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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 500 | $3.56K | 0.00% | +500 | New |
| Lumature Wealth Partners, LLC | 540 | $3.85K | 0.00% | +540 | New |
| Ameritas Advisory Services, LLC | 600 | $4.23K | 0.00% | +600 | New |
| Prestige Wealth Management Group LLC | 650 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,287 | $9.18K | 0.00% | +1,287 | New |
| Ahrens Investment Partners LLC | 1,500 | $10.7K | 0.01% | +1,500 | New |
| Parallel Advisors, LLC | 2,800 | $20.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $22.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,335 | $59.0K | 0.00% | +8,335 | New |
| Cetera Advisor Networks LLC | 10,367 | $73.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,444 | $81.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,972 | $114.0K | 0.00% | −1,165−6.8% | Reduced |
| Prospera Financial Services Inc | 17,690 | $126.1K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,860 | $127.3K | 0.02% | +446+2.6% | Added |
| GWM Advisors LLC | 19,200 | $130.3K | 0.00% | −2,100−9.9% | Reduced |
| Stratos Wealth Partners, LTD. | 19,300 | $137.6K | 0.00% | −200−1.0% | Reduced |
| Wedbush Securities Inc | 21,230 | $151.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 23,268 | $166.0K | 0.00% | +1,500+6.9% | Added |
| Clear Creek Financial Management, LLC | 26,453 | $188.6K | 0.04% | +26,453 | New |
| Independent Financial Group, LLC | 33,350 | $237.8K | 0.02% | +11,450+52.3% | Added |
| Raymond James & Associates | 38,435 | $274.0K | 0.00% | +2,870+8.1% | Added |
| RVW Wealth, LLC | 46,700 | $333.0K | 0.04% | +46,700 | New |
| Shaker Financial Services, LLC | 77,324 | $551.3K | 0.24% | −33,281−30.1% | Reduced |
| UBS Group AG | 101,390 | $722.9K | 0.00% | +12,855+14.5% | Added |
| Integrated Wealth Concepts LLC | 120,333 | $858.0K | 0.02% | +11,241+10.3% | Added |
| LPL Financial LLC | 135,388 | $965.3K | 0.00% | +24,397+22.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 141,600 | $1.01M | 0.06% | +51,406+57.0% | Added |
| Uncommon Cents Investing LLC | 144,391 | $1.03M | 0.38% | +2,361+1.7% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.32M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 186,118 | $1.33M | 0.00% | +3,306+1.8% | Added |
| Janney Montgomery Scott LLC | 221,462 | $1.58M | 0.01% | +2,495+1.1% | Added |
| Stifel Financial Corp | 256,197 | $1.83M | 0.00% | −13,697−5.1% | Reduced |
| Foundations Investment Advisors, LLC | 280,404 | $2.00M | 0.07% | +22,985+8.9% | Added |
| Wells Fargo & Company | 304,255 | $2.17M | 0.00% | +1,207+0.4% | Added |
| Morgan Stanley | 338,473 | $2.41M | 0.00% | −4,971−1.4% | Reduced |
| Moloney Securities Asset Management, LLC | 422,597 | $3.01M | 0.56% | +24,556+6.2% | Added |
| Koshinski Asset Management, Inc. | 535,906 | $3.82M | 0.37% | +29,430+5.8% | Added |
| 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 |