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 |
|---|---|---|---|---|---|
| Point72 Middle East FZE | 8,235 | $245.3K | 0.02% | −21,192−72.0% | Reduced |
| Apollon Wealth Management, LLC | 8,167 | $243.3K | 0.01% | +8,167 | New |
| Greenleaf Trust | 8,161 | $243.1K | 0.00% | +8,161 | New |
| Bessemer Group Inc | 8,160 | $243.0K | 0.00% | +128+1.6% | Added |
| GTS Securities LLC | 8,140 | $242.5K | 0.01% | +8,140 | New |
| Indiana Trust & Investment Management CO | 8,119 | $241.9K | 0.11% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,085 | $240.9K | 0.09% | +8,085 | New |
| Park Circle Co | 8,038 | $239.5K | 0.23% | +8,038 | New |
| Rodgers Brothers Inc. | 8,011 | $238.6K | 0.04% | −500−5.9% | Reduced |
| Credit Agricole S A | 7,976 | $237.6K | 0.00% | +5,301+198.2% | Added |
| Raymond James Trust N.A. | 7,768 | $231.4K | 0.01% | −20,273−72.3% | Reduced |
| Evergreen Capital Management LLC | 7,579 | $225.8K | 0.01% | +7,579 | New |
| Eqis Capital Management, Inc. | 7,572 | $225.6K | 0.02% | −983−11.5% | Reduced |
| Concurrent Investment Advisors, LLC | 7,519 | $224.0K | 0.01% | +7,519 | New |
| Schroder Investment Management Group | 7,381 | $219.9K | 0.00% | +7,381 | New |
| Whittier Trust Co of Nevada Inc | 7,300 | $217.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,179 | $213.9K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,152 | $213.0K | 0.01% | +7,152 | New |
| Peapack Gladstone Financial Corp | 7,110 | $211.0K | 0.00% | +7,110 | New |
| Adviser Investments LLC | 7,051 | $210.1K | 0.00% | +7,051 | New |
| Wedmont Private Capital | 7,119 | $208.8K | 0.02% | +7,119 | New |
| Vestcor Inc | 6,984 | $208.0K | 0.01% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 6,950 | $207.0K | 0.15% | +6,950 | New |
| First National Bank of Omaha | 6,900 | $205.6K | 0.01% | +6,900 | 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 |
| Ridgewood Investments LLC | 6,765 | $201.5K | 0.12% | +6,765 | New |
| MQS Management LLC | 6,765 | $201.5K | 0.11% | −7,012−50.9% | Reduced |
| United Community Bank | 6,211 | $185.0K | 0.08% | +50+0.8% | Added |
| Walleye Trading LLC | 6,090 | $181.4K | 0.00% | −3,360−35.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,006 | $178.9K | 0.01% | +132+2.2% | Added |
| Geneos Wealth Management Inc. | 5,819 | $173.3K | 0.01% | +183+3.2% | Added |
| Parallel Advisors, LLC | 5,332 | $158.8K | 0.00% | +91+1.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,306 | $158.1K | 0.04% | +5,306 | New |
| Van Eck Associates Corp | 5,107 | $152.0K | 0.00% | −1,929−27.4% | Reduced |
| UniSuper Management Pty Ltd | 4,698 | $140.0K | 0.00% | +2,598+123.7% | Added |
| Horizon Investments, LLC | 4,717 | $139.1K | 0.00% | +253+5.7% | Added |
| Harbor Capital Advisors, Inc. | 4,408 | $131.3K | 0.03% | +8+0.2% | Added |
| South Dakota Investment Council | 4,242 | $126.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,900 | $116.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,894 | $116.0K | 0.00% | +330+9.3% | Added |
| State of Wyoming | 3,609 | $107.5K | 0.02% | +3,609 | New |
| GAMMA Investing LLC | 3,992 | $106.3K | 0.03% | +3,992 | New |
| Quadrant Capital Group LLC | 3,507 | $104.5K | 0.01% | +14+0.4% | Added |
| Richardson Financial Services Inc. | 3,500 | $104.3K | 0.09% | +3,500 | New |
| Sunbelt Securities, Inc. | 3,429 | $102.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,414 | $101.0K | 0.00% | +421+14.1% | Added |
| Caldwell Trust Co | 3,009 | $89.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,999 | $89.3K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,027 | $84.3K | 0.00% | +786+35.1% | Added |
| Covestor Ltd | 2,519 | $75.0K | 0.05% | +146+6.2% | Added |
| Harbour Investments, Inc. | 2,252 | $67.1K | 0.00% | +248+12.4% | Added |
| Abich Financial Wealth Management LLC | 2,224 | $66.3K | 0.06% | +2,224 | New |
| Huntington National Bank | 2,084 | $62.1K | 0.00% | +29+1.4% | Added |
| Capital Analysts, LLC | 2,026 | $60.0K | 0.00% | −476−19.0% | Reduced |
| 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 |
| 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 |
| Westpac Banking Corp | 1,693 | $50.4K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,645 | $49.0K | 0.01% | +21+1.3% | Added |
| CVA Family Office, LLC | 1,640 | $48.9K | 0.01% | +1,640 | New |
| Planned Solutions, Inc. | 1,629 | $48.5K | 0.02% | +1,629 | New |
| Cutler Group LP | 1,529 | $45.0K | 0.01% | +203+15.3% | Added |
| Trust Co of Vermont | 1,500 | $44.7K | 0.00% | +1,500 | New |
| Spire Wealth Management | 1,595 | $44.5K | 0.00% | −649−28.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $43.2K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,413 | $42.1K | 0.00% | +180+14.6% | Added |
| Private Ocean, LLC | 1,405 | $41.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,298 | $38.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,237 | $36.9K | 0.02% | −315−20.3% | Reduced |
| Washington Trust Co | 1,200 | $35.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,175 | $35.0K | 0.00% | +1,175 | New |
| Tobam | 1,135 | $34.0K | 0.00% | +1,085+2,170.0% | Added |
| Bank of New Hampshire | 1,120 | $33.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,113 | $33.2K | 0.01% | −27−2.4% | Reduced |
| Massmutual Trust Co FSB | 1,111 | $33.1K | 0.00% | +665+149.1% | Added |
| Lindbrook Capital, LLC | 1,109 | $33.0K | 0.00% | +121+12.2% | Added |
| TD Private Client Wealth LLC | 1,055 | $31.4K | 0.00% | +576+120.3% | Added |
| Creative Financial Designs Inc | 1,039 | $31.0K | 0.00% | +1,039 | New |
| Advisory Services Network, LLC | 1,037 | $30.9K | 0.00% | −8,808−89.5% | Reduced |
| Parkside Financial Bank & Trust | 1,019 | $30.4K | 0.01% | +53+5.5% | Added |
| RFP Financial Group LLC | 1,000 | $29.8K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $29.8K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 858 | $25.6K | 0.00% | −317−27.0% | Reduced |
| Baldwin Brothers Inc | 817 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 882 | $22.0K | 0.00% | +623+240.5% | Added |
| Federated Hermes, Inc. | 735 | $21.9K | 0.00% | +22+3.1% | Added |
| Rakuten Investment Management, Inc. | 710 | $21.3K | 0.00% | +710 | New |
| Larson Financial Group LLC | 709 | $21.1K | 0.00% | +26+3.8% | Added |
| Global Trust Asset Management, LLC | 675 | $20.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 674 | $20.1K | 0.00% | −173−20.4% | Reduced |
| Umb Bank N A | 638 | $19.0K | 0.00% | −342−34.9% | Reduced |
| Harvest Fund Management Co., Ltd | 630 | $19.0K | 0.00% | −1,644−72.3% | Reduced |
| Quent Capital, LLC | 616 | $18.4K | 0.00% | +158+34.5% | Added |
| Zions Bancorporation, N.A. | 610 | $18.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 600 | $17.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 596 | $17.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 594 | $17.7K | 0.01% | −314−34.6% | Reduced |