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, Q3 2024
Institutional positions in Franklin Templeton Inc as of Sep 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
- 558
- −18 vs. Q2 2024
- Shares held
- 266.3M
- +42.6M (+19.0%) vs. Q2 2024
- Total value
- $5.37B
- +$366.6M (+7.3%) vs. Q2 2024
- New holders
- 77
- 238 more added
- Sold out
- 95
- 166 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 49 | $0 | 0.00% | −3−5.8% | Reduced |
| Y.D. More Investments Ltd | 168 | $9 | 0.00% | +9+5.7% | Added |
| Quest Partners LLC | 1 | $20 | 0.00% | −62,318−100.0% | Reduced |
| WestEnd Advisors, LLC | 6 | $121 | 0.00% | +1+20.0% | Added |
| HM Payson & Co | 8 | $162 | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 10 | $201 | 0.00% | −33−76.7% | Reduced |
| Abound Wealth Management | 12 | $245 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $302 | 0.00% | +13+650.0% | Added |
| SWAN Capital LLC | 20 | $403 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $463 | 0.00% | +23 | New |
| Claris Advisors, LLC | 24 | $484 | 0.00% | +24 | New |
| CVA Family Office, LLC | 25 | $504 | 0.00% | −413−94.3% | Reduced |
| Dunhill Financial, LLC | 26 | $525 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $625 | 0.00% | −52−62.7% | Reduced |
| WR Wealth Planners, LLC | 34 | $685 | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 37 | $746 | 0.00% | −36−49.3% | Reduced |
| Raffa Wealth Management, LLC | 43 | $866 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 41 | $885 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $998 | 0.00% | +48 | New |
| GW&K Investment Management, LLC | 40 | $1.00K | 0.00% | −21−34.4% | Reduced |
| West Financial Advisors, LLC | 51 | $1.02K | 0.00% | +1+2.0% | Added |
| Caitlin John, LLC | 48 | $1.03K | 0.00% | +1+2.1% | Added |
| DiNuzzo Private Wealth, Inc. | 55 | $1.11K | 0.00% | −13−19.1% | Reduced |
| MCF Advisors LLC | 66 | $1.33K | 0.00% | +56+560.0% | Added |
| Bell Investment Advisors, Inc | 69 | $1.39K | 0.00% | −66−48.9% | Reduced |
| Heritage Wealth Advisors | 79 | $1.59K | 0.00% | +79 | New |
| SOA Wealth Advisors, LLC. | 96 | $1.93K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 122 | $2.00K | 0.00% | +122 | New |
| Hallmark Capital Management Inc | 100 | $2.02K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 100 | $2.02K | 0.00% | +100 | New |
| Raleigh Capital Management Inc. | 104 | $2.10K | 0.00% | −21−16.8% | Reduced |
| MV Capital Management, Inc. | 107 | $2.16K | 0.00% | −72−40.2% | Reduced |
| Peterson Financial Group, Inc. | 120 | $2.42K | 0.01% | +120 | New |
| Activest Wealth Management | 121 | $2.43K | 0.00% | +2+1.7% | Added |
| Ancora Advisors, LLC | 125 | $2.52K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 145 | $2.92K | 0.00% | +20+16.0% | Added |
| Farmers & Merchants Investments Inc | 191 | $3.85K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $4.03K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.03K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $4.03K | 0.00% | +200 | New |
| GHP Investment Advisors, Inc. | 215 | $4.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 226 | $4.55K | 0.00% | +204+927.3% | Added |
| Versant Capital Management, Inc | 238 | $4.80K | 0.00% | +94+65.3% | Added |
| Bank of New Hampshire | 250 | $5.04K | 0.00% | −870−77.7% | Reduced |
| Spire Wealth Management | 254 | $5.12K | 0.00% | +7+2.8% | Added |
| Capital Performance Advisors LLP | 257 | $5.18K | 0.00% | +257 | New |
| Zions Bancorporation, N.A. | 270 | $5.44K | 0.00% | −179−39.9% | Reduced |
| JFS Wealth Advisors, LLC | 277 | $5.58K | 0.00% | +15+5.7% | Added |
| GeoWealth Management, LLC | 280 | $5.64K | 0.00% | +280 | New |
| Key Financial Inc | 291 | $5.86K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 294 | $5.92K | 0.00% | +294 | New |
| Principal Securities, Inc. | 296 | $5.96K | 0.00% | −1,017−77.5% | Reduced |
| Alpine Bank Wealth Management | 300 | $6.04K | 0.00% | +300 | New |
| Bruce G. Allen Investments, LLC | 353 | $7.11K | 0.01% | −7−1.9% | Reduced |
| Federated Hermes, Inc. | 357 | $7.19K | 0.00% | −99−21.7% | Reduced |
| Manchester Capital Management LLC | 392 | $7.90K | 0.00% | −454−53.7% | Reduced |
| Main Street Group, LTD | 402 | $8.10K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 449 | $9.04K | 0.07% | +6+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $9.45K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $10.1K | 0.00% | +500 | New |
| CoreCap Advisors, LLC | 501 | $10.1K | 0.00% | +501 | New |
| Front Row Advisors LLC | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| Motco | 513 | $10.3K | 0.00% | +513 | New |
| TD Private Client Wealth LLC | 516 | $10.4K | 0.00% | −644−55.5% | Reduced |
| Addison Advisors LLC | 521 | $10.5K | 0.00% | +521 | New |
| EverSource Wealth Advisors, LLC | 531 | $10.7K | 0.00% | +168+46.3% | Added |
| Sandy Spring Bank | 600 | $12.1K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 567 | $12.2K | 0.01% | +567 | New |
| Legacy Wealth Managment, LLC | 567 | $12.2K | 0.01% | +567 | New |
| Aspect Partners, LLC | 630 | $12.7K | 0.01% | +157+33.2% | Added |
| Bokf, NA | 651 | $12.7K | 0.00% | +651 | New |
| Global Trust Asset Management, LLC | 675 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 750 | $15.1K | 0.01% | −700−48.3% | Reduced |
| Baldwin Brothers Inc | 817 | $16.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 829 | $16.7K | 0.00% | +298+56.1% | Added |
| Fortitude Family Office, LLC | 850 | $17.1K | 0.01% | +850 | New |
| Massmutual Trust Co FSB | 876 | $17.7K | 0.00% | −237−21.3% | Reduced |
| Parkside Financial Bank & Trust | 898 | $18.1K | 0.00% | −555−38.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 986 | $19.9K | 0.00% | −494−33.4% | Reduced |
| Peoples Bank | 1,000 | $20.1K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,025 | $20.7K | 0.00% | −200−16.3% | Reduced |
| Huntington National Bank | 1,156 | $23.3K | 0.00% | +39+3.5% | Added |
| Smartleaf Asset Management LLC | 1,136 | $23.6K | 0.00% | +510+81.5% | Added |
| Washington Trust Co | 1,200 | $24.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,237 | $24.9K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,250 | $25.0K | 0.01% | +1,250 | New |
| McMahon Financial Advisors, LLC | 1,267 | $25.5K | 0.01% | +1,267 | New |
| Coppell Advisory Solutions LLC | 1,283 | $26.7K | 0.00% | +34+2.7% | Added |
| Lindbrook Capital, LLC | 1,338 | $27.0K | 0.00% | −701−34.4% | Reduced |
| Sentry Investment Management LLC | 1,342 | $27.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 1,400 | $28.2K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 1,438 | $29.0K | 0.01% | +1,438 | New |
| Trust Co of Vermont | 1,508 | $30.4K | 0.00% | +8+0.5% | Added |
| Westpac Banking Corp | 1,693 | $34.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,690 | $34.6K | 0.00% | −16,472−90.7% | Reduced |