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, Q2 2025
Institutional positions in Franklin Templeton Inc as of Jun 30, 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
- 567
- +9 vs. Q1 2025
- Shares held
- 284.1M
- +1.05M (+0.4%) vs. Q1 2025
- Total value
- $6.77B
- +$1.31B (+24.1%) vs. Q1 2025
- New holders
- 93
- 184 more added
- Sold out
- 84
- 215 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 28 | $0 | 0.00% | −21−42.9% | Reduced |
| Y.D. More Investments Ltd | 280 | $20 | 0.00% | −150−34.9% | Reduced |
| Stephens Consulting, LLC | 1 | $24 | 0.00% | +1 | New |
| NVWM, LLC | 5 | $119 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $167 | 0.00% | −5−41.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 7 | $167 | 0.00% | −2−22.2% | Reduced |
| Private Wealth Management Group, LLC | 7 | $167 | 0.00% | +6+600.0% | Added |
| Jefferies Financial Group Inc. | 7 | $167 | 0.00% | +7 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $191 | 0.00% | +8 | New |
| Ameritas Advisory Services, LLC | 10 | $239 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $246 | 0.00% | −16−61.5% | Reduced |
| Quaker Wealth Management, LLC | 12 | $287 | 0.00% | +12 | New |
| American Capital Advisory, LLC | 12 | $287 | 0.00% | +12 | New |
| Abound Wealth Management | 12 | $290 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 13 | $310 | 0.00% | +6+85.7% | Added |
| SWAN Capital LLC | 20 | $477 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $477 | 0.00% | +5+33.3% | Added |
| UMA Financial Services, Inc. | 21 | $501 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $507 | 0.00% | +21 | New |
| HFM Investment Advisors, LLC | 23 | $549 | 0.00% | +14+155.6% | Added |
| Bruce G. Allen Investments, LLC | 31 | $739 | 0.00% | −40−56.3% | Reduced |
| AdvisorNet Financial, Inc | 33 | $787 | 0.00% | +20+153.8% | Added |
| TFC Financial Management | 36 | $859 | 0.00% | −80−69.0% | Reduced |
| MV Capital Management, Inc. | 36 | $859 | 0.00% | −31−46.3% | Reduced |
| Rise Advisors, LLC | 38 | $906 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $954 | 0.00% | +35+700.0% | Added |
| Kilter Group LLC | 40 | $954 | 0.00% | +40 | New |
| LRI Investments, LLC | 41 | $978 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 41 | $978 | 0.00% | +41 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34 | $1.00K | 0.00% | −38,460−99.9% | Reduced |
| Raffa Wealth Management, LLC | 43 | $1.03K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 47 | $1.12K | 0.00% | +47 | New |
| Rialto Wealth Management, LLC | 47 | $1.12K | 0.00% | +47 | New |
| TD Waterhouse Canada Inc. | 50 | $1.22K | 0.00% | +50 | New |
| West Financial Advisors, LLC | 53 | $1.27K | 0.00% | +1+1.9% | Added |
| Principia Wealth Advisory, LLC | 56 | $1.34K | 0.00% | +41+273.3% | Added |
| DiNuzzo Private Wealth, Inc. | 58 | $1.38K | 0.00% | +16+38.1% | Added |
| Howard Hughes Medical Institute | 66 | $1.57K | 0.00% | +66 | New |
| Sachetta, LLC | 68 | $1.62K | 0.00% | −10−12.8% | Reduced |
| Cornerstone Planning Group LLC | 67 | $1.69K | 0.00% | +23+52.3% | Added |
| Beacon Capital Management, LLC | 72 | $1.72K | 0.00% | +1+1.4% | Added |
| CVA Family Office, LLC | 85 | $2.03K | 0.00% | −130−60.5% | Reduced |
| True Wealth Design, LLC | 86 | $2.05K | 0.00% | +28+48.3% | Added |
| SOA Wealth Advisors, LLC. | 92 | $2.20K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 109 | $2.60K | 0.00% | −121−52.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 110 | $2.63K | 0.00% | +2+1.9% | Added |
| Bell Investment Advisors, Inc | 117 | $2.79K | 0.00% | +2+1.7% | Added |
| South State Corp. | 126 | $3.01K | 0.00% | −42−25.0% | Reduced |
| Fortitude Family Office, LLC | 127 | $3.03K | 0.00% | −723−85.1% | Reduced |
| Neo Ivy Capital Management | 139 | $3.31K | 0.00% | −9,535−98.6% | Reduced |
| Clark Wealth Partners | 157 | $3.74K | 0.00% | +157 | New |
| Activest Wealth Management | 192 | $4.58K | 0.00% | −154−44.5% | Reduced |
| Central Trust Co | 200 | $4.77K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.77K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 201 | $4.79K | 0.00% | −307−60.4% | Reduced |
| Clear Street Markets LLC | 208 | $4.96K | 0.00% | −192−48.0% | Reduced |
| Farmers & Merchants Investments Inc | 215 | $5.13K | 0.00% | +24+12.6% | Added |
| Quest 10 Wealth Builders, Inc. | 217 | $5.17K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 229 | $5.46K | 0.00% | −116−33.6% | Reduced |
| Bogart Wealth, LLC | 239 | $5.70K | 0.00% | +213+819.2% | Added |
| Clearstead Advisors, LLC | 245 | $5.84K | 0.00% | +245 | New |
| Tompkins Financial Corp | 250 | $5.96K | 0.00% | −2,000−88.9% | Reduced |
| Ogorek Anthony Joseph | 289 | $6.00K | 0.00% | −244−45.8% | Reduced |
| Quest Partners LLC | 258 | $6.15K | 0.00% | +50+24.0% | Added |
| Addison Advisors LLC | 259 | $6.18K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 264 | $6.30K | 0.00% | +264 | New |
| Decker Retirement Planning Inc. | 281 | $6.70K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $6.94K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $7.16K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 300 | $7.16K | 0.01% | +300 | New |
| Legacy Wealth Managment, LLC | 328 | $7.82K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 328 | $7.82K | 0.00% | +328 | New |
| JFS Wealth Advisors, LLC | 342 | $8.16K | 0.00% | +303+776.9% | Added |
| Massmutual Trust Co FSB | 349 | $8.32K | 0.00% | −284−44.9% | Reduced |
| MCF Advisors LLC | 366 | $8.85K | 0.00% | +366 | New |
| Hantz Financial Services, Inc. | 397 | $9.00K | 0.00% | +352+782.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $9.54K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 417 | $9.93K | 0.00% | −440−51.3% | Reduced |
| NBC Securities, Inc. | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 494 | $11.0K | 0.00% | +302+157.3% | Added |
| Millstone Evans Group, LLC | 486 | $11.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 510 | $12.3K | 0.01% | +510 | New |
| Capital Advisors, Ltd. LLC | 531 | $13.0K | 0.00% | +395+290.4% | Added |
| Atlantic Trust, LLC | 567 | $13.5K | 0.00% | −79−12.2% | Reduced |
| EverSource Wealth Advisors, LLC | 573 | $13.7K | 0.00% | −819−58.8% | Reduced |
| Ameriflex Group, Inc. | 586 | $13.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 600 | $14.3K | 0.00% | +600 | New |
| Trust Co of Toledo NA | 600 | $14.3K | 0.00% | +600 | New |
| Harbor Investment Advisory, LLC | 604 | $14.4K | 0.00% | −225−27.1% | Reduced |
| Generali Asset Management SPA SGR | 616 | $14.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 650 | $15.5K | 0.01% | +483+289.2% | Added |
| Bokf, NA | 651 | $15.5K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 675 | $16.1K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 632 | $16.2K | 0.01% | +632 | New |
| TD Private Client Wealth LLC | 685 | $16.3K | 0.00% | +298+77.0% | Added |