Skip to main content

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.

Institutional holdersQ2 2023: 535 institutions
Q1 2021: 549 institutionsQ2 2021: 576 institutionsQ3 2021: 540 institutionsQ4 2021: 582 institutionsQ1 2022: 577 institutionsQ2 2022: 542 institutionsQ3 2022: 528 institutionsQ4 2022: 555 institutionsQ1 2023: 558 institutionsQ2 2023: 535 institutionsQ3 2023: 537 institutionsQ4 2023: 565 institutionsQ1 2024: 595 institutionsQ2 2024: 581 institutionsQ3 2024: 558 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 567 institutionsQ3 2025: 591 institutionsQ4 2025: 576 institutionsQ1 2026: 611 institutionsQ2 2026: 669 institutions
Value heldQ2 2023: $6.25B
Q1 2021: $6.68BQ2 2021: $7.19BQ3 2021: $6.56BQ4 2021: $7.26BQ1 2022: $6.16BQ2 2022: $5.28BQ3 2022: $4.94BQ4 2022: $6.29BQ1 2023: $6.33BQ2 2023: $6.25BQ3 2023: $5.45BQ4 2023: $6.50BQ1 2024: $7.40BQ2 2024: $5.73BQ3 2024: $5.37BQ4 2024: $5.59BQ1 2025: $5.46BQ2 2025: $6.77BQ3 2025: $6.22BQ4 2025: $6.60BQ1 2026: $6.81BQ2 2026: $9.06B
Institutions holding BEN and their total value by quarter
QuarterHoldersValue
Q2 2026669$9.06B
Q1 2026611$6.81B
Q4 2025576$6.60B
Q3 2025591$6.22B
Q2 2025567$6.77B
Q1 2025563$5.46B
Q4 2024566$5.59B
Q3 2024558$5.37B
Q2 2024581$5.73B
Q1 2024595$7.40B
Q4 2023565$6.50B
Q3 2023537$5.45B
Q2 2023535$6.25B
Q1 2023558$6.33B
Q4 2022555$6.29B
Q3 2022528$4.94B
Q2 2022542$5.28B
Q1 2022577$6.16B
Q4 2021582$7.26B
Q3 2021540$6.56B
Q2 2021576$7.19B
Q1 2021549$6.68B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q1 2023.

Institutions holding BEN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bridgefront Capital, LLC17,515$467.8K0.25%+17,515New
Summit Financial Group Inc17,440$465.8K0.18%00.0%Unchanged
First Manhattan Co17,200$459.4K0.00%−1,350−7.3%Reduced
IFP Advisors, Inc13,376$456.4K0.02%+3,125+30.5%Added
Quantinno Capital Management LP17,027$455.0K0.03%−1,146−6.3%Reduced
Nomura Holdings Inc16,962$453.1K0.00%+16,962New
Grassi Investment Management16,800$449.0K0.05%−6,000−26.3%Reduced
Moody National Bank Trust Division16,260$434.3K0.03%00.0%Unchanged
Kestra Advisory Services, LLC16,211$433.0K0.00%−21,244−56.7%Reduced
Beacon Financial Group15,720$421.0K0.06%−2,305−12.8%Reduced
Sigma Planning Corp15,735$420.3K0.02%+311+2.0%Added
PGGM Investments15,529$415.0K0.01%−6,641−30.0%Reduced
Great Valley Advisor Group, Inc.15,202$406.1K0.02%−1,033−6.4%Reduced
SageView Advisory Group, LLC15,088$403.0K0.02%+1,119+8.0%Added
Guinness Asset Management LTD15,004$400.8K0.01%−2,667−15.1%Reduced
CWM, LLC14,850$397.0K0.00%−851,511−98.3%Reduced
Parallax Volatility Advisers, L.P.14,804$395.4K0.01%+14,804New
CWM Advisors, LLC14,698$392.6K0.05%+14,698New
South Dakota Investment Council14,672$392.0K0.01%−5,200−26.2%Reduced
Abbrea Capital, LLC14,475$391.0K0.06%00.0%Unchanged
US Bancorp14,246$380.5K0.00%−923−6.1%Reduced
Keybank National Association14,164$378.3K0.00%−358−2.5%Reduced
SkyView Investment Advisors, LLC14,073$376.0K0.09%+14,073New
Delta Investment Management, LLC14,047$375.2K0.10%−28−0.2%Reduced
New Mexico Educational Retirement Board13,873$371.0K0.02%+700+5.3%Added
Cooper Financial Group13,655$364.7K0.09%+1,274+10.3%Added
Resources Investment Advisors, LLC.13,641$364.4K0.01%+13,641New
Gabelli Funds LLC13,218$353.1K0.00%−22,270−62.8%Reduced
Ritholtz Wealth Management13,185$352.2K0.02%+13,185New
MML Investors Services, LLC13,018$348.0K0.00%+2,876+28.4%Added
Stratos Wealth Partners, LTD.13,006$347.4K0.01%−129−1.0%Reduced
KB Financial Partners, LLC13,006$347.0K0.10%+12,830+7,289.8%Added
Thrivent Financial for Lutherans12,711$340.0K0.00%−90−0.7%Reduced
Centennial Wealth Advisory LLC12,516$334.3K0.17%+51+0.4%Added
Metropolitan Life Insurance Co12,441$332.3K0.02%−315−2.5%Reduced
Larson Financial Group LLC12,257$327.4K0.03%+177+1.5%Added
Verity Asset Management, Inc.12,003$320.6K0.24%+905+8.2%Added
My Legacy Advisors, LLC10,774$314.7K0.12%+395+3.8%Added
Fifth Third Bancorp11,733$313.4K0.00%−779−6.2%Reduced
Kayne Anderson Rudnick Investment Management LLC11,615$310.2K0.00%00.0%Unchanged
E. Ohman J:or Asset Management AB11,600$309.8K0.01%00.0%Unchanged
Sowell Financial Services LLC11,171$302.0K0.02%+11,171New
O'Shaughnessy Asset Management, LLC11,005$293.9K0.00%+11,005New
APG Asset Management N.V.12,006$293.9K0.00%−1,400−10.4%Reduced
Boston Trust Walden Corp11,000$293.8K0.00%00.0%Unchanged
Squarepoint Ops LLC10,941$292.2K0.00%−92,273−89.4%Reduced
Financial Advocates Investment Management10,823$289.1K0.02%+10,823New
Aviva PLC10,729$286.6K0.00%−16,019−59.9%Reduced
Teza Capital Management LLC10,727$286.5K0.05%−42,334−79.8%Reduced
Angeles Wealth Management, LLC10,649$284.4K0.04%−25−0.2%Reduced
Cornerstone Wealth Management, LLC10,512$280.8K0.03%−1,300−11.0%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC10,295$275.0K0.09%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund10,248$274.0K0.02%+100+1.0%Added
Boston Private Wealth LLC10,180$271.9K0.00%−392−3.7%Reduced
Joule Financial, LLC10,176$271.8K0.14%+2,402+30.9%Added
Neo Ivy Capital Management10,164$271.0K0.14%+10,164New
Finer Wealth Management, Inc.10,106$269.9K0.21%00.0%Unchanged
Veritable, L.P.10,054$268.5K0.00%−4,127−29.1%Reduced
Belpointe Asset Management LLC10,045$268.3K0.03%−1,069−9.6%Reduced
Fortis Capital Advisors, LLC10,045$268.3K0.16%−544−5.1%Reduced
RFG Advisory, LLC9,943$265.6K0.01%−1,156−10.4%Reduced
Moloney Securities Asset Management, LLC9,813$262.1K0.05%−7,220−42.4%Reduced
Rothschild Investment Corp9,795$262.0K0.02%−315−3.1%Reduced
Capstone Investment Advisors, LLC9,743$260.2K0.01%+9,743New
Wesbanco Bank Inc9,733$260.0K0.01%−522−5.1%Reduced
Revisor Wealth Management LLC9,702$259.1K0.23%+435+4.7%Added
Lumature Wealth Partners, LLC9,668$258.2K0.15%−35−0.4%Reduced
Yorktown Management & Research Co Inc9,600$256.4K0.28%00.0%Unchanged
Fundamentun, LLC9,518$254.2K0.04%+516+5.7%Added
Ieq Capital, LLC9,358$250.0K0.01%−769−7.6%Reduced
Ostrum Asset Management9,063$242.1K0.02%+8+0.1%Added
Northwestern Mutual Investment Management Company, LLC9,006$240.6K0.01%+40+0.4%Added
Greylin Investment Mangement Inc8,957$239.2K0.04%−1,269−12.4%Reduced
Machina Capital S.A.S.8,923$238.3K0.14%+8,923New
Change Path, LLC8,901$238.0K0.01%−278−3.0%Reduced
Synovus Financial Corp8,904$237.8K0.00%00.0%Unchanged
Metis Global Partners, LLC8,901$237.7K0.01%−230−2.5%Reduced
Proequities, Inc.8,753$236.4K0.02%+199+2.3%Added
Ropes Wealth Advisors LLC8,780$234.5K0.04%+80+0.9%Added
Advisory Services Network, LLC8,706$232.5K0.01%−2,069−19.2%Reduced
Nilsine Partners, LLC8,603$229.8K0.03%+30.0%Added
Macquarie Group Ltd8,545$228.2K0.00%−3,233−27.4%Reduced
M&T Bank Corp8,531$228.2K0.00%+60+0.7%Added
Bank of Nova Scotia8,511$227.3K0.00%+32+0.4%Added
Private Advisor Group, LLC8,500$227.0K0.00%−6,304−42.6%Reduced
Truadvice, LLC8,041$224.7K0.08%−802−9.1%Reduced
Bessemer Group Inc8,288$222.0K0.00%+5,658+215.1%Added
Rodgers Brothers Inc.8,311$222.0K0.04%−675−7.5%Reduced
Empirical Finance, LLC8,296$221.6K0.02%+8,296New
Eqis Capital Management, Inc.8,184$218.6K0.02%−3,022−27.0%Reduced
Indiana Trust & Investment Management CO8,119$216.9K0.11%00.0%Unchanged
Prentice Wealth Management LLC8,085$215.9K0.10%00.0%Unchanged
Vident Investment Advisory, LLC8,040$215.1K0.01%−12,796−61.4%Reduced
Summit Trail Advisors, LLC7,965$215.1K0.01%+7,965New
Chicago Capital, LLC8,004$213.8K0.01%00.0%Unchanged
Evergreen Capital Management LLC7,884$211.5K0.01%−1,728−18.0%Reduced
Tokio Marine Asset Management Co Ltd7,811$208.6K0.01%+7,811New
Prossimo Advisors, LLC7,584$203.0K0.20%+7,584New
Smith Shellnut Wilson LLC7,548$201.6K0.11%−78−1.0%Reduced
Van Eck Associates Corp7,316$195.0K0.00%00.0%Unchanged