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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
Journey Advisory Group, LLC12,744$284.8K0.03%00.0%Unchanged
AIA Group Ltd14,175$287.6K0.01%+1,893+15.4%Added
IMC-Chicago, LLC14,220$288.5K0.01%−92,112−86.6%Reduced
Federation des caisses Desjardins du Quebec14,270$289.2K0.00%−95,438−87.0%Reduced
Allspring Global Investments Holdings, LLC14,467$291.4K0.00%−534−3.6%Reduced
Boyar Asset Management Inc.14,498$294.2K0.19%−2,273−13.6%Reduced
E. Ohman J:or Asset Management AB14,500$294.2K0.01%00.0%Unchanged
Perennial Advisors, LLC14,529$294.8K0.06%+14,529New
New Mexico Educational Retirement Board14,673$298.0K0.01%00.0%Unchanged
Herold Advisors, Inc.14,750$299.3K0.07%−4,000−21.3%Reduced
ING Groep NV14,884$302.0K0.00%+14,884New
LGT Group Foundation14,900$302.3K0.00%−350−2.3%Reduced
Steel Peak Wealth Management LLC14,689$302.7K0.01%+14,689New
Everence Capital Management Inc15,260$310.0K0.02%−30,300−66.5%Reduced
Utah Retirement Systems15,300$310.4K0.00%00.0%Unchanged
Moloney Securities Asset Management, LLC15,368$311.8K0.04%+1,784+13.1%Added
Cornerstone Wealth Management, LLC15,400$312.5K0.02%+3,750+32.2%Added
Group One Trading, L.P.15,485$314.2K0.01%+15,485New
Inlight Wealth Management, LLC15,537$315.2K0.21%+15,537New
Verus Capital Partners, LLC15,545$315.4K0.03%−1,450−8.5%Reduced
CI Private Wealth, LLC15,568$315.4K0.00%+1,929+14.1%Added
Kestra Advisory Services, LLC15,608$316.7K0.00%−2,664−14.6%Reduced
Stephens Inc15,745$319.5K0.00%+99+0.6%Added
NEOS Investment Management LLC15,895$322.5K0.01%+3,731+30.7%Added
Abel Hall, LLC16,023$325.1K0.21%−33−0.2%Reduced
Maryland State Retirement & Pension System16,285$330.4K0.01%00.0%Unchanged
Capital Investment Counsel, Inc16,294$330.6K0.05%−2,400−12.8%Reduced
IFP Advisors, Inc16,537$335.5K0.01%−993−5.7%Reduced
Louisiana State Employees Retirement System16,600$336.8K0.01%−800−4.6%Reduced
Securian Asset Management, Inc16,605$336.9K0.01%−392−2.3%Reduced
Hardy Reed LLC16,721$339.3K0.03%+591+3.7%Added
Grassi Investment Management16,835$342.0K0.03%00.0%Unchanged
Brevan Howard Capital Management LP16,882$342.5K0.01%−31,142−64.8%Reduced
XTX Topco Ltd16,950$343.9K0.03%−4,086−19.4%Reduced
North Star Asset Management Inc16,970$344.3K0.02%+1,600+10.4%Added
Avanza Fonder AB17,000$344.9K0.01%+17,000New
Sterling Capital Management LLC17,026$345.5K0.00%+6,162+56.7%Added
CIBC Private Wealth Group, LLC17,624$349.0K0.00%−1,456−7.6%Reduced
Clifford Swan Investment Counsel LLC17,790$361.0K0.01%−1,141−6.0%Reduced
Metis Global Partners, LLC17,852$362.2K0.01%−616−3.3%Reduced
CSS LLC18,016$365.5K0.02%+18,016New
Williams Jones Wealth Management, LLC.18,025$365.7K0.00%00.0%Unchanged
Natixis Advisors, L.P.18,124$368.0K0.00%+756+4.4%Added
Entropy Technologies, LP18,331$371.9K0.04%+18,331New
MML Investors Services, LLC18,354$372.0K0.00%+4,897+36.4%Added
Associated Banc-Corp18,347$372.3K0.01%−1,800−8.9%Reduced
Guinness Asset Management LTD18,457$374.5K0.01%+7,337+66.0%Added
Woodline Partners LP18,555$376.5K0.00%+18,555New
Rockland Trust Co18,826$382.0K0.02%00.0%Unchanged
Centennial Wealth Advisory LLC18,848$382.4K0.15%+2,720+16.9%Added
Hartford Investment Management Co18,855$382.6K0.01%+31+0.2%Added
First National Trust Co18,880$383.1K0.01%00.0%Unchanged
O'Shaughnessy Asset Management, LLC18,908$383.6K0.00%−5,348−22.0%Reduced
Verity Asset Management, Inc.19,656$398.8K0.22%+2,605+15.3%Added
Pallas Capital Advisors LLC19,766$401.1K0.02%+340+1.8%Added
Macquarie Group Ltd31,768$401.1K0.00%+13,152+70.6%Added
V-Square Quantitative Management LLC19,808$401.9K0.06%+1,716+9.5%Added
Silvercrest Asset Management Group LLC19,883$403.4K0.00%−865−4.2%Reduced
Prana Capital Management, LP20,216$410.2K0.02%+5,473+37.1%Added
Virtu Financial LLC20,308$412.0K0.02%−23,385−53.5%Reduced
Crossmark Global Holdings, Inc.20,327$412.0K0.01%−697−3.3%Reduced
Ferguson Wellman Capital Management, Inc20,500$415.9K0.01%−15,715−43.4%Reduced
US Bancorp20,543$416.9K0.00%+2,733+15.3%Added
Whitener Capital Management, Inc.20,557$417.1K0.12%−3,310−13.9%Reduced
Oxford Asset Management LLP20,690$419.8K0.19%−5,650−21.5%Reduced
Plato Investment Management Ltd21,063$428.9K0.03%−4,204−16.6%Reduced
Kentucky Retirement Systems21,205$430.2K0.01%−292−1.4%Reduced
Teza Capital Management LLC21,218$430.5K0.07%−131,004−86.1%Reduced
Prudential PLC21,477$435.8K0.00%+21,477New
Captrust Financial Advisors21,499$436.2K0.00%+21,499New
JustInvest LLC21,888$444.1K0.01%+1,347+6.6%Added
Folger Nolan Fleming Douglas Capital Management, Inc21,945$445.3K0.05%00.0%Unchanged
Wright Investors Service Inc22,049$447.4K0.15%−45,735−67.5%Reduced
Tredje AP-fonden22,508$456.7K0.00%−22,508−50.0%Reduced
Teachers Retirement System of the State of Kentucky22,533$457.0K0.00%00.0%Unchanged
Gulf International Bank (UK) Ltd23,279$472.0K0.01%−794−3.3%Reduced
Penserra Capital Management LLC23,421$474.0K0.01%+7,759+49.5%Added
Colony Group, LLC24,086$488.7K0.00%+12,591+109.5%Added
SlateStone Wealth, LLC24,076$489.0K0.05%−3,500−12.7%Reduced
Elo Mutual Pension Insurance Co24,223$491.5K0.01%−1,106−4.4%Reduced
Park National Corp24,227$491.6K0.02%00.0%Unchanged
Jefferies Financial Group Inc.24,308$493.2K0.01%−7,696−24.0%Reduced
Apollon Wealth Management, LLC24,330$493.7K0.01%+24,330New
Sigma Planning Corp24,383$494.7K0.02%+7,192+41.8%Added
Wolverine Trading, LLC25,393$510.7K0.01%+13,950+121.9%Added
Gen-Wealth Partners Inc25,254$512.4K0.22%+3,007+13.5%Added
Global X Japan Co., Ltd.25,714$521.7K0.07%+7,275+39.5%Added
Oppenheimer & Co Inc26,042$528.4K0.01%−1,132−4.2%Reduced
Cambridge Investment Research Advisors, Inc.26,256$533.0K0.00%−4,739−15.3%Reduced
Farmers & Merchants Trust Co of Long Beach26,464$537.0K0.13%00.0%Unchanged
Oregon Public Employees Retirement Fund26,480$537.3K0.01%+30+0.1%Added
Frank, Rimerman Advisors LLC27,830$564.7K0.04%+27,830New
Dark Forest Capital Management LP27,906$566.2K0.08%−12,007−30.1%Reduced
Public Employees Retirement Association of Colorado28,367$576.0K0.00%00.0%Unchanged
Neuberger Berman Group LLC28,430$576.8K0.00%+10,097+55.1%Added
Gold Investment Management Ltd.28,481$577.9K0.24%+1,333+4.9%Added
Abundance Wealth Counselors28,915$587.0K0.13%−1,519−5.0%Reduced
Mizuho Securities USA LLC29,283$594.2K0.01%+9,274+46.3%Added
Envestnet Portfolio Solutions, Inc.29,829$605.2K0.00%+17,376+139.5%Added
Ashton Thomas Private Wealth, LLC29,437$606.6K0.02%+29,437New