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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 11,000 | $327.7K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,019 | $328.2K | 0.01% | +896+8.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,191 | $333.4K | 0.10% | +896+8.7% | Added |
| Moloney Securities Asset Management, LLC | 11,273 | $335.8K | 0.05% | +667+6.3% | Added |
| Capstone Investment Advisors, LLC | 11,291 | $336.4K | 0.01% | +11,291 | New |
| Stratos Wealth Partners, LTD. | 11,306 | $336.8K | 0.01% | −1,970−14.8% | Reduced |
| Kestra Advisory Services, LLC | 11,435 | $340.7K | 0.00% | −1,690−12.9% | Reduced |
| Metropolitan Life Insurance Co | 11,474 | $341.8K | 0.02% | −293−2.5% | Reduced |
| Savvy Advisors, Inc. | 11,523 | $343.3K | 0.33% | +11,523 | New |
| E. Ohman J:or Asset Management AB | 11,600 | $345.6K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $346.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,638 | $346.7K | 0.01% | −7,937−40.5% | Reduced |
| Brown Brothers Harriman & Co | 11,795 | $351.4K | 0.00% | −14,000−54.3% | Reduced |
| My Legacy Advisors, LLC | 12,343 | $355.5K | 0.13% | +649+5.5% | Added |
| APG Asset Management N.V. | 13,515 | $364.5K | 0.00% | +2,109+18.5% | Added |
| Thrivent Financial for Lutherans | 12,279 | $366.0K | 0.00% | −234−1.9% | Reduced |
| Centennial Wealth Advisory LLC | 12,427 | $370.2K | 0.19% | +348+2.9% | Added |
| Ossiam | 12,581 | $374.8K | 0.01% | −200,329−94.1% | Reduced |
| Fifth Third Bancorp | 12,587 | $375.0K | 0.00% | +1,846+17.2% | Added |
| Stephens Inc | 12,630 | $376.3K | 0.01% | +12,630 | New |
| Gabelli Funds LLC | 12,948 | $385.7K | 0.00% | −270−2.0% | Reduced |
| Verity Asset Management, Inc. | 13,129 | $391.1K | 0.25% | +411+3.2% | Added |
| Macquarie Group Ltd | 13,177 | $392.5K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 13,329 | $397.1K | 0.01% | −155−1.1% | Reduced |
| Keybank National Association | 13,517 | $402.7K | 0.00% | +51+0.4% | Added |
| Delta Investment Management, LLC | 13,740 | $409.3K | 0.10% | −1,876−12.0% | Reduced |
| IFP Advisors, Inc | 13,764 | $410.0K | 0.02% | −700−4.8% | Reduced |
| Teacher Retirement System of Texas | 13,813 | $411.0K | 0.00% | −9,469−40.7% | Reduced |
| Voloridge Investment Management, LLC | 13,863 | $413.0K | 0.00% | +13,863 | New |
| Captrust Financial Advisors | 13,865 | $413.0K | 0.00% | +877+6.8% | Added |
| Resources Investment Advisors, LLC. | 13,986 | $416.6K | 0.01% | +345+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 14,019 | $417.6K | 0.01% | +1,955+16.2% | Added |
| Proequities, Inc. | 14,022 | $417.7K | 0.03% | +2,178+18.4% | Added |
| Ieq Capital, LLC | 14,089 | $419.7K | 0.01% | +2,058+17.1% | Added |
| Prepared Retirement Institute LLC | 14,193 | $422.8K | 0.32% | +14,193 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14,321 | $427.0K | 0.01% | +13,081+1,054.9% | Added |
| Summit Financial Group Inc | 14,360 | $427.8K | 0.16% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,411 | $429.3K | 0.00% | +14,411 | New |
| Abbrea Capital, LLC | 14,475 | $431.0K | 0.06% | 00.0% | Unchanged |
| Beacon Financial Group | 14,527 | $432.8K | 0.05% | −297−2.0% | Reduced |
| Cooper Financial Group | 14,682 | $437.4K | 0.08% | +371+2.6% | Added |
| Global X Japan Co., Ltd. | 14,864 | $442.8K | 0.25% | +14,864 | New |
| New Mexico Educational Retirement Board | 14,873 | $443.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 14,892 | $443.6K | 0.00% | −7,209−32.6% | Reduced |
| CWM Advisors, LLC | 14,994 | $446.7K | 0.05% | +52+0.3% | Added |
| Wellington Management Group LLP | 15,106 | $450.0K | 0.00% | −3,990−20.9% | Reduced |
| MML Investors Services, LLC | 15,535 | $463.0K | 0.00% | −860−5.2% | Reduced |
| PGGM Investments | 15,529 | $463.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 15,751 | $469.2K | 0.02% | −1,245−7.3% | Reduced |
| SageView Advisory Group, LLC | 17,438 | $473.1K | 0.02% | +3,205+22.5% | Added |
| First Manhattan Co | 16,600 | $494.5K | 0.00% | −600−3.5% | Reduced |
| Financial Advocates Investment Management | 16,843 | $501.8K | 0.03% | +646+4.0% | Added |
| Grassi Investment Management | 16,835 | $502.0K | 0.05% | +35+0.2% | Added |
| CI Private Wealth, LLC | 16,867 | $502.5K | 0.00% | −3,376−16.7% | Reduced |
| Louisiana State Employees Retirement System | 17,000 | $506.4K | 0.01% | −600−3.4% | Reduced |
| Sherbrooke Park Advisers LLC | 17,145 | $510.8K | 0.24% | −8,090−32.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,145 | $510.8K | 0.01% | +17,145 | New |
| GWM Advisors LLC | 17,301 | $515.4K | 0.00% | −3,620−17.3% | Reduced |
| Freestone Capital Holdings, LLC | 17,314 | $515.8K | 0.02% | +931+5.7% | Added |
| PEAK6 Investments LLC | 17,327 | $516.2K | 0.02% | +8,904+105.7% | Added |
| Impact Partnership Wealth, LLC | 17,725 | $528.0K | 0.19% | +4,733+36.4% | Added |
| Northwestern Mutual Wealth Management Co | 17,802 | $530.3K | 0.00% | −6,042−25.3% | Reduced |
| Securian Asset Management, Inc | 17,841 | $531.5K | 0.02% | −2,566−12.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,025 | $537.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 18,129 | $540.1K | 0.00% | +9,245+104.1% | Added |
| Leeward Financial Partners, LLC | 18,438 | $549.3K | 0.27% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 18,592 | $553.9K | 0.00% | +2,489+15.5% | Added |
| Edgestream Partners, L.P. | 18,623 | $554.8K | 0.04% | +18,623 | New |
| Wealth Alliance Advisory Group, LLC | 18,758 | $558.8K | 0.15% | +40.0% | Added |
| First National Trust Co | 18,880 | $562.4K | 0.02% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 18,919 | $563.6K | 0.10% | −2,900−13.3% | Reduced |
| Hartford Investment Management Co | 18,937 | $564.1K | 0.02% | −386−2.0% | Reduced |
| Pacer Advisors, Inc. | 18,980 | $565.4K | 0.00% | −209,597−91.7% | Reduced |
| Creative Planning | 19,026 | $566.8K | 0.00% | −87,001−82.1% | Reduced |
| North Star Asset Management Inc | 19,063 | $567.9K | 0.03% | −300−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 19,348 | $576.4K | 0.00% | +1,278+7.1% | Added |
| SeaCrest Wealth Management, LLC | 20,290 | $586.0K | 0.07% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 19,883 | $592.3K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 20,188 | $601.4K | 0.01% | −9,606−32.2% | Reduced |
| Aquatic Capital Management LLC | 20,300 | $605.0K | 0.02% | +16,700+463.9% | Added |
| Rockland Trust Co | 20,377 | $607.0K | 0.03% | −1,980−8.9% | Reduced |
| Cetera Advisors LLC | 20,439 | $608.9K | 0.01% | +903+4.6% | Added |
| Factorial Partners, LLC | 21,000 | $625.6K | 0.40% | −1,000−4.5% | Reduced |
| Associated Banc-Corp | 21,097 | $628.5K | 0.02% | −50−0.2% | Reduced |
| Prudential PLC | 21,263 | $633.4K | 0.01% | −52−0.2% | Reduced |
| Whitener Capital Management, Inc. | 21,434 | $638.5K | 0.23% | +1,460+7.3% | Added |
| Crossmark Global Holdings, Inc. | 21,484 | $640.0K | 0.01% | +667+3.2% | Added |
| US Bancorp | 21,638 | $644.6K | 0.00% | +6,697+44.8% | Added |
| Clifford Swan Investment Counsel LLC | 21,806 | $649.6K | 0.03% | −123−0.6% | Reduced |
| Herold Advisors, Inc. | 21,850 | $650.9K | 0.18% | 00.0% | Unchanged |
| Ci Investments Inc. | 21,854 | $651.0K | 0.00% | +15,759+258.6% | Added |
| Maryland State Retirement & Pension System | 22,030 | $656.3K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,095 | $658.0K | 0.07% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 22,189 | $661.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 22,556 | $671.9K | 0.02% | −345−1.5% | Reduced |
| Sound Financial Strategies Group, LLC | 22,566 | $672.2K | 0.57% | −9,728−30.1% | Reduced |
| Cullen Investment Group, Ltd. | 22,882 | $681.7K | 0.12% | +22,882 | New |
| D.A. Davidson & Co. | 23,414 | $697.5K | 0.01% | −493−2.1% | Reduced |
| Mirabella Financial Services LLP | 23,979 | $714.3K | 0.10% | +8,254+52.5% | Added |
| Abundance Wealth Counselors | 24,286 | $723.0K | 0.19% | +1,515+6.7% | Added |