Franklin Mutual Advisers LLC

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Franklin Mutual Advisers LLC
CRD #111376
SEC #801-53068
CIK #0001023875
AUM $38.4 BB (2024-03-28)
Employees 48 (58% Investors, 8% Brokers)
Phone973-912-2000
Address101 John F Kennedy Parkway
Short Hills, NJ 07078-2789
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
907254361802001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 17.0
NVDA 399.6 13.5
AMZN 1,093.0 9.1
AAPL 2,382.8 8.2
GOOGL 1,475.1 4.3
UNH 477.0 4.0
GOOG 1,482.6 3.8
LLY 301.8 3.4
META 434.9 3.4
MA 309.6 3.2
View All
Holdings by Sector ($BB)
3502802101407002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 5 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 64 36.3
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 1.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.1
(k) Insurance companies 0 0.6
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 80 38.4
By Discretionary
Discretionary 79 38.3
Non-Discretionary 1 0.1
Total 80 38.4
By Non-United States Persons
Non-United States Persons 1.3
United States Persons 37.1
Total 80 38.4
EDGAR Form CIK 2011 - 2024
13F-NT [0001023875]
3 [0001023875]
4 [0001023875]
SC 13G [0001023875]
Form 13D/13G Filer Form 13D/13G Subject Filed
Franklin Mutual Advisers LLC Clearfield Inc [2024-01-30]
Franklin Mutual Advisers LLC Columbus McKinnon Corp [2024-01-30]
Franklin Mutual Advisers LLC First Interstate Bancsystem Inc [2024-01-30]
Franklin Mutual Advisers LLC Alexander & Baldwin Inc [2024-01-30]
Franklin Mutual Advisers LLC COHU Inc [2024-01-30]
Franklin Mutual Advisers LLC Integer Holdings Corp [2023-01-31]
Franklin Mutual Advisers LLC Green Plains Inc [2023-01-31]
Franklin Mutual Advisers LLC Columbia Banking System Inc [2023-01-30]
Franklin Mutual Advisers LLC Brinker International Inc [2023-01-30]
Franklin Mutual Advisers LLC Camden National Corp [2023-01-30]
View All
Form 3/4/5 Subject 2011 - 2024
Franklin Mutual Advisers LLC
Warrior Met Coal Inc
Related Firms State AUM ($BB)
Franklin Mutual Advisers LLC
NJ 38.4
Franklin Advisory Services LLC
CA 7.7
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IL 42.9
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CT 41.6
BAMCO Inc
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NLG Capital Inc
VT 35.9
Nippon Life Global Investors Americas Inc
NY 35.5
Concord Advisory Group Ltd
NJ 35.3
Pacer Advisors Inc
PA 35.1
Brookfield Asset Management Credit and Insurance Solutions
NY 34.5
Callan LLC
CA 34.2
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