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, Q3 2023
Institutional positions in Franklin Templeton Inc as of Sep 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
- 537
- +7 vs. Q2 2023
- Shares held
- 221.4M
- −12.3M (−5.3%) vs. Q2 2023
- Total value
- $5.45B
- −$800.6M (−12.8%) vs. Q2 2023
- New holders
- 58
- 175 more added
- Sold out
- 51
- 193 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $147 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 11 | $274 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $299 | 0.00% | −37−75.5% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $349 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 21 | $561 | 0.00% | +21 | New |
| Baker Avenue Asset Management, LP | 33 | $811 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $860 | 0.00% | +35 | New |
| Jackson, Grant Investment Advisers, Inc. | 40 | $983 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 40 | $983 | 0.00% | +40 | New |
| Tobam | 50 | $1.00K | 0.00% | −2,066−97.6% | Reduced |
| Lazard Asset Management LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $1.06K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $1.07K | 0.00% | +43 | New |
| TFC Financial Management | 47 | $1.16K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 47 | $1.16K | 0.00% | +38+422.2% | Added |
| USA Financial Portformulas Corp | 56 | $1.38K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 74 | $1.83K | 0.00% | +1+1.4% | Added |
| SJS Investment Consulting Inc. | 76 | $1.87K | 0.00% | +21+38.2% | Added |
| Versant Capital Management, Inc | 86 | $2.11K | 0.00% | −66−43.4% | Reduced |
| SOA Wealth Advisors, LLC. | 95 | $2.35K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 110 | $2.70K | 0.00% | +5+4.8% | Added |
| Activest Wealth Management | 113 | $2.78K | 0.00% | −23−16.9% | Reduced |
| GoalVest Advisory LLC | 120 | $2.95K | 0.00% | +120 | New |
| Shell Asset Management Co | 117 | $3.00K | 0.00% | −46−28.2% | Reduced |
| Ancora Advisors, LLC | 125 | $3.07K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 136 | $3.35K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 143 | $3.50K | 0.00% | +2+1.4% | Added |
| Sutton Wealth Advisors Inc. | 145 | $3.56K | 0.00% | +35+31.8% | Added |
| Earnest Partners LLC | 174 | $4.28K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 181 | $4.45K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 188 | $4.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $4.70K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 242 | $5.00K | 0.00% | +242 | New |
| Jones Financial Companies LLLP | 204 | $5.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 217 | $5.33K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 231 | $5.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 281 | $6.91K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 281 | $6.91K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 259 | $7.00K | 0.00% | +60+30.2% | Added |
| Key Financial Inc | 291 | $7.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 300 | $7.37K | 0.00% | −30−9.1% | Reduced |
| 1832 Asset Management L.P. | 325 | $7.99K | 0.00% | +5+1.6% | Added |
| Focused Wealth Management, Inc | 350 | $8.61K | 0.00% | +3+0.9% | Added |
| ORG Partners LLC | 363 | $8.92K | 0.00% | −2,456−87.1% | Reduced |
| EverSource Wealth Advisors, LLC | 419 | $10.3K | 0.00% | −23−5.2% | Reduced |
| Massmutual Trust Co FSB | 446 | $11.0K | 0.00% | +50+12.6% | Added |
| Arlington Partners LLC | 447 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 447 | $11.0K | 0.00% | +447 | New |
| Valley National Advisers Inc | 435 | $11.0K | 0.00% | +315+262.5% | Added |
| Quent Capital, LLC | 458 | $11.3K | 0.00% | +458 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $11.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 479 | $11.8K | 0.00% | −183−27.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $12.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $12.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $12.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $12.0K | 0.00% | +500 | New |
| Glassman Wealth Services | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $12.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 531 | $13.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 596 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 600 | $14.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 610 | $15.0K | 0.00% | −28−4.4% | Reduced |
| Johnson Midwest Financial, LLC | 664 | $16.3K | 0.04% | +6+0.9% | Added |
| Global Trust Asset Management, LLC | 675 | $16.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 683 | $16.8K | 0.00% | −11,574−94.4% | Reduced |
| Federated Hermes, Inc. | 713 | $17.5K | 0.00% | −64−8.2% | Reduced |
| ING Groep NV | 726 | $17.8K | 0.00% | +726 | New |
| Baldwin Brothers Inc | 817 | $20.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 847 | $20.8K | 0.01% | −142−14.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 908 | $22.3K | 0.01% | −86−8.7% | Reduced |
| Parkside Financial Bank & Trust | 966 | $23.7K | 0.01% | +59+6.5% | Added |
| Umb Bank N A | 980 | $24.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 988 | $24.3K | 0.00% | −69−6.5% | Reduced |
| Peoples Bank | 1,000 | $24.6K | 0.02% | +1,000 | New |
| RFP Financial Group LLC | 1,000 | $24.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,120 | $27.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,140 | $28.0K | 0.01% | +1,034+975.5% | Added |
| Grove Bank & Trust | 1,175 | $28.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,200 | $29.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,303 | $29.5K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,240 | $30.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,233 | $30.3K | 0.00% | −555−31.0% | Reduced |
| Central Trust Co | 1,298 | $31.9K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,326 | $32.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,388 | $34.1K | 0.01% | +23+1.7% | Added |
| Private Ocean, LLC | 1,405 | $34.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $35.6K | 0.03% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 1,482 | $36.4K | 0.04% | +1,482 | New |
| Deseret Mutual Benefit Administrators | 1,552 | $38.1K | 0.02% | −101−6.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,571 | $38.6K | 0.00% | −32−2.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,624 | $39.9K | 0.01% | +1,624 | New |
| Sentry Investment Management LLC | 1,631 | $40.0K | 0.02% | +1,631 | New |
| Westpac Banking Corp | 1,693 | $41.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,700 | $41.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,000 | $49.2K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $49.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,000 | $49.2K | 0.01% | 00.0% | Unchanged |