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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.

Institutional holdersQ4 2022: 555 institutions
Q1 2021: 549 institutionsQ2 2021: 576 institutionsQ3 2021: 540 institutionsQ4 2021: 582 institutionsQ1 2022: 577 institutionsQ2 2022: 542 institutionsQ3 2022: 528 institutionsQ4 2022: 555 institutionsQ1 2023: 558 institutionsQ2 2023: 535 institutionsQ3 2023: 537 institutionsQ4 2023: 565 institutionsQ1 2024: 595 institutionsQ2 2024: 581 institutionsQ3 2024: 558 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 567 institutionsQ3 2025: 591 institutionsQ4 2025: 576 institutionsQ1 2026: 611 institutionsQ2 2026: 669 institutions
Value heldQ4 2022: $6.29B
Q1 2021: $6.68BQ2 2021: $7.19BQ3 2021: $6.56BQ4 2021: $7.26BQ1 2022: $6.16BQ2 2022: $5.28BQ3 2022: $4.94BQ4 2022: $6.29BQ1 2023: $6.33BQ2 2023: $6.25BQ3 2023: $5.45BQ4 2023: $6.50BQ1 2024: $7.40BQ2 2024: $5.73BQ3 2024: $5.37BQ4 2024: $5.59BQ1 2025: $5.46BQ2 2025: $6.77BQ3 2025: $6.22BQ4 2025: $6.60BQ1 2026: $6.81BQ2 2026: $9.06B
Institutions holding BEN and their total value by quarter
QuarterHoldersValue
Q2 2026669$9.06B
Q1 2026611$6.81B
Q4 2025576$6.60B
Q3 2025591$6.22B
Q2 2025567$6.77B
Q1 2025563$5.46B
Q4 2024566$5.59B
Q3 2024558$5.37B
Q2 2024581$5.73B
Q1 2024595$7.40B
Q4 2023565$6.50B
Q3 2023537$5.45B
Q2 2023535$6.25B
Q1 2023558$6.33B
Q4 2022555$6.29B
Q3 2022528$4.94B
Q2 2022542$5.28B
Q1 2022577$6.16B
Q4 2021582$7.26B
Q3 2021540$6.56B
Q2 2021576$7.19B
Q1 2021549$6.68B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2022.

Institutions holding BEN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wagner Wealth Management, LLC90,997$2.40M1.49%+23,661+35.1%Added
Retirement Systems of Alabama91,003$2.40M0.01%−3,348−3.5%Reduced
DnB Asset Management AS91,137$2.40M0.02%−2,883−3.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)91,599$2.42M0.01%−11,615−11.3%Reduced
Arnhold LLC94,216$2.49M0.30%00.0%Unchanged
Russell Investments Group, Ltd.93,732$2.49M0.01%−17,946−16.1%Reduced
Amalgamated Bank95,230$2.51M0.02%+23,760+33.2%Added
AIMZ Investment Advisors, LLC95,505$2.52M1.19%−6,776−6.6%Reduced
Alaska Permanent Fund Corp95,600$2.52M0.04%00.0%Unchanged
Ossiam96,157$2.54M0.07%+91,803+2,108.5%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund96,753$2.55M0.04%−42,900−30.7%Reduced
Kinloch Capital, LLC99,086$2.61M1.52%+3,547+3.7%Added
Unison Advisors LLC98,089$2.62M0.34%+1,261+1.3%Added
Gries Financial LLC99,976$2.64M0.88%+32,964+49.2%Added
Stamos Capital Partners, L.P.101,470$2.68M0.85%+69,750+219.9%Added
Voya Investment Management LLC102,045$2.69M0.00%−43,198−29.7%Reduced
USS Investment Management Ltd103,147$2.72M0.04%+49,609+92.7%Added
Worldquant Millennium Advisors LLC104,057$2.75M0.06%+104,057New
Susquehanna International Group, LLP106,091$2.80M0.01%+6,606+6.6%Added
Freestone Capital Holdings, LLC108,880$2.87M0.13%−24,281−18.2%Reduced
Rafferty Asset Management, LLC109,361$2.88M0.02%−4,813−4.2%Reduced
Auxier Asset Management110,973$2.93M0.51%−18,700−14.4%Reduced
Nisa Investment Advisors, LLC112,451$2.97M0.02%+4,131+3.8%Added
Poehling Capital Management, LLC115,242$3.04M1.14%+2,898+2.6%Added
Keystone Financial Planning, Inc.116,978$3.09M1.04%−318−0.3%Reduced
American Financial Group Inc119,150$3.14M1.05%00.0%Unchanged
Commerce Bank119,720$3.16M0.03%−7,392−5.8%Reduced
Asset Management One Co.,Ltd.118,422$3.18M0.02%−8,166−6.5%Reduced
DekaBank Deutsche Girozentrale121,890$3.25M0.01%+4,751+4.1%Added
Treasurer of the State of North Carolina123,864$3.27M0.02%+1,580+1.3%Added
Altrius Capital Management Inc124,655$3.29M1.03%+72+0.1%Added
Schroder Investment Management Group124,711$3.29M0.01%−177,256−58.7%Reduced
Ensign Peak Advisors, Inc126,159$3.33M0.01%+45,665+56.7%Added
Systematic Alpha Investments, LLC126,200$3.33M0.17%00.0%Unchanged
Advisor Group Holdings, Inc.126,992$3.35M0.01%+11,080+9.6%Added
CIBC World Markets Corp128,042$3.38M0.02%+81,132+173.0%Added
Cinctive Capital Management LP130,131$3.43M0.18%+130,131New
Janus Henderson Group PLC130,904$3.45M0.00%−134,238−50.6%Reduced
Pictet Asset Management SA138,091$3.64M0.01%−774−0.6%Reduced
Creative Planning138,261$3.65M0.01%+3,857+2.9%Added
Baird Financial Group, Inc.138,375$3.65M0.01%+981+0.7%Added
Ally Financial Inc.140,000$3.69M0.58%00.0%Unchanged
Comerica Bank130,196$3.88M0.03%+13,091+11.2%Added
Mn Services Vermogensbeheer B.V.147,288$3.88M0.04%−17,300−10.5%Reduced
Toronto Dominion Bank147,789$3.90M0.01%+21,261+16.8%Added
Korea Investment CORP147,891$3.90M0.01%−35,748−19.5%Reduced
RK Asset Management, LLC150,554$3.97M3.81%+150,554New
KWMG, LLC151,114$3.99M0.57%+5,179+3.5%Added
State of Wisconsin Investment Board151,756$4.00M0.01%−25,197−14.2%Reduced
Envestnet Asset Management Inc151,901$4.01M0.00%−1,246−0.8%Reduced
Public Employees Retirement System of Ohio159,581$4.21M0.02%−954−0.6%Reduced
LMR Partners LLP159,988$4.22M0.10%+159,988New
State of New Jersey Common Pension Fund D161,941$4.27M0.02%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.164,032$4.33M0.02%−10,371−5.9%Reduced
Forsta Ap-Fonden168,500$4.45M0.05%+30,700+22.3%Added
Uncommon Cents Investing LLC168,610$4.45M1.64%−1,465−0.9%Reduced
Stifel Financial Corp169,720$4.48M0.01%+42,032+32.9%Added
Holocene Advisors, LP171,597$4.53M0.03%+132,439+338.2%Added
Erste Asset Management GmbH181,400$4.87M0.10%00.0%Unchanged
Bridgewater Associates, LP188,518$4.97M0.03%+64,647+52.2%Added
Prana Capital Management, LP194,232$5.12M0.39%+194,232New
Gotham Asset Management, LLC211,442$5.58M0.16%−56,775−21.2%Reduced
Mitsubishi UFJ Trust & Banking Corp223,632$5.90M0.02%−20,448−8.4%Reduced
KBC Group NV223,994$5.91M0.03%+65,387+41.2%Added
Healthcare of Ontario Pension Plan Trust Fund224,000$5.91M0.03%+126,484+129.7%Added
BancorpSouth Bank228,653$6.03M0.56%+619+0.3%Added
Robeco Institutional Asset Management B.V.240,661$6.35M0.02%−66,745−21.7%Reduced
Chatham Capital Group, Inc.248,482$6.55M1.54%00.0%Unchanged
Bank of Montreal249,079$6.59M0.01%+77,876+45.5%Added
WSFS Capital Management, LLC250,786$6.62M0.72%+250,786New
Manufacturers Life Insurance Company, The253,791$6.70M0.00%+13,991+5.8%Added
Ameriprise Financial Inc254,714$6.72M0.00%−1,748−0.7%Reduced
Wells Fargo & Company273,558$7.22M0.00%−35,607−11.5%Reduced
Cetera Investment Advisers280,540$7.40M0.07%−167−0.1%Reduced
ARGI Investment Services, LLC286,086$7.55M0.24%+21,486+8.1%Added
Adage Capital Partners GP, L.L.C.289,000$7.62M0.02%−400−0.1%Reduced
Sound Income Strategies, LLC289,658$7.64M0.97%+31,692+12.3%Added
BNP Paribas Arbitrage, SA301,221$7.95M0.02%+27,748+10.1%Added
Yousif Capital Management, LLC305,296$8.05M0.11%+16,086+5.6%Added
Wallace Capital Management Inc.317,877$8.39M1.31%−20,456−6.0%Reduced
D. E. Shaw & Co., Inc.321,184$8.47M0.01%+171,170+114.1%Added
New York State Common Retirement Fund328,149$8.66M0.01%+7,777+2.4%Added
State Board of Administration of Florida Retirement System328,190$8.66M0.02%−8,110−2.4%Reduced
FMR LLC331,350$8.74M0.00%−74,119−18.3%Reduced
New York State Teachers Retirement System337,364$8.90M0.02%+790.0%Added
Great West Life Assurance Co345,898$9.16M0.02%−37,782−9.8%Reduced
Principal Financial Group Inc364,888$9.63M0.01%−29,919−7.6%Reduced
Alliancebernstein L.P.369,027$9.73M0.00%−5,684−1.5%Reduced
Schaper Benz & Wise Investment Counsel Inc370,074$9.76M1.04%−14,410−3.7%Reduced
Citigroup Inc370,981$9.79M0.01%+2,922+0.8%Added
Virginia Retirement Systems Et Al390,800$10.3M0.11%−10,200−2.5%Reduced
HSBC Holdings PLC396,689$10.5M0.01%+155,494+64.5%Added
Biechele Royce Advisors397,766$10.5M4.28%+8,449+2.2%Added
CBOE Vest Financial, LLC400,502$10.6M1.67%+41,621+11.6%Added
JPMorgan Chase & Co402,997$10.6M0.00%−96,845−19.4%Reduced
Citadel Advisors LLC406,766$10.7M0.01%+136,085+50.3%Added
Squarepoint Ops LLC407,081$10.7M0.08%+316,711+350.5%Added
Janney Montgomery Scott LLC419,839$11.1M0.04%+90,558+27.5%Added
Guggenheim Capital LLC456,325$12.0M0.11%+41,721+10.1%Added
Commonwealth Equity Services, LLC459,465$12.1M0.03%+9,296+2.1%Added