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 |
|---|---|---|---|---|---|
| City Holding Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 650 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Arkadios Wealth Advisors | 2,072 | $17.0K | 0.00% | +1,664+407.8% | Added |
| Parallel Advisors, LLC | 2,800 | $23.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $27.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,179 | $35.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 10,000 | $82.0K | 0.03% | +10,000 | New |
| Janney Montgomery Scott LLC | 12,839 | $106.0K | 0.00% | +24+0.2% | Added |
| Western Financial Corporation | 14,418 | $119.0K | 0.06% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 15,400 | $128.0K | 0.01% | −8,226−34.8% | Reduced |
| SeaCrest Wealth Management, LLC | 15,793 | $131.0K | 0.02% | −4,630−22.7% | Reduced |
| 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 |
| Stratos Wealth Partners, LTD. | 18,900 | $156.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 21,841 | $181.0K | 0.00% | +81+0.4% | Added |
| Geneos Wealth Management Inc. | 24,288 | $202.0K | 0.01% | +17+0.1% | Added |
| BCJ Capital Management, LLC | 24,659 | $204.0K | 0.02% | −1,595−6.1% | Reduced |
| Wedbush Securities Inc | 25,845 | $214.0K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 25,870 | $215.0K | 0.01% | −164−0.6% | Reduced |
| Prospera Financial Services Inc | 26,430 | $219.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 52,215 | $432.0K | 0.02% | +5,670+12.2% | Added |
| UBS Group AG | 63,640 | $527.0K | 0.00% | +2,903+4.8% | Added |
| Clough Capital Partners L P | 64,535 | $534.0K | 0.03% | +64,535 | New |
| Raymond James & Associates | 65,152 | $539.0K | 0.00% | −2,887−4.2% | Reduced |
| LPL Financial LLC | 68,566 | $568.0K | 0.00% | +2,100+3.2% | Added |
| Royal Bank of Canada | 76,772 | $636.0K | 0.00% | +3,520+4.8% | Added |
| Uncommon Cents Investing LLC | 101,641 | $842.0K | 0.34% | +2,750+2.8% | Added |
| Advisor Group Holdings, Inc. | 138,499 | $1.15M | 0.00% | +24,232+21.2% | Added |
| Advisors Asset Management, Inc. | 154,107 | $1.28M | 0.02% | −2,432−1.6% | Reduced |
| Harbour Investments, Inc. | 206,635 | $1.71M | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 272,792 | $2.26M | 0.14% | +1000.0% | Added |
| Stifel Financial Corp | 288,795 | $2.39M | 0.00% | +11,005+4.0% | Added |
| Koshinski Asset Management, Inc. | 291,594 | $2.41M | 0.30% | −165,737−36.2% | Reduced |
| Shaker Financial Services, LLC | 297,162 | $2.46M | 0.91% | −240,758−44.8% | Reduced |
| Moloney Securities Asset Management, LLC | 298,116 | $2.47M | 0.45% | +1,405+0.5% | Added |
| Invesco Ltd. | 388,140 | $3.21M | 0.00% | +3,509+0.9% | Added |
| Wells Fargo & Company | 560,735 | $4.64M | 0.00% | +20,290+3.8% | Added |
| Morgan Stanley | 892,494 | $7.39M | 0.00% | +9,541+1.1% | Added |
| 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 |