|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Templeton Global Advisors Limited
✚
|
|
|---|---|
| CRD # | 111383 |
| SEC # | 801-42343 |
| CIK # | 0001014885 |
| AUM | $19.4 B (2025-02-06) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 800-239-3894 |
| Address | Templeton Building Nassau, Bahamas, The |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 11.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 7.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 19.4 |
| By Discretionary | ||
| Discretionary | 13 | 19.4 |
| Non-Discretionary | 1 | 0.0 |
| Total | 14 | 19.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.5 | |
| United States Persons | 11.9 | |
| Total | 14 | 19.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001014885] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Xponance Inc
✚
|
PA | 20.5 |
|
Belle Haven Investments LP
✚
|
NY | 20.4 |
|
Highland Associates Inc
✚
|
AL | 20.1 |
|
Burgundy Asset Management Ltd
✚
|
19.8 | |
|
Spectrum Asset Management Inc
✚
|
CT | 19.7 |
|
Stonehage Fleming Investment Management Limited
✚
|
19.5 | |
|
Brown Advisory Ltd
✚
|
19.4 | |
|
CSOP Asset Management Limited
✚
|
18.9 | |
|
Lincoln Investment Planning LLC
✚
|
PA | 18.9 |
|
C Worldwide Asset Management Fondsmaeglerselskab A/S
✚
|
18.5 |