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, Q2 2022
Institutional positions in Franklin Universal Trust as of Jun 30, 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
- +1 vs. Q1 2022
- Shares held
- 3.52M
- +153.4K (+4.6%) vs. Q1 2022
- Total value
- $26.2M
- −$1.02M (−3.8%) vs. Q1 2022
- New holders
- 4
- 13 more added
- Sold out
- 3
- 7 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 496,095 | $3.70M | 0.00% | +3,759+0.8% | Added |
| Koshinski Asset Management, Inc. | 464,155 | $3.46M | 0.34% | +703+0.2% | Added |
| Morgan Stanley | 381,823 | $2.85M | 0.00% | +1,387+0.4% | Added |
| Moloney Securities Asset Management, LLC | 313,674 | $2.34M | 0.55% | +9,221+3.0% | Added |
| Invesco Ltd. | 292,262 | $2.18M | 0.00% | −7,998−2.7% | Reduced |
| Stifel Financial Corp | 250,979 | $1.87M | 0.00% | −96,624−27.8% | Reduced |
| Advisor Group Holdings, Inc. | 204,604 | $1.52M | 0.00% | +56,790+38.4% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.38M | 0.04% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 134,884 | $1.01M | 0.04% | +87,765+186.3% | Added |
| Uncommon Cents Investing LLC | 130,583 | $973.0K | 0.39% | +9,493+7.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 102,171 | $761.0K | 0.05% | −1,459−1.4% | Reduced |
| UBS Group AG | 97,096 | $723.0K | 0.00% | +818+0.8% | Added |
| Integrated Wealth Concepts LLC | 88,808 | $662.0K | 0.02% | +88,808 | New |
| LPL Financial LLC | 87,165 | $649.0K | 0.00% | +9,019+11.5% | Added |
| Janney Montgomery Scott LLC | 62,854 | $468.0K | 0.00% | +62,854 | New |
| Raymond James & Associates | 35,041 | $261.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 25,845 | $193.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24,433 | $187.0K | 0.01% | +44+0.2% | Added |
| Stratos Wealth Partners, LTD. | 19,500 | $145.0K | 0.00% | +200+1.0% | Added |
| GWM Advisors LLC | 19,500 | $145.0K | 0.00% | +3,400+21.1% | Added |
| Royal Bank of Canada | 19,327 | $144.0K | 0.00% | +2,483+14.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,807 | $125.0K | 0.00% | −871−4.9% | Reduced |
| SeaCrest Wealth Management, LLC | 16,325 | $122.0K | 0.02% | −257−1.5% | Reduced |
| Bank of America Corp | 11,789 | $88.0K | 0.00% | −3,276−21.7% | Reduced |
| BCJ Capital Management, LLC | 11,173 | $83.0K | 0.01% | −6,939−38.3% | Reduced |
| Cetera Advisor Networks LLC | 11,067 | $83.0K | 0.00% | +11,067 | New |
| CWM, LLC | 6,676 | $50.0K | 0.00% | +6,676 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $21.0K | 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 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −40,515−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −26,430−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −16,672−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |