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 |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 85,314 | $2.30M | 1.04% | −5,683−6.2% | Reduced |
| Arizona State Retirement System | 87,141 | $2.35M | 0.02% | +2,503+3.0% | Added |
| State of Michigan Retirement System | 87,195 | $2.35M | 0.02% | +1,100+1.3% | Added |
| Stratos Wealth Advisors, LLC | 89,626 | $2.41M | 0.19% | +3,096+3.6% | Added |
| Russell Investments Group, Ltd. | 92,086 | $2.45M | 0.00% | −1,646−1.8% | Reduced |
| Centiva Capital, LP | 92,371 | $2.49M | 0.14% | +92,371 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 92,558 | $2.49M | 0.01% | +959+1.0% | Added |
| Arnhold LLC | 94,216 | $2.54M | 0.29% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 94,523 | $2.55M | 1.14% | −982−1.0% | Reduced |
| Intech Investment Management LLC | 96,299 | $2.59M | 0.02% | +53,786+126.5% | Added |
| Wealthfront Advisers LLC | 96,686 | $2.60M | 0.01% | +8,096+9.1% | Added |
| Unison Advisors LLC | 99,080 | $2.70M | 0.30% | +991+1.0% | Added |
| USS Investment Management Ltd | 103,147 | $2.78M | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 103,214 | $2.78M | 0.02% | −303,867−74.6% | Reduced |
| Envestnet Asset Management Inc | 1,576,101 | $2.78M | 0.00% | +1,424,200+937.6% | Added |
| Voya Investment Management LLC | 107,681 | $2.90M | 0.00% | +5,636+5.5% | Added |
| Nisa Investment Advisors, LLC | 108,556 | $2.92M | 0.02% | −3,895−3.5% | Reduced |
| LPL Financial LLC | 109,476 | $2.95M | 0.00% | +28,627+35.4% | Added |
| Auxier Asset Management | 110,350 | $2.97M | 0.51% | −623−0.6% | Reduced |
| Rafferty Asset Management, LLC | 110,495 | $2.98M | 0.02% | +1,134+1.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 111,253 | $3.00M | 0.04% | +14,500+15.0% | Added |
| Stamos Capital Partners, L.P. | 112,150 | $3.02M | 0.78% | +10,680+10.5% | Added |
| Freestone Capital Holdings, LLC | 113,315 | $3.05M | 0.14% | +4,435+4.1% | Added |
| Poehling Capital Management, LLC | 114,027 | $3.07M | 1.04% | −1,215−1.1% | Reduced |
| Keystone Financial Planning, Inc. | 114,089 | $3.07M | 1.05% | −2,889−2.5% | Reduced |
| Asset Management One Co.,Ltd. | 119,120 | $3.21M | 0.01% | +698+0.6% | Added |
| American Financial Group Inc | 119,150 | $3.21M | 1.00% | 00.0% | Unchanged |
| Commerce Bank | 119,306 | $3.21M | 0.03% | −414−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 119,711 | $3.23M | 0.01% | −181,510−60.3% | Reduced |
| Kinloch Capital, LLC | 119,990 | $3.23M | 1.89% | +20,904+21.1% | Added |
| Advisor Group Holdings, Inc. | 125,096 | $3.37M | 0.01% | −1,896−1.5% | Reduced |
| Altrius Capital Management Inc | 126,095 | $3.40M | 1.04% | +1,440+1.2% | Added |
| Systematic Alpha Investments, LLC | 126,200 | $3.40M | 0.18% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 128,824 | $3.47M | 0.02% | +4,960+4.0% | Added |
| Swiss Life Asset Management Ltd | 129,765 | $3.49M | 0.05% | +121,455+1,461.6% | Added |
| Jane Street Group, LLC | 130,739 | $3.52M | 0.01% | +105,741+423.0% | Added |
| Stifel Financial Corp | 132,540 | $3.57M | 0.01% | −37,180−21.9% | Reduced |
| ExodusPoint Capital Management, LP | 132,996 | $3.58M | 0.04% | +132,996 | New |
| Gillson Capital LP | 134,878 | $3.63M | 0.30% | +134,878 | New |
| Toronto Dominion Bank | 136,247 | $3.67M | 0.01% | −11,542−7.8% | Reduced |
| Pictet Asset Management SA | 137,633 | $3.71M | 0.00% | −458−0.3% | Reduced |
| Creative Planning | 137,840 | $3.71M | 0.01% | −421−0.3% | Reduced |
| Ally Financial Inc. | 140,000 | $3.77M | 0.56% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 146,936 | $3.96M | 0.00% | +16,032+12.2% | Added |
| Mn Services Vermogensbeheer B.V. | 147,288 | $3.97M | 0.04% | 00.0% | Unchanged |
| RK Asset Management, LLC | 148,193 | $3.99M | 3.95% | −2,361−1.6% | Reduced |
| KWMG, LLC | 153,915 | $4.15M | 0.56% | +2,801+1.9% | Added |
| Cubist Systematic Strategies, LLC | 160,438 | $4.32M | 0.04% | +160,438 | New |
| State of New Jersey Common Pension Fund D | 161,941 | $4.36M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 163,449 | $4.40M | 0.01% | +37,290+29.6% | Added |
| AQR Capital Management LLC | 168,258 | $4.46M | 0.01% | −710,700−80.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 166,389 | $4.48M | 0.02% | +2,357+1.4% | Added |
| Uncommon Cents Investing LLC | 168,705 | $4.54M | 1.66% | +95+0.1% | Added |
| Canada Pension Plan Investment Board | 170,000 | $4.58M | 0.01% | +170,000 | New |
| Public Employees Retirement System of Ohio | 174,302 | $4.70M | 0.02% | +14,721+9.2% | Added |
| Erste Asset Management GmbH | 180,900 | $4.75M | 0.09% | −500−0.3% | Reduced |
| State of Wisconsin Investment Board | 190,946 | $5.14M | 0.02% | +39,190+25.8% | Added |
| Gotham Asset Management, LLC | 193,048 | $5.20M | 0.13% | −18,394−8.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 220,108 | $5.93M | 0.01% | −3,524−1.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 224,000 | $6.03M | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 224,624 | $6.06M | 0.00% | −24,455−9.8% | Reduced |
| Jefferies Financial Group Inc. | 225,542 | $6.08M | 0.13% | +180,353+399.1% | Added |
| BancorpSouth Bank | 231,481 | $6.24M | 0.57% | +2,828+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 238,468 | $6.42M | 0.02% | −2,193−0.9% | Reduced |
| Korea Investment CORP | 239,435 | $6.45M | 0.02% | +91,544+61.9% | Added |
| Virginia Retirement Systems Et Al | 242,847 | $6.54M | 0.07% | −147,953−37.9% | Reduced |
| Chatham Capital Group, Inc. | 248,482 | $6.69M | 1.50% | 00.0% | Unchanged |
| Citadel Advisors LLC | 251,741 | $6.78M | 0.01% | −155,025−38.1% | Reduced |
| WSFS Capital Management, LLC | 254,976 | $6.87M | 0.72% | +4,190+1.7% | Added |
| Manufacturers Life Insurance Company, The | 258,819 | $6.97M | 0.00% | +5,028+2.0% | Added |
| KBC Group NV | 267,744 | $7.21M | 0.03% | +43,750+19.5% | Added |
| Prana Capital Management, LP | 269,970 | $7.27M | 0.62% | +75,738+39.0% | Added |
| Pacer Advisors, Inc. | 276,566 | $7.45M | 0.03% | +268,788+3,455.7% | Added |
| Cetera Investment Advisers | 282,191 | $7.60M | 0.07% | +1,651+0.6% | Added |
| Ameriprise Financial Inc | 282,961 | $7.62M | 0.00% | +28,247+11.1% | Added |
| Yousif Capital Management, LLC | 286,515 | $7.72M | 0.10% | −18,781−6.2% | Reduced |
| Forsta Ap-Fonden | 288,800 | $7.78M | 0.09% | +120,300+71.4% | Added |
| New York State Common Retirement Fund | 295,063 | $7.95M | 0.01% | −33,086−10.1% | Reduced |
| Tudor Investment Corp Et Al | 297,301 | $8.01M | 0.15% | +277,204+1,379.3% | Added |
| HRT Financial LP | 300,994 | $8.11M | 0.10% | +300,994 | New |
| Wallace Capital Management Inc. | 303,745 | $8.18M | 1.34% | −14,132−4.4% | Reduced |
| American Century Companies Inc | 304,813 | $8.21M | 0.01% | +251,540+472.2% | Added |
| Point72 Asset Management, L.P. | 313,608 | $8.45M | 0.03% | +313,608 | New |
| Wells Fargo & Company | 317,864 | $8.56M | 0.00% | +44,306+16.2% | Added |
| Citigroup Inc | 326,813 | $8.80M | 0.01% | −44,168−11.9% | Reduced |
| State Board of Administration of Florida Retirement System | 328,190 | $8.84M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 332,564 | $8.96M | 0.02% | −4,800−1.4% | Reduced |
| Sound Income Strategies, LLC | 334,520 | $9.01M | 0.98% | +44,862+15.5% | Added |
| Great West Life Assurance Co | 334,914 | $9.04M | 0.02% | −10,984−3.2% | Reduced |
| CBOE Vest Financial, LLC | 338,324 | $9.11M | 1.24% | −62,178−15.5% | Reduced |
| FMR LLC | 340,713 | $9.18M | 0.00% | +9,363+2.8% | Added |
| Principal Financial Group Inc | 363,073 | $9.78M | 0.01% | −1,815−0.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 367,674 | $9.91M | 1.00% | −2,400−0.6% | Reduced |
| Alliancebernstein L.P. | 371,653 | $10.0M | 0.00% | +2,626+0.7% | Added |
| Janney Montgomery Scott LLC | 378,829 | $10.2M | 0.04% | −41,010−9.8% | Reduced |
| Prudential Financial Inc | 451,782 | $11.0M | 0.02% | −38,012−7.8% | Reduced |
| D. E. Shaw & Co., Inc. | 406,842 | $11.0M | 0.02% | +85,658+26.7% | Added |
| Biechele Royce Advisors | 409,864 | $11.0M | 4.11% | +12,098+3.0% | Added |
| Guggenheim Capital LLC | 427,012 | $11.5M | 0.10% | −29,313−6.4% | Reduced |
| Mather Group, LLC. | 436,727 | $11.8M | 0.21% | −23,696−5.1% | Reduced |