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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 1,157 | $23.5K | 0.00% | +259+28.8% | Added |
| Washington Trust Co | 1,200 | $24.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,237 | $25.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,238 | $25.1K | 0.00% | +737+147.1% | Added |
| GeoWealth Management, LLC | 1,261 | $25.6K | 0.00% | +981+350.4% | Added |
| Coppell Advisory Solutions LLC | 1,355 | $27.3K | 0.00% | +72+5.6% | Added |
| Investors Research Corp | 1,400 | $28.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,464 | $29.7K | 0.00% | −315−17.7% | Reduced |
| Trust Co of Vermont | 1,500 | $30.4K | 0.00% | −8−0.5% | Reduced |
| Ci Investments Inc. | 1,616 | $33.0K | 0.00% | −27,097−94.4% | Reduced |
| Smartleaf Asset Management LLC | 1,641 | $33.0K | 0.00% | +505+44.5% | Added |
| Headlands Technologies LLC | 1,661 | $33.7K | 0.00% | +1,661 | New |
| Lindbrook Capital, LLC | 1,692 | $34.3K | 0.00% | +354+26.5% | Added |
| Assetmark, Inc | 1,711 | $34.7K | 0.00% | −587−25.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,735 | $35.2K | 0.00% | −2,010−53.7% | Reduced |
| Skopos Labs, Inc. | 1,761 | $35.7K | 0.01% | −186−9.6% | Reduced |
| GWM Advisors LLC | 1,817 | $36.9K | 0.00% | −246−11.9% | Reduced |
| Signaturefd, LLC | 1,860 | $37.7K | 0.00% | −317−14.6% | Reduced |
| Principal Securities, Inc. | 1,957 | $39.7K | 0.00% | +1,661+561.1% | Added |
| Quadrant Capital Group LLC | 1,992 | $40.4K | 0.00% | −1,209−37.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,000 | $40.6K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $40.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,115 | $42.9K | 0.00% | −2,338−52.5% | Reduced |
| Umb Bank N A | 2,363 | $47.9K | 0.00% | −563−19.2% | Reduced |
| Harbour Investments, Inc. | 2,383 | $48.4K | 0.00% | +190+8.7% | Added |
| Anchor Investment Management, LLC | 2,620 | $53.2K | 0.00% | +16+0.6% | Added |
| True Wealth Design, LLC | 2,641 | $53.6K | 0.02% | +5+0.2% | Added |
| Creative Financial Designs Inc | 2,659 | $54.0K | 0.00% | −1,293−32.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,813 | $57.1K | 0.00% | +2,813 | New |
| Global Retirement Partners, LLC | 2,901 | $58.9K | 0.00% | −1,653−36.3% | Reduced |
| Jones Financial Companies LLLP | 2,937 | $59.6K | 0.00% | +1,147+64.1% | Added |
| Caldwell Trust Co | 3,009 | $61.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,009 | $61.1K | 0.06% | +3,009 | New |
| Hexagon Capital Partners LLC | 3,023 | $61.3K | 0.01% | +132+4.6% | Added |
| Simplex Trading, LLC | 3,328 | $67.0K | 0.00% | +3,328 | New |
| ORG Partners LLC | 3,476 | $70.5K | 0.01% | +65+1.9% | Added |
| Horizon Investments, LLC | 4,219 | $85.6K | 0.00% | +34+0.8% | Added |
| South Dakota Investment Council | 4,242 | $86.0K | 0.00% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 4,562 | $92.6K | 0.01% | +4,562 | New |
| Exchange Traded Concepts, LLC | 4,622 | $93.8K | 0.00% | −452−8.9% | Reduced |
| Geneos Wealth Management Inc. | 4,686 | $95.1K | 0.00% | −1,226−20.7% | Reduced |
| West Oak Capital, LLC | 4,880 | $99.0K | 0.04% | −2,400−33.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,663 | $114.9K | 0.01% | −8,021−58.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,000 | $121.7K | 0.00% | −18−0.3% | Reduced |
| Allworth Financial LP | 6,307 | $125.3K | 0.00% | +2,855+82.7% | Added |
| Bryn Mawr Trust Co | 6,179 | $125.4K | 0.00% | +341+5.8% | Added |
| Vestcor Inc | 6,907 | $140.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,030 | $142.7K | 0.00% | +1,898+37.0% | Added |
| Storebrand Asset Management AS | 7,172 | $145.5K | 0.00% | −13,366−65.1% | Reduced |
| Capstone Investment Advisors, LLC | 7,382 | $149.8K | 0.00% | −5,644−43.3% | Reduced |
| Capital Analysts, LLC | 7,514 | $152.0K | 0.01% | +1,250+20.0% | Added |
| GAMMA Investing LLC | 7,559 | $153.4K | 0.01% | +725+10.6% | Added |
| Indiana Trust & Investment Management CO | 8,119 | $164.7K | 0.06% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,136 | $165.0K | 0.00% | +8,136 | New |
| Ostrum Asset Management | 8,155 | $165.5K | 0.01% | −336−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,300 | $168.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8,595 | $174.0K | 0.11% | +1,180+15.9% | Added |
| Bessemer Group Inc | 8,789 | $177.0K | 0.00% | +510+6.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,810 | $199.0K | 0.00% | +30+0.3% | Added |
| Integrated Wealth Concepts LLC | 9,869 | $200.2K | 0.00% | +9,869 | New |
| Paragon Capital Management Ltd | 9,889 | $200.7K | 0.04% | −125−1.2% | Reduced |
| Keybank National Association | 10,029 | $203.5K | 0.00% | +10,029 | New |
| ORG Wealth Partners, LLC | 10,047 | $203.8K | 0.06% | +3,747+59.5% | Added |
| Sowell Financial Services LLC | 10,146 | $205.9K | 0.01% | +10,146 | New |
| Sanctuary Advisors, LLC | 10,357 | $208.7K | 0.00% | −5,684−35.4% | Reduced |
| PFG Investments, LLC | 10,328 | $209.6K | 0.01% | −269−2.5% | Reduced |
| Manske Wealth Management | 10,338 | $209.8K | 0.08% | +10,338 | New |
| Angeles Wealth Management, LLC | 10,483 | $212.7K | 0.02% | −31−0.3% | Reduced |
| Foster & Motley Inc | 10,769 | $218.0K | 0.01% | −4,936−31.4% | Reduced |
| Rothschild Investment LLC | 10,935 | $221.9K | 0.01% | +5,445+99.2% | Added |
| Aviva PLC | 10,944 | $222.1K | 0.00% | −170−1.5% | Reduced |
| Boston Trust Walden Corp | 11,000 | $223.2K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 11,010 | $223.4K | 0.04% | +11,010 | New |
| Burke & Herbert Bank & Trust Co | 11,050 | $224.2K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,062 | $224.4K | 0.00% | −1,063−8.8% | Reduced |
| Farther Finance Advisors, LLC | 11,136 | $225.9K | 0.01% | +117+1.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,191 | $227.1K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 11,375 | $230.8K | 0.09% | +475+4.4% | Added |
| Matrix Trust Co | 11,404 | $231.0K | 0.04% | +9,966+693.0% | Added |
| FreeGulliver LLC | 11,400 | $231.3K | 0.12% | +11,400 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $235.7K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 11,628 | $235.9K | 0.02% | +11,628 | New |
| Savvy Advisors, Inc. | 11,698 | $237.4K | 0.03% | +69+0.6% | Added |
| Atria Investments LLC | 11,785 | $239.1K | 0.00% | +11,785 | New |
| Leonteq Securities AG | 11,930 | $242.1K | 0.02% | −5,137−30.1% | Reduced |
| Brown Brothers Harriman & Co | 11,950 | $242.5K | 0.00% | −6,495−35.2% | Reduced |
| Hilltop Holdings Inc. | 11,985 | $243.2K | 0.02% | +11,985 | New |
| Tokio Marine Asset Management Co Ltd | 12,067 | $244.8K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,150 | $247.0K | 0.02% | −9,525−43.9% | Reduced |
| Scientech Research LLC | 12,224 | $248.0K | 0.07% | −25,327−67.4% | Reduced |
| SBI Securities Co., Ltd. | 12,236 | $248.3K | 0.01% | +12,236 | New |
| Capital Investment Advisory Services, LLC | 12,290 | $249.4K | 0.02% | +1,450+13.4% | Added |
| Moody National Bank Trust Division | 12,611 | $255.9K | 0.03% | +1,438+12.9% | Added |
| Thrivent Financial for Lutherans | 12,648 | $257.0K | 0.00% | +50.0% | Added |
| Intech Investment Management LLC | 12,674 | $257.2K | 0.00% | +1,305+11.5% | Added |
| Fifth Third Bancorp | 13,213 | $268.1K | 0.00% | −2,147−14.0% | Reduced |
| Sovran Advisors, LLC | 13,895 | $269.7K | 0.04% | +13,895 | New |
| International Private Wealth Advisors LLC | 13,518 | $274.3K | 0.27% | +646+5.0% | Added |
| M&G Plc | 13,907 | $278.1K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 13,958 | $283.2K | 0.01% | +1,217+9.6% | Added |