Franklin Universal Trust
FT- Exchange
- NYSE
- SEC CIK
- 0000833040
No open-market purchases or sales by Franklin Universal Trust insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $37.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Franklin Universal Trust as of Jun 30, 2026. 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
- 59
- +7 vs. Q1 2026
- Shares held
- 4.60M
- +48.9K (+1.1%) vs. Q1 2026
- Total value
- $37.1M
- +$647.3K (+1.8%) vs. Q1 2026
- New holders
- 9
- 15 more added
- Sold out
- 2
- 16 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FT 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 59 | $37.1M |
| Q1 2026 | 54 | $36.5M |
| Q4 2025 | 54 | $37.0M |
| Q3 2025 | 50 | $39.8M |
| Q2 2025 | 48 | $34.3M |
| Q1 2025 | 45 | $33.6M |
| Q4 2024 | 47 | $34.7M |
| Q3 2024 | 46 | $35.4M |
| Q2 2024 | 41 | $30.9M |
| Q1 2024 | 35 | $29.1M |
| Q4 2023 | 37 | $28.9M |
| Q3 2023 | 36 | $22.2M |
| Q2 2023 | 34 | $22.1M |
| Q1 2023 | 37 | $26.9M |
| Q4 2022 | 33 | $24.7M |
| Q3 2022 | 34 | $21.7M |
| Q2 2022 | 31 | $26.2M |
| Q1 2022 | 31 | $27.5M |
| Q4 2021 | 38 | $33.1M |
| Q3 2021 | 41 | $35.1M |
| Q2 2021 | 39 | $37.8M |
| Q1 2021 | 42 | $37.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 714,801 | $5.76M | 0.09% | −7,141−1.0% | Reduced |
| LPL Financial LLC | 513,856 | $4.14M | 0.00% | −70,503−12.1% | Reduced |
| Morgan Stanley | 427,755 | $3.45M | 0.00% | +32,695+8.3% | Added |
| Stifel Financial Corp | 380,210 | $3.07M | 0.00% | −2,910−0.8% | Reduced |
| Koshinski Asset Management, Inc. | 325,960 | $2.63M | 0.14% | +613+0.2% | Added |
| Janney Montgomery Scott LLC | 262,075 | $2.11M | 0.00% | +5,892+2.3% | Added |
| Commonwealth Equity Services, LLC | 247,480 | $2.00M | 0.00% | +3,282+1.3% | Added |
| Uncommon Cents Investing LLC | 191,967 | $1.55M | 0.34% | +3,749+2.0% | Added |
| UBS Group AG | 125,006 | $1.01M | 0.00% | +3,682+3.0% | Added |
| Advisor Group Holdings, Inc. | 113,636 | $916.8K | 0.00% | +15,140+15.4% | Added |
| Integrated Wealth Concepts LLC | 107,915 | $870.3K | 0.01% | −190−0.2% | Reduced |
| Evolve Private Wealth, LLC | 103,790 | $837.1K | 0.05% | −7,648−6.9% | Reduced |
| Westchester Capital Management, LLC | 102,032 | $822.9K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 101,304 | $817.0K | 0.00% | −6,402−5.9% | Reduced |
| Pathstone Holdings, LLC | 84,666 | $682.8K | 0.00% | +84,666 | New |
| Hennion & Walsh Asset Management, Inc. | 75,903 | $612.2K | 0.02% | −48,067−38.8% | Reduced |
| Cetera Investment Advisers | 72,470 | $584.5K | 0.00% | +159+0.2% | Added |
| Raymond James Financial Inc | 51,729 | $417.2K | 0.00% | +3,886+8.1% | Added |
| Harbour Investments, Inc. | 51,496 | $415.3K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 42,637 | $343.9K | 0.00% | +5,597+15.1% | Added |
| Clear Creek Financial Management, LLC | 29,455 | $237.6K | 0.02% | 00.0% | Unchanged |
| X Advisors, LLC | 25,493 | $206.7K | 0.55% | +25,493 | New |
| Shaker Financial Services, LLC | 24,870 | $200.6K | 0.06% | −23,064−48.1% | Reduced |
| Invesco Ltd. | 23,803 | $192.0K | 0.00% | −271−1.1% | Reduced |
| CoreCap Advisors, LLC | 22,738 | $183.4K | 0.01% | +324+1.4% | Added |
| Angeles Wealth Management, LLC | 22,088 | $178.1K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 22,029 | $177.0K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 20,000 | $161.3K | 0.00% | +20,000 | New |
| Cambridge Investment Research Advisors, Inc. | 19,964 | $161.0K | 0.00% | +149+0.8% | Added |
| Citadel Advisors LLC | 19,834 | $160.0K | 0.00% | −5,623−22.1% | Reduced |
| Royal Bank of Canada | 18,085 | $146.0K | 0.00% | −49−0.3% | Reduced |
| Manske Wealth Management | 17,932 | $144.6K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,641 | $142.3K | 0.00% | −2,454−12.2% | Reduced |
| Stratos Wealth Partners, LTD. | 16,700 | $134.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 16,563 | $133.6K | 0.00% | −839−4.8% | Reduced |
| Goldman Sachs Group Inc | 15,126 | $122.0K | 0.00% | −4,935−24.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,657 | $118.2K | 0.00% | +514+3.6% | Added |
| Susquehanna International Group, LLP | 12,816 | $103.4K | 0.00% | −3,815−22.9% | Reduced |
| Uhlmann Price Securities, LLC | 12,349 | $99.6K | 0.00% | +12,349 | New |
| PFG Investments, LLC | 12,291 | $99.1K | 0.00% | +171+1.4% | Added |
| Oppenheimer & Co Inc | 11,795 | $95.1K | 0.00% | 00.0% | Unchanged |
| PMG Family Office LLC | 11,552 | $93.2K | 0.09% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 11,173 | $90.1K | 0.02% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 10,734 | $86.6K | 0.07% | +167+1.6% | Added |
| KMT Wealth Management, LLC | 10,734 | $86.6K | 0.07% | +10,734 | New |
| Geneos Wealth Management Inc. | 10,340 | $83.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,327 | $83.3K | 0.00% | +10,327 | New |
| MB, Levis & Associates, LLC | 10,269 | $82.8K | 0.03% | 00.0% | Unchanged |
| Clear Street Group Inc. | 7,252 | $58.5K | 0.00% | +7,252 | New |
| Gill Capital Partners, LLC | 5,051 | $40.7K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,940 | $39.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,800 | $30.6K | 0.01% | −75−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,202 | $25.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,163 | $25.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,534 | $12.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,181 | $9.53K | 0.00% | +1,181 | New |
| Northwestern Mutual Wealth Management Co | 500 | $4.03K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $3.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $380 | 0.00% | +47 | New |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −13,362−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |