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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 20,440 | $551.0K | 0.01% | +256+1.3% | Added |
| Vontobel Holding Ltd. | 20,188 | $543.9K | 0.01% | +20,188 | New |
| South Dakota Investment Council | 19,872 | $535.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,737 | $531.7K | 0.07% | −1,752−8.2% | Reduced |
| ORG Partners LLC | 19,695 | $530.5K | 0.13% | +19,695 | New |
| Great Lakes Advisors, LLC | 19,658 | $529.6K | 0.00% | −37,582−65.7% | Reduced |
| National Bank of Canada | 19,467 | $524.4K | 0.00% | +11,182+135.0% | Added |
| Advisor Partners II, LLC | 19,043 | $513.0K | 0.03% | +216+1.1% | Added |
| First National Trust Co | 18,880 | $508.6K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 18,550 | $499.7K | 0.00% | −147−0.8% | Reduced |
| Louisiana State Employees Retirement System | 18,500 | $498.4K | 0.01% | +100+0.5% | Added |
| Kingsview Wealth Management, LLC | 18,456 | $497.2K | 0.02% | +18,456 | New |
| Leeward Financial Partners, LLC | 18,438 | $496.7K | 0.30% | +18,438 | New |
| Quantinno Capital Management LP | 18,173 | $490.0K | 0.03% | −1,388−7.1% | Reduced |
| Verition Fund Management LLC | 18,097 | $487.5K | 0.01% | +18,097 | New |
| Wealth Alliance Advisory Group, LLC | 18,073 | $486.9K | 0.18% | +6,814+60.5% | Added |
| Williams Jones Wealth Management, LLC. | 18,025 | $485.6K | 0.01% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 17,884 | $481.8K | 0.20% | +460+2.6% | Added |
| Beacon Financial Group | 18,025 | $480.0K | 0.07% | −8,790−32.8% | Reduced |
| Guinness Asset Management LTD | 17,671 | $476.1K | 0.01% | +1,494+9.2% | Added |
| GWM Advisors LLC | 18,902 | $475.9K | 0.01% | +5,239+38.3% | Added |
| MQS Management LLC | 17,577 | $473.5K | 0.30% | +17,577 | New |
| Park Avenue Securities LLC | 17,460 | $470.0K | 0.01% | −834−4.6% | Reduced |
| Summit Financial Group Inc | 17,440 | $469.8K | 0.19% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,506 | $469.2K | 0.00% | +3,825+28.0% | Added |
| Shell Asset Management Co | 17,319 | $467.0K | 0.02% | +3,108+21.9% | Added |
| Moloney Securities Asset Management, LLC | 17,033 | $458.9K | 0.09% | +1,726+11.3% | Added |
| Moody National Bank Trust Division | 16,260 | $438.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 16,235 | $437.4K | 0.02% | −35,162−68.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15,812 | $426.0K | 0.07% | −16−0.1% | Reduced |
| SEI Investments Co | 15,785 | $425.2K | 0.00% | +15,785 | New |
| Sigma Planning Corp | 15,424 | $415.5K | 0.01% | +1,820+13.4% | Added |
| LMG Wealth Partners, LLC | 15,186 | $409.1K | 0.13% | +4,869+47.2% | Added |
| US Bancorp | 15,169 | $408.7K | 0.00% | +5,727+60.7% | Added |
| Norinchukin Bank, The | 14,888 | $401.1K | 0.01% | +487+3.4% | Added |
| Private Advisor Group, LLC | 14,804 | $398.8K | 0.00% | −13,054−46.9% | Reduced |
| Abbrea Capital, LLC | 14,475 | $394.0K | 0.07% | 00.0% | Unchanged |
| LMR Partners LLP | 14,610 | $393.6K | 0.01% | −145,378−90.9% | Reduced |
| Keybank National Association | 14,522 | $391.2K | 0.00% | −7,876−35.2% | Reduced |
| Foster & Motley Inc | 14,389 | $388.0K | 0.03% | −471−3.2% | Reduced |
| Veritable, L.P. | 14,181 | $382.0K | 0.01% | +606+4.5% | Added |
| Delta Investment Management, LLC | 14,075 | $379.2K | 0.11% | −877−5.9% | Reduced |
| SageView Advisory Group, LLC | 13,969 | $376.3K | 0.02% | +13,969 | New |
| CIBC Private Wealth Group, LLC | 23,303 | $361.7K | 0.00% | +156+0.7% | Added |
| Captrust Financial Advisors | 13,279 | $357.7K | 0.00% | +3,473+35.4% | Added |
| New Mexico Educational Retirement Board | 13,173 | $355.0K | 0.02% | −400−2.9% | Reduced |
| Cetera Advisors LLC | 13,152 | $354.3K | 0.01% | +1,432+12.2% | Added |
| Stratos Wealth Partners, LTD. | 13,135 | $353.9K | 0.01% | −638−4.6% | Reduced |
| IFP Advisors, Inc | 10,251 | $349.7K | 0.02% | −28,880−73.8% | Reduced |
| Seven Eight Capital, LP | 12,924 | $348.2K | 0.07% | +12,924 | New |
| Thrivent Financial for Lutherans | 12,801 | $345.0K | 0.00% | +78+0.6% | Added |
| Metropolitan Life Insurance Co | 12,756 | $343.6K | 0.02% | −3,673−22.4% | Reduced |
| Cerity Partners LLC | 12,614 | $339.1K | 0.00% | +1,578+14.3% | Added |
| Fifth Third Bancorp | 12,512 | $337.1K | 0.00% | +693+5.9% | Added |
| Centennial Wealth Advisory LLC | 12,465 | $335.8K | 0.18% | +126+1.0% | Added |
| Cooper Financial Group | 12,381 | $333.5K | 0.09% | +1,820+17.2% | Added |
| APG Asset Management N.V. | 13,406 | $332.4K | 0.00% | −18,833−58.4% | Reduced |
| Larson Financial Group LLC | 12,080 | $325.4K | 0.04% | −66−0.5% | Reduced |
| Balentine LLC | 11,838 | $318.9K | 0.01% | +218+1.9% | Added |
| Cornerstone Wealth Management, LLC | 11,812 | $318.2K | 0.03% | +11,812 | New |
| Macquarie Group Ltd | 11,778 | $317.3K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $312.9K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,600 | $312.5K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 11,500 | $309.8K | 0.26% | +11,500 | New |
| Eqis Capital Management, Inc. | 11,206 | $301.9K | 0.03% | −1,827−14.0% | Reduced |
| Belpointe Asset Management LLC | 11,114 | $299.4K | 0.02% | +1,589+16.7% | Added |
| Sherbrooke Park Advisers LLC | 11,100 | $299.0K | 0.45% | +11,100 | New |
| RFG Advisory, LLC | 11,099 | $299.0K | 0.01% | +148+1.4% | Added |
| Verity Asset Management, Inc. | 11,098 | $299.0K | 0.18% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 11,000 | $296.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,775 | $290.3K | 0.01% | −9,613−47.2% | Reduced |
| Jump Financial, LLC | 10,703 | $288.3K | 0.01% | −2,415−18.4% | Reduced |
| Angeles Wealth Management, LLC | 10,674 | $287.6K | 0.04% | −1,825−14.6% | Reduced |
| Allworth Financial LP | 10,597 | $285.5K | 0.00% | +2,352+28.5% | Added |
| Fortis Capital Advisors, LLC | 10,589 | $285.3K | 0.15% | +1,589+17.7% | Added |
| Boston Private Wealth LLC | 10,572 | $284.8K | 0.00% | −989−8.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,295 | $277.3K | 0.10% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 10,379 | $276.2K | 0.12% | +1,582+18.0% | Added |
| Wesbanco Bank Inc | 10,255 | $276.0K | 0.01% | −1,055−9.3% | Reduced |
| Greylin Investment Mangement Inc | 10,226 | $275.5K | 0.05% | −625−5.8% | Reduced |
| 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 |
| Ieq Capital, LLC | 10,127 | $272.8K | 0.01% | +10,127 | New |
| Finer Wealth Management, Inc. | 10,106 | $272.3K | 0.23% | +10,106 | New |
| 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 |
| Lumature Wealth Partners, LLC | 9,703 | $261.4K | 0.15% | +139+1.5% | Added |
| Evergreen Capital Management LLC | 9,612 | $260.4K | 0.01% | +81+0.8% | Added |
| Yorktown Management & Research Co Inc | 9,600 | $258.6K | 0.28% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 9,267 | $249.7K | 0.23% | +9,267 | 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 |
| Metis Global Partners, LLC | 9,131 | $246.0K | 0.02% | +9,131 | New |
| Wellington Management Group LLP | 9,117 | $245.6K | 0.00% | −17,809−66.1% | Reduced |
| Ostrum Asset Management | 9,055 | $243.9K | 0.02% | +9,055 | New |
| Fundamentun, LLC | 9,002 | $242.5K | 0.04% | +1,313+17.1% | Added |
| Rodgers Brothers Inc. | 8,986 | $242.1K | 0.05% | −1,250−12.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,966 | $241.5K | 0.01% | +62+0.7% | Added |
| Eudaimonia Partners, LLC | 8,940 | $240.8K | 0.06% | +8,940 | New |
| Synovus Financial Corp | 8,904 | $239.9K | 0.00% | 00.0% | Unchanged |