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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
Whitener Capital Management, Inc.22,149$495.0K0.15%+820+3.8%Added
US Bancorp22,062$493.1K0.00%−20−0.1%Reduced
Maryland State Retirement & Pension System22,030$492.4K0.01%00.0%Unchanged
Folger Nolan Fleming Douglas Capital Management, Inc21,945$490.5K0.05%00.0%Unchanged
Natixis Advisors, L.P.21,527$481.0K0.00%−13,271−38.1%Reduced
Kestra Advisory Services, LLC21,447$479.3K0.00%+12,073+128.8%Added
MBB Public Markets I LLC21,300$476.1K0.01%+21,300New
Avantax Advisory Services, Inc.21,265$475.3K0.00%+21,265New
nVerses Capital, LLC21,200$473.8K0.28%+21,200New
Crossmark Global Holdings, Inc.21,024$470.0K0.01%−426−2.0%Reduced
O'Shaughnessy Asset Management, LLC20,762$464.0K0.00%+2,643+14.6%Added
CWM, LLC20,780$464.0K0.00%+11,128+115.3%Added
Scientech Research LLC20,750$463.8K0.10%+20,750New
Synovus Financial Corp20,748$463.7K0.01%+10,056+94.1%Added
Northwestern Mutual Wealth Management Co20,591$460.2K0.00%+6,557+46.7%Added
Clifford Swan Investment Counsel LLC20,506$458.3K0.02%00.0%Unchanged
Pacer Advisors, Inc.20,478$457.7K0.00%+899+4.6%Added
My Legacy Advisors, LLC20,432$456.7K0.15%+754+3.8%Added
Verition Fund Management LLC20,261$452.8K0.00%−37,060−64.7%Reduced
Associated Banc-Corp20,247$452.5K0.01%−241−1.2%Reduced
Ossiam20,204$451.6K0.01%+4,475+28.5%Added
Rockland Trust Co20,045$448.0K0.02%00.0%Unchanged
Silvercrest Asset Management Group LLC19,883$444.4K0.00%00.0%Unchanged
Herold Advisors, Inc.19,850$443.6K0.10%00.0%Unchanged
Creative Planning19,841$443.4K0.00%+1,131+6.0%Added
Metis Global Partners, LLC19,452$434.8K0.01%−86−0.4%Reduced
Nomura Holdings Inc19,417$434.0K0.00%+19,417New
Foster & Motley Inc19,323$432.0K0.03%−2,215−10.3%Reduced
Hartford Investment Management Co19,044$425.6K0.01%−325−1.7%Reduced
Gsa Capital Partners LLP18,986$424.0K0.03%+18,986New
SkyView Investment Advisors, LLC18,876$422.0K0.08%+2,062+12.3%Added
First National Trust Co18,880$422.0K0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC19,036$421.4K0.00%+168+0.9%Added
Capital Investment Counsel, Inc18,769$419.5K0.06%+1,850+10.9%Added
Gen-Wealth Partners Inc18,761$419.3K0.20%+2,753+17.2%Added
AlphaCore Capital LLC18,438$417.8K0.10%+18,438New
Neo Ivy Capital Management18,616$416.0K0.08%+18,616New
Brown Brothers Harriman & Co18,445$412.2K0.00%+6,650+56.4%Added
Proequities, Inc.18,162$411.6K0.03%+1,541+9.3%Added
Storebrand Asset Management AS18,251$407.9K0.00%−7,370−28.8%Reduced
Freestone Capital Holdings, LLC18,124$405.1K0.01%−302−1.6%Reduced
Williams Jones Wealth Management, LLC.18,025$402.9K0.00%00.0%Unchanged
Wealth Alliance Advisory Group, LLC17,859$399.1K0.09%−820−4.4%Reduced
Boyar Asset Management Inc.17,857$399.1K0.27%−12,359−40.9%Reduced
Resources Investment Advisors, LLC.17,667$394.9K0.00%+2,702+18.1%Added
Pallas Capital Advisors LLC16,450$388.2K0.02%+16,450New
Wellington Management Group LLP17,331$387.3K0.00%+810+4.9%Added
Securian Asset Management, Inc17,242$385.4K0.01%−435−2.5%Reduced
B. Metzler seel. Sohn & Co. AG17,145$383.2K0.00%00.0%Unchanged
Louisiana State Employees Retirement System17,000$379.9K0.01%−500−2.9%Reduced
Grassi Investment Management16,835$376.0K0.03%00.0%Unchanged
Global X Japan Co., Ltd.16,750$374.4K0.05%+1,369+8.9%Added
GWM Advisors LLC16,717$373.6K0.00%−519−3.0%Reduced
Natixis16,714$373.6K0.00%+16,714New
Cooper Financial Group16,644$372.0K0.05%+1,773+11.9%Added
Schroder Investment Management Group16,492$368.6K0.00%+8,663+110.7%Added
Oxford Asset Management LLP16,259$363.4K0.36%+16,259New
MQS Management LLC16,257$363.3K0.22%+16,257New
Numerai GP LLC16,178$361.6K0.13%+16,178New
Abel Hall, LLC16,128$360.5K0.25%+4,936+44.1%Added
Financial Advocates Investment Management16,050$358.7K0.02%−697−4.2%Reduced
North Star Asset Management Inc15,620$349.1K0.02%−2,893−15.6%Reduced
Corton Capital Inc.15,568$347.9K0.18%+15,568New
IFP Advisors, Inc15,536$347.3K0.01%+1,913+14.0%Added
LGT Group Foundation15,250$340.8K0.01%+6,990+84.6%Added
Cullen Investment Group, Ltd.15,086$337.2K0.05%−4,199−21.8%Reduced
CI Private Wealth, LLC14,904$333.1K0.00%−556−3.6%Reduced
Centennial Wealth Advisory LLC14,632$327.0K0.14%+2,826+23.9%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main14,527$324.7K0.00%+14,527New
E. Ohman J:or Asset Management AB14,500$324.1K0.01%00.0%Unchanged
Burke & Herbert Bank & Trust Co14,360$320.9K0.08%+14,360New
Ieq Capital, LLC14,346$320.6K0.00%−252−1.7%Reduced
New Mexico Educational Retirement Board14,173$317.0K0.01%00.0%Unchanged
SEI Investments Co14,098$315.1K0.00%+2,340+19.9%Added
Los Angeles Capital Management LLC13,884$310.3K0.00%−855,100−98.4%Reduced
Allspring Global Investments Holdings, LLC13,806$308.6K0.00%−45,810−76.8%Reduced
M&G Plc13,907$306.0K0.00%+13,907New
Fifth Third Bancorp13,587$303.7K0.00%+1,258+10.2%Added
Joule Financial, LLC13,070$296.2K0.12%+1,988+17.9%Added
Verity Asset Management, Inc.13,240$295.9K0.12%+111+0.8%Added
International Private Wealth Advisors LLC13,135$293.6K0.49%+1,887+16.8%Added
V-Square Quantitative Management LLC12,902$288.4K0.05%+2,388+22.7%Added
SageView Advisory Group, LLC12,870$287.6K0.01%+12,870New
Journey Advisory Group, LLC12,744$284.8K0.03%+12,744New
Rakuten Investment Management, Inc.12,627$284.5K0.00%+4,580+56.9%Added
Revisor Wealth Management LLC12,675$283.3K0.20%−7,761−38.0%Reduced
Thrivent Financial for Lutherans12,634$282.0K0.00%−163−1.3%Reduced
Evergreen Capital Management LLC12,355$278.7K0.01%+4,761+62.7%Added
MML Investors Services, LLC12,391$277.0K0.00%−1,841−12.9%Reduced
Guinness Asset Management LTD12,389$276.9K0.01%−1,041−7.8%Reduced
Tokio Marine Asset Management Co Ltd12,067$269.7K0.01%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.11,980$267.8K0.00%+1,143+10.5%Added
Capstone Investment Advisors, LLC11,978$267.7K0.01%−1,451−10.8%Reduced
Blueshift Asset Management, LLC11,753$262.7K0.09%+1,866+18.9%Added
Moloney Securities Asset Management, LLC11,746$262.5K0.04%+1,075+10.1%Added
Summit Trail Advisors, LLC11,586$262.3K0.01%+1,256+12.2%Added
Paragon Capital Management Ltd11,704$261.6K0.05%+11,704New
Stephens Inc11,673$260.9K0.00%−369−3.1%Reduced
Kayne Anderson Rudnick Investment Management LLC11,615$259.6K0.00%00.0%Unchanged
Savvy Advisors, Inc.11,574$258.7K0.08%+1,451+14.3%Added