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
Integrated Wealth Concepts LLC0$00.00%−9,869−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−7,382−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−6,000−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−2,813−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,661−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−1,355−100.0%Sold out
GeoWealth Management, LLC0$00.00%−1,261−100.0%Sold out
Roxbury Financial LLC0$00.00%−1,029−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−594−100.0%Sold out
Holos Integrated Wealth LLC0$00.00%−451−100.0%Sold out
Main Street Group, LTD0$00.00%−402−100.0%Sold out
Red Tortoise LLC0$00.00%−292−100.0%Sold out
Federated Hermes, Inc.0$00.00%−270−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−215−100.0%Sold out
Lazard Asset Management LLC0$00.00%−179−100.0%Sold out
Ancora Advisors, LLC0$00.00%−125−100.0%Sold out
West Paces Advisors Inc.0$00.00%−109−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−100−100.0%Sold out
Hara Capital LLC0$00.00%−100−100.0%Sold out
Heritage Wealth Advisors0$00.00%−96−100.0%Sold out
R Squared Ltd0$00.00%−90−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−52−100.0%Sold out
Caitlin John, LLC0$00.00%−48−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−25−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−20−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−20−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−18−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−8−100.0%Sold out
Transce3nd, LLC0$00.00%−3−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Global Retirement Partners, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
WR Wealth Planners, LLC––––Not filed