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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 375 | $21 | 0.00% | +207+123.2% | Added |
| Transce3nd, LLC | 3 | $61 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $102 | 0.00% | −32−86.5% | Reduced |
| WestEnd Advisors, LLC | 6 | $122 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $142 | 0.00% | +7 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $163 | 0.00% | +8 | New |
| WealthTrak Capital Management LLC | 10 | $203 | 0.00% | +10 | New |
| Abound Wealth Management | 12 | $247 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $304 | 0.00% | +15 | New |
| Capital A Wealth Management, LLC | 15 | $304 | 0.00% | +15 | New |
| BOK Financial Private Wealth, Inc. | 18 | $371 | 0.00% | +18 | New |
| NewSquare Capital LLC | 19 | $386 | 0.00% | +19 | New |
| Chesapeake Asset Management LLC | 20 | $405 | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 20 | $406 | 0.00% | −125−86.2% | Reduced |
| SWAN Capital LLC | 20 | $406 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $427 | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 25 | $508 | 0.00% | +25 | New |
| MV Capital Management, Inc. | 30 | $609 | 0.00% | −77−72.0% | Reduced |
| TFC Financial Management | 31 | $629 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $690 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $771 | 0.00% | −188−83.2% | Reduced |
| LRI Investments, LLC | 41 | $832 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 42 | $851 | 0.00% | +16+61.5% | Added |
| Raffa Wealth Management, LLC | 43 | $872 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $893 | 0.00% | −11−20.0% | Reduced |
| Caitlin John, LLC | 48 | $969 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $1.00K | 0.00% | −10−25.0% | Reduced |
| West Financial Advisors, LLC | 51 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 52 | $1.06K | 0.00% | +52 | New |
| Bruce G. Allen Investments, LLC | 71 | $1.44K | 0.00% | −282−79.9% | Reduced |
| R Squared Ltd | 90 | $1.83K | 0.00% | +90 | New |
| SOA Wealth Advisors, LLC. | 92 | $1.87K | 0.00% | −4−4.2% | Reduced |
| Private Wealth Management Group, LLC | 93 | $1.89K | 0.00% | +93 | New |
| Heritage Wealth Advisors | 96 | $1.95K | 0.00% | +17+21.5% | Added |
| Hemington Wealth Management | 139 | $2.00K | 0.00% | +17+13.9% | Added |
| Hallmark Capital Management Inc | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $2.21K | 0.00% | −168−60.6% | Reduced |
| West Paces Advisors Inc. | 109 | $2.21K | 0.00% | +109 | New |
| Bell Investment Advisors, Inc | 113 | $2.29K | 0.00% | +44+63.8% | Added |
| Continuum Advisory, LLC | 120 | $2.44K | 0.00% | −4,765−97.5% | Reduced |
| Ancora Advisors, LLC | 125 | $2.54K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 127 | $2.58K | 0.00% | +6+5.0% | Added |
| Ronald Blue Trust, Inc. | 140 | $2.84K | 0.00% | −1,928−93.2% | Reduced |
| Versant Capital Management, Inc | 145 | $2.94K | 0.00% | −93−39.1% | Reduced |
| Lazard Asset Management LLC | 179 | $3.00K | 0.00% | −3,895−95.6% | Reduced |
| Zions Bancorporation, N.A. | 163 | $3.31K | 0.00% | −107−39.6% | Reduced |
| Proequities, Inc. | 180 | $3.58K | 0.00% | −1,510−89.3% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $3.88K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $4.06K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 215 | $4.36K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 221 | $4.48K | 0.00% | +206+1,373.3% | Added |
| Quent Capital, LLC | 247 | $5.01K | 0.00% | +247 | New |
| Addison Advisors LLC | 259 | $5.26K | 0.00% | −262−50.3% | Reduced |
| Federated Hermes, Inc. | 270 | $5.48K | 0.00% | −87−24.4% | Reduced |
| Decker Retirement Planning Inc. | 281 | $5.70K | 0.00% | +281 | New |
| Key Financial Inc | 291 | $5.90K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 292 | $5.92K | 0.00% | +292 | New |
| Quest 10 Wealth Builders, Inc. | 293 | $5.95K | 0.01% | +293 | New |
| Richards, Merrill & Peterson, Inc. | 325 | $6.59K | 0.00% | +325 | New |
| Legacy Investment Solutions, LLC | 328 | $6.70K | 0.00% | −239−42.2% | Reduced |
| Legacy Wealth Managment, LLC | 328 | $6.70K | 0.00% | −239−42.2% | Reduced |
| MAI Capital Management | 340 | $6.90K | 0.00% | +340 | New |
| Spire Wealth Management | 347 | $7.04K | 0.00% | +93+36.6% | Added |
| TD Private Client Wealth LLC | 354 | $7.18K | 0.00% | −162−31.4% | Reduced |
| First Horizon Advisors, Inc. | 360 | $7.30K | 0.00% | +350+3,500.0% | Added |
| Colonial Trust Co | 374 | $7.59K | 0.00% | +326+679.2% | Added |
| Ameriflex Group, Inc. | 351 | $7.81K | 0.00% | +351 | New |
| Newbridge Financial Services Group, Inc. | 393 | $7.97K | 0.00% | +393 | New |
| Main Street Group, LTD | 402 | $8.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 422 | $8.57K | 0.00% | +318+305.8% | Added |
| Massmutual Trust Co FSB | 425 | $8.62K | 0.00% | −451−51.5% | Reduced |
| Holos Integrated Wealth LLC | 451 | $9.15K | 0.01% | +451 | New |
| Consultiva Wealth Management, Corp. | 455 | $9.25K | 0.05% | +6+1.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $9.52K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 486 | $9.86K | 0.01% | +486 | New |
| Hazlett, Burt & Watson, 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 |
| Front Row Advisors LLC | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $11.7K | 0.00% | +550+2,200.0% | Added |
| SRS Capital Advisors, Inc. | 594 | $12.1K | 0.00% | +594 | New |
| Sandy Spring Bank | 600 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 651 | $12.4K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 616 | $12.5K | 0.00% | +616 | New |
| Aspect Partners, LLC | 630 | $12.8K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 675 | $13.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 728 | $14.8K | 0.00% | +197+37.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 750 | $15.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 829 | $16.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 850 | $17.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 864 | $17.5K | 0.00% | −292−25.3% | Reduced |
| S.A. Mason LLC | 920 | $18.7K | 0.01% | +920 | New |
| Beaird Harris Wealth Management, LLC | 950 | $19.3K | 0.00% | +950 | New |
| Peoples Bank | 1,000 | $20.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,113 | $22.6K | 0.00% | +721+183.9% | Added |
| Roxbury Financial LLC | 1,029 | $23.4K | 0.02% | +1,029 | New |