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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 1,413 | $39.7K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,448 | $40.7K | 0.00% | +1,448 | New |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $40.8K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $42.2K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,549 | $43.5K | 0.01% | +1,549 | New |
| Spire Wealth Management | 1,595 | $44.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,640 | $46.1K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,663 | $46.8K | 0.01% | +18+1.1% | Added |
| Westpac Banking Corp | 1,693 | $47.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,700 | $48.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,862 | $52.3K | 0.00% | −1,165−38.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,000 | $56.2K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $56.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,000 | $56.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,117 | $59.5K | 0.01% | +1,078+103.8% | Added |
| Northwest Investment Counselors, LLC | 2,170 | $61.0K | 0.01% | +2,170 | New |
| Harbour Investments, Inc. | 2,274 | $63.9K | 0.00% | +22+1.0% | Added |
| Huntington National Bank | 2,287 | $64.3K | 0.00% | +203+9.7% | Added |
| Capital Analysts, LLC | 2,468 | $69.0K | 0.00% | +442+21.8% | Added |
| Hexagon Capital Partners LLC | 2,643 | $74.3K | 0.02% | +1,969+292.1% | Added |
| Catalyst Funds Management Pty Ltd | 2,700 | $75.9K | 0.02% | +2,700 | New |
| Independence Bank of Kentucky | 2,749 | $77.3K | 0.02% | −250−8.3% | Reduced |
| Caldwell Trust Co | 3,009 | $84.6K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,056 | $85.9K | 0.08% | +2,604+576.1% | Added |
| Abich Financial Wealth Management LLC | 3,258 | $91.6K | 0.07% | +1,034+46.5% | Added |
| State of Wyoming | 3,560 | $100.1K | 0.02% | −49−1.4% | Reduced |
| GAMMA Investing LLC | 3,610 | $101.5K | 0.02% | −382−9.6% | Reduced |
| Quadrant Capital Group LLC | 3,806 | $107.0K | 0.01% | +299+8.5% | Added |
| Covestor Ltd | 3,992 | $112.0K | 0.07% | +1,473+58.5% | Added |
| Richardson Financial Services Inc. | 4,020 | $113.0K | 0.08% | +520+14.9% | Added |
| Signaturefd, LLC | 4,142 | $116.4K | 0.00% | +248+6.4% | Added |
| Van Eck Associates Corp | 4,183 | $118.0K | 0.00% | −924−18.1% | Reduced |
| South Dakota Investment Council | 4,242 | $119.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,552 | $134.0K | 0.02% | +5,552 | New |
| Horizon Investments, LLC | 4,823 | $135.6K | 0.00% | +106+2.2% | Added |
| Walleye Trading LLC | 5,405 | $151.9K | 0.00% | −685−11.2% | Reduced |
| Parallel Advisors, LLC | 5,587 | $157.1K | 0.00% | +255+4.8% | Added |
| Tower Research Capital LLC (TRC) | 5,707 | $160.4K | 0.00% | −29,808−83.9% | Reduced |
| Geneos Wealth Management Inc. | 5,932 | $166.7K | 0.01% | +113+1.9% | Added |
| Penserra Capital Management LLC | 6,208 | $174.0K | 0.00% | +2,794+81.8% | Added |
| United Community Bank | 6,246 | $175.6K | 0.07% | +35+0.6% | Added |
| Allworth Financial LP | 6,870 | $193.1K | 0.00% | −1,481−17.7% | Reduced |
| Vestcor Inc | 6,907 | $194.0K | 0.01% | −77−1.1% | Reduced |
| Jump Financial, LLC | 7,206 | $202.6K | 0.01% | −2,845−28.3% | Reduced |
| Acadian Asset Management LLC | 7,276 | $204.0K | 0.00% | +7,276 | New |
| Whittier Trust Co of Nevada Inc | 7,300 | $205.2K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 7,377 | $207.4K | 0.00% | −13,886−65.3% | Reduced |
| Teacher Retirement System of Texas | 7,559 | $212.0K | 0.00% | −6,254−45.3% | Reduced |
| Bridgefront Capital, LLC | 7,673 | $215.7K | 0.16% | −1,143−13.0% | Reduced |
| Evergreen Capital Management LLC | 7,594 | $215.8K | 0.01% | +15+0.2% | Added |
| Schroder Investment Management Group | 7,829 | $220.1K | 0.00% | +448+6.1% | Added |
| Rodgers Brothers Inc. | 7,911 | $222.4K | 0.03% | −100−1.2% | Reduced |
| Greenleaf Trust | 7,995 | $224.7K | 0.00% | −166−2.0% | Reduced |
| Rakuten Investment Management, Inc. | 8,047 | $226.2K | 0.00% | +7,337+1,033.4% | Added |
| Prentice Wealth Management LLC | 8,085 | $227.3K | 0.08% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8,119 | $228.2K | 0.09% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,127 | $228.4K | 0.00% | +8,127 | New |
| CIBC World Markets Inc. | 8,154 | $229.0K | 0.00% | +8,154 | New |
| Bessemer Group Inc | 8,182 | $230.0K | 0.00% | +22+0.3% | Added |
| Change Path, LLC | 8,265 | $232.0K | 0.01% | +8,265 | New |
| LGT Group Foundation | 8,260 | $232.2K | 0.01% | +8,260 | New |
| Apollon Wealth Management, LLC | 8,489 | $238.6K | 0.01% | +322+3.9% | Added |
| Eschler Asset Management LLP | 8,667 | $244.0K | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,729 | $245.4K | 0.00% | −1,242−12.5% | Reduced |
| Farther Finance Advisors, LLC | 8,954 | $247.3K | 0.02% | +317+3.7% | Added |
| RFG Advisory, LLC | 8,806 | $247.5K | 0.01% | +88+1.0% | Added |
| Imprint Wealth LLC | 9,046 | $249.9K | 0.06% | −555−5.8% | Reduced |
| Private Advisor Group, LLC | 9,027 | $253.8K | 0.00% | −856−8.7% | Reduced |
| Wesbanco Bank Inc | 9,032 | $253.9K | 0.01% | +9,032 | New |
| Ostrum Asset Management | 9,040 | $254.1K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 9,050 | $254.4K | 0.00% | +9,050 | New |
| Kestra Advisory Services, LLC | 9,374 | $263.5K | 0.00% | −2,061−18.0% | Reduced |
| Ritholtz Wealth Management | 9,438 | $265.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,523 | $267.7K | 0.01% | +601+6.7% | Added |
| HBK Sorce Advisory LLC | 9,520 | $267.7K | 0.01% | +9,520 | New |
| Yorktown Management & Research Co Inc | 9,600 | $269.9K | 0.26% | 00.0% | Unchanged |
| M&T Bank Corp | 9,628 | $270.6K | 0.00% | −353−3.5% | Reduced |
| CWM, LLC | 9,652 | $271.0K | 0.00% | +410+4.4% | Added |
| Blueshift Asset Management, LLC | 9,887 | $277.9K | 0.14% | +9,887 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 9,905 | $278.4K | 0.02% | −138−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 10,012 | $281.4K | 0.02% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,106 | $284.1K | 0.19% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 10,123 | $284.6K | 0.16% | −1,400−12.1% | Reduced |
| Sowell Financial Services LLC | 10,029 | $285.0K | 0.01% | +10,029 | New |
| Empirical Finance, LLC | 10,164 | $285.7K | 0.02% | +342+3.5% | Added |
| PFG Investments, LLC | 10,184 | $286.3K | 0.02% | +10,184 | New |
| Quantbot Technologies LP | 10,324 | $290.2K | 0.02% | −42,396−80.4% | Reduced |
| Rothschild Investment LLC | 10,330 | $290.4K | 0.02% | +120+1.2% | Added |
| USA Financial Portformulas Corp | 10,352 | $291.0K | 0.05% | +10,352 | New |
| Summit Trail Advisors, LLC | 10,330 | $293.6K | 0.01% | −139−1.3% | Reduced |
| V-Square Quantitative Management LLC | 10,514 | $295.5K | 0.05% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,584 | $297.5K | 0.01% | +443+4.4% | Added |
| Moloney Securities Asset Management, LLC | 10,671 | $300.0K | 0.05% | −602−5.3% | Reduced |
| Synovus Financial Corp | 10,692 | $300.6K | 0.00% | +10,692 | New |
| Wealthcare Advisory Partners LLC | 10,779 | $303.0K | 0.01% | +3,627+50.7% | Added |
| Boston Private Wealth LLC | 10,794 | $303.4K | 0.01% | −225−2.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,837 | $304.6K | 0.00% | +10,837 | New |
| Angeles Wealth Management, LLC | 10,892 | $306.2K | 0.03% | +7+0.1% | Added |
| Boston Trust Walden Corp | 11,000 | $309.2K | 0.00% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,191 | $314.6K | 0.09% | 00.0% | Unchanged |