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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 600 | $13.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 567 | $13.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 529 | $12.2K | 0.00% | +321+154.3% | Added |
| 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 |
| Cromwell Holdings LLC | 510 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 516 | $11.9K | 0.00% | +271+110.6% | Added |
| Whittier Trust Co | 500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $11.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $11.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 486 | $11.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $11.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $9.25K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 366 | $8.58K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 356 | $8.23K | 0.00% | +356 | New |
| Massmutual Trust Co FSB | 349 | $8.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 338 | $7.82K | 0.00% | −4−1.2% | Reduced |
| Legacy Wealth Managment, LLC | 328 | $7.59K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 328 | $7.59K | 0.00% | +328 | New |
| Rakuten Securities, Inc. | 305 | $7.05K | 0.00% | −345−53.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 786 | $7.00K | 0.00% | +752+2,211.8% | Added |
| Alpine Bank Wealth Management | 300 | $6.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 292 | $6.75K | 0.00% | +206+239.5% | Added |
| Key Financial Inc | 291 | $6.56K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 281 | $6.50K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 259 | $5.99K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 250 | $5.78K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 242 | $5.60K | 0.00% | +3+1.3% | Added |
| 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 |
| Farmers & Merchants Investments Inc | 215 | $4.97K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $4.63K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.63K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 188 | $4.35K | 0.00% | −76−28.8% | Reduced |
| Activest Wealth Management | 187 | $4.33K | 0.00% | −5−2.6% | Reduced |
| Clark Wealth Partners | 157 | $3.75K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 144 | $3.33K | 0.00% | +35+32.1% | Added |
| Fortitude Family Office, LLC | 127 | $2.94K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 112 | $2.58K | 0.00% | +2+1.8% | Added |
| Cornerstone Planning Group LLC | 109 | $2.48K | 0.00% | +42+62.7% | Added |
| McIlrath & Eck, LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 92 | $2.14K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 91 | $2.10K | 0.00% | −35−27.8% | Reduced |
| Cloud Capital Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| CVA Family Office, LLC | 85 | $1.97K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 69 | $1.77K | 0.00% | +11+19.0% | Added |
| Sachetta, LLC | 68 | $1.57K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 67 | $1.55K | 0.00% | +46+219.0% | Added |
| Howard Hughes Medical Institute | 66 | $1.53K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 62 | $1.43K | 0.00% | +6+10.7% | Added |
| Rialto Wealth Management, LLC | 57 | $1.32K | 0.00% | +10+21.3% | Added |
| Transamerica Financial Advisors, Inc. | 56 | $1.31K | 0.00% | +56 | New |
| West Financial Advisors, LLC | 54 | $1.25K | 0.00% | +1+1.9% | Added |
| Kilter Group LLC | 49 | $1.13K | 0.00% | +9+22.5% | Added |
| TD Waterhouse Canada Inc. | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 47 | $1.09K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 44 | $1.02K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 43 | $995 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 41 | $948 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 40 | $925 | 0.00% | +40 | New |
| Rise Advisors, LLC | 38 | $879 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $833 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $833 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 35 | $810 | 0.00% | +35 | New |
| ZRC Wealth Management, LLC | 34 | $787 | 0.00% | +34 | New |
| AdvisorNet Financial, Inc | 33 | $763 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $717 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $670 | 0.00% | +8+38.1% | Added |
| Bell Investment Advisors, Inc | 27 | $625 | 0.00% | −90−76.9% | Reduced |
| HFM Investment Advisors, LLC | 27 | $625 | 0.00% | +4+17.4% | Added |
| SWAN Capital LLC | 20 | $463 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $463 | 0.00% | +20 | New |
| Avalon Trust Co | 19 | $440 | 0.00% | +19 | New |
| Stone House Investment Management, LLC | 16 | $370 | 0.00% | +16 | New |
| Abound Wealth Management | 12 | $281 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12 | $281 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 12 | $278 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $278 | 0.00% | 00.0% | Unchanged |
| 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 |
| Leonteq Securities AG | 8 | $185 | 0.00% | −11,945−99.9% | Reduced |
| Dunhill Financial, LLC | 8 | $179 | 0.00% | −2−20.0% | Reduced |
| WestEnd Advisors, LLC | 7 | $162 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $162 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $116 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 239 | $17 | 0.00% | −41−14.6% | Reduced |
| Avion Wealth | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 6,599 | – | – | +6,599 | New |
| Evergreen Quality Fund GP, Ltd. | 0 | $0 | 0.00% | −5,237,650−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,340,055−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,230,498−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −793,720−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −788,946−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −584,414−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −508,981−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −133,097−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −119,307−100.0% | Sold out |