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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shell Asset Management Co | 4 | $0 | 0.00% | −113−96.6% | Reduced |
| Colonial Trust Advisors | 6 | $179 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11 | $330 | 0.00% | +11 | New |
| Abound Wealth Management | 12 | $362 | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 13 | $387 | 0.00% | +13 | New |
| Tfo-TDC, LLC | 21 | $626 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $632 | 0.00% | +21 | New |
| TFC Financial Management | 31 | $924 | 0.00% | −16−34.0% | Reduced |
| Lazard Asset Management LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $1.00K | 0.00% | +3+16.7% | Added |
| AdvisorNet Financial, Inc | 35 | $1.04K | 0.00% | −265−88.3% | Reduced |
| Gradient Investments LLC | 35 | $1.04K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $1.28K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 51 | $1.52K | 0.00% | +51 | New |
| DiNuzzo Private Wealth, Inc. | 58 | $1.73K | 0.00% | +58 | New |
| SJS Investment Consulting Inc. | 62 | $1.85K | 0.00% | −14−18.4% | Reduced |
| Caitlin John, LLC | 67 | $1.98K | 0.00% | +67 | New |
| Avion Wealth | 52 | $2.00K | 0.00% | +52 | New |
| Coppell Advisory Solutions LLC | 69 | $2.06K | 0.00% | −2,931−97.7% | Reduced |
| Private Wealth Management Group, LLC | 71 | $2.12K | 0.00% | +71 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $2.21K | 0.00% | +31+72.1% | Added |
| Baystate Wealth Management LLC | 75 | $2.24K | 0.00% | +1+1.4% | Added |
| Manchester Capital Management LLC | 91 | $2.71K | 0.00% | −19−17.3% | Reduced |
| SOA Wealth Advisors, LLC. | 96 | $2.85K | 0.00% | +1+1.1% | Added |
| McIlrath & Eck, LLC | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 104 | $3.10K | 0.00% | +18+20.9% | Added |
| Activest Wealth Management | 114 | $3.41K | 0.00% | +1+0.9% | Added |
| Ancora Advisors, LLC | 125 | $3.72K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 144 | $4.29K | 0.00% | +1+0.7% | Added |
| Raleigh Capital Management Inc. | 153 | $4.56K | 0.00% | +153 | New |
| Venturi Wealth Management, LLC | 169 | $5.04K | 0.00% | +122+259.6% | Added |
| Farmers & Merchants Investments Inc | 191 | $5.69K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 204 | $6.08K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 206 | $6.14K | 0.00% | +18+9.6% | Added |
| GHP Investment Advisors, Inc. | 215 | $6.41K | 0.00% | −1,088−83.5% | Reduced |
| West Paces Advisors Inc. | 231 | $6.88K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 259 | $7.72K | 0.00% | −22−7.8% | Reduced |
| Valley National Advisers Inc | 300 | $8.00K | 0.00% | −135−31.0% | Reduced |
| Assetmark, Inc | 278 | $8.28K | 0.00% | +278 | New |
| Key Financial Inc | 291 | $8.67K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $9.00K | 0.00% | −117−27.9% | Reduced |
| Fairfield, Bush & Co. | 308 | $9.18K | 0.01% | +308 | New |
| JFS Wealth Advisors, LLC | 314 | $9.36K | 0.00% | +33+11.7% | Added |
| Focused Wealth Management, Inc | 355 | $10.6K | 0.00% | +5+1.4% | Added |
| Bruce G. Allen Investments, LLC | 360 | $10.7K | 0.01% | +360 | New |
| ORG Partners LLC | 366 | $10.9K | 0.00% | +3+0.8% | Added |
| Main Street Group, LTD | 402 | $12.0K | 0.00% | +402 | New |
| Arlington Partners LLC | 447 | $13.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 447 | $13.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 452 | $13.5K | 0.01% | +452 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $13.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 473 | $14.1K | 0.01% | +473 | New |
| Glassman Wealth Services | 498 | $14.8K | 0.00% | −2−0.4% | Reduced |
| Whittier Trust Co | 500 | $14.9K | 0.00% | −2,863−85.1% | Reduced |
| Front Row Advisors LLC | 500 | $14.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 500 | $15.0K | 0.01% | +500 | New |
| Quarry LP | 508 | $15.1K | 0.01% | +508 | New |
| Harbor Investment Advisory, LLC | 531 | $15.8K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 575 | $17.1K | 0.01% | +575 | New |
| Pineridge Advisors LLC | 585 | $17.4K | 0.01% | +585 | New |
| Newbridge Financial Services Group, Inc. | 594 | $17.7K | 0.01% | −314−34.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 596 | $17.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 600 | $17.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 610 | $18.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 616 | $18.4K | 0.00% | +158+34.5% | Added |
| Harvest Fund Management Co., Ltd | 630 | $19.0K | 0.00% | −1,644−72.3% | Reduced |
| Umb Bank N A | 638 | $19.0K | 0.00% | −342−34.9% | Reduced |
| Hexagon Capital Partners LLC | 674 | $20.1K | 0.00% | −173−20.4% | Reduced |
| Global Trust Asset Management, LLC | 675 | $20.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 709 | $21.1K | 0.00% | +26+3.8% | Added |
| Rakuten Investment Management, Inc. | 710 | $21.3K | 0.00% | +710 | New |
| Federated Hermes, Inc. | 735 | $21.9K | 0.00% | +22+3.1% | Added |
| Ronald Blue Trust, Inc. | 882 | $22.0K | 0.00% | +623+240.5% | Added |
| Baldwin Brothers Inc | 817 | $24.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 858 | $25.6K | 0.00% | −317−27.0% | Reduced |
| RFP Financial Group LLC | 1,000 | $29.8K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $29.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,019 | $30.4K | 0.01% | +53+5.5% | Added |
| Advisory Services Network, LLC | 1,037 | $30.9K | 0.00% | −8,808−89.5% | Reduced |
| Creative Financial Designs Inc | 1,039 | $31.0K | 0.00% | +1,039 | New |
| TD Private Client Wealth LLC | 1,055 | $31.4K | 0.00% | +576+120.3% | Added |
| Lindbrook Capital, LLC | 1,109 | $33.0K | 0.00% | +121+12.2% | Added |
| Massmutual Trust Co FSB | 1,111 | $33.1K | 0.00% | +665+149.1% | Added |
| Bell Investment Advisors, Inc | 1,113 | $33.2K | 0.01% | −27−2.4% | Reduced |
| Bank of New Hampshire | 1,120 | $33.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,135 | $34.0K | 0.00% | +1,085+2,170.0% | Added |
| Principal Securities, Inc. | 1,175 | $35.0K | 0.00% | +1,175 | New |
| Washington Trust Co | 1,200 | $35.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,237 | $36.9K | 0.02% | −315−20.3% | Reduced |
| Central Trust Co | 1,298 | $38.7K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,405 | $41.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,413 | $42.1K | 0.00% | +180+14.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $43.2K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,595 | $44.5K | 0.00% | −649−28.9% | Reduced |
| Trust Co of Vermont | 1,500 | $44.7K | 0.00% | +1,500 | New |