Franklin Advisers Inc

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Franklin Advisers Inc
CRD #104517
SEC #801-26292
CIK #0000785673, 0000898420
AUM $467.0 B (2025-06-27)
Employees 408 (62% Investors, 14% Brokers)
Phone650-312-3000
AddressOne Franklin Parkway
San Mateo, CA 94403
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
60048036024012001998200720162026
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)
4003202401608002012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Franklin Templeton Digital Asset Frontier Fund Ltd [2025-06-27] 0.0 2.9
VC Franklin Ventures Investments LP- Opportunities Fund Series IV [2025-06-27] 0.0 38.8
VC Franklin Ventures Investments LP - Opportunities Fund Series V [2025-06-27] 0.0 10.0
VC Franklin Ventures Investments LP - Opportunities Fund Series VI [2025-06-27] 0.0 0.0
VC Franklin Ventures Investments LP - Strategic Technology Series IV [2025-06-27] 75.1 75.5
VC Franklin Ventures Investments LP - Strategic Technology Series V [2025-06-27] 24.2 15.5
VC FVP Tech Fund II LP [2025-06-27] 0.0 25.4
PE Franklin Templeton Blockchain Fund II LP [2024-12-24] 0.0 15.8
PE Franklin Ventures Investments LP - Enterprise Technology Series II [2024-12-24] 0.0 3.5
PE Franklin Ventures Investments LP - Innovative Fund Series III [2024-12-24] 0.0 7.4
View All
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
Kaitlin May 8
Peter Jones 32
The Putnam Advisory Company LLC 8
Alok Sethi 6
Benjamin Seidlich 6
Tilak Lal 4
Jennifer Bolt 3
Gwen Shaneyfelt 3
Franklin Advisers Inc 74
Edward Perks 72
Edward Jamieson 9
NA NA 8
Laura Fergerson 5
Austin Trombley 4
Kevin Farrelly 4
Joe Boerio 4
Matthew Hinkle 4
Inc Franklin Advisers 3
James Hammond 3
Aaron Travis 3
Franklin Advisers GP 3
Random Forest Capital LLC 3
Franklin Advisers GP LLC 3
NA 37 Capital General Partner LLC 2
Anthony Humienuk 2
Susan Malloy 2
Franklin Templeton Institutional GP LLC 2
Stephen Tate 2
Christopher Molumphy 2
William Yun 2
Franklin Templeton Institutional LLC 2
Suzanne Akers 3
David Smart 2
Franklin Venture Partners LLC - Technology OPPS Series III 1
Franklin Venture Partners LLC - Strategic Technology Series II 1
Franklin Venture Partners LLC - Strategic Technology Series 1
NA Franklin Advisers Inc 1
Franklin Venture Partners LLC- Strategic Technology Series V 1
Franklin Venture Partners LLC - FVP Series 5 1
Franklin Venture Partners LLC - FVP Growth Partners Series 1
Peter Ferrelli 1
Franklin Venture Partners LLC - Enterprise Technology Series II 1
Franklin Venture Partners LLC - Franklin FVP Series IV 1
Franklin Blackhorse General Partner LLC 1
Franklin Templeton Blockchain GP LLC - BC I Series 1
Franklin Ventures Investments LP - Opportunities Fund Series VI 1
Franklin Venture Partners LLC - Strategic Technology Series IV 1
Franklin Venture Partners LLC - Franklin FVP Series V 1
FVP Tech Fund II LP 1
NA Franklin Venture Partners LLC Innovative Fund Series II 1
Franklin Venture Partners LLC- Talos Series 1
Franklin Venture Partners LLC - Talos II Series 1
Franklin Templeton Blockchain Fund II GP LLC 1
Templeton International Inc 1
c/o Franklin Venture Partners LLC - FVP Series 1 1
c/o Franklin Venture Partners LLC - FVP Series 2 1
Franklin Venture Partners LLC - Private Fund Series 1
Franklin Venture Partners LLC - Opportunities Series Fund IV 1
NA Franklin Venture Partners LLC Opportunities Fund Series 1
Franklin Templeton Institutional 1
Franklin Ventures Partners LLC - Franklin FVP Series III 1
Franklin Ventures Partners LLC - FVP Series 10 1
Franklin Venture Partners LLC - Franklin FVP Series VIII 1
Thomas Fisher Jr 1
Franklin Venture Partners LLC - Enterprise Technology Series 1
Franklin Venture Partners LLC - Opportunities Fund Series III 1
Franklin Ventures Partners LLC - FVP Series 8 1
Franklin Venture Partners LLC - Opportunities Series Fund V 1
Thomas Regner 1
Franklin Venture Partners LLC - FVP Growth Series 1
Franklin Venture Partners LLC - Private Technology Series 1
Franklin Venture Partners LLC - Franklin FVP Series X 1
Franklin Ventures Partners LLC - FVP Series 9 1
Franklin Ventures Partners LLC - Franklin FVP Series I 1
Franklin Venture Partners LLC - Growth Fund Series 1
Franklin Venture Partners LLC - Franklin FVP Series VII 1
Franklin Advisers Inc NA 1
Franklin Templeton Institutional GP 1
Franklin Venture Partners LLC - Innovative Fund Series III 1
Franklin Venture Partners LLC - FVP Series 4 1
Franklin Ventures Investments LP - Franklin FVP Series I 1
Franklin Venture Partners LLC - Opportunities Fund Series II 1
Franklin Venture Partners LLC - Franklin FVP Series VI 1
Franklin Venture Partners LLC FVP Growth Partners Series 1
Franklin Venture Partners LLC - Strategic Technology Series III 1
Franklin Ventures Investments LP - Innovative Fund Series IV 1
Franklin Venture Partners LLC 1
Franklin Venture Partners LLC - Stratos Series 1
Franklin Venture Partners LLC - Technology OPPS Series II 1
Mathew Hinkle 1
Franklin Venture Partners LLC - Blackhorse II Series 1
c/o Franklin Venture Partners LLC - FVP Series 3 1
Franklin Venture Partners LLC- Franklin Templeton Digital Asset Frontier Fund Ltd 1
Franklin Venture Partners LLC - FVP Series 6 1
Franklin Venture Partners LLC - FVP Tech Fund Series 1
Franklin Venture Partners LLC - Technology OPPS Series 1
Franklin Ventures Partners LLC - Franklin FVP Series II 1
EDGAR Form CIK 2011 - 2025
13F-NT [0000898420]
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