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| Happy Holidays!! thanks for using AUM13F!! |
| Franklin Advisers Inc
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| CRD # | 104517 |
| SEC # | 801-26292 |
| CIK # | 0000898420, 0000785673 |
| AUM | $467.0 B (2025-06-27) |
| Employees | 408 (62% Investors, 14% Brokers) |
| Phone | 650-312-3000 |
| Address | One Franklin Parkway San Mateo, CA 94403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 20.0 | ||
| Nvidia Corp | 15.7 | ||
| Amazon Com Inc | 11.4 | ||
| Apple Inc | 9.1 | ||
| Broadcom Inc | 7.8 | ||
| Facebook Inc | 6.4 | ||
| Alphabet Inc | 5.6 | ||
| Mastercard Inc | 4.3 | ||
| Exxon Mobil Corp | 3.9 | ||
| J P Morgan Chase & Co | 3.8 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,938 | 11.9 |
| (b) Individuals (high net worth individuals) | 239 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 253 | 345.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 179 | 77.9 |
| (g) Pension and profit sharing plans | 147 | 2.5 |
| (h) Charitable organizations | 124 | 0.3 |
| (i) State or municipal government entities | 5 | 0.1 |
| (j) Other investment advisers | 60 | 2.4 |
| (k) Insurance companies | 40 | 14.6 |
| (l) Sovereign wealth funds and foreign official institutions | 17 | 7.2 |
| (m) Corporations or other businesses not listed above | 735 | 2.0 |
| (n) Other | 240 | 1.6 |
| Total | 18,979 | 467.0 |
| By Discretionary | ||
| Discretionary | 18,961 | 464.6 |
| Non-Discretionary | 18 | 2.4 |
| Total | 18,979 | 467.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 63.8 | |
| United States Persons | 403.2 | |
| Total | 18,979 | 467.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Letitia Solomon | 68 | |||
| David Sargison | 81 | |||
| William Jackson | 78 | |||
| Nolan Altman | 47 | |||
| Jennifer Johnson | 19 | |||
| John Lusk | 15 | |||
| Madison Gulley | 40 | |||
| Scott Lee | 22 | |||
| Gregory McGowan | 18 | |||
| Kent Strazza | 11 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000898420] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BlackRock Investment Management LLC
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|
NJ | 508.2 |
|
Teachers Advisors LLC
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|
NY | 403.0 |
|
Western Asset Management Company LLC
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CA | 298.7 |
|
Nuveen Asset Management LLC
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IL | 259.9 |
|
Hightower Advisors LLC
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|
IL | 164.8 |
|
Victory Capital Management Inc
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|
TX | 152.3 |
|
Fort Washington Investment Advisors Inc
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OH | 84.9 |
|
Metropolitan West Asset Management LLC
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|
CA | 82.5 |
|
WCM Investment Management LLC
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|
CA | 74.7 |
|
TCW Asset Management Company LLC
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|
CA | 70.4 |