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, Q2 2026
Institutional positions in Franklin Templeton Inc as of Jun 30, 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
- 669
- +61 vs. Q1 2026
- Shares held
- 272.2M
- −15.8M (−5.5%) vs. Q1 2026
- Total value
- $9.06B
- +$2.25B (+33.1%) vs. Q1 2026
- New holders
- 114
- 237 more added
- Sold out
- 53
- 224 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 428 | $14.2K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 434 | $14.4K | 0.00% | +434 | New |
| Keating Financial Advisory Services, Inc. | 439 | $14.6K | 0.00% | +64+17.1% | Added |
| JFS Wealth Advisors, LLC | 471 | $15.7K | 0.00% | +14+3.1% | Added |
| Smithfield Trust Co | 484 | $16.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 486 | $16.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 500 | $16.6K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $16.6K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 500 | $16.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 500 | $16.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 519 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 511 | $17.0K | 0.00% | +511 | New |
| Whittier Trust Co | 500 | $17.2K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 525 | $17.5K | 0.00% | +525 | New |
| Owl Creek Wealth Partners LLC | 535 | $17.8K | 0.01% | +15+2.9% | Added |
| Cromwell Holdings LLC | 534 | $17.9K | 0.01% | +24+4.7% | Added |
| Atlantic Trust, LLC | 567 | $18.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 577 | $19.2K | 0.00% | −23−3.8% | Reduced |
| Private Trust Co NA | 602 | $20.0K | 0.00% | −32−5.0% | Reduced |
| Harbor Investment Advisory, LLC | 604 | $20.1K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 616 | $20.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 629 | $20.9K | 0.00% | +35+5.9% | Added |
| TD Private Client Wealth LLC | 672 | $22.4K | 0.00% | −21−3.0% | Reduced |
| Global Trust Asset Management, LLC | 675 | $22.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 679 | $22.6K | 0.00% | +452+199.1% | Added |
| Stance Capital LLC | 700 | $23.3K | 0.01% | +700 | New |
| Salomon & Ludwin, LLC | 687 | $23.4K | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 724 | $24.3K | 0.01% | +724 | New |
| Pension & Wealth Management Advisors, Inc. | 750 | $25.0K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 765 | $25.5K | 0.01% | −42,167−98.2% | Reduced |
| CVA Family Office, LLC | 796 | $26.5K | 0.00% | +117+17.2% | Added |
| Onefund, LLC | 837 | $27.8K | 0.02% | −8−0.9% | Reduced |
| Ossiam | 875 | $29.1K | 0.00% | +875 | New |
| Zions Bancorporation, National Association | 994 | $33.1K | 0.00% | −208−17.3% | Reduced |
| Hilton Head Capital Partners, LLC | 1,000 | $33.3K | 0.02% | −500−33.3% | Reduced |
| Hickory Point Bank & Trust | 1,000 | $33.3K | 0.02% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1,017 | $36.2K | 0.00% | +1,017 | New |
| Cullen/Frost Bankers, Inc. | 1,116 | $37.1K | 0.00% | +1,116 | New |
| Parkside Financial Bank & Trust | 1,122 | $37.3K | 0.00% | +2+0.2% | Added |
| Anchor Investment Management, LLC | 1,221 | $40.6K | 0.00% | +15+1.2% | Added |
| International Assets Investment Management, LLC | 1,288 | $43.9K | 0.00% | +16+1.3% | Added |
| Manchester Capital Management LLC | 1,322 | $44.0K | 0.01% | −98−6.9% | Reduced |
| Atlas Capital Advisors LLC | 1,335 | $44.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,346 | $44.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,386 | $46.1K | 0.00% | +622+81.4% | Added |
| Investors Research Corp | 1,400 | $46.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,550 | $51.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,832 | $61.0K | 0.02% | −428−18.9% | Reduced |
| Nykredit A/S | 1,879 | $62.5K | 0.00% | +1,879 | New |
| Caldwell Sutter Capital, Inc. | 1,900 | $63.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,924 | $64.0K | 0.04% | +376+24.3% | Added |
| Kingdom Financial Group LLC. | 2,062 | $68.6K | 0.02% | −239−10.4% | Reduced |
| Global Retirement Partners, LLC | 2,198 | $73.1K | 0.00% | +2,198 | New |
| Larson Financial Group LLC | 2,246 | $74.7K | 0.00% | +162+7.8% | Added |
| CNB Bank | 2,259 | $75.2K | 0.03% | −9−0.4% | Reduced |
| Assetmark, Inc | 2,354 | $78.3K | 0.00% | +29+1.2% | Added |
| Elevated Capital Advisors, LLC | 2,498 | $83.1K | 0.02% | −2,114−45.8% | Reduced |
| Consultiva Wealth Management, Corp. | 2,554 | $85.0K | 0.19% | +1,220+91.5% | Added |
| Ameritas Investment Partners, Inc. | 2,630 | $87.5K | 0.00% | −162−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,634 | $87.6K | 0.00% | +559+26.9% | Added |
| First Horizon Corp | 2,641 | $87.9K | 0.00% | +2,641 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,831 | $94.0K | 0.00% | +2,831 | New |
| Caldwell Trust Co | 3,009 | $100.1K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,091 | $102.8K | 0.00% | −5,385−63.5% | Reduced |
| Hantz Financial Services, Inc. | 3,323 | $111.0K | 0.00% | −611−15.5% | Reduced |
| Optiver Holding B.V. | 3,398 | $113.1K | 0.00% | +3,398 | New |
| Catherine Avery Investment Management LLC | 3,614 | $120.2K | 0.05% | −230−6.0% | Reduced |
| Geneos Wealth Management Inc. | 3,671 | $122.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,684 | $122.6K | 0.00% | +3,559+2,847.2% | Added |
| Essential Partners LLC | 4,813 | $160.1K | 0.07% | +2,819+141.4% | Added |
| TD Waterhouse Canada Inc. | 4,747 | $161.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 4,920 | $164.0K | 0.00% | +426+9.5% | Added |
| Whittier Trust Co of Nevada Inc | 4,900 | $168.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,284 | $175.8K | 0.00% | −973−15.6% | Reduced |
| Capital Analysts, LLC | 5,565 | $185.0K | 0.00% | +7+0.1% | Added |
| Tema ETFs LLC | 5,635 | $187.5K | 0.01% | +435+8.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,430 | $213.9K | 0.00% | −274,788−97.7% | Reduced |
| SeaCrest Wealth Management, LLC | 6,479 | $215.6K | 0.02% | +6,479 | New |
| Versant Capital Management, Inc | 6,572 | $218.7K | 0.02% | +950+16.9% | Added |
| Harvest Investment Services, LLC | 6,582 | $219.0K | 0.03% | +6,582 | New |
| RFG Advisory, LLC | 6,586 | $219.1K | 0.00% | +6,586 | New |
| Signaturefd, LLC | 6,617 | $220.1K | 0.00% | +760+13.0% | Added |
| Summit Financial Wealth Advisors, LLC | 6,734 | $224.0K | 0.03% | +6,734 | New |
| Buckingham Strategic Partners | 6,866 | $228.4K | 0.00% | +6,866 | New |
| XML Financial, LLC | 7,050 | $234.6K | 0.02% | +7,050 | New |
| Kera Capital Partners, Inc. | 7,069 | $235.2K | 0.02% | +7,069 | New |
| Blair William & Co | 7,098 | $236.2K | 0.00% | +7,098 | New |
| Canada Post Corp Registered Pension Plan | 7,213 | $240.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,230 | $240.5K | 0.00% | +7,230 | New |
| Evergreen Capital Management LLC | 7,334 | $244.2K | 0.00% | +7,334 | New |
| Baker Avenue Asset Management, LP | 7,372 | $245.3K | 0.00% | +7,372 | New |
| Coldstream Capital Management Inc | 7,445 | $247.7K | 0.00% | +7,445 | New |
| Catalyst Funds Management Pty Ltd | 7,450 | $247.9K | 0.01% | −1,208−14.0% | Reduced |
| Krilogy Financial LLC | 7,457 | $248.1K | 0.01% | +7,457 | New |
| Diametric Capital, LP | 7,684 | $255.6K | 0.03% | +7,684 | New |
| Walleye Capital LLC | 7,728 | $257.1K | 0.00% | −36,888−82.7% | Reduced |
| Keystone Financial Group | 7,736 | $257.4K | 0.02% | −1,532−16.5% | Reduced |
| Checchi Capital Advisers, LLC | 7,747 | $257.7K | 0.02% | +7,747 | New |
| Wedmont Private Capital | 7,874 | $263.8K | 0.01% | +7,874 | New |