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, Q4 2021
Institutional positions in Franklin Universal Trust as of Dec 31, 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
- 38
- −2 vs. Q3 2021
- Shares held
- 3.90M
- −408.9K (−9.5%) vs. Q3 2021
- Total value
- $33.0M
- −$1.96M (−5.6%) vs. Q3 2021
- New holders
- 4
- 14 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 576,010 | $4.87M | 0.00% | −28,511−4.7% | Reduced |
| Wells Fargo & Company | 541,456 | $4.58M | 0.00% | −16,964−3.0% | Reduced |
| Koshinski Asset Management, Inc. | 462,390 | $3.91M | 0.32% | +238+0.1% | Added |
| Invesco Ltd. | 359,179 | $3.04M | 0.00% | +14,005+4.1% | Added |
| Moloney Securities Asset Management, LLC | 290,637 | $2.46M | 0.42% | +110.0% | Added |
| Stifel Financial Corp | 286,745 | $2.43M | 0.00% | −11,756−3.9% | Reduced |
| Shaker Financial Services, LLC | 264,873 | $2.24M | 0.79% | +34,256+14.9% | Added |
| Advisor Group Holdings, Inc. | 147,263 | $1.25M | 0.00% | +9,086+6.6% | Added |
| Ameriprise Financial Inc | 130,610 | $1.10M | 0.00% | +130,610 | New |
| Uncommon Cents Investing LLC | 105,650 | $894.0K | 0.34% | +4,334+4.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 104,882 | $887.0K | 0.04% | +20,051+23.6% | Added |
| UBS Group AG | 80,910 | $684.0K | 0.00% | +10,344+14.7% | Added |
| LPL Financial LLC | 73,044 | $618.0K | 0.00% | +1,683+2.4% | Added |
| Royal Bank of Canada | 49,527 | $419.0K | 0.00% | −29,533−37.4% | Reduced |
| Kestra Private Wealth Services, LLC | 41,875 | $354.0K | 0.02% | −227,280−84.4% | Reduced |
| Advisors Asset Management, Inc. | 37,856 | $320.3K | 0.00% | −111,801−74.7% | Reduced |
| Raymond James & Associates | 37,241 | $315.0K | 0.00% | −8,456−18.5% | Reduced |
| Foundations Investment Advisors, LLC | 34,907 | $288.0K | 0.01% | +8,801+33.7% | Added |
| Prospera Financial Services Inc | 26,430 | $223.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 25,845 | $219.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,348 | $205.0K | 0.01% | +31+0.1% | Added |
| Clough Capital Partners L P | 20,937 | $177.0K | 0.01% | −16,946−44.7% | Reduced |
| BCJ Capital Management, LLC | 20,861 | $176.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 20,415 | $173.0K | 0.00% | −1,517−6.9% | Reduced |
| Stratos Wealth Partners, LTD. | 19,100 | $162.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,640 | $158.0K | 0.00% | +18,640 | New |
| Cambridge Investment Research Advisors, Inc. | 17,476 | $148.0K | 0.00% | +120+0.7% | Added |
| SeaCrest Wealth Management, LLC | 16,254 | $138.0K | 0.02% | −2,175−11.8% | Reduced |
| Cetera Investment Advisers | 13,929 | $118.0K | 0.00% | +1,049+8.1% | Added |
| GWM Advisors LLC | 13,900 | $118.0K | 0.00% | +13,900 | New |
| Susquehanna International Group, LLP | 12,657 | $107.0K | 0.00% | +2,387+23.2% | Added |
| Anfield Capital Management, LLC | 11,391 | $96.0K | 0.03% | −1,174−9.3% | Reduced |
| Shore Point Advisors, LLC | 4,305 | $36.0K | 0.03% | +4,305 | New |
| NEXT Financial Group, Inc | 3,900 | $33.0K | 0.00% | −279−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,202 | $27.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $24.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 650 | $5.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −206,636−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,866−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Enterprise Trust & Investment Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |