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, Q2 2023
Institutional positions in Franklin Universal Trust as of Jun 30, 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
- 34
- −2 vs. Q1 2023
- Shares held
- 3.29M
- −483.7K (−12.8%) vs. Q1 2023
- Total value
- $22.1M
- −$4.76M (−17.7%) vs. Q1 2023
- New holders
- 5
- 15 more added
- Sold out
- 7
- 6 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 437,422 | $2.94M | 0.52% | +14,825+3.5% | Added |
| Morgan Stanley | 344,129 | $2.32M | 0.00% | +5,656+1.7% | Added |
| Koshinski Asset Management, Inc. | 337,411 | $2.27M | 0.24% | −198,495−37.0% | Reduced |
| Stifel Financial Corp | 242,683 | $1.63M | 0.00% | −13,514−5.3% | Reduced |
| Janney Montgomery Scott LLC | 232,716 | $1.57M | 0.01% | +11,254+5.1% | Added |
| LPL Financial LLC | 218,705 | $1.47M | 0.00% | +83,317+61.5% | Added |
| Wells Fargo & Company | 197,245 | $1.33M | 0.00% | −107,010−35.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 188,693 | $1.27M | 0.08% | +47,093+33.3% | Added |
| Advisor Group Holdings, Inc. | 186,597 | $1.26M | 0.00% | +479+0.3% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.24M | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 146,211 | $984.0K | 0.35% | +1,820+1.3% | Added |
| Integrated Wealth Concepts LLC | 117,378 | $790.0K | 0.01% | −2,955−2.5% | Reduced |
| UBS Group AG | 102,765 | $691.6K | 0.00% | +1,375+1.4% | Added |
| Shaker Financial Services, LLC | 48,982 | $329.6K | 0.14% | −28,342−36.7% | Reduced |
| Raymond James & Associates | 48,879 | $329.0K | 0.00% | +10,444+27.2% | Added |
| Independent Financial Group, LLC | 37,700 | $253.7K | 0.02% | +4,350+13.0% | Added |
| Clear Creek Financial Management, LLC | 26,453 | $178.0K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 25,007 | $168.3K | 0.00% | +25,007 | New |
| Wedbush Securities Inc | 24,530 | $165.0K | 0.01% | +3,300+15.5% | Added |
| GWM Advisors LLC | 20,900 | $140.7K | 0.00% | +1,700+8.9% | Added |
| Royal Bank of Canada | 20,796 | $140.0K | 0.00% | −2,472−10.6% | Reduced |
| Stratos Wealth Partners, LTD. | 19,500 | $131.2K | 0.00% | +200+1.0% | Added |
| SeaCrest Wealth Management, LLC | 18,173 | $122.3K | 0.02% | +313+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,117 | $108.0K | 0.00% | +145+0.9% | Added |
| Geneos Wealth Management Inc. | 11,444 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,367 | $69.8K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,133 | $68.2K | 0.01% | +10,133 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $21.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 2,881 | $19.4K | 0.01% | +2,881 | New |
| Parallel Advisors, LLC | 2,800 | $18.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 650 | $4.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 375 | $3.00K | 0.00% | +375 | New |
| FMR LLC | 1 | $7 | 0.00% | +1 | New |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −280,404−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −46,700−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −17,690−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Lumature Wealth Partners, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |