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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 10,779 | $303.0K | 0.01% | +3,627+50.7% | Added |
| Synovus Financial Corp | 10,692 | $300.6K | 0.00% | +10,692 | New |
| Moloney Securities Asset Management, LLC | 10,671 | $300.0K | 0.05% | −602−5.3% | Reduced |
| Norinchukin Bank, The | 10,584 | $297.5K | 0.01% | +443+4.4% | Added |
| V-Square Quantitative Management LLC | 10,514 | $295.5K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,330 | $293.6K | 0.01% | −139−1.3% | Reduced |
| USA Financial Portformulas Corp | 10,352 | $291.0K | 0.05% | +10,352 | New |
| Rothschild Investment LLC | 10,330 | $290.4K | 0.02% | +120+1.2% | Added |
| Quantbot Technologies LP | 10,324 | $290.2K | 0.02% | −42,396−80.4% | Reduced |
| PFG Investments, LLC | 10,184 | $286.3K | 0.02% | +10,184 | New |
| Empirical Finance, LLC | 10,164 | $285.7K | 0.02% | +342+3.5% | Added |
| Sowell Financial Services LLC | 10,029 | $285.0K | 0.01% | +10,029 | New |
| Savvy Advisors, Inc. | 10,123 | $284.6K | 0.16% | −1,400−12.1% | Reduced |
| Finer Wealth Management, Inc. | 10,106 | $284.1K | 0.19% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,012 | $281.4K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,905 | $278.4K | 0.02% | −138−1.4% | Reduced |
| Blueshift Asset Management, LLC | 9,887 | $277.9K | 0.14% | +9,887 | New |
| CWM, LLC | 9,652 | $271.0K | 0.00% | +410+4.4% | Added |
| M&T Bank Corp | 9,628 | $270.6K | 0.00% | −353−3.5% | Reduced |
| Yorktown Management & Research Co Inc | 9,600 | $269.9K | 0.26% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,520 | $267.7K | 0.01% | +9,520 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,523 | $267.7K | 0.01% | +601+6.7% | Added |
| Ritholtz Wealth Management | 9,438 | $265.3K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,374 | $263.5K | 0.00% | −2,061−18.0% | Reduced |
| First Citizens Bank & Trust Co | 9,050 | $254.4K | 0.00% | +9,050 | New |
| Ostrum Asset Management | 9,040 | $254.1K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 9,032 | $253.9K | 0.01% | +9,032 | New |
| Private Advisor Group, LLC | 9,027 | $253.8K | 0.00% | −856−8.7% | Reduced |
| Imprint Wealth LLC | 9,046 | $249.9K | 0.06% | −555−5.8% | Reduced |
| RFG Advisory, LLC | 8,806 | $247.5K | 0.01% | +88+1.0% | Added |
| Farther Finance Advisors, LLC | 8,954 | $247.3K | 0.02% | +317+3.7% | Added |
| United Capital Financial Advisers, LLC | 8,729 | $245.4K | 0.00% | −1,242−12.5% | Reduced |
| Eschler Asset Management LLP | 8,667 | $244.0K | 0.16% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,489 | $238.6K | 0.01% | +322+3.9% | Added |
| LGT Group Foundation | 8,260 | $232.2K | 0.01% | +8,260 | New |
| Change Path, LLC | 8,265 | $232.0K | 0.01% | +8,265 | New |
| Bessemer Group Inc | 8,182 | $230.0K | 0.00% | +22+0.3% | Added |
| CIBC World Markets Inc. | 8,154 | $229.0K | 0.00% | +8,154 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,127 | $228.4K | 0.00% | +8,127 | New |
| Indiana Trust & Investment Management CO | 8,119 | $228.2K | 0.09% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,085 | $227.3K | 0.08% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 8,047 | $226.2K | 0.00% | +7,337+1,033.4% | Added |
| Greenleaf Trust | 7,995 | $224.7K | 0.00% | −166−2.0% | Reduced |
| Rodgers Brothers Inc. | 7,911 | $222.4K | 0.03% | −100−1.2% | Reduced |
| Schroder Investment Management Group | 7,829 | $220.1K | 0.00% | +448+6.1% | Added |
| Evergreen Capital Management LLC | 7,594 | $215.8K | 0.01% | +15+0.2% | Added |
| Bridgefront Capital, LLC | 7,673 | $215.7K | 0.16% | −1,143−13.0% | Reduced |
| Teacher Retirement System of Texas | 7,559 | $212.0K | 0.00% | −6,254−45.3% | Reduced |
| Prudential PLC | 7,377 | $207.4K | 0.00% | −13,886−65.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,300 | $205.2K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,276 | $204.0K | 0.00% | +7,276 | New |
| Jump Financial, LLC | 7,206 | $202.6K | 0.01% | −2,845−28.3% | Reduced |
| Vestcor Inc | 6,907 | $194.0K | 0.01% | −77−1.1% | Reduced |
| Allworth Financial LP | 6,870 | $193.1K | 0.00% | −1,481−17.7% | Reduced |
| United Community Bank | 6,246 | $175.6K | 0.07% | +35+0.6% | Added |
| Penserra Capital Management LLC | 6,208 | $174.0K | 0.00% | +2,794+81.8% | Added |
| Geneos Wealth Management Inc. | 5,932 | $166.7K | 0.01% | +113+1.9% | Added |
| Tower Research Capital LLC (TRC) | 5,707 | $160.4K | 0.00% | −29,808−83.9% | Reduced |
| Parallel Advisors, LLC | 5,587 | $157.1K | 0.00% | +255+4.8% | Added |
| Walleye Trading LLC | 5,405 | $151.9K | 0.00% | −685−11.2% | Reduced |
| Horizon Investments, LLC | 4,823 | $135.6K | 0.00% | +106+2.2% | Added |
| Continuum Advisory, LLC | 5,552 | $134.0K | 0.02% | +5,552 | New |
| South Dakota Investment Council | 4,242 | $119.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,183 | $118.0K | 0.00% | −924−18.1% | Reduced |
| Signaturefd, LLC | 4,142 | $116.4K | 0.00% | +248+6.4% | Added |
| Richardson Financial Services Inc. | 4,020 | $113.0K | 0.08% | +520+14.9% | Added |
| Covestor Ltd | 3,992 | $112.0K | 0.07% | +1,473+58.5% | Added |
| Quadrant Capital Group LLC | 3,806 | $107.0K | 0.01% | +299+8.5% | Added |
| GAMMA Investing LLC | 3,610 | $101.5K | 0.02% | −382−9.6% | Reduced |
| State of Wyoming | 3,560 | $100.1K | 0.02% | −49−1.4% | Reduced |
| Abich Financial Wealth Management LLC | 3,258 | $91.6K | 0.07% | +1,034+46.5% | Added |
| EntryPoint Capital, LLC | 3,056 | $85.9K | 0.08% | +2,604+576.1% | Added |
| Caldwell Trust Co | 3,009 | $84.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,749 | $77.3K | 0.02% | −250−8.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,700 | $75.9K | 0.02% | +2,700 | New |
| Hexagon Capital Partners LLC | 2,643 | $74.3K | 0.02% | +1,969+292.1% | Added |
| Capital Analysts, LLC | 2,468 | $69.0K | 0.00% | +442+21.8% | Added |
| Huntington National Bank | 2,287 | $64.3K | 0.00% | +203+9.7% | Added |
| Harbour Investments, Inc. | 2,274 | $63.9K | 0.00% | +22+1.0% | Added |
| Northwest Investment Counselors, LLC | 2,170 | $61.0K | 0.01% | +2,170 | New |
| Creative Financial Designs Inc | 2,117 | $59.5K | 0.01% | +1,078+103.8% | Added |
| 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 |
| Global Retirement Partners, LLC | 1,862 | $52.3K | 0.00% | −1,165−38.5% | Reduced |
| Montag A & Associates Inc | 1,700 | $48.3K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,693 | $47.6K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,663 | $46.8K | 0.01% | +18+1.1% | Added |
| CVA Family Office, LLC | 1,640 | $46.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,595 | $44.8K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,549 | $43.5K | 0.01% | +1,549 | New |
| Trust Co of Vermont | 1,500 | $42.2K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $40.8K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,448 | $40.7K | 0.00% | +1,448 | New |
| Private Trust Co NA | 1,413 | $39.7K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,405 | $39.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,400 | $39.4K | 0.01% | −300−17.6% | Reduced |
| Meeder Asset Management Inc | 1,381 | $38.8K | 0.00% | −5,798−80.8% | Reduced |
| Central Trust Co | 1,298 | $36.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,237 | $34.8K | 0.02% | 00.0% | Unchanged |