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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 3,671 | $122.1K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 3,614 | $120.2K | 0.05% | −230−6.0% | Reduced |
| Optiver Holding B.V. | 3,398 | $113.1K | 0.00% | +3,398 | New |
| Hantz Financial Services, Inc. | 3,323 | $111.0K | 0.00% | −611−15.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,091 | $102.8K | 0.00% | −5,385−63.5% | Reduced |
| Caldwell Trust Co | 3,009 | $100.1K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,831 | $94.0K | 0.00% | +2,831 | New |
| First Horizon Corp | 2,641 | $87.9K | 0.00% | +2,641 | New |
| EverSource Wealth Advisors, LLC | 2,634 | $87.6K | 0.00% | +559+26.9% | Added |
| Ameritas Investment Partners, Inc. | 2,630 | $87.5K | 0.00% | −162−5.8% | Reduced |
| Consultiva Wealth Management, Corp. | 2,554 | $85.0K | 0.19% | +1,220+91.5% | Added |
| Elevated Capital Advisors, LLC | 2,498 | $83.1K | 0.02% | −2,114−45.8% | Reduced |
| Assetmark, Inc | 2,354 | $78.3K | 0.00% | +29+1.2% | Added |
| CNB Bank | 2,259 | $75.2K | 0.03% | −9−0.4% | Reduced |
| Larson Financial Group LLC | 2,246 | $74.7K | 0.00% | +162+7.8% | Added |
| Global Retirement Partners, LLC | 2,198 | $73.1K | 0.00% | +2,198 | New |
| Kingdom Financial Group LLC. | 2,062 | $68.6K | 0.02% | −239−10.4% | Reduced |
| Covestor Ltd | 1,924 | $64.0K | 0.04% | +376+24.3% | Added |
| Caldwell Sutter Capital, Inc. | 1,900 | $63.2K | 0.02% | 00.0% | Unchanged |
| Nykredit A/S | 1,879 | $62.5K | 0.00% | +1,879 | New |
| Deseret Mutual Benefit Administrators | 1,832 | $61.0K | 0.02% | −428−18.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,550 | $51.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,400 | $46.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,386 | $46.1K | 0.00% | +622+81.4% | Added |
| Smartleaf Asset Management LLC | 1,346 | $44.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,335 | $44.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,322 | $44.0K | 0.01% | −98−6.9% | Reduced |
| International Assets Investment Management, LLC | 1,288 | $43.9K | 0.00% | +16+1.3% | Added |
| Anchor Investment Management, LLC | 1,221 | $40.6K | 0.00% | +15+1.2% | Added |
| Parkside Financial Bank & Trust | 1,122 | $37.3K | 0.00% | +2+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,116 | $37.1K | 0.00% | +1,116 | New |
| Compass Financial Management LLC | 1,017 | $36.2K | 0.00% | +1,017 | New |
| 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 |
| Zions Bancorporation, National Association | 994 | $33.1K | 0.00% | −208−17.3% | Reduced |
| Ossiam | 875 | $29.1K | 0.00% | +875 | New |
| Onefund, LLC | 837 | $27.8K | 0.02% | −8−0.9% | Reduced |
| CVA Family Office, LLC | 796 | $26.5K | 0.00% | +117+17.2% | Added |
| Aster Capital Management (DIFC) Ltd | 765 | $25.5K | 0.01% | −42,167−98.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 750 | $25.0K | 0.01% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 724 | $24.3K | 0.01% | +724 | New |
| Salomon & Ludwin, LLC | 687 | $23.4K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 700 | $23.3K | 0.01% | +700 | New |
| Ronald Blue Trust, Inc. | 679 | $22.6K | 0.00% | +452+199.1% | Added |
| Global Trust Asset Management, LLC | 675 | $22.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 672 | $22.4K | 0.00% | −21−3.0% | Reduced |
| True Wealth Design, LLC | 629 | $20.9K | 0.00% | +35+5.9% | Added |
| Generali Asset Management SPA SGR | 616 | $20.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 604 | $20.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 602 | $20.0K | 0.00% | −32−5.0% | Reduced |
| Trust Co of Toledo NA | 577 | $19.2K | 0.00% | −23−3.8% | Reduced |
| Atlantic Trust, LLC | 567 | $18.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 534 | $17.9K | 0.01% | +24+4.7% | Added |
| Owl Creek Wealth Partners LLC | 535 | $17.8K | 0.01% | +15+2.9% | Added |
| IFG Advisory, LLC | 525 | $17.5K | 0.00% | +525 | New |
| Whittier Trust Co | 500 | $17.2K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 511 | $17.0K | 0.00% | +511 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 519 | $17.0K | 0.00% | 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 |
| Millstone Evans Group, LLC | 486 | $16.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $16.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 471 | $15.7K | 0.00% | +14+3.1% | Added |
| Keating Financial Advisory Services, Inc. | 439 | $14.6K | 0.00% | +64+17.1% | Added |
| Persistent Asset Partners Ltd | 434 | $14.4K | 0.00% | +434 | New |
| Pinnacle Wealth Planning Services, Inc. | 428 | $14.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 423 | $14.1K | 0.00% | +325+331.6% | Added |
| Rakuten Securities, Inc. | 419 | $13.9K | 0.00% | +69+19.7% | Added |
| Ameriflex Group, Inc. | 413 | $13.7K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 410 | $13.6K | 0.00% | +410 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 392 | $13.0K | 0.00% | +56+16.7% | Added |
| Massmutual Trust Co FSB | 388 | $12.9K | 0.00% | +3+0.8% | Added |
| Key Capital Management, INC | 369 | $12.3K | 0.01% | −732−66.5% | Reduced |
| Fortitude Family Office, LLC | 366 | $12.2K | 0.00% | +64+21.2% | Added |
| Bokf, NA | 347 | $11.5K | 0.00% | +347 | New |
| South Dakota Investment Council | 292 | $10.0K | 0.00% | −3,650−92.6% | Reduced |
| Alpine Bank Wealth Management | 300 | $9.98K | 0.00% | +300 | New |
| Bogart Wealth, LLC | 296 | $9.84K | 0.00% | −5−1.7% | Reduced |
| Key Financial Inc | 291 | $9.68K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 281 | $9.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 275 | $9.15K | 0.00% | +191+227.4% | Added |
| Ogorek Anthony Joseph | 289 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 250 | $8.32K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $8.32K | 0.00% | +250 | New |
| Aspect Partners, LLC | 243 | $8.09K | 0.00% | +243 | New |
| Institute for Wealth Management, LLC. | 241 | $8.02K | 0.00% | +241 | New |
| GW&K Investment Management, LLC | 254 | $8.00K | 0.00% | +212+504.8% | Added |
| Farmers & Merchants Investments Inc | 215 | $7.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 202 | $6.79K | 0.00% | +110+119.6% | Added |
| Triumph Capital Management | 200 | $6.65K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $6.65K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $6.65K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 198 | $6.59K | 0.00% | +198 | New |
| Silver Grove Financial Group, Inc. | 193 | $6.42K | 0.00% | +193 | New |
| POM Investment Strategies, LLC | 190 | $6.32K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 184 | $6.12K | 0.00% | +3+1.7% | Added |