadrant Capital Group LLC | 3,221 | $85.0K | 0.01% | +155+5.1% | Added |
| Independence Bank of Kentucky | 4,000 | $106.0K | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4,088 | $107.8K | 0.00% | −800−16.4% | Reduced |
| AIA Group Ltd | 4,170 | $110.0K | 0.01% | +4,170 | New |
| Huntington National Bank | 4,683 | $123.5K | 0.00% | −3,522−42.9% | Reduced |
| Parallel Advisors, LLC | 5,171 | $136.4K | 0.01% | −965−15.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,303 | $140.0K | 0.00% | +63+1.2% | Added |
| Rockefeller Capital Management L.P. | 5,698 | $150.0K | 0.00% | −200−3.4% | Reduced |
| AXS Investments LLC | 5,755 | $151.8K | 0.05% | +5,755 | New |
| Covestor Ltd | 5,921 | $156.0K | 0.13% | +531+9.9% | Added |
| Ci Investments Inc. | 5,957 | $157.0K | 0.00% | +275+4.8% | Added |
| Whittier Trust Co | 6,335 | $167.1K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 6,735 | $178.0K | 0.13% | 00.0% | Unchanged |
| Vestcor Inc | 7,095 | $187.0K | 0.01% | +49+0.7% | Added |
| Tower Research Capital LLC (TRC) | 7,457 | $197.0K | 0.01% | −11,097−59.8% | Reduced |
| Fundamentun, LLC | 7,689 | $202.9K | 0.04% | +7,689 | New |
| Smith Shellnut Wilson LLC | 7,751 | $204.5K | 0.13% | +7,751 | New |
| Pacer Advisors, Inc. | 7,778 | $205.2K | 0.00% | −266,529−97.2% | Reduced |
| Proequities, Inc. | 7,726 | $206.1K | 0.02% | −291−3.6% | Reduced |
| Chicago Capital, LLC | 8,004 | $211.1K | 0.01% | +8,004 | New |
| Eschler Asset Management LLP | 8,098 | $213.6K | 0.40% | +8,098 | New |
| Banque Cantonale Vaudoise | 8,125 | $214.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8,119 | $214.0K | 0.12% | +8,119 | New |
| Allworth Financial LP | 8,245 | $217.5K | 0.00% | −2,102−20.3% | Reduced |
| National Bank of Canada | 8,285 | $218.6K | 0.00% | −587,803−98.6% | Reduced |
| Swiss Life Asset Management Ltd | 8,310 | $219.2K | 0.00% | +8,310 | New |
| Paragon Capital Management Ltd | 8,360 | $220.5K | 0.06% | +8,360 | New |
| New England Research & Management, Inc. | 8,375 | $221.0K | 0.13% | −7,610−47.6% | Reduced |
| Seeyond | 8,388 | $221.3K | 0.02% | −15,975−65.6% | Reduced |
| Steel Peak Wealth Management LLC | 8,340 | $222.5K | 0.02% | +8,340 | New |
| Prentice Wealth Management LLC | 8,485 | $223.8K | 0.11% | −2,800−24.8% | Reduced |
| Peapack Gladstone Financial Corp | 8,515 | $225.0K | 0.00% | +8,515 | New |
| Van Eck Associates Corp | 8,586 | $226.0K | 0.00% | +457+5.6% | Added |
| M&T Bank Corp | 8,579 | $226.7K | 0.00% | −1,026−10.7% | Reduced |
| D.A. Davidson & Co. | 8,612 | $227.2K | 0.00% | +8,612 | New |
| Ropes Wealth Advisors LLC | 8,700 | $229.5K | 0.04% | +8,700 | New |
| Quantbot Technologies LP | 8,835 | $233.1K | 0.02% | −130,340−93.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,899 | $234.8K | 0.10% | +8,899 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,904 | $234.9K | 0.01% | −1,646−15.6% | Reduced |
| Synovus Financial Corp | 8,904 | $234.9K | 0.00% | −585−6.2% | Reduced |
| Atria Wealth Solutions, Inc. | 8,992 | $237.2K | 0.00% | −515−5.4% | Reduced |
| Fortis Capital Advisors, LLC | 9,000 | $237.4K | 0.14% | +9,000 | New |
| Stephens Inc | 9,003 | $237.5K | 0.00% | −41,268−82.1% | Reduced |
| NinePointTwo Capital | 9,150 | $241.0K | 0.10% | +9,150 | New |
| Wrapmanager Inc | 9,178 | $242.0K | 0.08% | +9,178 | New |
| US Bancorp | 9,442 | $249.1K | 0.00% | −3,888−29.2% | Reduced |
| Belpointe Asset Management LLC | 9,525 | $251.3K | 0.02% | +9,525 | New |
| Lumature Wealth Partners, LLC | 9,564 | $252.3K | 0.14% | −389−3.9% | Reduced |
| Evergreen Capital Management LLC | 9,531 | $252.3K | 0.01% | +9,531 | New |
| Global Assets Advisory, LLC | 9,592 | $253.0K | 0.27% | −69−0.7% | Reduced |
| Yorktown Management & Research Co Inc | 9,600 | $253.2K | 0.31% | −1,000−9.4% | Reduced |
| Captrust Financial Advisors | 9,806 | $258.7K | 0.00% | −1,152−10.5% | Reduced |
| Brighton Jones LLC | 9,865 | $260.3K | 0.02% | +9,865 | New |
| Banque Pictet & Cie SA | 10,003 | $263.9K | 0.00% | +10,003 | New |
| Nomura Holdings Inc | 10,205 | $269.0K | 0.00% | −34,558−77.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,180 | $269.0K | 0.02% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 10,236 | $270.0K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment Corp | 10,280 | $271.0K | 0.02% | −2,668−20.6% | Reduced |
| United Services Automobile Association | 10,296 | $271.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,288 | $271.4K | 0.01% | +10,288 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,295 | $271.6K | 0.11% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10,335 | $272.6K | 0.14% | +10,335 | New |
| Astoria Portfolio Advisors LLC. | 9,213 | $276.8K | 0.13% | +9,213 | New |
| Cooper Financial Group | 10,561 | $278.6K | 0.09% | +10,561 | New |
| Greylin Investment Mangement Inc | 10,851 | $286.2K | 0.05% | −2,442−18.4% | Reduced |
| Boston Trust Walden Corp | 11,000 | $290.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 27,858 | $290.4K | 0.01% | +17,927+180.5% | Added |
| Federation des caisses Desjardins du Quebec | 11,036 | $291.1K | 0.00% | −250−2.2% | Reduced |
| Cerity Partners LLC | 11,036 | $291.6K | 0.00% | −3,689−25.1% | Reduced |
| First Republic Investment Management, Inc. | 11,070 | $292.0K | 0.00% | +11,070 | New |
| My Legacy Advisors, LLC | 8,797 | $292.7K | 0.12% | +8,797 | New |
| Verity Asset Management, Inc. | 11,098 | $292.8K | 0.25% | +138+1.3% | Added |
| Wealth Alliance Advisory Group, LLC | 11,259 | $297.0K | 0.11% | +11,259 | New |
| Farmers & Merchants Trust Co of Long Beach | 11,300 | $298.1K | 0.08% | +11,300 | New |
| Wesbanco Bank Inc | 11,310 | $299.0K | 0.01% | +11,310 | New |
| United Capital Financial Advisers, LLC | 11,356 | $299.6K | 0.00% | −12,141−51.7% | Reduced |
| Boston Private Wealth LLC | 11,561 | $305.0K | 0.00% | +40.0% | Added |
| E. Ohman J:or Asset Management AB | 11,600 | $306.0K | 0.01% | 00.0% | Unchanged |