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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 11,192 | $314.6K | 0.24% | +11,192 | New |
| Joule Financial, LLC | 11,082 | $314.9K | 0.13% | +429+4.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,210 | $315.1K | 0.19% | +11,210 | New |
| Stratos Wealth Partners, LTD. | 11,242 | $316.0K | 0.01% | −64−0.6% | Reduced |
| International Private Wealth Advisors LLC | 11,248 | $316.2K | 0.61% | +11,248 | New |
| CWA Asset Management Group, LLC | 11,612 | $326.4K | 0.02% | +2,501+27.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $326.5K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 11,736 | $329.9K | 0.02% | +11,736 | New |
| SEI Investments Co | 11,758 | $330.5K | 0.00% | −3,134−21.0% | Reduced |
| Csenge Advisory Group | 11,778 | $331.1K | 0.02% | +2,312+24.4% | Added |
| Brown Brothers Harriman & Co | 11,795 | $331.6K | 0.00% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 11,806 | $331.9K | 0.15% | −621−5.0% | Reduced |
| Stephens Inc | 12,042 | $338.5K | 0.01% | −588−4.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,067 | $339.2K | 0.02% | +2,445+25.4% | Added |
| Metropolitan Life Insurance Co | 12,104 | $340.2K | 0.01% | +630+5.5% | Added |
| Vident Advisory, LLC | 12,151 | $341.6K | 0.01% | +1,398+13.0% | Added |
| Fifth Third Bancorp | 12,329 | $346.6K | 0.00% | −258−2.0% | Reduced |
| Wolverine Trading, LLC | 12,575 | $353.5K | 0.00% | −1,836−12.7% | Reduced |
| Prelude Capital Management, LLC | 12,590 | $353.9K | 0.02% | +12,590 | New |
| Bayesian Capital Management, LP | 12,800 | $359.8K | 0.03% | −19,020−59.8% | Reduced |
| Thrivent Financial for Lutherans | 12,797 | $360.0K | 0.00% | +518+4.2% | Added |
| Keebeck Alpha, LP | 12,818 | $360.3K | 0.24% | +12,818 | New |
| Verity Asset Management, Inc. | 13,129 | $369.1K | 0.21% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 13,256 | $372.6K | 0.08% | −484−3.5% | Reduced |
| Capstone Investment Advisors, LLC | 13,429 | $377.5K | 0.01% | +2,138+18.9% | Added |
| Guinness Asset Management LTD | 13,430 | $377.5K | 0.01% | +101+0.8% | Added |
| Centiva Capital, LP | 13,485 | $379.1K | 0.02% | +13,485 | New |
| Keybank National Association | 13,592 | $382.1K | 0.00% | +75+0.6% | Added |
| IFP Advisors, Inc | 13,623 | $382.9K | 0.02% | −141−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,034 | $394.5K | 0.00% | −3,768−21.2% | Reduced |
| New Mexico Educational Retirement Board | 14,173 | $398.0K | 0.01% | −700−4.7% | Reduced |
| MML Investors Services, LLC | 14,232 | $400.0K | 0.00% | −1,303−8.4% | Reduced |
| Aigen Investment Management, LP | 14,301 | $402.0K | 0.09% | +14,301 | New |
| Summit Financial Group Inc | 14,360 | $403.7K | 0.14% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 14,500 | $407.6K | 0.01% | +2,900+25.0% | Added |
| Ieq Capital, LLC | 14,598 | $410.4K | 0.01% | +509+3.6% | Added |
| Cooper Financial Group | 14,871 | $418.0K | 0.07% | +189+1.3% | Added |
| Impact Partnership Wealth, LLC | 14,923 | $419.5K | 0.17% | −2,802−15.8% | Reduced |
| Resources Investment Advisors, LLC. | 14,965 | $420.7K | 0.01% | +979+7.0% | Added |
| Capula Management Ltd | 15,251 | $428.7K | 0.01% | +15,251 | New |
| Global X Japan Co., Ltd. | 15,381 | $432.4K | 0.09% | +517+3.5% | Added |
| Passumpsic Savings Bank | 15,401 | $432.9K | 0.28% | +15,401 | New |
| CI Private Wealth, LLC | 15,460 | $434.6K | 0.00% | −1,407−8.3% | Reduced |
| Sigma Planning Corp | 15,548 | $437.1K | 0.01% | +15,548 | New |
| Ossiam | 15,729 | $442.1K | 0.01% | +3,148+25.0% | Added |
| XTX Topco Ltd | 15,751 | $442.8K | 0.06% | +15,751 | New |
| First Manhattan Co | 16,000 | $449.8K | 0.00% | −600−3.6% | Reduced |
| Gen-Wealth Partners Inc | 16,008 | $450.0K | 0.22% | +16,008 | New |
| Credit Agricole S A | 18,232 | $456.2K | 0.01% | +10,256+128.6% | Added |
| Wellington Management Group LLP | 16,521 | $464.4K | 0.00% | +1,415+9.4% | Added |
| Financial Advocates Investment Management | 16,747 | $470.8K | 0.03% | −96−0.6% | Reduced |
| Proequities, Inc. | 16,621 | $472.2K | 0.03% | +2,599+18.5% | Added |
| Grassi Investment Management | 16,835 | $473.0K | 0.04% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 16,814 | $473.0K | 0.09% | +16,814 | New |
| Capital Investment Counsel, Inc | 16,919 | $475.6K | 0.08% | −2,000−10.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,145 | $481.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,236 | $484.5K | 0.00% | −65−0.4% | Reduced |
| Louisiana State Employees Retirement System | 17,500 | $491.9K | 0.01% | +500+2.9% | Added |
| Savant Capital, LLC | 17,594 | $494.6K | 0.01% | +17,594 | New |
| Securian Asset Management, Inc | 17,677 | $496.9K | 0.01% | −164−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,025 | $506.7K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 18,119 | $509.3K | 0.01% | +4,100+29.2% | Added |
| Freestone Capital Holdings, LLC | 18,426 | $518.0K | 0.02% | +1,112+6.4% | Added |
| Leeward Financial Partners, LLC | 18,438 | $518.3K | 0.22% | 00.0% | Unchanged |
| North Star Asset Management Inc | 18,513 | $520.4K | 0.02% | −550−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 18,868 | $521.1K | 0.00% | −480−2.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 18,679 | $525.1K | 0.12% | −79−0.4% | Reduced |
| Creative Planning | 18,710 | $525.9K | 0.00% | −316−1.7% | Reduced |
| Cullen Investment Group, Ltd. | 19,285 | $526.1K | 0.08% | −3,597−15.7% | Reduced |
| First National Trust Co | 18,880 | $530.7K | 0.02% | 00.0% | Unchanged |
| Factorial Partners, LLC | 19,000 | $534.1K | 0.30% | −2,000−9.5% | Reduced |
| Hartford Investment Management Co | 19,369 | $544.5K | 0.02% | +432+2.3% | Added |
| Maryland State Retirement & Pension System | 22,030 | $547.7K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 19,538 | $549.2K | 0.02% | +3,787+24.0% | Added |
| Pacer Advisors, Inc. | 19,579 | $550.4K | 0.00% | +599+3.2% | Added |
| My Legacy Advisors, LLC | 19,678 | $553.1K | 0.19% | +7,335+59.4% | Added |
| Herold Advisors, Inc. | 19,850 | $558.0K | 0.13% | −2,000−9.2% | Reduced |
| Silvercrest Asset Management Group LLC | 19,883 | $558.9K | 0.00% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 20,000 | $562.2K | 0.11% | +20,000 | New |
| Rockland Trust Co | 20,045 | $563.5K | 0.03% | −332−1.6% | Reduced |
| Associated Banc-Corp | 20,488 | $575.9K | 0.02% | −609−2.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 20,506 | $576.4K | 0.02% | −1,300−6.0% | Reduced |
| Revisor Wealth Management LLC | 20,436 | $591.9K | 0.27% | +11,765+135.7% | Added |
| Whitener Capital Management, Inc. | 21,329 | $599.6K | 0.20% | −105−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 21,450 | $603.0K | 0.01% | −34−0.2% | Reduced |
| Foster & Motley Inc | 21,538 | $605.0K | 0.04% | −4,789−18.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,945 | $617.0K | 0.06% | −150−0.7% | Reduced |
| US Bancorp | 22,082 | $620.7K | 0.00% | +444+2.1% | Added |
| Quadrature Capital Ltd | 22,242 | $625.4K | 0.01% | −10,464−32.0% | Reduced |
| Sound Financial Strategies Group, LLC | 22,258 | $625.7K | 0.52% | −308−1.4% | Reduced |
| Kentucky Retirement Systems | 22,793 | $640.7K | 0.02% | +237+1.1% | Added |
| Handelsbanken Fonder AB | 23,009 | $647.0K | 0.00% | −5,272−18.6% | Reduced |
| Simplex Trading, LLC | 23,024 | $647.0K | 0.02% | +23,024 | New |
| Teachers Retirement System of the State of Kentucky | 23,673 | $665.0K | 0.01% | −701−2.9% | Reduced |
| Qsemble Capital Management, LP | 23,801 | $669.0K | 0.15% | +23,801 | New |
| Sciencast Management LP | 24,028 | $675.4K | 0.41% | +24,028 | New |
| Lecap Asset Management Ltd | 24,050 | $676.0K | 0.14% | +24,050 | New |
| GPS Wealth Strategies Group, LLC | 24,238 | $681.3K | 0.11% | +24,238 | New |
| Everence Capital Management Inc | 24,430 | $687.0K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,452 | $687.4K | 0.01% | +1,038+4.4% | Added |