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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 7,300 | $179.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 7,207 | $177.1K | 0.00% | −69−0.9% | Reduced |
| Meeder Asset Management Inc | 7,179 | $176.5K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,036 | $173.0K | 0.00% | −280−3.8% | Reduced |
| Vestcor Inc | 6,984 | $172.0K | 0.01% | −111−1.6% | Reduced |
| United Community Bank | 6,161 | $151.4K | 0.07% | +6,161 | New |
| Ci Investments Inc. | 6,095 | $150.0K | 0.00% | −6−0.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,874 | $144.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,636 | $138.5K | 0.01% | +2,263+67.1% | Added |
| Parallel Advisors, LLC | 5,241 | $128.8K | 0.00% | +1,922+57.9% | Added |
| Horizon Investments, LLC | 4,464 | $109.7K | 0.00% | +55+1.2% | Added |
| Centaurus Financial, Inc. | 4,442 | $109.0K | 0.01% | +4,442 | New |
| Harbor Capital Advisors, Inc. | 4,400 | $108.2K | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,242 | $104.0K | 0.00% | −10,430−71.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,900 | $95.9K | 0.00% | −1,978−33.7% | Reduced |
| Aquatic Capital Management LLC | 3,600 | $88.0K | 0.00% | +3,600 | New |
| Signaturefd, LLC | 3,564 | $87.6K | 0.00% | +269+8.2% | Added |
| Quadrant Capital Group LLC | 3,493 | $85.9K | 0.01% | +589+20.3% | Added |
| Sunbelt Securities, Inc. | 3,429 | $84.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,363 | $82.6K | 0.00% | +28+0.8% | Added |
| Coppell Advisory Solutions LLC | 3,000 | $79.1K | 0.03% | +3,000 | New |
| Point72 Asset Management, L.P. | 3,165 | $77.8K | 0.00% | −485,714−99.4% | Reduced |
| Caldwell Trust Co | 3,009 | $74.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,999 | $73.7K | 0.03% | −1,001−25.0% | Reduced |
| Penserra Capital Management LLC | 2,993 | $73.0K | 0.00% | +1,156+62.9% | Added |
| Credit Agricole S A | 2,675 | $65.8K | 0.00% | +2,675 | New |
| Capital Analysts, LLC | 2,502 | $61.0K | 0.00% | +203+8.8% | Added |
| NVWM, LLC | 2,400 | $59.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,373 | $58.0K | 0.04% | −346−12.7% | Reduced |
| Harvest Fund Management Co., Ltd | 2,274 | $56.0K | 0.01% | −455−16.7% | Reduced |
| Spire Wealth Management | 2,244 | $55.2K | 0.00% | +179+8.7% | Added |
| Northwest Investment Counselors, LLC | 2,170 | $53.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,241 | $53.2K | 0.00% | +275+14.0% | Added |
| UniSuper Management Pty Ltd | 2,100 | $51.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,055 | $50.5K | 0.00% | −1,546−42.9% | Reduced |
| Harbour Investments, Inc. | 2,004 | $49.2K | 0.00% | 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 |
| Investors Research Corp | 1,700 | $41.8K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,693 | $41.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,631 | $40.0K | 0.02% | +1,631 | New |
| Jamison Private Wealth Management, Inc. | 1,624 | $39.9K | 0.01% | +1,624 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,571 | $38.6K | 0.00% | −32−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,552 | $38.1K | 0.02% | −101−6.1% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,482 | $36.4K | 0.04% | +1,482 | New |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $35.6K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,405 | $34.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,388 | $34.1K | 0.01% | +23+1.7% | Added |
| Cutler Group LP | 1,326 | $32.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,298 | $31.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,233 | $30.3K | 0.00% | −555−31.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,240 | $30.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,303 | $29.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,200 | $29.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,175 | $28.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,140 | $28.0K | 0.01% | +1,034+975.5% | Added |
| Bank of New Hampshire | 1,120 | $27.5K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,000 | $24.6K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $24.6K | 0.02% | +1,000 | New |
| Lindbrook Capital, LLC | 988 | $24.3K | 0.00% | −69−6.5% | Reduced |
| Umb Bank N A | 980 | $24.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 966 | $23.7K | 0.01% | +59+6.5% | Added |
| Newbridge Financial Services Group, Inc. | 908 | $22.3K | 0.01% | −86−8.7% | Reduced |
| Hexagon Capital Partners LLC | 847 | $20.8K | 0.01% | −142−14.4% | Reduced |
| Baldwin Brothers Inc | 817 | $20.1K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 726 | $17.8K | 0.00% | +726 | New |
| Federated Hermes, Inc. | 713 | $17.5K | 0.00% | −64−8.2% | Reduced |
| Larson Financial Group LLC | 683 | $16.8K | 0.00% | −11,574−94.4% | Reduced |
| Global Trust Asset Management, LLC | 675 | $16.6K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 664 | $16.3K | 0.04% | +6+0.9% | Added |
| Zions Bancorporation, N.A. | 610 | $15.0K | 0.00% | −28−4.4% | Reduced |
| Sandy Spring Bank | 600 | $14.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 596 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 531 | $13.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $12.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 479 | $11.8K | 0.00% | −183−27.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $11.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 458 | $11.3K | 0.00% | +458 | New |
| Valley National Advisers Inc | 435 | $11.0K | 0.00% | +315+262.5% | Added |
| Arlington Partners LLC | 447 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 447 | $11.0K | 0.00% | +447 | New |
| Massmutual Trust Co FSB | 446 | $11.0K | 0.00% | +50+12.6% | Added |
| EverSource Wealth Advisors, LLC | 419 | $10.3K | 0.00% | −23−5.2% | Reduced |
| ORG Partners LLC | 363 | $8.92K | 0.00% | −2,456−87.1% | Reduced |
| Focused Wealth Management, Inc | 350 | $8.61K | 0.00% | +3+0.9% | Added |
| 1832 Asset Management L.P. | 325 | $7.99K | 0.00% | +5+1.6% | Added |
| AdvisorNet Financial, Inc | 300 | $7.37K | 0.00% | −30−9.1% | Reduced |
| Key Financial Inc | 291 | $7.15K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 259 | $7.00K | 0.00% | +60+30.2% | Added |
| JJJ Advisors Inc. | 281 | $6.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 281 | $6.91K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 231 | $5.68K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 217 | $5.33K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 204 | $5.01K | 0.00% | 00.0% | Unchanged |