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, Q1 2025
Institutional positions in Franklin Templeton Inc as of Mar 31, 2025. 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
- 563
- +3 vs. Q4 2024
- Shares held
- 283.2M
- +9.24M (+3.4%) vs. Q4 2024
- Total value
- $5.46B
- −$108.2M (−1.9%) vs. Q4 2024
- New holders
- 69
- 232 more added
- Sold out
- 66
- 168 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 49 | $0 | 0.00% | +49 | New |
| Private Wealth Management Group, LLC | 1 | $20 | 0.00% | −92−98.9% | Reduced |
| Y.D. More Investments Ltd | 430 | $22 | 0.00% | +55+14.7% | Added |
| NVWM, LLC | 5 | $96 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $97 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $117 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $135 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $173 | 0.00% | −3,000−99.7% | Reduced |
| HFM Investment Advisors, LLC | 9 | $174 | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 10 | $193 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 12 | $231 | 0.00% | +6+100.0% | Added |
| Abound Wealth Management | 12 | $234 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $250 | 0.00% | −25−65.8% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $279 | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $289 | 0.00% | +5+50.0% | Added |
| SWAN Capital LLC | 20 | $385 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $405 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $498 | 0.00% | −16−38.1% | Reduced |
| Capital A Wealth Management, LLC | 26 | $501 | 0.00% | +11+73.3% | Added |
| Bogart Wealth, LLC | 26 | $501 | 0.00% | +26 | New |
| Rise Advisors, LLC | 38 | $732 | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 39 | $751 | 0.00% | −70−64.2% | Reduced |
| Spire Wealth Management | 41 | $789 | 0.00% | −306−88.2% | Reduced |
| LRI Investments, LLC | 41 | $789 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $809 | 0.00% | −2−4.5% | Reduced |
| Cornerstone Planning Group LLC | 44 | $809 | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 43 | $828 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 45 | $866 | 0.00% | +30+200.0% | Added |
| GW&K Investment Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 45 | $1.00K | 0.00% | +45 | New |
| West Financial Advisors, LLC | 52 | $1.01K | 0.00% | +1+2.0% | Added |
| Raleigh Capital Management Inc. | 56 | $1.08K | 0.00% | −366−86.7% | Reduced |
| True Wealth Design, LLC | 58 | $1.12K | 0.00% | −2,583−97.8% | Reduced |
| CoreCap Advisors, LLC | 64 | $1.23K | 0.00% | −1,174−94.8% | Reduced |
| MV Capital Management, Inc. | 67 | $1.29K | 0.00% | +37+123.3% | Added |
| Bruce G. Allen Investments, LLC | 71 | $1.37K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 71 | $1.37K | 0.00% | +71 | New |
| Sachetta, LLC | 78 | $1.51K | 0.00% | +78 | New |
| Continuum Advisory, LLC | 88 | $1.69K | 0.00% | −32−26.7% | Reduced |
| SOA Wealth Advisors, LLC. | 92 | $1.78K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 95 | $1.83K | 0.00% | +76+400.0% | Added |
| McIlrath & Eck, LLC | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 108 | $2.08K | 0.00% | +108 | New |
| Newbridge Financial Services Group, Inc. | 108 | $2.09K | 0.00% | −285−72.5% | Reduced |
| Saudi Central Bank | 113 | $2.17K | 0.01% | +113 | New |
| Bell Investment Advisors, Inc | 115 | $2.21K | 0.00% | +2+1.8% | Added |
| TFC Financial Management | 116 | $2.23K | 0.00% | +85+274.2% | Added |
| Hemington Wealth Management | 192 | $3.00K | 0.00% | +53+38.1% | Added |
| Capital Advisors, Ltd. LLC | 136 | $3.00K | 0.00% | +136 | New |
| Colonial Trust Co | 162 | $3.12K | 0.00% | −212−56.7% | Reduced |
| Rakuten Securities, Inc. | 167 | $3.21K | 0.00% | −54−24.4% | Reduced |
| South State Corp. | 168 | $3.23K | 0.00% | +168 | New |
| Farmers & Merchants Investments Inc | 191 | $3.68K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $3.85K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $3.85K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 208 | $4.00K | 0.00% | +208 | New |
| CVA Family Office, LLC | 215 | $4.14K | 0.00% | −360−62.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 217 | $4.18K | 0.00% | −76−25.9% | Reduced |
| GWM Advisors LLC | 218 | $4.20K | 0.00% | −1,599−88.0% | Reduced |
| Ronald Blue Trust, Inc. | 230 | $4.43K | 0.00% | +90+64.3% | Added |
| Quent Capital, LLC | 254 | $4.89K | 0.00% | +7+2.8% | Added |
| Addison Advisors LLC | 259 | $4.99K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 281 | $5.41K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $5.60K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $5.78K | 0.00% | +300 | New |
| Richards, Merrill & Peterson, Inc. | 325 | $6.26K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 328 | $6.31K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 340 | $6.54K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 345 | $6.65K | 0.00% | −15−4.2% | Reduced |
| Activest Wealth Management | 346 | $6.66K | 0.00% | +219+172.4% | Added |
| TD Private Client Wealth LLC | 387 | $7.45K | 0.00% | +33+9.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $7.70K | 0.00% | +400 | New |
| Clear Street Markets LLC | 400 | $7.70K | 0.01% | +400 | New |
| Zions Bancorporation, National Association | 405 | $7.80K | 0.00% | +405 | New |
| Consultiva Wealth Management, Corp. | 463 | $8.92K | 0.03% | +8+1.8% | Added |
| Smithfield Trust Co | 484 | $9.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $9.00K | 0.00% | +500 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $9.04K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 486 | $9.36K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 500 | $9.63K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $9.63K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 508 | $9.78K | 0.00% | −1,855−78.5% | Reduced |
| Front Row Advisors LLC | 500 | $9.79K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 533 | $10.0K | 0.00% | +533 | New |
| Versant Capital Management, Inc | 582 | $11.2K | 0.00% | +437+301.4% | Added |
| Ameriflex Group, Inc. | 586 | $11.3K | 0.00% | +235+67.0% | Added |
| Sandy Spring Bank | 600 | $11.6K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 616 | $11.9K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 630 | $12.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 633 | $12.2K | 0.00% | +208+48.9% | Added |
| Atlantic Trust, LLC | 646 | $12.4K | 0.00% | +646 | New |
| Bokf, NA | 651 | $12.5K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 675 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 750 | $14.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 810 | $15.6K | 0.00% | +810 | New |
| Harbor Investment Advisory, LLC | 829 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 850 | $16.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 857 | $16.5K | 0.00% | −784−47.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 950 | $18.3K | 0.00% | 00.0% | Unchanged |