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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
Centiva Capital, LP17,709$435.3K0.02%+17,709New
Louisiana State Employees Retirement System17,600$432.6K0.01%−100−0.6%Reduced
First Manhattan Co17,200$422.8K0.00%00.0%Unchanged
Metis Global Partners, LLC16,996$417.8K0.02%+8,095+90.9%Added
Grassi Investment Management16,800$413.0K0.05%00.0%Unchanged
MML Investors Services, LLC16,395$403.0K0.00%+3,377+25.9%Added
Freestone Capital Holdings, LLC16,383$402.7K0.02%−96,858−85.5%Reduced
Moody National Bank Trust Division16,260$399.7K0.03%00.0%Unchanged
Financial Advocates Investment Management16,197$398.1K0.03%+5,374+49.7%Added
Beacon Financial Group14,824$396.0K0.06%−896−5.7%Reduced
Allspring Global Investments Holdings, LLC16,103$395.8K0.00%−14,190−46.8%Reduced
Simplex Trading, LLC15,842$389.0K0.01%+15,842New
Mirabella Financial Services LLP15,725$386.5K0.05%+15,725New
Delta Investment Management, LLC15,616$383.8K0.11%+1,569+11.2%Added
PGGM Investments15,529$382.0K0.01%00.0%Unchanged
Sigma Planning Corp15,534$381.8K0.01%−201−1.3%Reduced
SG Americas Securities, LLC14,990$368.0K0.00%−21,358−58.8%Reduced
US Bancorp14,941$367.3K0.00%+695+4.9%Added
CWM Advisors, LLC14,942$367.3K0.05%+244+1.7%Added
New Mexico Educational Retirement Board14,873$366.0K0.02%+1,000+7.2%Added
Abbrea Capital, LLC14,475$360.0K0.06%00.0%Unchanged
SkyView Investment Advisors, LLC14,629$359.0K0.15%+556+4.0%Added
IFP Advisors, Inc14,464$355.5K0.02%+1,088+8.1%Added
Pathstone Family Office, LLC14,333$353.2K0.00%+14,333New
Summit Financial Group Inc14,360$353.0K0.15%−3,080−17.7%Reduced
Cooper Financial Group14,311$351.8K0.08%+656+4.8%Added
SageView Advisory Group, LLC14,233$349.8K0.02%−855−5.7%Reduced
MQS Management LLC13,777$338.6K0.21%+13,777New
Resources Investment Advisors, LLC.13,641$335.3K0.01%00.0%Unchanged
Guinness Asset Management LTD13,484$331.4K0.01%−1,520−10.1%Reduced
Keybank National Association13,466$331.0K0.00%−698−4.9%Reduced
Stratos Wealth Partners, LTD.13,276$326.3K0.01%+270+2.1%Added
Gabelli Funds LLC13,218$324.9K0.00%00.0%Unchanged
Macquarie Group Ltd13,177$323.9K0.00%+4,632+54.2%Added
Kestra Advisory Services, LLC13,125$322.6K0.00%−3,086−19.0%Reduced
KB Financial Partners, LLC13,036$320.0K0.09%+30+0.2%Added
Impact Partnership Wealth, LLC12,992$319.3K0.10%−7,399−36.3%Reduced
Captrust Financial Advisors12,988$319.2K0.00%−14,878−53.4%Reduced
Verity Asset Management, Inc.12,718$312.6K0.23%+715+6.0%Added
Thrivent Financial for Lutherans12,513$308.0K0.00%−198−1.6%Reduced
Tower Research Capital LLC (TRC)12,492$307.1K0.01%+10,352+483.7%Added
Quantitative Investment Management, LLC12,271$301.0K0.05%+12,271New
Centennial Wealth Advisory LLC12,079$296.9K0.16%−437−3.5%Reduced
O'Shaughnessy Asset Management, LLC12,064$296.5K0.00%+1,059+9.6%Added
Ieq Capital, LLC12,031$295.7K0.01%+2,673+28.6%Added
Proequities, Inc.11,844$294.7K0.02%+3,091+35.3%Added
Metropolitan Life Insurance Co11,767$289.2K0.02%−674−5.4%Reduced
Kayne Anderson Rudnick Investment Management LLC11,615$285.5K0.00%00.0%Unchanged
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
Norinchukin Bank, The11,572$284.4K0.01%−16,571−58.9%Reduced
APG Asset Management N.V.11,406$280.4K0.00%−600−5.0%Reduced
Revisor Wealth Management LLC11,122$273.4K0.23%+1,420+14.6%Added
Sowell Financial Services LLC10,919$272.0K0.02%−252−2.3%Reduced
Boston Trust Walden Corp11,000$270.4K0.00%00.0%Unchanged
Machina Capital S.A.S.10,814$265.8K0.15%+1,891+21.2%Added
My Legacy Advisors, LLC11,694$264.6K0.11%+920+8.5%Added
Cornerstone Wealth Management, LLC10,757$264.4K0.02%+245+2.3%Added
Fifth Third Bancorp10,741$264.0K0.00%−992−8.5%Reduced
Joule Financial, LLC10,730$263.7K0.13%+554+5.4%Added
Angeles Wealth Management, LLC10,649$261.8K0.04%00.0%Unchanged
Moloney Securities Asset Management, LLC10,606$260.7K0.05%+793+8.1%Added
Verition Fund Management LLC10,590$260.3K0.00%+10,590New
Aviva PLC10,576$260.0K0.00%−153−1.4%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC10,295$253.1K0.09%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund10,225$251.3K0.02%−23−0.2%Reduced
Ritholtz Wealth Management10,212$251.0K0.01%−2,973−22.5%Reduced
Boston Private Wealth LLC10,123$248.8K0.01%−57−0.6%Reduced
Finer Wealth Management, Inc.10,106$248.4K0.20%00.0%Unchanged
Advisory Services Network, LLC9,845$242.0K0.01%+1,139+13.1%Added
Yorktown Management & Research Co Inc9,600$236.0K0.27%00.0%Unchanged
Rothschild Investment Corp9,535$234.0K0.02%−260−2.7%Reduced
Walleye Trading LLC9,450$232.3K0.01%−25,955−73.3%Reduced
NinePointTwo Capital9,397$230.0K0.09%+9,397New
Empirical Finance, LLC9,300$228.6K0.02%+1,004+12.1%Added
Tokio Marine Asset Management Co Ltd9,176$225.5K0.01%+1,365+17.5%Added
V-Square Quantitative Management LLC9,123$224.2K0.10%+7,305+401.8%Added
Clare Market Investments LLC9,114$224.0K0.09%+9,114New
Wesbanco Bank Inc9,032$222.0K0.01%−701−7.2%Reduced
Ostrum Asset Management9,002$221.3K0.02%−61−0.7%Reduced
Northwestern Mutual Investment Management Company, LLC8,977$220.7K0.01%−29−0.3%Reduced
Banque Cantonale Vaudoise8,925$219.0K0.01%+3,100+53.2%Added
Synovus Financial Corp8,905$218.9K0.00%+10.0%Added
Nomura Holdings Inc8,884$218.4K0.00%−8,078−47.6%Reduced
Csenge Advisory Group8,881$218.3K0.01%+8,881New
Bridgewater Associates, LP8,868$218.0K0.00%+8,868New
Private Advisor Group, LLC8,787$216.0K0.00%+287+3.4%Added
RFG Advisory, LLC8,756$215.2K0.01%−1,187−11.9%Reduced
Nilsine Partners, LLC8,603$211.5K0.03%00.0%Unchanged
Eqis Capital Management, Inc.8,555$210.3K0.03%+371+4.5%Added
Rodgers Brothers Inc.8,511$209.2K0.04%+200+2.4%Added
PEAK6 Investments LLC8,423$207.0K0.01%+8,423New
Fundamentun, LLC8,380$206.0K0.03%−1,138−12.0%Reduced
Echo Street Capital Management LLC8,378$205.9K0.00%+8,378New
Atom Investors LP8,361$205.5K0.05%+8,361New
Imprint Wealth LLC8,124$202.1K0.17%+8,124New
Summit Trail Advisors, LLC8,054$200.4K0.01%+89+1.1%Added
Indiana Trust & Investment Management CO8,119$199.6K0.10%00.0%Unchanged
Bessemer Group Inc8,032$198.0K0.00%−256−3.1%Reduced
CWM, LLC7,648$188.0K0.00%−7,202−48.5%Reduced