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Templeton Dragon Fund Inc

TDF
Exchange
NYSE
SEC CIK
0000919893

No open-market purchases or sales by Templeton Dragon Fund Inc insiders were filed in the last 90 days; 50 institutions reported holding it in 13F filings for Q2 2026, worth $197.2M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Templeton Dragon Fund Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
38
+4 vs. Q3 2023
Shares held
14.8M
−6.85M (−31.7%) vs. Q3 2023
Total value
$120.7M
−$64.0M (−34.6%) vs. Q3 2023
New holders
9
4 more added
Sold out
5
19 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TDF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 38 institutions
Q1 2021: 63 institutionsQ2 2021: 62 institutionsQ3 2021: 50 institutionsQ4 2021: 50 institutionsQ1 2022: 49 institutionsQ2 2022: 44 institutionsQ3 2022: 43 institutionsQ4 2022: 40 institutionsQ1 2023: 39 institutionsQ2 2023: 35 institutionsQ3 2023: 34 institutionsQ4 2023: 38 institutionsQ1 2024: 34 institutionsQ2 2024: 37 institutionsQ3 2024: 39 institutionsQ4 2024: 45 institutionsQ1 2025: 48 institutionsQ2 2025: 49 institutionsQ3 2025: 48 institutionsQ4 2025: 50 institutionsQ1 2026: 48 institutionsQ2 2026: 50 institutions
Value heldQ4 2023: $120.7M
Q1 2021: $453.9MQ2 2021: $458.8MQ3 2021: $344.5MQ4 2021: $335.5MQ1 2022: $265.5MQ2 2022: $286.3MQ3 2022: $187.2MQ4 2022: $210.9MQ1 2023: $221.0MQ2 2023: $192.9MQ3 2023: $184.7MQ4 2023: $120.7MQ1 2024: $119.1MQ2 2024: $127.4MQ3 2024: $159.6MQ4 2024: $142.2MQ1 2025: $182.4MQ2 2025: $189.3MQ3 2025: $218.7MQ4 2025: $215.5MQ1 2026: $191.3MQ2 2026: $197.2M
Institutions holding TDF and their total value by quarter
QuarterHoldersValue
Q2 202650$197.2M
Q1 202648$191.3M
Q4 202550$215.5M
Q3 202548$218.7M
Q2 202549$189.3M
Q1 202548$182.4M
Q4 202445$142.2M
Q3 202439$159.6M
Q2 202437$127.4M
Q1 202434$119.1M
Q4 202338$120.7M
Q3 202334$184.7M
Q2 202335$192.9M
Q1 202339$221.0M
Q4 202240$210.9M
Q3 202243$187.2M
Q2 202244$286.3M
Q1 202249$265.5M
Q4 202150$335.5M
Q3 202150$344.5M
Q2 202162$458.8M
Q1 202163$453.9M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Templeton Dragon Fund Inc; share changes are against Q3 2023.

Institutions holding TDF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
City of London Investment Management Co Ltd7,933,984$64.8M5.29%−4,269,197−35.0%Reduced
Lazard Asset Management LLC2,682,929$21.9M0.03%−1,478,842−35.5%Reduced
Allspring Global Investments Holdings, LLC2,219,848$18.1M0.03%−1,396,597−38.6%Reduced
Uncommon Cents Investing LLC477,011$3.90M1.29%−5,075−1.1%Reduced
Morgan Stanley407,432$3.33M0.00%+124,672+44.1%Added
Karpus Management, Inc.358,089$2.93M0.09%+136,499+61.6%Added
Clough Capital Partners L P114,513$935.6K0.10%+114,513New
Bank of America Corp107,736$880.2K0.00%−25,602−19.2%Reduced
1607 Capital Partners, LLC91,596$748.3K0.05%−23,881−20.7%Reduced
Shaker Financial Services, LLC73,271$598.6K0.25%−45,378−38.2%Reduced
Quarry LP37,761$308.5K0.16%+37,761New
Quantedge Capital Pte Ltd33,577$274.3K0.13%−13,000−27.9%Reduced
CSS LLC29,274$239.2K0.02%+29,274New
UBS Group AG27,198$222.2K0.00%−10,663−28.2%Reduced
Stifel Financial Corp26,480$216.3K0.00%−21,038−44.3%Reduced
Sit Investment Associates Inc25,482$208.0K0.01%+25,482New
Landscape Capital Management, L.L.C.24,705$201.8K0.02%+24,705New
International Assets Investment Management, LLC22,909$187.2K0.02%+1,000+4.6%Added
Wells Fargo & Company19,039$155.6K0.00%−2,285−10.7%Reduced
Samalin Investment Counsel, LLC16,655$136.1K0.07%−6,578−28.3%Reduced
The PNC Financial Services Group, Inc.11,732$95.8K0.00%+9,042+336.1%Added
Deutsche Bank AG8,874$72.5K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd7,007$57.0K0.01%00.0%Unchanged
Royal Bank of Canada5,562$45.0K0.00%−3,996−41.8%Reduced
Bartlett & Co. Wealth Management LLC2,100$17.1K0.00%−3,800−64.4%Reduced
Bartlett & Co. LLC2,100$17.0K0.00%−3,800−64.4%Reduced
Advisor Group Holdings, Inc.2,075$17.0K0.00%−553−21.0%Reduced
Elequin Capital LP2,044$16.7K0.01%−5,355−72.4%Reduced
Westside Investment Management, Inc.1,865$15.2K0.00%−785−29.6%Reduced
Harbour Investments, Inc.536$4.38K0.00%−292−35.3%Reduced
Geneos Wealth Management Inc.443$3.62K0.00%00.0%Unchanged
Advisory Services Network, LLC307$2.51K0.00%+307New
Coppell Advisory Solutions LLC256$2.09K0.00%+256New
FinTrust Capital Advisors, LLC194$1.59K0.00%00.0%Unchanged
West Financial Advisors, LLC112$9120.00%00.0%Unchanged
FMR LLC2$160.00%+2New
First Manhattan Co1$80.00%00.0%Unchanged
Kestra Advisory Services, LLC2,718––+2,718New
Wolverine Asset Management LLC0$00.00%−27,578−100.0%Sold out
Stephens Inc0$00.00%−10,010−100.0%Sold out
US Bancorp0$00.00%−987−100.0%Sold out
Gradient Investments LLC0$00.00%−850−100.0%Sold out
Allworth Financial LP0$00.00%−500−100.0%Sold out