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, Q1 2024
Institutional positions in Franklin Templeton Inc as of Mar 31, 2024. 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
- 595
- +35 vs. Q4 2023
- Shares held
- 263.2M
- +45.2M (+20.7%) vs. Q4 2023
- Total value
- $7.40B
- +$911.4M (+14.0%) vs. Q4 2023
- New holders
- 93
- 227 more added
- Sold out
- 58
- 175 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 1 | $28 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 2 | $56 | 0.00% | +2 | New |
| NVWM, LLC | 5 | $142 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $142 | 0.00% | +5 | New |
| Colonial Trust Advisors | 6 | $169 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $228 | 0.00% | −66−89.2% | Reduced |
| Clearstead Advisors, LLC | 10 | $240 | 0.00% | +10 | New |
| MCF Advisors LLC | 10 | $285 | 0.00% | +10 | New |
| Abound Wealth Management | 12 | $342 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $422 | 0.00% | −20−57.1% | Reduced |
| Leonteq Securities AG | 16 | $450 | 0.00% | +16 | New |
| Sofos Investments, Inc. | 18 | $506 | 0.00% | +18 | New |
| Dunhill Financial, LLC | 25 | $704 | 0.00% | +4+19.0% | Added |
| Westend Capital Management, LLC | 33 | $928 | 0.00% | +33 | New |
| Gradient Investments LLC | 35 | $984 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 41 | $1.15K | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 43 | $1.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 58 | $1.63K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 63 | $1.78K | 0.00% | −4−6.0% | Reduced |
| TFC Financial Management | 68 | $1.91K | 0.00% | +37+119.4% | Added |
| Private Wealth Management Group, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $2.00K | 0.00% | +9+14.5% | Added |
| Avion Wealth | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 89 | $2.00K | 0.00% | +43+93.5% | Added |
| SOA Wealth Advisors, LLC. | 96 | $2.69K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $2.81K | 0.00% | −53−34.6% | Reduced |
| McIlrath & Eck, LLC | 100 | $2.81K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 102 | $2.87K | 0.00% | −102−50.0% | Reduced |
| Versant Capital Management, Inc | 104 | $2.92K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 118 | $3.33K | 0.00% | +4+3.5% | Added |
| Ancora Advisors, LLC | 125 | $3.51K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $3.51K | 0.00% | +125 | New |
| M&R Capital Management Inc | 134 | $3.78K | 0.00% | −10−6.9% | Reduced |
| Manchester Capital Management LLC | 136 | $3.82K | 0.00% | +45+49.5% | Added |
| Venturi Wealth Management, LLC | 169 | $4.75K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 190 | $5.34K | 0.00% | +190 | New |
| Farmers & Merchants Investments Inc | 191 | $5.37K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $5.62K | 0.00% | +200 | New |
| MV Capital Management, Inc. | 201 | $5.65K | 0.00% | −5−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 215 | $6.05K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 216 | $6.07K | 0.00% | −292−57.5% | Reduced |
| GoalVest Advisory LLC | 220 | $6.18K | 0.00% | +220 | New |
| Cutler Group LP | 256 | $7.00K | 0.00% | −1,273−83.3% | Reduced |
| Valley National Advisers Inc | 265 | $7.00K | 0.00% | −35−11.7% | Reduced |
| JJJ Advisors Inc. | 259 | $7.29K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 260 | $7.31K | 0.01% | +260 | New |
| EverSource Wealth Advisors, LLC | 356 | $8.13K | 0.00% | +54+17.9% | Added |
| Key Financial Inc | 291 | $8.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 314 | $8.83K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 360 | $10.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 379 | $10.7K | 0.00% | −503−57.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 388 | $10.9K | 0.00% | −206−34.7% | Reduced |
| Main Street Group, LTD | 402 | $11.1K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 500 | $12.5K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 447 | $12.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $13.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 473 | $13.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 489 | $13.7K | 0.00% | +489 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $14.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $14.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 512 | $14.4K | 0.00% | −197−27.8% | Reduced |
| Assetmark, Inc | 514 | $14.4K | 0.00% | +236+84.9% | Added |
| ORG Partners LLC | 528 | $14.6K | 0.03% | +162+44.3% | Added |
| Harbor Investment Advisory, LLC | 531 | $14.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 561 | $15.5K | 0.00% | +550+5,000.0% | Added |
| Zions Bancorporation, N.A. | 571 | $16.1K | 0.00% | −39−6.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 596 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 600 | $16.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 630 | $17.7K | 0.00% | +630 | New |
| Richardson Capital Management LLC | 650 | $18.3K | 0.01% | +650 | New |
| Umb Bank N A | 658 | $18.5K | 0.00% | +20+3.1% | Added |
| Quent Capital, LLC | 667 | $18.7K | 0.00% | +51+8.3% | Added |
| Global Trust Asset Management, LLC | 675 | $19.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 683 | $19.2K | 0.00% | −52−7.1% | Reduced |
| Baldwin Brothers Inc | 817 | $23.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 946 | $26.6K | 0.00% | −229−19.5% | Reduced |
| RFP Financial Group LLC | 1,000 | $28.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $28.1K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,026 | $28.8K | 0.00% | +7+0.7% | Added |
| TD Private Client Wealth LLC | 1,055 | $29.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,057 | $29.7K | 0.00% | −54−4.9% | Reduced |
| Bell Investment Advisors, Inc | 1,113 | $31.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,120 | $31.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,120 | $31.5K | 0.00% | +11+1.0% | Added |
| Headlands Technologies LLC | 1,129 | $31.7K | 0.01% | +1,129 | New |
| Tobam | 1,165 | $33.0K | 0.00% | +30+2.6% | Added |
| Exchange Traded Concepts, LLC | 1,184 | $33.3K | 0.00% | +1,184 | New |
| Washington Trust Co | 1,200 | $33.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,237 | $34.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,298 | $36.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,381 | $38.8K | 0.00% | −5,798−80.8% | Reduced |
| Investors Research Corp | 1,400 | $39.4K | 0.01% | −300−17.6% | Reduced |
| Private Ocean, LLC | 1,405 | $39.5K | 0.00% | 00.0% | Unchanged |