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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, 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.

Institutional holdersQ3 2023: 537 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 heldQ3 2023: $5.45B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q2 2023.

Institutions holding BEN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.2,004$49.2K0.00%00.0%Unchanged
Huntington National Bank2,055$50.5K0.00%−1,546−42.9%Reduced
UniSuper Management Pty Ltd2,100$51.6K0.00%00.0%Unchanged
Global Retirement Partners, LLC2,241$53.2K0.00%+275+14.0%Added
Northwest Investment Counselors, LLC2,170$53.3K0.01%00.0%Unchanged
Spire Wealth Management2,244$55.2K0.00%+179+8.7%Added
Harvest Fund Management Co., Ltd2,274$56.0K0.01%−455−16.7%Reduced
Covestor Ltd2,373$58.0K0.04%−346−12.7%Reduced
NVWM, LLC2,400$59.7K0.02%00.0%Unchanged
Capital Analysts, LLC2,502$61.0K0.00%+203+8.8%Added
Credit Agricole S A2,675$65.8K0.00%+2,675New
Penserra Capital Management LLC2,993$73.0K0.00%+1,156+62.9%Added
Independence Bank of Kentucky2,999$73.7K0.03%−1,001−25.0%Reduced
Caldwell Trust Co3,009$74.0K0.01%00.0%Unchanged
Point72 Asset Management, L.P.3,165$77.8K0.00%−485,714−99.4%Reduced
Coppell Advisory Solutions LLC3,000$79.1K0.03%+3,000New
Whittier Trust Co3,363$82.6K0.00%+28+0.8%Added
Sunbelt Securities, Inc.3,429$84.3K0.01%00.0%Unchanged
Quadrant Capital Group LLC3,493$85.9K0.01%+589+20.3%Added
Signaturefd, LLC3,564$87.6K0.00%+269+8.2%Added
Aquatic Capital Management LLC3,600$88.0K0.00%+3,600New
Federation des caisses Desjardins du Quebec3,900$95.9K0.00%−1,978−33.7%Reduced
South Dakota Investment Council4,242$104.0K0.00%−10,430−71.1%Reduced
Harbor Capital Advisors, Inc.4,400$108.2K0.02%00.0%Unchanged
Centaurus Financial, Inc.4,442$109.0K0.01%+4,442New
Horizon Investments, LLC4,464$109.7K0.00%+55+1.2%Added
Parallel Advisors, LLC5,241$128.8K0.00%+1,922+57.9%Added
Geneos Wealth Management Inc.5,636$138.5K0.01%+2,263+67.1%Added
Knights of Columbus Asset Advisors LLC5,874$144.4K0.01%00.0%Unchanged
Ci Investments Inc.6,095$150.0K0.00%−6−0.1%Reduced
United Community Bank6,161$151.4K0.07%+6,161New
Vestcor Inc6,984$172.0K0.01%−111−1.6%Reduced
Van Eck Associates Corp7,036$173.0K0.00%−280−3.8%Reduced
Meeder Asset Management Inc7,179$176.5K0.01%00.0%Unchanged
Allworth Financial LP7,207$177.1K0.00%−69−0.9%Reduced
Whittier Trust Co of Nevada Inc7,300$179.4K0.01%00.0%Unchanged
CWM, LLC7,648$188.0K0.00%−7,202−48.5%Reduced
Bessemer Group Inc8,032$198.0K0.00%−256−3.1%Reduced
Indiana Trust & Investment Management CO8,119$199.6K0.10%00.0%Unchanged
Summit Trail Advisors, LLC8,054$200.4K0.01%+89+1.1%Added
Imprint Wealth LLC8,124$202.1K0.17%+8,124New
Atom Investors LP8,361$205.5K0.05%+8,361New
Echo Street Capital Management LLC8,378$205.9K0.00%+8,378New
Fundamentun, LLC8,380$206.0K0.03%−1,138−12.0%Reduced
PEAK6 Investments LLC8,423$207.0K0.01%+8,423New
Rodgers Brothers Inc.8,511$209.2K0.04%+200+2.4%Added
Eqis Capital Management, Inc.8,555$210.3K0.03%+371+4.5%Added
Nilsine Partners, LLC8,603$211.5K0.03%00.0%Unchanged
RFG Advisory, LLC8,756$215.2K0.01%−1,187−11.9%Reduced
Private Advisor Group, LLC8,787$216.0K0.00%+287+3.4%Added
Bridgewater Associates, LP8,868$218.0K0.00%+8,868New
Csenge Advisory Group8,881$218.3K0.01%+8,881New
Nomura Holdings Inc8,884$218.4K0.00%−8,078−47.6%Reduced
Synovus Financial Corp8,905$218.9K0.00%+10.0%Added
Banque Cantonale Vaudoise8,925$219.0K0.01%+3,100+53.2%Added
Northwestern Mutual Investment Management Company, LLC8,977$220.7K0.01%−29−0.3%Reduced
Ostrum Asset Management9,002$221.3K0.02%−61−0.7%Reduced
Wesbanco Bank Inc9,032$222.0K0.01%−701−7.2%Reduced
Clare Market Investments LLC9,114$224.0K0.09%+9,114New
V-Square Quantitative Management LLC9,123$224.2K0.10%+7,305+401.8%Added
Tokio Marine Asset Management Co Ltd9,176$225.5K0.01%+1,365+17.5%Added
Empirical Finance, LLC9,300$228.6K0.02%+1,004+12.1%Added
NinePointTwo Capital9,397$230.0K0.09%+9,397New
Walleye Trading LLC9,450$232.3K0.01%−25,955−73.3%Reduced
Rothschild Investment Corp9,535$234.0K0.02%−260−2.7%Reduced
Yorktown Management & Research Co Inc9,600$236.0K0.27%00.0%Unchanged
Advisory Services Network, LLC9,845$242.0K0.01%+1,139+13.1%Added
Finer Wealth Management, Inc.10,106$248.4K0.20%00.0%Unchanged
Boston Private Wealth LLC10,123$248.8K0.01%−57−0.6%Reduced
Ritholtz Wealth Management10,212$251.0K0.01%−2,973−22.5%Reduced
Kentucky Retirement Systems Insurance Trust Fund10,225$251.3K0.02%−23−0.2%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC10,295$253.1K0.09%00.0%Unchanged
Aviva PLC10,576$260.0K0.00%−153−1.4%Reduced
Verition Fund Management LLC10,590$260.3K0.00%+10,590New
Moloney Securities Asset Management, LLC10,606$260.7K0.05%+793+8.1%Added
Angeles Wealth Management, LLC10,649$261.8K0.04%00.0%Unchanged
Joule Financial, LLC10,730$263.7K0.13%+554+5.4%Added
Fifth Third Bancorp10,741$264.0K0.00%−992−8.5%Reduced
Cornerstone Wealth Management, LLC10,757$264.4K0.02%+245+2.3%Added
My Legacy Advisors, LLC11,694$264.6K0.11%+920+8.5%Added
Machina Capital S.A.S.10,814$265.8K0.15%+1,891+21.2%Added
Boston Trust Walden Corp11,000$270.4K0.00%00.0%Unchanged
Sowell Financial Services LLC10,919$272.0K0.02%−252−2.3%Reduced
Revisor Wealth Management LLC11,122$273.4K0.23%+1,420+14.6%Added
APG Asset Management N.V.11,406$280.4K0.00%−600−5.0%Reduced
Norinchukin Bank, The11,572$284.4K0.01%−16,571−58.9%Reduced
Jefferies Financial Group Inc.11,600$285.1K0.01%−61,100−84.0%Reduced
E. Ohman J:or Asset Management AB11,600$285.1K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11,615$285.5K0.00%00.0%Unchanged
Metropolitan Life Insurance Co11,767$289.2K0.02%−674−5.4%Reduced
Proequities, Inc.11,844$294.7K0.02%+3,091+35.3%Added
Ieq Capital, LLC12,031$295.7K0.01%+2,673+28.6%Added
O'Shaughnessy Asset Management, LLC12,064$296.5K0.00%+1,059+9.6%Added
Centennial Wealth Advisory LLC12,079$296.9K0.16%−437−3.5%Reduced
Quantitative Investment Management, LLC12,271$301.0K0.05%+12,271New
Tower Research Capital LLC (TRC)12,492$307.1K0.01%+10,352+483.7%Added
Thrivent Financial for Lutherans12,513$308.0K0.00%−198−1.6%Reduced
Verity Asset Management, Inc.12,718$312.6K0.23%+715+6.0%Added
Captrust Financial Advisors12,988$319.2K0.00%−14,878−53.4%Reduced
Impact Partnership Wealth, LLC12,992$319.3K0.10%−7,399−36.3%Reduced