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, Q2 2023
Institutional positions in Franklin Templeton Inc as of Jun 30, 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
- 535
- −21 vs. Q1 2023
- Shares held
- 233.9M
- −2.38M (−1.0%) vs. Q1 2023
- Total value
- $6.25B
- −$80.0M (−1.3%) vs. Q1 2023
- New holders
- 47
- 170 more added
- Sold out
- 68
- 220 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 18 | $0 | 0.00% | +18 | New |
| Comerica Bank | 174,135 | $1 | 0.00% | +174,135 | New |
| Colonial Trust Advisors | 6 | $160 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9 | $241 | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 11 | $297 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $379 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $887 | 0.00% | +33 | New |
| Lazard Asset Management LLC | 46 | $1.00K | 0.00% | −19−29.2% | Reduced |
| Sofos Investments, Inc. | 27 | $1.06K | 0.00% | +27 | New |
| Jackson, Grant Investment Advisers, Inc. | 40 | $1.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $1.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 47 | $1.26K | 0.00% | +16+51.6% | Added |
| Abound Wealth Management | 49 | $1.31K | 0.00% | +37+308.3% | Added |
| SJS Investment Consulting Inc. | 55 | $1.47K | 0.00% | −14−20.3% | Reduced |
| USA Financial Portformulas Corp | 56 | $1.50K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 69 | $1.84K | 0.00% | −5−6.8% | Reduced |
| BerganKDV Wealth Management, LLC | 70 | $1.87K | 0.00% | −17−19.5% | Reduced |
| Baystate Wealth Management LLC | 73 | $1.96K | 0.00% | +1+1.4% | Added |
| SOA Wealth Advisors, LLC. | 95 | $2.55K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 105 | $2.81K | 0.00% | −27−20.5% | Reduced |
| Bell Investment Advisors, Inc | 106 | $2.83K | 0.00% | −19−15.2% | Reduced |
| Sutton Wealth Advisors Inc. | 110 | $2.94K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 125 | $3.34K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 136 | $3.63K | 0.00% | −32−19.0% | Reduced |
| Activest Wealth Management | 136 | $3.68K | 0.00% | +6+4.6% | Added |
| M&R Capital Management Inc | 141 | $3.77K | 0.00% | +1+0.7% | Added |
| Shell Asset Management Co | 163 | $4.00K | 0.00% | −17,156−99.1% | Reduced |
| Valley National Advisers Inc | 120 | $4.00K | 0.00% | +120 | New |
| Versant Capital Management, Inc | 152 | $4.06K | 0.00% | −134−46.9% | Reduced |
| Earnest Partners LLC | 174 | $4.65K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 181 | $4.83K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 199 | $5.00K | 0.00% | −339−63.0% | Reduced |
| MV Capital Management, Inc. | 188 | $5.02K | 0.00% | −21−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $5.10K | 0.00% | −31−14.0% | Reduced |
| Jones Financial Companies LLLP | 204 | $5.45K | 0.00% | −1−0.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 217 | $5.80K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 231 | $6.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 281 | $7.51K | 0.00% | −19−6.3% | Reduced |
| JJJ Advisors Inc. | 281 | $7.51K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $7.77K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 308 | $8.23K | 0.00% | +308 | New |
| 1832 Asset Management L.P. | 320 | $8.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 330 | $8.81K | 0.00% | −106−24.3% | Reduced |
| Focused Wealth Management, Inc | 347 | $9.26K | 0.00% | +4+1.2% | Added |
| Consultiva Wealth Management, Corp. | 354 | $9.46K | 0.24% | +354 | New |
| Clear Street Markets LLC | 372 | $10.0K | 0.00% | −188−33.6% | Reduced |
| Massmutual Trust Co FSB | 396 | $10.6K | 0.00% | −332−45.6% | Reduced |
| VisionPoint Advisory Group, LLC | 398 | $10.6K | 0.00% | +398 | New |
| EverSource Wealth Advisors, LLC | 442 | $11.8K | 0.00% | +12+2.8% | Added |
| Arlington Partners LLC | 447 | $11.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $12.5K | 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 |
| Horan Securities, Inc. | 490 | $13.1K | 0.01% | −342−41.1% | Reduced |
| Glassman Wealth Services | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 531 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 596 | $15.9K | 0.00% | −245−29.1% | Reduced |
| Sandy Spring Bank | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 638 | $17.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 658 | $17.6K | 0.02% | +8+1.2% | Added |
| TD Private Client Wealth LLC | 662 | $17.7K | 0.00% | −37−5.3% | Reduced |
| Twin Tree Management, LP | 672 | $17.9K | 0.00% | +672 | New |
| Global Trust Asset Management, LLC | 675 | $18.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 777 | $20.8K | 0.00% | −80−9.3% | Reduced |
| Baldwin Brothers Inc | 817 | $21.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 907 | $24.2K | 0.01% | −34−3.6% | Reduced |
| Headlands Technologies LLC | 932 | $24.9K | 0.01% | +932 | New |
| Umb Bank N A | 980 | $26.2K | 0.00% | −1,229−55.6% | Reduced |
| Hexagon Capital Partners LLC | 989 | $26.4K | 0.01% | −44−4.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 994 | $26.6K | 0.01% | +11+1.1% | Added |
| RFP Financial Group LLC | 1,000 | $26.7K | 0.01% | +1,000 | New |
| Lindbrook Capital, LLC | 1,057 | $28.2K | 0.00% | −43−3.9% | Reduced |
| Leonteq Securities AG | 1,089 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,120 | $29.9K | 0.01% | −800−41.7% | Reduced |
| First Capital Advisors Group, LLC. | 1,134 | $30.3K | 0.02% | +1,134 | New |
| Grove Bank & Trust | 1,175 | $31.4K | 0.01% | +317+36.9% | Added |
| Washington Trust Co | 1,200 | $32.1K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,240 | $33.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,270 | $33.9K | 0.01% | −165−11.5% | Reduced |
| Central Trust Co | 1,298 | $34.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,326 | $35.0K | 0.01% | +1,326 | New |
| GHP Investment Advisors, Inc. | 1,303 | $36.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,365 | $36.5K | 0.01% | −81−5.6% | Reduced |
| Private Ocean, LLC | 1,405 | $37.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $38.7K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,603 | $42.8K | 0.00% | +44+2.8% | Added |
| Deseret Mutual Benefit Administrators | 1,653 | $44.2K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,693 | $45.2K | 0.00% | −43,394−96.2% | Reduced |
| Investors Research Corp | 1,700 | $45.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,788 | $47.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,818 | $48.6K | 0.04% | +1,818 | New |
| Penserra Capital Management LLC | 1,837 | $49.0K | 0.00% | −78,230−97.7% | Reduced |
| Clearview Wealth Advisors LLC | 1,931 | $51.6K | 0.05% | +20+1.0% | Added |
| Global Retirement Partners, LLC | 1,966 | $52.5K | 0.00% | +339+20.8% | Added |
| Anchor Investment Management, LLC | 2,000 | $53.4K | 0.01% | −65−3.1% | Reduced |
| Tompkins Financial Corp | 2,000 | $53.4K | 0.01% | 00.0% | Unchanged |