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 |
|---|---|---|---|---|---|
| Main Street Group, LTD | 402 | $8.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 392 | $7.90K | 0.00% | −454−53.7% | Reduced |
| Federated Hermes, Inc. | 357 | $7.19K | 0.00% | −99−21.7% | Reduced |
| Bruce G. Allen Investments, LLC | 353 | $7.11K | 0.01% | −7−1.9% | Reduced |
| Alpine Bank Wealth Management | 300 | $6.04K | 0.00% | +300 | New |
| Principal Securities, Inc. | 296 | $5.96K | 0.00% | −1,017−77.5% | Reduced |
| Ashton Thomas Securities, LLC | 294 | $5.92K | 0.00% | +294 | New |
| Key Financial Inc | 291 | $5.86K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 280 | $5.64K | 0.00% | +280 | New |
| JFS Wealth Advisors, LLC | 277 | $5.58K | 0.00% | +15+5.7% | Added |
| Zions Bancorporation, N.A. | 270 | $5.44K | 0.00% | −179−39.9% | Reduced |
| Capital Performance Advisors LLP | 257 | $5.18K | 0.00% | +257 | New |
| Spire Wealth Management | 254 | $5.12K | 0.00% | +7+2.8% | Added |
| Bank of New Hampshire | 250 | $5.04K | 0.00% | −870−77.7% | Reduced |
| Versant Capital Management, Inc | 238 | $4.80K | 0.00% | +94+65.3% | Added |
| AdvisorNet Financial, Inc | 226 | $4.55K | 0.00% | +204+927.3% | Added |
| GHP Investment Advisors, Inc. | 215 | $4.33K | 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 |
| Farmers & Merchants Investments Inc | 191 | $3.85K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 145 | $2.92K | 0.00% | +20+16.0% | Added |
| Ancora Advisors, LLC | 125 | $2.52K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 121 | $2.43K | 0.00% | +2+1.7% | Added |
| Peterson Financial Group, Inc. | 120 | $2.42K | 0.01% | +120 | New |
| MV Capital Management, Inc. | 107 | $2.16K | 0.00% | −72−40.2% | Reduced |
| Raleigh Capital Management Inc. | 104 | $2.10K | 0.00% | −21−16.8% | Reduced |
| 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 |
| Hemington Wealth Management | 122 | $2.00K | 0.00% | +122 | New |
| SOA Wealth Advisors, LLC. | 96 | $1.93K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 79 | $1.59K | 0.00% | +79 | New |
| Bell Investment Advisors, Inc | 69 | $1.39K | 0.00% | −66−48.9% | Reduced |
| MCF Advisors LLC | 66 | $1.33K | 0.00% | +56+560.0% | Added |
| DiNuzzo Private Wealth, Inc. | 55 | $1.11K | 0.00% | −13−19.1% | Reduced |
| Caitlin John, LLC | 48 | $1.03K | 0.00% | +1+2.1% | Added |
| West Financial Advisors, LLC | 51 | $1.02K | 0.00% | +1+2.0% | Added |
| GW&K Investment Management, LLC | 40 | $1.00K | 0.00% | −21−34.4% | Reduced |
| Colonial Trust Co | 48 | $998 | 0.00% | +48 | New |
| LRI Investments, LLC | 41 | $885 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $866 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $746 | 0.00% | −36−49.3% | Reduced |
| WR Wealth Planners, LLC | 34 | $685 | 0.00% | +34 | New |
| TFC Financial Management | 31 | $625 | 0.00% | −52−62.7% | Reduced |
| Dunhill Financial, LLC | 26 | $525 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $504 | 0.00% | −413−94.3% | Reduced |
| Claris Advisors, LLC | 24 | $484 | 0.00% | +24 | New |
| Riverview Trust Co | 23 | $463 | 0.00% | +23 | New |
| SWAN Capital LLC | 20 | $403 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $302 | 0.00% | +13+650.0% | Added |
| Abound Wealth Management | 12 | $245 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $201 | 0.00% | −33−76.7% | Reduced |
| HM Payson & Co | 8 | $162 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 6 | $121 | 0.00% | +1+20.0% | Added |
| Quest Partners LLC | 1 | $20 | 0.00% | −62,318−100.0% | Reduced |
| Y.D. More Investments Ltd | 168 | $9 | 0.00% | +9+5.7% | Added |
| Avion Wealth | 49 | $0 | 0.00% | −3−5.8% | Reduced |
| Capital Research Global Investors | 0 | $0 | 0.00% | −3,551,069−100.0% | Sold out |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −992,294−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −371,532−100.0% | Sold out |
| Biechele Royce Advisors | 0 | $0 | 0.00% | −351,290−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −329,230−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −311,989−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −273,660−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −271,777−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −197,638−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −177,988−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −138,080−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −108,894−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −81,459−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −74,094−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −71,200−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −70,705−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −66,783−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −61,346−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −57,219−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −55,871−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −49,563−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −47,077−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −43,660−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −40,715−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −35,778−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −35,396−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −30,660−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Wade Financial Advisory, Inc | 0 | $0 | 0.00% | −27,831−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −26,960−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −24,918−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −24,096−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −23,690−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −21,265−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −20,432−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −17,859−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −16,644−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −16,257−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −16,050−100.0% | Sold out |
| Cullen Investment Group, Ltd. | 0 | $0 | 0.00% | −15,086−100.0% | Sold out |