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Franklin Mutual Advisers LLC
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CRD # | 111376 |
SEC # | 801-53068 |
CIK # | 0001023875 |
AUM | $38.4 BB (2024-03-28) |
Employees | 48 (58% Investors, 8% Brokers) |
Phone | 973-912-2000 |
Address | 101 John F Kennedy Parkway Short Hills, NJ 07078-2789 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 3/4/5 Subject | 2011 - 2024 |
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Franklin Mutual Advisers LLC | |
Warrior Met Coal Inc |
Related Firms | State | AUM ($BB) |
---|---|---|
Franklin Mutual Advisers LLC
✚
|
NJ | 38.4 |
Franklin Advisory Services LLC
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|
CA | 7.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Securian Asset Management Inc
✚
|
MN | 43.0 |
Milliman Financial Risk Management LLC
✚
|
IL | 42.9 |
USI Advisors Inc
✚
|
CT | 41.6 |
BAMCO Inc
✚
|
NY | 39.1 |
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 |