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, Q1 2022
Institutional positions in Franklin Universal Trust as of Mar 31, 2022. 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
- 31
- −6 vs. Q4 2021
- Shares held
- 3.39M
- −503.5K (−12.9%) vs. Q4 2021
- Total value
- $27.5M
- −$5.48M (−16.6%) vs. Q4 2021
- New holders
- 2
- 14 more added
- Sold out
- 8
- 9 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 492,336 | $3.99M | 0.00% | −49,120−9.1% | Reduced |
| Koshinski Asset Management, Inc. | 463,452 | $3.75M | 0.31% | +1,062+0.2% | Added |
| Morgan Stanley | 380,436 | $3.08M | 0.00% | −195,574−34.0% | Reduced |
| Stifel Financial Corp | 347,603 | $2.81M | 0.00% | +60,858+21.2% | Added |
| Moloney Securities Asset Management, LLC | 304,453 | $2.47M | 0.48% | +13,816+4.8% | Added |
| Invesco Ltd. | 300,260 | $2.43M | 0.00% | −58,919−16.4% | Reduced |
| Westchester Capital Management, LLC | 184,920 | $1.50M | 0.05% | +184,920 | New |
| Advisor Group Holdings, Inc. | 147,814 | $1.20M | 0.00% | +551+0.4% | Added |
| Uncommon Cents Investing LLC | 121,090 | $981.0K | 0.36% | +15,440+14.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 103,630 | $839.0K | 0.04% | −1,252−1.2% | Reduced |
| UBS Group AG | 96,278 | $780.0K | 0.00% | +15,368+19.0% | Added |
| LPL Financial LLC | 78,146 | $633.0K | 0.00% | +5,102+7.0% | Added |
| Foundations Investment Advisors, LLC | 47,119 | $378.0K | 0.01% | +12,212+35.0% | Added |
| Kestra Private Wealth Services, LLC | 40,515 | $328.0K | 0.02% | −1,360−3.2% | Reduced |
| Raymond James & Associates | 35,041 | $284.0K | 0.00% | −2,200−5.9% | Reduced |
| Parametric Portfolio Associates LLC | 31,905 | $258.0K | 0.00% | +31,905 | New |
| Prospera Financial Services Inc | 26,430 | $214.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 25,845 | $209.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,389 | $197.0K | 0.01% | +41+0.2% | Added |
| Stratos Wealth Partners, LTD. | 19,300 | $156.0K | 0.00% | +200+1.0% | Added |
| BCJ Capital Management, LLC | 18,112 | $147.0K | 0.01% | −2,749−13.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,678 | $143.0K | 0.00% | +202+1.2% | Added |
| Royal Bank of Canada | 16,844 | $136.0K | 0.00% | −32,683−66.0% | Reduced |
| Cetera Investment Advisers | 16,672 | $135.0K | 0.00% | +2,743+19.7% | Added |
| SeaCrest Wealth Management, LLC | 16,582 | $134.0K | 0.02% | +328+2.0% | Added |
| GWM Advisors LLC | 16,100 | $130.0K | 0.00% | +2,200+15.8% | Added |
| Bank of America Corp | 15,065 | $122.0K | 0.00% | −5,350−26.2% | Reduced |
| 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 |
| Prestige Wealth Management Group LLC | 650 | $5.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −264,873−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −130,610−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −37,856−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −20,937−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,640−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,657−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −11,391−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −4,305−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |