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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 735 | $17.5K | 0.01% | −4,145−84.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 750 | $17.9K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 793 | $19.0K | 0.01% | +793 | New |
| Huntington National Bank | 865 | $20.6K | 0.00% | −964−52.7% | Reduced |
| NewSquare Capital LLC | 906 | $21.6K | 0.00% | +811+853.7% | Added |
| MUFG Securities EMEA plc | 913 | $21.8K | 0.00% | +913 | New |
| Larson Financial Group LLC | 926 | $22.1K | 0.00% | −65−6.6% | Reduced |
| CoreCap Advisors, LLC | 1,000 | $23.9K | 0.00% | +936+1,462.5% | Added |
| Skopos Labs, Inc. | 1,012 | $24.1K | 0.00% | −2,127−67.8% | Reduced |
| Point72 Hong Kong Ltd | 1,057 | $25.2K | 0.00% | +1,057 | New |
| Parkside Financial Bank & Trust | 1,074 | $25.6K | 0.00% | +66+6.5% | Added |
| MAI Capital Management | 1,077 | $25.7K | 0.00% | +737+216.8% | Added |
| Versant Capital Management, Inc | 1,113 | $26.5K | 0.00% | +531+91.2% | Added |
| Zions Bancorporation, National Association | 1,138 | $27.1K | 0.00% | +733+181.0% | Added |
| Total Investment Management Inc | 1,143 | $27.3K | 0.00% | +1,143 | New |
| Anchor Investment Management, LLC | 1,160 | $27.7K | 0.00% | −479−29.2% | Reduced |
| S.A. Mason LLC | 1,175 | $28.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,237 | $29.5K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 1,283 | $30.6K | 0.09% | +820+177.1% | Added |
| Capital A Wealth Management, LLC | 1,032 | $30.7K | 0.35% | +1,006+3,869.2% | Added |
| Investors Research Corp | 1,400 | $33.4K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,416 | $34.0K | 0.00% | −90−6.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,550 | $37.0K | 0.00% | +600+63.2% | Added |
| Manchester Capital Management LLC | 1,574 | $37.5K | 0.00% | −94−5.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,660 | $39.6K | 0.01% | +1,660 | New |
| Caldwell Sutter Capital, Inc. | 2,000 | $47.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,149 | $51.2K | 0.00% | −454−17.4% | Reduced |
| Storebrand Asset Management AS | 2,215 | $52.8K | 0.00% | −1,531−40.9% | Reduced |
| Group One Trading, L.P. | 2,400 | $57.2K | 0.00% | −28,560−92.2% | Reduced |
| Contravisory Investment Management, Inc. | 2,400 | $57.2K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,768 | $66.0K | 0.00% | −4,250−60.6% | Reduced |
| Assetmark, Inc | 2,777 | $66.2K | 0.00% | +1,236+80.2% | Added |
| Harbour Investments, Inc. | 2,852 | $68.0K | 0.00% | −7−0.2% | Reduced |
| AlphaCore Capital LLC | 2,920 | $69.6K | 0.00% | −4,896−62.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,992 | $71.4K | 0.01% | −451−13.1% | Reduced |
| Caldwell Trust Co | 3,009 | $71.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,028 | $72.2K | 0.00% | +1,071+54.7% | Added |
| Ameritas Investment Partners, Inc. | 3,133 | $74.7K | 0.00% | −9,326−74.9% | Reduced |
| Geneos Wealth Management Inc. | 3,284 | $78.3K | 0.00% | +800+32.2% | Added |
| CX Institutional | 3,379 | $81.0K | 0.00% | +2,400+245.1% | Added |
| ORG Partners LLC | 106 | $88.9K | 0.02% | −106−50.0% | Reduced |
| Private Trust Co NA | 3,773 | $90.0K | 0.01% | −29−0.8% | Reduced |
| Signaturefd, LLC | 3,938 | $93.9K | 0.00% | +1,346+51.9% | Added |
| South Dakota Investment Council | 4,242 | $101.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,530 | $108.0K | 0.00% | −1,410−23.7% | Reduced |
| Horizon Investments, LLC | 4,875 | $116.3K | 0.00% | +356+7.9% | Added |
| Covestor Ltd | 5,226 | $125.0K | 0.07% | +122+2.4% | Added |
| Quarry LP | 5,794 | $138.2K | 0.03% | +5,794 | New |
| Allworth Financial LP | 5,988 | $142.8K | 0.00% | −1,352−18.4% | Reduced |
| Fifth Third Bancorp | 6,155 | $146.8K | 0.00% | −8,760−58.7% | Reduced |
| CWM, LLC | 6,197 | $148.0K | 0.00% | −118,988−95.0% | Reduced |
| Capital Analysts, LLC | 6,764 | $161.0K | 0.01% | +14+0.2% | Added |
| MUFG Securities Americas Inc. | 6,871 | $163.9K | 0.01% | +1,384+25.2% | Added |
| Federated Hermes, Inc. | 7,098 | $169.3K | 0.00% | +7,098 | New |
| Walleye Trading LLC | 7,737 | $184.5K | 0.00% | +3,242+72.1% | Added |
| Whittier Trust Co of Nevada Inc | 7,800 | $186.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,978 | $190.3K | 0.00% | +2,319+41.0% | Added |
| Korea Investment CORP | 8,069 | $192.4K | 0.00% | −136,178−94.4% | Reduced |
| Indiana Trust & Investment Management CO | 8,119 | $193.6K | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,416 | $200.7K | 0.01% | +8,416 | New |
| MQS Management LLC | 8,425 | $200.9K | 0.11% | +8,425 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,476 | $202.2K | 0.00% | +4,566+116.8% | Added |
| BSW Wealth Partners | 8,556 | $204.1K | 0.03% | +8,556 | New |
| Exchange Traded Concepts, LLC | 8,683 | $207.1K | 0.00% | +130+1.5% | Added |
| Herold Advisors, Inc. | 8,750 | $208.7K | 0.04% | +8,750 | New |
| SeaCrest Wealth Management, LLC | 8,822 | $210.4K | 0.02% | +8,822 | New |
| Capstone Investment Advisors, LLC | 8,921 | $212.8K | 0.00% | +8,921 | New |
| Kingswood Wealth Advisors, LLC | 9,001 | $214.7K | 0.02% | +9,001 | New |
| First Citizens Bank & Trust Co | 9,103 | $217.1K | 0.00% | +9,103 | New |
| Rothschild Investment LLC | 9,153 | $218.3K | 0.01% | −1,217−11.7% | Reduced |
| PFG Investments, LLC | 9,153 | $218.3K | 0.01% | +9,153 | New |
| Keystone Financial Group | 9,212 | $219.7K | 0.02% | +9,212 | New |
| Northwestern Mutual Wealth Management Co | 9,286 | $221.5K | 0.00% | −1,288−12.2% | Reduced |
| Avantax Advisory Services, Inc. | 9,346 | $222.9K | 0.00% | +9,346 | New |
| SBI Securities Co., Ltd. | 9,351 | $223.0K | 0.01% | +718+8.3% | Added |
| Donald L. Hagan, LLC | 9,389 | $223.9K | 0.11% | −34,617−78.7% | Reduced |
| RFG Advisory, LLC | 9,430 | $224.9K | 0.01% | +9,430 | New |
| CWA Asset Management Group, LLC | 9,451 | $225.4K | 0.01% | +9,451 | New |
| Macquarie Group Ltd | 9,486 | $226.2K | 0.00% | −27,736−74.5% | Reduced |
| IMS Capital Management | 9,610 | $229.2K | 0.11% | +9,610 | New |
| Concurrent Investment Advisors, LLC | 9,671 | $230.7K | 0.00% | −877−8.3% | Reduced |
| Bayesian Capital Management, LP | 9,754 | $232.6K | 0.04% | −21,900−69.2% | Reduced |
| Iron Financial, LLC | 9,783 | $233.3K | 0.12% | +9,783 | New |
| Summit Financial, LLC | 9,750 | $235.7K | 0.01% | +9,750 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,891 | $235.9K | 0.00% | +31+0.3% | Added |
| Lynx Investment Advisory | 9,920 | $236.6K | 0.15% | +9,920 | New |
| Roman Butler Fullerton & Co | 9,543 | $236.8K | 0.07% | +9,543 | New |
| Mackenzie Financial Corp | 10,045 | $239.6K | 0.00% | +10,045 | New |
| Mutual Advisors, LLC | 9,787 | $242.9K | 0.01% | +9,787 | New |
| Manske Wealth Management | 10,538 | $251.3K | 0.08% | +100+1.0% | Added |
| Angeles Wealth Management, LLC | 10,550 | $251.6K | 0.02% | −80−0.8% | Reduced |
| GAMMA Investing LLC | 10,682 | $254.8K | 0.02% | +2,897+37.2% | Added |
| Empirical Finance, LLC | 10,717 | $255.6K | 0.01% | +76+0.7% | Added |
| Brighton Jones LLC | 10,779 | $257.1K | 0.01% | +10,779 | New |
| Capula Management Ltd | 10,896 | $259.9K | 0.00% | +10,896 | New |
| Boston Trust Walden Corp | 11,000 | $262.4K | 0.00% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 11,050 | $263.5K | 0.06% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 11,085 | $264.4K | 0.03% | +11,085 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,191 | $266.9K | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 11,202 | $267.2K | 0.02% | −728−6.1% | Reduced |