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, Q3 2022
Institutional positions in Franklin Universal Trust as of Sep 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
- 34
- +3 vs. Q2 2022
- Shares held
- 3.42M
- −91.6K (−2.6%) vs. Q2 2022
- Total value
- $21.7M
- −$4.54M (−17.3%) vs. Q2 2022
- New holders
- 7
- 10 more added
- Sold out
- 4
- 10 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 457,429 | $2.90M | 0.35% | −6,726−1.4% | Reduced |
| Wells Fargo & Company | 417,630 | $2.64M | 0.00% | −78,465−15.8% | Reduced |
| Morgan Stanley | 374,953 | $2.37M | 0.00% | −6,870−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 316,607 | $2.00M | 0.49% | +2,933+0.9% | Added |
| Stifel Financial Corp | 234,940 | $1.49M | 0.00% | −16,039−6.4% | Reduced |
| Advisor Group Holdings, Inc. | 202,328 | $1.28M | 0.00% | −2,276−1.1% | Reduced |
| Janney Montgomery Scott LLC | 199,570 | $1.26M | 0.01% | +136,716+217.5% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.17M | 0.04% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 177,862 | $1.13M | 0.05% | +42,978+31.9% | Added |
| Uncommon Cents Investing LLC | 133,477 | $845.0K | 0.35% | +2,894+2.2% | Added |
| Integrated Wealth Concepts LLC | 104,262 | $660.0K | 0.02% | +15,454+17.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 101,915 | $645.0K | 0.04% | −256−0.3% | Reduced |
| UBS Group AG | 96,690 | $612.0K | 0.00% | −406−0.4% | Reduced |
| LPL Financial LLC | 92,619 | $586.0K | 0.00% | +5,454+6.3% | Added |
| Wolverine Asset Management LLC | 35,837 | $226.0K | 0.00% | +35,837 | New |
| Raymond James & Associates | 33,041 | $209.0K | 0.00% | −2,000−5.7% | Reduced |
| Shaker Financial Services, LLC | 31,007 | $196.0K | 0.10% | +31,007 | New |
| Jane Street Group, LLC | 28,333 | $179.0K | 0.00% | +28,333 | New |
| Goldman Sachs Group Inc | 27,200 | $172.0K | 0.00% | +27,200 | New |
| Wedbush Securities Inc | 25,845 | $164.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,000 | $127.0K | 0.00% | +500+2.6% | Added |
| Royal Bank of Canada | 19,768 | $125.0K | 0.00% | +441+2.3% | Added |
| Stratos Wealth Partners, LTD. | 19,500 | $123.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,105 | $108.0K | 0.02% | +780+4.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,932 | $107.0K | 0.00% | +125+0.7% | Added |
| Susquehanna International Group, LLP | 14,503 | $92.0K | 0.00% | +14,503 | New |
| Millennium Management LLC | 11,678 | $74.0K | 0.00% | +11,678 | New |
| Geneos Wealth Management Inc. | 11,444 | $72.0K | 0.00% | −12,989−53.2% | Reduced |
| Cetera Advisor Networks LLC | 10,367 | $66.0K | 0.00% | −700−6.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,202 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 650 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 149 | $1.00K | 0.00% | +149 | New |
| City Holding Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −292,262−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −11,789−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −11,173−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −6,676−100.0% | Sold out |