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 |
|---|---|---|---|---|---|
| Decker Retirement Planning Inc. | 281 | $5.41K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 259 | $4.99K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 254 | $4.89K | 0.00% | +7+2.8% | Added |
| Ronald Blue Trust, Inc. | 230 | $4.43K | 0.00% | +90+64.3% | Added |
| GWM Advisors LLC | 218 | $4.20K | 0.00% | −1,599−88.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 217 | $4.18K | 0.00% | −76−25.9% | Reduced |
| CVA Family Office, LLC | 215 | $4.14K | 0.00% | −360−62.6% | Reduced |
| Quest Partners LLC | 208 | $4.00K | 0.00% | +208 | New |
| Central Trust Co | 200 | $3.85K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $3.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $3.68K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 168 | $3.23K | 0.00% | +168 | New |
| Rakuten Securities, Inc. | 167 | $3.21K | 0.00% | −54−24.4% | Reduced |
| Colonial Trust Co | 162 | $3.12K | 0.00% | −212−56.7% | Reduced |
| Hemington Wealth Management | 192 | $3.00K | 0.00% | +53+38.1% | Added |
| Capital Advisors, Ltd. LLC | 136 | $3.00K | 0.00% | +136 | New |
| TFC Financial Management | 116 | $2.23K | 0.00% | +85+274.2% | Added |
| Bell Investment Advisors, Inc | 115 | $2.21K | 0.00% | +2+1.8% | Added |
| Saudi Central Bank | 113 | $2.17K | 0.01% | +113 | New |
| Newbridge Financial Services Group, Inc. | 108 | $2.09K | 0.00% | −285−72.5% | Reduced |
| High Note Wealth, LLC | 108 | $2.08K | 0.00% | +108 | New |
| McIlrath & Eck, LLC | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 95 | $1.83K | 0.00% | +76+400.0% | Added |
| SOA Wealth Advisors, LLC. | 92 | $1.78K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 88 | $1.69K | 0.00% | −32−26.7% | Reduced |
| Sachetta, LLC | 78 | $1.51K | 0.00% | +78 | New |
| Bruce G. Allen Investments, LLC | 71 | $1.37K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 71 | $1.37K | 0.00% | +71 | New |
| MV Capital Management, Inc. | 67 | $1.29K | 0.00% | +37+123.3% | Added |
| CoreCap Advisors, LLC | 64 | $1.23K | 0.00% | −1,174−94.8% | Reduced |
| True Wealth Design, LLC | 58 | $1.12K | 0.00% | −2,583−97.8% | Reduced |
| Raleigh Capital Management Inc. | 56 | $1.08K | 0.00% | −366−86.7% | Reduced |
| West Financial Advisors, LLC | 52 | $1.01K | 0.00% | +1+2.0% | Added |
| GW&K Investment Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 45 | $1.00K | 0.00% | +45 | New |
| Global Financial Private Client, LLC | 45 | $866 | 0.00% | +30+200.0% | Added |
| Raffa Wealth Management, LLC | 43 | $828 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $809 | 0.00% | −2−4.5% | Reduced |
| Cornerstone Planning Group LLC | 44 | $809 | 0.00% | +44 | New |
| Spire Wealth Management | 41 | $789 | 0.00% | −306−88.2% | Reduced |
| LRI Investments, LLC | 41 | $789 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $751 | 0.00% | −70−64.2% | Reduced |
| Rise Advisors, LLC | 38 | $732 | 0.00% | +38 | New |
| Capital A Wealth Management, LLC | 26 | $501 | 0.00% | +11+73.3% | Added |
| Bogart Wealth, LLC | 26 | $501 | 0.00% | +26 | New |
| Dunhill Financial, LLC | 26 | $498 | 0.00% | −16−38.1% | Reduced |
| UMA Financial Services, Inc. | 21 | $405 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $385 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $289 | 0.00% | +5+50.0% | Added |
| Principia Wealth Advisory, LLC | 15 | $279 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 13 | $250 | 0.00% | −25−65.8% | Reduced |
| Abound Wealth Management | 12 | $234 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $231 | 0.00% | +6+100.0% | Added |
| Carolinas Wealth Consulting LLC | 10 | $193 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $174 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 9 | $173 | 0.00% | −3,000−99.7% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $135 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $117 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $97 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $96 | 0.00% | +5 | New |
| Y.D. More Investments Ltd | 430 | $22 | 0.00% | +55+14.7% | Added |
| Private Wealth Management Group, LLC | 1 | $20 | 0.00% | −92−98.9% | Reduced |
| Avion Wealth | 49 | $0 | 0.00% | +49 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −786,722−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −190,557−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −184,414−100.0% | Sold out |
| RK Asset Management, LLC | 0 | $0 | 0.00% | −157,533−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −148,750−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −139,177−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −131,783−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −117,481−100.0% | Sold out |
| Kennondale Capital Management LLC | 0 | $0 | 0.00% | −78,525−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −72,223−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −59,654−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −54,509−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −43,017−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −14,297−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −39,573−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −24,308−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −24,223−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −21,499−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −21,218−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −20,690−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,308−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −20,216−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −19,766−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −18,331−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −14,529−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −14,220−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,224−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,150−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −11,628−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −10,769−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,328−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −10,357−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,146−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −10,029−100.0% | Sold out |