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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
Plato Investment Management Ltd21,063$428.9K0.03%−4,204−16.6%Reduced
Oxford Asset Management LLP20,690$419.8K0.19%−5,650−21.5%Reduced
Whitener Capital Management, Inc.20,557$417.1K0.12%−3,310−13.9%Reduced
US Bancorp20,543$416.9K0.00%+2,733+15.3%Added
Ferguson Wellman Capital Management, Inc20,500$415.9K0.01%−15,715−43.4%Reduced
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
Prana Capital Management, LP20,216$410.2K0.02%+5,473+37.1%Added
Silvercrest Asset Management Group LLC19,883$403.4K0.00%−865−4.2%Reduced
V-Square Quantitative Management LLC19,808$401.9K0.06%+1,716+9.5%Added
Macquarie Group Ltd31,768$401.1K0.00%+13,152+70.6%Added
Pallas Capital Advisors LLC19,766$401.1K0.02%+340+1.8%Added
Verity Asset Management, Inc.19,656$398.8K0.22%+2,605+15.3%Added
O'Shaughnessy Asset Management, LLC18,908$383.6K0.00%−5,348−22.0%Reduced
First National Trust Co18,880$383.1K0.01%00.0%Unchanged
Hartford Investment Management Co18,855$382.6K0.01%+31+0.2%Added
Centennial Wealth Advisory LLC18,848$382.4K0.15%+2,720+16.9%Added
Rockland Trust Co18,826$382.0K0.02%00.0%Unchanged
Woodline Partners LP18,555$376.5K0.00%+18,555New
Guinness Asset Management LTD18,457$374.5K0.01%+7,337+66.0%Added
Associated Banc-Corp18,347$372.3K0.01%−1,800−8.9%Reduced
MML Investors Services, LLC18,354$372.0K0.00%+4,897+36.4%Added
Entropy Technologies, LP18,331$371.9K0.04%+18,331New
Natixis Advisors, L.P.18,124$368.0K0.00%+756+4.4%Added
Williams Jones Wealth Management, LLC.18,025$365.7K0.00%00.0%Unchanged
CSS LLC18,016$365.5K0.02%+18,016New
Metis Global Partners, LLC17,852$362.2K0.01%−616−3.3%Reduced
Clifford Swan Investment Counsel LLC17,790$361.0K0.01%−1,141−6.0%Reduced
CIBC Private Wealth Group, LLC17,624$349.0K0.00%−1,456−7.6%Reduced
Sterling Capital Management LLC17,026$345.5K0.00%+6,162+56.7%Added
Avanza Fonder AB17,000$344.9K0.01%+17,000New
North Star Asset Management Inc16,970$344.3K0.02%+1,600+10.4%Added
XTX Topco Ltd16,950$343.9K0.03%−4,086−19.4%Reduced
Brevan Howard Capital Management LP16,882$342.5K0.01%−31,142−64.8%Reduced
Grassi Investment Management16,835$342.0K0.03%00.0%Unchanged
Hardy Reed LLC16,721$339.3K0.03%+591+3.7%Added
Securian Asset Management, Inc16,605$336.9K0.01%−392−2.3%Reduced
Louisiana State Employees Retirement System16,600$336.8K0.01%−800−4.6%Reduced
IFP Advisors, Inc16,537$335.5K0.01%−993−5.7%Reduced
Capital Investment Counsel, Inc16,294$330.6K0.05%−2,400−12.8%Reduced
Maryland State Retirement & Pension System16,285$330.4K0.01%00.0%Unchanged
Abel Hall, LLC16,023$325.1K0.21%−33−0.2%Reduced
NEOS Investment Management LLC15,895$322.5K0.01%+3,731+30.7%Added
Stephens Inc15,745$319.5K0.00%+99+0.6%Added
Kestra Advisory Services, LLC15,608$316.7K0.00%−2,664−14.6%Reduced
CI Private Wealth, LLC15,568$315.4K0.00%+1,929+14.1%Added
Verus Capital Partners, LLC15,545$315.4K0.03%−1,450−8.5%Reduced
Inlight Wealth Management, LLC15,537$315.2K0.21%+15,537New
Group One Trading, L.P.15,485$314.2K0.01%+15,485New
Cornerstone Wealth Management, LLC15,400$312.5K0.02%+3,750+32.2%Added
Moloney Securities Asset Management, LLC15,368$311.8K0.04%+1,784+13.1%Added
Utah Retirement Systems15,300$310.4K0.00%00.0%Unchanged
Everence Capital Management Inc15,260$310.0K0.02%−30,300−66.5%Reduced
Steel Peak Wealth Management LLC14,689$302.7K0.01%+14,689New
LGT Group Foundation14,900$302.3K0.00%−350−2.3%Reduced
ING Groep NV14,884$302.0K0.00%+14,884New
Herold Advisors, Inc.14,750$299.3K0.07%−4,000−21.3%Reduced
New Mexico Educational Retirement Board14,673$298.0K0.01%00.0%Unchanged
Perennial Advisors, LLC14,529$294.8K0.06%+14,529New
E. Ohman J:or Asset Management AB14,500$294.2K0.01%00.0%Unchanged
Boyar Asset Management Inc.14,498$294.2K0.19%−2,273−13.6%Reduced
Allspring Global Investments Holdings, LLC14,467$291.4K0.00%−534−3.6%Reduced
Federation des caisses Desjardins du Quebec14,270$289.2K0.00%−95,438−87.0%Reduced
IMC-Chicago, LLC14,220$288.5K0.01%−92,112−86.6%Reduced
AIA Group Ltd14,175$287.6K0.01%+1,893+15.4%Added
Journey Advisory Group, LLC12,744$284.8K0.03%00.0%Unchanged
Norinchukin Bank, The13,958$283.2K0.01%+1,217+9.6%Added
M&G Plc13,907$278.1K0.00%00.0%Unchanged
International Private Wealth Advisors LLC13,518$274.3K0.27%+646+5.0%Added
Sovran Advisors, LLC13,895$269.7K0.04%+13,895New
Fifth Third Bancorp13,213$268.1K0.00%−2,147−14.0%Reduced
Intech Investment Management LLC12,674$257.2K0.00%+1,305+11.5%Added
Thrivent Financial for Lutherans12,648$257.0K0.00%+50.0%Added
Moody National Bank Trust Division12,611$255.9K0.03%+1,438+12.9%Added
Capital Investment Advisory Services, LLC12,290$249.4K0.02%+1,450+13.4%Added
SBI Securities Co., Ltd.12,236$248.3K0.01%+12,236New
Scientech Research LLC12,224$248.0K0.07%−25,327−67.4%Reduced
Gsa Capital Partners LLP12,150$247.0K0.02%−9,525−43.9%Reduced
Tokio Marine Asset Management Co Ltd12,067$244.8K0.01%00.0%Unchanged
Hilltop Holdings Inc.11,985$243.2K0.02%+11,985New
Brown Brothers Harriman & Co11,950$242.5K0.00%−6,495−35.2%Reduced
Leonteq Securities AG11,930$242.1K0.02%−5,137−30.1%Reduced
Atria Investments LLC11,785$239.1K0.00%+11,785New
Savvy Advisors, Inc.11,698$237.4K0.03%+69+0.6%Added
Voleon Capital Management LP11,628$235.9K0.02%+11,628New
Kayne Anderson Rudnick Investment Management LLC11,615$235.7K0.00%00.0%Unchanged
FreeGulliver LLC11,400$231.3K0.12%+11,400New
Matrix Trust Co11,404$231.0K0.04%+9,966+693.0%Added
United Community Bank11,375$230.8K0.09%+475+4.4%Added
Schwarz Dygos Wheeler Investment Advisors LLC11,191$227.1K0.06%00.0%Unchanged
Farther Finance Advisors, LLC11,136$225.9K0.01%+117+1.1%Added
Northwestern Mutual Wealth Management Co11,062$224.4K0.00%−1,063−8.8%Reduced
Burke & Herbert Bank & Trust Co11,050$224.2K0.05%00.0%Unchanged
Occudo Quantitative Strategies LP11,010$223.4K0.04%+11,010New
Boston Trust Walden Corp11,000$223.2K0.00%00.0%Unchanged
Aviva PLC10,944$222.1K0.00%−170−1.5%Reduced
Rothschild Investment LLC10,935$221.9K0.01%+5,445+99.2%Added
Foster & Motley Inc10,769$218.0K0.01%−4,936−31.4%Reduced
Angeles Wealth Management, LLC10,483$212.7K0.02%−31−0.3%Reduced
Manske Wealth Management10,338$209.8K0.08%+10,338New