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 |
|---|---|---|---|---|---|
| Cutler Group LP | 1,529 | $45.0K | 0.01% | +203+15.3% | Added |
| Planned Solutions, Inc. | 1,629 | $48.5K | 0.02% | +1,629 | New |
| CVA Family Office, LLC | 1,640 | $48.9K | 0.01% | +1,640 | New |
| Jamison Private Wealth Management, Inc. | 1,645 | $49.0K | 0.01% | +21+1.3% | Added |
| Westpac Banking Corp | 1,693 | $50.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,700 | $50.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,700 | $50.6K | 0.00% | +1,700 | New |
| Caldwell Sutter Capital, Inc. | 2,000 | $59.6K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $59.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,000 | $59.6K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,026 | $60.0K | 0.00% | −476−19.0% | Reduced |
| Huntington National Bank | 2,084 | $62.1K | 0.00% | +29+1.4% | Added |
| Abich Financial Wealth Management LLC | 2,224 | $66.3K | 0.06% | +2,224 | New |
| Harbour Investments, Inc. | 2,252 | $67.1K | 0.00% | +248+12.4% | Added |
| Covestor Ltd | 2,519 | $75.0K | 0.05% | +146+6.2% | Added |
| Global Retirement Partners, LLC | 3,027 | $84.3K | 0.00% | +786+35.1% | Added |
| Independence Bank of Kentucky | 2,999 | $89.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,009 | $89.6K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,414 | $101.0K | 0.00% | +421+14.1% | Added |
| Sunbelt Securities, Inc. | 3,429 | $102.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,500 | $104.3K | 0.09% | +3,500 | New |
| Quadrant Capital Group LLC | 3,507 | $104.5K | 0.01% | +14+0.4% | Added |
| GAMMA Investing LLC | 3,992 | $106.3K | 0.03% | +3,992 | New |
| State of Wyoming | 3,609 | $107.5K | 0.02% | +3,609 | New |
| Signaturefd, LLC | 3,894 | $116.0K | 0.00% | +330+9.3% | Added |
| Federation des caisses Desjardins du Quebec | 3,900 | $116.2K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,242 | $126.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,408 | $131.3K | 0.03% | +8+0.2% | Added |
| Horizon Investments, LLC | 4,717 | $139.1K | 0.00% | +253+5.7% | Added |
| UniSuper Management Pty Ltd | 4,698 | $140.0K | 0.00% | +2,598+123.7% | Added |
| Van Eck Associates Corp | 5,107 | $152.0K | 0.00% | −1,929−27.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,306 | $158.1K | 0.04% | +5,306 | New |
| Parallel Advisors, LLC | 5,332 | $158.8K | 0.00% | +91+1.7% | Added |
| Geneos Wealth Management Inc. | 5,819 | $173.3K | 0.01% | +183+3.2% | Added |
| Knights of Columbus Asset Advisors LLC | 6,006 | $178.9K | 0.01% | +132+2.2% | Added |
| Walleye Trading LLC | 6,090 | $181.4K | 0.00% | −3,360−35.6% | Reduced |
| United Community Bank | 6,211 | $185.0K | 0.08% | +50+0.8% | Added |
| MQS Management LLC | 6,765 | $201.5K | 0.11% | −7,012−50.9% | Reduced |
| Ridgewood Investments LLC | 6,765 | $201.5K | 0.12% | +6,765 | New |
| Sawtooth Solutions, LLC | 6,811 | $202.9K | 0.01% | +6,811 | New |
| Bleakley Financial Group, LLC | 6,811 | $202.9K | 0.01% | +6,811 | New |
| First National Bank of Omaha | 6,900 | $205.6K | 0.01% | +6,900 | New |
| Burford Brothers, Inc. | 6,950 | $207.0K | 0.15% | +6,950 | New |
| Vestcor Inc | 6,984 | $208.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,119 | $208.8K | 0.02% | +7,119 | New |
| Adviser Investments LLC | 7,051 | $210.1K | 0.00% | +7,051 | New |
| Peapack Gladstone Financial Corp | 7,110 | $211.0K | 0.00% | +7,110 | New |
| Wealthcare Advisory Partners LLC | 7,152 | $213.0K | 0.01% | +7,152 | New |
| Meeder Asset Management Inc | 7,179 | $213.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7,300 | $217.5K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 7,381 | $219.9K | 0.00% | +7,381 | New |
| Concurrent Investment Advisors, LLC | 7,519 | $224.0K | 0.01% | +7,519 | New |
| Eqis Capital Management, Inc. | 7,572 | $225.6K | 0.02% | −983−11.5% | Reduced |
| Evergreen Capital Management LLC | 7,579 | $225.8K | 0.01% | +7,579 | New |
| Raymond James Trust N.A. | 7,768 | $231.4K | 0.01% | −20,273−72.3% | Reduced |
| Credit Agricole S A | 7,976 | $237.6K | 0.00% | +5,301+198.2% | Added |
| Rodgers Brothers Inc. | 8,011 | $238.6K | 0.04% | −500−5.9% | Reduced |
| Park Circle Co | 8,038 | $239.5K | 0.23% | +8,038 | New |
| Prentice Wealth Management LLC | 8,085 | $240.9K | 0.09% | +8,085 | New |
| Indiana Trust & Investment Management CO | 8,119 | $241.9K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 8,140 | $242.5K | 0.01% | +8,140 | New |
| Bessemer Group Inc | 8,160 | $243.0K | 0.00% | +128+1.6% | Added |
| Greenleaf Trust | 8,161 | $243.1K | 0.00% | +8,161 | New |
| Apollon Wealth Management, LLC | 8,167 | $243.3K | 0.01% | +8,167 | New |
| Point72 Middle East FZE | 8,235 | $245.3K | 0.02% | −21,192−72.0% | Reduced |
| Soltis Investment Advisors LLC | 8,292 | $247.0K | 0.03% | +8,292 | New |
| Allworth Financial LP | 8,351 | $248.8K | 0.00% | +1,144+15.9% | Added |
| Landscape Capital Management, L.L.C. | 8,556 | $254.9K | 0.02% | +8,556 | New |
| Eschler Asset Management LLP | 8,667 | $256.0K | 0.20% | +8,667 | New |
| Farther Finance Advisors, LLC | 8,637 | $257.3K | 0.02% | +7,249+522.3% | Added |
| Revisor Wealth Management LLC | 8,671 | $258.3K | 0.30% | −2,451−22.0% | Reduced |
| RFG Advisory, LLC | 8,718 | $259.7K | 0.01% | −38−0.4% | Reduced |
| ISAM Funds (UK) Ltd | 8,723 | $259.9K | 0.19% | +8,723 | New |
| Bridgefront Capital, LLC | 8,816 | $262.6K | 0.20% | −12,195−58.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,922 | $265.8K | 0.01% | −55−0.6% | Reduced |
| Ostrum Asset Management | 9,040 | $269.3K | 0.02% | +38+0.4% | Added |
| CWA Asset Management Group, LLC | 9,111 | $271.4K | 0.02% | +9,111 | New |
| CWM, LLC | 9,242 | $275.0K | 0.00% | +1,594+20.8% | Added |
| Corton Capital Inc. | 9,320 | $277.6K | 0.09% | +9,320 | New |
| NinePointTwo Capital | 9,397 | $279.0K | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,438 | $281.2K | 0.01% | −774−7.6% | Reduced |
| Csenge Advisory Group | 9,466 | $282.0K | 0.02% | +585+6.6% | Added |
| Yorktown Management & Research Co Inc | 9,600 | $286.0K | 0.30% | 00.0% | Unchanged |
| Imprint Wealth LLC | 9,601 | $286.0K | 0.23% | +1,477+18.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,622 | $286.6K | 0.02% | +446+4.9% | Added |
| Empirical Finance, LLC | 9,822 | $292.6K | 0.02% | +522+5.6% | Added |
| Private Advisor Group, LLC | 9,883 | $294.4K | 0.00% | +1,096+12.5% | Added |
| United Capital Financial Advisers, LLC | 9,971 | $297.0K | 0.00% | +9,971 | New |
| M&T Bank Corp | 9,981 | $297.3K | 0.00% | +9,981 | New |
| Cornerstone Wealth Management, LLC | 10,012 | $298.3K | 0.03% | −745−6.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,043 | $299.2K | 0.02% | −182−1.8% | Reduced |
| Jump Financial, LLC | 10,051 | $299.4K | 0.01% | +10,051 | New |
| Finer Wealth Management, Inc. | 10,106 | $301.1K | 0.22% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,141 | $302.1K | 0.01% | −1,431−12.4% | Reduced |
| Rothschild Investment LLC | 10,210 | $304.2K | 0.03% | +10,210 | New |
| Summit Trail Advisors, LLC | 10,469 | $311.9K | 0.01% | +2,415+30.0% | Added |
| V-Square Quantitative Management LLC | 10,514 | $313.2K | 0.07% | +1,391+15.2% | Added |
| Joule Financial, LLC | 10,653 | $317.4K | 0.15% | −77−0.7% | Reduced |
| Vident Advisory, LLC | 10,753 | $320.3K | 0.01% | −8,687−44.7% | Reduced |
| Angeles Wealth Management, LLC | 10,885 | $324.3K | 0.04% | +236+2.2% | Added |