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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 10,490 | $214.7K | 0.01% | −1,096−9.5% | Reduced |
| PFG Investments, LLC | 10,597 | $213.5K | 0.01% | −461−4.2% | Reduced |
| Angeles Wealth Management, LLC | 10,514 | $211.9K | 0.02% | −409−3.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 10,500 | $211.6K | 0.04% | +10,500 | New |
| Stratos Wealth Partners, LTD. | 10,385 | $209.3K | 0.00% | −1,022−9.0% | Reduced |
| Evergreen Capital Management LLC | 10,151 | $206.6K | 0.01% | −2,204−17.8% | Reduced |
| AlphaCore Capital LLC | 9,902 | $202.6K | 0.05% | −8,536−46.3% | Reduced |
| Paragon Capital Management Ltd | 10,014 | $201.8K | 0.04% | −1,690−14.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,780 | $197.1K | 0.00% | +237+2.5% | Added |
| Ostrum Asset Management | 8,491 | $171.1K | 0.01% | +104+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 8,300 | $167.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,279 | $166.0K | 0.00% | +63+0.8% | Added |
| Indiana Trust & Investment Management CO | 8,119 | $163.6K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 7,415 | $150.0K | 0.09% | +2,746+58.8% | Added |
| West Oak Capital, LLC | 7,280 | $146.7K | 0.03% | −40,635−84.8% | Reduced |
| Vestcor Inc | 6,907 | $139.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,834 | $137.7K | 0.01% | −878−11.4% | Reduced |
| ORG Wealth Partners, LLC | 6,300 | $126.9K | 0.04% | +6,300 | New |
| Capital Analysts, LLC | 6,264 | $126.0K | 0.01% | +586+10.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,018 | $121.3K | 0.00% | +6,018 | New |
| Geneos Wealth Management Inc. | 5,912 | $119.1K | 0.00% | −410−6.5% | Reduced |
| Bryn Mawr Trust Co | 5,838 | $117.6K | 0.00% | +5,838 | New |
| Rothschild Investment LLC | 5,490 | $110.6K | 0.01% | +510+10.2% | Added |
| Continuum Advisory, LLC | 4,885 | $105.4K | 0.01% | −872−15.1% | Reduced |
| Parallel Advisors, LLC | 5,132 | $103.4K | 0.00% | −338−6.2% | Reduced |
| Exchange Traded Concepts, LLC | 5,074 | $102.2K | 0.00% | +3,810+301.4% | Added |
| Torno Capital, LLC | 5,000 | $100.8K | 0.13% | +5,000 | New |
| Catalyst Capital Advisors LLC | 4,994 | $100.6K | 0.00% | +4,994 | New |
| Global Retirement Partners, LLC | 4,554 | $91.8K | 0.00% | −1,647−26.6% | Reduced |
| Private Trust Co NA | 4,453 | $89.7K | 0.01% | +1,169+35.6% | Added |
| South Dakota Investment Council | 4,242 | $85.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,185 | $84.3K | 0.00% | −686−14.1% | Reduced |
| Lazard Asset Management LLC | 4,074 | $82.0K | 0.00% | +3,950+3,185.5% | Added |
| Richardson Financial Services Inc. | 3,600 | $80.5K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,952 | $79.6K | 0.01% | +256+6.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,745 | $75.5K | 0.00% | +3,049+438.1% | Added |
| Aster Capital Management (DIFC) Ltd | 3,619 | $72.9K | 0.02% | +3,619 | New |
| Allworth Financial LP | 3,452 | $69.6K | 0.00% | −3,200−48.1% | Reduced |
| ORG Partners LLC | 3,411 | $68.7K | 0.01% | −5,478−61.6% | Reduced |
| Quadrant Capital Group LLC | 3,201 | $64.5K | 0.00% | +454+16.5% | Added |
| Caldwell Trust Co | 3,009 | $60.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,926 | $59.0K | 0.00% | +2,326+387.7% | Added |
| Hexagon Capital Partners LLC | 2,891 | $58.3K | 0.01% | +397+15.9% | Added |
| True Wealth Design, LLC | 2,636 | $53.1K | 0.02% | +2,636 | New |
| Flputnam Investment Management Co | 422 | $52.5K | 0.00% | −2,628−86.2% | Reduced |
| Anchor Investment Management, LLC | 2,604 | $52.5K | 0.00% | +604+30.2% | Added |
| Planned Solutions, Inc. | 2,524 | $50.9K | 0.02% | +2,524 | New |
| Assetmark, Inc | 2,298 | $46.3K | 0.00% | +2,298 | New |
| Ronald Blue Trust, Inc. | 2,068 | $46.2K | 0.00% | +1,148+124.8% | Added |
| Harbour Investments, Inc. | 2,193 | $44.2K | 0.00% | +106+5.1% | Added |
| Signaturefd, LLC | 2,177 | $43.9K | 0.00% | −714−24.7% | Reduced |
| GWM Advisors LLC | 2,063 | $41.6K | 0.00% | −14,654−87.7% | Reduced |
| Northwest Investment Counselors, LLC | 2,050 | $41.3K | 0.01% | +2,050 | 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 |
| Skopos Labs, Inc. | 1,947 | $39.2K | 0.01% | +1,947 | New |
| Jones Financial Companies LLLP | 1,790 | $37.2K | 0.00% | +1,676+1,470.2% | Added |
| Larson Financial Group LLC | 1,779 | $35.9K | 0.00% | +1,277+254.4% | Added |
| Proequities, Inc. | 1,690 | $34.6K | 0.00% | −16,472−90.7% | Reduced |
| Westpac Banking Corp | 1,693 | $34.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,508 | $30.4K | 0.00% | +8+0.5% | Added |
| Matrix Trust Co | 1,438 | $29.0K | 0.01% | +1,438 | New |
| Investors Research Corp | 1,400 | $28.2K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,342 | $27.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,338 | $27.0K | 0.00% | −701−34.4% | Reduced |
| Coppell Advisory Solutions LLC | 1,283 | $26.7K | 0.00% | +34+2.7% | Added |
| McMahon Financial Advisors, LLC | 1,267 | $25.5K | 0.01% | +1,267 | New |
| FNY Investment Advisers, LLC | 1,250 | $25.0K | 0.01% | +1,250 | New |
| Deseret Mutual Benefit Administrators | 1,237 | $24.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,200 | $24.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,136 | $23.6K | 0.00% | +510+81.5% | Added |
| Huntington National Bank | 1,156 | $23.3K | 0.00% | +39+3.5% | Added |
| Altshuler Shaham Ltd | 1,025 | $20.7K | 0.00% | −200−16.3% | Reduced |
| Peoples Bank | 1,000 | $20.1K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 986 | $19.9K | 0.00% | −494−33.4% | Reduced |
| Parkside Financial Bank & Trust | 898 | $18.1K | 0.00% | −555−38.2% | Reduced |
| Massmutual Trust Co FSB | 876 | $17.7K | 0.00% | −237−21.3% | Reduced |
| Fortitude Family Office, LLC | 850 | $17.1K | 0.01% | +850 | New |
| Harbor Investment Advisory, LLC | 829 | $16.7K | 0.00% | +298+56.1% | Added |
| Baldwin Brothers Inc | 817 | $16.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 750 | $15.1K | 0.01% | −700−48.3% | Reduced |
| Global Trust Asset Management, LLC | 675 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 651 | $12.7K | 0.00% | +651 | New |
| Aspect Partners, LLC | 630 | $12.7K | 0.01% | +157+33.2% | Added |
| Legacy Investment Solutions, LLC | 567 | $12.2K | 0.01% | +567 | New |
| Legacy Wealth Managment, LLC | 567 | $12.2K | 0.01% | +567 | New |
| Sandy Spring Bank | 600 | $12.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 531 | $10.7K | 0.00% | +168+46.3% | Added |
| Addison Advisors LLC | 521 | $10.5K | 0.00% | +521 | New |
| TD Private Client Wealth LLC | 516 | $10.4K | 0.00% | −644−55.5% | Reduced |
| Motco | 513 | $10.3K | 0.00% | +513 | New |
| Front Row Advisors LLC | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 501 | $10.1K | 0.00% | +501 | New |
| Eastern Bank | 500 | $10.1K | 0.00% | +500 | New |
| Whittier Trust Co | 500 | $10.1K | 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $9.45K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 449 | $9.04K | 0.07% | +6+1.4% | Added |