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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
Schroder Investment Management Group30,555$614.5K0.00%−1,863−5.7%Reduced
Lombard Odier Asset Management (Switzerland) SA30,831$625.6K0.05%−2,339−7.1%Reduced
Tower Research Capital LLC (TRC)31,053$630.1K0.01%−6,968−18.3%Reduced
Creative Planning31,134$631.7K0.00%+15,810+103.2%Added
D.A. Davidson & Co.31,773$644.7K0.01%−4,516−12.4%Reduced
Nordea Investment Management AB32,269$654.7K0.00%−4,303−11.8%Reduced
Ameritas Investment Partners, Inc.32,787$665.2K0.02%−2,277−6.5%Reduced
State of Alaska, Department of Revenue35,227$714.0K0.01%+230+0.7%Added
Stratos Wealth Partners, LTD.35,268$715.6K0.01%+24,883+239.6%Added
Hennion & Walsh Asset Management, Inc.36,266$735.8K0.03%−6,840−15.9%Reduced
Pacer Advisors, Inc.36,300$736.5K0.00%+14,842+69.2%Added
Elevated Capital Advisors, LLC36,306$736.7K0.20%+3,862+11.9%Added
Kestra Investment Management, LLC36,791$746.5K0.03%+18,903+105.7%Added
Change Path, LLC36,793$746.5K0.02%−8,435−18.6%Reduced
Mutual of America Capital Management LLC37,014$751.0K0.01%−983−2.6%Reduced
Truist Financial Corp37,358$758.0K0.00%+3,669+10.9%Added
Ironwood Investment Counsel, LLC37,496$760.8K0.13%+1,034+2.8%Added
Daiwa Securities Group Inc.38,866$789.0K0.00%+3,060+8.5%Added
Campbell & CO Investment Adviser LLC39,573$802.9K0.06%+28,787+266.9%Added
Kentucky Retirement Systems Insurance Trust Fund14,297$825.0K0.14%+14,297New
Bank of Nova Scotia41,096$833.8K0.00%+2,448+6.3%Added
FMR LLC41,465$841.3K0.00%+1,787+4.5%Added
Police & Firemen's Retirement System of New Jersey41,902$850.2K0.01%+41,902New
Code Waechter LLC42,272$857.7K0.75%−4,184−9.0%Reduced
Tiaa Trust, National Association43,000$872.5K0.00%+110.0%Added
Fox Run Management, L.L.C.43,017$872.8K0.16%+13,562+46.0%Added
Nissay Asset Management Corp42,335$874.6K0.01%+1,398+3.4%Added
Xponance, Inc.43,687$886.4K0.01%+497+1.2%Added
Donald L. Hagan, LLC44,043$893.6K0.46%+44,043New
Independent Advisor Alliance44,922$911.5K0.01%−26,540−37.1%Reduced
ARGA Investment Management, LP46,598$945.5K0.03%00.0%Unchanged
Schonfeld Strategic Advisors LLC46,941$952.4K0.01%−200,116−81.0%Reduced
Janus Henderson Group PLC47,544$964.4K0.00%+708+1.5%Added
CIBC World Markets Corp47,806$970.0K0.01%−10,867−18.5%Reduced
Weaver C. Barksdale & Associates, Inc.47,803$970.7K0.93%−1,204−2.5%Reduced
Mork Capital Management, LLC48,400$982.0K0.65%+48,400New
Wealth Enhancement Advisory Services, LLC48,954$993.3K0.00%+15,758+47.5%Added
Skandinaviska Enskilda Banken AB (publ)49,545$996.4K0.00%00.0%Unchanged
Nomura Holdings Inc52,725$1.07M0.01%+37,463+245.5%Added
Lansforsakringar Fondforvaltning AB (publ)53,030$1.08M0.01%+53,030New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.53,557$1.09M0.00%+9,431+21.4%Added
DnB Asset Management AS54,311$1.10M0.00%−176,207−76.4%Reduced
Trexquant Investment LP54,509$1.11M0.01%−424,983−88.6%Reduced
Auxier Asset Management54,627$1.11M0.17%−2,096−3.7%Reduced
Zurich Insurance Group Ltd54,700$1.11M0.01%00.0%Unchanged
Mariner, LLC54,764$1.11M0.00%+20,905+61.7%Added
British Columbia Investment Management Corp55,082$1.12M0.01%+6,747+14.0%Added
Poehling Capital Management, LLC55,573$1.13M0.28%−52,632−48.6%Reduced
Symphony Financial, Ltd. Co.58,020$1.15M0.18%+26,982+86.9%Added
IFM Investors Pty Ltd57,523$1.17M0.01%−4,916−7.9%Reduced
Amalgamated Bank58,501$1.19M0.01%−1,235−2.1%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group58,961$1.20M0.70%+1,140+2.0%Added
QRG Capital Management, Inc.59,559$1.21M0.01%+6,364+12.0%Added
Inceptionr LLC59,654$1.21M0.27%+59,654New
CIBC Asset Management Inc59,818$1.21M0.00%+1,615+2.8%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund62,494$1.27M0.01%−59,559−48.8%Reduced
SG Americas Securities, LLC62,492$1.27M0.01%+30,415+94.8%Added
Pathstone Holdings, LLC62,528$1.27M0.01%+13,339+27.1%Added
Candriam Luxembourg S.C.A.63,504$1.29M0.01%00.0%Unchanged
Korea Investment CORP63,747$1.29M0.00%−72,100−53.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys65,695$1.33M0.01%−1,477−2.2%Reduced
Retirement Systems of Alabama66,895$1.36M0.01%−549−0.8%Reduced
Czech National Bank67,001$1.36M0.01%+4,143+6.6%Added
Omers Administration Corp68,936$1.40M0.01%−34,187−33.2%Reduced
Ethic Inc.69,089$1.40M0.03%+8,686+14.4%Added
Handelsbanken Fonder AB69,300$1.41M0.01%+42,742+160.9%Added
S&CO Inc69,745$1.42M0.10%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.70,771$1.44M0.02%−1,717−2.4%Reduced
Walleye Capital LLC72,223$1.47M0.01%+21,156+41.4%Added
Corebridge Financial, Inc.72,991$1.48M0.01%−3,446−4.5%Reduced
DekaBank Deutsche Girozentrale72,275$1.49M0.00%00.0%Unchanged
Nisa Investment Advisors, LLC72,386$1.49M0.01%−6,400−8.1%Reduced
New York Life Investment Management LLC73,894$1.50M0.01%−2,709−3.5%Reduced
Benjamin Edwards Inc76,029$1.54M0.02%+3,522+4.9%Added
UniSuper Management Pty Ltd76,317$1.55M0.01%+8,115+11.9%Added
Mirae Asset Global Investments Co., Ltd.77,046$1.59M0.01%+25,414+49.2%Added
Kennondale Capital Management LLC78,525$1.59M1.72%+78,525New
Walleye Trading LLC78,841$1.60M0.03%+78,841New
Icon Wealth Advisors, LLC80,000$1.62M0.13%+29,200+57.5%Added
Public Sector Pension Investment Board80,192$1.63M0.01%+26,241+48.6%Added
AIMZ Investment Advisors, LLC80,656$1.64M0.57%−8,146−9.2%Reduced
MetLife Investment Management81,351$1.65M0.01%+1,533+1.9%Added
Comerica Bank81,967$1.66M0.01%+7,627+10.3%Added
Arizona State Retirement System83,549$1.70M0.01%+651+0.8%Added
Advisor Group Holdings, Inc.83,658$1.70M0.00%+23,873+39.9%Added
STRS Ohio86,000$1.74M0.01%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd86,565$1.76M0.02%−1,080−1.2%Reduced
Guggenheim Capital LLC88,298$1.79M0.01%+5,550+6.7%Added
Cetera Investment Advisers88,511$1.80M0.00%−166,976−65.4%Reduced
American Century Companies Inc88,685$1.80M0.00%+1,294+1.5%Added
Axq Capital, LP89,028$1.81M0.81%+20,704+30.3%Added
Redwood Investment Management, LLC89,643$1.82M0.18%−6,251−6.5%Reduced
Maltese Capital Management LLC90,000$1.83M0.28%+90,000New
Alexander Randolph Advisory, Inc.90,216$1.83M1.70%−1,360−1.5%Reduced
State of Michigan Retirement System91,095$1.85M0.01%+1,000+1.1%Added
The PNC Financial Services Group, Inc.93,789$1.90M0.00%+24,204+34.8%Added
PEAK6 LLC95,714$1.94M0.08%+95,714New
Green Square Capital Advisors LLC96,557$1.96M0.28%+96,557New
Alaska Permanent Fund Corp96,632$1.96M0.03%00.0%Unchanged
Quantinno Capital Management LP97,001$1.97M0.02%+70,739+269.4%Added