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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 259 | $6.19K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 252 | $6.02K | 0.00% | +252 | New |
| Ogorek Anthony Joseph | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 250 | $5.97K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 245 | $5.86K | 0.00% | +3+1.2% | Added |
| Farmers & Merchants Investments Inc | 215 | $5.14K | 0.00% | 00.0% | Unchanged |
| 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 |
| POM Investment Strategies, LLC | 190 | $4.54K | 0.00% | +190 | New |
| Ronald Blue Trust, Inc. | 185 | $4.42K | 0.00% | +41+28.5% | Added |
| Quest 10 Wealth Builders, Inc. | 181 | $4.32K | 0.00% | −36−16.6% | Reduced |
| Clark Wealth Partners | 157 | $3.75K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 115 | $2.75K | 0.00% | +115 | New |
| IMA Wealth, Inc. | 113 | $2.74K | 0.00% | +113 | New |
| Fortitude Family Office, LLC | 106 | $2.53K | 0.00% | −21−16.5% | Reduced |
| SOA Wealth Advisors, LLC. | 92 | $2.21K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 91 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 87 | $2.11K | 0.00% | +87 | New |
| CWM Advisors, LLC | 86 | $2.06K | 0.00% | +86 | New |
| CVA Family Office, LLC | 85 | $2.03K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 83 | $2.02K | 0.00% | +27+48.2% | Added |
| DiNuzzo Private Wealth, Inc. | 79 | $1.89K | 0.00% | +10+14.5% | Added |
| Gilpin Wealth Management, LLC | 77 | $1.84K | 0.00% | +77 | New |
| Rialto Wealth Management, LLC | 72 | $1.72K | 0.00% | +15+26.3% | Added |
| Sachetta, LLC | 68 | $1.63K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 66 | $1.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 64 | $1.53K | 0.00% | −2,048−97.0% | Reduced |
| Bell Investment Advisors, Inc | 59 | $1.41K | 0.00% | +32+118.5% | Added |
| Cornerstone Planning Group LLC | 54 | $1.40K | 0.00% | −55−50.5% | Reduced |
| UMA Financial Services, Inc. | 58 | $1.39K | 0.00% | −9−13.4% | Reduced |
| Principia Wealth Advisory, LLC | 56 | $1.34K | 0.00% | −6−9.7% | Reduced |
| West Financial Advisors, LLC | 55 | $1.31K | 0.00% | +1+1.9% | Added |
| Kilter Group LLC | 52 | $1.24K | 0.00% | +3+6.1% | Added |
| Reflection Asset Management | 50 | $1.23K | 0.00% | +50 | New |
| TD Waterhouse Canada Inc. | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 50 | $1.19K | 0.00% | +50 | New |
| Grove Bank & Trust | 47 | $1.12K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 45 | $1.07K | 0.00% | +1+2.3% | Added |
| Raffa Wealth Management, LLC | 43 | $1.03K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | +24 | New |
| LRI Investments, LLC | 41 | $979 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 40 | $956 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $944 | 0.00% | +10+34.5% | Added |
| Clayton Financial Group LLC | 37 | $884 | 0.00% | +37 | New |
| Cornerstone Financial Management LLC | 37 | $884 | 0.00% | +37 | New |
| MV Capital Management, Inc. | 36 | $861 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $861 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $788 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $765 | 0.00% | +5+18.5% | Added |
| Bruce G. Allen Investments, LLC | 31 | $741 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 29 | $693 | 0.00% | +29 | New |
| ZRC Wealth Management, LLC | 26 | $622 | 0.00% | −8−23.5% | Reduced |
| Spire Wealth Management | 24 | $573 | 0.00% | +24 | New |
| Lodestone Wealth Management LLC | 21 | $503 | 0.00% | +21 | New |
| Financial Consulate, Inc | 20 | $478 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $478 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 20 | $470 | 0.00% | +20 | New |
| McGuire Capital Advisors Inc | 17 | $417 | 0.00% | +17 | New |
| Dunhill Financial, LLC | 17 | $413 | 0.00% | +9+112.5% | Added |
| Activest Wealth Management | 15 | $358 | 0.00% | −172−92.0% | Reduced |
| NVWM, LLC | 15 | $358 | 0.00% | +10+200.0% | Added |
| Quaker Wealth Management, LLC | 14 | $335 | 0.00% | +2+16.7% | Added |
| Abound Wealth Management | 12 | $291 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $287 | 0.00% | 00.0% | Unchanged |
| 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 |
| Signature Equity Partners, LLC | 9 | $215 | 0.00% | +9 | New |
| 1015 Capital Partners, LLC | 9 | $215 | 0.00% | +9 | New |
| Flagship Harbor Advisors, LLC | 8 | $191 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 7 | $168 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 4 | $96 | 0.00% | −184−97.9% | Reduced |
| Y.D. More Investments Ltd | 222 | $72 | 0.00% | −17−7.1% | Reduced |
| Avion Wealth | 28 | $0 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −515,692−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −466,572−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −456,288−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −288,518−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −247,672−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −228,480−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −213,052−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −211,592−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −165,164−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −150,211−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −134,247−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −125,536−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −104,907−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −104,782−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −84,248−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −83,173−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −75,031−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −68,862−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −64,534−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −62,198−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −53,500−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −46,999−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −40,443−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −35,515−100.0% | Sold out |