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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 8,515 | $225.0K | 0.00% | +8,515 | New |
| Prentice Wealth Management LLC | 8,485 | $223.8K | 0.11% | −2,800−24.8% | Reduced |
| Steel Peak Wealth Management LLC | 8,340 | $222.5K | 0.02% | +8,340 | New |
| Seeyond | 8,388 | $221.3K | 0.02% | −15,975−65.6% | Reduced |
| New England Research & Management, Inc. | 8,375 | $221.0K | 0.13% | −7,610−47.6% | Reduced |
| Paragon Capital Management Ltd | 8,360 | $220.5K | 0.06% | +8,360 | New |
| Swiss Life Asset Management Ltd | 8,310 | $219.2K | 0.00% | +8,310 | New |
| National Bank of Canada | 8,285 | $218.6K | 0.00% | −587,803−98.6% | Reduced |
| Allworth Financial LP | 8,245 | $217.5K | 0.00% | −2,102−20.3% | Reduced |
| 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 |
| Eschler Asset Management LLP | 8,098 | $213.6K | 0.40% | +8,098 | New |
| Chicago Capital, LLC | 8,004 | $211.1K | 0.01% | +8,004 | New |
| Proequities, Inc. | 7,726 | $206.1K | 0.02% | −291−3.6% | Reduced |
| Pacer Advisors, Inc. | 7,778 | $205.2K | 0.00% | −266,529−97.2% | Reduced |
| Smith Shellnut Wilson LLC | 7,751 | $204.5K | 0.13% | +7,751 | New |
| Fundamentun, LLC | 7,689 | $202.9K | 0.04% | +7,689 | New |
| Tower Research Capital LLC (TRC) | 7,457 | $197.0K | 0.01% | −11,097−59.8% | Reduced |
| Vestcor Inc | 7,095 | $187.0K | 0.01% | +49+0.7% | Added |
| First National Bank of South Miami | 6,735 | $178.0K | 0.13% | 00.0% | Unchanged |
| Whittier Trust Co | 6,335 | $167.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,957 | $157.0K | 0.00% | +275+4.8% | Added |
| Covestor Ltd | 5,921 | $156.0K | 0.13% | +531+9.9% | Added |
| AXS Investments LLC | 5,755 | $151.8K | 0.05% | +5,755 | New |
| Rockefeller Capital Management L.P. | 5,698 | $150.0K | 0.00% | −200−3.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,303 | $140.0K | 0.00% | +63+1.2% | Added |
| Parallel Advisors, LLC | 5,171 | $136.4K | 0.01% | −965−15.7% | Reduced |
| Huntington National Bank | 4,683 | $123.5K | 0.00% | −3,522−42.9% | Reduced |
| AIA Group Ltd | 4,170 | $110.0K | 0.01% | +4,170 | New |
| Altshuler Shaham Ltd | 4,088 | $107.8K | 0.00% | −800−16.4% | Reduced |
| Independence Bank of Kentucky | 4,000 | $106.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,221 | $85.0K | 0.01% | +155+5.1% | Added |
| Advisors Asset Management, Inc. | 3,130 | $82.6K | 0.00% | +3,130 | New |
| Caldwell Trust Co | 3,009 | $79.4K | 0.01% | 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 |
| Northwest Investment Counselors, LLC | 2,874 | $75.8K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,837 | $74.8K | 0.04% | +1,595+128.4% | Added |
| Pathstone Family Office, LLC | 14,840 | $74.2K | 0.00% | +14,840 | New |
| Bessemer Group Inc | 2,740 | $73.0K | 0.00% | −1,161−29.8% | Reduced |
| Zullo Investment Group, Inc. | 2,763 | $72.9K | 0.04% | +61+2.3% | Added |
| Harvest Fund Management Co., Ltd | 2,729 | $72.0K | 0.02% | +455+20.0% | Added |
| CoreCap Advisors, LLC | 2,629 | $69.4K | 0.00% | +2,629 | New |
| EWG Elevate Inc. | 2,583 | $68.1K | 0.03% | +2,583 | New |
| Money Concepts Capital Corp | 2,476 | $65.3K | 0.00% | +2,021+444.2% | Added |
| Signaturefd, LLC | 2,438 | $64.3K | 0.00% | −72−2.9% | Reduced |
| NVWM, LLC | 2,400 | $64.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,420 | $64.0K | 0.02% | −2,710−52.8% | Reduced |
| Cutler Group LP | 2,383 | $62.0K | 0.01% | −1,717−41.9% | Reduced |
| 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 |
| Capital Analysts, LLC | 2,218 | $59.0K | 0.00% | +699+46.0% | Added |
| Umb Bank N A | 2,209 | $58.0K | 0.00% | −500−18.5% | Reduced |
| Geneos Wealth Management Inc. | 2,179 | $57.5K | 0.00% | −880−28.8% | Reduced |
| Sutton Wealth Advisors Inc. | 2,095 | $55.3K | 0.02% | +5+0.2% | Added |
| Anchor Investment Management, LLC | 2,065 | $54.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,895 | $50.0K | 0.04% | −229−10.8% | Reduced |
| Denali Advisors LLC | 1,800 | $47.5K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,700 | $44.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,653 | $43.6K | 0.02% | −4,240−71.9% | Reduced |
| Clear Street Markets LLC | 1,587 | $42.0K | 0.01% | +557+54.1% | Added |
| Global Retirement Partners, LLC | 1,574 | $41.5K | 0.00% | +204+14.9% | Added |
| Harbour Investments, Inc. | 1,520 | $40.1K | 0.00% | −205−11.9% | Reduced |
| Farther Finance Advisors, LLC | 1,508 | $39.8K | 0.02% | +1,508 | New |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $38.3K | 0.03% | +1,450 | New |
| CVA Family Office, LLC | 1,435 | $37.9K | 0.01% | +815+131.5% | Added |
| Private Ocean, LLC | 1,405 | $37.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,398 | $36.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,303 | $34.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,249 | $33.0K | 0.00% | +1,140+1,045.9% | Added |
| Washington Trust Co | 1,200 | $31.7K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,200 | $31.7K | 0.01% | +1,200 | New |
| TD Private Client Wealth LLC | 1,158 | $30.5K | 0.00% | +45+4.0% | Added |
| Lindbrook Capital, LLC | 1,140 | $30.1K | 0.00% | −2−0.2% | Reduced |
| Hexagon Capital Partners LLC | 1,098 | $29.0K | 0.01% | −1,679−60.5% | Reduced |
| Resurgent Financial Advisors LLC | 1,024 | $27.0K | 0.01% | +1,024 | New |
| RFP Financial Group LLC | 1,000 | $26.4K | 0.01% | +1,000 | New |
| Parkside Financial Bank & Trust | 904 | $23.8K | 0.01% | +45+5.2% | Added |
| Federated Hermes, Inc. | 881 | $23.2K | 0.00% | −5,838−86.9% | Reduced |
| Horan Securities, Inc. | 827 | $21.8K | 0.01% | +6+0.7% | Added |
| Baldwin Brothers Inc | 817 | $21.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 763 | $20.1K | 0.00% | +9+1.2% | Added |
| Red Cedar Capital, LLC | 670 | $18.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 670 | $18.0K | 0.00% | +670 | New |
| Global Trust Asset Management, LLC | 675 | $17.8K | 0.01% | −422−38.5% | Reduced |
| DuPont Capital Management Corp | 662 | $17.5K | 0.00% | +662 | New |
| Johnson Midwest Financial, LLC | 598 | $16.0K | 0.06% | +7+1.2% | Added |
| Sandy Spring Bank | 600 | $15.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 596 | $15.7K | 0.00% | −60−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 531 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 500 | $13.2K | 0.00% | +169+51.1% | Added |
| Front Row Advisors LLC | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $13.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $12.3K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 408 | $11.9K | 0.00% | +408 | New |
| Arlington Partners LLC | 447 | $11.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 439 | $11.6K | 0.00% | −3,044−87.4% | Reduced |