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, Q1 2026
Institutional positions in Franklin Templeton Inc as of Mar 31, 2026. 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
- 611
- +47 vs. Q4 2025
- Shares held
- 288.2M
- +54.5M (+23.3%) vs. Q4 2025
- Total value
- $6.81B
- +$1.22B (+21.9%) vs. Q4 2025
- New holders
- 95
- 216 more added
- Sold out
- 48
- 200 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $24 | 0.00% | +1 | New |
| Torren Management, LLC | 3 | $59 | 0.00% | −47−94.0% | Reduced |
| 3 Factor Indexing, LLC | 4 | $95 | 0.00% | +4 | New |
| MidFirst Bank | 6 | $142 | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 7 | $166 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $191 | 0.00% | −75−90.4% | Reduced |
| Signature Equity Partners, LLC | 9 | $213 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $213 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $236 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $236 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 10 | $236 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 12 | $284 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $287 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $354 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,816 | $359 | 0.00% | +4,594+2,069.4% | Added |
| Quaker Wealth Management, LLC | 17 | $402 | 0.00% | +3+21.4% | Added |
| McGuire Capital Advisors Inc | 18 | $418 | 0.00% | +1+5.9% | Added |
| Dunhill Financial, LLC | 18 | $440 | 0.00% | +1+5.9% | Added |
| SWAN Capital LLC | 20 | $472 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $472 | 0.00% | +20 | New |
| Financial Consulate, Inc | 20 | $473 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 21 | $504 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $638 | 0.00% | −32−54.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 27 | $638 | 0.00% | +27 | New |
| HFM Investment Advisors, LLC | 30 | $709 | 0.00% | −2−6.3% | Reduced |
| West Financial Advisors, LLC | 30 | $718 | 0.00% | −25−45.5% | Reduced |
| Bruce G. Allen Investments, LLC | 31 | $732 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 31 | $732 | 0.00% | +31 | New |
| TFC Financial Management | 31 | $733 | 0.00% | −5−13.9% | Reduced |
| Activest Wealth Management | 36 | $850 | 0.00% | +21+140.0% | Added |
| Vermillion Wealth Management, Inc. | 36 | $850 | 0.00% | +36 | New |
| MV Capital Management, Inc. | 36 | $851 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 37 | $874 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $874 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 38 | $898 | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 40 | $945 | 0.00% | +7+21.2% | Added |
| LRI Investments, LLC | 41 | $968 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $993 | 0.00% | −10−19.2% | Reduced |
| GW&K Investment Management, LLC | 42 | $1.00K | 0.00% | +18+75.0% | Added |
| Caitlin John, LLC | 45 | $1.07K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 47 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $1.11K | 0.00% | +4+9.3% | Added |
| Clear Street Markets LLC | 51 | $1.21K | 0.00% | −3,585−98.6% | Reduced |
| RWM Asset Management, LLC | 60 | $1.42K | 0.00% | +60 | New |
| South State Corp. | 60 | $1.42K | 0.00% | −31−34.1% | Reduced |
| Bare Financial Services, Inc | 61 | $1.44K | 0.00% | +61 | New |
| Bay Harbor Wealth Management, LLC | 62 | $1.46K | 0.00% | +23+59.0% | Added |
| SHP Wealth Management | 62 | $1.46K | 0.00% | +62 | New |
| Spire Wealth Management | 68 | $1.61K | 0.00% | +44+183.3% | Added |
| Gilpin Wealth Management, LLC | 77 | $1.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 79 | $1.87K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 64 | $1.95K | 0.00% | +10+18.5% | Added |
| Principia Wealth Advisory, LLC | 83 | $1.96K | 0.00% | +27+48.2% | Added |
| SJS Investment Consulting Inc. | 84 | $1.99K | 0.00% | +20+31.3% | Added |
| SOA Wealth Advisors, LLC. | 92 | $2.19K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 93 | $2.19K | 0.00% | +7+8.1% | Added |
| Sachetta, LLC | 93 | $2.20K | 0.00% | +25+36.8% | Added |
| Cassaday & Co Wealth Management LLC | 94 | $2.22K | 0.00% | +94 | New |
| ZRC Wealth Management, LLC | 98 | $2.31K | 0.00% | +72+276.9% | Added |
| Danske Bank A/S | 100 | $2.36K | 0.00% | −1,000−90.9% | Reduced |
| Rialto Wealth Management, LLC | 101 | $2.39K | 0.00% | +29+40.3% | Added |
| IMA Wealth, Inc. | 109 | $2.61K | 0.00% | −4−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 92 | $2.73K | 0.00% | +5+5.7% | Added |
| Clearstead Advisors, LLC | 125 | $2.95K | 0.00% | −685−84.6% | Reduced |
| UMA Financial Services, Inc. | 157 | $3.71K | 0.00% | +99+170.7% | Added |
| Clark Wealth Partners | 157 | $3.76K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 181 | $4.28K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 190 | $4.49K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $4.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 215 | $5.08K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 227 | $5.36K | 0.00% | +42+22.7% | Added |
| Tompkins Financial Corp | 250 | $5.91K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 259 | $6.12K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 281 | $6.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $6.87K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 301 | $7.12K | 0.00% | +56+22.9% | Added |
| Fortitude Family Office, LLC | 302 | $7.13K | 0.00% | +196+184.9% | Added |
| Legacy Wealth Managment, LLC | 328 | $7.75K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 336 | $7.94K | 0.00% | +48+16.7% | Added |
| Rakuten Securities, Inc. | 350 | $8.27K | 0.00% | −800−69.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 375 | $8.86K | 0.00% | −1,603−81.0% | Reduced |
| Advisory Services Network, LLC | 376 | $8.88K | 0.00% | +376 | New |
| Massmutual Trust Co FSB | 385 | $9.09K | 0.00% | +10+2.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $9.45K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 413 | $9.76K | 0.00% | −762−64.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 428 | $10.1K | 0.00% | +14+3.4% | Added |
| Quarry LP | 446 | $10.5K | 0.00% | −1,612−78.3% | Reduced |
| JFS Wealth Advisors, LLC | 457 | $10.8K | 0.00% | +8+1.8% | Added |
| Smithfield Trust Co | 484 | $11.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 486 | $11.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 500 | $11.8K | 0.00% | −500−50.0% | Reduced |
| NBC Securities, Inc. | 500 | $11.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $11.8K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 500 | $11.8K | 0.01% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |