Franklin TempletonBEN

13F holders, Q4 2024 (December 31)
566holders +8
56new positions
70sold out
9famous investors
$20.32avg. 13F price*

At the end of Q4 2024, 566 institutions reported holding Franklin Templeton Inc. (BEN) in their 13F filings, up 8 from Q3 2024. 56 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($765.3M), Power Corp of Canada ($640.3M) and BlackRock, Inc. ($608.0M). 9 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Franklin Templeton Inc.
Sector
Finance
CUSIP
354613101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 594Q1 2024Q2 2024: 581Q2 2024Q3 2024: 558Q3 2024Q4 2024: 566Q4 2024Q1 2025: 563Q1 2025Q2 2025: 567Q2 2025Q3 2025: 591Q3 2025Q4 2025: 576Q4 2025Q1 2026: 611Q1 2026Q2 2026: 669Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions56$140.2M
Exits70$90.7M

All 13F filers, Q3 2024 → Q4 2024: 28,579,471 shares bought and 20,350,762 shares sold, net +8,228,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 566 holders

Vanguard Group Inc. 0.01% Add +3.0% 37,715,809 $765.3M
Power Corp of Canada 100.00% Reduce -2.2% 31,557,117 $640.3M
BlackRock, Inc. 0.01% Reduce -2.8% 29,964,013 $608.0M
State Street Corp. 0.02% Add +3.7% 21,933,901 $451.9M
Invesco Ltd. 0.04% Add +9.4% 11,721,446 $237.8M
ProShare Advisors LLC 0.44% Add +19.6% 9,403,875 $190.8M
Geode Capital Management, LLC 0.01% Reduce -0.4% 7,303,699 $147.8M
Goldman Sachs Group Inc. 0.03% Reduce -7.9% 7,223,384 $146.6M
First Trust Advisors LP 0.12% Add +33.1% 6,438,863 $130.6M
Dimensional Fund Advisors LP 0.03% Add +8.3% 6,002,950 $121.8M
Morgan Stanley 0.01% Add +2.3% 5,129,170 $104.1M
Amundi 0.03% Add +62.9% 3,752,326 $75.9M
Two Sigma Advisers, LP 0.17% Add +173.7% 3,531,700 $71.7M
Voloridge Investment Management, LLC 0.23% Reduce -12.1% 3,143,463 $63.8M
Charles Schwab Investment Management Inc. 0.01% Add +3.3% 3,097,979 $62.9M
Northern Trust Corp. 0.01% Add +10.7% 3,086,345 $62.6M
AQR Capital Management 0.08% Reduce -13.8% 3,033,736 $61.5M
Two Sigma Investments, LP 0.14% Add +132.7% 2,935,292 $59.6M
Vest Financial, LLC 1.05% Add +32.1% 2,923,399 $59.3M
Norges Bank 0.01% Reduce -4.8% 2,645,422 $53.7M
Evergreen Quality Fund GP, Ltd. 1.71% New 2,630,190 $53.4M
UBS Group AG 0.01% Add +58.3% 2,312,823 $46.9M
Nomura Asset Management Co. Ltd. 0.12% Add +23.9% 2,026,650 $41.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +19.7% 1,911,199 $38.8M
Deutsche Bank AG 0.01% Add +30.3% 1,887,458 $38.3M
HSBC Holdings PLC 0.02% Add +74.6% 1,852,514 $37.6M
Bank of New York Mellon Corp 0.01% Reduce -56.1% 1,706,890 $34.6M
Millennium Management 0.03% Reduce -12.8% 1,634,687 $33.2M
GMO 0.10% Reduce -0.8% 1,518,144 $30.8M
LPL Financial LLC 0.01% Add +76.8% 1,517,598 $30.8M
Barclays PLC 0.01% Reduce -9.9% 1,479,915 $30.0M
Citadel Advisors 0.03% Add +36.6% 1,356,185 $27.5M
Legal & General Group Plc 0.01% Reduce -25.0% 1,318,232 $26.7M
Kopernik Global Investors, LLC 2.62% No change 1,208,837 $24.5M
Kettle Hill Capital Management, LLC 4.42% New 1,001,740 $20.3M
Franklin Resources Inc. 0.01% Add +1.4% 910,234 $18.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +4.6% 843,922 $17.1M
Swiss Life Asset Management Ltd 0.12% Add +99.1% 826,893 $16.8M
Balyasny Asset Management L.P. 0.04% New 786,722 $16.0M
Nuveen Asset Management, LLC 0.00% Reduce -3.2% 756,873 $15.4M
Royal Bank of Canada 0.00% Reduce -51.8% 755,721 $15.3M
Allianz Asset Management GmbH 0.02% Reduce -0.4% 737,884 $15.0M
California State Teachers Retirement System 0.02% Add +37.8% 729,073 $14.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +6.1% 714,956 $14.6M
JPMorgan Chase & Co. 0.00% Reduce -65.0% 707,530 $14.4M
AustralianSuper Pty Ltd 0.07% Add +6.1% 680,905 $13.8M
BNP Paribas Financial Markets 0.01% Add +57.5% 648,812 $13.2M
AE Wealth Management LLC 0.11% Add +12.7% 635,659 $12.9M
Mather Group, Llc. 0.16% Add +3.6% 622,215 $12.6M
Greenwich Wealth Management LLC 0.86% Add +0.1% 602,046 $12.2M
Worldquant Millennium Advisors LLC 0.08% Add +51.1% 600,968 $12.2M
Victory Capital Management Inc. 0.01% Reduce -23.8% 598,131 $12.1M
Bank of America Corp. 0.00% Reduce -42.1% 597,793 $12.1M
Foundation Resource Management Inc. 1.94% Reduce -2.3% 572,379 $11.6M
Cerity Partners LLC 0.02% Add +22.7% 565,771 $11.5M
Raymond James Financial Inc. 0.00% — 565,508 $11.5M
Squarepoint Ops LLC 0.03% Reduce -59.4% 555,622 $11.3M
Sound Income Strategies, LLC 0.68% Add +5.3% 543,875 $11.0M
ExodusPoint Capital Management, LP 0.11% New 535,388 $10.9M
Janney Montgomery Scott LLC 0.03% Add +8.8% 535,260 $10.9M
Rhumbline Advisers 0.01% Reduce -3.7% 526,726 $10.7M
Meiji Yasuda Asset Management Co Ltd. 0.38% Reduce -1.8% 493,444 $10.0M
Renaissance Technologies 0.01% Add +262.5% 492,241 $10.0M
Commonwealth Equity Services, LLC 0.01% Add +12.6% 477,828 $9.7M
D. E. Shaw & Co. 0.01% Add +80.2% 477,613 $9.7M
Robeco Institutional Asset Management B.V. 0.02% Reduce -15.5% 456,580 $9.3M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +33.9% 443,641 $9.0M
Manufacturers Life Insurance Company, The 0.01% Add +80.1% 441,559 $9.0M
T. Rowe Price Associates Inc. 0.00% Add +0.6% 432,620 $8.8M
Cadence Bank 0.56% Add +1.8% 408,389 $8.3M
Ameriprise Financial Inc. 0.00% Reduce -6.7% 398,444 $8.1M
Citigroup Inc. 0.01% Reduce -35.4% 398,079 $8.1M
Principal Financial Group Inc. 0.00% Reduce -0.6% 378,831 $7.7M
Alliancebernstein L.P. 0.00% Reduce -5.3% 366,741 $7.4M
California Public Employees Retirement System 0.00% Reduce -32.4% 349,090 $7.1M
State Board of Administration of Florida Retirement System 0.01% No change 313,548 $6.4M
New York State Teachers Retirement System 0.01% Reduce -5.8% 303,975 $6.2M
Yousif Capital Management, LLC 0.07% Reduce -6.2% 299,250 $6.1M
Man Group plc 0.02% Add +183.3% 296,517 $6.0M
Tidal Investments LLC 0.05% Add +2.3% 294,530 $6.0M
Envestnet Asset Management Inc. 0.00% Add +230.1% 291,821 $5.9M
Marshall Wace, LLP 0.01% Reduce -38.6% 285,593 $5.8M
Tudor Investment Corporation 0.06% Reduce -83.2% 282,953 $5.7M
State of Tennessee, Department of Treasury 0.02% Reduce -3.1% 272,952 $5.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -27.6% 261,433 $5.3M
Pictet Asset Management Holding SA 0.01% Add +16.0% 253,009 $5.1M
New Age Alpha Advisors, LLC 0.20% New 238,485 $4.8M
Chatham Capital Group, Inc. 0.79% Reduce -1.9% 238,217 $4.8M
Verition Fund Management LLC 0.02% Add +2.1% 236,248 $4.8M
Bank of Montreal 0.00% Reduce -10.5% 235,784 $4.8M
Russell Investments Group, Ltd. 0.01% Reduce -3.6% 234,751 $4.8M
Mercer Global Advisors Inc. 0.01% Add +450.8% 229,249 $4.7M
Quantbot Technologies LP 0.16% Reduce -14.8% 219,867 $4.5M
Altrius Capital Management Inc 1.19% Add +0.0% 217,566 $4.4M
Schaper Benz & Wise Investment Counsel Inc. 0.35% Reduce -0.4% 213,172 $4.3M
Wells Fargo & Company 0.00% Reduce -19.7% 213,047 $4.3M
Aquatic Capital Management LLC 0.12% Reduce -9.2% 210,433 $4.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 209,600 $4.3M
Cresset Asset Management, LLC 0.02% Reduce -3.3% 191,677 $3.9M
Jane Street Group, LLC 0.01% New 190,557 $3.9M

"% of holder's portfolio" is BEN's weight in each manager's 13F, not the share of Franklin Templeton Inc. the manager owns.

Show all 566 holders