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 2021
Institutional positions in Franklin Universal Trust as of Jun 30, 2021. 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
- 39
- −3 vs. Q1 2021
- Shares held
- 4.57M
- −378.8K (−7.7%) vs. Q1 2021
- Total value
- $37.8M
- +$717.5K (+1.9%) vs. Q1 2021
- New holders
- 3
- 17 more added
- Sold out
- 6
- 9 more reduced
Compare with Q1 2021: 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 | $34.2M |
| Q1 2025 | 45 | $33.5M |
| Q4 2024 | 47 | $34.7M |
| Q3 2024 | 46 | $35.4M |
| Q2 2024 | 41 | $30.9M |
| Q1 2024 | 35 | $26.1M |
| Q4 2023 | 37 | $26.7M |
| 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 | $33.0M |
| Q3 2021 | 41 | $35.1M |
| Q2 2021 | 39 | $37.8M |
| Q1 2021 | 42 | $37.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 892,494 | $7.39M | 0.00% | +9,541+1.1% | Added |
| Wells Fargo & Company | 560,735 | $4.64M | 0.00% | +20,290+3.8% | Added |
| Invesco Ltd. | 388,140 | $3.21M | 0.00% | +3,509+0.9% | Added |
| Moloney Securities Asset Management, LLC | 298,116 | $2.47M | 0.45% | +1,405+0.5% | Added |
| Shaker Financial Services, LLC | 297,162 | $2.46M | 0.91% | −240,758−44.8% | Reduced |
| Koshinski Asset Management, Inc. | 291,594 | $2.41M | 0.30% | −165,737−36.2% | Reduced |
| Stifel Financial Corp | 288,795 | $2.39M | 0.00% | +11,005+4.0% | Added |
| Kestra Private Wealth Services, LLC | 272,792 | $2.26M | 0.14% | +1000.0% | Added |
| Harbour Investments, Inc. | 206,635 | $1.71M | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 154,107 | $1.28M | 0.02% | −2,432−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 138,499 | $1.15M | 0.00% | +24,232+21.2% | Added |
| Uncommon Cents Investing LLC | 101,641 | $842.0K | 0.34% | +2,750+2.8% | Added |
| Royal Bank of Canada | 76,772 | $636.0K | 0.00% | +3,520+4.8% | Added |
| LPL Financial LLC | 68,566 | $568.0K | 0.00% | +2,100+3.2% | Added |
| Raymond James & Associates | 65,152 | $539.0K | 0.00% | −2,887−4.2% | Reduced |
| Clough Capital Partners L P | 64,535 | $534.0K | 0.03% | +64,535 | New |
| UBS Group AG | 63,640 | $527.0K | 0.00% | +2,903+4.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,215 | $432.0K | 0.02% | +5,670+12.2% | Added |
| Prospera Financial Services Inc | 26,430 | $219.0K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 25,870 | $215.0K | 0.01% | −164−0.6% | Reduced |
| Wedbush Securities Inc | 25,845 | $214.0K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 24,659 | $204.0K | 0.02% | −1,595−6.1% | Reduced |
| Geneos Wealth Management Inc. | 24,288 | $202.0K | 0.01% | +17+0.1% | Added |
| Bank of America Corp | 21,841 | $181.0K | 0.00% | +81+0.4% | Added |
| Stratos Wealth Partners, LTD. | 18,900 | $156.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,256 | $143.0K | 0.00% | −3,199−15.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,243 | $143.0K | 0.00% | +101+0.6% | Added |
| SeaCrest Wealth Management, LLC | 15,793 | $131.0K | 0.02% | −4,630−22.7% | Reduced |
| Mid Atlantic Financial Management Inc | 15,400 | $128.0K | 0.01% | −8,226−34.8% | Reduced |
| Western Financial Corporation | 14,418 | $119.0K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,839 | $106.0K | 0.00% | +24+0.2% | Added |
| FNY Investment Advisers, LLC | 10,000 | $82.0K | 0.03% | +10,000 | New |
| NEXT Financial Group, Inc | 4,179 | $35.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $23.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,072 | $17.0K | 0.00% | +1,664+407.8% | Added |
| Enterprise Trust & Investment Co | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Prestige Wealth Management Group LLC | 650 | $5.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −82,901−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −15,713−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −10,958−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |