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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 21,130 | $406.8K | 0.01% | −75−0.4% | Reduced |
| Oppenheimer & Co Inc | 20,838 | $401.1K | 0.01% | −5,204−20.0% | Reduced |
| JustInvest LLC | 20,669 | $397.9K | 0.01% | −1,219−5.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,500 | $394.6K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 20,421 | $393.1K | 0.16% | +765+3.9% | Added |
| Centennial Wealth Advisory LLC | 20,311 | $391.0K | 0.14% | +1,463+7.8% | Added |
| Wright Investors Service Inc | 20,262 | $390.0K | 0.13% | −1,787−8.1% | Reduced |
| Metis Global Partners, LLC | 20,124 | $387.4K | 0.01% | +2,272+12.7% | Added |
| Crossmark Global Holdings, Inc. | 19,919 | $383.4K | 0.01% | −408−2.0% | Reduced |
| Silvercrest Asset Management Group LLC | 19,883 | $382.7K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 19,727 | $379.7K | 0.05% | +4,359+28.4% | Added |
| NEOS Investment Management LLC | 19,648 | $378.2K | 0.01% | +3,753+23.6% | Added |
| V-Square Quantitative Management LLC | 19,079 | $367.3K | 0.05% | −729−3.7% | Reduced |
| First National Trust Co | 18,880 | $363.4K | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 18,448 | $355.1K | 0.01% | −407−2.2% | Reduced |
| Capital Investment Advisory Services, LLC | 18,365 | $353.5K | 0.03% | +6,075+49.4% | Added |
| Capital Investment Counsel, Inc | 18,294 | $352.2K | 0.05% | +2,000+12.3% | Added |
| Code Waechter LLC | 18,153 | $349.0K | 0.29% | −24,119−57.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 18,129 | $349.0K | 0.18% | +18,129 | New |
| Williams Jones Wealth Management, LLC. | 18,025 | $347.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,448 | $340.7K | 0.00% | +2,824+16.0% | Added |
| AIA Group Ltd | 17,658 | $339.9K | 0.01% | +3,483+24.6% | Added |
| Impact Partnership Wealth, LLC | 17,428 | $335.5K | 0.07% | +17,428 | New |
| Hilltop Holdings Inc. | 17,350 | $334.0K | 0.02% | +5,365+44.8% | Added |
| Associated Banc-Corp | 17,343 | $333.9K | 0.01% | −1,004−5.5% | Reduced |
| Guinness Asset Management LTD | 17,325 | $333.5K | 0.01% | −1,132−6.1% | Reduced |
| Vident Advisory, LLC | 17,322 | $333.5K | 0.00% | +17,322 | New |
| CI Private Wealth, LLC | 17,231 | $332.0K | 0.00% | +1,663+10.7% | Added |
| Sterling Capital Management LLC | 17,209 | $331.3K | 0.01% | +183+1.1% | Added |
| Cornerstone Wealth Management, LLC | 17,202 | $331.1K | 0.02% | +1,802+11.7% | Added |
| Matrix Trust Co | 17,188 | $331.0K | 0.06% | +5,784+50.7% | Added |
| Avanza Fonder AB | 17,000 | $330.3K | 0.01% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 17,075 | $328.7K | 0.05% | +17,075 | New |
| IFP Advisors, Inc | 16,869 | $324.7K | 0.01% | +332+2.0% | Added |
| Grassi Investment Management | 16,835 | $324.0K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 16,700 | $321.5K | 0.01% | +100+0.6% | Added |
| Utah Retirement Systems | 16,589 | $319.3K | 0.00% | +1,289+8.4% | Added |
| Securian Asset Management, Inc | 16,372 | $315.2K | 0.01% | −233−1.4% | Reduced |
| Verus Capital Partners, LLC | 16,295 | $313.7K | 0.03% | +750+4.8% | Added |
| MBB Public Markets I LLC | 16,284 | $313.5K | 0.04% | +16,284 | New |
| Revisor Wealth Management LLC | 16,022 | $313.4K | 0.14% | +16,022 | New |
| Tower Research Capital LLC (TRC) | 16,209 | $312.0K | 0.01% | −14,844−47.8% | Reduced |
| Rockland Trust Co | 16,170 | $311.3K | 0.02% | −2,656−14.1% | Reduced |
| Abel Hall, LLC | 16,158 | $311.0K | 0.19% | +135+0.8% | Added |
| Hardy Reed LLC | 16,130 | $310.5K | 0.03% | −591−3.5% | Reduced |
| Norinchukin Bank, The | 16,103 | $310.0K | 0.01% | +2,145+15.4% | Added |
| Pacer Advisors, Inc. | 15,810 | $304.3K | 0.00% | −20,490−56.4% | Reduced |
| MML Investors Services, LLC | 15,520 | $299.0K | 0.00% | −2,834−15.4% | Reduced |
| Kestra Advisory Services, LLC | 15,429 | $297.0K | 0.00% | −179−1.1% | Reduced |
| Everence Capital Management Inc | 15,260 | $294.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14,915 | $287.1K | 0.00% | +1,702+12.9% | Added |
| LGT Group Foundation | 14,900 | $286.8K | 0.00% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 14,801 | $285.0K | 0.01% | +14,801 | New |
| North Star Asset Management Inc | 14,770 | $284.3K | 0.01% | −2,200−13.0% | Reduced |
| E. Ohman J:or Asset Management AB | 14,500 | $279.1K | 0.01% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 14,498 | $279.1K | 0.20% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 14,473 | $279.0K | 0.01% | −200−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,193 | $273.4K | 0.00% | −77−0.5% | Reduced |
| ING Groep NV | 13,904 | $267.7K | 0.00% | −980−6.6% | Reduced |
| M&G Plc | 13,907 | $264.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 13,662 | $263.8K | 0.00% | −805−5.6% | Reduced |
| Truist Financial Corp | 13,625 | $262.3K | 0.00% | −23,733−63.5% | Reduced |
| International Private Wealth Advisors LLC | 13,581 | $261.4K | 0.25% | +63+0.5% | Added |
| Steel Peak Wealth Management LLC | 13,252 | $259.3K | 0.01% | −1,437−9.8% | Reduced |
| Ossiam | 13,371 | $257.4K | 0.00% | +13,371 | New |
| Clifford Swan Investment Counsel LLC | 13,321 | $256.4K | 0.01% | −4,469−25.1% | Reduced |
| Maryland State Retirement & Pension System | 13,318 | $256.4K | 0.01% | −2,967−18.2% | Reduced |
| LifeWealth Investments, LLC | 13,211 | $254.3K | 0.06% | +13,211 | New |
| Rockefeller Capital Management L.P. | 13,071 | $251.6K | 0.00% | +13,071 | New |
| Clare Market Investments LLC | 12,900 | $248.3K | 0.07% | +12,900 | New |
| Envestnet Portfolio Solutions, Inc. | 12,883 | $248.0K | 0.00% | −16,946−56.8% | Reduced |
| Journey Advisory Group, LLC | 12,744 | $245.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,687 | $245.0K | 0.01% | +1,551+13.9% | Added |
| Thrivent Financial for Lutherans | 12,685 | $244.0K | 0.00% | +37+0.3% | Added |
| Intech Investment Management LLC | 12,674 | $244.0K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 12,611 | $242.8K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,459 | $239.8K | 0.01% | −20,328−62.0% | Reduced |
| United Community Bank | 12,350 | $237.7K | 0.09% | +975+8.6% | Added |
| Prentice Wealth Management LLC | 12,149 | $233.9K | 0.07% | +12,149 | New |
| Brown Brothers Harriman & Co | 12,146 | $233.8K | 0.00% | +196+1.6% | Added |
| Tokio Marine Asset Management Co Ltd | 12,067 | $232.3K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 11,930 | $229.7K | 0.02% | +232+2.0% | Added |
| We Are One Seven, LLC | 11,655 | $224.4K | 0.01% | +11,655 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $223.6K | 0.00% | 00.0% | Unchanged |
| FreeGulliver LLC | 11,414 | $219.7K | 0.11% | +14+0.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,191 | $215.4K | 0.05% | 00.0% | Unchanged |
| Colony Group, LLC | 11,130 | $214.3K | 0.00% | −12,956−53.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,050 | $212.7K | 0.05% | 00.0% | Unchanged |
| Aviva PLC | 11,009 | $211.9K | 0.00% | +65+0.6% | Added |
| Boston Trust Walden Corp | 11,000 | $211.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10,765 | $207.0K | 0.00% | +1,976+22.5% | Added |
| Empirical Finance, LLC | 10,641 | $204.8K | 0.01% | +10,641 | New |
| Angeles Wealth Management, LLC | 10,630 | $204.6K | 0.02% | +147+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 10,574 | $203.5K | 0.00% | −488−4.4% | Reduced |
| Concurrent Investment Advisors, LLC | 10,548 | $203.1K | 0.00% | +10,548 | New |
| Manske Wealth Management | 10,438 | $200.9K | 0.08% | +100+1.0% | Added |
| Rothschild Investment LLC | 10,370 | $199.6K | 0.01% | −565−5.2% | Reduced |
| Freestone Capital Holdings, LLC | 10,176 | $195.9K | 0.01% | −178,351−94.6% | Reduced |
| Paragon Capital Management Ltd | 10,050 | $193.5K | 0.04% | +161+1.6% | Added |
| Maple Capital Management, Inc. | 10,000 | $192.5K | 0.01% | +10,000 | New |