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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 347 | $7.04K | 0.00% | +93+36.6% | Added |
| MAI Capital Management | 340 | $6.90K | 0.00% | +340 | New |
| Legacy Investment Solutions, LLC | 328 | $6.70K | 0.00% | −239−42.2% | Reduced |
| Legacy Wealth Managment, LLC | 328 | $6.70K | 0.00% | −239−42.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 325 | $6.59K | 0.00% | +325 | New |
| Quest 10 Wealth Builders, Inc. | 293 | $5.95K | 0.01% | +293 | New |
| Red Tortoise LLC | 292 | $5.92K | 0.00% | +292 | New |
| Key Financial Inc | 291 | $5.90K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 281 | $5.70K | 0.00% | +281 | New |
| Federated Hermes, Inc. | 270 | $5.48K | 0.00% | −87−24.4% | Reduced |
| Addison Advisors LLC | 259 | $5.26K | 0.00% | −262−50.3% | Reduced |
| Quent Capital, LLC | 247 | $5.01K | 0.00% | +247 | New |
| Rakuten Securities, Inc. | 221 | $4.48K | 0.00% | +206+1,373.3% | Added |
| GHP Investment Advisors, Inc. | 215 | $4.36K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $4.06K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $3.88K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 180 | $3.58K | 0.00% | −1,510−89.3% | Reduced |
| Zions Bancorporation, N.A. | 163 | $3.31K | 0.00% | −107−39.6% | Reduced |
| Lazard Asset Management LLC | 179 | $3.00K | 0.00% | −3,895−95.6% | Reduced |
| Versant Capital Management, Inc | 145 | $2.94K | 0.00% | −93−39.1% | Reduced |
| Ronald Blue Trust, Inc. | 140 | $2.84K | 0.00% | −1,928−93.2% | Reduced |
| Activest Wealth Management | 127 | $2.58K | 0.00% | +6+5.0% | Added |
| Ancora Advisors, LLC | 125 | $2.54K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 120 | $2.44K | 0.00% | −4,765−97.5% | Reduced |
| Bell Investment Advisors, Inc | 113 | $2.29K | 0.00% | +44+63.8% | Added |
| JFS Wealth Advisors, LLC | 109 | $2.21K | 0.00% | −168−60.6% | Reduced |
| West Paces Advisors Inc. | 109 | $2.21K | 0.00% | +109 | New |
| Hallmark Capital Management Inc | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 139 | $2.00K | 0.00% | +17+13.9% | Added |
| Heritage Wealth Advisors | 96 | $1.95K | 0.00% | +17+21.5% | Added |
| Private Wealth Management Group, LLC | 93 | $1.89K | 0.00% | +93 | New |
| SOA Wealth Advisors, LLC. | 92 | $1.87K | 0.00% | −4−4.2% | Reduced |
| R Squared Ltd | 90 | $1.83K | 0.00% | +90 | New |
| Bruce G. Allen Investments, LLC | 71 | $1.44K | 0.00% | −282−79.9% | Reduced |
| Tradewinds Capital Management, LLC | 52 | $1.06K | 0.00% | +52 | New |
| West Financial Advisors, LLC | 51 | $1.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $1.00K | 0.00% | −10−25.0% | Reduced |
| Caitlin John, LLC | 48 | $969 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $893 | 0.00% | −11−20.0% | Reduced |
| Raffa Wealth Management, LLC | 43 | $872 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 42 | $851 | 0.00% | +16+61.5% | Added |
| LRI Investments, LLC | 41 | $832 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $771 | 0.00% | −188−83.2% | Reduced |
| WR Wealth Planners, LLC | 34 | $690 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $629 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $609 | 0.00% | −77−72.0% | Reduced |
| Wolff Wiese Magana LLC | 25 | $508 | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 21 | $427 | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 20 | $406 | 0.00% | −125−86.2% | Reduced |
| SWAN Capital LLC | 20 | $406 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $405 | 0.00% | +20 | New |
| NewSquare Capital LLC | 19 | $386 | 0.00% | +19 | New |
| BOK Financial Private Wealth, Inc. | 18 | $371 | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 15 | $304 | 0.00% | +15 | New |
| Capital A Wealth Management, LLC | 15 | $304 | 0.00% | +15 | New |
| Abound Wealth Management | 12 | $247 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $203 | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $163 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 7 | $142 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 6 | $122 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $102 | 0.00% | −32−86.5% | Reduced |
| Transce3nd, LLC | 3 | $61 | 0.00% | +3 | New |
| Y.D. More Investments Ltd | 375 | $21 | 0.00% | +207+123.2% | Added |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −1,089,487−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −762,369−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −410,823−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −337,663−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −265,900−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −223,412−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −79,469−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −192,846−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −92,162−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −81,410−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −76,238−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −62,254−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −58,844−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −56,100−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −51,500−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −43,090−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −42,746−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −42,310−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −41,570−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −38,832−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −36,069−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −32,001−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −29,217−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,226−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −21,126−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −20,630−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −19,962−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −19,485−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −17,741−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −17,145−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −17,011−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,614−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −16,543−100.0% | Sold out |