Franklin Templeton Inc (BEN) shareholders
BENNYSEInvestment AdviceFiscal year ends September 30
Financials through Q4 FY2026, quarter ended Sep 30, 2026Last filing: 10-K on Nov 9, 2026Score 12/306% above fair value
$36.02+0.16 (+0.45%)
Close on Nov 13, 2026Market cap $18.30BP/E 18.3Yield 3.66%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.6%
272M of 508M shares
Institutional holders
666
114 new, 53 sold out
Net institutional buying
-16M
In Q2 2026
Insider trades, 12 months
2 buys · 1 sales
Net sold $3.66M
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BEN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 28,910,284 | 5.69% | $961.85M | +143,111 | 0.01% |
| Power Corp of Canada | 25,340,031 | 4.99% | $843.06M | −6,217,086 | 100.00% |
| Vanguard Capital Management LLC | 20,135,638 | 3.96% | $669.91M | +47,025 | 0.01% |
| State Street Corp | 19,733,211 | 3.88% | $662.93M | +119,811 | 0.02% |
| Vanguard Portfolio Management LLC | 13,735,521 | 2.70% | $456.98M | −108,588 | 0.02% |
| Invesco Ltd. | 12,091,225 | 2.38% | $402.28M | −1,473,175 | 0.03% |
| Dimensional Fund Advisors LP | 10,224,825 | 2.01% | $340.18M | −635,500 | 0.06% |
| Geode Capital Management, LLC | 7,910,758 | 1.56% | $262.70M | +100,912 | 0.01% |
| Goldman Sachs Group Inc | 7,256,259 | 1.43% | $241.42M | −185,900 | 0.02% |
| Azora Capital LP | 6,908,621 | 1.36% | $229.85M | +1,808,672 | 9.68% |
| ProShare Advisors LLC | 6,022,325 | 1.19% | $200.36M | −534,001 | 0.29% |
| Artemis Investment Management LLP | 5,311,209 | 1.05% | $176.70M | +431,323 | 1.57% |
| Morgan Stanley | 5,011,520 | 0.99% | $166.73M | +96,372 | 0.01% |
| Bank of New York Mellon Corp | 4,589,483 | 0.90% | $152.69M | +4,788 | 0.03% |
| Barclays PLC | 4,042,708 | 0.80% | $134.50M | +1,229,079 | 0.03% |
| Northern Trust Corp | 3,545,296 | 0.70% | $117.95M | −124,191 | 0.01% |
| Charles Schwab Investment Management Inc | 3,242,005 | 0.64% | $107.86M | +10,083 | 0.01% |
| Verition Fund Management LLC | 2,980,343 | 0.59% | $99.16M | −42,084 | 0.50% |
| Norges Bank | 2,956,401 | 0.58% | $98.36M | New | 0.01% |
| UBS Group AG | 2,412,123 | 0.47% | $80.25M | −31,730 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 666 | 272M | 53.6% | 114 / 236 | 223 / 53 | 24M | 40M |
| Q1 2026 | 611 | 288M | 56.7% | 95 / 215 | 201 / 49 | 74M | 24M |
| Q4 2025 | 576 | 277M | 54.5% | 86 / 214 | 185 / 89 | 32M | 25M |
| Q3 2025 | 591 | 271M | 53.3% | 92 / 205 | 187 / 61 | 25M | 49M |
| Q2 2025 | 567 | 294M | 57.9% | 93 / 182 | 217 / 84 | 47M | 36M |
| Q1 2025 | 563 | 283M | 55.8% | 69 / 234 | 166 / 66 | 26M | 17M |
| Q4 2024 | 566 | 275M | 54.1% | 90 / 198 | 199 / 71 | 30M | 23M |
| Q3 2024 | 558 | 268M | 52.8% | 77 / 239 | 165 / 95 | 64M | 20M |
| Q2 2024 | 581 | 257M | 50.6% | 76 / 254 | 166 / 83 | 28M | 43M |
| Q1 2024 | 595 | 273M | 53.8% | 93 / 227 | 175 / 58 | 62M | 11M |
| Q4 2023 | 565 | 223M | 43.9% | 92 / 192 | 196 / 56 | 22M | 20M |
| Q3 2023 | 537 | 222M | 43.6% | 58 / 174 | 194 / 51 | 11M | 23M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
509 funds held BEN in Q2 2026, 80% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BEN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 9,903,891 | 1.95% | $329.50M | 0.01% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 7,944,947 | 1.56% | $264.33M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 7,146,266 | 1.41% | $237.76M | 0.13% | Jun 30, 2026 |
| iShares Select Dividend ETF | 6,355,356 | 1.25% | $215.19M | 0.92% | Jul 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 5,983,482 | 1.18% | $202.60M | 0.21% | Jul 31, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 5,955,642 | 1.17% | $184.74M | 1.67% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,529,499 | 0.89% | $150.70M | 0.22% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 4,216,911 | 0.83% | $140.30M | 0.02% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 3,931,895 | 0.77% | $121.97M | 0.01% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | 3,457,781 | 0.68% | $115.04M | 1.56% | Jun 30, 2026 |
| Invesco S&P 500 High Dividend Low Volatility ETF | 2,917,108 | 0.57% | $90.49M | 2.80% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 2,739,614 | 0.54% | $91.15M | 0.43% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 2,479,318 | 0.49% | $83.95M | 0.50% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 2,160,468 | 0.43% | $73.15M | 0.51% | Jul 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 2,073,467 | 0.41% | $68.98M | 0.13% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jennifer M. Johnson | Chief Executive Officer, Director | 7,249,823 | 1.43% | Oct 19, 2026 |
| Gregory E. Johnson | Executive Chairman, Director | 5,982,794 | 1.18% | Oct 15, 2026 |
| Matthew Nicholls | Co-President, CFO & COO | 774,348 | 0.15% | Nov 12, 2026 |
| Lindsey Harumi Oshita | Chief Accounting Officer | 32,624 | 0.01% | Oct 15, 2026 |
| Terrence Murphy | Co-President, Public Markets | 532,162 | 0.10% | Oct 15, 2026 |
| Daniel Gamba | Co-President, Chief Commercial | 690,609 | 0.14% | Oct 15, 2026 |
| Thomas C. Merchant | EVP, General Counsel | 120,475 | 0.02% | Oct 15, 2026 |
| Alok Sethi | EVP, Head of Global Operations | 90,510 | 0.02% | Sep 3, 2025 |
| Adam Benjamin Spector | EVP, Head Global Distribution | 593,282 | 0.12% | Sep 3, 2025 |
| Karen Matsushima King | Director | – | – | Oct 5, 2026 |
| John Y. Kim | Director | – | – | Oct 5, 2026 |
| Seth H. Waugh | Director | 2,414 | 0.00% | Feb 4, 2026 |
| Alexander S. Friedman | Director | – | – | Feb 4, 2026 |
| Geoffrey Y. Yang | Director | 74,064 | 0.01% | Feb 4, 2026 |
| Mariann H. Byerwalter | Director | 43,969 | 0.01% | Feb 4, 2026 |
| Anthony Noto | Director | 47,152 | 0.01% | Feb 4, 2026 |
| John W. Thiel | Director | 40,792 | 0.01% | Feb 4, 2026 |
| Charles B. Johnson | 10% owner | 94,193,180 | 18.54% | Dec 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew Nicholls Co-President, CFO & COO | Nov 11, 2026 | Sale | −160,000 | $36.20 | $5.79M | 774,348 |
| Jennifer M. Johnson Chief Executive Officer, Director | Oct 19, 2026 | Gift | +32,625 | – | – | 638,554 |
| Jennifer M. Johnson Chief Executive Officer, Director | Oct 19, 2026 | Gift | −32,625 | – | – | 3,753,930 |
| Thomas C. Merchant EVP, General Counsel | Oct 13, 2026 | Award | +18,426 | – | – | 120,475 |
| Thomas C. Merchant EVP, General Counsel | Oct 13, 2026 | Award | +19,244 | $31.18 | $600.03K | 102,049 |
| Terrence Murphy Co-President, Public Markets | Oct 13, 2026 | Award | +3,689 | – | – | 532,162 |
| Terrence Murphy Co-President, Public Markets | Oct 13, 2026 | Award | +137,589 | $31.18 | $4.29M | 528,473 |
| Matthew Nicholls Co-President, CFO & COO | Oct 13, 2026 | Award | +117,420 | – | – | 934,348 |
| Matthew Nicholls Co-President, CFO & COO | Oct 13, 2026 | Award | +99,664 | $31.18 | $3.11M | 816,928 |
| Jennifer M. Johnson Chief Executive Officer, Director | Oct 13, 2026 | Award | +146,521 | – | – | 3,786,555 |
| Jennifer M. Johnson Chief Executive Officer, Director | Oct 13, 2026 | Award | +202,053 | $31.18 | $6.30M | 3,640,034 |
| Gregory E. Johnson Executive Chairman, Director | Oct 13, 2026 | Award | +22,259 | – | – | 2,723,059 |
| Gregory E. Johnson Executive Chairman, Director | Oct 13, 2026 | Award | +23,814 | $31.18 | $742.52K | 2,700,800 |
| Daniel Gamba Co-President, Chief Commercial | Oct 13, 2026 | Award | +82,025 | $31.18 | $2.56M | 690,609 |
| Lindsey Harumi Oshita Chief Accounting Officer | Oct 13, 2026 | Award | +6,495 | $31.18 | $202.51K | 32,624 |
| Matthew Nicholls Co-President, CFO & COO | Aug 31, 2026 | Tax withholding | −61,533 | $34.15 | $2.10M | 717,264 |
| Lindsey Harumi Oshita Chief Accounting Officer | Aug 31, 2026 | Tax withholding | −2,598 | $34.15 | $88.72K | 26,129 |
| Daniel Gamba Co-President, Chief Commercial | Aug 31, 2026 | Tax withholding | −64,136 | $34.15 | $2.19M | 608,584 |
| Terrence Murphy Co-President, Public Markets | Aug 31, 2026 | Tax withholding | −25,125 | $34.15 | $858.02K | 390,884 |
| Thomas C. Merchant EVP, General Counsel | Aug 31, 2026 | Tax withholding | −9,807 | $34.15 | $334.91K | 82,805 |
| Jennifer M. Johnson Chief Executive Officer, Director | Aug 31, 2026 | Tax withholding | −116,053 | $34.15 | $3.96M | 3,437,981 |
| Gregory E. Johnson Executive Chairman, Director | Aug 31, 2026 | Tax withholding | −10,568 | $34.15 | $360.90K | 2,676,986 |
| Daniel Gamba Co-President, Chief Commercial | Jul 21, 2026 | Award | +229,850 | $32.63 | $7.50M | 672,720 |
| Jennifer M. Johnson Chief Executive Officer, Director | Jul 21, 2026 | Award | +229,850 | $32.63 | $7.50M | 3,554,034 |
| Matthew Nicholls Co-President, CFO & COO | Jul 21, 2026 | Award | +229,850 | $32.63 | $7.50M | 778,797 |
| Terrence Murphy Co-President, Public Markets | Jul 21, 2026 | Award | +229,850 | $32.63 | $7.50M | 416,009 |
| Anthony Noto Director | Feb 4, 2026 | Award | +7,593 | $27.00 | $205.01K | 47,152 |
| John W. Thiel Director | Feb 3, 2026 | Award | +7,593 | $27.00 | $205.01K | 40,792 |
| Mariann H. Byerwalter Director | Feb 3, 2026 | Award | +7,593 | $27.00 | $205.01K | 34,781 |
| Geoffrey Y. Yang Director | Feb 3, 2026 | Award | +7,593 | $27.00 | $205.01K | 74,064 |
| Anthony Noto Director | Feb 3, 2026 | Award | +7,593 | $27.00 | $205.01K | 47,152 |
| Jennifer M. Johnson Chief Executive Officer, Director | Jan 5, 2026 | Gift | +3,920 | – | – | 605,929 |
| Jennifer M. Johnson Chief Executive Officer, Director | Jan 5, 2026 | Gift | −6,272 | – | – | 3,324,184 |
| Charles B. Johnson 10% owner | Dec 26, 2025 | Gift | −25,440 | – | – | 90,108,421 |
| Jennifer M. Johnson Chief Executive Officer, Director | Dec 26, 2025 | Gift | +1,272 | – | – | 3,330,456 |
| Jennifer M. Johnson Chief Executive Officer, Director | Dec 26, 2025 | Gift | +6,360 | – | – | 602,009 |
| Gregory E. Johnson Executive Chairman, Director | Dec 26, 2025 | Gift | +2,544 | – | – | 254,959 |
| Gregory E. Johnson Executive Chairman, Director | Dec 26, 2025 | Gift | +1,272 | – | – | 27,716 |
| Gregory E. Johnson Executive Chairman, Director | Dec 26, 2025 | Gift | +1,272 | – | – | 2,687,554 |
| Charles B. Johnson 10% owner | Dec 17, 2025 | Gift | −3,816 | – | – | 90,133,861 |
| Jennifer M. Johnson Chief Executive Officer, Director | Dec 1, 2025 | Tax withholding | −42,603 | $22.54 | $960.27K | 3,329,184 |
| Thomas C. Merchant EVP, General Counsel | Dec 1, 2025 | Tax withholding | −8,091 | $22.54 | $182.37K | 92,612 |
| Gregory E. Johnson Executive Chairman, Director | Dec 1, 2025 | Tax withholding | −8,460 | $22.54 | $190.69K | 2,686,282 |
| Matthew Nicholls Co-President, CFO & COO | Dec 1, 2025 | Tax withholding | −50,427 | $22.54 | $1.14M | 548,947 |
| Charles B. Johnson 10% owner | Nov 20, 2025 | Buy | +50,000 | $21.20 | $1.06M | 90,137,677 |
| Charles B. Johnson 10% owner | Nov 18, 2025 | Buy | +50,000 | $21.49 | $1.07M | 90,087,677 |
| Matthew Nicholls Co-President, CFO & COO | Nov 4, 2025 | Award | +91,183 | – | – | 599,374 |
| Matthew Nicholls Co-President, CFO & COO | Nov 4, 2025 | Award | +110,226 | $22.59 | $2.49M | 508,191 |
| Jennifer M. Johnson Chief Executive Officer, Director | Nov 4, 2025 | Award | +108,262 | – | – | 3,371,787 |
| Jennifer M. Johnson Chief Executive Officer, Director | Nov 4, 2025 | Award | +306,552 | $22.59 | $6.93M | 3,263,525 |
| Gregory E. Johnson Executive Chairman, Director | Nov 4, 2025 | Award | +16,656 | – | – | 2,694,742 |
| Gregory E. Johnson Executive Chairman, Director | Nov 4, 2025 | Award | +25,012 | $22.59 | $565.02K | 2,678,086 |
| Thomas C. Merchant EVP, General Counsel | Nov 4, 2025 | Award | +16,494 | – | – | 100,703 |
| Thomas C. Merchant EVP, General Counsel | Nov 4, 2025 | Award | +22,688 | $22.59 | $512.52K | 84,209 |
| Terrence Murphy Co-President, Public Markets | Nov 4, 2025 | Award | +46,730 | $22.59 | $1.06M | 186,159 |
| Daniel Gamba Co-President, Chief Commercial | Oct 15, 2025 | Award | +442,870 | $22.79 | $10.09M | 442,870 |
| Lindsey Harumi Oshita Chief Accounting Officer | Oct 14, 2025 | Award | +7,637 | $22.92 | $175.04K | 28,727 |
| Matthew Nicholls EVP, CFO & COO | Aug 31, 2025 | Tax withholding | −63,619 | $25.66 | $1.63M | 397,965 |
| Adam Benjamin Spector EVP, Head Global Distribution | Aug 31, 2025 | Tax withholding | −29,034 | $25.66 | $745.01K | 593,282 |
| Terrence Murphy EVP, Head of Public Markets | Aug 31, 2025 | Tax withholding | −19,214 | $25.66 | $493.03K | 139,429 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.22%
17M shares short
Days to cover
5.2
At 3M shares a day
Change since last report
-5.7%
From 18M shares
Short volume, 20 days
47.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Franklin Templeton's stock actually held short. Settlement fails (shares not delivered on time) peaked at 24,991 shares on Aug 17, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Alok Sethi Officer | Dec 14, 2023 | 22,000 | $643.85K | Dec 14, 2023 | Vesting of restricted stock unit award |
| Alok Sethi Officer | Dec 5, 2023 | 25,000 | $634.47K | Dec 5, 2023 | Vesting of restricted stock unit award |
| Mariann H. Byerwalter Director | Oct 10, 2023 | 6,011 | $144.32K | Oct 10, 2023 | RSU |
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