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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 839,788 | $20.6M | 0.01% | −2,061−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 842,833 | $20.7M | 0.03% | +693,107+462.9% | Added |
| Victory Capital Management Inc | 854,271 | $21.0M | 0.02% | +155,726+22.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 854,687 | $21.0M | 0.02% | −10,881−1.3% | Reduced |
| Alps Advisors Inc | 870,061 | $21.4M | 0.18% | −8,921−1.0% | Reduced |
| Raymond James & Associates | 891,064 | $21.9M | 0.02% | −98,865−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 966,212 | $23.7M | 0.11% | +110,806+13.0% | Added |
| UBS Group AG | 973,138 | $23.9M | 0.01% | +116,996+13.7% | Added |
| Deutsche Bank AG | 981,103 | $24.1M | 0.02% | +106,129+12.1% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 1,000,000 | $24.6M | 1.32% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,161,954 | $28.6M | 0.06% | +1,356+0.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,170,702 | $28.8M | 0.14% | +797+0.1% | Added |
| Millennium Management LLC | 1,195,596 | $29.4M | 0.03% | +1,195,596 | New |
| Wedge Capital Management L L P | 1,346,755 | $33.1M | 0.65% | +201,688+17.6% | Added |
| First Trust Advisors LP | 1,405,764 | $34.6M | 0.04% | −249,292−15.1% | Reduced |
| Norges Bank | 1,448,604 | $35.6M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,532,281 | $37.7M | 0.02% | +295,324+23.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,689,131 | $41.5M | 3.65% | −7,499−0.4% | Reduced |
| Barclays PLC | 1,750,779 | $43.0M | 0.03% | +1,015,225+138.0% | Added |
| Charles Schwab Investment Management Inc | 1,840,863 | $45.2M | 0.01% | +14,896+0.8% | Added |
| Legal & General Group Plc | 2,090,628 | $51.4M | 0.02% | −91,662−4.2% | Reduced |
| Royal Bank of Canada | 2,659,437 | $65.4M | 0.02% | −3,338−0.1% | Reduced |
| Dimensional Fund Advisors LP | 2,912,930 | $71.6M | 0.02% | −184,902−6.0% | Reduced |
| Goldman Sachs Group Inc | 2,948,025 | $72.5M | 0.02% | +240,766+8.9% | Added |
| Northern Trust Corp | 3,053,751 | $75.1M | 0.01% | +202,288+7.1% | Added |
| Bank of New York Mellon Corp | 3,142,134 | $77.2M | 0.02% | −74,461−2.3% | Reduced |
| Morgan Stanley | 3,893,207 | $95.7M | 0.01% | +115,100+3.0% | Added |
| Amundi | 5,053,669 | $123.5M | 0.06% | +17,287+0.3% | Added |
| Geode Capital Management, LLC | 6,188,225 | $151.8M | 0.02% | +116,982+1.9% | Added |
| ProShare Advisors LLC | 6,184,032 | $152.0M | 0.47% | −305,536−4.7% | Reduced |
| Invesco Ltd. | 6,563,774 | $161.3M | 0.04% | +415,512+6.8% | Added |
| Clarkston Capital Partners, LLC | 6,956,196 | $171.0M | 3.36% | −126,193−1.8% | Reduced |
| State Street Corp | 21,314,443 | $530.2M | 0.03% | −10,443,549−32.9% | Reduced |
| Capital Research Global Investors | 22,608,836 | $555.7M | 0.15% | +9,6260.0% | Added |
| BlackRock Inc. | 28,852,137 | $709.2M | 0.02% | −262,344−0.9% | Reduced |
| Vanguard Group Inc | 34,481,717 | $847.6M | 0.02% | −301,720−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 41,958 | – | – | −771−1.8% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,957,131−100.0% | Sold out |
| Wallace Capital Management Inc. | 0 | $0 | 0.00% | −295,415−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −178,728−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −140,700−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −91,475−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −78,556−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −61,460−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −49,598−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −38,171−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −35,720−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −28,830−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −24,217−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,838−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,365−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −20,789−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −19,108−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −15,202−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −14,804−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,941−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,164−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −10,054−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,743−100.0% | Sold out |
| Greylin Investment Mangement Inc | 0 | $0 | 0.00% | −8,957−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −8,901−100.0% | Sold out |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −8,780−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −8,531−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −8,041−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −8,085−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −8,040−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −8,004−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −7,584−100.0% | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −7,548−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −6,765−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Consultiva Wealth Management, Corp. | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| First National Bank of South Miami | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |