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, Q3 2025
Institutional positions in Franklin Templeton Inc as of Sep 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
- 591
- +32 vs. Q2 2025
- Shares held
- 268.7M
- −12.8M (−4.6%) vs. Q2 2025
- Total value
- $6.22B
- −$484.3M (−7.2%) vs. Q2 2025
- New holders
- 92
- 205 more added
- Sold out
- 60
- 187 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 239 | $17 | 0.00% | −41−14.6% | Reduced |
| NVWM, LLC | 5 | $116 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $162 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $162 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $179 | 0.00% | −2−20.0% | Reduced |
| Leonteq Securities AG | 8 | $185 | 0.00% | −11,945−99.9% | Reduced |
| Hurley Capital, LLC | 10 | $231 | 0.00% | +10 | New |
| New Millennium Group LLC | 10 | $231 | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 10 | $231 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 12 | $278 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $278 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $281 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12 | $281 | 0.00% | +12 | New |
| Stone House Investment Management, LLC | 16 | $370 | 0.00% | +16 | New |
| Avalon Trust Co | 19 | $440 | 0.00% | +19 | New |
| SWAN Capital LLC | 20 | $463 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $463 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 27 | $625 | 0.00% | −90−76.9% | Reduced |
| HFM Investment Advisors, LLC | 27 | $625 | 0.00% | +4+17.4% | Added |
| Bay Harbor Wealth Management, LLC | 29 | $670 | 0.00% | +8+38.1% | Added |
| Bruce G. Allen Investments, LLC | 31 | $717 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $763 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $787 | 0.00% | +34 | New |
| Guerra Advisors Inc | 35 | $810 | 0.00% | +35 | New |
| MV Capital Management, Inc. | 36 | $833 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $833 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $879 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 40 | $925 | 0.00% | +40 | New |
| LRI Investments, LLC | 41 | $948 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $995 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 44 | $1.02K | 0.00% | +44 | New |
| Grove Bank & Trust | 47 | $1.09K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 49 | $1.13K | 0.00% | +9+22.5% | Added |
| West Financial Advisors, LLC | 54 | $1.25K | 0.00% | +1+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 56 | $1.31K | 0.00% | +56 | New |
| Rialto Wealth Management, LLC | 57 | $1.32K | 0.00% | +10+21.3% | Added |
| Principia Wealth Advisory, LLC | 62 | $1.43K | 0.00% | +6+10.7% | Added |
| Howard Hughes Medical Institute | 66 | $1.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 67 | $1.55K | 0.00% | +46+219.0% | Added |
| Sachetta, LLC | 68 | $1.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 69 | $1.77K | 0.00% | +11+19.0% | Added |
| CVA Family Office, LLC | 85 | $1.97K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| South State Corp. | 91 | $2.10K | 0.00% | −35−27.8% | Reduced |
| SOA Wealth Advisors, LLC. | 92 | $2.14K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 109 | $2.48K | 0.00% | +42+62.7% | Added |
| Newbridge Financial Services Group, Inc. | 112 | $2.58K | 0.00% | +2+1.8% | Added |
| Fortitude Family Office, LLC | 127 | $2.94K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 144 | $3.33K | 0.00% | +35+32.1% | Added |
| Clark Wealth Partners | 157 | $3.75K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 187 | $4.33K | 0.00% | −5−2.6% | Reduced |
| Walleye Capital LLC | 188 | $4.35K | 0.00% | −76−28.8% | Reduced |
| Central Trust Co | 200 | $4.63K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 215 | $4.97K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 217 | $5.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 217 | $5.02K | 0.00% | +16+8.0% | Added |
| Bogart Wealth, LLC | 242 | $5.60K | 0.00% | +3+1.3% | Added |
| Tompkins Financial Corp | 250 | $5.78K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 259 | $5.99K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 281 | $6.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $6.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 292 | $6.75K | 0.00% | +206+239.5% | Added |
| Alpine Bank Wealth Management | 300 | $6.94K | 0.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 786 | $7.00K | 0.00% | +752+2,211.8% | Added |
| Rakuten Securities, Inc. | 305 | $7.05K | 0.00% | −345−53.1% | Reduced |
| Legacy Wealth Managment, LLC | 328 | $7.59K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 328 | $7.59K | 0.00% | +328 | New |
| JFS Wealth Advisors, LLC | 338 | $7.82K | 0.00% | −4−1.2% | Reduced |
| Massmutual Trust Co FSB | 349 | $8.07K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 356 | $8.23K | 0.00% | +356 | New |
| MCF Advisors LLC | 366 | $8.58K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $9.25K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $11.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 486 | $11.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 500 | $11.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $11.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 516 | $11.9K | 0.00% | +271+110.6% | Added |
| Cromwell Holdings LLC | 510 | $12.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 531 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 543 | $12.0K | 0.00% | +49+9.9% | Added |
| Clear Street Markets LLC | 529 | $12.2K | 0.00% | +321+154.3% | Added |
| Atlantic Trust, LLC | 567 | $13.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 600 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 604 | $14.0K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 616 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 625 | $14.6K | 0.02% | +625 | New |
| Bokf, NA | 651 | $15.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 675 | $15.6K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 713 | $16.0K | 0.00% | +316+79.6% | Added |
| Salomon & Ludwin, LLC | 687 | $16.4K | 0.00% | +687 | New |
| West Oak Capital, LLC | 735 | $17.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 738 | $17.1K | 0.00% | +53+7.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 750 | $17.3K | 0.01% | 00.0% | Unchanged |