Skip to main content

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.

Institutional holdersQ1 2025: 563 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 heldQ1 2025: $5.46B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q4 2024.

Institutions holding BEN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
International Private Wealth Advisors LLC13,581$261.4K0.25%+63+0.5%Added
Truist Financial Corp13,625$262.3K0.00%−23,733−63.5%Reduced
Allspring Global Investments Holdings, LLC13,662$263.8K0.00%−805−5.6%Reduced
M&G Plc13,907$264.2K0.00%00.0%Unchanged
ING Groep NV13,904$267.7K0.00%−980−6.6%Reduced
Federation des caisses Desjardins du Quebec14,193$273.4K0.00%−77−0.5%Reduced
New Mexico Educational Retirement Board14,473$279.0K0.01%−200−1.4%Reduced
Boyar Asset Management Inc.14,498$279.1K0.20%00.0%Unchanged
E. Ohman J:or Asset Management AB14,500$279.1K0.01%00.0%Unchanged
North Star Asset Management Inc14,770$284.3K0.01%−2,200−13.0%Reduced
Commerzbank Aktiengesellschaft14,801$285.0K0.01%+14,801New
LGT Group Foundation14,900$286.8K0.00%00.0%Unchanged
Fifth Third Bancorp14,915$287.1K0.00%+1,702+12.9%Added
Everence Capital Management Inc15,260$294.0K0.02%00.0%Unchanged
Kestra Advisory Services, LLC15,429$297.0K0.00%−179−1.1%Reduced
MML Investors Services, LLC15,520$299.0K0.00%−2,834−15.4%Reduced
Pacer Advisors, Inc.15,810$304.3K0.00%−20,490−56.4%Reduced
Norinchukin Bank, The16,103$310.0K0.01%+2,145+15.4%Added
Hardy Reed LLC16,130$310.5K0.03%−591−3.5%Reduced
Abel Hall, LLC16,158$311.0K0.19%+135+0.8%Added
Rockland Trust Co16,170$311.3K0.02%−2,656−14.1%Reduced
Tower Research Capital LLC (TRC)16,209$312.0K0.01%−14,844−47.8%Reduced
Revisor Wealth Management LLC16,022$313.4K0.14%+16,022New
MBB Public Markets I LLC16,284$313.5K0.04%+16,284New
Verus Capital Partners, LLC16,295$313.7K0.03%+750+4.8%Added
Securian Asset Management, Inc16,372$315.2K0.01%−233−1.4%Reduced
Utah Retirement Systems16,589$319.3K0.00%+1,289+8.4%Added
Louisiana State Employees Retirement System16,700$321.5K0.01%+100+0.6%Added
Grassi Investment Management16,835$324.0K0.03%00.0%Unchanged
IFP Advisors, Inc16,869$324.7K0.01%+332+2.0%Added
Consolidated Portfolio Review Corp17,075$328.7K0.05%+17,075New
Avanza Fonder AB17,000$330.3K0.01%00.0%Unchanged
Matrix Trust Co17,188$331.0K0.06%+5,784+50.7%Added
Cornerstone Wealth Management, LLC17,202$331.1K0.02%+1,802+11.7%Added
Sterling Capital Management LLC17,209$331.3K0.01%+183+1.1%Added
CI Private Wealth, LLC17,231$332.0K0.00%+1,663+10.7%Added
Vident Advisory, LLC17,322$333.5K0.00%+17,322New
Guinness Asset Management LTD17,325$333.5K0.01%−1,132−6.1%Reduced
Associated Banc-Corp17,343$333.9K0.01%−1,004−5.5%Reduced
Hilltop Holdings Inc.17,350$334.0K0.02%+5,365+44.8%Added
Impact Partnership Wealth, LLC17,428$335.5K0.07%+17,428New
AIA Group Ltd17,658$339.9K0.01%+3,483+24.6%Added
CIBC Private Wealth Group, LLC20,448$340.7K0.00%+2,824+16.0%Added
Williams Jones Wealth Management, LLC.18,025$347.0K0.00%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.18,129$349.0K0.18%+18,129New
Code Waechter LLC18,153$349.0K0.29%−24,119−57.1%Reduced
Capital Investment Counsel, Inc18,294$352.2K0.05%+2,000+12.3%Added
Capital Investment Advisory Services, LLC18,365$353.5K0.03%+6,075+49.4%Added
Hartford Investment Management Co18,448$355.1K0.01%−407−2.2%Reduced
First National Trust Co18,880$363.4K0.01%00.0%Unchanged
V-Square Quantitative Management LLC19,079$367.3K0.05%−729−3.7%Reduced
NEOS Investment Management LLC19,648$378.2K0.01%+3,753+23.6%Added
Moloney Securities Asset Management, LLC19,727$379.7K0.05%+4,359+28.4%Added
Silvercrest Asset Management Group LLC19,883$382.7K0.00%00.0%Unchanged
Crossmark Global Holdings, Inc.19,919$383.4K0.01%−408−2.0%Reduced
Metis Global Partners, LLC20,124$387.4K0.01%+2,272+12.7%Added
Wright Investors Service Inc20,262$390.0K0.13%−1,787−8.1%Reduced
Centennial Wealth Advisory LLC20,311$391.0K0.14%+1,463+7.8%Added
Verity Asset Management, Inc.20,421$393.1K0.16%+765+3.9%Added
Ferguson Wellman Capital Management, Inc20,500$394.6K0.01%00.0%Unchanged
JustInvest LLC20,669$397.9K0.01%−1,219−5.6%Reduced
Oppenheimer & Co Inc20,838$401.1K0.01%−5,204−20.0%Reduced
Kentucky Retirement Systems21,130$406.8K0.01%−75−0.4%Reduced
Whitener Capital Management, Inc.21,245$409.0K0.12%+688+3.3%Added
Plato Investment Management Ltd21,063$409.9K0.03%00.0%Unchanged
Folger Nolan Fleming Douglas Capital Management, Inc21,345$410.9K0.05%−600−2.7%Reduced
Prudential PLC21,477$413.4K0.00%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.21,528$414.4K0.02%−14,738−40.6%Reduced
O'Shaughnessy Asset Management, LLC22,119$425.8K0.00%+3,211+17.0%Added
Gateway Investment Advisers LLC22,120$425.8K0.00%+22,120New
Frank, Rimerman Advisors LLC22,163$426.6K0.03%−5,667−20.4%Reduced
Natixis Advisors, L.P.22,439$432.0K0.00%+4,315+23.8%Added
Tredje AP-fonden22,508$433.3K0.00%00.0%Unchanged
Sovran Advisors, LLC25,062$441.3K0.06%+11,167+80.4%Added
Gulf International Bank (UK) Ltd23,279$448.0K0.02%00.0%Unchanged
Park National Corp23,445$451.3K0.02%−782−3.2%Reduced
QRG Capital Management, Inc.23,591$454.1K0.00%−35,968−60.4%Reduced
Teachers Retirement System of the State of Kentucky23,825$458.0K0.00%+1,292+5.7%Added
US Bancorp24,028$462.5K0.00%+3,485+17.0%Added
CSS LLC24,528$472.2K0.03%+6,512+36.1%Added
Mizuho Securities USA LLC24,820$477.8K0.01%−4,463−15.2%Reduced
D.A. Davidson & Co.25,074$482.7K0.00%−6,699−21.1%Reduced
Cambridge Investment Research Advisors, Inc.25,166$484.0K0.00%−1,090−4.2%Reduced
Leonteq Securities AG25,416$488.0K0.04%+13,486+113.0%Added
Penserra Capital Management LLC25,648$493.0K0.01%+2,227+9.5%Added
Gen-Wealth Partners Inc25,972$500.0K0.21%+718+2.8%Added
Woodline Partners LP26,189$504.1K0.00%+7,634+41.1%Added
Farmers & Merchants Trust Co of Long Beach26,464$509.4K0.13%00.0%Unchanged
Atria Investments LLC26,491$510.0K0.01%+14,706+124.8%Added
Oregon Public Employees Retirement Fund26,600$512.0K0.01%+120+0.5%Added
Apollon Wealth Management, LLC27,277$525.1K0.01%+2,947+12.1%Added
SlateStone Wealth, LLC27,426$528.0K0.05%+3,350+13.9%Added
Rakuten Investment Management, Inc.27,732$534.7K0.00%+27,732New
Shepherd Kaplan Krochuk, LLC27,911$537.3K0.46%+27,911New
Public Employees Retirement Association of Colorado28,367$546.0K0.00%00.0%Unchanged
ASR Vermogensbeheer N.V.29,292$563.9K0.01%+29,292New
Global X Japan Co., Ltd.30,138$580.2K0.07%+4,424+17.2%Added
Arrowstreet Capital, Limited Partnership30,537$587.8K0.00%+30,537New
Wealth Enhancement Advisory Services, LLC30,752$592.0K0.00%−18,202−37.2%Reduced
Group One Trading, L.P.30,960$596.0K0.02%+15,475+99.9%Added