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, Q4 2022
Institutional positions in Franklin Universal Trust as of Dec 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
- 33
- −1 vs. Q3 2022
- Shares held
- 3.68M
- +251.9K (+7.4%) vs. Q3 2022
- Total value
- $24.7M
- +$3.07M (+14.2%) vs. Q3 2022
- New holders
- 4
- 15 more added
- Sold out
- 5
- 6 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City Holding Co | 8 | $53 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 650 | $4.37K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,693 | $18.0K | 0.00% | +2,693 | New |
| Parallel Advisors, LLC | 2,800 | $18.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $21.6K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,367 | $69.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,444 | $77.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 16,432 | $110.6K | 0.02% | +16,432 | New |
| Cambridge Investment Research Advisors, Inc. | 17,137 | $115.0K | 0.00% | +205+1.2% | Added |
| SeaCrest Wealth Management, LLC | 17,414 | $117.2K | 0.02% | +309+1.8% | Added |
| Prospera Financial Services Inc | 17,690 | $119.1K | 0.01% | +17,690 | New |
| Stratos Wealth Partners, LTD. | 19,500 | $131.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,230 | $143.0K | 0.01% | −4,615−17.9% | Reduced |
| GWM Advisors LLC | 21,300 | $143.3K | 0.00% | +1,300+6.5% | Added |
| Royal Bank of Canada | 21,768 | $146.0K | 0.00% | +2,000+10.1% | Added |
| Independent Financial Group, LLC | 21,900 | $147.4K | 0.01% | +21,900 | New |
| Raymond James & Associates | 35,565 | $239.4K | 0.00% | +2,524+7.6% | Added |
| UBS Group AG | 88,535 | $595.8K | 0.00% | −8,155−8.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 90,194 | $607.0K | 0.04% | −11,721−11.5% | Reduced |
| Integrated Wealth Concepts LLC | 109,092 | $734.0K | 0.02% | +4,830+4.6% | Added |
| Shaker Financial Services, LLC | 110,605 | $744.4K | 0.35% | +79,598+256.7% | Added |
| LPL Financial LLC | 110,991 | $747.0K | 0.00% | +18,372+19.8% | Added |
| Wolverine Asset Management LLC | 118,854 | $799.9K | 0.01% | +83,017+231.7% | Added |
| Uncommon Cents Investing LLC | 142,030 | $955.9K | 0.35% | +8,553+6.4% | Added |
| Advisor Group Holdings, Inc. | 182,812 | $1.23M | 0.00% | −19,516−9.6% | Reduced |
| Westchester Capital Management, LLC | 184,920 | $1.24M | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 218,967 | $1.47M | 0.01% | +19,397+9.7% | Added |
| Foundations Investment Advisors, LLC | 257,419 | $1.73M | 0.07% | +79,557+44.7% | Added |
| Stifel Financial Corp | 269,894 | $1.82M | 0.00% | +34,954+14.9% | Added |
| Wells Fargo & Company | 303,048 | $2.04M | 0.00% | −114,582−27.4% | Reduced |
| Morgan Stanley | 343,444 | $2.31M | 0.00% | −31,509−8.4% | Reduced |
| Moloney Securities Asset Management, LLC | 398,041 | $2.68M | 0.59% | +81,434+25.7% | Added |
| Koshinski Asset Management, Inc. | 506,476 | $3.41M | 0.33% | +49,047+10.7% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,333−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,503−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −149−100.0% | Sold out |