Skip to content

BEN FRANKLIN TEMPLETON INC

Follow

Stock (common), issuer CIK 38777

562 managers (576 13F filers) reported a position in BEN shares at 2025-12-31, 275,871,707 shares in all. 65 filers opened a position and 89 filers sold out during the quarter.

Managers
562
13F filers
576
New
65
Added
213
Reduced
186
Sold out
89
Shares held by filers
275,871,707

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Allworth Financial LP4,457$106K<0.01%+22813F-HRTimeline
Catherine Avery Investment Management L…4,428$106K0.06%-4,26713F-HRTimeline
CX Institutional4,403$105K<0.01%+92113F-HRTimeline
SIGNATUREFD, LLC4,287$102K<0.01%+21713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,256$102K<0.01%+1,40013F-HRTimeline
ORG Partners LLC4,073$97.3K0.02%+31413F-HRTimeline
South Dakota Investment Council3,942$94K<0.01%-30013F-HRTimeline
Covestor Ltd3,648$87K0.05%+2,15213F-HRTimeline
SUMMIT SECURITIES GROUP LLC3,636$86.9K0.02%+3,10713F-HRTimeline
Geneos Wealth Management Inc.3,271$78.1K<0.01%-29713F-HRTimeline
Caldwell Trust Co3,009$71.9K0.01%013F-HRTimeline
Versant Capital Management, Inc2,817$67.3K0.01%-2,85613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,792$66.7K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,779$66.4K<0.01%-51913F-HRTimeline
Kingdom Financial Group LLC.2,599$62.1K0.02%new13F-HRTimeline
CNB Bank2,528$60.4K0.02%013F-HRTimeline
Morse Asset Management, Inc2,450$58.5K0.01%-7,20013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,347$56.1K<0.01%+12013F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS2,215$52.9K<0.01%013F-HRTimeline
Quarry LP2,058$49.2K0.01%-2,63713F-HRTimeline
Essential Partners LLC1,994$47.6K0.01%+5913F-HRTimeline
Keating Financial Advisory Services, In…1,978$47.3K0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,900$45.4K0.02%-10013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,837$43.9K<0.01%+52413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,577$37.7K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,550$37K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,512$36.1K<0.01%+39613F-HRTimeline
Hilton Head Capital Partners, LLC1,500$35.8K0.02%13F-HRTimeline
Smartleaf Asset Management LLC1,472$35.1K<0.01%-2013F-HRTimeline
Manchester Capital Management LLC1,420$33.9K<0.01%+9813F-HRTimeline
Investors Research Corp1,400$33.4K0.01%013F-HRTimeline
Larson Financial Group LLC1,392$33.3K<0.01%+45213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,335$31.9K<0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,316$31.5K0.09%+1713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,311$31.3K<0.01%-4,95113F-HRTimelineGroup
Root Financial Partners, LLC1,288$30.8K<0.01%+20113F-HRTimeline
Leonteq Securities AG1,256$30K<0.01%+1,24813F-HRTimeline
Deseret Mutual Benefit Administrators1,237$29.6K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,190$28.4K<0.01%-28513F-HRTimeline
AMERIFLEX GROUP, INC.1,175$28.1K0.01%-3,18313F-HRTimeline
Motiv8 Investments LLC1,180$28K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust1,116$26.7K<0.01%+2713F-HRTimeline
DANSKE BANK A/S1,100$26.3K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,046$25K<0.01%+33313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$23.9K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC930$22.2K<0.01%new13F-HRTimelineGroup
DV Trading LLC900$21.5K<0.01%13F-HRTimeline
CYBER HORNET ETFs LLC873$20.9K0.01%+5113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC847$20K0.01%013F-HRTimeline
Clearstead Advisors, LLC810$19.4K<0.01%+29413F-HRTimeline
MAI Capital Management810$19.4K<0.01%-21713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…750$17.9K0.01%013F-HRTimeline
Salomon & Ludwin, LLC687$16.8K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC675$16.1K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC673$16.1K<0.01%-6513F-HRTimeline
GoalVest Advisory LLC664$15.9K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK659$15.7K<0.01%-9113F-HRTimelineGroup
PRIVATE TRUST CO NA643$15.4K<0.01%-1,29913F-HRTimeline
Generali Asset Management SPA SGR616$14.7K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC604$14.4K<0.01%013F-HRTimeline
SageView Advisory Group, LLC603$14.4K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA600$14.3K<0.01%-5113F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/600$14.3K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.588$14K<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC567$13.5K<0.01%013F-HRTimeline
Elyxium Wealth, LLC538$12.9K<0.01%new13F-HRTimeline
WHITTIER TRUST CO500$12.6K<0.01%013F-HRTimeline
True Wealth Design, LLC521$12.4K<0.01%+22913F-HRTimeline
Cromwell Holdings LLC510$12.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC519$12K<0.01%-1213F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$12K<0.01%013F-HRTimeline
Smithfield Trust Co484$12K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.500$11.9K<0.01%013F-HRTimeline
EASTERN BANK500$11.9K<0.01%013F-HRTimeline
Millstone Evans Group, LLC486$11.6K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC449$10.8K<0.01%+11113F-HRTimeline
Key Capital Management, INC447$10.7K0.01%13F-HRTimeline
DV EQUITIES, LLC437$10.4K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.414$9.89K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…400$9.56K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB375$8.96K<0.01%+2613F-HRTimeline
UMB Bank, n.a.342$8.17K<0.01%+12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…328$7.84K<0.01%013F-HRTimelineGroup
Key Financial Inc291$6.95K<0.01%013F-HRTimeline
Quent Capital, LLC288$6.88K<0.01%-4013F-HRTimeline
Decker Retirement Planning Inc.281$6.71K<0.01%013F-HRTimeline
Addison Advisors LLC259$6.19K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.252$6.02K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV289$6K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP250$5.97K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC245$5.86K<0.01%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…215$5.14K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co200$4.78K<0.01%013F-HRTimeline
Triumph Capital Management200$4.78K<0.01%new13F-HRTimeline
City State Bank200$4.78K<0.01%013F-HRTimeline
POM Investment Strategies, LLC190$4.54K<0.01%new13F-HRTimeline
Blue Trust, Inc.185$4.42K<0.01%+4113F-HRTimeline
Quest 10 Wealth Builders, Inc.181$4.32K<0.01%-3613F-HRTimeline
Clark Wealth Partners157$3.75K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC115$2.75K<0.01%13F-HRTimeline
IMA Advisory Services, Inc.113$2.74K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC106$2.53K<0.01%-2113F-HRTimeline
SOA Wealth Advisors, LLC.92$2.21K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp91$2.17K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC87$2.11K<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC86$2.06K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC85$2.03K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…83$2.02K<0.01%+2713F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.79$1.89K<0.01%+1013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC77$1.84K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC72$1.72K<0.01%+1513F-HRTimeline
Sachetta, LLC68$1.62K<0.01%013F-HRTimeline
Howard Hughes Medical Institute66$1.58K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.64$1.53K<0.01%-2,04813F-HRTimeline
Bell Investment Advisors, Inc59$1.41K<0.01%+3213F-HRTimeline
Cornerstone Planning Group LLC54$1.4K<0.01%-5513F-HRTimeline
Physician Wealth Advisors, Inc.58$1.39K<0.01%-913F-HRTimeline
Principia Wealth Advisory, LLC56$1.34K<0.01%-613F-HRTimeline
West Financial Advisors, LLC55$1.31K<0.01%+113F-HRTimeline
Kilter Group LLC52$1.24K<0.01%+313F-HRTimeline
Reflection Asset Management50$1.23K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.50$1.2K<0.01%013F-HRTimeline
Torren Management, LLC50$1.19K<0.01%13F-HRTimeline
Grove Bank & Trust47$1.12K<0.01%013F-HRTimeline
Caitlin John, LLC45$1.07K<0.01%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC43$1.03K<0.01%013F-HRTimeline
GW&K Investment Management, LLC24$1K<0.01%new13F-HRTimeline
LRI Investments, LLC41$979<0.01%013F-HRTimeline
Wealth Watch Advisors, INC40$956<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC39$944<0.01%+1013F-HRTimeline
Clayton Financial Group LLC37$884<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC37$884<0.01%13F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.36$861<0.01%013F-HRTimeline
TFC Financial Management, Inc.36$861<0.01%013F-HRTimeline
AdvisorNet Financial, Inc33$788<0.01%013F-HRTimeline
HFM Investment Advisors, LLC32$765<0.01%+513F-HRTimeline
Bruce G. Allen Investments, LLC31$741<0.01%013F-HRTimeline
Bayforest Capital Ltd29$693<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC26$622<0.01%-813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24$573<0.01%new13F-HRTimelineGroup
Lodestone Wealth Management LLC21$503<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC20$478<0.01%013F-HRTimeline
SWAN Capital LLC20$478<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.20$470<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC17$417<0.01%13F-HRTimeline
Dunhill Financial, LLC17$413<0.01%+913F-HRTimeline
NVWM, LLC15$358<0.01%+1013F-HRTimeline
Activest Wealth Management15$358<0.01%-17213F-HRTimeline
Quaker Wealth Management, LLC14$335<0.01%+213F-HRTimeline
Abound Wealth Management12$291<0.01%013F-HRTimeline
American Capital Advisory, LLC12$287<0.01%013F-HRTimeline
WestEnd Advisors, LLC10$239<0.01%+313F-HRTimeline
Luken Investment Analytics, LLC10$239<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC10$239<0.01%013F-HRTimeline
Aventura Private Wealth, LLC10$239<0.01%new13F-HRTimeline
Signature Equity Partners, LLC9$215<0.01%13F-HRTimeline
1015 Capital Partners, LLC9$215<0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8$191<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC7$168<0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC4$96<0.01%-18413F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd222$72<0.01%-1713F-HRTimelineGroup
Avion Wealth28$00%013F-HRTimelineValue filed as zero, left out of ratios.