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| Happy Holidays!! thanks for using AUM13F!! |
| Franklin Templeton Institutional LLC
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| CRD # | 117384 |
| SEC # | 801-60684 |
| CIK # | 0001368427 |
| AUM | $28.9 B (2025-07-18) |
| Employees | 144 (19% Investors, 8% Brokers) |
| Phone | 212-632-3279 |
| Address | One Madison Avenue New York, NY 10010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($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) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Franklin Templeton Climate Alpha Opportunity Fund LP | [2023-12-22] | 0.0 | 0.0 |
| PE | Franklin Templeton Climate Alpha Opportunity Fund US LP | [2023-12-22] | 100.0 | 65.0 |
| RE | Eurolog LP | 2019-12-26 | 20.7 | |
| RE | Franklin Templeton Private Real Estate Fund IIA LP | [2015-12-18] | 74.0 | 37.5 |
| RE | Franklin Templeton Private Real Estate Fund IIB LP | [2015-12-18] | 130.7 | 64.6 |
| RE | MDP RE 2015 LP | [2015-12-18] | 90.0 | 70.3 |
| RE | Franklin Templeton Private Real Estate Fund LP Series B/C | [2013-12-20] | 259.2 | 17.9 |
| RE | Emerging Manager Real Estate Fund of Funds LP | [2012-03-30] | 190.0 | 20.0 |
| Other | Franklin Non-US Equity Master Fund Ltd | [2012-03-30] | 17.9 | 13.7 |
| RE | Franklin Templeton Private Real Estate Fund LP Series A | [2012-03-30] | 259.2 | 12.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 39 | 10.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 43 | 5.2 |
| (g) Pension and profit sharing plans | 14 | 5.7 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 5 | 2.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 2.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 2.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.6 |
| (n) Other | 0 | 0.1 |
| Total | 129 | 28.9 |
| By Discretionary | ||
| Discretionary | 128 | 28.8 |
| Non-Discretionary | 1 | 0.1 |
| Total | 129 | 28.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.7 | |
| United States Persons | 21.2 | |
| Total | 129 | 28.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Jennifer Johnson | 19 | |||
| John Lusk | 15 | |||
| Scott Lee | 22 | |||
| Gregory McGowan | 18 | |||
| Kent Strazza | 11 | |||
| Raymond Jacobs | 8 | |||
| Alok Sethi | 6 | |||
| Jennifer Bolt | 3 | |||
| Jack Foster | 7 | |||
| Marc Weidner | 6 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001368427] |
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|---|---|---|
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IL | 29.5 |
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HB Wealth Management LLC
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GA | 25.9 |
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Washington Capital Management Inc
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WA | 7.1 |
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Fifth Third Wealth Advisors LLC
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OH | 6.1 |
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OR | 5.0 |
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Sage Financial Group Inc
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PA | 3.6 |
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Third Lake Partners LLC
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FL | 3.4 |
|
Cobblestone Capital Advisors LLC
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NY | 2.9 |
|
1900 Wealth Management LLC
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TX | 2.3 |
|
Cozad Asset Management Inc
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|
IL | 2.2 |