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, Q3 2021
Institutional positions in Franklin Universal Trust as of Sep 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
- 41
- +2 vs. Q2 2021
- Shares held
- 4.33M
- −237.8K (−5.2%) vs. Q2 2021
- Total value
- $35.1M
- −$2.70M (−7.1%) vs. Q2 2021
- New holders
- 5
- 15 more added
- Sold out
- 3
- 13 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 604,521 | $4.90M | 0.00% | −287,973−32.3% | Reduced |
| Wells Fargo & Company | 558,420 | $4.53M | 0.00% | −2,315−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 462,152 | $3.75M | 0.33% | +170,558+58.5% | Added |
| Invesco Ltd. | 345,174 | $2.80M | 0.00% | −42,966−11.1% | Reduced |
| Stifel Financial Corp | 298,501 | $2.42M | 0.00% | +9,706+3.4% | Added |
| Moloney Securities Asset Management, LLC | 290,626 | $2.36M | 0.43% | −7,490−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 269,155 | $2.18M | 0.12% | −3,637−1.3% | Reduced |
| Shaker Financial Services, LLC | 230,617 | $1.87M | 0.75% | −66,545−22.4% | Reduced |
| Harbour Investments, Inc. | 206,636 | $1.68M | 0.05% | +10.0% | Added |
| Advisors Asset Management, Inc. | 149,657 | $1.21M | 0.02% | −4,450−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 138,177 | $1.12M | 0.00% | −322−0.2% | Reduced |
| Uncommon Cents Investing LLC | 101,316 | $822.0K | 0.33% | −325−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 84,831 | $688.0K | 0.04% | +32,616+62.5% | Added |
| Royal Bank of Canada | 79,060 | $641.0K | 0.00% | +2,288+3.0% | Added |
| LPL Financial LLC | 71,361 | $579.0K | 0.00% | +2,795+4.1% | Added |
| UBS Group AG | 70,566 | $572.0K | 0.00% | +6,926+10.9% | Added |
| Raymond James & Associates | 45,697 | $371.0K | 0.00% | −19,455−29.9% | Reduced |
| Clough Capital Partners L P | 37,883 | $307.0K | 0.02% | −26,652−41.3% | Reduced |
| Foundations Investment Advisors, LLC | 26,106 | $215.0K | 0.01% | +236+0.9% | Added |
| Prospera Financial Services Inc | 26,430 | $214.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 25,845 | $210.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,317 | $198.0K | 0.01% | +29+0.1% | Added |
| Bank of America Corp | 21,932 | $178.0K | 0.00% | +91+0.4% | Added |
| BCJ Capital Management, LLC | 20,861 | $169.0K | 0.02% | −3,798−15.4% | Reduced |
| Stratos Wealth Partners, LTD. | 19,100 | $155.0K | 0.00% | +200+1.1% | Added |
| SeaCrest Wealth Management, LLC | 18,429 | $149.0K | 0.02% | +2,636+16.7% | Added |
| Mid Atlantic Financial Management Inc | 17,500 | $142.0K | 0.01% | +2,100+13.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,356 | $141.0K | 0.00% | +113+0.7% | Added |
| Janney Montgomery Scott LLC | 12,866 | $104.0K | 0.00% | +27+0.2% | Added |
| Anfield Capital Management, LLC | 12,565 | $104.0K | 0.03% | +12,565 | New |
| Cetera Investment Advisers | 12,880 | $104.0K | 0.00% | +12,880 | New |
| Susquehanna International Group, LLP | 10,270 | $83.0K | 0.00% | +10,270 | New |
| NEXT Financial Group, Inc | 4,179 | $34.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,481 | $28.0K | 0.00% | +3,481 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $23.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,121 | $17.0K | 0.00% | +2,121 | New |
| Enterprise Trust & Investment Co | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 650 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 246 | $1.00K | 0.00% | −1,826−88.1% | Reduced |
| City Holding Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −17,256−100.0% | Sold out |
| Western Financial Corporation | 0 | $0 | 0.00% | −14,418−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |