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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 8,899 | $239.7K | 0.09% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,879 | $239.2K | 0.00% | −113−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 8,879 | $239.2K | 0.00% | +8,879 | New |
| Truadvice, LLC | 8,843 | $237.7K | 0.09% | +8,843 | New |
| Ropes Wealth Advisors LLC | 8,700 | $234.4K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 8,554 | $233.0K | 0.02% | +828+10.7% | Added |
| Nilsine Partners, LLC | 8,600 | $231.7K | 0.04% | +8,600 | New |
| Peapack Gladstone Financial Corp | 8,515 | $229.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 8,471 | $228.5K | 0.00% | −108−1.3% | Reduced |
| Bank of Nova Scotia | 8,479 | $228.4K | 0.00% | −5,143−37.8% | Reduced |
| D.A. Davidson & Co. | 8,468 | $228.2K | 0.00% | −144−1.7% | Reduced |
| CPR Investments Inc. | 8,385 | $225.9K | 0.22% | +8,385 | New |
| Paragon Capital Management Ltd | 8,320 | $224.1K | 0.05% | −40−0.5% | Reduced |
| Davenport & Co LLC | 8,295 | $223.5K | 0.00% | +8,295 | New |
| Indiana Trust & Investment Management CO | 8,119 | $218.7K | 0.12% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 8,105 | $218.3K | 0.18% | +8,105 | New |
| Eschler Asset Management LLP | 8,098 | $218.2K | 0.17% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,085 | $217.8K | 0.10% | −400−4.7% | Reduced |
| Chicago Capital, LLC | 8,004 | $215.6K | 0.01% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 7,975 | $215.0K | 0.13% | −400−4.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 7,932 | $214.0K | 0.01% | +7,932 | New |
| Joule Financial, LLC | 7,774 | $209.4K | 0.11% | +7,774 | New |
| United Capital Financial Advisers, LLC | 7,744 | $208.6K | 0.00% | −3,612−31.8% | Reduced |
| Smith Shellnut Wilson LLC | 7,626 | $205.4K | 0.12% | −125−1.6% | Reduced |
| First Republic Investment Management, Inc. | 7,609 | $205.0K | 0.00% | −3,461−31.3% | Reduced |
| Steel Peak Wealth Management LLC | 7,401 | $201.6K | 0.01% | −939−11.3% | Reduced |
| Van Eck Associates Corp | 7,316 | $197.0K | 0.00% | −1,270−14.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,300 | $196.6K | 0.01% | −6,000−45.1% | Reduced |
| Meeder Asset Management Inc | 7,179 | $193.4K | 0.02% | +7,179 | New |
| Vestcor Inc | 7,095 | $191.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 7,050 | $189.9K | 0.15% | +315+4.7% | Added |
| Itau Unibanco Holding S.A. | 6,778 | $182.6K | 0.01% | +6,778 | New |
| Ridgewood Investments LLC | 6,765 | $182.3K | 0.11% | −6,469−48.9% | Reduced |
| Ci Investments Inc. | 6,360 | $171.0K | 0.00% | +403+6.8% | Added |
| Whittier Trust Co | 6,335 | $170.6K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,874 | $158.2K | 0.02% | −12,293−67.7% | Reduced |
| Banque Cantonale Vaudoise | 5,825 | $157.0K | 0.01% | −2,300−28.3% | Reduced |
| Horizon Investments, LLC | 5,750 | $154.9K | 0.00% | +5,750 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,295 | $143.0K | 0.00% | −8−0.2% | Reduced |
| Parallel Advisors, LLC | 4,887 | $131.7K | 0.00% | −284−5.5% | Reduced |
| Harbor Capital Advisors, Inc. | 4,400 | $118.5K | 0.03% | +4,400 | New |
| Huntington National Bank | 4,394 | $118.4K | 0.00% | −289−6.2% | Reduced |
| Kapitalo Investimentos Ltda | 4,362 | $117.5K | 0.04% | +4,362 | New |
| Altshuler Shaham Ltd | 4,301 | $115.9K | 0.00% | +213+5.2% | Added |
| Federation des caisses Desjardins du Quebec | 4,264 | $114.9K | 0.00% | −6,772−61.4% | Reduced |
| Independence Bank of Kentucky | 4,000 | $107.8K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 3,464 | $93.0K | 0.08% | −2,457−41.5% | Reduced |
| Quadrant Capital Group LLC | 3,175 | $85.5K | 0.01% | −46−1.4% | Reduced |
| Caldwell Trust Co | 3,009 | $81.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,994 | $80.7K | 0.00% | +815+37.4% | Added |
| Harvest Fund Management Co., Ltd | 2,729 | $74.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,630 | $71.0K | 0.00% | −110−4.0% | Reduced |
| Signaturefd, LLC | 2,599 | $70.0K | 0.00% | +161+6.6% | Added |
| Desjardins Global Asset Management Inc. | 2,567 | $69.0K | 0.01% | +2,567 | New |
| Capital Analysts, LLC | 2,469 | $67.0K | 0.00% | +251+11.3% | Added |
| NVWM, LLC | 2,400 | $65.4K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,209 | $59.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,168 | $58.4K | 0.00% | −97−4.3% | Reduced |
| Anchor Investment Management, LLC | 2,065 | $55.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $53.9K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 1,984 | $53.4K | 0.00% | −47,234−96.0% | Reduced |
| Point72 Middle East FZE | 1,938 | $52.2K | 0.00% | +1,938 | New |
| Bank of New Hampshire | 1,920 | $51.7K | 0.02% | −500−20.7% | Reduced |
| Clearview Wealth Advisors LLC | 1,911 | $51.5K | 0.05% | +16+0.8% | Added |
| Harbour Investments, Inc. | 1,843 | $49.6K | 0.00% | +323+21.3% | Added |
| Private Trust Co NA | 1,788 | $48.2K | 0.01% | −487−21.4% | Reduced |
| Northwest Investment Counselors, LLC | 1,770 | $47.7K | 0.01% | −1,104−38.4% | Reduced |
| Investors Research Corp | 1,700 | $45.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,653 | $44.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,559 | $42.0K | 0.00% | +1,535+6,395.8% | Added |
| Caisse de Depot Et Placement du Quebec | 1,536 | $41.4K | 0.00% | +1,536 | New |
| Global Retirement Partners, LLC | 1,627 | $40.9K | 0.00% | +53+3.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $39.1K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,446 | $39.0K | 0.01% | −62−4.1% | Reduced |
| CVA Family Office, LLC | 1,435 | $38.7K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,405 | $37.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,303 | $35.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,298 | $35.0K | 0.00% | −100−7.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,240 | $33.0K | 0.00% | +570+85.1% | Added |
| Washington Trust Co | 1,200 | $32.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,100 | $29.6K | 0.00% | −40−3.5% | Reduced |
| Leonteq Securities AG | 1,089 | $29.3K | 0.00% | +890+447.2% | Added |
| Hexagon Capital Partners LLC | 1,033 | $27.8K | 0.01% | −65−5.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $26.9K | 0.02% | +1,000 | New |
| Newbridge Financial Services Group, Inc. | 983 | $26.5K | 0.01% | −1,854−65.4% | Reduced |
| Parkside Financial Bank & Trust | 941 | $25.4K | 0.01% | +37+4.1% | Added |
| Grove Bank & Trust | 858 | $23.1K | 0.00% | +858 | New |
| Federated Hermes, Inc. | 857 | $23.1K | 0.00% | −24−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 841 | $22.7K | 0.00% | +245+41.1% | Added |
| Horan Securities, Inc. | 832 | $22.4K | 0.01% | +5+0.6% | Added |
| Baldwin Brothers Inc | 817 | $22.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 728 | $19.6K | 0.00% | +399+121.3% | Added |
| Ellevest, Inc. | 702 | $18.9K | 0.00% | +644+1,110.3% | Added |
| TD Private Client Wealth LLC | 699 | $18.8K | 0.00% | −459−39.6% | Reduced |
| Global Trust Asset Management, LLC | 675 | $18.2K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 650 | $17.5K | 0.03% | +52+8.7% | Added |
| Zions Bancorporation, N.A. | 638 | $17.2K | 0.00% | −125−16.4% | 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 |
| Clear Street Markets LLC | 560 | $15.0K | 0.00% | −1,027−64.7% | Reduced |