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
Northwestern Mutual Investment Management Company, LLC9,860$189.8K0.00%+50+0.5%Added
Neo Ivy Capital Management9,674$186.2K0.06%+9,674New
PEAK6 LLC8,930$171.9K0.01%−86,784−90.7%Reduced
SBI Securities Co., Ltd.8,633$166.2K0.01%−3,603−29.4%Reduced
Exchange Traded Concepts, LLC8,553$164.6K0.00%+3,931+85.0%Added
Quadrant Capital Group LLC8,435$162.4K0.01%+6,443+323.4%Added
Natixis8,278$158.3K0.00%+8,278New
Indiana Trust & Investment Management CO8,119$156.3K0.06%00.0%Unchanged
Ostrum Asset Management7,947$153.0K0.01%−208−2.6%Reduced
AlphaCore Capital LLC7,816$153.0K0.01%+7,816New
Whittier Trust Co of Nevada Inc7,800$150.2K0.00%−500−6.0%Reduced
GAMMA Investing LLC7,785$149.9K0.01%+226+3.0%Added
ORG Wealth Partners, LLC7,718$149.0K0.05%−2,329−23.2%Reduced
Allworth Financial LP7,340$137.6K0.00%+1,033+16.4%Added
BI Asset Management Fondsmaeglerselskab A/S7,018$135.0K0.00%−1,118−13.7%Reduced
Jones Financial Companies LLLP6,976$134.5K0.00%+4,039+137.5%Added
Vestcor Inc6,907$133.0K0.00%00.0%Unchanged
Capital Analysts, LLC6,750$130.0K0.00%−764−10.2%Reduced
Lindbrook Capital, LLC6,730$129.6K0.01%+5,038+297.8%Added
Bryn Mawr Trust Co5,940$114.3K0.00%−239−3.9%Reduced
Parallel Advisors, LLC5,659$108.9K0.00%−1,371−19.5%Reduced
MUFG Securities Americas Inc.5,487$105.6K0.01%+925+20.3%Added
Covestor Ltd5,104$98.0K0.07%−3,491−40.6%Reduced
Coldstream Capital Management Inc4,989$96.0K0.00%+4,989New
West Oak Capital, LLC4,880$93.9K0.04%00.0%Unchanged
Horizon Investments, LLC4,519$87.0K0.00%+300+7.1%Added
Walleye Trading LLC4,495$86.5K0.00%−74,346−94.3%Reduced
South Dakota Investment Council4,242$82.0K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,910$75.3K0.00%+3,910New
Private Trust Co NA3,802$73.2K0.01%+1,687+79.8%Added
Storebrand Asset Management AS3,746$72.1K0.00%−3,426−47.8%Reduced
ORG Partners LLC212$68.3K0.02%−3,264−93.9%Reduced
GPS Wealth Strategies Group, LLC3,443$66.3K0.01%−2,220−39.2%Reduced
Siemens Fonds Invest GmbH3,251$62.6K0.00%+3,251New
Hexagon Capital Partners LLC3,230$62.2K0.01%+207+6.8%Added
Inlight Wealth Management, LLC3,179$61.2K0.04%−12,358−79.5%Reduced
Skopos Labs, Inc.3,139$60.4K0.01%+1,378+78.3%Added
Caldwell Trust Co3,009$57.9K0.01%00.0%Unchanged
Harbour Investments, Inc.2,859$55.0K0.00%+476+20.0%Added
Creative Financial Designs Inc2,603$50.1K0.00%−56−2.1%Reduced
Signaturefd, LLC2,592$49.9K0.00%+732+39.4%Added
Geneos Wealth Management Inc.2,484$47.8K0.00%−2,202−47.0%Reduced
Contravisory Investment Management, Inc.2,400$46.2K0.01%+2,400New
Tompkins Financial Corp2,250$43.3K0.00%+250+12.5%Added
Principal Securities, Inc.1,957$39.7K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.2,000$38.5K0.02%00.0%Unchanged
Huntington National Bank1,829$35.2K0.00%+965+111.7%Added
Steward Partners Investment Advisory, LLC1,749$33.7K0.00%+14+0.8%Added
Manchester Capital Management LLC1,668$32.1K0.00%+555+49.9%Added
Anchor Investment Management, LLC1,639$31.5K0.00%−981−37.4%Reduced
Assetmark, Inc1,541$29.7K0.00%−170−9.9%Reduced
Ci Investments Inc.1,506$29.0K0.00%−110−6.8%Reduced
Trust Co of Vermont1,500$28.9K0.00%00.0%Unchanged
Investors Research Corp1,400$26.9K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC1,392$26.8K0.00%+664+91.2%Added
Mather Group, LLC.1,328$25.6K0.00%−620,887−99.8%Reduced
Deseret Mutual Benefit Administrators1,237$23.8K0.01%00.0%Unchanged
Washington Trust Co1,200$23.1K0.00%00.0%Unchanged
S.A. Mason LLC1,175$22.6K0.01%+255+27.7%Added
Parkside Financial Bank & Trust1,008$19.4K0.00%−149−12.9%Reduced
Peoples Bank1,000$19.3K0.01%00.0%Unchanged
Larson Financial Group LLC991$19.1K0.00%−473−32.3%Reduced
CX Institutional979$19.0K0.00%+979New
Beaird Harris Wealth Management, LLC950$18.3K0.00%00.0%Unchanged
Smartleaf Asset Management LLC857$16.5K0.00%−784−47.8%Reduced
Fortitude Family Office, LLC850$16.4K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC829$16.0K0.00%00.0%Unchanged
Park Place Capital Corp810$15.6K0.00%+810New
Pension & Wealth Management Advisors, Inc.750$14.4K0.01%00.0%Unchanged
Global Trust Asset Management, LLC675$13.0K0.01%00.0%Unchanged
Bokf, NA651$12.5K0.00%00.0%Unchanged
Atlantic Trust, LLC646$12.4K0.00%+646New
Massmutual Trust Co FSB633$12.2K0.00%+208+48.9%Added
Aspect Partners, LLC630$12.1K0.01%00.0%Unchanged
Generali Asset Management SPA SGR616$11.9K0.00%00.0%Unchanged
Sandy Spring Bank600$11.6K0.00%00.0%Unchanged
Ameriflex Group, Inc.586$11.3K0.00%+235+67.0%Added
Versant Capital Management, Inc582$11.2K0.00%+437+301.4%Added
Hazlett, Burt & Watson, Inc.500$10.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph533$10.0K0.00%+533New
Front Row Advisors LLC500$9.79K0.00%00.0%Unchanged
Umb Bank N A508$9.78K0.00%−1,855−78.5%Reduced
Eastern Bank500$9.63K0.00%00.0%Unchanged
Whittier Trust Co500$9.63K0.00%00.0%Unchanged
Millstone Evans Group, LLC486$9.36K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt463$9.04K0.00%00.0%Unchanged
Smithfield Trust Co484$9.00K0.00%00.0%Unchanged
NBC Securities, Inc.500$9.00K0.00%+500New
Consultiva Wealth Management, Corp.463$8.92K0.03%+8+1.8%Added
Zions Bancorporation, National Association405$7.80K0.00%+405New
Thurston, Springer, Miller, Herd & Titak, Inc.400$7.70K0.00%+400New
Clear Street Markets LLC400$7.70K0.01%+400New
TD Private Client Wealth LLC387$7.45K0.00%+33+9.3%Added
Activest Wealth Management346$6.66K0.00%+219+172.4%Added
First Horizon Advisors, Inc.345$6.65K0.00%−15−4.2%Reduced
MAI Capital Management340$6.54K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC328$6.31K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.325$6.26K0.00%00.0%Unchanged
Alpine Bank Wealth Management300$5.78K0.00%+300New
Key Financial Inc291$5.60K0.00%00.0%Unchanged