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, Q1 2023
Institutional positions in Franklin Universal Trust as of Mar 31, 2023. 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
- 37
- +4 vs. Q4 2022
- Shares held
- 3.77M
- +95.0K (+2.6%) vs. Q4 2022
- Total value
- $26.9M
- +$2.14M (+8.7%) vs. Q4 2022
- New holders
- 8
- 15 more added
- Sold out
- 4
- 6 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 535,906 | $3.82M | 0.37% | +29,430+5.8% | Added |
| Moloney Securities Asset Management, LLC | 422,597 | $3.01M | 0.56% | +24,556+6.2% | Added |
| Morgan Stanley | 338,473 | $2.41M | 0.00% | −4,971−1.4% | Reduced |
| Wells Fargo & Company | 304,255 | $2.17M | 0.00% | +1,207+0.4% | Added |
| Foundations Investment Advisors, LLC | 280,404 | $2.00M | 0.07% | +22,985+8.9% | Added |
| Stifel Financial Corp | 256,197 | $1.83M | 0.00% | −13,697−5.1% | Reduced |
| Janney Montgomery Scott LLC | 221,462 | $1.58M | 0.01% | +2,495+1.1% | Added |
| Advisor Group Holdings, Inc. | 186,118 | $1.33M | 0.00% | +3,306+1.8% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.32M | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 144,391 | $1.03M | 0.38% | +2,361+1.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 141,600 | $1.01M | 0.06% | +51,406+57.0% | Added |
| LPL Financial LLC | 135,388 | $965.3K | 0.00% | +24,397+22.0% | Added |
| Integrated Wealth Concepts LLC | 120,333 | $858.0K | 0.02% | +11,241+10.3% | Added |
| UBS Group AG | 101,390 | $722.9K | 0.00% | +12,855+14.5% | Added |
| Shaker Financial Services, LLC | 77,324 | $551.3K | 0.24% | −33,281−30.1% | Reduced |
| RVW Wealth, LLC | 46,700 | $333.0K | 0.04% | +46,700 | New |
| Raymond James & Associates | 38,435 | $274.0K | 0.00% | +2,870+8.1% | Added |
| Independent Financial Group, LLC | 33,350 | $237.8K | 0.02% | +11,450+52.3% | Added |
| Clear Creek Financial Management, LLC | 26,453 | $188.6K | 0.04% | +26,453 | New |
| Royal Bank of Canada | 23,268 | $166.0K | 0.00% | +1,500+6.9% | Added |
| Wedbush Securities Inc | 21,230 | $151.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,300 | $137.6K | 0.00% | −200−1.0% | Reduced |
| GWM Advisors LLC | 19,200 | $130.3K | 0.00% | −2,100−9.9% | Reduced |
| SeaCrest Wealth Management, LLC | 17,860 | $127.3K | 0.02% | +446+2.6% | Added |
| Prospera Financial Services Inc | 17,690 | $126.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,972 | $114.0K | 0.00% | −1,165−6.8% | Reduced |
| Geneos Wealth Management Inc. | 11,444 | $81.6K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,367 | $73.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,335 | $59.0K | 0.00% | +8,335 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $22.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,500 | $10.7K | 0.01% | +1,500 | New |
| Bank of America Corp | 1,287 | $9.18K | 0.00% | +1,287 | New |
| Prestige Wealth Management Group LLC | 650 | $4.63K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 600 | $4.23K | 0.00% | +600 | New |
| Lumature Wealth Partners, LLC | 540 | $3.85K | 0.00% | +540 | New |
| Northwestern Mutual Wealth Management Co | 500 | $3.56K | 0.00% | +500 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −118,854−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −16,432−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |