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 |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | 675 | $15.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 634 | $15.0K | 0.00% | −9−1.4% | Reduced |
| Generali Asset Management SPA SGR | 616 | $14.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 604 | $14.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 600 | $14.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 598 | $14.1K | 0.00% | +598 | New |
| True Wealth Design, LLC | 594 | $14.0K | 0.00% | +73+14.0% | Added |
| Atlantic Trust, LLC | 567 | $13.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 520 | $12.3K | 0.00% | +520 | New |
| Cromwell Holdings LLC | 510 | $12.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 519 | $12.0K | 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 |
| Whittier Trust Co | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 486 | $11.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 457 | $10.8K | 0.00% | +8+1.8% | Added |
| Quarry LP | 446 | $10.5K | 0.00% | −1,612−78.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 428 | $10.1K | 0.00% | +14+3.4% | Added |
| Ameriflex Group, Inc. | 413 | $9.76K | 0.00% | −762−64.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $9.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 385 | $9.09K | 0.00% | +10+2.7% | Added |
| Advisory Services Network, LLC | 376 | $8.88K | 0.00% | +376 | New |
| Keating Financial Advisory Services, Inc. | 375 | $8.86K | 0.00% | −1,603−81.0% | Reduced |
| Rakuten Securities, Inc. | 350 | $8.27K | 0.00% | −800−69.6% | Reduced |
| Quent Capital, LLC | 336 | $7.94K | 0.00% | +48+16.7% | Added |
| Legacy Wealth Managment, LLC | 328 | $7.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 302 | $7.13K | 0.00% | +196+184.9% | Added |
| Bogart Wealth, LLC | 301 | $7.12K | 0.00% | +56+22.9% | Added |
| Key Financial Inc | 291 | $6.87K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 281 | $6.64K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 259 | $6.12K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 250 | $5.91K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 227 | $5.36K | 0.00% | +42+22.7% | Added |
| Farmers & Merchants Investments Inc | 215 | $5.08K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $4.79K | 0.00% | 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 |
| POM Investment Strategies, LLC | 190 | $4.49K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 181 | $4.28K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 157 | $3.76K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 157 | $3.71K | 0.00% | +99+170.7% | Added |
| Clearstead Advisors, LLC | 125 | $2.95K | 0.00% | −685−84.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 92 | $2.73K | 0.00% | +5+5.7% | Added |
| IMA Wealth, Inc. | 109 | $2.61K | 0.00% | −4−3.5% | Reduced |
| Rialto Wealth Management, LLC | 101 | $2.39K | 0.00% | +29+40.3% | Added |
| Danske Bank A/S | 100 | $2.36K | 0.00% | −1,000−90.9% | Reduced |
| ZRC Wealth Management, LLC | 98 | $2.31K | 0.00% | +72+276.9% | Added |
| Cassaday & Co Wealth Management LLC | 94 | $2.22K | 0.00% | +94 | New |
| Sachetta, LLC | 93 | $2.20K | 0.00% | +25+36.8% | Added |
| CWM Advisors, LLC | 93 | $2.19K | 0.00% | +7+8.1% | Added |
| SOA Wealth Advisors, LLC. | 92 | $2.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 84 | $1.99K | 0.00% | +20+31.3% | Added |
| Principia Wealth Advisory, LLC | 83 | $1.96K | 0.00% | +27+48.2% | Added |
| Cornerstone Planning Group LLC | 64 | $1.95K | 0.00% | +10+18.5% | Added |
| DiNuzzo Private Wealth, Inc. | 79 | $1.87K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 77 | $1.82K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 68 | $1.61K | 0.00% | +44+183.3% | Added |
| Bay Harbor Wealth Management, LLC | 62 | $1.46K | 0.00% | +23+59.0% | Added |
| SHP Wealth Management | 62 | $1.46K | 0.00% | +62 | New |
| Bare Financial Services, Inc | 61 | $1.44K | 0.00% | +61 | New |
| South State Corp. | 60 | $1.42K | 0.00% | −31−34.1% | Reduced |
| RWM Asset Management, LLC | 60 | $1.42K | 0.00% | +60 | New |
| Clear Street Markets LLC | 51 | $1.21K | 0.00% | −3,585−98.6% | Reduced |
| Grove Bank & Trust | 47 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $1.11K | 0.00% | +4+9.3% | Added |
| Caitlin John, LLC | 45 | $1.07K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 42 | $1.00K | 0.00% | +18+75.0% | Added |
| Kilter Group LLC | 42 | $993 | 0.00% | −10−19.2% | Reduced |
| LRI Investments, LLC | 41 | $968 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $945 | 0.00% | +7+21.2% | Added |
| Truvestments Capital LLC | 38 | $898 | 0.00% | +38 | New |
| Clayton Financial Group LLC | 37 | $874 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $874 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $851 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $850 | 0.00% | +21+140.0% | Added |
| Vermillion Wealth Management, Inc. | 36 | $850 | 0.00% | +36 | New |
| TFC Financial Management | 31 | $733 | 0.00% | −5−13.9% | Reduced |
| Bruce G. Allen Investments, LLC | 31 | $732 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 31 | $732 | 0.00% | +31 | New |
| West Financial Advisors, LLC | 30 | $718 | 0.00% | −25−45.5% | Reduced |
| HFM Investment Advisors, LLC | 30 | $709 | 0.00% | −2−6.3% | Reduced |
| Bell Investment Advisors, Inc | 27 | $638 | 0.00% | −32−54.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 27 | $638 | 0.00% | +27 | New |
| Lodestone Wealth Management LLC | 21 | $504 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $473 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $472 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $472 | 0.00% | +20 | New |
| Dunhill Financial, LLC | 18 | $440 | 0.00% | +1+5.9% | Added |
| McGuire Capital Advisors Inc | 18 | $418 | 0.00% | +1+5.9% | Added |
| Quaker Wealth Management, LLC | 17 | $402 | 0.00% | +3+21.4% | Added |
| Y.D. More Investments Ltd | 4,816 | $359 | 0.00% | +4,594+2,069.4% | Added |
| NVWM, LLC | 15 | $354 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $287 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $284 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $236 | 0.00% | 00.0% | Unchanged |