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, Q2 2024
Institutional positions in Franklin Templeton Inc as of Jun 30, 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
- 581
- −7 vs. Q1 2024
- Shares held
- 255.9M
- −6.42M (−2.4%) vs. Q1 2024
- Total value
- $5.73B
- −$1.65B (−22.4%) vs. Q1 2024
- New holders
- 76
- 255 more added
- Sold out
- 83
- 165 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 159 | $9 | 0.00% | +159 | New |
| Rakuten Securities, Inc. | 2 | $45 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 5 | $112 | 0.00% | +4+400.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $179 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $224 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $227 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $272 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 15 | $335 | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 20 | $447 | 0.00% | +20 | New |
| SWAN Capital LLC | 20 | $447 | 0.00% | +20 | New |
| NVWM, LLC | 20 | $453 | 0.00% | +15+300.0% | Added |
| AdvisorNet Financial, Inc | 22 | $492 | 0.00% | +7+46.7% | Added |
| Dunhill Financial, LLC | 26 | $572 | 0.00% | +1+4.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 30 | $671 | 0.00% | +30 | New |
| LRI Investments, LLC | 41 | $916 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $961 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $961 | 0.00% | +43 | New |
| Avion Wealth | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 61 | $1.00K | 0.00% | +40+190.5% | Added |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | +18+128.6% | Added |
| Caitlin John, LLC | 47 | $1.06K | 0.00% | −16−25.4% | Reduced |
| West Financial Advisors, LLC | 50 | $1.12K | 0.00% | +50 | New |
| Sachetta, LLC | 51 | $1.16K | 0.00% | +51 | New |
| Opal Wealth Advisors, LLC | 61 | $1.36K | 0.00% | +61 | New |
| DiNuzzo Private Wealth, Inc. | 68 | $1.52K | 0.00% | +10+17.2% | Added |
| SJS Investment Consulting Inc. | 73 | $1.63K | 0.00% | +2+2.8% | Added |
| Cornerstone Planning Group LLC | 83 | $1.78K | 0.00% | +83 | New |
| TFC Financial Management | 83 | $1.86K | 0.00% | +15+22.1% | Added |
| Lazard Asset Management LLC | 124 | $2.00K | 0.00% | +35+39.3% | Added |
| SOA Wealth Advisors, LLC. | 96 | $2.14K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $2.23K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 113 | $2.53K | 0.00% | +42+59.2% | Added |
| Jones Financial Companies LLLP | 114 | $2.55K | 0.00% | +12+11.8% | Added |
| Activest Wealth Management | 119 | $2.67K | 0.00% | +1+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 125 | $2.79K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 125 | $2.79K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 125 | $2.79K | 0.00% | +25+25.0% | Added |
| Unique Wealth Strategies, LLC | 100 | $2.81K | 0.00% | +100 | New |
| Cromwell Holdings LLC | 126 | $2.85K | 0.00% | +126 | New |
| Bell Investment Advisors, Inc | 135 | $3.02K | 0.00% | −978−87.9% | Reduced |
| M&R Capital Management Inc | 136 | $3.04K | 0.00% | +2+1.5% | Added |
| Versant Capital Management, Inc | 144 | $3.22K | 0.00% | +40+38.5% | Added |
| Bartlett & Co. Wealth Management LLC | 143 | $3.24K | 0.00% | +143 | New |
| Leonteq Securities AG | 146 | $3.26K | 0.00% | +130+812.5% | Added |
| MV Capital Management, Inc. | 179 | $4.00K | 0.00% | −22−10.9% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $4.27K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $4.47K | 0.00% | −1,098−84.6% | Reduced |
| City State Bank | 200 | $4.47K | 0.00% | −300−60.0% | Reduced |
| Gleason Group, Inc. | 203 | $4.54K | 0.00% | +203 | New |
| GHP Investment Advisors, Inc. | 215 | $4.81K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 235 | $5.25K | 0.00% | +66+39.1% | Added |
| Spire Wealth Management | 247 | $5.52K | 0.00% | −1,348−84.5% | Reduced |
| Quarry LP | 252 | $5.63K | 0.00% | +36+16.7% | Added |
| JJJ Advisors Inc. | 259 | $5.79K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 260 | $5.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 262 | $5.86K | 0.00% | −52−16.6% | Reduced |
| Valley National Advisers Inc | 295 | $6.00K | 0.00% | +30+11.3% | Added |
| Fairway Wealth LLC | 269 | $6.01K | 0.00% | +269 | New |
| Key Financial Inc | 291 | $6.50K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 360 | $8.05K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 363 | $8.30K | 0.00% | +7+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 390 | $8.71K | 0.00% | +2+0.5% | Added |
| Main Street Group, LTD | 402 | $8.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 438 | $9.79K | 0.00% | −1,202−73.3% | Reduced |
| Consultiva Wealth Management, Corp. | 443 | $9.90K | 0.09% | +443 | New |
| Zions Bancorporation, N.A. | 449 | $10.0K | 0.00% | −122−21.4% | Reduced |
| Federated Hermes, Inc. | 456 | $10.2K | 0.00% | −227−33.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 473 | $10.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $11.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $11.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 502 | $11.2K | 0.00% | −10−2.0% | Reduced |
| Front Row Advisors LLC | 500 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 531 | $11.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 599 | $13.4K | 0.00% | −849−58.6% | Reduced |
| Umb Bank N A | 600 | $13.4K | 0.00% | −58−8.8% | Reduced |
| Sandy Spring Bank | 600 | $13.4K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 500 | $14.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 626 | $14.1K | 0.00% | +65+11.6% | Added |
| Richardson Capital Management LLC | 650 | $14.5K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 675 | $15.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 696 | $15.6K | 0.00% | +100+16.8% | Added |
| Baldwin Brothers Inc | 817 | $18.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 846 | $18.9K | 0.00% | +710+522.1% | Added |
| Innealta Capital, LLC | 963 | $21.5K | 0.01% | +963 | New |
| Tobam | 1,006 | $22.0K | 0.00% | −159−13.6% | Reduced |
| Peoples Bank | 1,000 | $22.3K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,000 | $22.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,113 | $24.9K | 0.00% | +56+5.3% | Added |
| Huntington National Bank | 1,117 | $25.0K | 0.00% | −1,170−51.2% | Reduced |
| Bank of New Hampshire | 1,120 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 920 | $25.9K | 0.00% | +541+142.7% | Added |
| TD Private Client Wealth LLC | 1,160 | $25.9K | 0.00% | +105+10.0% | Added |
| Washington Trust Co | 1,200 | $26.8K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,225 | $27.4K | 0.00% | +1,225 | New |
| Deseret Mutual Benefit Administrators | 1,237 | $27.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,249 | $27.9K | 0.00% | +1,249 | New |