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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 2,168 | $58.4K | 0.00% | −97−4.3% | Reduced |
| Umb Bank N A | 2,209 | $59.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2,400 | $65.4K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,469 | $67.0K | 0.00% | +251+11.3% | Added |
| Desjardins Global Asset Management Inc. | 2,567 | $69.0K | 0.01% | +2,567 | New |
| Signaturefd, LLC | 2,599 | $70.0K | 0.00% | +161+6.6% | Added |
| Bessemer Group Inc | 2,630 | $71.0K | 0.00% | −110−4.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,729 | $74.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,994 | $80.7K | 0.00% | +815+37.4% | Added |
| Caldwell Trust Co | 3,009 | $81.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,175 | $85.5K | 0.01% | −46−1.4% | Reduced |
| Covestor Ltd | 3,464 | $93.0K | 0.08% | −2,457−41.5% | Reduced |
| Independence Bank of Kentucky | 4,000 | $107.8K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,264 | $114.9K | 0.00% | −6,772−61.4% | Reduced |
| Altshuler Shaham Ltd | 4,301 | $115.9K | 0.00% | +213+5.2% | Added |
| Kapitalo Investimentos Ltda | 4,362 | $117.5K | 0.04% | +4,362 | New |
| Huntington National Bank | 4,394 | $118.4K | 0.00% | −289−6.2% | Reduced |
| Harbor Capital Advisors, Inc. | 4,400 | $118.5K | 0.03% | +4,400 | New |
| Parallel Advisors, LLC | 4,887 | $131.7K | 0.00% | −284−5.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,295 | $143.0K | 0.00% | −8−0.2% | Reduced |
| Horizon Investments, LLC | 5,750 | $154.9K | 0.00% | +5,750 | New |
| Banque Cantonale Vaudoise | 5,825 | $157.0K | 0.01% | −2,300−28.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,874 | $158.2K | 0.02% | −12,293−67.7% | Reduced |
| Whittier Trust Co | 6,335 | $170.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,360 | $171.0K | 0.00% | +403+6.8% | Added |
| Ridgewood Investments LLC | 6,765 | $182.3K | 0.11% | −6,469−48.9% | Reduced |
| Itau Unibanco Holding S.A. | 6,778 | $182.6K | 0.01% | +6,778 | New |
| First National Bank of South Miami | 7,050 | $189.9K | 0.15% | +315+4.7% | Added |
| Vestcor Inc | 7,095 | $191.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,179 | $193.4K | 0.02% | +7,179 | New |
| Whittier Trust Co of Nevada Inc | 7,300 | $196.6K | 0.01% | −6,000−45.1% | Reduced |
| Van Eck Associates Corp | 7,316 | $197.0K | 0.00% | −1,270−14.8% | Reduced |
| Steel Peak Wealth Management LLC | 7,401 | $201.6K | 0.01% | −939−11.3% | Reduced |
| First Republic Investment Management, Inc. | 7,609 | $205.0K | 0.00% | −3,461−31.3% | Reduced |
| Smith Shellnut Wilson LLC | 7,626 | $205.4K | 0.12% | −125−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 7,744 | $208.6K | 0.00% | −3,612−31.8% | Reduced |
| Joule Financial, LLC | 7,774 | $209.4K | 0.11% | +7,774 | New |
| Industrial Alliance Investment Management Inc. | 7,932 | $214.0K | 0.01% | +7,932 | New |
| New England Research & Management, Inc. | 7,975 | $215.0K | 0.13% | −400−4.8% | Reduced |
| Chicago Capital, LLC | 8,004 | $215.6K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,085 | $217.8K | 0.10% | −400−4.7% | Reduced |
| Eschler Asset Management LLP | 8,098 | $218.2K | 0.17% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 8,105 | $218.3K | 0.18% | +8,105 | New |
| Indiana Trust & Investment Management CO | 8,119 | $218.7K | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,295 | $223.5K | 0.00% | +8,295 | New |
| Paragon Capital Management Ltd | 8,320 | $224.1K | 0.05% | −40−0.5% | Reduced |
| CPR Investments Inc. | 8,385 | $225.9K | 0.22% | +8,385 | New |
| D.A. Davidson & Co. | 8,468 | $228.2K | 0.00% | −144−1.7% | Reduced |
| Bank of Nova Scotia | 8,479 | $228.4K | 0.00% | −5,143−37.8% | Reduced |
| M&T Bank Corp | 8,471 | $228.5K | 0.00% | −108−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 8,515 | $229.0K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 8,600 | $231.7K | 0.04% | +8,600 | New |
| Proequities, Inc. | 8,554 | $233.0K | 0.02% | +828+10.7% | Added |
| Ropes Wealth Advisors LLC | 8,700 | $234.4K | 0.04% | 00.0% | Unchanged |
| Truadvice, LLC | 8,843 | $237.7K | 0.09% | +8,843 | New |
| Avantax Advisory Services, Inc. | 8,879 | $239.2K | 0.00% | +8,879 | New |
| Atria Wealth Solutions, Inc. | 8,879 | $239.2K | 0.00% | −113−1.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,899 | $239.7K | 0.09% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,904 | $239.9K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 8,940 | $240.8K | 0.06% | +8,940 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,966 | $241.5K | 0.01% | +62+0.7% | Added |
| Rodgers Brothers Inc. | 8,986 | $242.1K | 0.05% | −1,250−12.2% | Reduced |
| Fundamentun, LLC | 9,002 | $242.5K | 0.04% | +1,313+17.1% | Added |
| Ostrum Asset Management | 9,055 | $243.9K | 0.02% | +9,055 | New |
| Wellington Management Group LLP | 9,117 | $245.6K | 0.00% | −17,809−66.1% | Reduced |
| Metis Global Partners, LLC | 9,131 | $246.0K | 0.02% | +9,131 | New |
| Change Path, LLC | 9,179 | $247.0K | 0.01% | −30,843−77.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,169 | $247.0K | 0.01% | +1,712+23.0% | Added |
| Revisor Wealth Management LLC | 9,267 | $249.7K | 0.23% | +9,267 | New |
| Yorktown Management & Research Co Inc | 9,600 | $258.6K | 0.28% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,612 | $260.4K | 0.01% | +81+0.8% | Added |
| Lumature Wealth Partners, LLC | 9,703 | $261.4K | 0.15% | +139+1.5% | Added |
| Rothschild Investment Corp | 10,110 | $272.0K | 0.02% | −170−1.7% | Reduced |
| Virtu Financial LLC | 10,112 | $272.0K | 0.03% | +10,112 | New |
| Finer Wealth Management, Inc. | 10,106 | $272.3K | 0.23% | +10,106 | New |
| Ieq Capital, LLC | 10,127 | $272.8K | 0.01% | +10,127 | New |
| MML Investors Services, LLC | 10,142 | $273.0K | 0.00% | −4,650−31.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,148 | $273.0K | 0.02% | −32−0.3% | Reduced |
| Greylin Investment Mangement Inc | 10,226 | $275.5K | 0.05% | −625−5.8% | Reduced |
| Wesbanco Bank Inc | 10,255 | $276.0K | 0.01% | −1,055−9.3% | Reduced |
| My Legacy Advisors, LLC | 10,379 | $276.2K | 0.12% | +1,582+18.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,295 | $277.3K | 0.10% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,572 | $284.8K | 0.00% | −989−8.6% | Reduced |
| Fortis Capital Advisors, LLC | 10,589 | $285.3K | 0.15% | +1,589+17.7% | Added |
| Allworth Financial LP | 10,597 | $285.5K | 0.00% | +2,352+28.5% | Added |
| Angeles Wealth Management, LLC | 10,674 | $287.6K | 0.04% | −1,825−14.6% | Reduced |
| Jump Financial, LLC | 10,703 | $288.3K | 0.01% | −2,415−18.4% | Reduced |
| Advisory Services Network, LLC | 10,775 | $290.3K | 0.01% | −9,613−47.2% | Reduced |
| Boston Trust Walden Corp | 11,000 | $296.3K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 11,098 | $299.0K | 0.18% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,099 | $299.0K | 0.01% | +148+1.4% | Added |
| Sherbrooke Park Advisers LLC | 11,100 | $299.0K | 0.45% | +11,100 | New |
| Belpointe Asset Management LLC | 11,114 | $299.4K | 0.02% | +1,589+16.7% | Added |
| Eqis Capital Management, Inc. | 11,206 | $301.9K | 0.03% | −1,827−14.0% | Reduced |
| Autumn Glory Partners, LLC | 11,500 | $309.8K | 0.26% | +11,500 | New |
| E. Ohman J:or Asset Management AB | 11,600 | $312.5K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $312.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 11,778 | $317.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,812 | $318.2K | 0.03% | +11,812 | New |
| Balentine LLC | 11,838 | $318.9K | 0.01% | +218+1.9% | Added |