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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1,779 | $35.9K | 0.00% | +1,277+254.4% | Added |
| Jones Financial Companies LLLP | 1,790 | $37.2K | 0.00% | +1,676+1,470.2% | Added |
| Skopos Labs, Inc. | 1,947 | $39.2K | 0.01% | +1,947 | New |
| Caldwell Sutter Capital, Inc. | 2,000 | $40.3K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $40.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,050 | $41.3K | 0.01% | +2,050 | New |
| GWM Advisors LLC | 2,063 | $41.6K | 0.00% | −14,654−87.7% | Reduced |
| Signaturefd, LLC | 2,177 | $43.9K | 0.00% | −714−24.7% | Reduced |
| Harbour Investments, Inc. | 2,193 | $44.2K | 0.00% | +106+5.1% | Added |
| Ronald Blue Trust, Inc. | 2,068 | $46.2K | 0.00% | +1,148+124.8% | Added |
| Assetmark, Inc | 2,298 | $46.3K | 0.00% | +2,298 | New |
| Planned Solutions, Inc. | 2,524 | $50.9K | 0.02% | +2,524 | New |
| Anchor Investment Management, LLC | 2,604 | $52.5K | 0.00% | +604+30.2% | Added |
| Flputnam Investment Management Co | 422 | $52.5K | 0.00% | −2,628−86.2% | Reduced |
| True Wealth Design, LLC | 2,636 | $53.1K | 0.02% | +2,636 | New |
| Hexagon Capital Partners LLC | 2,891 | $58.3K | 0.01% | +397+15.9% | Added |
| Umb Bank N A | 2,926 | $59.0K | 0.00% | +2,326+387.7% | Added |
| Caldwell Trust Co | 3,009 | $60.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,201 | $64.5K | 0.00% | +454+16.5% | Added |
| ORG Partners LLC | 3,411 | $68.7K | 0.01% | −5,478−61.6% | Reduced |
| Allworth Financial LP | 3,452 | $69.6K | 0.00% | −3,200−48.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,619 | $72.9K | 0.02% | +3,619 | New |
| Steward Partners Investment Advisory, LLC | 3,745 | $75.5K | 0.00% | +3,049+438.1% | Added |
| Creative Financial Designs Inc | 3,952 | $79.6K | 0.01% | +256+6.9% | Added |
| Richardson Financial Services Inc. | 3,600 | $80.5K | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,074 | $82.0K | 0.00% | +3,950+3,185.5% | Added |
| Horizon Investments, LLC | 4,185 | $84.3K | 0.00% | −686−14.1% | Reduced |
| South Dakota Investment Council | 4,242 | $85.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,453 | $89.7K | 0.01% | +1,169+35.6% | Added |
| Global Retirement Partners, LLC | 4,554 | $91.8K | 0.00% | −1,647−26.6% | Reduced |
| Catalyst Capital Advisors LLC | 4,994 | $100.6K | 0.00% | +4,994 | New |
| Torno Capital, LLC | 5,000 | $100.8K | 0.13% | +5,000 | New |
| Exchange Traded Concepts, LLC | 5,074 | $102.2K | 0.00% | +3,810+301.4% | Added |
| Parallel Advisors, LLC | 5,132 | $103.4K | 0.00% | −338−6.2% | Reduced |
| Continuum Advisory, LLC | 4,885 | $105.4K | 0.01% | −872−15.1% | Reduced |
| Rothschild Investment LLC | 5,490 | $110.6K | 0.01% | +510+10.2% | Added |
| Bryn Mawr Trust Co | 5,838 | $117.6K | 0.00% | +5,838 | New |
| Geneos Wealth Management Inc. | 5,912 | $119.1K | 0.00% | −410−6.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,018 | $121.3K | 0.00% | +6,018 | New |
| Capital Analysts, LLC | 6,264 | $126.0K | 0.01% | +586+10.3% | Added |
| ORG Wealth Partners, LLC | 6,300 | $126.9K | 0.04% | +6,300 | New |
| GAMMA Investing LLC | 6,834 | $137.7K | 0.01% | −878−11.4% | Reduced |
| Vestcor Inc | 6,907 | $139.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,280 | $146.7K | 0.03% | −40,635−84.8% | Reduced |
| Covestor Ltd | 7,415 | $150.0K | 0.09% | +2,746+58.8% | Added |
| Indiana Trust & Investment Management CO | 8,119 | $163.6K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,279 | $166.0K | 0.00% | +63+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 8,300 | $167.2K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,491 | $171.1K | 0.01% | +104+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,780 | $197.1K | 0.00% | +237+2.5% | Added |
| Paragon Capital Management Ltd | 10,014 | $201.8K | 0.04% | −1,690−14.4% | Reduced |
| AlphaCore Capital LLC | 9,902 | $202.6K | 0.05% | −8,536−46.3% | Reduced |
| Evergreen Capital Management LLC | 10,151 | $206.6K | 0.01% | −2,204−17.8% | Reduced |
| Stratos Wealth Partners, LTD. | 10,385 | $209.3K | 0.00% | −1,022−9.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 10,500 | $211.6K | 0.04% | +10,500 | New |
| Angeles Wealth Management, LLC | 10,514 | $211.9K | 0.02% | −409−3.7% | Reduced |
| PFG Investments, LLC | 10,597 | $213.5K | 0.01% | −461−4.2% | Reduced |
| Summit Trail Advisors, LLC | 10,490 | $214.7K | 0.01% | −1,096−9.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,786 | $217.3K | 0.02% | −65,638−85.9% | Reduced |
| Capital Investment Advisory Services, LLC | 10,840 | $218.4K | 0.02% | +10,840 | New |
| Sterling Capital Management LLC | 10,864 | $218.9K | 0.00% | +10,864 | New |
| United Community Bank | 10,900 | $219.6K | 0.09% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 10,912 | $219.9K | 0.16% | +10,912 | New |
| Boston Trust Walden Corp | 11,000 | $221.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,019 | $222.0K | 0.01% | +95+0.9% | Added |
| Burke & Herbert Bank & Trust Co | 11,050 | $222.7K | 0.05% | −3,310−23.1% | Reduced |
| Aviva PLC | 11,114 | $223.9K | 0.00% | −28−0.3% | Reduced |
| Guinness Asset Management LTD | 11,120 | $224.1K | 0.00% | −1,269−10.2% | Reduced |
| Moody National Bank Trust Division | 11,173 | $225.1K | 0.02% | +11,173 | New |
| Mackenzie Financial Corp | 11,184 | $225.4K | 0.00% | −24,524−68.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,191 | $225.5K | 0.06% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,369 | $229.1K | 0.00% | −24,396−68.2% | Reduced |
| Colony Group, LLC | 11,495 | $231.6K | 0.00% | +11,495 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $234.0K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 11,629 | $234.3K | 0.05% | +55+0.5% | Added |
| Cornerstone Wealth Management, LLC | 11,650 | $234.7K | 0.02% | +2,038+21.2% | Added |
| Wolverine Trading, LLC | 11,443 | $237.9K | 0.01% | +11,443 | New |
| Corton Capital Inc. | 11,929 | $240.4K | 0.12% | −3,639−23.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,067 | $243.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,125 | $244.3K | 0.00% | −8,466−41.1% | Reduced |
| NEOS Investment Management LLC | 12,164 | $245.1K | 0.01% | +2,436+25.0% | Added |
| AIA Group Ltd | 12,282 | $247.5K | 0.01% | +2,060+20.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,453 | $250.9K | 0.00% | +473+3.9% | Added |
| Thrivent Financial for Lutherans | 12,643 | $255.0K | 0.00% | +9+0.1% | Added |
| Norinchukin Bank, The | 12,741 | $256.7K | 0.01% | +2,092+19.6% | Added |
| International Private Wealth Advisors LLC | 12,872 | $259.4K | 0.38% | −263−2.0% | Reduced |
| Capstone Investment Advisors, LLC | 13,026 | $262.5K | 0.01% | +1,048+8.7% | Added |
| MBB Public Markets I LLC | 13,410 | $270.2K | 0.02% | −7,890−37.0% | Reduced |
| MML Investors Services, LLC | 13,457 | $271.0K | 0.00% | +1,066+8.6% | Added |
| Moloney Securities Asset Management, LLC | 13,584 | $273.7K | 0.04% | +1,838+15.6% | Added |
| CI Private Wealth, LLC | 13,639 | $274.8K | 0.00% | −1,265−8.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 13,684 | $275.7K | 0.04% | −9,353−40.6% | Reduced |
| M&G Plc | 13,907 | $278.1K | 0.00% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 12,744 | $284.8K | 0.03% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 14,426 | $290.7K | 0.18% | +1,751+13.8% | Added |
| E. Ohman J:or Asset Management AB | 14,500 | $292.2K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,527 | $292.7K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 14,673 | $296.0K | 0.01% | +500+3.5% | Added |
| Prana Capital Management, LP | 14,743 | $297.1K | 0.01% | −557,885−97.4% | Reduced |
| Raymond James Trust N.A. | 14,952 | $301.3K | 0.01% | +14,952 | New |