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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 519 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 510 | $12.2K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 520 | $12.3K | 0.00% | +520 | New |
| Atlantic Trust, LLC | 567 | $13.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 594 | $14.0K | 0.00% | +73+14.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 598 | $14.1K | 0.00% | +598 | New |
| Trust Co of Toledo NA | 600 | $14.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 604 | $14.3K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 616 | $14.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 634 | $15.0K | 0.00% | −9−1.4% | Reduced |
| Global Trust Asset Management, LLC | 675 | $15.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 679 | $16.0K | 0.00% | +594+698.8% | Added |
| Salomon & Ludwin, LLC | 687 | $16.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 693 | $16.4K | 0.00% | +20+3.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 750 | $17.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 764 | $18.0K | 0.00% | +422+123.4% | Added |
| Onefund, LLC | 845 | $19.9K | 0.01% | −28−3.2% | Reduced |
| Ancora Advisors, LLC | 948 | $22.4K | 0.00% | +18+1.9% | Added |
| MAI Capital Management | 992 | $23.4K | 0.00% | +182+22.5% | Added |
| Hickory Point Bank & Trust | 1,000 | $23.6K | 0.02% | +1,000 | New |
| Key Capital Management, INC | 1,101 | $26.0K | 0.02% | +654+146.3% | Added |
| Parkside Financial Bank & Trust | 1,120 | $26.5K | 0.00% | +4+0.4% | Added |
| Zions Bancorporation, National Association | 1,202 | $28.4K | 0.00% | −310−20.5% | Reduced |
| Anchor Investment Management, LLC | 1,206 | $28.5K | 0.00% | +16+1.3% | Added |
| International Assets Investment Management, LLC | 1,272 | $30.0K | 0.00% | −305−19.3% | Reduced |
| Smartleaf Asset Management LLC | 1,346 | $30.8K | 0.00% | −126−8.6% | Reduced |
| Consultiva Wealth Management, Corp. | 1,334 | $31.5K | 0.09% | +18+1.4% | Added |
| Atlas Capital Advisors LLC | 1,335 | $31.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,400 | $33.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,420 | $33.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,447 | $34.2K | 0.00% | +159+12.3% | Added |
| Hilton Head Capital Partners, LLC | 1,500 | $35.4K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,550 | $36.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,548 | $37.0K | 0.03% | −2,100−57.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,900 | $44.9K | 0.02% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 1,967 | $46.5K | 0.00% | −248−11.2% | Reduced |
| Essential Partners LLC | 1,994 | $47.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,075 | $49.0K | 0.00% | +238+13.0% | Added |
| Larson Financial Group LLC | 2,084 | $49.2K | 0.00% | +692+49.7% | Added |
| Deseret Mutual Benefit Administrators | 2,260 | $53.4K | 0.02% | +1,023+82.7% | Added |
| CNB Bank | 2,268 | $53.6K | 0.02% | −260−10.3% | Reduced |
| Kingdom Financial Group LLC. | 2,301 | $54.4K | 0.02% | −298−11.5% | Reduced |
| Lloyd Advisory Services, LLC. | 2,301 | $54.4K | 0.02% | +2,281+11,405.0% | Added |
| Assetmark, Inc | 2,325 | $54.9K | 0.00% | −22−0.9% | Reduced |
| Morse Asset Management, Inc | 2,450 | $57.9K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,513 | $59.3K | 0.01% | +2,513 | New |
| Ameritas Investment Partners, Inc. | 2,792 | $65.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,834 | $66.9K | 0.00% | +55+2.0% | Added |
| Caldwell Trust Co | 3,009 | $71.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,671 | $86.7K | 0.00% | +400+12.2% | Added |
| Catherine Avery Investment Management LLC | 3,844 | $90.8K | 0.04% | −584−13.2% | Reduced |
| South Dakota Investment Council | 3,942 | $93.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,934 | $93.0K | 0.00% | +2,888+276.1% | Added |
| IFP Advisors, Inc | 4,479 | $105.8K | 0.00% | +10.0% | Added |
| CX Institutional | 4,494 | $106.0K | 0.00% | +91+2.1% | Added |
| Elevated Capital Advisors, LLC | 4,612 | $108.9K | 0.03% | −30,825−87.0% | Reduced |
| Park Place Capital Corp | 4,623 | $109.2K | 0.02% | +4,623 | New |
| TD Waterhouse Canada Inc. | 4,747 | $112.0K | 0.00% | +4,697+9,394.0% | Added |
| Whittier Trust Co of Nevada Inc | 4,900 | $114.7K | 0.00% | −2,648−35.1% | Reduced |
| Tema ETFs LLC | 5,200 | $122.8K | 0.01% | +21+0.4% | Added |
| Capital Analysts, LLC | 5,558 | $131.0K | 0.00% | +66+1.2% | Added |
| Tower Research Capital LLC (TRC) | 5,575 | $131.7K | 0.00% | −12,382−69.0% | Reduced |
| Versant Capital Management, Inc | 5,622 | $132.8K | 0.01% | +2,805+99.6% | Added |
| Harbour Investments, Inc. | 5,683 | $134.2K | 0.00% | +1,427+33.5% | Added |
| Signaturefd, LLC | 5,857 | $138.3K | 0.00% | +1,570+36.6% | Added |
| Allworth Financial LP | 5,995 | $141.6K | 0.00% | +1,538+34.5% | Added |
| Rockefeller Capital Management L.P. | 6,189 | $146.2K | 0.00% | +1,641+36.1% | Added |
| Federated Hermes, Inc. | 6,257 | $147.8K | 0.00% | +4,946+377.3% | Added |
| Canada Post Corp Registered Pension Plan | 7,213 | $170.4K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,370 | $174.1K | 0.00% | +7,370 | New |
| SBI Securities Co., Ltd. | 7,397 | $174.7K | 0.00% | −384−4.9% | Reduced |
| Group One Trading, L.P. | 7,632 | $180.3K | 0.01% | −28,211−78.7% | Reduced |
| Van Eck Associates Corp | 7,891 | $186.0K | 0.00% | −629−7.4% | Reduced |
| Korea Investment CORP | 8,069 | $190.6K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8,119 | $191.8K | 0.06% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,258 | $195.1K | 0.01% | −100−1.2% | Reduced |
| Mather Group, LLC. | 8,445 | $199.5K | 0.00% | +8,445 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,476 | $200.2K | 0.00% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,502 | $200.8K | 0.01% | +221+2.7% | Added |
| Leonteq Securities AG | 8,508 | $201.0K | 0.01% | +7,252+577.4% | Added |
| AlphaGrep UK Ltd | 8,525 | $201.4K | 0.06% | +8,525 | New |
| Parallel Advisors, LLC | 8,555 | $202.1K | 0.00% | −720−7.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,658 | $204.5K | 0.03% | +8,658 | New |
| Herold Advisors, Inc. | 8,750 | $206.7K | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 8,815 | $208.2K | 0.00% | +8,815 | New |
| North Dakota State Investment Board | 8,880 | $209.7K | 0.01% | −1,662−15.8% | Reduced |
| Credit Agricole S A | 8,985 | $212.2K | 0.00% | +8,985 | New |
| Investment Research Partners LLC | 9,015 | $212.9K | 0.09% | +9,015 | New |
| Brinker Capital Investments, LLC | 9,070 | $214.2K | 0.00% | +9,070 | New |
| Apollon Wealth Management, LLC | 9,078 | $214.4K | 0.00% | +9,078 | New |
| Glenmede Trust Co NA | 9,098 | $214.9K | 0.00% | +9,098 | New |
| Boothbay Fund Management, LLC | 9,117 | $215.3K | 0.01% | +9,117 | New |
| Vident Advisory, LLC | 9,176 | $216.7K | 0.00% | +9,176 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,191 | $217.1K | 0.05% | −2,000−17.9% | Reduced |
| Keystone Financial Group | 9,268 | $218.9K | 0.01% | +16+0.2% | Added |
| Exchange Traded Concepts, LLC | 9,364 | $221.2K | 0.00% | −387−4.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,426 | $222.6K | 0.00% | +9,426 | New |
| Camden Capital, LLC | 9,437 | $222.9K | 0.01% | +9,437 | New |
| Iron Financial, LLC | 9,461 | $223.5K | 0.10% | +9,461 | New |
| Brand Asset Management Group, Inc. | 9,712 | $229.4K | 0.06% | +9,712 | New |