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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.

Institutional holdersQ2 2024: 581 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 heldQ2 2024: $5.73B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q1 2024.

Institutions holding BEN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Exchange Traded Concepts, LLC1,264$28.3K0.00%+80+6.8%Added
Principal Securities, Inc.1,313$29.3K0.00%+367+38.8%Added
Sentry Investment Management LLC1,342$30.0K0.01%+1,342New
Investors Research Corp1,400$31.3K0.01%00.0%Unchanged
Private Ocean, LLC1,419$31.7K0.00%+14+1.0%Added
Pension & Wealth Management Advisors, Inc.1,450$32.4K0.02%00.0%Unchanged
Parkside Financial Bank & Trust1,453$32.5K0.01%+427+41.6%Added
Jamison Private Wealth Management, Inc.1,480$33.1K0.01%−183−11.0%Reduced
Trust Co of Vermont1,500$33.5K0.00%00.0%Unchanged
Westpac Banking Corp1,693$37.8K0.00%00.0%Unchanged
Montag A & Associates Inc1,700$38.5K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.2,000$44.7K0.02%00.0%Unchanged
Tompkins Financial Corp2,000$44.7K0.00%00.0%Unchanged
Anchor Investment Management, LLC2,000$44.7K0.00%00.0%Unchanged
Lindbrook Capital, LLC2,039$45.6K0.00%+919+82.1%Added
Harbour Investments, Inc.2,087$46.7K0.00%−187−8.2%Reduced
Hexagon Capital Partners LLC2,494$55.7K0.01%−149−5.6%Reduced
Quadrant Capital Group LLC2,747$61.4K0.00%−1,059−27.8%Reduced
Gradient Investments LLC2,854$63.8K0.00%+2,819+8,054.3%Added
Signaturefd, LLC2,891$64.6K0.00%−1,251−30.2%Reduced
Caldwell Trust Co3,009$67.3K0.01%00.0%Unchanged
Flputnam Investment Management Co3,050$68.2K0.00%+3,050New
Private Trust Co NA3,284$73.4K0.01%+1,871+132.4%Added
Richardson Financial Services Inc.3,600$80.5K0.06%−420−10.4%Reduced
Creative Financial Designs Inc3,696$82.6K0.01%+1,579+74.6%Added
Van Eck Associates Corp3,811$85.0K0.00%−372−8.9%Reduced
International Assets Investment Management, LLC3,917$87.6K0.01%+3,917New
Walleye Trading LLC4,106$91.8K0.00%−1,299−24.0%Reduced
South Dakota Investment Council4,242$95.0K0.00%00.0%Unchanged
Covestor Ltd4,669$104.0K0.07%+677+17.0%Added
Horizon Investments, LLC4,871$108.9K0.00%+48+1.0%Added
Rothschild Investment LLC4,980$111.3K0.01%−5,350−51.8%Reduced
Parallel Advisors, LLC5,470$122.3K0.00%−117−2.1%Reduced
Capital Analysts, LLC5,678$127.0K0.01%+3,210+130.1%Added
Continuum Advisory, LLC5,757$128.7K0.02%+205+3.7%Added
Global Retirement Partners, LLC6,201$138.6K0.00%+4,339+233.0%Added
Geneos Wealth Management Inc.6,322$141.3K0.01%+390+6.6%Added
Vestcor Inc6,907$154.0K0.01%00.0%Unchanged
Allworth Financial LP6,652$156.3K0.00%−218−3.2%Reduced
BI Asset Management Fondsmaeglerselskab A/S7,243$162.0K0.00%−29,578−80.3%Reduced
GAMMA Investing LLC7,712$172.4K0.02%+4,102+113.6%Added
Indiana Trust & Investment Management CO8,119$181.5K0.07%00.0%Unchanged
Bessemer Group Inc8,216$184.0K0.00%+34+0.4%Added
Whittier Trust Co of Nevada Inc8,300$185.4K0.01%+1,000+13.7%Added
Ostrum Asset Management8,387$187.4K0.02%−653−7.2%Reduced
ORG Partners LLC8,889$196.8K0.02%+8,361+1,583.5%Added
Lynx Investment Advisory8,858$198.0K0.15%+8,858New
Penserra Capital Management LLC8,975$201.0K0.00%+2,767+44.6%Added
Wesbanco Bank Inc9,032$201.9K0.01%00.0%Unchanged
First Citizens Bank & Trust Co9,050$202.3K0.00%00.0%Unchanged
Ritholtz Wealth Management9,438$210.9K0.01%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC9,543$213.3K0.01%+20+0.2%Added
Empirical Finance, LLC9,590$214.3K0.01%−574−5.6%Reduced
Cornerstone Wealth Management, LLC9,612$214.8K0.02%−400−4.0%Reduced
Hardy Reed LLC9,620$215.0K0.02%+9,620New
Verus Capital Partners, LLC9,653$215.7K0.02%+9,653New
HBK Sorce Advisory LLC9,649$215.7K0.01%+129+1.4%Added
Kentucky Retirement Systems Insurance Trust Fund9,672$216.2K0.01%−233−2.4%Reduced
Concurrent Investment Advisors, LLC9,710$217.0K0.01%+9,710New
Boston Private Wealth LLC9,713$217.1K0.01%−1,081−10.0%Reduced
NEOS Investment Management LLC9,728$217.4K0.01%+9,728New
Captrust Financial Advisors9,968$222.8K0.00%+9,968New
Keybank National Association10,076$225.2K0.00%−3,516−25.9%Reduced
AIA Group Ltd10,222$228.5K0.01%+10,222New
Sowell Financial Services LLC10,094$229.0K0.01%+65+0.6%Added
Machina Capital S.A.S.10,411$232.7K0.10%+10,411New
Private Advisor Group, LLC10,559$236.0K0.00%+1,532+17.0%Added
Norinchukin Bank, The10,649$238.0K0.01%+65+0.6%Added
Farther Finance Advisors, LLC10,924$241.8K0.01%+1,970+22.0%Added
United Community Bank10,900$243.6K0.10%+4,654+74.5%Added
Angeles Wealth Management, LLC10,923$244.1K0.02%+31+0.3%Added
Vident Advisory, LLC10,942$244.6K0.01%−1,209−9.9%Reduced
M&T Bank Corp10,989$245.6K0.00%+1,361+14.1%Added
Boston Trust Walden Corp11,000$245.8K0.00%00.0%Unchanged
PFG Investments, LLC11,058$247.1K0.02%+874+8.6%Added
Csenge Advisory Group11,107$248.2K0.01%−671−5.7%Reduced
Aviva PLC11,142$249.0K0.00%−17,171−60.6%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC11,191$250.1K0.07%00.0%Unchanged
Stratos Wealth Partners, LTD.11,407$255.0K0.00%+165+1.5%Added
EntryPoint Capital, LLC11,504$257.1K0.12%+8,448+276.4%Added
Savvy Advisors, Inc.11,574$258.7K0.08%+1,451+14.3%Added
Kayne Anderson Rudnick Investment Management LLC11,615$259.6K0.00%00.0%Unchanged
Stephens Inc11,673$260.9K0.00%−369−3.1%Reduced
Paragon Capital Management Ltd11,704$261.6K0.05%+11,704New
Summit Trail Advisors, LLC11,586$262.3K0.01%+1,256+12.2%Added
Moloney Securities Asset Management, LLC11,746$262.5K0.04%+1,075+10.1%Added
Blueshift Asset Management, LLC11,753$262.7K0.09%+1,866+18.9%Added
Capstone Investment Advisors, LLC11,978$267.7K0.01%−1,451−10.8%Reduced
Envestnet Portfolio Solutions, Inc.11,980$267.8K0.00%+1,143+10.5%Added
Tokio Marine Asset Management Co Ltd12,067$269.7K0.01%00.0%Unchanged
Guinness Asset Management LTD12,389$276.9K0.01%−1,041−7.8%Reduced
MML Investors Services, LLC12,391$277.0K0.00%−1,841−12.9%Reduced
Evergreen Capital Management LLC12,355$278.7K0.01%+4,761+62.7%Added
Thrivent Financial for Lutherans12,634$282.0K0.00%−163−1.3%Reduced
Revisor Wealth Management LLC12,675$283.3K0.20%−7,761−38.0%Reduced
Rakuten Investment Management, Inc.12,627$284.5K0.00%+4,580+56.9%Added
Journey Advisory Group, LLC12,744$284.8K0.03%+12,744New
SageView Advisory Group, LLC12,870$287.6K0.01%+12,870New
V-Square Quantitative Management LLC12,902$288.4K0.05%+2,388+22.7%Added
International Private Wealth Advisors LLC13,135$293.6K0.49%+1,887+16.8%Added