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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
Citigroup Inc486,806$9.37M0.01%+88,727+22.3%Added
Cerity Partners LLC496,289$9.55M0.02%−69,482−12.3%Reduced
Commonwealth Equity Services, LLC502,523$9.67M0.01%+24,695+5.2%Added
Raymond James Financial Inc532,698$10.3M0.00%−32,810−5.8%Reduced
Sound Income Strategies, LLC554,085$10.7M0.63%+10,210+1.9%Added
Victory Capital Management Inc568,795$10.9M0.01%−29,336−4.9%Reduced
Foundation Resource Management Inc575,466$11.1M1.75%+3,087+0.5%Added
Janney Montgomery Scott LLC599,512$11.5M0.03%+64,252+12.0%Added
Greenwich Wealth Management LLC600,419$11.6M0.87%−1,627−0.3%Reduced
ExodusPoint Capital Management, LP646,245$12.4M0.16%+110,857+20.7%Added
AE Wealth Management LLC650,888$12.5M0.11%+15,229+2.4%Added
Renaissance Technologies LLC673,097$13.0M0.02%+180,856+36.7%Added
Rhumbline Advisers679,667$13.1M0.01%+152,941+29.0%Added
AustralianSuper Pty Ltd680,905$13.1M0.07%00.0%Unchanged
California State Teachers Retirement System705,586$13.6M0.02%−23,487−3.2%Reduced
Allianz Asset Management GmbH717,406$13.8M0.02%−20,478−2.8%Reduced
BNP Paribas Arbitrage, SA720,459$13.9M0.01%+71,647+11.0%Added
Nuveen, LLC720,951$13.9M0.00%+720,951New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.799,005$15.4M0.01%+84,049+11.8%Added
Meiji Yasuda Asset Management Co Ltd.822,244$15.8M0.64%+328,800+66.6%Added
Swiss Life Asset Management Ltd839,136$16.2M0.12%+12,243+1.5%Added
Royal Bank of Canada847,679$16.3M0.00%+91,958+12.2%Added
Sumitomo Mitsui Trust Holdings, Inc.851,654$16.4M0.01%+7,732+0.9%Added
Franklin Resources Inc901,591$17.4M0.01%−8,643−0.9%Reduced
AQR Capital Management LLC971,449$18.4M0.02%−2,062,287−68.0%Reduced
JPMorgan Chase & Co1,114,795$21.5M0.00%+407,265+57.6%Added
Bank of America Corp1,155,396$22.2M0.00%+557,603+93.3%Added
Kettle Hill Capital Management, LLC1,187,274$22.9M6.27%+185,534+18.5%Added
HSBC Holdings PLC1,237,497$23.8M0.02%−615,017−33.2%Reduced
Legal & General Group Plc1,340,420$25.8M0.01%+22,188+1.7%Added
Gallagher Fiduciary Advisors, LLC1,499,805$28.9M0.95%+1,499,805New
Grantham, Mayo, Van Otterloo & Co. LLC1,519,784$29.3M0.09%+1,640+0.1%Added
Barclays PLC1,554,788$29.9M0.01%+74,873+5.1%Added
Millennium Management LLC1,685,121$32.4M0.03%+50,434+3.1%Added
Bank of New York Mellon Corp1,710,449$32.9M0.01%+3,559+0.2%Added
LPL Financial LLC1,889,160$36.4M0.01%+371,562+24.5%Added
Two Sigma Investments, LP1,941,028$37.4M0.08%−994,264−33.9%Reduced
Deutsche Bank AG1,948,399$37.5M0.01%+60,941+3.2%Added
Nomura Asset Management Co Ltd1,958,124$37.7M0.12%−68,526−3.4%Reduced
UBS Asset Management Americas Inc2,077,880$40.0M0.01%+166,681+8.7%Added
First Trust Advisors LP2,282,881$43.9M0.04%−4,155,982−64.5%Reduced
Kopernik Global Investors, LLC2,435,982$46.9M4.86%+1,227,145+101.5%Added
CBOE Vest Financial, LLC2,728,878$52.5M0.82%−194,521−6.7%Reduced
Verition Fund Management LLC2,799,164$53.9M0.31%+2,562,916+1,084.8%Added
Norges Bank2,877,889$55.4M0.01%+232,467+8.8%Added
Voloridge Investment Management, LLC3,047,050$58.7M0.22%−96,413−3.1%Reduced
Charles Schwab Investment Management Inc3,156,407$60.8M0.01%+58,428+1.9%Added
Two Sigma Advisers, LP3,315,000$63.8M0.14%−216,700−6.1%Reduced
UBS Group AG3,323,466$64.0M0.01%+1,010,643+43.7%Added
Northern Trust Corp3,392,081$65.3M0.01%+305,736+9.9%Added
Amundi3,778,910$72.0M0.03%+26,584+0.7%Added
Marshall Wace, LLP4,591,885$88.4M0.12%+4,306,292+1,507.8%Added
Morgan Stanley5,048,505$97.2M0.01%−80,665−1.6%Reduced
Evergreen Quality Fund GP, Ltd.5,237,650$100.8M3.77%+2,607,460+99.1%Added
Goldman Sachs Group Inc6,957,475$133.9M0.03%−265,909−3.7%Reduced
Dimensional Fund Advisors LP7,223,369$139.0M0.03%+1,220,419+20.3%Added
Geode Capital Management, LLC7,784,597$149.8M0.01%+480,898+6.6%Added
ProShare Advisors LLC8,579,709$165.2M0.37%−824,166−8.8%Reduced
Invesco Ltd.11,985,065$230.7M0.04%+263,619+2.2%Added
State Street Corp23,051,352$450.9M0.02%+1,117,451+5.1%Added
BlackRock, Inc.30,324,116$583.7M0.01%+360,103+1.2%Added
Power Corp of Canada31,557,117$607.5M100.00%00.0%Unchanged
Vanguard Group Inc37,799,515$727.6M0.01%+83,706+0.2%Added
Proequities, Inc.0$00.00%−180−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−786,722−100.0%Sold out
Jane Street Group, LLC0$00.00%−190,557−100.0%Sold out
Capital Fund Management S.A.0$00.00%−184,414−100.0%Sold out
RK Asset Management, LLC0$00.00%−157,533−100.0%Sold out
Ieq Capital, LLC0$00.00%−148,750−100.0%Sold out
Wealthfront Advisers LLC0$00.00%−139,177−100.0%Sold out
Abc Arbitrage SA0$00.00%−131,783−100.0%Sold out
AMF Pensionsforsakring AB0$00.00%−117,481−100.0%Sold out
Kennondale Capital Management LLC0$00.00%−78,525−100.0%Sold out
Walleye Capital LLC0$00.00%−72,223−100.0%Sold out
Inceptionr LLC0$00.00%−59,654−100.0%Sold out
Trexquant Investment LP0$00.00%−54,509−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−43,017−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−14,297−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−39,573−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−24,308−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−24,223−100.0%Sold out
Captrust Financial Advisors0$00.00%−21,499−100.0%Sold out
Teza Capital Management LLC0$00.00%−21,218−100.0%Sold out
Oxford Asset Management LLP0$00.00%−20,690−100.0%Sold out
Virtu Financial LLC0$00.00%−20,308−100.0%Sold out
Prana Capital Management, LP0$00.00%−20,216−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−19,766−100.0%Sold out
Entropy Technologies, LP0$00.00%−18,331−100.0%Sold out
Herold Advisors, Inc.0$00.00%−14,750−100.0%Sold out
Perennial Advisors, LLC0$00.00%−14,529−100.0%Sold out
IMC-Chicago, LLC0$00.00%−14,220−100.0%Sold out
Scientech Research LLC0$00.00%−12,224−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−12,150−100.0%Sold out
Voleon Capital Management LP0$00.00%−11,628−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−11,010−100.0%Sold out
Foster & Motley Inc0$00.00%−10,769−100.0%Sold out
PFG Investments, LLC0$00.00%−10,328−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−10,357−100.0%Sold out
Sowell Financial Services LLC0$00.00%−10,146−100.0%Sold out
Keybank National Association0$00.00%−10,029−100.0%Sold out