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 |
|---|---|---|---|---|---|
| City Holding Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 246 | $1.00K | 0.00% | −1,826−88.1% | Reduced |
| Prestige Wealth Management Group LLC | 650 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,121 | $17.0K | 0.00% | +2,121 | New |
| Parallel Advisors, LLC | 2,800 | $23.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $26.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,481 | $28.0K | 0.00% | +3,481 | New |
| NEXT Financial Group, Inc | 4,179 | $34.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,270 | $83.0K | 0.00% | +10,270 | New |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 17,356 | $141.0K | 0.00% | +113+0.7% | Added |
| Mid Atlantic Financial Management Inc | 17,500 | $142.0K | 0.01% | +2,100+13.6% | Added |
| SeaCrest Wealth Management, LLC | 18,429 | $149.0K | 0.02% | +2,636+16.7% | Added |
| Stratos Wealth Partners, LTD. | 19,100 | $155.0K | 0.00% | +200+1.1% | Added |
| BCJ Capital Management, LLC | 20,861 | $169.0K | 0.02% | −3,798−15.4% | Reduced |
| Bank of America Corp | 21,932 | $178.0K | 0.00% | +91+0.4% | Added |
| Geneos Wealth Management Inc. | 24,317 | $198.0K | 0.01% | +29+0.1% | Added |
| Wedbush Securities Inc | 25,845 | $210.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 26,430 | $214.0K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 26,106 | $215.0K | 0.01% | +236+0.9% | Added |
| Clough Capital Partners L P | 37,883 | $307.0K | 0.02% | −26,652−41.3% | Reduced |
| Raymond James & Associates | 45,697 | $371.0K | 0.00% | −19,455−29.9% | Reduced |
| UBS Group AG | 70,566 | $572.0K | 0.00% | +6,926+10.9% | Added |
| LPL Financial LLC | 71,361 | $579.0K | 0.00% | +2,795+4.1% | Added |
| Royal Bank of Canada | 79,060 | $641.0K | 0.00% | +2,288+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 84,831 | $688.0K | 0.04% | +32,616+62.5% | Added |
| Uncommon Cents Investing LLC | 101,316 | $822.0K | 0.33% | −325−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 138,177 | $1.12M | 0.00% | −322−0.2% | Reduced |
| Advisors Asset Management, Inc. | 149,657 | $1.21M | 0.02% | −4,450−2.9% | Reduced |
| Harbour Investments, Inc. | 206,636 | $1.68M | 0.05% | +10.0% | Added |
| Shaker Financial Services, LLC | 230,617 | $1.87M | 0.75% | −66,545−22.4% | Reduced |
| Kestra Private Wealth Services, LLC | 269,155 | $2.18M | 0.12% | −3,637−1.3% | Reduced |
| Moloney Securities Asset Management, LLC | 290,626 | $2.36M | 0.43% | −7,490−2.5% | Reduced |
| Stifel Financial Corp | 298,501 | $2.42M | 0.00% | +9,706+3.4% | Added |
| Invesco Ltd. | 345,174 | $2.80M | 0.00% | −42,966−11.1% | Reduced |
| Koshinski Asset Management, Inc. | 462,152 | $3.75M | 0.33% | +170,558+58.5% | Added |
| Wells Fargo & Company | 558,420 | $4.53M | 0.00% | −2,315−0.4% | Reduced |
| Morgan Stanley | 604,521 | $4.90M | 0.00% | −287,973−32.3% | Reduced |
| 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 |