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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, Q4 2024

Institutional positions in Franklin Templeton Inc as of Dec 31, 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
566
+19 vs. Q3 2024
Shares held
274.9M
+9.84M (+3.7%) vs. Q3 2024
Total value
$5.59B
+$234.5M (+4.4%) vs. Q3 2024
New holders
90
198 more added
Sold out
71
198 more reduced

11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 566 institutions
Q1 2021: 549 institutionsQ2 2021: 576 institutionsQ3 2021: 540 institutionsQ4 2021: 582 institutionsQ1 2022: 577 institutionsQ2 2022: 542 institutionsQ3 2022: 528 institutionsQ4 2022: 555 institutionsQ1 2023: 558 institutionsQ2 2023: 535 institutionsQ3 2023: 537 institutionsQ4 2023: 565 institutionsQ1 2024: 595 institutionsQ2 2024: 581 institutionsQ3 2024: 558 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 567 institutionsQ3 2025: 591 institutionsQ4 2025: 576 institutionsQ1 2026: 611 institutionsQ2 2026: 669 institutions
Value heldQ4 2024: $5.59B
Q1 2021: $6.68BQ2 2021: $7.19BQ3 2021: $6.56BQ4 2021: $7.26BQ1 2022: $6.16BQ2 2022: $5.28BQ3 2022: $4.94BQ4 2022: $6.29BQ1 2023: $6.33BQ2 2023: $6.25BQ3 2023: $5.45BQ4 2023: $6.50BQ1 2024: $7.40BQ2 2024: $5.73BQ3 2024: $5.37BQ4 2024: $5.59BQ1 2025: $5.46BQ2 2025: $6.77BQ3 2025: $6.22BQ4 2025: $6.60BQ1 2026: $6.81BQ2 2026: $9.06B
Institutions holding BEN and their total value by quarter
QuarterHoldersValue
Q2 2026669$9.06B
Q1 2026611$6.81B
Q4 2025576$6.60B
Q3 2025591$6.22B
Q2 2025567$6.77B
Q1 2025563$5.46B
Q4 2024566$5.59B
Q3 2024558$5.37B
Q2 2024581$5.73B
Q1 2024595$7.40B
Q4 2023565$6.50B
Q3 2023537$5.45B
Q2 2023535$6.25B
Q1 2023558$6.33B
Q4 2022555$6.29B
Q3 2022528$4.94B
Q2 2022542$5.28B
Q1 2022577$6.16B
Q4 2021582$7.26B
Q3 2021540$6.56B
Q2 2021576$7.19B
Q1 2021549$6.68B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2024.

Institutions holding BEN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc37,715,809$765.3M0.01%+1,095,373+3.0%Added
Power Corp of Canada31,557,117$640.3M100.00%−712,849−2.2%Reduced
BlackRock, Inc.29,964,013$608.0M0.01%−875,831−2.8%Reduced
State Street Corp21,933,901$451.9M0.02%+778,385+3.7%Added
Invesco Ltd.11,721,446$237.8M0.04%+1,011,755+9.4%Added
ProShare Advisors LLC9,403,875$190.8M0.44%+1,542,478+19.6%Added
Geode Capital Management, LLC7,303,699$147.8M0.01%−30,902−0.4%Reduced
Goldman Sachs Group Inc7,223,384$146.6M0.03%−622,830−7.9%Reduced
First Trust Advisors LP6,438,863$130.6M0.12%+1,599,849+33.1%Added
Dimensional Fund Advisors LP6,002,950$121.8M0.03%+460,270+8.3%Added
Morgan Stanley5,129,170$104.1M0.01%+114,709+2.3%Added
Amundi3,752,326$75.9M0.03%+1,449,210+62.9%Added
Two Sigma Advisers, LP3,531,700$71.7M0.17%+2,241,500+173.7%Added
Voloridge Investment Management, LLC3,143,463$63.8M0.23%−431,354−12.1%Reduced
Charles Schwab Investment Management Inc3,097,979$62.9M0.01%+99,405+3.3%Added
Northern Trust Corp3,086,345$62.6M0.01%+297,057+10.6%Added
AQR Capital Management LLC3,033,736$61.5M0.08%−485,024−13.8%Reduced
Two Sigma Investments, LP2,935,292$59.6M0.14%+1,673,971+132.7%Added
CBOE Vest Financial, LLC2,923,399$59.3M1.05%+709,736+32.1%Added
Norges Bank2,645,422$53.7M0.01%−131,971−4.8%Reduced
Evergreen Quality Fund GP, Ltd.2,630,190$53.4M1.71%+2,630,190New
UBS Group AG2,312,823$46.9M0.01%+852,052+58.3%Added
Nomura Asset Management Co Ltd2,026,650$41.1M0.12%+391,159+23.9%Added
UBS Asset Management Americas Inc1,911,199$38.8M0.01%+314,437+19.7%Added
Deutsche Bank AG1,887,458$38.3M0.02%+438,621+30.3%Added
HSBC Holdings PLC1,852,514$37.6M0.02%+791,367+74.6%Added
Bank of New York Mellon Corp1,706,890$34.6M0.01%−2,183,041−56.1%Reduced
Millennium Management LLC1,634,687$33.2M0.03%−239,827−12.8%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,518,144$30.8M0.10%−12,784−0.8%Reduced
LPL Financial LLC1,517,598$30.8M0.01%+658,977+76.7%Added
Barclays PLC1,479,915$30.0M0.01%−161,856−9.9%Reduced
Citadel Advisors LLC1,356,185$27.5M0.03%+363,299+36.6%Added
Legal & General Group Plc1,318,232$26.7M0.01%−439,066−25.0%Reduced
Kopernik Global Investors, LLC1,208,837$24.5M2.62%00.0%Unchanged
Kettle Hill Capital Management, LLC1,001,740$20.3M4.42%+1,001,740New
Franklin Resources Inc910,234$18.5M0.01%+12,940+1.4%Added
Sumitomo Mitsui Trust Holdings, Inc.843,922$17.1M0.01%+37,021+4.6%Added
Swiss Life Asset Management Ltd826,893$16.8M0.12%+411,523+99.1%Added
Balyasny Asset Management LLC786,722$16.0M0.04%+786,722New
Nuveen Asset Management, LLC756,873$15.4M0.00%−25,244−3.2%Reduced
Royal Bank of Canada755,721$15.3M0.00%−812,344−51.8%Reduced
Allianz Asset Management GmbH737,884$15.0M0.02%−3,080−0.4%Reduced
California State Teachers Retirement System729,073$14.8M0.02%+199,997+37.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.714,956$14.6M0.01%+41,372+6.1%Added
JPMorgan Chase & Co707,530$14.4M0.00%−1,314,525−65.0%Reduced
AustralianSuper Pty Ltd680,905$13.8M0.07%+39,276+6.1%Added
BNP Paribas Arbitrage, SA648,812$13.2M0.01%+236,794+57.5%Added
AE Wealth Management LLC635,659$12.9M0.11%+71,737+12.7%Added
Mather Group, LLC.622,215$12.6M0.16%+21,592+3.6%Added
Greenwich Wealth Management LLC602,046$12.2M0.86%+776+0.1%Added
Worldquant Millennium Advisors LLC600,968$12.2M0.08%+203,188+51.1%Added
Victory Capital Management Inc598,131$12.1M0.01%−186,599−23.8%Reduced
Bank of America Corp597,793$12.1M0.00%−434,394−42.1%Reduced
Foundation Resource Management Inc572,379$11.6M1.94%−13,389−2.3%Reduced
Cerity Partners LLC565,771$11.5M0.02%+104,642+22.7%Added
Raymond James Financial Inc565,508$11.5M0.00%+565,508New
Squarepoint Ops LLC555,622$11.3M0.03%−812,329−59.4%Reduced
Sound Income Strategies, LLC543,875$11.0M0.68%+27,607+5.3%Added
ExodusPoint Capital Management, LP535,388$10.9M0.11%+535,388New
Janney Montgomery Scott LLC535,260$10.9M0.03%+43,445+8.8%Added
Rhumbline Advisers526,726$10.7M0.01%−20,033−3.7%Reduced
Meiji Yasuda Asset Management Co Ltd.493,444$10.0M0.38%−9,139−1.8%Reduced
Renaissance Technologies LLC492,241$9.99M0.01%+356,441+262.5%Added
Commonwealth Equity Services, LLC477,828$9.70M0.01%+53,598+12.6%Added
D. E. Shaw & Co., Inc.477,613$9.69M0.01%+212,586+80.2%Added
Robeco Institutional Asset Management B.V.456,580$9.26M0.02%−83,885−15.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.443,641$9.00M0.04%+112,318+33.9%Added
Manufacturers Life Insurance Company, The441,559$8.96M0.01%+196,411+80.1%Added
Price T Rowe Associates Inc432,620$8.78M0.00%+2,757+0.6%Added
BancorpSouth Bank408,389$8.29M0.56%+7,261+1.8%Added
Ameriprise Financial Inc398,444$8.09M0.00%−28,444−6.7%Reduced
Citigroup Inc398,079$8.08M0.01%−217,846−35.4%Reduced
Principal Financial Group Inc378,831$7.69M0.00%−2,361−0.6%Reduced
Alliancebernstein L.P.366,741$7.44M0.00%−20,547−5.3%Reduced
California Public Employees Retirement System349,090$7.08M0.00%−167,096−32.4%Reduced
State Board of Administration of Florida Retirement System313,548$6.36M0.01%00.0%Unchanged
New York State Teachers Retirement System303,975$6.17M0.01%−18,885−5.8%Reduced
Yousif Capital Management, LLC299,250$6.07M0.07%−19,922−6.2%Reduced
Man Group plc296,517$6.02M0.02%+191,860+183.3%Added
Toroso Investments, LLC294,530$5.98M0.05%+6,534+2.3%Added
Envestnet Asset Management Inc291,821$5.92M0.00%+203,414+230.1%Added
Marshall Wace, LLP285,593$5.79M0.01%−179,780−38.6%Reduced
Tudor Investment Corp Et Al282,953$5.74M0.06%−1,403,279−83.2%Reduced
State of Tennessee, Treasury Department272,952$5.54M0.02%−8,680−3.1%Reduced
Great West Life Assurance Co261,433$5.30M0.01%−99,669−27.6%Reduced
Pictet Asset Management Holding SA253,009$5.13M0.01%+34,833+16.0%Added
New Age Alpha Advisors, LLC238,485$4.84M0.20%+238,485New
Chatham Capital Group, Inc.238,217$4.83M0.79%−4,665−1.9%Reduced
Verition Fund Management LLC236,248$4.79M0.02%+4,914+2.1%Added
Bank of Montreal235,784$4.78M0.00%−27,639−10.5%Reduced
Russell Investments Group, Ltd.234,751$4.76M0.01%−8,807−3.6%Reduced
Mercer Global Advisors Inc229,249$4.65M0.01%+187,626+450.8%Added
Quantbot Technologies LP219,867$4.46M0.16%−38,177−14.8%Reduced
Altrius Capital Management Inc217,566$4.41M1.19%+130.0%Added
Schaper Benz & Wise Investment Counsel Inc213,172$4.33M0.35%−855−0.4%Reduced
Wells Fargo & Company213,047$4.32M0.00%−52,406−19.7%Reduced
Aquatic Capital Management LLC210,433$4.27M0.12%−21,267−9.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund209,600$4.25M0.01%00.0%Unchanged
Cresset Asset Management, LLC191,677$3.95M0.02%−6,594−3.3%Reduced
Jane Street Group, LLC190,557$3.87M0.01%+190,557New