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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
Whittier Trust Co of Nevada Inc7,300$194.9K0.01%00.0%Unchanged
Allworth Financial LP7,276$194.3K0.00%−3,321−31.3%Reduced
Meeder Asset Management Inc7,179$191.8K0.01%00.0%Unchanged
Vestcor Inc7,095$190.0K0.01%00.0%Unchanged
Ridgewood Investments LLC6,765$180.7K0.10%00.0%Unchanged
First National Bank of South Miami6,141$164.0K0.13%−909−12.9%Reduced
Ci Investments Inc.6,101$163.0K0.00%−259−4.1%Reduced
Federation des caisses Desjardins du Quebec5,878$157.0K0.00%+1,614+37.9%Added
Knights of Columbus Asset Advisors LLC5,874$156.9K0.01%00.0%Unchanged
Banque Cantonale Vaudoise5,825$155.0K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.5,350$142.9K0.00%+5,350New
Horizon Investments, LLC4,409$117.8K0.00%−1,341−23.3%Reduced
Harbor Capital Advisors, Inc.4,400$117.5K0.02%00.0%Unchanged
Independence Bank of Kentucky4,000$106.8K0.04%00.0%Unchanged
Huntington National Bank3,601$96.2K0.00%−793−18.0%Reduced
Sunbelt Securities, Inc.3,429$91.6K0.01%+3,429New
Geneos Wealth Management Inc.3,373$90.1K0.00%+379+12.7%Added
Whittier Trust Co3,335$89.0K0.00%−3,000−47.4%Reduced
Parallel Advisors, LLC3,319$88.7K0.00%−1,568−32.1%Reduced
Signaturefd, LLC3,295$88.0K0.00%+696+26.8%Added
Caldwell Trust Co3,009$80.4K0.01%00.0%Unchanged
Quadrant Capital Group LLC2,904$77.6K0.01%−271−8.5%Reduced
ORG Partners LLC2,819$75.5K0.01%−16,876−85.7%Reduced
Harvest Fund Management Co., Ltd2,729$73.0K0.01%00.0%Unchanged
Covestor Ltd2,719$72.0K0.05%−745−21.5%Reduced
Desjardins Global Asset Management Inc.2,567$68.5K0.01%00.0%Unchanged
NVWM, LLC2,400$64.1K0.02%00.0%Unchanged
Capital Analysts, LLC2,299$61.0K0.00%−170−6.9%Reduced
Northwest Investment Counselors, LLC2,170$58.0K0.02%+400+22.6%Added
Tower Research Capital LLC (TRC)2,140$57.2K0.00%−7,029−76.7%Reduced
Tobam2,116$57.0K0.00%+2,116New
UniSuper Management Pty Ltd2,100$56.1K0.00%+2,100New
Spire Wealth Management2,065$55.2K0.00%−103−4.8%Reduced
Harbour Investments, Inc.2,004$53.5K0.00%+161+8.7%Added
Anchor Investment Management, LLC2,000$53.4K0.01%−65−3.1%Reduced
Tompkins Financial Corp2,000$53.4K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.2,000$53.4K0.03%+1,000+100.0%Added
Global Retirement Partners, LLC1,966$52.5K0.00%+339+20.8%Added
Clearview Wealth Advisors LLC1,931$51.6K0.05%+20+1.0%Added
Penserra Capital Management LLC1,837$49.0K0.00%−78,230−97.7%Reduced
V-Square Quantitative Management LLC1,818$48.6K0.04%+1,818New
Private Trust Co NA1,788$47.8K0.01%00.0%Unchanged
Investors Research Corp1,700$45.4K0.01%00.0%Unchanged
Westpac Banking Corp1,693$45.2K0.00%−43,394−96.2%Reduced
Deseret Mutual Benefit Administrators1,653$44.2K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,603$42.8K0.00%+44+2.8%Added
Pension & Wealth Management Advisors, Inc.1,450$38.7K0.03%00.0%Unchanged
Private Ocean, LLC1,405$37.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,365$36.5K0.01%−81−5.6%Reduced
GHP Investment Advisors, Inc.1,303$36.4K0.00%00.0%Unchanged
Cutler Group LP1,326$35.0K0.01%+1,326New
Central Trust Co1,298$34.7K0.00%00.0%Unchanged
CVA Family Office, LLC1,270$33.9K0.01%−165−11.5%Reduced
BI Asset Management Fondsmaeglerselskab A/S1,240$33.0K0.00%00.0%Unchanged
Washington Trust Co1,200$32.1K0.00%00.0%Unchanged
Grove Bank & Trust1,175$31.4K0.01%+317+36.9%Added
First Capital Advisors Group, LLC.1,134$30.3K0.02%+1,134New
Bank of New Hampshire1,120$29.9K0.01%−800−41.7%Reduced
Leonteq Securities AG1,089$29.1K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,057$28.2K0.00%−43−3.9%Reduced
RFP Financial Group LLC1,000$26.7K0.01%+1,000New
Newbridge Financial Services Group, Inc.994$26.6K0.01%+11+1.1%Added
Hexagon Capital Partners LLC989$26.4K0.01%−44−4.3%Reduced
Umb Bank N A980$26.2K0.00%−1,229−55.6%Reduced
Headlands Technologies LLC932$24.9K0.01%+932New
Parkside Financial Bank & Trust907$24.2K0.01%−34−3.6%Reduced
Baldwin Brothers Inc817$21.8K0.00%00.0%Unchanged
Federated Hermes, Inc.777$20.8K0.00%−80−9.3%Reduced
Global Trust Asset Management, LLC675$18.0K0.01%00.0%Unchanged
Twin Tree Management, LP672$17.9K0.00%+672New
TD Private Client Wealth LLC662$17.7K0.00%−37−5.3%Reduced
Johnson Midwest Financial, LLC658$17.6K0.02%+8+1.2%Added
Zions Bancorporation, N.A.638$17.0K0.00%00.0%Unchanged
Sandy Spring Bank600$16.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC596$15.9K0.00%−245−29.1%Reduced
Harbor Investment Advisory, LLC531$14.2K0.00%00.0%Unchanged
Front Row Advisors LLC500$14.0K0.01%00.0%Unchanged
Glassman Wealth Services500$13.4K0.00%00.0%Unchanged
Horan Securities, Inc.490$13.1K0.01%−342−41.1%Reduced
Hazlett, Burt & Watson, Inc.500$13.0K0.01%00.0%Unchanged
Smithfield Trust Co484$13.0K0.00%00.0%Unchanged
City State Bank500$13.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt463$12.5K0.00%00.0%Unchanged
Arlington Partners LLC447$11.9K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC442$11.8K0.00%+12+2.8%Added
VisionPoint Advisory Group, LLC398$10.6K0.00%+398New
Massmutual Trust Co FSB396$10.6K0.00%−332−45.6%Reduced
Clear Street Markets LLC372$10.0K0.00%−188−33.6%Reduced
Consultiva Wealth Management, Corp.354$9.46K0.24%+354New
Focused Wealth Management, Inc347$9.26K0.00%+4+1.2%Added
AdvisorNet Financial, Inc330$8.81K0.00%−106−24.3%Reduced
1832 Asset Management L.P.320$8.55K0.00%00.0%Unchanged
Fairfield, Bush & Co.308$8.23K0.00%+308New
Key Financial Inc291$7.77K0.00%00.0%Unchanged
JJJ Advisors Inc.281$7.51K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC281$7.51K0.00%−19−6.3%Reduced
West Paces Advisors Inc.231$6.17K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC217$5.80K0.00%00.0%Unchanged
Jones Financial Companies LLLP204$5.45K0.00%−1−0.5%Reduced
Farmers & Merchants Investments Inc191$5.10K0.00%−31−14.0%Reduced