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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 49,281 | $1.47M | 0.02% | +300+0.6% | Added |
| Independent Advisor Alliance | 47,567 | $1.42M | 0.05% | −9,033−16.0% | Reduced |
| Ameritas Investment Partners, Inc. | 47,145 | $1.40M | 0.05% | −12,738−21.3% | Reduced |
| CIBC Asset Management Inc | 47,050 | $1.40M | 0.01% | −1,992−4.1% | Reduced |
| West Oak Capital, LLC | 48,645 | $1.38M | 0.65% | −8,295−14.6% | Reduced |
| Ethic Inc. | 46,120 | $1.37M | 0.04% | +1,518+3.4% | Added |
| Tredje AP-fonden | 45,746 | $1.36M | 0.02% | −3,855−7.8% | Reduced |
| New York Life Investment Management LLC | 45,669 | $1.36M | 0.01% | +2,324+5.4% | Added |
| Insight Folios Inc | 44,745 | $1.33M | 0.58% | −586−1.3% | Reduced |
| Public Sector Pension Investment Board | 44,557 | $1.33M | 0.01% | −23,332−34.4% | Reduced |
| Xponance, Inc. | 42,266 | $1.26M | 0.02% | −7,355−14.8% | Reduced |
| Quantinno Capital Management LP | 41,418 | $1.23M | 0.04% | +22,915+123.8% | Added |
| Axq Capital, LP | 39,848 | $1.19M | 0.32% | +39,848 | New |
| Mackenzie Financial Corp | 38,990 | $1.16M | 0.00% | +654+1.7% | Added |
| Ferguson Wellman Capital Management, Inc | 38,400 | $1.14M | 0.03% | −2,140−5.3% | Reduced |
| Truist Financial Corp | 38,328 | $1.14M | 0.00% | −3,588−8.6% | Reduced |
| Nissay Asset Management Corp | 37,732 | $1.12M | 0.01% | +4,716+14.3% | Added |
| Mutual of America Capital Management LLC | 37,718 | $1.12M | 0.01% | −2,072−5.2% | Reduced |
| Bank of Nova Scotia | 37,589 | $1.12M | 0.00% | −80,187−68.1% | Reduced |
| Pathstone Holdings, LLC | 37,353 | $1.11M | 0.01% | +37,353 | New |
| Candriam Luxembourg S.C.A. | 37,328 | $1.11M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 37,010 | $1.10M | 0.02% | −15,137−29.0% | Reduced |
| Ascent Group, LLC | 38,958 | $1.10M | 0.10% | +9,870+33.9% | Added |
| Los Angeles Capital Management LLC | 35,871 | $1.07M | 0.00% | +35,871 | New |
| Tower Research Capital LLC (TRC) | 35,515 | $1.06M | 0.01% | +23,023+184.3% | Added |
| Ironwood Investment Counsel, LLC | 35,218 | $1.05M | 0.20% | −6,740−16.1% | Reduced |
| Swedbank AB | 34,817 | $1.04M | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 34,564 | $1.03M | 0.08% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 34,453 | $1.03M | 0.01% | +7,233+26.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,363 | $1.02M | 0.00% | +8,869+34.8% | Added |
| Achmea Investment Management B.V. | 34,160 | $1.02M | 0.02% | +10,640+45.2% | Added |
| Park Avenue Securities LLC | 33,741 | $1.00M | 0.01% | +8,391+33.1% | Added |
| Public Employees Retirement Association of Colorado | 33,448 | $996.0K | 0.00% | −832−2.4% | Reduced |
| Investment Management Corp of Ontario | 33,283 | $991.5K | 0.02% | +7,004+26.7% | Added |
| Cetera Advisor Networks LLC | 33,004 | $983.2K | 0.01% | +2,354+7.7% | Added |
| JustInvest LLC | 32,944 | $981.4K | 0.03% | +11,042+50.4% | Added |
| Quadrature Capital Ltd | 32,706 | $974.1K | 0.02% | +32,706 | New |
| Natixis Advisors, L.P. | 32,451 | $966.0K | 0.00% | +770+2.4% | Added |
| Janus Henderson Group PLC | 32,182 | $958.5K | 0.00% | −222−0.7% | Reduced |
| Bayesian Capital Management, LP | 31,820 | $947.9K | 0.10% | +31,820 | New |
| Mork Capital Management, LLC | 31,610 | $941.7K | 0.58% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 31,307 | $934.3K | 0.01% | −67,786−68.4% | Reduced |
| Nordea Investment Management AB | 30,865 | $919.5K | 0.00% | −1,004−3.2% | Reduced |
| State of Alaska, Department of Revenue | 30,442 | $906.0K | 0.01% | −3,355−9.9% | Reduced |
| Boyar Asset Management Inc. | 30,216 | $900.1K | 0.68% | −245−0.8% | Reduced |
| SG Americas Securities, LLC | 29,136 | $868.0K | 0.01% | +14,146+94.4% | Added |
| Campbell & CO Investment Adviser LLC | 28,847 | $859.4K | 0.08% | +28,847 | New |
| Storebrand Asset Management AS | 28,321 | $843.7K | 0.00% | −7,177−20.2% | Reduced |
| Handelsbanken Fonder AB | 28,281 | $842.0K | 0.00% | −37,044−56.7% | Reduced |
| Paradigm Financial Partners, LLC | 27,596 | $822.1K | 0.20% | −2,110−7.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 27,289 | $813.0K | 0.02% | +27,289 | New |
| Farmers & Merchants Trust Co of Long Beach | 26,464 | $788.4K | 0.21% | 00.0% | Unchanged |
| Foster & Motley Inc | 26,327 | $784.0K | 0.06% | −2,582−8.9% | Reduced |
| Elo Mutual Pension Insurance Co | 26,138 | $779.0K | 0.02% | +986+3.9% | Added |
| Daiwa Securities Group Inc. | 26,027 | $775.0K | 0.00% | +1,940+8.1% | Added |
| Gold Investment Management Ltd. | 25,545 | $761.0K | 0.33% | +25,545 | New |
| Glenmede Trust Co NA | 25,226 | $751.5K | 0.00% | −34,485−57.8% | Reduced |
| Park National Corp | 24,988 | $744.4K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,863 | $741.0K | 0.00% | −2,729−9.9% | Reduced |
| Gulf International Bank (UK) Ltd | 24,857 | $740.0K | 0.02% | −3,181−11.3% | Reduced |
| Neuberger Berman Group LLC | 25,037 | $739.7K | 0.00% | −20,115−44.5% | Reduced |
| Oppenheimer & Co Inc | 24,657 | $734.5K | 0.01% | −1,108−4.3% | Reduced |
| Griffin Asset Management, Inc. | 24,640 | $734.0K | 0.09% | +1,100+4.7% | Added |
| Everence Capital Management Inc | 24,430 | $728.0K | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,374 | $726.0K | 0.01% | −1,020−4.0% | Reduced |
| Abundance Wealth Counselors | 24,286 | $723.0K | 0.19% | +1,515+6.7% | Added |
| Mirabella Financial Services LLP | 23,979 | $714.3K | 0.10% | +8,254+52.5% | Added |
| D.A. Davidson & Co. | 23,414 | $697.5K | 0.01% | −493−2.1% | Reduced |
| Cullen Investment Group, Ltd. | 22,882 | $681.7K | 0.12% | +22,882 | New |
| Sound Financial Strategies Group, LLC | 22,566 | $672.2K | 0.57% | −9,728−30.1% | Reduced |
| Kentucky Retirement Systems | 22,556 | $671.9K | 0.02% | −345−1.5% | Reduced |
| ARGA Investment Management, LP | 22,189 | $661.0K | 0.02% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,095 | $658.0K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,030 | $656.3K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 21,854 | $651.0K | 0.00% | +15,759+258.6% | Added |
| Herold Advisors, Inc. | 21,850 | $650.9K | 0.18% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 21,806 | $649.6K | 0.03% | −123−0.6% | Reduced |
| US Bancorp | 21,638 | $644.6K | 0.00% | +6,697+44.8% | Added |
| Crossmark Global Holdings, Inc. | 21,484 | $640.0K | 0.01% | +667+3.2% | Added |
| Whitener Capital Management, Inc. | 21,434 | $638.5K | 0.23% | +1,460+7.3% | Added |
| Prudential PLC | 21,263 | $633.4K | 0.01% | −52−0.2% | Reduced |
| Associated Banc-Corp | 21,097 | $628.5K | 0.02% | −50−0.2% | Reduced |
| Factorial Partners, LLC | 21,000 | $625.6K | 0.40% | −1,000−4.5% | Reduced |
| Cetera Advisors LLC | 20,439 | $608.9K | 0.01% | +903+4.6% | Added |
| Rockland Trust Co | 20,377 | $607.0K | 0.03% | −1,980−8.9% | Reduced |
| Aquatic Capital Management LLC | 20,300 | $605.0K | 0.02% | +16,700+463.9% | Added |
| Vontobel Holding Ltd. | 20,188 | $601.4K | 0.01% | −9,606−32.2% | Reduced |
| Silvercrest Asset Management Group LLC | 19,883 | $592.3K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 20,290 | $586.0K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 19,348 | $576.4K | 0.00% | +1,278+7.1% | Added |
| North Star Asset Management Inc | 19,063 | $567.9K | 0.03% | −300−1.5% | Reduced |
| Creative Planning | 19,026 | $566.8K | 0.00% | −87,001−82.1% | Reduced |
| Pacer Advisors, Inc. | 18,980 | $565.4K | 0.00% | −209,597−91.7% | Reduced |
| Hartford Investment Management Co | 18,937 | $564.1K | 0.02% | −386−2.0% | Reduced |
| Capital Investment Counsel, Inc | 18,919 | $563.6K | 0.10% | −2,900−13.3% | Reduced |
| First National Trust Co | 18,880 | $562.4K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 18,758 | $558.8K | 0.15% | +40.0% | Added |
| Edgestream Partners, L.P. | 18,623 | $554.8K | 0.04% | +18,623 | New |
| Allspring Global Investments Holdings, LLC | 18,592 | $553.9K | 0.00% | +2,489+15.5% | Added |
| Leeward Financial Partners, LLC | 18,438 | $549.3K | 0.27% | 00.0% | Unchanged |