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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 13,036 | $320.0K | 0.09% | +30+0.2% | Added |
| Kestra Advisory Services, LLC | 13,125 | $322.6K | 0.00% | −3,086−19.0% | Reduced |
| Macquarie Group Ltd | 13,177 | $323.9K | 0.00% | +4,632+54.2% | Added |
| Gabelli Funds LLC | 13,218 | $324.9K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,276 | $326.3K | 0.01% | +270+2.1% | Added |
| Keybank National Association | 13,466 | $331.0K | 0.00% | −698−4.9% | Reduced |
| Guinness Asset Management LTD | 13,484 | $331.4K | 0.01% | −1,520−10.1% | Reduced |
| Resources Investment Advisors, LLC. | 13,641 | $335.3K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 13,777 | $338.6K | 0.21% | +13,777 | New |
| SageView Advisory Group, LLC | 14,233 | $349.8K | 0.02% | −855−5.7% | Reduced |
| Cooper Financial Group | 14,311 | $351.8K | 0.08% | +656+4.8% | Added |
| Summit Financial Group Inc | 14,360 | $353.0K | 0.15% | −3,080−17.7% | Reduced |
| Pathstone Family Office, LLC | 14,333 | $353.2K | 0.00% | +14,333 | New |
| IFP Advisors, Inc | 14,464 | $355.5K | 0.02% | +1,088+8.1% | Added |
| SkyView Investment Advisors, LLC | 14,629 | $359.0K | 0.15% | +556+4.0% | Added |
| Abbrea Capital, LLC | 14,475 | $360.0K | 0.06% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 14,873 | $366.0K | 0.02% | +1,000+7.2% | Added |
| CWM Advisors, LLC | 14,942 | $367.3K | 0.05% | +244+1.7% | Added |
| US Bancorp | 14,941 | $367.3K | 0.00% | +695+4.9% | Added |
| SG Americas Securities, LLC | 14,990 | $368.0K | 0.00% | −21,358−58.8% | Reduced |
| Sigma Planning Corp | 15,534 | $381.8K | 0.01% | −201−1.3% | Reduced |
| PGGM Investments | 15,529 | $382.0K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 15,616 | $383.8K | 0.11% | +1,569+11.2% | Added |
| Mirabella Financial Services LLP | 15,725 | $386.5K | 0.05% | +15,725 | New |
| Simplex Trading, LLC | 15,842 | $389.0K | 0.01% | +15,842 | New |
| Allspring Global Investments Holdings, LLC | 16,103 | $395.8K | 0.00% | −14,190−46.8% | Reduced |
| Beacon Financial Group | 14,824 | $396.0K | 0.06% | −896−5.7% | Reduced |
| Financial Advocates Investment Management | 16,197 | $398.1K | 0.03% | +5,374+49.7% | Added |
| Moody National Bank Trust Division | 16,260 | $399.7K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 16,383 | $402.7K | 0.02% | −96,858−85.5% | Reduced |
| MML Investors Services, LLC | 16,395 | $403.0K | 0.00% | +3,377+25.9% | Added |
| Grassi Investment Management | 16,800 | $413.0K | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 16,996 | $417.8K | 0.02% | +8,095+90.9% | Added |
| First Manhattan Co | 17,200 | $422.8K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 17,600 | $432.6K | 0.01% | −100−0.6% | Reduced |
| Centiva Capital, LP | 17,709 | $435.3K | 0.02% | +17,709 | New |
| Williams Jones Wealth Management, LLC. | 18,025 | $443.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 18,070 | $444.2K | 0.00% | −5,077−21.9% | Reduced |
| Leeward Financial Partners, LLC | 18,438 | $453.2K | 0.25% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,503 | $455.0K | 0.02% | +1,476+8.7% | Added |
| Wealth Alliance Advisory Group, LLC | 18,754 | $461.0K | 0.14% | −1,604−7.9% | Reduced |
| First National Trust Co | 18,880 | $464.1K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 18,992 | $466.8K | 0.28% | +18,992 | New |
| Wellington Management Group LLP | 19,096 | $469.4K | 0.00% | −515−2.6% | Reduced |
| Fox Run Management, L.L.C. | 19,312 | $474.7K | 0.14% | +19,312 | New |
| Hartford Investment Management Co | 19,323 | $475.0K | 0.02% | −652−3.3% | Reduced |
| North Star Asset Management Inc | 19,363 | $475.9K | 0.03% | −300−1.5% | Reduced |
| Vident Advisory, LLC | 19,440 | $477.8K | 0.01% | +19,440 | New |
| Cetera Advisors LLC | 19,536 | $480.2K | 0.01% | +1,734+9.7% | Added |
| Engineers Gate Manager LP | 19,575 | $481.2K | 0.02% | +19,575 | New |
| Silvercrest Asset Management Group LLC | 19,883 | $488.7K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 19,895 | $489.0K | 0.29% | −8,490−29.9% | Reduced |
| Whitener Capital Management, Inc. | 19,974 | $491.0K | 0.20% | +460+2.4% | Added |
| CI Private Wealth, LLC | 20,243 | $497.6K | 0.00% | +2,354+13.2% | Added |
| SeaCrest Wealth Management, LLC | 20,290 | $498.7K | 0.06% | +955+4.9% | Added |
| Dynamic Technology Lab Private Ltd | 20,304 | $499.0K | 0.05% | +20,304 | New |
| Crossmark Global Holdings, Inc. | 20,817 | $501.0K | 0.01% | +220+1.1% | Added |
| Securian Asset Management, Inc | 20,407 | $501.6K | 0.01% | −2,812−12.1% | Reduced |
| Aigen Investment Management, LP | 20,430 | $502.2K | 0.09% | +20,430 | New |
| GWM Advisors LLC | 20,921 | $514.2K | 0.01% | +2,161+11.5% | Added |
| Bridgefront Capital, LLC | 21,011 | $516.5K | 0.36% | +3,496+20.0% | Added |
| Associated Banc-Corp | 21,147 | $519.8K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 21,315 | $523.9K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 21,738 | $534.3K | 0.16% | +21,738 | New |
| Capital Investment Counsel, Inc | 21,819 | $536.3K | 0.11% | −500−2.2% | Reduced |
| Herold Advisors, Inc. | 21,850 | $537.1K | 0.16% | 00.0% | Unchanged |
| JustInvest LLC | 21,902 | $538.4K | 0.02% | +879+4.2% | Added |
| Clifford Swan Investment Counsel LLC | 21,929 | $539.0K | 0.02% | −2,000−8.4% | Reduced |
| Factorial Partners, LLC | 22,000 | $540.8K | 0.39% | −13,700−38.4% | Reduced |
| Maryland State Retirement & Pension System | 22,030 | $541.5K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,095 | $543.0K | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 22,101 | $543.2K | 0.00% | −5,909−21.1% | Reduced |
| ARGA Investment Management, LP | 22,189 | $545.4K | 0.02% | −4,810−17.8% | Reduced |
| Advisor Partners II, LLC | 22,293 | $548.0K | 0.02% | +1,433+6.9% | Added |
| Rockland Trust Co | 22,357 | $549.5K | 0.03% | −1,649−6.9% | Reduced |
| Abundance Wealth Counselors | 22,771 | $560.0K | 0.16% | +22,771 | New |
| Kentucky Retirement Systems | 22,901 | $562.9K | 0.02% | −53−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 23,250 | $571.5K | 0.01% | −3,238−12.2% | Reduced |
| Teacher Retirement System of Texas | 23,282 | $572.0K | 0.00% | +583+2.6% | Added |
| Achmea Investment Management B.V. | 23,520 | $578.0K | 0.01% | −636−2.6% | Reduced |
| Griffin Asset Management, Inc. | 23,540 | $578.6K | 0.08% | +150+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 23,844 | $586.1K | 0.00% | +901+3.9% | Added |
| D.A. Davidson & Co. | 23,907 | $587.6K | 0.01% | +5,928+33.0% | Added |
| Daiwa Securities Group Inc. | 24,087 | $592.0K | 0.00% | +889+3.8% | Added |
| Everence Capital Management Inc | 24,430 | $600.0K | 0.05% | +24,430 | New |
| Park National Corp | 24,988 | $614.2K | 0.03% | +761+3.1% | Added |
| Elo Mutual Pension Insurance Co | 25,152 | $618.0K | 0.02% | +365+1.5% | Added |
| Sherbrooke Park Advisers LLC | 25,235 | $620.3K | 0.20% | +25,235 | New |
| Park Avenue Securities LLC | 25,350 | $623.0K | 0.01% | +485+2.0% | Added |
| Teachers Retirement System of the State of Kentucky | 25,394 | $624.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,494 | $626.6K | 0.00% | +25,494 | New |
| Oppenheimer & Co Inc | 25,765 | $633.3K | 0.01% | −1,306−4.8% | Reduced |
| Brown Brothers Harriman & Co | 25,795 | $634.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,181 | $643.5K | 0.01% | −35,193−57.3% | Reduced |
| Investment Management Corp of Ontario | 26,279 | $645.9K | 0.03% | +7,962+43.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 26,464 | $650.5K | 0.19% | 00.0% | Unchanged |
| Ascent Group, LLC | 29,088 | $669.0K | 0.07% | −5,065−14.8% | Reduced |
| British Columbia Investment Management Corp | 27,220 | $669.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 27,592 | $678.0K | 0.00% | +3,354+13.8% | Added |
| Garda Capital Partners LP | 27,596 | $678.3K | 0.43% | +27,596 | New |