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, Q1 2023
Institutional positions in Franklin Templeton Inc as of Mar 31, 2023. 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
- 558
- +12 vs. Q4 2022
- Shares held
- 236.3M
- −1.24M (−0.5%) vs. Q4 2022
- Total value
- $6.33B
- +$54.4M (+0.9%) vs. Q4 2022
- New holders
- 75
- 196 more added
- Sold out
- 63
- 191 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $108 | 0.00% | +4 | New |
| Colonial Trust Advisors | 6 | $162 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 11 | $300 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $328 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $382 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $727 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $809 | 0.00% | −2−6.3% | Reduced |
| TFC Financial Management | 31 | $836 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 65 | $1.00K | 0.00% | +27+71.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 40 | $1.08K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 43 | $1.16K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 43 | $1.16K | 0.00% | +43 | New |
| Institutional & Family Asset Management, LLC | 55 | $1.48K | 0.00% | +55 | New |
| USA Financial Portformulas Corp | 56 | $1.51K | 0.00% | +56 | New |
| SJS Investment Consulting Inc. | 69 | $1.86K | 0.00% | +4+6.2% | Added |
| Baystate Wealth Management LLC | 72 | $1.96K | 0.00% | +1+1.4% | Added |
| Disciplined Investments, LLC | 74 | $1.99K | 0.00% | +24+48.0% | Added |
| TCI Wealth Advisors, Inc. | 78 | $2.10K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 87 | $2.34K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 95 | $2.57K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.69K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 110 | $2.96K | 0.00% | −1,985−94.7% | Reduced |
| Ancora Advisors, LLC | 125 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $3.37K | 0.00% | +20+19.0% | Added |
| Activest Wealth Management | 130 | $3.41K | 0.00% | +130 | New |
| Manchester Capital Management LLC | 132 | $3.56K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 140 | $3.77K | 0.00% | +82+141.4% | Added |
| Schubert & Co | 150 | $4.04K | 0.00% | +45+42.9% | Added |
| Rise Advisors, LLC | 168 | $4.53K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 174 | $4.69K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 181 | $4.88K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 205 | $5.52K | 0.00% | +205 | New |
| MV Capital Management, Inc. | 209 | $5.63K | 0.00% | +21+11.2% | Added |
| City Holding Co | 210 | $5.66K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 217 | $5.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 222 | $5.98K | 0.00% | +31+16.2% | Added |
| West Paces Advisors Inc. | 231 | $6.22K | 0.00% | +231 | New |
| Ahrens Investment Partners LLC | 240 | $6.47K | 0.00% | +240 | New |
| JJJ Advisors Inc. | 281 | $7.52K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 279 | $7.53K | 0.00% | +279 | New |
| Versant Capital Management, Inc | 286 | $7.70K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $7.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 300 | $8.08K | 0.00% | −16−5.1% | Reduced |
| 1832 Asset Management L.P. | 320 | $8.62K | 0.00% | +320 | New |
| Focused Wealth Management, Inc | 343 | $9.24K | 0.00% | +4+1.2% | Added |
| EverSource Wealth Advisors, LLC | 430 | $11.6K | 0.00% | −9−2.1% | Reduced |
| AdvisorNet Financial, Inc | 436 | $11.7K | 0.00% | +7+1.6% | Added |
| Arlington Partners LLC | 447 | $12.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $12.6K | 0.00% | 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 |
| City State Bank | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 538 | $14.0K | 0.00% | +55+11.4% | Added |
| Harbor Investment Advisory, LLC | 531 | $14.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 560 | $15.0K | 0.00% | −1,027−64.7% | Reduced |
| Denali Advisors LLC | 600 | $16.2K | 0.01% | −1,200−66.7% | Reduced |
| Sandy Spring Bank | 600 | $16.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 638 | $17.2K | 0.00% | −125−16.4% | Reduced |
| Johnson Midwest Financial, LLC | 650 | $17.5K | 0.03% | +52+8.7% | Added |
| Global Trust Asset Management, LLC | 675 | $18.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 699 | $18.8K | 0.00% | −459−39.6% | Reduced |
| Ellevest, Inc. | 702 | $18.9K | 0.00% | +644+1,110.3% | Added |
| Massmutual Trust Co FSB | 728 | $19.6K | 0.00% | +399+121.3% | Added |
| Baldwin Brothers Inc | 817 | $22.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 832 | $22.4K | 0.01% | +5+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 841 | $22.7K | 0.00% | +245+41.1% | Added |
| Federated Hermes, Inc. | 857 | $23.1K | 0.00% | −24−2.7% | Reduced |
| Grove Bank & Trust | 858 | $23.1K | 0.00% | +858 | New |
| Parkside Financial Bank & Trust | 941 | $25.4K | 0.01% | +37+4.1% | Added |
| Newbridge Financial Services Group, Inc. | 983 | $26.5K | 0.01% | −1,854−65.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $26.9K | 0.02% | +1,000 | New |
| Hexagon Capital Partners LLC | 1,033 | $27.8K | 0.01% | −65−5.9% | Reduced |
| Leonteq Securities AG | 1,089 | $29.3K | 0.00% | +890+447.2% | Added |
| Lindbrook Capital, LLC | 1,100 | $29.6K | 0.00% | −40−3.5% | Reduced |
| Washington Trust Co | 1,200 | $32.3K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,240 | $33.0K | 0.00% | +570+85.1% | Added |
| Central Trust Co | 1,298 | $35.0K | 0.00% | −100−7.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,303 | $35.1K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,405 | $37.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,435 | $38.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,446 | $39.0K | 0.01% | −62−4.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $39.1K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,627 | $40.9K | 0.00% | +53+3.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,536 | $41.4K | 0.00% | +1,536 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,559 | $42.0K | 0.00% | +1,535+6,395.8% | Added |
| Deseret Mutual Benefit Administrators | 1,653 | $44.5K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,700 | $45.8K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,770 | $47.7K | 0.01% | −1,104−38.4% | Reduced |
| Private Trust Co NA | 1,788 | $48.2K | 0.01% | −487−21.4% | Reduced |
| Harbour Investments, Inc. | 1,843 | $49.6K | 0.00% | +323+21.3% | Added |
| Clearview Wealth Advisors LLC | 1,911 | $51.5K | 0.05% | +16+0.8% | Added |
| Bank of New Hampshire | 1,920 | $51.7K | 0.02% | −500−20.7% | Reduced |
| Point72 Middle East FZE | 1,938 | $52.2K | 0.00% | +1,938 | New |
| ING Groep NV | 1,984 | $53.4K | 0.00% | −47,234−96.0% | Reduced |
| Tompkins Financial Corp | 2,000 | $53.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,065 | $55.6K | 0.01% | 00.0% | Unchanged |