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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 259 | $6.18K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 258 | $6.15K | 0.00% | +50+24.0% | Added |
| Ogorek Anthony Joseph | 289 | $6.00K | 0.00% | −244−45.8% | Reduced |
| Tompkins Financial Corp | 250 | $5.96K | 0.00% | −2,000−88.9% | Reduced |
| Clearstead Advisors, LLC | 245 | $5.84K | 0.00% | +245 | New |
| Bogart Wealth, LLC | 239 | $5.70K | 0.00% | +213+819.2% | Added |
| First Horizon Advisors, Inc. | 229 | $5.46K | 0.00% | −116−33.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 217 | $5.17K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 215 | $5.13K | 0.00% | +24+12.6% | Added |
| Clear Street Markets LLC | 208 | $4.96K | 0.00% | −192−48.0% | Reduced |
| Umb Bank N A | 201 | $4.79K | 0.00% | −307−60.4% | Reduced |
| Central Trust Co | 200 | $4.77K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.77K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 192 | $4.58K | 0.00% | −154−44.5% | Reduced |
| Clark Wealth Partners | 157 | $3.74K | 0.00% | +157 | New |
| Neo Ivy Capital Management | 139 | $3.31K | 0.00% | −9,535−98.6% | Reduced |
| Fortitude Family Office, LLC | 127 | $3.03K | 0.00% | −723−85.1% | Reduced |
| South State Corp. | 126 | $3.01K | 0.00% | −42−25.0% | Reduced |
| Bell Investment Advisors, Inc | 117 | $2.79K | 0.00% | +2+1.7% | Added |
| Newbridge Financial Services Group, Inc. | 110 | $2.63K | 0.00% | +2+1.9% | Added |
| Ronald Blue Trust, Inc. | 109 | $2.60K | 0.00% | −121−52.6% | Reduced |
| McIlrath & Eck, LLC | 100 | $2.38K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 92 | $2.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 86 | $2.05K | 0.00% | +28+48.3% | Added |
| CVA Family Office, LLC | 85 | $2.03K | 0.00% | −130−60.5% | Reduced |
| Beacon Capital Management, LLC | 72 | $1.72K | 0.00% | +1+1.4% | Added |
| Cornerstone Planning Group LLC | 67 | $1.69K | 0.00% | +23+52.3% | Added |
| Sachetta, LLC | 68 | $1.62K | 0.00% | −10−12.8% | Reduced |
| Howard Hughes Medical Institute | 66 | $1.57K | 0.00% | +66 | New |
| DiNuzzo Private Wealth, Inc. | 58 | $1.38K | 0.00% | +16+38.1% | Added |
| Principia Wealth Advisory, LLC | 56 | $1.34K | 0.00% | +41+273.3% | Added |
| West Financial Advisors, LLC | 53 | $1.27K | 0.00% | +1+1.9% | Added |
| TD Waterhouse Canada Inc. | 50 | $1.22K | 0.00% | +50 | New |
| Grove Bank & Trust | 47 | $1.12K | 0.00% | +47 | New |
| Rialto Wealth Management, LLC | 47 | $1.12K | 0.00% | +47 | New |
| Raffa Wealth Management, LLC | 43 | $1.03K | 0.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34 | $1.00K | 0.00% | −38,460−99.9% | Reduced |
| LRI Investments, LLC | 41 | $978 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 41 | $978 | 0.00% | +41 | New |
| SJS Investment Consulting Inc. | 40 | $954 | 0.00% | +35+700.0% | Added |
| Kilter Group LLC | 40 | $954 | 0.00% | +40 | New |
| Rise Advisors, LLC | 38 | $906 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $859 | 0.00% | −80−69.0% | Reduced |
| MV Capital Management, Inc. | 36 | $859 | 0.00% | −31−46.3% | Reduced |
| AdvisorNet Financial, Inc | 33 | $787 | 0.00% | +20+153.8% | Added |
| Bruce G. Allen Investments, LLC | 31 | $739 | 0.00% | −40−56.3% | Reduced |
| HFM Investment Advisors, LLC | 23 | $549 | 0.00% | +14+155.6% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $507 | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 21 | $501 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $477 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $477 | 0.00% | +5+33.3% | Added |
| Parkworth Wealth Management, Inc. | 13 | $310 | 0.00% | +6+85.7% | Added |
| Abound Wealth Management | 12 | $290 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $287 | 0.00% | +12 | New |
| American Capital Advisory, LLC | 12 | $287 | 0.00% | +12 | New |
| Dunhill Financial, LLC | 10 | $246 | 0.00% | −16−61.5% | Reduced |
| Ameritas Advisory Services, LLC | 10 | $239 | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $191 | 0.00% | +8 | New |
| 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 |
| NVWM, LLC | 5 | $119 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $24 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 280 | $20 | 0.00% | −150−34.9% | Reduced |
| Avion Wealth | 28 | $0 | 0.00% | −21−42.9% | Reduced |
| SRS Capital Advisors, Inc. | 257 | – | – | +257 | New |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −680,905−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −340,044−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −320,656−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −157,193−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −146,963−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −142,700−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −142,245−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −134,794−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −128,143−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −112,483−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −105,588−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −96,632−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −86,696−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −85,411−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −77,285−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −74,592−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −71,221−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −57,551−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −57,523−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −55,112−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −53,030−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −46,783−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −46,335−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −44,834−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −43,199−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −43,819−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −41,489−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −36,461−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34,775−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −33,456−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −32,355−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −31,197−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −25,648−100.0% | Sold out |