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