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 |
|---|---|---|---|---|---|
| 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 | $21.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,676 | $50.0K | 0.00% | +6,676 | New |
| 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 |
| Bank of America Corp | 11,789 | $88.0K | 0.00% | −3,276−21.7% | Reduced |
| SeaCrest Wealth Management, LLC | 16,325 | $122.0K | 0.02% | −257−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,807 | $125.0K | 0.00% | −871−4.9% | Reduced |
| Royal Bank of Canada | 19,327 | $144.0K | 0.00% | +2,483+14.7% | 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 |
| Geneos Wealth Management Inc. | 24,433 | $187.0K | 0.01% | +44+0.2% | Added |
| Wedbush Securities Inc | 25,845 | $193.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 35,041 | $261.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 62,854 | $468.0K | 0.00% | +62,854 | New |
| LPL Financial LLC | 87,165 | $649.0K | 0.00% | +9,019+11.5% | Added |
| Integrated Wealth Concepts LLC | 88,808 | $662.0K | 0.02% | +88,808 | New |
| UBS Group AG | 97,096 | $723.0K | 0.00% | +818+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 102,171 | $761.0K | 0.05% | −1,459−1.4% | Reduced |
| Uncommon Cents Investing LLC | 130,583 | $973.0K | 0.39% | +9,493+7.8% | Added |
| Foundations Investment Advisors, LLC | 134,884 | $1.01M | 0.04% | +87,765+186.3% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.38M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 204,604 | $1.52M | 0.00% | +56,790+38.4% | Added |
| Stifel Financial Corp | 250,979 | $1.87M | 0.00% | −96,624−27.8% | Reduced |
| Invesco Ltd. | 292,262 | $2.18M | 0.00% | −7,998−2.7% | Reduced |
| Moloney Securities Asset Management, LLC | 313,674 | $2.34M | 0.55% | +9,221+3.0% | Added |
| Morgan Stanley | 381,823 | $2.85M | 0.00% | +1,387+0.4% | Added |
| Koshinski Asset Management, Inc. | 464,155 | $3.46M | 0.34% | +703+0.2% | Added |
| Wells Fargo & Company | 496,095 | $3.70M | 0.00% | +3,759+0.8% | Added |
| 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 |