BEN · Company research
Franklin Templeton, Inc. (BEN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 8030000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15250 | 489830000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1600 | 105728 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| McKinney Capital Management, LLC | 2133532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126142 | 9874396 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2202 | 232377 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Greenline Partners, LLC | 1697323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7704 | 509080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NI ACQUISITIONS COMPANY, LLC | 2148757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 548 | 104405 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Blueprint Financial Advisors LLC | 2054129 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11078 | 278833 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16098 | 931833 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11587212 | 233662816 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MFA WEALTH ADVISORS, LLC | 1688184 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 426562 | 10736556 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Tortoise Investment Management, LLC | 1599511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 629250 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| B. Riley Wealth Advisors, Inc. | 1464811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7475 | 217680 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55809 | 2080124 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18999 | 474796 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SEEDS INVESTOR LLC | 2021047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165782 | 3987047 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First International Bank of Israel Ltd. | 2081196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84000 | 3639720 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST HAWAIIAN BANK | 764106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151295 | 6463322 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Vickerman Investment Advisors, Inc. | 1898296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 357350 | 15266005 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14021 | 601367 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Orgel Wealth Management, LLC | 1658535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54702 | 3166426 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Southland Equity Partners LLC | 2006517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39565 | 1690202 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Prostatis Group LLC | 1649186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117400 | 5015315 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 5441 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LOM Asset Management Ltd | 2077907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9161 | 391358 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24198 | 609064 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500470 | 10149534 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Gateway Wealth Partners, LLC | 1966037 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69694 | 2011019 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1381155 | 79948190 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ridgeline Wealth Planning, LLC | 2013788 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136735 | 5841325 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BARRETT & COMPANY, INC. | 887602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 43283 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Next Level Private LLC | 1910366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 439360 | 12677742 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Focus Financial Network, Inc. | 2010942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98781 | 3513640 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30816 | 1096118 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10007 | 339338 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ProVise Management Group, LLC | 1305707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8272 | 478825 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Independence Financial Advisors, LLC | 2066080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 298880 | 6850333 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237746 | 5984055 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Whitcomb & Hess, Inc. | 1813577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82846 | 1773733 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Sonoma Allocations LLC | 2084965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8073 | 438404 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 578891 | 45315665 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MRA Advisory Group | 1841816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4122 | 272382 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 770191 | 44582480 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5136 | 199555 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLUE JEAN FINANCIAL LLC | 2047089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68820 | 1577354 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Forefront Wealth Partners, LLC | 2068112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40594 | 2349784 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Circle Wealth Management, LLC | 1578242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23368 | 1202751 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PERSONAL CFO SOLUTIONS, LLC | 1677501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5882 | 342568 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200483 | 13247917 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76 | 4057 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Mirador Capital Partners LP | 1633446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156800 | 6698512 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Fire Capital Management LLC | 2059571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95360 | 2400230 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Asset One Wealth Management LLC | 2110759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60851 | 3418622 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fermata Advisors, LLC | 1859259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12216 | 279991 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Bensler, LLC | 1965941 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20653 | 1616726 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Innovative Wealth Building LLC | 2062596 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32773 | 945666 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211689 | 8414653 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LETKO, BROSSEAU & ASSOCIATES INC | 1297496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61500 | 2187555 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34100 | 1355475 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Hobart Private Capital, LLC | 1767062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90072 | 2267112 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Financial Partners Group, Inc | 1731169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13719 | 345312 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52560 | 2098127 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealth Alliance Advisory Group, LLC | 1735734 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215204 | 5416685 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Anchor Bay Capital, Inc. | 2083500 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43317 | 1561145 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99000 | 4496778 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9704 | 244250 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BBR PARTNERS, LLC | 1352467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 354265 | 12601200 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WESCAP Management Group, Inc. | 1667140 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17902 | 711605 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mission Hills Financial Advisory, LLC | 2043220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190163 | 4358534 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrity Financial Corp /WA | 1917704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122116 | 7112081 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Stratos Investment Management, LLC | 1707206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211505 | 12242984 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56625 | 3277 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33573 | 718462 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Belpointe Asset Management LLC | 1721242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24765 | 984422 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Intesa Sanpaolo Wealth Management | 2110902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 656 | 26076 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 200280 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KINTRA WEALTH, LLC | 1904432 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28540 | 707507 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Intrua Financial, LLC | 1812792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160362 | 4627248 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Paul R. Ried Financial Group, LLC | 2033053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40764 | 3191034 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.