Skip to main content

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
AdvisorNet Financial, Inc429$11.3K0.00%+34+8.6%Added
Ronald Blue Trust, Inc.483$10.0K0.00%+275+132.2%Added
Massmutual Trust Co FSB329$9.00K0.00%−92−21.9%Reduced
Focused Wealth Management, Inc339$8.95K0.00%+4+1.2%Added
RWM Asset Management, LLC320$8.44K0.00%+320New
JJJ Advisors Inc.281$8.39K0.00%−149−34.7%Reduced
JFS Wealth Advisors, LLC316$8.34K0.00%+19+6.4%Added
Versant Capital Management, Inc286$7.54K0.00%+256+853.3%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.270$7.00K0.06%−280−50.9%Reduced
Key Financial Inc291$6.26K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC217$5.72K0.00%+98+82.4%Added
City Holding Co210$5.54K0.00%00.0%Unchanged
Leonteq Securities AG199$5.25K0.00%−440−68.9%Reduced
Farmers & Merchants Investments Inc191$5.04K0.00%00.0%Unchanged
KB Financial Partners, LLC176$5.00K0.00%00.0%Unchanged
MV Capital Management, Inc.188$4.96K0.00%+29+18.2%Added
West Branch Capital LLC181$4.78K0.00%00.0%Unchanged
Earnest Partners LLC174$4.59K0.00%00.0%Unchanged
Rise Advisors, LLC168$4.43K0.00%+1+0.6%Added
Manchester Capital Management LLC132$3.48K0.00%−100−43.1%Reduced
Ancora Advisors, LLC125$3.00K0.00%00.0%Unchanged
Schubert & Co105$2.77K0.00%−25−19.2%Reduced
Bell Investment Advisors, Inc105$2.77K0.00%+39+59.1%Added
Cassady Schiller Wealth Management, LLC105$2.77K0.00%+105New
McIlrath & Eck, LLC100$2.64K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.95$2.51K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC87$2.29K0.00%−7−7.4%Reduced
Leelyn Smith, LLC80$2.11K0.00%−120−60.0%Reduced
TCI Wealth Advisors, Inc.78$2.06K0.00%−233−74.9%Reduced
Baystate Wealth Management LLC71$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.65$1.72K0.00%+9+16.1%Added
Comerica Securities,inc.64$1.71K0.00%+64New
M&R Capital Management Inc58$1.55K0.00%+58New
Ellevest, Inc.58$1.53K0.00%−329−85.0%Reduced
Disciplined Investments, LLC50$1.32K0.00%−10−16.7%Reduced
My Personal CFO, LLC44$1.16K0.00%+44New
Raffa Wealth Management, LLC43$1.13K0.00%00.0%Unchanged
Heritage Wealth Management, LLC42$1.11K0.00%+21+100.0%Added
Lazard Asset Management LLC38$1.00K0.00%+38New
Sofos Investments, Inc.26$9460.01%+26New
New Millennium Group LLC35$9230.00%+35New
SRS Capital Advisors, Inc.32$8440.00%+32New
TFC Financial Management31$8180.00%00.0%Unchanged
Eagle Bay Advisors LLC27$7120.00%−1,300−98.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC24$6330.00%−34−58.6%Reduced
Beaird Harris Wealth Management, LLC23$6070.00%+23New
Stonebridge Capital Advisors LLC15$3960.00%+15New
Prestige Wealth Management Group LLC14$3740.00%00.0%Unchanged
Evermay Wealth Management LLC14$3690.00%+14New
Abound Wealth Management12$3210.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC11$2930.00%00.0%Unchanged
Addison Advisors LLC6$1580.00%00.0%Unchanged
Colonial Trust Advisors6$1580.00%+6New
Bartlett & Co. LLC11$00.00%00.0%Unchanged
American National Bank11––+11New
Balyasny Asset Management LLC0$00.00%−1,266,637−100.0%Sold out
PEAK6 Investments LLC0$00.00%−506,919−100.0%Sold out
Churchill Management Corp0$00.00%−365,511−100.0%Sold out
Cypress Capital Management LLC0$00.00%−267,036−100.0%Sold out
Price Jennifer C.0$00.00%−217,530−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−131,119−100.0%Sold out
Natixis0$00.00%−125,661−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−122,272−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−118,581−100.0%Sold out
Te Ahumairangi Investment Management Ltd0$00.00%−115,771−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−100,096−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−55,000−100.0%Sold out
Robinson Value Management, Ltd.0$00.00%−52,678−100.0%Sold out
Magnetar Financial LLC0$00.00%−50,059−100.0%Sold out
Millennium Management LLC0$00.00%−49,976−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−46,969−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−34,522−100.0%Sold out
Quantamental Technologies LLC0$00.00%−28,539−100.0%Sold out
SRN Advisors, LLC0$00.00%−27,210−100.0%Sold out
Fayez Sarofim & Co0$00.00%−26,645−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−26,583−100.0%Sold out
Verition Fund Management LLC0$00.00%−23,874−100.0%Sold out
Kinneret Advisory, LLC0$00.00%−22,731−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−22,324−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−19,817−100.0%Sold out
XTX Topco Ltd0$00.00%−16,946−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−15,896−100.0%Sold out
Virtu Financial LLC0$00.00%−14,189−100.0%Sold out
CSS LLC0$00.00%−14,000−100.0%Sold out
CWM Advisors, LLC0$00.00%−13,648−100.0%Sold out
SEI Investments Co0$00.00%−13,628−100.0%Sold out
Horizon Investments, LLC0$00.00%−13,368−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−12,210−100.0%Sold out
HighTower Trust Services, LTA0$00.00%−10,678−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−10,140−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−9,692−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−9,320−100.0%Sold out
Ieq Capital, LLC0$00.00%−9,327−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−9,185−100.0%Sold out
Meeder Asset Management Inc0$00.00%−7,556−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−4,114−100.0%Sold out
Kistler-Tiffany Companies, LLC0$00.00%−3,105−100.0%Sold out
Sentry Investment Management LLC0$00.00%−1,662−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−1,459−100.0%Sold out
EdgeRock Capital LLC0$00.00%−820−100.0%Sold out