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 |
|---|---|---|---|---|---|
| Washington Trust Co | 1,200 | $33.7K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,184 | $33.3K | 0.00% | +1,184 | New |
| Tobam | 1,165 | $33.0K | 0.00% | +30+2.6% | Added |
| Headlands Technologies LLC | 1,129 | $31.7K | 0.01% | +1,129 | New |
| Bank of New Hampshire | 1,120 | $31.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,120 | $31.5K | 0.00% | +11+1.0% | Added |
| Bell Investment Advisors, Inc | 1,113 | $31.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,057 | $29.7K | 0.00% | −54−4.9% | Reduced |
| TD Private Client Wealth LLC | 1,055 | $29.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,026 | $28.8K | 0.00% | +7+0.7% | Added |
| RFP Financial Group LLC | 1,000 | $28.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $28.1K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 946 | $26.6K | 0.00% | −229−19.5% | Reduced |
| Baldwin Brothers Inc | 817 | $23.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 683 | $19.2K | 0.00% | −52−7.1% | Reduced |
| Global Trust Asset Management, LLC | 675 | $19.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 667 | $18.7K | 0.00% | +51+8.3% | Added |
| Umb Bank N A | 658 | $18.5K | 0.00% | +20+3.1% | Added |
| Richardson Capital Management LLC | 650 | $18.3K | 0.01% | +650 | New |
| Salomon & Ludwin, LLC | 630 | $17.7K | 0.00% | +630 | New |
| Sandy Spring Bank | 600 | $16.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 596 | $16.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 571 | $16.1K | 0.00% | −39−6.4% | Reduced |
| Smartleaf Asset Management LLC | 561 | $15.5K | 0.00% | +550+5,000.0% | Added |
| Harbor Investment Advisory, LLC | 531 | $14.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 528 | $14.6K | 0.03% | +162+44.3% | Added |
| Assetmark, Inc | 514 | $14.4K | 0.00% | +236+84.9% | Added |
| Larson Financial Group LLC | 512 | $14.4K | 0.00% | −197−27.8% | Reduced |
| Front Row Advisors LLC | 500 | $14.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $14.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 489 | $13.7K | 0.00% | +489 | New |
| Aspect Partners, LLC | 473 | $13.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $13.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 447 | $12.6K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 500 | $12.5K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 402 | $11.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 388 | $10.9K | 0.00% | −206−34.7% | Reduced |
| Ronald Blue Trust, Inc. | 379 | $10.7K | 0.00% | −503−57.0% | Reduced |
| Bruce G. Allen Investments, LLC | 360 | $10.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 314 | $8.83K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $8.18K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 356 | $8.13K | 0.00% | +54+17.9% | Added |
| Pingora Partners LLC | 260 | $7.31K | 0.01% | +260 | New |
| JJJ Advisors Inc. | 259 | $7.29K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 256 | $7.00K | 0.00% | −1,273−83.3% | Reduced |
| Valley National Advisers Inc | 265 | $7.00K | 0.00% | −35−11.7% | Reduced |
| GoalVest Advisory LLC | 220 | $6.18K | 0.00% | +220 | New |
| Quarry LP | 216 | $6.07K | 0.00% | −292−57.5% | Reduced |
| GHP Investment Advisors, Inc. | 215 | $6.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 201 | $5.65K | 0.00% | −5−2.4% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $5.62K | 0.00% | +200 | New |
| Farmers & Merchants Investments Inc | 191 | $5.37K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 190 | $5.34K | 0.00% | +190 | New |
| Venturi Wealth Management, LLC | 169 | $4.75K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 136 | $3.82K | 0.00% | +45+49.5% | Added |
| M&R Capital Management Inc | 134 | $3.78K | 0.00% | −10−6.9% | Reduced |
| Ancora Advisors, LLC | 125 | $3.51K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $3.51K | 0.00% | +125 | New |
| Activest Wealth Management | 118 | $3.33K | 0.00% | +4+3.5% | Added |
| Versant Capital Management, Inc | 104 | $2.92K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 102 | $2.87K | 0.00% | −102−50.0% | Reduced |
| Raleigh Capital Management Inc. | 100 | $2.81K | 0.00% | −53−34.6% | Reduced |
| McIlrath & Eck, LLC | 100 | $2.81K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 96 | $2.69K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 89 | $2.00K | 0.00% | +43+93.5% | Added |
| Private Wealth Management Group, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $2.00K | 0.00% | +9+14.5% | Added |
| TFC Financial Management | 68 | $1.91K | 0.00% | +37+119.4% | Added |
| Caitlin John, LLC | 63 | $1.78K | 0.00% | −4−6.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 58 | $1.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $1.21K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 41 | $1.15K | 0.00% | +41 | New |
| Jackson, Grant Investment Advisers, Inc. | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $984 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 33 | $928 | 0.00% | +33 | New |
| Dunhill Financial, LLC | 25 | $704 | 0.00% | +4+19.0% | Added |
| Sofos Investments, Inc. | 18 | $506 | 0.00% | +18 | New |
| Leonteq Securities AG | 16 | $450 | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 15 | $422 | 0.00% | −20−57.1% | Reduced |
| Abound Wealth Management | 12 | $342 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $285 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 10 | $240 | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $228 | 0.00% | −66−89.2% | Reduced |
| Colonial Trust Advisors | 6 | $169 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $142 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $142 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 2 | $56 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $28 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | +14 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −590,982−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −311,777−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −295,468−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −112,178−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −103,205−100.0% | Sold out |