Skip to content

BEN FRANKLIN TEMPLETON INC

Follow

Stock (common), issuer CIK 38777

554 managers (567 13F filers) reported a position in BEN shares at 2024-12-31, 274,919,226 shares in all. 56 filers opened a position and 71 filers sold out during the quarter.

Managers
554
13F filers
567
New
56
Added
198
Reduced
198
Sold out
71
Shares held by filers
274,919,226

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…8,136$165K<0.01%new13F-HRTimelineGroup
Indiana Trust & Investment Management Co8,119$165K0.06%013F-HRTimeline
GAMMA Investing LLC7,559$153K0.01%+72513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,514$152K0.01%+1,25013F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…7,382$150K<0.01%-5,64413F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS7,172$146K<0.01%-13,36613F-HRTimeline
Parallel Advisors, LLC7,030$143K<0.01%+1,89813F-HRTimeline
Vestcor Inc6,907$140K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB6,179$125K<0.01%+34113F-HRTimeline
Allworth Financial LP6,307$125K<0.01%+2,85513F-HRTimeline
Avior Wealth Management, LLC6,000$122K<0.01%-1813F-HRTimeline
GPS Wealth Strategies Group, LLC5,663$115K0.01%-8,02113F-HRTimeline
Oslo Pensjonsforsikring AS5,336$108K0.02%013F-HRTimeline
Geneos Wealth Management Inc.4,686$95.1K<0.01%-1,22613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,622$93.8K<0.01%-45213F-HRTimeline
MUFG SECURITIES AMERICAS INC.4,562$92.6K0.01%13F-HRTimeline
South Dakota Investment Council4,242$86K<0.01%013F-HRTimeline
Horizon Investments, LLC4,219$85.6K<0.01%+3413F-HRTimeline
ORG Partners LLC3,476$70.5K0.01%+6513F-HRTimeline
SIMPLEX TRADING, LLC3,328$67K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC3,023$61.3K0.01%+13213F-HRTimeline
Caitong International Asset Management …3,009$61.1K0.06%13F-HR/ATimeline
Caldwell Trust Co3,009$61.1K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,937$59.6K<0.01%+1,14713F-HRTimelineGroup
Global Retirement Partners, LLC2,901$58.9K<0.01%-1,65313F-HRTimeline
Canada Post Corp Registered Pension Plan2,813$57.1K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,659$54K<0.01%-1,29313F-HRTimeline
True Wealth Design, LLC2,641$53.6K0.02%+513F-HRTimeline
Anchor Investment Management, LLC2,620$53.2K<0.01%+1613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,383$48.4K<0.01%+19013F-HRTimeline
UMB Bank, n.a.2,363$47.9K<0.01%-56313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA2,115$42.9K<0.01%-2,33813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,000$40.6K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,000$40.6K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,992$40.4K<0.01%-1,20913F-HRTimeline
SIGNATUREFD, LLC1,860$37.7K<0.01%-31713F-HRTimeline
NewEdge Advisors, LLC1,817$36.9K<0.01%-24613F-HRTimeline
Brooklyn Investment Group1,761$35.7K0.01%-18613F-HRTimeline
Steward Partners Investment Advisory, L…1,735$35.2K<0.01%-2,01013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,711$34.7K<0.01%-58713F-HRTimelineGroup
Lindbrook Capital, LLC1,692$34.3K<0.01%+35413F-HRTimeline
Headlands Technologies LLC1,661$33.7K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,641$33K<0.01%+50513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,616$33K<0.01%-27,09713F-HRTimelineGroup
TRUST CO OF VERMONT1,500$30.4K<0.01%-813F-HRTimeline
Larson Financial Group LLC1,464$29.7K<0.01%-31513F-HRTimeline
Investors Research Corp1,400$28.4K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,355$27.3K<0.01%+7213F-HRTimeline
GeoWealth Management, LLC1,261$25.6K<0.01%+98113F-HRTimeline
CoreCap Advisors, LLC1,238$25.1K<0.01%+73713F-HRTimeline
Deseret Mutual Benefit Administrators1,237$25.1K0.01%013F-HRTimeline
WASHINGTON TRUST Co1,200$24.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,157$23.5K<0.01%+25913F-HRTimeline
Roxbury Financial LLC1,029$23.4K0.02%13F-HRTimeline
Manchester Capital Management LLC1,113$22.6K<0.01%+72113F-HRTimeline
Peoples Bank/KS1,000$20.3K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC950$19.3K<0.01%new13F-HRTimeline
S.A. Mason LLC920$18.7K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK864$17.5K<0.01%-29213F-HRTimelineGroup
Fortitude Family Office, LLC850$17.2K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC829$16.8K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…750$15.2K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…728$14.8K<0.01%+19713F-HRTimelineGroup
Global Trust Asset Management, LLC675$13.7K0.01%013F-HRTimeline
Aspect Partners, LLC630$12.8K0.01%013F-HRTimeline
Generali Asset Management SPA SGR616$12.5K<0.01%13F-HR/ATimeline
BOKF, NAin group BOKF, NA651$12.4K<0.01%013F-HRTimelineGroup
Sandy Spring Bank600$12.2K<0.01%013F-HRTimeline
Arax Advisory Partners594$12.1K<0.01%new13F-HRTimeline
CVA Family Office, LLC575$11.7K<0.01%+55013F-HRTimeline
EASTERN BANK500$10.1K<0.01%013F-HRTimeline
Front Row Advisors LLC500$10.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO500$10.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$10K<0.01%013F-HRTimeline
Smithfield Trust Co484$10K<0.01%013F-HRTimeline
Millstone Evans Group, LLC486$9.86K0.01%13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…463$9.52K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.455$9.25K0.05%+613F-HRTimeline
Holos Integrated Wealth LLC451$9.15K0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB425$8.62K<0.01%-45113F-HRTimeline
Raleigh Capital Management Inc.422$8.57K<0.01%+31813F-HRTimeline
Main Street Group, LTD402$8.16K<0.01%013F-HRTimeline
NFSG Corp393$7.97K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.351$7.81K<0.01%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors374$7.59K<0.01%+32613F-HRTimelineGroup
First Horizon Advisors, Inc.360$7.3K<0.01%+35013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC354$7.18K<0.01%-16213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management347$7.04K<0.01%+9313F-HRTimelineGroup
MAI Capital Management340$6.9K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC328$6.7K<0.01%-23913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…328$6.7K<0.01%-23913F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.325$6.59K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.293$5.95K0.01%13F-HRTimeline
Red Tortoise LLC292$5.92K<0.01%new13F-HRTimeline
Key Financial Inc291$5.9K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.281$5.7K<0.01%13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.270$5.48K<0.01%-8713F-HRTimelineGroup
Addison Advisors LLC259$5.26K<0.01%-26213F-HRTimeline
Quent Capital, LLC247$5.01K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.221$4.48K<0.01%+20613F-HRTimeline
GHP Investment Advisors, Inc.215$4.36K<0.01%013F-HRTimeline
CENTRAL TRUST Co200$4.06K<0.01%013F-HRTimeline
City State Bank200$4.06K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…191$3.88K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…180$3.58K<0.01%-1,51013F-HRTimeline
Zions Bancorporation, N.A.163$3.31K<0.01%-10713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC179$3K<0.01%-3,89513F-HRTimelineGroup
Versant Capital Management, Inc145$2.94K<0.01%-9313F-HRTimeline
Blue Trust, Inc.140$2.84K<0.01%-1,92813F-HR/ATimeline
Activest Wealth Management127$2.58K<0.01%+613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC125$2.54K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC120$2.44K<0.01%-4,76513F-HRTimeline
Bell Investment Advisors, Inc113$2.29K<0.01%+4413F-HRTimeline
JFS WEALTH ADVISORS, LLC109$2.21K<0.01%-16813F-HRTimeline
WEST PACES ADVISORS INC.109$2.21K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.100$2.03K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC100$2.03K<0.01%013F-HRTimeline
Hara Capital LLC100$2.03K<0.01%013F-HR/ATimeline
Hemington Wealth Management139$2K<0.01%+1713F-HRTimeline
Heritage Wealth Advisors96$1.95K<0.01%+1713F-HRTimeline
Private Wealth Management Group, LLC93$1.89K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.92$1.87K<0.01%-413F-HR/ATimeline
R Squared Ltd90$1.83K<0.01%13F-HRTimeline
Bruce G. Allen Investments, LLC71$1.44K<0.01%-28213F-HRTimeline
Tradewinds Capital Management, LLC52$1.06K<0.01%new13F-HRTimeline
West Financial Advisors, LLC51$1.04K<0.01%013F-HRTimeline
GW&K Investment Management, LLC30$1K<0.01%-1013F-HRTimeline
West Oak Capital, LLC4,880$9900.04%-2,40013F-HR/ATimeline
Caitlin John, LLC48$969<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.44$893<0.01%-1113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC43$872<0.01%013F-HRTimeline
Dunhill Financial, LLC42$851<0.01%+1613F-HRTimeline
LRI Investments, LLC41$832<0.01%013F-HRTimeline
AdvisorNet Financial, Inc38$771<0.01%-18813F-HRTimeline
WR Wealth Planners, LLC34$690<0.01%013F-HRTimeline
TFC Financial Management, Inc.31$629<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.30$609<0.01%-7713F-HRTimeline
WOLFF WIESE MAGANA LLC25$508<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.21$427<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC20$406<0.01%-12513F-HRTimeline
SWAN Capital LLC20$406<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC20$405<0.01%new13F-HRTimeline
NewSquare Capital LLC19$386<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.18$371<0.01%new13F-HRTimeline
Global Financial Private Client, LLC15$304<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC15$304<0.01%13F-HRTimeline
Abound Wealth Management12$247<0.01%013F-HRTimeline
WealthTrak Capital Management LLC10$203<0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8$163<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.7$142<0.01%13F-HRTimeline
WestEnd Advisors, LLC6$122<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$102<0.01%-3213F-HRTimeline
Transce3nd, LLC3$61<0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd375$21+20713F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.