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 |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 585 | $17.4K | 0.01% | +585 | New |
| CGC Financial Services, LLC | 575 | $17.1K | 0.01% | +575 | New |
| Harbor Investment Advisory, LLC | 531 | $15.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 508 | $15.1K | 0.01% | +508 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 500 | $15.0K | 0.01% | +500 | New |
| Whittier Trust Co | 500 | $14.9K | 0.00% | −2,863−85.1% | Reduced |
| Front Row Advisors LLC | 500 | $14.9K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 498 | $14.8K | 0.00% | −2−0.4% | Reduced |
| Aspect Partners, LLC | 473 | $14.1K | 0.01% | +473 | New |
| NBC Securities, Inc. | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $14.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $13.8K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 452 | $13.5K | 0.01% | +452 | New |
| Arlington Partners LLC | 447 | $13.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 447 | $13.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 402 | $12.0K | 0.00% | +402 | New |
| ORG Partners LLC | 366 | $10.9K | 0.00% | +3+0.8% | Added |
| Bruce G. Allen Investments, LLC | 360 | $10.7K | 0.01% | +360 | New |
| Focused Wealth Management, Inc | 355 | $10.6K | 0.00% | +5+1.4% | Added |
| JFS Wealth Advisors, LLC | 314 | $9.36K | 0.00% | +33+11.7% | Added |
| Fairfield, Bush & Co. | 308 | $9.18K | 0.01% | +308 | New |
| EverSource Wealth Advisors, LLC | 302 | $9.00K | 0.00% | −117−27.9% | Reduced |
| Key Financial Inc | 291 | $8.67K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 278 | $8.28K | 0.00% | +278 | New |
| Valley National Advisers Inc | 300 | $8.00K | 0.00% | −135−31.0% | Reduced |
| JJJ Advisors Inc. | 259 | $7.72K | 0.00% | −22−7.8% | Reduced |
| West Paces Advisors Inc. | 231 | $6.88K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 215 | $6.41K | 0.00% | −1,088−83.5% | Reduced |
| MV Capital Management, Inc. | 206 | $6.14K | 0.00% | +18+9.6% | Added |
| Jones Financial Companies LLLP | 204 | $6.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $5.69K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 169 | $5.04K | 0.00% | +122+259.6% | Added |
| Raleigh Capital Management Inc. | 153 | $4.56K | 0.00% | +153 | New |
| M&R Capital Management Inc | 144 | $4.29K | 0.00% | +1+0.7% | Added |
| Ancora Advisors, LLC | 125 | $3.72K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 114 | $3.41K | 0.00% | +1+0.9% | Added |
| Versant Capital Management, Inc | 104 | $3.10K | 0.00% | +18+20.9% | Added |
| McIlrath & Eck, LLC | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 96 | $2.85K | 0.00% | +1+1.1% | Added |
| Manchester Capital Management LLC | 91 | $2.71K | 0.00% | −19−17.3% | Reduced |
| Baystate Wealth Management LLC | 75 | $2.24K | 0.00% | +1+1.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $2.21K | 0.00% | +31+72.1% | Added |
| Private Wealth Management Group, LLC | 71 | $2.12K | 0.00% | +71 | New |
| Coppell Advisory Solutions LLC | 69 | $2.06K | 0.00% | −2,931−97.7% | Reduced |
| Avion Wealth | 52 | $2.00K | 0.00% | +52 | New |
| Caitlin John, LLC | 67 | $1.98K | 0.00% | +67 | New |
| SJS Investment Consulting Inc. | 62 | $1.85K | 0.00% | −14−18.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 58 | $1.73K | 0.00% | +58 | New |
| Crewe Advisors LLC | 51 | $1.52K | 0.00% | +51 | New |
| Raffa Wealth Management, LLC | 43 | $1.28K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $1.04K | 0.00% | −265−88.3% | Reduced |
| Gradient Investments LLC | 35 | $1.04K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $1.00K | 0.00% | +3+16.7% | Added |
| TFC Financial Management | 31 | $924 | 0.00% | −16−34.0% | Reduced |
| Dunhill Financial, LLC | 21 | $632 | 0.00% | +21 | New |
| Tfo-TDC, LLC | 21 | $626 | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 13 | $387 | 0.00% | +13 | New |
| Abound Wealth Management | 12 | $362 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11 | $330 | 0.00% | +11 | New |
| Colonial Trust Advisors | 6 | $179 | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 4 | $0 | 0.00% | −113−96.6% | Reduced |
| Alps Advisors Inc | 0 | $0 | 0.00% | −870,061−100.0% | Sold out |
| KWMG, LLC | 0 | $0 | 0.00% | −170,694−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −122,359−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −94,216−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −94,026−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −87,570−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −77,895−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −66,481−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −64,900−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −54,070−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −37,795−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −27,596−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −23,250−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −21,738−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,430−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,304−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −19,895−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,312−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −18,992−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,709−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −16,260−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,842−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −15,534−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −14,629−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −12,271−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −10,814−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,590−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −9,114−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −9,032−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −8,925−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −8,905−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,868−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −8,603−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −8,380−100.0% | Sold out |