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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, Q4 2023

Institutional positions in Franklin Templeton Inc as of Dec 31, 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
565
+36 vs. Q3 2023
Shares held
218.1M
−2.71M (−1.2%) vs. Q3 2023
Total value
$6.50B
+$1.06B (+19.5%) vs. Q3 2023
New holders
92
193 more added
Sold out
56
195 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 565 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 heldQ4 2023: $6.50B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2023.

Institutions holding BEN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc32,296,534$962.1M0.02%−2,185,183−6.3%Reduced
BlackRock Inc.29,502,481$878.9M0.02%+650,344+2.3%Added
Capital Research Global Investors26,652,644$794.0M0.20%+4,043,808+17.9%Added
State Street Corp21,508,103$640.7M0.03%+193,660+0.9%Added
ProShare Advisors LLC7,071,813$210.7M0.64%+887,781+14.4%Added
Invesco Ltd.6,992,483$208.3M0.05%+428,709+6.5%Added
Geode Capital Management, LLC6,268,426$186.2M0.02%+80,201+1.3%Added
Morgan Stanley3,961,154$118.0M0.01%+67,947+1.7%Added
Bank of New York Mellon Corp3,897,647$116.1M0.02%+755,513+24.0%Added
Amundi3,554,721$105.6M0.05%−1,498,948−29.7%Reduced
Royal Bank of Canada3,188,458$95.0M0.02%+529,021+19.9%Added
Dimensional Fund Advisors LP3,067,780$91.4M0.03%+154,850+5.3%Added
Northern Trust Corp2,878,610$85.8M0.02%−175,141−5.7%Reduced
Goldman Sachs Group Inc2,537,127$75.6M0.02%−410,898−13.9%Reduced
Legal & General Group Plc2,028,184$60.4M0.02%−62,444−3.0%Reduced
Charles Schwab Investment Management Inc1,878,337$56.0M0.01%+37,474+2.0%Added
Gallagher Fiduciary Advisors, LLC1,667,533$49.7M1.71%−21,598−1.3%Reduced
Norges Bank1,663,225$49.5M0.01%+214,621+14.8%Added
UBS Asset Management Americas Inc1,606,847$47.9M0.02%+74,566+4.9%Added
Wedge Capital Management L L P1,491,598$44.4M0.79%+144,843+10.8%Added
First Trust Advisors LP1,302,677$38.8M0.04%−103,087−7.3%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,261,072$37.6M0.17%+90,370+7.7%Added
Barclays PLC1,212,996$36.1M0.02%−537,783−30.7%Reduced
Nomura Asset Management Co Ltd1,200,841$35.8M0.15%+234,629+24.3%Added
CBOE Vest Financial, LLC1,188,199$35.4M1.32%+414,826+53.6%Added
Allianz Asset Management GmbH1,107,766$33.0M0.06%−54,188−4.7%Reduced
Clarkston Capital Partners, LLC1,046,817$31.2M0.58%−5,909,379−85.0%Reduced
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial1,000,000$29.8M2.03%00.0%Unchanged
Deutsche Bank AG983,208$29.3M0.01%+2,105+0.2%Added
JPMorgan Chase & Co946,668$28.2M0.00%+497,885+110.9%Added
Franklin Resources Inc917,963$27.3M0.01%+78,175+9.3%Added
UBS Group AG855,017$25.5M0.01%−118,121−12.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.849,583$25.3M0.02%−5,104−0.6%Reduced
Victory Capital Management Inc838,620$25.0M0.03%−15,651−1.8%Reduced
Nuveen Asset Management, LLC838,420$25.0M0.01%+1,825+0.2%Added
Citadel Advisors LLC780,313$23.2M0.02%+390,810+100.3%Added
HSBC Holdings PLC708,050$21.1M0.02%+147,497+26.3%Added
Healthcare of Ontario Pension Plan Trust Fund671,728$20.0M0.07%+331,728+97.6%Added
AQR Capital Management LLC624,958$18.6M0.04%+173,927+38.6%Added
Greenwich Wealth Management LLC598,896$17.8M1.76%+80.0%Added
Alyeska Investment Group, L.P.590,982$17.6M0.12%+590,982New
Foundation Resource Management Inc575,296$17.1M2.73%+12,494+2.2%Added
Rhumbline Advisers559,072$16.7M0.02%−4,875−0.9%Reduced
Credit Suisse AG543,988$16.2M0.02%+37,195+7.3%Added
KBC Group NV538,858$16.1M0.06%+246,991+84.6%Added
AE Wealth Management LLC572,799$15.8M0.08%−12,918−2.2%Reduced
California Public Employees Retirement System525,319$15.6M0.01%−26,573−4.8%Reduced
Toroso Investments, LLC522,945$15.6M0.37%+295,933+130.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.550,242$15.6M0.03%+25,100+4.8%Added
Millennium Management LLC510,539$15.2M0.01%−685,057−57.3%Reduced
Mather Group, LLC.483,748$14.4M0.23%+8,151+1.7%Added
Meiji Yasuda Asset Management Co Ltd.478,627$14.3M0.64%+23,844+5.2%Added
Raymond James Financial Services Advisors, Inc.476,454$14.2M0.02%−16,099−3.3%Reduced
California State Teachers Retirement System470,990$14.0M0.02%−5,922−1.2%Reduced
BNP Paribas Arbitrage, SA449,740$13.4M0.02%+62,009+16.0%Added
Commonwealth Equity Services, LLC436,696$13.0M0.02%−6,849−1.5%Reduced
Sound Income Strategies, LLC425,788$12.7M1.06%+30,780+7.8%Added
Janney Montgomery Scott LLC404,128$12.0M0.04%−6,679−1.6%Reduced
Biechele Royce Advisors397,139$11.8M3.87%−35,483−8.2%Reduced
Price T Rowe Associates Inc377,304$11.2M0.00%−503−0.1%Reduced
Ameriprise Financial Inc372,038$11.1M0.00%+28,131+8.2%Added
Schaper Benz & Wise Investment Counsel Inc366,706$10.9M0.99%+371+0.1%Added
Bank of America Corp364,950$10.9M0.00%−156,857−30.1%Reduced
Alliancebernstein L.P.356,422$10.6M0.00%−2,931−0.8%Reduced
Marshall Wace, LLP349,808$10.4M0.02%+349,808New
Great West Life Assurance Co341,580$10.1M0.02%+13,527+4.1%Added
Citigroup Inc332,005$9.89M0.01%+12,297+3.8%Added
Two Sigma Advisers, LP331,600$9.88M0.02%+331,600New
Principal Financial Group Inc331,465$9.87M0.01%−9,908−2.9%Reduced
HighTower Advisors, LLC329,837$9.83M0.02%+23,835+7.8%Added
New York State Teachers Retirement System320,426$9.54M0.02%−3,009−0.9%Reduced
State Board of Administration of Florida Retirement System313,548$9.34M0.02%+190.0%Added
Dai-Ichi Life Insurance Company, Ltd311,777$9.29M0.19%+311,777New
Cerity Partners LLC305,181$9.09M0.03%+216,325+243.5%Added
HRT Financial LP295,468$8.80M0.06%+295,468New
Yousif Capital Management, LLC290,588$8.66M0.10%+2,338+0.8%Added
WSFS Capital Management, LLC290,271$8.65M0.54%−5,780−2.0%Reduced
American Century Companies Inc287,592$8.57M0.01%−205,787−41.7%Reduced
Tudor Investment Corp Et Al275,101$8.20M0.11%−102,152−27.1%Reduced
Jane Street Group, LLC268,618$8.00M0.01%+127,547+90.4%Added
National Bank of Canada270,211$7.91M0.01%−239,147−47.0%Reduced
Interval Partners, LP251,365$7.49M0.33%+251,365New
Cetera Investment Advisers249,960$7.45M0.06%−20,978−7.7%Reduced
State of Wisconsin Investment Board244,780$7.29M0.02%−678−0.3%Reduced
Arrowstreet Capital, Limited Partnership244,395$7.28M0.01%+60,235+32.7%Added
Chatham Capital Group, Inc.242,882$7.24M1.47%−5,600−2.3%Reduced
Bank of Montreal237,227$7.13M0.00%+66,707+39.1%Added
BancorpSouth Bank233,821$6.97M0.57%−505−0.2%Reduced
Prudential Financial Inc241,482$6.94M0.01%−72,622−23.1%Reduced
Degroof Petercam Asset Management230,669$6.87M0.09%+230,669New
New York State Common Retirement Fund228,981$6.82M0.01%−41,240−15.3%Reduced
Manufacturers Life Insurance Company, The204,855$6.10M0.00%+2,068+1.0%Added
La Banque Postale Asset Management SA204,350$6.09M0.13%−8,611−4.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.203,738$6.07M0.02%+38,847+23.6%Added
QRG Capital Management, Inc.203,002$6.05M0.09%−6,677−3.2%Reduced
Korea Investment CORP202,346$6.03M0.02%+98,717+95.3%Added
Squarepoint Ops LLC200,793$5.98M0.02%+200,793New
Mizuho Markets Americas LLC200,487$5.97M0.18%+88,849+79.6%Added
Schonfeld Strategic Advisors LLC190,170$5.67M0.05%+112,584+145.1%Added
Mitsubishi UFJ Trust & Banking Corp189,568$5.65M0.01%−30,571−13.9%Reduced