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 |
|---|---|---|---|---|---|
| City Holding Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 650 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $24.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $27.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,900 | $33.0K | 0.00% | −279−6.7% | Reduced |
| Shore Point Advisors, LLC | 4,305 | $36.0K | 0.03% | +4,305 | New |
| Anfield Capital Management, LLC | 11,391 | $96.0K | 0.03% | −1,174−9.3% | Reduced |
| Susquehanna International Group, LLP | 12,657 | $107.0K | 0.00% | +2,387+23.2% | Added |
| 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 |
| SeaCrest Wealth Management, LLC | 16,254 | $138.0K | 0.02% | −2,175−11.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,476 | $148.0K | 0.00% | +120+0.7% | Added |
| Citadel Advisors LLC | 18,640 | $158.0K | 0.00% | +18,640 | New |
| Stratos Wealth Partners, LTD. | 19,100 | $162.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 20,415 | $173.0K | 0.00% | −1,517−6.9% | Reduced |
| BCJ Capital Management, LLC | 20,861 | $176.0K | 0.02% | 00.0% | Unchanged |
| Clough Capital Partners L P | 20,937 | $177.0K | 0.01% | −16,946−44.7% | Reduced |
| Geneos Wealth Management Inc. | 24,348 | $205.0K | 0.01% | +31+0.1% | Added |
| Wedbush Securities Inc | 25,845 | $219.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 26,430 | $223.0K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 34,907 | $288.0K | 0.01% | +8,801+33.7% | Added |
| Raymond James & Associates | 37,241 | $315.0K | 0.00% | −8,456−18.5% | Reduced |
| Advisors Asset Management, Inc. | 37,856 | $320.3K | 0.00% | −111,801−74.7% | Reduced |
| Kestra Private Wealth Services, LLC | 41,875 | $354.0K | 0.02% | −227,280−84.4% | Reduced |
| Royal Bank of Canada | 49,527 | $419.0K | 0.00% | −29,533−37.4% | Reduced |
| LPL Financial LLC | 73,044 | $618.0K | 0.00% | +1,683+2.4% | Added |
| UBS Group AG | 80,910 | $684.0K | 0.00% | +10,344+14.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 104,882 | $887.0K | 0.04% | +20,051+23.6% | Added |
| Uncommon Cents Investing LLC | 105,650 | $894.0K | 0.34% | +4,334+4.3% | Added |
| Ameriprise Financial Inc | 130,610 | $1.10M | 0.00% | +130,610 | New |
| Advisor Group Holdings, Inc. | 147,263 | $1.25M | 0.00% | +9,086+6.6% | Added |
| Shaker Financial Services, LLC | 264,873 | $2.24M | 0.79% | +34,256+14.9% | Added |
| Stifel Financial Corp | 286,745 | $2.43M | 0.00% | −11,756−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 290,637 | $2.46M | 0.42% | +110.0% | Added |
| Invesco Ltd. | 359,179 | $3.04M | 0.00% | +14,005+4.1% | Added |
| Koshinski Asset Management, Inc. | 462,390 | $3.91M | 0.32% | +238+0.1% | Added |
| Wells Fargo & Company | 541,456 | $4.58M | 0.00% | −16,964−3.0% | Reduced |
| Morgan Stanley | 576,010 | $4.87M | 0.00% | −28,511−4.7% | Reduced |
| 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 |