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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 2,000 | $53.4K | 0.03% | +1,000+100.0% | Added |
| Harbour Investments, Inc. | 2,004 | $53.5K | 0.00% | +161+8.7% | Added |
| Spire Wealth Management | 2,065 | $55.2K | 0.00% | −103−4.8% | Reduced |
| UniSuper Management Pty Ltd | 2,100 | $56.1K | 0.00% | +2,100 | New |
| Tobam | 2,116 | $57.0K | 0.00% | +2,116 | New |
| Tower Research Capital LLC (TRC) | 2,140 | $57.2K | 0.00% | −7,029−76.7% | Reduced |
| Northwest Investment Counselors, LLC | 2,170 | $58.0K | 0.02% | +400+22.6% | Added |
| Capital Analysts, LLC | 2,299 | $61.0K | 0.00% | −170−6.9% | Reduced |
| NVWM, LLC | 2,400 | $64.1K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,567 | $68.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,719 | $72.0K | 0.05% | −745−21.5% | Reduced |
| Harvest Fund Management Co., Ltd | 2,729 | $73.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 2,819 | $75.5K | 0.01% | −16,876−85.7% | Reduced |
| Quadrant Capital Group LLC | 2,904 | $77.6K | 0.01% | −271−8.5% | Reduced |
| Caldwell Trust Co | 3,009 | $80.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,295 | $88.0K | 0.00% | +696+26.8% | Added |
| Parallel Advisors, LLC | 3,319 | $88.7K | 0.00% | −1,568−32.1% | Reduced |
| Whittier Trust Co | 3,335 | $89.0K | 0.00% | −3,000−47.4% | Reduced |
| Geneos Wealth Management Inc. | 3,373 | $90.1K | 0.00% | +379+12.7% | Added |
| Sunbelt Securities, Inc. | 3,429 | $91.6K | 0.01% | +3,429 | New |
| Huntington National Bank | 3,601 | $96.2K | 0.00% | −793−18.0% | Reduced |
| Independence Bank of Kentucky | 4,000 | $106.8K | 0.04% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,400 | $117.5K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,409 | $117.8K | 0.00% | −1,341−23.3% | Reduced |
| Rockefeller Capital Management L.P. | 5,350 | $142.9K | 0.00% | +5,350 | New |
| Banque Cantonale Vaudoise | 5,825 | $155.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,874 | $156.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,878 | $157.0K | 0.00% | +1,614+37.9% | Added |
| Ci Investments Inc. | 6,101 | $163.0K | 0.00% | −259−4.1% | Reduced |
| First National Bank of South Miami | 6,141 | $164.0K | 0.13% | −909−12.9% | Reduced |
| Ridgewood Investments LLC | 6,765 | $180.7K | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 7,095 | $190.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,179 | $191.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 7,276 | $194.3K | 0.00% | −3,321−31.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,300 | $194.9K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,316 | $195.0K | 0.00% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 7,548 | $201.6K | 0.11% | −78−1.0% | Reduced |
| Prossimo Advisors, LLC | 7,584 | $203.0K | 0.20% | +7,584 | New |
| Tokio Marine Asset Management Co Ltd | 7,811 | $208.6K | 0.01% | +7,811 | New |
| Evergreen Capital Management LLC | 7,884 | $211.5K | 0.01% | −1,728−18.0% | Reduced |
| Chicago Capital, LLC | 8,004 | $213.8K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,965 | $215.1K | 0.01% | +7,965 | New |
| Vident Investment Advisory, LLC | 8,040 | $215.1K | 0.01% | −12,796−61.4% | Reduced |
| Prentice Wealth Management LLC | 8,085 | $215.9K | 0.10% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8,119 | $216.9K | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 8,184 | $218.6K | 0.02% | −3,022−27.0% | Reduced |
| Empirical Finance, LLC | 8,296 | $221.6K | 0.02% | +8,296 | New |
| Rodgers Brothers Inc. | 8,311 | $222.0K | 0.04% | −675−7.5% | Reduced |
| Bessemer Group Inc | 8,288 | $222.0K | 0.00% | +5,658+215.1% | Added |
| Truadvice, LLC | 8,041 | $224.7K | 0.08% | −802−9.1% | Reduced |
| Private Advisor Group, LLC | 8,500 | $227.0K | 0.00% | −6,304−42.6% | Reduced |
| Bank of Nova Scotia | 8,511 | $227.3K | 0.00% | +32+0.4% | Added |
| Macquarie Group Ltd | 8,545 | $228.2K | 0.00% | −3,233−27.4% | Reduced |
| M&T Bank Corp | 8,531 | $228.2K | 0.00% | +60+0.7% | Added |
| Nilsine Partners, LLC | 8,603 | $229.8K | 0.03% | +30.0% | Added |
| Advisory Services Network, LLC | 8,706 | $232.5K | 0.01% | −2,069−19.2% | Reduced |
| Ropes Wealth Advisors LLC | 8,780 | $234.5K | 0.04% | +80+0.9% | Added |
| Proequities, Inc. | 8,753 | $236.4K | 0.02% | +199+2.3% | Added |
| Metis Global Partners, LLC | 8,901 | $237.7K | 0.01% | −230−2.5% | Reduced |
| Synovus Financial Corp | 8,904 | $237.8K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 8,901 | $238.0K | 0.01% | −278−3.0% | Reduced |
| Machina Capital S.A.S. | 8,923 | $238.3K | 0.14% | +8,923 | New |
| Greylin Investment Mangement Inc | 8,957 | $239.2K | 0.04% | −1,269−12.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,006 | $240.6K | 0.01% | +40+0.4% | Added |
| Ostrum Asset Management | 9,063 | $242.1K | 0.02% | +8+0.1% | Added |
| Ieq Capital, LLC | 9,358 | $250.0K | 0.01% | −769−7.6% | Reduced |
| Fundamentun, LLC | 9,518 | $254.2K | 0.04% | +516+5.7% | Added |
| Yorktown Management & Research Co Inc | 9,600 | $256.4K | 0.28% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 9,668 | $258.2K | 0.15% | −35−0.4% | Reduced |
| Revisor Wealth Management LLC | 9,702 | $259.1K | 0.23% | +435+4.7% | Added |
| Wesbanco Bank Inc | 9,733 | $260.0K | 0.01% | −522−5.1% | Reduced |
| Capstone Investment Advisors, LLC | 9,743 | $260.2K | 0.01% | +9,743 | New |
| Rothschild Investment Corp | 9,795 | $262.0K | 0.02% | −315−3.1% | Reduced |
| Moloney Securities Asset Management, LLC | 9,813 | $262.1K | 0.05% | −7,220−42.4% | Reduced |
| RFG Advisory, LLC | 9,943 | $265.6K | 0.01% | −1,156−10.4% | Reduced |
| Belpointe Asset Management LLC | 10,045 | $268.3K | 0.03% | −1,069−9.6% | Reduced |
| Fortis Capital Advisors, LLC | 10,045 | $268.3K | 0.16% | −544−5.1% | Reduced |
| Veritable, L.P. | 10,054 | $268.5K | 0.00% | −4,127−29.1% | Reduced |
| Finer Wealth Management, Inc. | 10,106 | $269.9K | 0.21% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 10,164 | $271.0K | 0.14% | +10,164 | New |
| Joule Financial, LLC | 10,176 | $271.8K | 0.14% | +2,402+30.9% | Added |
| Boston Private Wealth LLC | 10,180 | $271.9K | 0.00% | −392−3.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,248 | $274.0K | 0.02% | +100+1.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,295 | $275.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,512 | $280.8K | 0.03% | −1,300−11.0% | Reduced |
| Angeles Wealth Management, LLC | 10,649 | $284.4K | 0.04% | −25−0.2% | Reduced |
| Teza Capital Management LLC | 10,727 | $286.5K | 0.05% | −42,334−79.8% | Reduced |
| Aviva PLC | 10,729 | $286.6K | 0.00% | −16,019−59.9% | Reduced |
| Financial Advocates Investment Management | 10,823 | $289.1K | 0.02% | +10,823 | New |
| Squarepoint Ops LLC | 10,941 | $292.2K | 0.00% | −92,273−89.4% | Reduced |
| Boston Trust Walden Corp | 11,000 | $293.8K | 0.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 12,006 | $293.9K | 0.00% | −1,400−10.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,005 | $293.9K | 0.00% | +11,005 | New |
| Sowell Financial Services LLC | 11,171 | $302.0K | 0.02% | +11,171 | New |
| E. Ohman J:or Asset Management AB | 11,600 | $309.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $310.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,733 | $313.4K | 0.00% | −779−6.2% | Reduced |
| My Legacy Advisors, LLC | 10,774 | $314.7K | 0.12% | +395+3.8% | Added |
| Verity Asset Management, Inc. | 12,003 | $320.6K | 0.24% | +905+8.2% | Added |
| Larson Financial Group LLC | 12,257 | $327.4K | 0.03% | +177+1.5% | Added |