Skip to main content

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.

Institutional holdersQ4 2025: 576 institutions
Q1 2021: 549 institutionsQ2 2021: 576 institutionsQ3 2021: 540 institutionsQ4 2021: 582 institutionsQ1 2022: 577 institutionsQ2 2022: 542 institutionsQ3 2022: 528 institutionsQ4 2022: 555 institutionsQ1 2023: 558 institutionsQ2 2023: 535 institutionsQ3 2023: 537 institutionsQ4 2023: 565 institutionsQ1 2024: 595 institutionsQ2 2024: 581 institutionsQ3 2024: 558 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 567 institutionsQ3 2025: 591 institutionsQ4 2025: 576 institutionsQ1 2026: 611 institutionsQ2 2026: 669 institutions
Value heldQ4 2025: $6.60B
Q1 2021: $6.68BQ2 2021: $7.19BQ3 2021: $6.56BQ4 2021: $7.26BQ1 2022: $6.16BQ2 2022: $5.28BQ3 2022: $4.94BQ4 2022: $6.29BQ1 2023: $6.33BQ2 2023: $6.25BQ3 2023: $5.45BQ4 2023: $6.50BQ1 2024: $7.40BQ2 2024: $5.73BQ3 2024: $5.37BQ4 2024: $5.59BQ1 2025: $5.46BQ2 2025: $6.77BQ3 2025: $6.22BQ4 2025: $6.60BQ1 2026: $6.81BQ2 2026: $9.06B
Institutions holding BEN and their total value by quarter
QuarterHoldersValue
Q2 2026669$9.06B
Q1 2026611$6.81B
Q4 2025576$6.60B
Q3 2025591$6.22B
Q2 2025567$6.77B
Q1 2025563$5.46B
Q4 2024566$5.59B
Q3 2024558$5.37B
Q2 2024581$5.73B
Q1 2024595$7.40B
Q4 2023565$6.50B
Q3 2023537$5.45B
Q2 2023535$6.25B
Q1 2023558$6.33B
Q4 2022555$6.29B
Q3 2022528$4.94B
Q2 2022542$5.28B
Q1 2022577$6.16B
Q4 2021582$7.26B
Q3 2021540$6.56B
Q2 2021576$7.19B
Q1 2021549$6.68B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2025.

Institutions holding BEN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Trust Co of Toledo NA600$14.3K0.00%00.0%Unchanged
SageView Advisory Group, LLC603$14.4K0.00%+603New
Harbor Investment Advisory, LLC604$14.4K0.00%00.0%Unchanged
Generali Asset Management SPA SGR616$14.7K0.00%00.0%Unchanged
Private Trust Co NA643$15.4K0.00%−1,299−66.9%Reduced
Huntington National Bank659$15.7K0.00%−91−12.1%Reduced
GoalVest Advisory LLC664$15.9K0.00%+664New
TD Private Client Wealth LLC673$16.1K0.00%−65−8.8%Reduced
Global Trust Asset Management, LLC675$16.1K0.01%00.0%Unchanged
Salomon & Ludwin, LLC687$16.8K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.750$17.9K0.01%00.0%Unchanged
MAI Capital Management810$19.4K0.00%−217−21.1%Reduced
Clearstead Advisors, LLC810$19.4K0.00%+294+57.0%Added
Sentry Investment Management LLC847$20.0K0.01%00.0%Unchanged
Onefund, LLC873$20.9K0.01%+51+6.2%Added
DV Trading LLC900$21.5K0.00%+900New
Ancora Advisors, LLC930$22.2K0.00%+930New
Colonial Trust Co1,000$23.9K0.00%+1,000New
Hantz Financial Services, Inc.1,046$25.0K0.00%+333+46.7%Added
Danske Bank A/S1,100$26.3K0.00%+1,100New
Parkside Financial Bank & Trust1,116$26.7K0.00%+27+2.5%Added
Rakuten Securities, Inc.1,150$27.5K0.01%+845+277.0%Added
Motiv8 Investments LLC1,180$28.0K0.02%+1,180New
Ameriflex Group, Inc.1,175$28.1K0.01%−3,183−73.0%Reduced
Anchor Investment Management, LLC1,190$28.4K0.00%−285−19.3%Reduced
Deseret Mutual Benefit Administrators1,237$29.6K0.01%00.0%Unchanged
Leonteq Securities AG1,256$30.0K0.00%+1,248+15,600.0%Added
Root Financial Partners, LLC1,288$30.8K0.00%+201+18.5%Added
Federated Hermes, Inc.1,311$31.3K0.00%−4,951−79.1%Reduced
Consultiva Wealth Management, Corp.1,316$31.5K0.09%+17+1.3%Added
Atlas Capital Advisors LLC1,335$31.9K0.00%+1,335New
Larson Financial Group LLC1,392$33.3K0.00%+452+48.1%Added
Investors Research Corp1,400$33.4K0.01%00.0%Unchanged
Manchester Capital Management LLC1,420$33.9K0.00%+98+7.4%Added
Smartleaf Asset Management LLC1,472$35.1K0.00%−20−1.3%Reduced
Hilton Head Capital Partners, LLC1,500$35.8K0.02%+1,500New
Zions Bancorporation, National Association1,512$36.1K0.00%+396+35.5%Added
Beaird Harris Wealth Management, LLC1,550$37.0K0.00%00.0%Unchanged
International Assets Investment Management, LLC1,577$37.7K0.00%+1,577New
EverSource Wealth Advisors, LLC1,837$43.9K0.00%+524+39.9%Added
Caldwell Sutter Capital, Inc.1,900$45.4K0.02%−100−5.0%Reduced
Keating Financial Advisory Services, Inc.1,978$47.3K0.01%+1,978New
Essential Partners LLC1,994$47.6K0.01%+59+3.0%Added
Quarry LP2,058$49.2K0.01%−2,637−56.2%Reduced
Storebrand Asset Management AS2,215$52.9K0.00%00.0%Unchanged
Assetmark, Inc2,347$56.1K0.00%+120+5.4%Added
Morse Asset Management, Inc2,450$58.5K0.01%−7,200−74.6%Reduced
CNB Bank2,528$60.4K0.02%00.0%Unchanged
Kingdom Financial Group LLC.2,599$62.1K0.02%+2,599New
Rothschild Investment LLC2,779$66.4K0.00%−519−15.7%Reduced
Ameritas Investment Partners, Inc.2,792$66.7K0.00%00.0%Unchanged
Versant Capital Management, Inc2,817$67.3K0.01%−2,856−50.3%Reduced
Caldwell Trust Co3,009$71.9K0.01%00.0%Unchanged
Geneos Wealth Management Inc.3,271$78.1K0.00%−297−8.3%Reduced
Clear Street Markets LLC3,636$86.9K0.02%+3,107+587.3%Added
Covestor Ltd3,648$87.0K0.05%+2,152+143.9%Added
South Dakota Investment Council3,942$94.0K0.00%−300−7.1%Reduced
ORG Partners LLC4,073$97.3K0.02%+314+8.4%Added
Harbour Investments, Inc.4,256$101.7K0.00%+1,400+49.0%Added
Signaturefd, LLC4,287$102.4K0.00%+217+5.3%Added
CX Institutional4,403$105.0K0.00%+921+26.5%Added
Catherine Avery Investment Management LLC4,428$105.8K0.06%−4,267−49.1%Reduced
Allworth Financial LP4,457$106.5K0.00%+228+5.4%Added
IFP Advisors, Inc4,478$107.0K0.00%−135−2.9%Reduced
Rockefeller Capital Management L.P.4,548$108.7K0.00%−294−6.1%Reduced
EFG International AG4,756$113.6K0.00%+4,756New
Tema ETFs LLC5,179$123.7K0.01%+5,179New
Capital Analysts, LLC5,492$131.0K0.00%−827−13.1%Reduced
AlphaCore Capital LLC6,828$164.5K0.00%+3,843+128.7%Added
Havemeyer Place LP6,925$165.4K0.03%+6,925New
Canada Post Corp Registered Pension Plan7,213$172.3K0.01%+1,630+29.2%Added
SBI Securities Co., Ltd.7,781$185.9K0.00%−886−10.2%Reduced
Whittier Trust Co of Nevada Inc7,548$189.6K0.00%−252−3.2%Reduced
Korea Investment CORP8,069$192.8K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO8,119$194.0K0.06%00.0%Unchanged
MUFG Securities Americas Inc.8,281$197.8K0.01%+21+0.3%Added
Securian Asset Management, Inc8,358$199.7K0.01%−6,418−43.4%Reduced
PFG Investments, LLC8,439$201.6K0.01%−616−6.8%Reduced
Fifth Third Bancorp8,444$201.7K0.00%+1,598+23.3%Added
Evergreen Capital Management LLC8,441$202.3K0.00%+8,441New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,476$202.5K0.00%00.0%Unchanged
Sanctuary Advisors, LLC8,491$202.9K0.00%−1,393−14.1%Reduced
Van Eck Associates Corp8,520$204.0K0.00%+257+3.1%Added
SeaCrest Wealth Management, LLC8,161$205.2K0.02%+8,161New
DRW Securities, LLC8,750$209.0K0.02%+8,750New
Herold Advisors, Inc.8,750$209.0K0.05%00.0%Unchanged
United Capital Financial Advisers, LLC8,815$210.6K0.00%+8,815New
Magnetar Financial LLC8,987$214.7K0.00%−178,145−95.2%Reduced
Wiley Bros.-Aintree Capital, LLC9,029$215.7K0.00%+9,029New
Plato Investment Management Ltd9,029$216.8K0.01%00.0%Unchanged
Foster & Motley Inc9,188$219.0K0.01%+9,188New
XML Financial, LLC9,168$219.0K0.02%+9,168New
Keystone Financial Group9,252$221.0K0.02%−11−0.1%Reduced
Parallel Advisors, LLC9,275$221.6K0.00%+1,202+14.9%Added
Simplicity Wealth,LLC9,279$221.7K0.01%−169−1.8%Reduced
Lynx Investment Advisory9,548$228.1K0.12%−40−0.4%Reduced
Lido Advisors, LLC9,799$229.9K0.00%+19+0.2%Added
Exchange Traded Concepts, LLC9,751$233.0K0.00%+397+4.2%Added
Northwestern Mutual Investment Management Company, LLC9,822$234.6K0.00%+59+0.6%Added
Keybank National Association9,844$235.2K0.00%+9,844New