Skip to main content

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.

Institutional holdersQ1 2024: 595 institutions
Q1 2021: 549 institutionsQ2 2021: 576 institutionsQ3 2021: 540 institutionsQ4 2021: 582 institutionsQ1 2022: 577 institutionsQ2 2022: 542 institutionsQ3 2022: 528 institutionsQ4 2022: 555 institutionsQ1 2023: 558 institutionsQ2 2023: 535 institutionsQ3 2023: 537 institutionsQ4 2023: 565 institutionsQ1 2024: 595 institutionsQ2 2024: 581 institutionsQ3 2024: 558 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 567 institutionsQ3 2025: 591 institutionsQ4 2025: 576 institutionsQ1 2026: 611 institutionsQ2 2026: 669 institutions
Value heldQ1 2024: $7.40B
Q1 2021: $6.68BQ2 2021: $7.19BQ3 2021: $6.56BQ4 2021: $7.26BQ1 2022: $6.16BQ2 2022: $5.28BQ3 2022: $4.94BQ4 2022: $6.29BQ1 2023: $6.33BQ2 2023: $6.25BQ3 2023: $5.45BQ4 2023: $6.50BQ1 2024: $7.40BQ2 2024: $5.73BQ3 2024: $5.37BQ4 2024: $5.59BQ1 2025: $5.46BQ2 2025: $6.77BQ3 2025: $6.22BQ4 2025: $6.60BQ1 2026: $6.81BQ2 2026: $9.06B
Institutions holding BEN and their total value by quarter
QuarterHoldersValue
Q2 2026669$9.06B
Q1 2026611$6.81B
Q4 2025576$6.60B
Q3 2025591$6.22B
Q2 2025567$6.77B
Q1 2025563$5.46B
Q4 2024566$5.59B
Q3 2024558$5.37B
Q2 2024581$5.73B
Q1 2024595$7.40B
Q4 2023565$6.50B
Q3 2023537$5.45B
Q2 2023535$6.25B
Q1 2023558$6.33B
Q4 2022555$6.29B
Q3 2022528$4.94B
Q2 2022542$5.28B
Q1 2022577$6.16B
Q4 2021582$7.26B
Q3 2021540$6.56B
Q2 2021576$7.19B
Q1 2021549$6.68B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q4 2023.

Institutions holding BEN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Worldquant Millennium Advisors LLC224,597$6.31M0.08%+224,597New
Marshall Wace, LLP227,730$6.40M0.01%−122,078−34.9%Reduced
Andra AP-fonden229,300$6.45M0.11%+229,300New
Bank of Montreal233,778$6.58M0.00%−3,449−1.5%Reduced
BancorpSouth Bank234,491$6.59M0.48%+670+0.3%Added
Prudential Financial Inc242,317$6.81M0.01%+835+0.3%Added
Chatham Capital Group, Inc.242,882$6.83M1.25%00.0%Unchanged
ExodusPoint Capital Management, LP265,335$7.46M0.09%+135,750+104.8%Added
Mitsubishi UFJ Trust & Banking Corp278,268$7.76M0.02%+88,700+46.8%Added
La Banque Postale Asset Management SA281,195$7.90M0.31%+76,845+37.6%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.281,390$7.91M0.02%+77,652+38.1%Added
Cetera Investment Advisers282,965$7.95M0.02%+33,005+13.2%Added
Prana Capital Management, LP287,213$8.07M0.36%+287,213New
Yousif Capital Management, LLC294,930$8.29M0.09%+4,342+1.5%Added
WSFS Capital Management, LLC309,999$8.71M0.49%+19,728+6.8%Added
State Board of Administration of Florida Retirement System328,190$8.84M0.02%+14,642+4.7%Added
New York State Teachers Retirement System323,246$9.09M0.02%+2,820+0.9%Added
Voloridge Investment Management, LLC326,130$9.17M0.03%+312,267+2,252.5%Added
American Century Companies Inc331,676$9.32M0.01%+44,084+15.3%Added
Toroso Investments, LLC335,377$9.43M0.16%−187,568−35.9%Reduced
Alliancebernstein L.P.347,012$9.75M0.00%−9,410−2.6%Reduced
Principal Financial Group Inc356,668$10.0M0.01%+25,203+7.6%Added
Schaper Benz & Wise Investment Counsel Inc362,536$10.2M0.85%−4,170−1.1%Reduced
Mizuho Markets Americas LLC374,558$10.5M0.29%+174,071+86.8%Added
Schonfeld Strategic Advisors LLC376,537$10.6M0.08%+186,367+98.0%Added
Biechele Royce Advisors379,423$10.7M3.54%−17,716−4.5%Reduced
Ameriprise Financial Inc383,689$10.8M0.00%+11,651+3.1%Added
Great West Life Assurance Co405,126$11.4M0.02%+63,546+18.6%Added
Price T Rowe Associates Inc412,881$11.6M0.00%+35,577+9.4%Added
State of Wisconsin Investment Board422,267$11.9M0.03%+177,487+72.5%Added
Raymond James Financial Services Advisors, Inc.423,632$11.9M0.02%−52,822−11.1%Reduced
Swiss Life Asset Management Ltd430,071$12.1M0.17%+398,764+1,273.7%Added
Commonwealth Equity Services, LLC432,033$12.1M0.02%−4,663−1.1%Reduced
Meiji Yasuda Asset Management Co Ltd.432,916$12.2M0.52%−45,711−9.6%Reduced
Janney Montgomery Scott LLC442,050$12.4M0.04%+37,922+9.4%Added
Citadel Advisors LLC447,668$12.6M0.01%−332,645−42.6%Reduced
Sound Income Strategies, LLC460,768$13.0M0.97%+34,980+8.2%Added
AE Wealth Management LLC468,921$13.2M0.15%−103,878−18.1%Reduced
California State Teachers Retirement System471,650$13.3M0.02%+660+0.1%Added
Credit Suisse AG476,859$13.4M0.01%−67,129−12.3%Reduced
Citigroup Inc477,861$13.4M0.01%+145,856+43.9%Added
Mather Group, LLC.482,378$14.4M0.23%−1,370−0.3%Reduced
Tudor Investment Corp Et Al516,217$14.5M0.18%+241,116+87.6%Added
BNP Paribas Arbitrage, SA522,985$14.7M0.02%+73,245+16.3%Added
California Public Employees Retirement System535,333$15.0M0.01%+10,014+1.9%Added
HSBC Holdings PLC554,107$15.6M0.01%−153,943−21.7%Reduced
D. E. Shaw & Co., Inc.554,905$15.6M0.02%+441,556+389.6%Added
Rhumbline Advisers578,476$16.3M0.02%+19,404+3.5%Added
Foundation Resource Management Inc584,336$16.4M2.58%+9,040+1.6%Added
Greenwich Wealth Management LLC599,608$16.9M1.34%+712+0.1%Added
Balyasny Asset Management LLC611,770$17.2M0.04%+611,770New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.618,833$17.4M0.02%+68,591+12.5%Added
AQR Capital Management LLC698,603$19.6M0.03%+73,645+11.8%Added
Millennium Management LLC771,794$21.7M0.02%+261,255+51.2%Added
Allianz Asset Management GmbH782,697$22.0M0.04%−325,069−29.3%Reduced
Arrowstreet Capital, Limited Partnership787,283$22.1M0.02%+542,888+222.1%Added
Sumitomo Mitsui Trust Holdings, Inc.831,132$23.4M0.02%−18,451−2.2%Reduced
KBC Group NV835,616$23.5M0.07%+296,758+55.1%Added
Nuveen Asset Management, LLC848,267$23.9M0.01%+9,847+1.2%Added
Los Angeles Capital Management LLC868,984$24.4M0.08%+833,113+2,322.5%Added
Qube Research & Technologies Ltd895,283$25.2M0.05%+837,160+1,440.3%Added
Franklin Resources Inc905,375$25.5M0.01%−12,588−1.4%Reduced
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial1,000,000$28.1M2.29%00.0%Unchanged
Deutsche Bank AG1,023,164$28.8M0.01%+39,956+4.1%Added
Clarkston Capital Partners, LLC1,045,217$29.4M0.52%−1,600−0.2%Reduced
Victory Capital Management Inc1,090,150$30.6M0.03%+251,530+30.0%Added
Grantham, Mayo, Van Otterloo & Co. LLC1,208,463$34.0M0.12%−52,609−4.2%Reduced
Nomura Asset Management Co Ltd1,211,210$34.0M0.12%+10,369+0.9%Added
JPMorgan Chase & Co1,331,188$37.4M0.00%+384,520+40.6%Added
CBOE Vest Financial, LLC1,389,887$39.1M1.04%+201,688+17.0%Added
UBS Group AG1,409,582$39.6M0.01%+554,565+64.9%Added
Wedge Capital Management L L P1,440,709$40.5M0.66%−50,889−3.4%Reduced
UBS Asset Management Americas Inc1,587,524$44.6M0.02%−19,323−1.2%Reduced
Gallagher Fiduciary Advisors, LLC1,598,573$44.9M1.59%−68,960−4.1%Reduced
Bank of America Corp1,951,828$54.9M0.01%+1,586,878+434.8%Added
Legal & General Group Plc1,985,900$55.8M0.02%−42,284−2.1%Reduced
Charles Schwab Investment Management Inc2,007,205$56.4M0.01%+128,868+6.9%Added
Norges Bank2,053,676$57.7M0.01%+390,451+23.5%Added
Goldman Sachs Group Inc2,079,972$58.5M0.01%−457,155−18.0%Reduced
Barclays PLC2,345,560$65.9M0.03%+1,132,564+93.4%Added
First Trust Advisors LP2,628,559$73.9M0.07%+1,325,882+101.8%Added
Amundi2,882,304$79.9M0.03%−672,417−18.9%Reduced
Northern Trust Corp3,091,142$86.9M0.02%+212,532+7.4%Added
Dimensional Fund Advisors LP3,129,887$88.0M0.02%+62,107+2.0%Added
Royal Bank of Canada3,531,834$99.3M0.02%+343,376+10.8%Added
Bank of New York Mellon Corp3,855,823$108.4M0.02%−41,824−1.1%Reduced
Morgan Stanley4,391,955$123.5M0.01%+430,801+10.9%Added
ProShare Advisors LLC6,418,630$180.4M0.48%−653,183−9.2%Reduced
Geode Capital Management, LLC6,835,176$191.6M0.02%+566,750+9.0%Added
Invesco Ltd.7,398,408$208.0M0.04%+405,925+5.8%Added
State Street Corp21,755,135$618.1M0.03%+247,032+1.1%Added
Capital Research Global Investors24,027,419$675.4M0.15%−2,625,225−9.8%Reduced
BlackRock Inc.31,280,418$879.3M0.02%+1,777,937+6.0%Added
Power Corp of Canada31,557,117$887.1M88.73%+31,385,293+18,266.0%Added
Vanguard Group Inc35,889,477$1.01B0.02%+3,592,943+11.1%Added
Alyeska Investment Group, L.P.0$00.00%−590,982−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−311,777−100.0%Sold out
HRT Financial LP0$00.00%−295,468−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−112,178−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−103,205−100.0%Sold out