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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $7 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 375 | $3.00K | 0.00% | +375 | New |
| Northwestern Mutual Wealth Management Co | 500 | $3.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 650 | $4.38K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $18.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 2,881 | $19.4K | 0.01% | +2,881 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $21.6K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,133 | $68.2K | 0.01% | +10,133 | New |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 16,117 | $108.0K | 0.00% | +145+0.9% | Added |
| SeaCrest Wealth Management, LLC | 18,173 | $122.3K | 0.02% | +313+1.8% | Added |
| Stratos Wealth Partners, LTD. | 19,500 | $131.2K | 0.00% | +200+1.0% | Added |
| Royal Bank of Canada | 20,796 | $140.0K | 0.00% | −2,472−10.6% | Reduced |
| GWM Advisors LLC | 20,900 | $140.7K | 0.00% | +1,700+8.9% | Added |
| Wedbush Securities Inc | 24,530 | $165.0K | 0.01% | +3,300+15.5% | Added |
| Invesco Ltd. | 25,007 | $168.3K | 0.00% | +25,007 | New |
| Clear Creek Financial Management, LLC | 26,453 | $178.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 37,700 | $253.7K | 0.02% | +4,350+13.0% | Added |
| Raymond James & Associates | 48,879 | $329.0K | 0.00% | +10,444+27.2% | Added |
| Shaker Financial Services, LLC | 48,982 | $329.6K | 0.14% | −28,342−36.7% | Reduced |
| UBS Group AG | 102,765 | $691.6K | 0.00% | +1,375+1.4% | Added |
| Integrated Wealth Concepts LLC | 117,378 | $790.0K | 0.01% | −2,955−2.5% | Reduced |
| Uncommon Cents Investing LLC | 146,211 | $984.0K | 0.35% | +1,820+1.3% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.24M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 186,597 | $1.26M | 0.00% | +479+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 188,693 | $1.27M | 0.08% | +47,093+33.3% | Added |
| Wells Fargo & Company | 197,245 | $1.33M | 0.00% | −107,010−35.2% | Reduced |
| LPL Financial LLC | 218,705 | $1.47M | 0.00% | +83,317+61.5% | Added |
| Janney Montgomery Scott LLC | 232,716 | $1.57M | 0.01% | +11,254+5.1% | Added |
| Stifel Financial Corp | 242,683 | $1.63M | 0.00% | −13,514−5.3% | Reduced |
| Koshinski Asset Management, Inc. | 337,411 | $2.27M | 0.24% | −198,495−37.0% | Reduced |
| Morgan Stanley | 344,129 | $2.32M | 0.00% | +5,656+1.7% | Added |
| Moloney Securities Asset Management, LLC | 437,422 | $2.94M | 0.52% | +14,825+3.5% | Added |
| 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 |