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
Auxier Asset Management57,895$1.63M0.25%−2,165−3.6%Reduced
Verition Fund Management LLC57,321$1.61M0.02%+57,321New
Achmea Investment Management B.V.57,219$1.61M0.03%+23,059+67.5%Added
Mercer Global Advisors Inc56,725$1.59M0.00%−126,663−69.1%Reduced
Duality Advisers, LP56,579$1.59M0.16%+56,579New
FMR LLC55,570$1.56M0.00%−29,748−34.9%Reduced
Point72 (DIFC) Ltd55,433$1.56M0.12%+55,433New
State of Tennessee, Treasury Department54,757$1.54M0.01%−113,993−67.6%Reduced
Zurich Insurance Group Ltd54,700$1.54M0.01%+54,700New
Illinois Municipal Retirement Fund54,011$1.52M0.02%00.0%Unchanged
Quantinno Capital Management LP53,510$1.50M0.03%+12,092+29.2%Added
B.O.S.S. Retirement Advisors, LLC49,830$1.48M0.57%−5,580−10.1%Reduced
Czech National Bank52,802$1.48M0.02%+3,426+6.9%Added
Hennion & Walsh Asset Management, Inc.52,520$1.48M0.08%−1,826−3.4%Reduced
Pearl River Capital, LLC52,038$1.46M0.23%+52,038New
Utah Retirement Systems51,881$1.46M0.02%+2,600+5.3%Added
Weaver C. Barksdale & Associates, Inc.51,685$1.45M1.33%−291−0.6%Reduced
Weiss Asset Management LP51,514$1.45M0.07%+51,514New
CIBC Asset Management Inc50,038$1.41M0.00%+2,988+6.4%Added
Skandinaviska Enskilda Banken AB (publ)49,545$1.39M0.01%00.0%Unchanged
West Oak Capital, LLC49,380$1.39M0.59%+735+1.5%Added
Wagner Wealth Management, LLC48,721$1.37M0.42%−19,941−29.0%Reduced
Alaska Permanent Fund Corp47,915$1.35M0.02%+47,915New
Cinctive Capital Management LP47,538$1.34M0.07%+47,538New
Independent Advisor Alliance47,534$1.34M0.05%−33−0.1%Reduced
Ameritas Investment Partners, Inc.47,237$1.33M0.05%+92+0.2%Added
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group47,056$1.32M0.52%−4,196−8.2%Reduced
Candriam Luxembourg S.C.A.46,876$1.32M0.01%+9,548+25.6%Added
ARGA Investment Management, LP46,598$1.31M0.04%+24,409+110.0%Added
Xponance, Inc.46,176$1.30M0.01%+3,910+9.3%Added
Nebula Research & Development LLC46,133$1.30M0.28%+46,133New
Tredje AP-fonden45,746$1.29M0.01%00.0%Unchanged
Public Sector Pension Investment Board44,557$1.25M0.01%00.0%Unchanged
New York Life Investment Management LLC44,244$1.24M0.01%−1,425−3.1%Reduced
Axq Capital, LP43,900$1.23M0.30%+4,052+10.2%Added
Ascent Group, LLC42,613$1.20M0.11%+3,655+9.4%Added
Insight Folios Inc40,964$1.15M0.47%−3,781−8.5%Reduced
DnB Asset Management AS40,473$1.14M0.01%−48,287−54.4%Reduced
PGGM Investments40,117$1.13M0.02%+24,588+158.3%Added
Capital Fund Management S.A.39,763$1.12M0.01%+39,763New
Mutual of America Capital Management LLC39,351$1.11M0.01%+1,633+4.3%Added
Bank of Nova Scotia39,077$1.10M0.00%+1,488+4.0%Added
Nissay Asset Management Corp38,615$1.09M0.01%+883+2.3%Added
Ferguson Wellman Capital Management, Inc37,830$1.06M0.02%−570−1.5%Reduced
Pathstone Holdings, LLC37,609$1.06M0.00%+256+0.7%Added
BI Asset Management Fondsmaeglerselskab A/S36,821$1.03M0.02%+22,500+157.1%Added
Truist Financial Corp36,593$1.03M0.00%−1,735−4.5%Reduced
Equitable Trust Co35,722$1.00M0.07%+1,158+3.4%Added
UniSuper Management Pty Ltd35,635$1.00M0.01%+30,937+658.5%Added
British Columbia Investment Management Corp35,451$996.5K0.01%+998+2.9%Added
Ironwood Investment Counsel, LLC35,106$986.9K0.17%−112−0.3%Reduced
Swedbank AB34,817$978.7K0.00%00.0%Unchanged
Natixis Advisors, L.P.34,798$978.0K0.00%+2,347+7.2%Added
Sherbrooke Park Advisers LLC34,283$963.7K0.19%+17,138+100.0%Added
JustInvest LLC33,378$938.3K0.02%+434+1.3%Added
Man Group plc33,033$928.6K0.00%−154,404−82.4%Reduced
State of Alaska, Department of Revenue32,567$915.0K0.01%+2,125+7.0%Added
Mackenzie Financial Corp32,445$912.0K0.00%−6,545−16.8%Reduced
Janus Henderson Group PLC32,266$907.2K0.00%+84+0.3%Added
Lido Advisors, LLC31,755$902.5K0.01%+31,755New
Macquarie Group Ltd31,697$891.0K0.00%+18,520+140.5%Added
Lloyd Advisory Services, LLC.31,500$885.4K0.19%+31,500New
Public Employees Retirement Association of Colorado31,392$882.0K0.00%−2,056−6.1%Reduced
Lombard Odier Asset Management (Switzerland) SA31,120$874.8K0.06%+31,120New
Investment Management Corp of Ontario31,083$873.7K0.03%−2,200−6.6%Reduced
Park Avenue Securities LLC30,537$858.0K0.01%−3,204−9.5%Reduced
Boyar Asset Management Inc.30,216$849.4K0.55%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC29,810$838.0K0.00%−4,553−13.2%Reduced
Daiwa Securities Group Inc.29,252$822.0K0.00%+3,225+12.4%Added
Nordea Investment Management AB29,152$816.5K0.00%−1,713−5.5%Reduced
Vontobel Holding Ltd.28,598$803.9K0.01%+8,410+41.7%Added
Teza Capital Management LLC28,461$800.0K0.11%+28,461New
Aviva PLC28,313$795.9K0.00%−43,544−60.6%Reduced
ISAM Funds (UK) Ltd28,221$793.3K0.45%+19,498+223.5%Added
Mirabella Financial Services LLP28,032$788.0K0.06%+4,053+16.9%Added
SlateStone Wealth, LLC27,527$774.0K0.08%+27,527New
Elo Mutual Pension Insurance Co27,166$764.0K0.02%+1,028+3.9%Added
Paradigm Financial Partners, LLC27,056$760.5K0.16%−540−2.0%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd26,844$754.6K0.01%−38,256−58.8%Reduced
Two Sigma Securities, LLC26,749$751.9K0.04%+26,749New
Farmers & Merchants Trust Co of Long Beach26,464$743.9K0.18%00.0%Unchanged
Abundance Wealth Counselors26,298$739.0K0.17%+2,012+8.3%Added
Intech Investment Management LLC25,964$729.8K0.01%−40,324−60.8%Reduced
Oppenheimer & Co Inc25,907$728.2K0.01%+1,250+5.1%Added
Ci Investments Inc.25,675$722.0K0.00%+3,821+17.5%Added
Oregon Public Employees Retirement Fund25,640$720.7K0.01%−11,370−30.7%Reduced
Storebrand Asset Management AS25,621$720.2K0.00%−2,700−9.5%Reduced
Gold Investment Management Ltd.25,388$713.7K0.29%−157−0.6%Reduced
Griffin Asset Management, Inc.25,365$713.0K0.09%+725+2.9%Added
Glenmede Trust Co NA25,352$712.6K0.00%+126+0.5%Added
Neuberger Berman Group LLC25,321$711.8K0.00%+284+1.1%Added
Plato Investment Management Ltd25,267$710.3K0.07%+25,267New
Cambridge Investment Research Advisors, Inc.25,109$706.0K0.00%+246+1.0%Added
Park National Corp24,988$702.4K0.03%00.0%Unchanged
Gulf International Bank (UK) Ltd24,857$698.0K0.02%00.0%Unchanged
D.A. Davidson & Co.24,452$687.4K0.01%+1,038+4.4%Added
Everence Capital Management Inc24,430$687.0K0.05%00.0%Unchanged
GPS Wealth Strategies Group, LLC24,238$681.3K0.11%+24,238New
Lecap Asset Management Ltd24,050$676.0K0.14%+24,050New
Sciencast Management LP24,028$675.4K0.41%+24,028New