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 |
|---|---|---|---|---|---|
| Umb Bank N A | 600 | $13.4K | 0.00% | −58−8.8% | Reduced |
| Sandy Spring Bank | 600 | $13.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 599 | $13.4K | 0.00% | −849−58.6% | Reduced |
| Harbor Investment Advisory, LLC | 531 | $11.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $11.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 502 | $11.2K | 0.00% | −10−2.0% | Reduced |
| Whittier Trust Co | 500 | $11.2K | 0.00% | 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 |
| Aspect Partners, LLC | 473 | $10.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $10.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 456 | $10.2K | 0.00% | −227−33.2% | Reduced |
| Zions Bancorporation, N.A. | 449 | $10.0K | 0.00% | −122−21.4% | Reduced |
| Consultiva Wealth Management, Corp. | 443 | $9.90K | 0.09% | +443 | New |
| CVA Family Office, LLC | 438 | $9.79K | 0.00% | −1,202−73.3% | Reduced |
| Main Street Group, LTD | 402 | $8.90K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 390 | $8.71K | 0.00% | +2+0.5% | Added |
| EverSource Wealth Advisors, LLC | 363 | $8.30K | 0.00% | +7+2.0% | Added |
| Bruce G. Allen Investments, LLC | 360 | $8.05K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $6.50K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 269 | $6.01K | 0.00% | +269 | New |
| Valley National Advisers Inc | 295 | $6.00K | 0.00% | +30+11.3% | Added |
| JFS Wealth Advisors, LLC | 262 | $5.86K | 0.00% | −52−16.6% | Reduced |
| Pingora Partners LLC | 260 | $5.81K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 259 | $5.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 252 | $5.63K | 0.00% | +36+16.7% | Added |
| Spire Wealth Management | 247 | $5.52K | 0.00% | −1,348−84.5% | Reduced |
| Venturi Wealth Management, LLC | 235 | $5.25K | 0.00% | +66+39.1% | Added |
| GHP Investment Advisors, Inc. | 215 | $4.81K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 203 | $4.54K | 0.00% | +203 | New |
| 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 |
| Farmers & Merchants Investments Inc | 191 | $4.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 179 | $4.00K | 0.00% | −22−10.9% | Reduced |
| Leonteq Securities AG | 146 | $3.26K | 0.00% | +130+812.5% | Added |
| Bartlett & Co. Wealth Management LLC | 143 | $3.24K | 0.00% | +143 | New |
| Versant Capital Management, Inc | 144 | $3.22K | 0.00% | +40+38.5% | Added |
| M&R Capital Management Inc | 136 | $3.04K | 0.00% | +2+1.5% | Added |
| Bell Investment Advisors, Inc | 135 | $3.02K | 0.00% | −978−87.9% | Reduced |
| Cromwell Holdings LLC | 126 | $2.85K | 0.00% | +126 | New |
| Unique Wealth Strategies, LLC | 100 | $2.81K | 0.00% | +100 | New |
| 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 |
| Activest Wealth Management | 119 | $2.67K | 0.00% | +1+0.8% | Added |
| Jones Financial Companies LLLP | 114 | $2.55K | 0.00% | +12+11.8% | Added |
| Private Wealth Management Group, LLC | 113 | $2.53K | 0.00% | +42+59.2% | Added |
| McIlrath & Eck, LLC | 100 | $2.23K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $2.23K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 96 | $2.14K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 124 | $2.00K | 0.00% | +35+39.3% | Added |
| TFC Financial Management | 83 | $1.86K | 0.00% | +15+22.1% | Added |
| Cornerstone Planning Group LLC | 83 | $1.78K | 0.00% | +83 | New |
| SJS Investment Consulting Inc. | 73 | $1.63K | 0.00% | +2+2.8% | Added |
| DiNuzzo Private Wealth, Inc. | 68 | $1.52K | 0.00% | +10+17.2% | Added |
| Opal Wealth Advisors, LLC | 61 | $1.36K | 0.00% | +61 | New |
| Sachetta, LLC | 51 | $1.16K | 0.00% | +51 | New |
| West Financial Advisors, LLC | 50 | $1.12K | 0.00% | +50 | New |
| Caitlin John, LLC | 47 | $1.06K | 0.00% | −16−25.4% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 43 | $961 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $961 | 0.00% | +43 | New |
| LRI Investments, LLC | 41 | $916 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 30 | $671 | 0.00% | +30 | New |
| Dunhill Financial, LLC | 26 | $572 | 0.00% | +1+4.0% | Added |
| AdvisorNet Financial, Inc | 22 | $492 | 0.00% | +7+46.7% | Added |
| NVWM, LLC | 20 | $453 | 0.00% | +15+300.0% | Added |
| Wolff Wiese Magana LLC | 20 | $447 | 0.00% | +20 | New |
| SWAN Capital LLC | 20 | $447 | 0.00% | +20 | New |
| Redwood Wealth Management Group, LLC | 15 | $335 | 0.00% | +15 | New |
| Abound Wealth Management | 12 | $272 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $227 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $224 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $179 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $112 | 0.00% | +4+400.0% | Added |
| Rakuten Securities, Inc. | 2 | $45 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 159 | $9 | 0.00% | +159 | New |
| Strategic Financial Concepts, LLC | 11,319 | – | – | +11,319 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −1,598,573−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,440,709−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −220,472−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −175,119−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −164,737−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −104,157−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −101,365−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −97,509−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −88,364−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −78,486−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −68,766−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −63,598−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −61,747−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −56,579−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −55,433−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −52,038−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −51,514−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −48,721−100.0% | Sold out |