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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 18,129 | $540.1K | 0.00% | +9,245+104.1% | Added |
| Williams Jones Wealth Management, LLC. | 18,025 | $537.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 17,841 | $531.5K | 0.02% | −2,566−12.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,802 | $530.3K | 0.00% | −6,042−25.3% | Reduced |
| Impact Partnership Wealth, LLC | 17,725 | $528.0K | 0.19% | +4,733+36.4% | Added |
| PEAK6 Investments LLC | 17,327 | $516.2K | 0.02% | +8,904+105.7% | Added |
| Freestone Capital Holdings, LLC | 17,314 | $515.8K | 0.02% | +931+5.7% | Added |
| GWM Advisors LLC | 17,301 | $515.4K | 0.00% | −3,620−17.3% | 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 |
| Louisiana State Employees Retirement System | 17,000 | $506.4K | 0.01% | −600−3.4% | Reduced |
| CI Private Wealth, LLC | 16,867 | $502.5K | 0.00% | −3,376−16.7% | Reduced |
| Grassi Investment Management | 16,835 | $502.0K | 0.05% | +35+0.2% | Added |
| Financial Advocates Investment Management | 16,843 | $501.8K | 0.03% | +646+4.0% | Added |
| First Manhattan Co | 16,600 | $494.5K | 0.00% | −600−3.5% | Reduced |
| SageView Advisory Group, LLC | 17,438 | $473.1K | 0.02% | +3,205+22.5% | Added |
| Metis Global Partners, LLC | 15,751 | $469.2K | 0.02% | −1,245−7.3% | 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 |
| Wellington Management Group LLP | 15,106 | $450.0K | 0.00% | −3,990−20.9% | Reduced |
| CWM Advisors, LLC | 14,994 | $446.7K | 0.05% | +52+0.3% | Added |
| SEI Investments Co | 14,892 | $443.6K | 0.00% | −7,209−32.6% | Reduced |
| New Mexico Educational Retirement Board | 14,873 | $443.0K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 14,864 | $442.8K | 0.25% | +14,864 | New |
| Cooper Financial Group | 14,682 | $437.4K | 0.08% | +371+2.6% | Added |
| Beacon Financial Group | 14,527 | $432.8K | 0.05% | −297−2.0% | Reduced |
| Abbrea Capital, LLC | 14,475 | $431.0K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,411 | $429.3K | 0.00% | +14,411 | New |
| Summit Financial Group Inc | 14,360 | $427.8K | 0.16% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 14,321 | $427.0K | 0.01% | +13,081+1,054.9% | Added |
| Prepared Retirement Institute LLC | 14,193 | $422.8K | 0.32% | +14,193 | New |
| Ieq Capital, LLC | 14,089 | $419.7K | 0.01% | +2,058+17.1% | Added |
| Proequities, Inc. | 14,022 | $417.7K | 0.03% | +2,178+18.4% | Added |
| O'Shaughnessy Asset Management, LLC | 14,019 | $417.6K | 0.01% | +1,955+16.2% | Added |
| Resources Investment Advisors, LLC. | 13,986 | $416.6K | 0.01% | +345+2.5% | Added |
| Captrust Financial Advisors | 13,865 | $413.0K | 0.00% | +877+6.8% | Added |
| Voloridge Investment Management, LLC | 13,863 | $413.0K | 0.00% | +13,863 | New |
| Teacher Retirement System of Texas | 13,813 | $411.0K | 0.00% | −9,469−40.7% | Reduced |
| IFP Advisors, Inc | 13,764 | $410.0K | 0.02% | −700−4.8% | Reduced |
| Delta Investment Management, LLC | 13,740 | $409.3K | 0.10% | −1,876−12.0% | Reduced |
| Keybank National Association | 13,517 | $402.7K | 0.00% | +51+0.4% | Added |
| Guinness Asset Management LTD | 13,329 | $397.1K | 0.01% | −155−1.1% | Reduced |
| Macquarie Group Ltd | 13,177 | $392.5K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 13,129 | $391.1K | 0.25% | +411+3.2% | Added |
| Gabelli Funds LLC | 12,948 | $385.7K | 0.00% | −270−2.0% | Reduced |
| Stephens Inc | 12,630 | $376.3K | 0.01% | +12,630 | New |
| Fifth Third Bancorp | 12,587 | $375.0K | 0.00% | +1,846+17.2% | Added |
| Ossiam | 12,581 | $374.8K | 0.01% | −200,329−94.1% | Reduced |
| Centennial Wealth Advisory LLC | 12,427 | $370.2K | 0.19% | +348+2.9% | Added |
| Thrivent Financial for Lutherans | 12,279 | $366.0K | 0.00% | −234−1.9% | Reduced |
| APG Asset Management N.V. | 13,515 | $364.5K | 0.00% | +2,109+18.5% | Added |
| My Legacy Advisors, LLC | 12,343 | $355.5K | 0.13% | +649+5.5% | Added |
| Brown Brothers Harriman & Co | 11,795 | $351.4K | 0.00% | −14,000−54.3% | Reduced |
| Engineers Gate Manager LP | 11,638 | $346.7K | 0.01% | −7,937−40.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $346.0K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,600 | $345.6K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 11,523 | $343.3K | 0.33% | +11,523 | New |
| Metropolitan Life Insurance Co | 11,474 | $341.8K | 0.02% | −293−2.5% | Reduced |
| Kestra Advisory Services, LLC | 11,435 | $340.7K | 0.00% | −1,690−12.9% | Reduced |
| Stratos Wealth Partners, LTD. | 11,306 | $336.8K | 0.01% | −1,970−14.8% | Reduced |
| Capstone Investment Advisors, LLC | 11,291 | $336.4K | 0.01% | +11,291 | New |
| Moloney Securities Asset Management, LLC | 11,273 | $335.8K | 0.05% | +667+6.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,191 | $333.4K | 0.10% | +896+8.7% | Added |
| Boston Private Wealth LLC | 11,019 | $328.2K | 0.01% | +896+8.9% | Added |
| Boston Trust Walden Corp | 11,000 | $327.7K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,885 | $324.3K | 0.04% | +236+2.2% | Added |
| Vident Advisory, LLC | 10,753 | $320.3K | 0.01% | −8,687−44.7% | Reduced |
| Joule Financial, LLC | 10,653 | $317.4K | 0.15% | −77−0.7% | Reduced |
| V-Square Quantitative Management LLC | 10,514 | $313.2K | 0.07% | +1,391+15.2% | Added |
| Summit Trail Advisors, LLC | 10,469 | $311.9K | 0.01% | +2,415+30.0% | Added |
| Rothschild Investment LLC | 10,210 | $304.2K | 0.03% | +10,210 | New |
| Norinchukin Bank, The | 10,141 | $302.1K | 0.01% | −1,431−12.4% | Reduced |
| Finer Wealth Management, Inc. | 10,106 | $301.1K | 0.22% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,051 | $299.4K | 0.01% | +10,051 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,043 | $299.2K | 0.02% | −182−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 10,012 | $298.3K | 0.03% | −745−6.9% | Reduced |
| M&T Bank Corp | 9,981 | $297.3K | 0.00% | +9,981 | New |
| United Capital Financial Advisers, LLC | 9,971 | $297.0K | 0.00% | +9,971 | New |
| Private Advisor Group, LLC | 9,883 | $294.4K | 0.00% | +1,096+12.5% | Added |
| Empirical Finance, LLC | 9,822 | $292.6K | 0.02% | +522+5.6% | Added |
| Tokio Marine Asset Management Co Ltd | 9,622 | $286.6K | 0.02% | +446+4.9% | Added |
| Imprint Wealth LLC | 9,601 | $286.0K | 0.23% | +1,477+18.2% | Added |
| Yorktown Management & Research Co Inc | 9,600 | $286.0K | 0.30% | 00.0% | Unchanged |
| Csenge Advisory Group | 9,466 | $282.0K | 0.02% | +585+6.6% | Added |
| Ritholtz Wealth Management | 9,438 | $281.2K | 0.01% | −774−7.6% | Reduced |
| NinePointTwo Capital | 9,397 | $279.0K | 0.11% | 00.0% | Unchanged |
| Corton Capital Inc. | 9,320 | $277.6K | 0.09% | +9,320 | New |
| CWM, LLC | 9,242 | $275.0K | 0.00% | +1,594+20.8% | Added |
| CWA Asset Management Group, LLC | 9,111 | $271.4K | 0.02% | +9,111 | New |
| Ostrum Asset Management | 9,040 | $269.3K | 0.02% | +38+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,922 | $265.8K | 0.01% | −55−0.6% | Reduced |
| Bridgefront Capital, LLC | 8,816 | $262.6K | 0.20% | −12,195−58.0% | Reduced |
| ISAM Funds (UK) Ltd | 8,723 | $259.9K | 0.19% | +8,723 | New |
| RFG Advisory, LLC | 8,718 | $259.7K | 0.01% | −38−0.4% | Reduced |
| Revisor Wealth Management LLC | 8,671 | $258.3K | 0.30% | −2,451−22.0% | Reduced |
| Farther Finance Advisors, LLC | 8,637 | $257.3K | 0.02% | +7,249+522.3% | Added |
| Eschler Asset Management LLP | 8,667 | $256.0K | 0.20% | +8,667 | New |
| Landscape Capital Management, L.L.C. | 8,556 | $254.9K | 0.02% | +8,556 | New |
| Allworth Financial LP | 8,351 | $248.8K | 0.00% | +1,144+15.9% | Added |
| Soltis Investment Advisors LLC | 8,292 | $247.0K | 0.03% | +8,292 | New |