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, Q4 2025
Institutional positions in Franklin Templeton Inc as of Dec 31, 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
- 576
- −3 vs. Q3 2025
- Shares held
- 275.9M
- +8.58M (+3.2%) vs. Q3 2025
- Total value
- $6.60B
- +$410.3M (+6.6%) vs. Q3 2025
- New holders
- 86
- 213 more added
- Sold out
- 89
- 186 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 222 | $72 | 0.00% | −17−7.1% | Reduced |
| Walleye Capital LLC | 4 | $96 | 0.00% | −184−97.9% | Reduced |
| Private Wealth Management Group, LLC | 7 | $168 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8 | $191 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 9 | $215 | 0.00% | +9 | New |
| 1015 Capital Partners, LLC | 9 | $215 | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 10 | $239 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $239 | 0.00% | +3+42.9% | Added |
| Luken Investment Analytics, LLC | 10 | $239 | 0.00% | +10 | New |
| Aventura Private Wealth, LLC | 10 | $239 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 12 | $287 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $291 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 14 | $335 | 0.00% | +2+16.7% | Added |
| Activest Wealth Management | 15 | $358 | 0.00% | −172−92.0% | Reduced |
| NVWM, LLC | 15 | $358 | 0.00% | +10+200.0% | Added |
| Dunhill Financial, LLC | 17 | $413 | 0.00% | +9+112.5% | Added |
| McGuire Capital Advisors Inc | 17 | $417 | 0.00% | +17 | New |
| Lloyd Advisory Services, LLC. | 20 | $470 | 0.00% | +20 | New |
| Financial Consulate, Inc | 20 | $478 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $478 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 21 | $503 | 0.00% | +21 | New |
| Spire Wealth Management | 24 | $573 | 0.00% | +24 | New |
| ZRC Wealth Management, LLC | 26 | $622 | 0.00% | −8−23.5% | Reduced |
| Bayforest Capital Ltd | 29 | $693 | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 31 | $741 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $765 | 0.00% | +5+18.5% | Added |
| AdvisorNet Financial, Inc | 33 | $788 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $861 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $861 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 37 | $884 | 0.00% | +37 | New |
| Cornerstone Financial Management LLC | 37 | $884 | 0.00% | +37 | New |
| Bay Harbor Wealth Management, LLC | 39 | $944 | 0.00% | +10+34.5% | Added |
| Wealth Watch Advisors, INC | 40 | $956 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 41 | $979 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 43 | $1.03K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 45 | $1.07K | 0.00% | +1+2.3% | Added |
| Grove Bank & Trust | 47 | $1.12K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 50 | $1.19K | 0.00% | +50 | New |
| TD Waterhouse Canada Inc. | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 50 | $1.23K | 0.00% | +50 | New |
| Kilter Group LLC | 52 | $1.24K | 0.00% | +3+6.1% | Added |
| West Financial Advisors, LLC | 55 | $1.31K | 0.00% | +1+1.9% | Added |
| Principia Wealth Advisory, LLC | 56 | $1.34K | 0.00% | −6−9.7% | Reduced |
| UMA Financial Services, Inc. | 58 | $1.39K | 0.00% | −9−13.4% | Reduced |
| Cornerstone Planning Group LLC | 54 | $1.40K | 0.00% | −55−50.5% | Reduced |
| Bell Investment Advisors, Inc | 59 | $1.41K | 0.00% | +32+118.5% | Added |
| SJS Investment Consulting Inc. | 64 | $1.53K | 0.00% | −2,048−97.0% | Reduced |
| Howard Hughes Medical Institute | 66 | $1.58K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 68 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 72 | $1.72K | 0.00% | +15+26.3% | Added |
| Gilpin Wealth Management, LLC | 77 | $1.84K | 0.00% | +77 | New |
| DiNuzzo Private Wealth, Inc. | 79 | $1.89K | 0.00% | +10+14.5% | Added |
| Transamerica Financial Advisors, Inc. | 83 | $2.02K | 0.00% | +27+48.2% | Added |
| CVA Family Office, LLC | 85 | $2.03K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 86 | $2.06K | 0.00% | +86 | New |
| Bartlett & Co. Wealth Management LLC | 87 | $2.11K | 0.00% | +87 | New |
| South State Corp. | 91 | $2.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 92 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 106 | $2.53K | 0.00% | −21−16.5% | Reduced |
| IMA Wealth, Inc. | 113 | $2.74K | 0.00% | +113 | New |
| Basecamp Wealth Advisors LLC | 115 | $2.75K | 0.00% | +115 | New |
| Clark Wealth Partners | 157 | $3.75K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 181 | $4.32K | 0.00% | −36−16.6% | Reduced |
| Ronald Blue Trust, Inc. | 185 | $4.42K | 0.00% | +41+28.5% | Added |
| POM Investment Strategies, LLC | 190 | $4.54K | 0.00% | +190 | New |
| Central Trust Co | 200 | $4.78K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.78K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $4.78K | 0.00% | +200 | New |
| Farmers & Merchants Investments Inc | 215 | $5.14K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 245 | $5.86K | 0.00% | +3+1.2% | Added |
| Tompkins Financial Corp | 250 | $5.97K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 252 | $6.02K | 0.00% | +252 | New |
| Addison Advisors LLC | 259 | $6.19K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 281 | $6.71K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 288 | $6.88K | 0.00% | −40−12.2% | Reduced |
| Key Financial Inc | 291 | $6.95K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 328 | $7.84K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 342 | $8.17K | 0.00% | +125+57.6% | Added |
| Massmutual Trust Co FSB | 375 | $8.96K | 0.00% | +26+7.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $9.56K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 414 | $9.89K | 0.00% | +414 | New |
| DV Equities, LLC | 437 | $10.4K | 0.00% | +437 | New |
| Key Capital Management, INC | 447 | $10.7K | 0.01% | +447 | New |
| JFS Wealth Advisors, LLC | 449 | $10.8K | 0.00% | +111+32.8% | Added |
| Millstone Evans Group, LLC | 486 | $11.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 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 |
| Capital Advisors, Ltd. LLC | 519 | $12.0K | 0.00% | −12−2.3% | Reduced |
| Smithfield Trust Co | 484 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 510 | $12.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 521 | $12.4K | 0.00% | +229+78.4% | Added |
| Whittier Trust Co | 500 | $12.6K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 538 | $12.9K | 0.00% | +538 | New |
| Atlantic Trust, LLC | 567 | $13.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 588 | $14.0K | 0.00% | +588 | New |
| Bokf, NA | 600 | $14.3K | 0.00% | −51−7.8% | Reduced |