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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 10,328 | $209.6K | 0.01% | −269−2.5% | Reduced |
| Sanctuary Advisors, LLC | 10,357 | $208.7K | 0.00% | −5,684−35.4% | Reduced |
| Sowell Financial Services LLC | 10,146 | $205.9K | 0.01% | +10,146 | New |
| ORG Wealth Partners, LLC | 10,047 | $203.8K | 0.06% | +3,747+59.5% | Added |
| Keybank National Association | 10,029 | $203.5K | 0.00% | +10,029 | New |
| Paragon Capital Management Ltd | 9,889 | $200.7K | 0.04% | −125−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 9,869 | $200.2K | 0.00% | +9,869 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,810 | $199.0K | 0.00% | +30+0.3% | Added |
| Bessemer Group Inc | 8,789 | $177.0K | 0.00% | +510+6.2% | Added |
| Covestor Ltd | 8,595 | $174.0K | 0.11% | +1,180+15.9% | Added |
| Whittier Trust Co of Nevada Inc | 8,300 | $168.3K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,155 | $165.5K | 0.01% | −336−4.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,136 | $165.0K | 0.00% | +8,136 | New |
| Indiana Trust & Investment Management CO | 8,119 | $164.7K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,559 | $153.4K | 0.01% | +725+10.6% | Added |
| Capital Analysts, LLC | 7,514 | $152.0K | 0.01% | +1,250+20.0% | Added |
| Capstone Investment Advisors, LLC | 7,382 | $149.8K | 0.00% | −5,644−43.3% | Reduced |
| Storebrand Asset Management AS | 7,172 | $145.5K | 0.00% | −13,366−65.1% | Reduced |
| Parallel Advisors, LLC | 7,030 | $142.7K | 0.00% | +1,898+37.0% | Added |
| Vestcor Inc | 6,907 | $140.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,179 | $125.4K | 0.00% | +341+5.8% | Added |
| Allworth Financial LP | 6,307 | $125.3K | 0.00% | +2,855+82.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,000 | $121.7K | 0.00% | −18−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,663 | $114.9K | 0.01% | −8,021−58.6% | Reduced |
| West Oak Capital, LLC | 4,880 | $99.0K | 0.04% | −2,400−33.0% | Reduced |
| Geneos Wealth Management Inc. | 4,686 | $95.1K | 0.00% | −1,226−20.7% | Reduced |
| Exchange Traded Concepts, LLC | 4,622 | $93.8K | 0.00% | −452−8.9% | Reduced |
| MUFG Securities Americas Inc. | 4,562 | $92.6K | 0.01% | +4,562 | New |
| South Dakota Investment Council | 4,242 | $86.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,219 | $85.6K | 0.00% | +34+0.8% | Added |
| ORG Partners LLC | 3,476 | $70.5K | 0.01% | +65+1.9% | Added |
| Simplex Trading, LLC | 3,328 | $67.0K | 0.00% | +3,328 | New |
| Hexagon Capital Partners LLC | 3,023 | $61.3K | 0.01% | +132+4.6% | 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 |
| Jones Financial Companies LLLP | 2,937 | $59.6K | 0.00% | +1,147+64.1% | Added |
| Global Retirement Partners, LLC | 2,901 | $58.9K | 0.00% | −1,653−36.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,813 | $57.1K | 0.00% | +2,813 | New |
| Creative Financial Designs Inc | 2,659 | $54.0K | 0.00% | −1,293−32.7% | Reduced |
| True Wealth Design, LLC | 2,641 | $53.6K | 0.02% | +5+0.2% | Added |
| Anchor Investment Management, LLC | 2,620 | $53.2K | 0.00% | +16+0.6% | Added |
| Harbour Investments, Inc. | 2,383 | $48.4K | 0.00% | +190+8.7% | Added |
| Umb Bank N A | 2,363 | $47.9K | 0.00% | −563−19.2% | Reduced |
| Private Trust Co NA | 2,115 | $42.9K | 0.00% | −2,338−52.5% | 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 |
| Quadrant Capital Group LLC | 1,992 | $40.4K | 0.00% | −1,209−37.8% | Reduced |
| Principal Securities, Inc. | 1,957 | $39.7K | 0.00% | +1,661+561.1% | Added |
| Signaturefd, LLC | 1,860 | $37.7K | 0.00% | −317−14.6% | Reduced |
| GWM Advisors LLC | 1,817 | $36.9K | 0.00% | −246−11.9% | Reduced |
| Skopos Labs, Inc. | 1,761 | $35.7K | 0.01% | −186−9.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,735 | $35.2K | 0.00% | −2,010−53.7% | Reduced |
| Assetmark, Inc | 1,711 | $34.7K | 0.00% | −587−25.5% | Reduced |
| Lindbrook Capital, LLC | 1,692 | $34.3K | 0.00% | +354+26.5% | Added |
| Headlands Technologies LLC | 1,661 | $33.7K | 0.00% | +1,661 | New |
| 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 |
| Trust Co of Vermont | 1,500 | $30.4K | 0.00% | −8−0.5% | Reduced |
| Larson Financial Group LLC | 1,464 | $29.7K | 0.00% | −315−17.7% | Reduced |
| Investors Research Corp | 1,400 | $28.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,355 | $27.3K | 0.00% | +72+5.6% | Added |
| GeoWealth Management, LLC | 1,261 | $25.6K | 0.00% | +981+350.4% | Added |
| CoreCap Advisors, LLC | 1,238 | $25.1K | 0.00% | +737+147.1% | Added |
| Deseret Mutual Benefit Administrators | 1,237 | $25.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,200 | $24.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,157 | $23.5K | 0.00% | +259+28.8% | Added |
| Roxbury Financial LLC | 1,029 | $23.4K | 0.02% | +1,029 | New |
| Manchester Capital Management LLC | 1,113 | $22.6K | 0.00% | +721+183.9% | Added |
| Peoples Bank | 1,000 | $20.3K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 950 | $19.3K | 0.00% | +950 | New |
| S.A. Mason LLC | 920 | $18.7K | 0.01% | +920 | New |
| Huntington National Bank | 864 | $17.5K | 0.00% | −292−25.3% | Reduced |
| Fortitude Family Office, LLC | 850 | $17.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 829 | $16.8K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 750 | $15.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 728 | $14.8K | 0.00% | +197+37.1% | Added |
| Global Trust Asset Management, LLC | 675 | $13.7K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 630 | $12.8K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 616 | $12.5K | 0.00% | +616 | New |
| Bokf, NA | 651 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 600 | $12.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 594 | $12.1K | 0.00% | +594 | New |
| CVA Family Office, LLC | 575 | $11.7K | 0.00% | +550+2,200.0% | Added |
| Front Row Advisors LLC | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $10.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 486 | $9.86K | 0.01% | +486 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $9.52K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 455 | $9.25K | 0.05% | +6+1.3% | Added |
| Holos Integrated Wealth LLC | 451 | $9.15K | 0.01% | +451 | New |
| Massmutual Trust Co FSB | 425 | $8.62K | 0.00% | −451−51.5% | Reduced |
| Raleigh Capital Management Inc. | 422 | $8.57K | 0.00% | +318+305.8% | Added |
| Main Street Group, LTD | 402 | $8.16K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 393 | $7.97K | 0.00% | +393 | New |
| Ameriflex Group, Inc. | 351 | $7.81K | 0.00% | +351 | New |
| Colonial Trust Co | 374 | $7.59K | 0.00% | +326+679.2% | Added |
| First Horizon Advisors, Inc. | 360 | $7.30K | 0.00% | +350+3,500.0% | Added |
| TD Private Client Wealth LLC | 354 | $7.18K | 0.00% | −162−31.4% | Reduced |