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 |
|---|---|---|---|---|---|
| CX Institutional | 979 | $19.0K | 0.00% | +979 | New |
| Larson Financial Group LLC | 991 | $19.1K | 0.00% | −473−32.3% | Reduced |
| Peoples Bank | 1,000 | $19.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,008 | $19.4K | 0.00% | −149−12.9% | Reduced |
| S.A. Mason LLC | 1,175 | $22.6K | 0.01% | +255+27.7% | Added |
| Washington Trust Co | 1,200 | $23.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,237 | $23.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,328 | $25.6K | 0.00% | −620,887−99.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,392 | $26.8K | 0.00% | +664+91.2% | Added |
| Investors Research Corp | 1,400 | $26.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $28.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,506 | $29.0K | 0.00% | −110−6.8% | Reduced |
| Assetmark, Inc | 1,541 | $29.7K | 0.00% | −170−9.9% | Reduced |
| Anchor Investment Management, LLC | 1,639 | $31.5K | 0.00% | −981−37.4% | Reduced |
| Manchester Capital Management LLC | 1,668 | $32.1K | 0.00% | +555+49.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,749 | $33.7K | 0.00% | +14+0.8% | Added |
| Huntington National Bank | 1,829 | $35.2K | 0.00% | +965+111.7% | Added |
| Caldwell Sutter Capital, Inc. | 2,000 | $38.5K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,957 | $39.7K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,250 | $43.3K | 0.00% | +250+12.5% | Added |
| Contravisory Investment Management, Inc. | 2,400 | $46.2K | 0.01% | +2,400 | New |
| Geneos Wealth Management Inc. | 2,484 | $47.8K | 0.00% | −2,202−47.0% | Reduced |
| Signaturefd, LLC | 2,592 | $49.9K | 0.00% | +732+39.4% | Added |
| Creative Financial Designs Inc | 2,603 | $50.1K | 0.00% | −56−2.1% | Reduced |
| Harbour Investments, Inc. | 2,859 | $55.0K | 0.00% | +476+20.0% | Added |
| Caldwell Trust Co | 3,009 | $57.9K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,139 | $60.4K | 0.01% | +1,378+78.3% | Added |
| Inlight Wealth Management, LLC | 3,179 | $61.2K | 0.04% | −12,358−79.5% | Reduced |
| Hexagon Capital Partners LLC | 3,230 | $62.2K | 0.01% | +207+6.8% | Added |
| Siemens Fonds Invest GmbH | 3,251 | $62.6K | 0.00% | +3,251 | New |
| GPS Wealth Strategies Group, LLC | 3,443 | $66.3K | 0.01% | −2,220−39.2% | Reduced |
| ORG Partners LLC | 212 | $68.3K | 0.02% | −3,264−93.9% | Reduced |
| Storebrand Asset Management AS | 3,746 | $72.1K | 0.00% | −3,426−47.8% | Reduced |
| Private Trust Co NA | 3,802 | $73.2K | 0.01% | +1,687+79.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,910 | $75.3K | 0.00% | +3,910 | New |
| South Dakota Investment Council | 4,242 | $82.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,495 | $86.5K | 0.00% | −74,346−94.3% | Reduced |
| Horizon Investments, LLC | 4,519 | $87.0K | 0.00% | +300+7.1% | Added |
| West Oak Capital, LLC | 4,880 | $93.9K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,989 | $96.0K | 0.00% | +4,989 | New |
| Covestor Ltd | 5,104 | $98.0K | 0.07% | −3,491−40.6% | Reduced |
| MUFG Securities Americas Inc. | 5,487 | $105.6K | 0.01% | +925+20.3% | Added |
| Parallel Advisors, LLC | 5,659 | $108.9K | 0.00% | −1,371−19.5% | Reduced |
| Bryn Mawr Trust Co | 5,940 | $114.3K | 0.00% | −239−3.9% | Reduced |
| Lindbrook Capital, LLC | 6,730 | $129.6K | 0.01% | +5,038+297.8% | Added |
| Capital Analysts, LLC | 6,750 | $130.0K | 0.00% | −764−10.2% | Reduced |
| Vestcor Inc | 6,907 | $133.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,976 | $134.5K | 0.00% | +4,039+137.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,018 | $135.0K | 0.00% | −1,118−13.7% | Reduced |
| Allworth Financial LP | 7,340 | $137.6K | 0.00% | +1,033+16.4% | Added |
| ORG Wealth Partners, LLC | 7,718 | $149.0K | 0.05% | −2,329−23.2% | Reduced |
| GAMMA Investing LLC | 7,785 | $149.9K | 0.01% | +226+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 7,800 | $150.2K | 0.00% | −500−6.0% | Reduced |
| AlphaCore Capital LLC | 7,816 | $153.0K | 0.01% | +7,816 | New |
| Ostrum Asset Management | 7,947 | $153.0K | 0.01% | −208−2.6% | Reduced |
| Indiana Trust & Investment Management CO | 8,119 | $156.3K | 0.06% | 00.0% | Unchanged |
| Natixis | 8,278 | $158.3K | 0.00% | +8,278 | New |
| Quadrant Capital Group LLC | 8,435 | $162.4K | 0.01% | +6,443+323.4% | Added |
| Exchange Traded Concepts, LLC | 8,553 | $164.6K | 0.00% | +3,931+85.0% | Added |
| SBI Securities Co., Ltd. | 8,633 | $166.2K | 0.01% | −3,603−29.4% | Reduced |
| PEAK6 LLC | 8,930 | $171.9K | 0.01% | −86,784−90.7% | Reduced |
| Neo Ivy Capital Management | 9,674 | $186.2K | 0.06% | +9,674 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,860 | $189.8K | 0.00% | +50+0.5% | Added |
| Maple Capital Management, Inc. | 10,000 | $192.5K | 0.01% | +10,000 | New |
| Paragon Capital Management Ltd | 10,050 | $193.5K | 0.04% | +161+1.6% | Added |
| Freestone Capital Holdings, LLC | 10,176 | $195.9K | 0.01% | −178,351−94.6% | Reduced |
| Rothschild Investment LLC | 10,370 | $199.6K | 0.01% | −565−5.2% | Reduced |
| Manske Wealth Management | 10,438 | $200.9K | 0.08% | +100+1.0% | Added |
| Concurrent Investment Advisors, LLC | 10,548 | $203.1K | 0.00% | +10,548 | New |
| Northwestern Mutual Wealth Management Co | 10,574 | $203.5K | 0.00% | −488−4.4% | Reduced |
| Angeles Wealth Management, LLC | 10,630 | $204.6K | 0.02% | +147+1.4% | Added |
| Empirical Finance, LLC | 10,641 | $204.8K | 0.01% | +10,641 | New |
| Bessemer Group Inc | 10,765 | $207.0K | 0.00% | +1,976+22.5% | Added |
| Boston Trust Walden Corp | 11,000 | $211.8K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 11,009 | $211.9K | 0.00% | +65+0.6% | Added |
| Burke & Herbert Bank & Trust Co | 11,050 | $212.7K | 0.05% | 00.0% | Unchanged |
| Colony Group, LLC | 11,130 | $214.3K | 0.00% | −12,956−53.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,191 | $215.4K | 0.05% | 00.0% | Unchanged |
| FreeGulliver LLC | 11,414 | $219.7K | 0.11% | +14+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $223.6K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,655 | $224.4K | 0.01% | +11,655 | New |
| Savvy Advisors, Inc. | 11,930 | $229.7K | 0.02% | +232+2.0% | Added |
| Tokio Marine Asset Management Co Ltd | 12,067 | $232.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,146 | $233.8K | 0.00% | +196+1.6% | Added |
| Prentice Wealth Management LLC | 12,149 | $233.9K | 0.07% | +12,149 | New |
| United Community Bank | 12,350 | $237.7K | 0.09% | +975+8.6% | Added |
| Ameritas Investment Partners, Inc. | 12,459 | $239.8K | 0.01% | −20,328−62.0% | Reduced |
| Moody National Bank Trust Division | 12,611 | $242.8K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,674 | $244.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,685 | $244.0K | 0.00% | +37+0.3% | Added |
| Farther Finance Advisors, LLC | 12,687 | $245.0K | 0.01% | +1,551+13.9% | Added |
| Journey Advisory Group, LLC | 12,744 | $245.3K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,883 | $248.0K | 0.00% | −16,946−56.8% | Reduced |
| Clare Market Investments LLC | 12,900 | $248.3K | 0.07% | +12,900 | New |
| Rockefeller Capital Management L.P. | 13,071 | $251.6K | 0.00% | +13,071 | New |
| LifeWealth Investments, LLC | 13,211 | $254.3K | 0.06% | +13,211 | New |
| Maryland State Retirement & Pension System | 13,318 | $256.4K | 0.01% | −2,967−18.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 13,321 | $256.4K | 0.01% | −4,469−25.1% | Reduced |
| Ossiam | 13,371 | $257.4K | 0.00% | +13,371 | New |
| Steel Peak Wealth Management LLC | 13,252 | $259.3K | 0.01% | −1,437−9.8% | Reduced |