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, Q3 2023
Institutional positions in Franklin Universal Trust as of Sep 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
- 36
- +2 vs. Q2 2023
- Shares held
- 3.49M
- +204.7K (+6.2%) vs. Q2 2023
- Total value
- $22.2M
- +$51.9K (+0.2%) vs. Q2 2023
- New holders
- 5
- 12 more added
- Sold out
- 3
- 7 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 496,095 | $3.15M | 0.57% | +58,673+13.4% | Added |
| Koshinski Asset Management, Inc. | 367,345 | $2.33M | 0.27% | +29,934+8.9% | Added |
| LPL Financial LLC | 346,687 | $2.20M | 0.00% | +127,982+58.5% | Added |
| Morgan Stanley | 343,764 | $2.18M | 0.00% | −365−0.1% | Reduced |
| Janney Montgomery Scott LLC | 243,725 | $1.55M | 0.01% | +11,009+4.7% | Added |
| Stifel Financial Corp | 232,401 | $1.48M | 0.00% | −10,282−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 196,837 | $1.25M | 0.00% | +10,240+5.5% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.17M | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 181,896 | $1.16M | 0.00% | −15,349−7.8% | Reduced |
| Uncommon Cents Investing LLC | 154,340 | $980.1K | 0.36% | +8,129+5.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 148,961 | $945.9K | 0.06% | −39,732−21.1% | Reduced |
| Integrated Wealth Concepts LLC | 116,805 | $741.7K | 0.01% | −573−0.5% | Reduced |
| UBS Group AG | 107,501 | $682.6K | 0.00% | +4,736+4.6% | Added |
| Raymond James & Associates | 52,094 | $330.8K | 0.00% | +3,215+6.6% | Added |
| Independent Financial Group, LLC | 41,742 | $265.1K | 0.02% | +4,042+10.7% | Added |
| Shaker Financial Services, LLC | 40,912 | $259.8K | 0.12% | −8,070−16.5% | Reduced |
| Clear Creek Financial Management, LLC | 26,453 | $168.0K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 25,289 | $160.6K | 0.00% | +282+1.1% | Added |
| Wedbush Securities Inc | 24,530 | $156.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,796 | $132.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,500 | $123.8K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 18,495 | $117.4K | 0.02% | +322+1.8% | Added |
| Comerica Bank | 18,200 | $115.6K | 0.00% | +18,200 | New |
| Cambridge Investment Research Advisors, Inc. | 16,264 | $103.0K | 0.00% | +147+0.9% | Added |
| Susquehanna International Group, LLP | 15,713 | $99.8K | 0.00% | +15,713 | New |
| GWM Advisors LLC | 13,900 | $88.3K | 0.00% | −7,000−33.5% | Reduced |
| Geneos Wealth Management Inc. | 11,444 | $72.7K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,261 | $65.2K | 0.00% | +10,261 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $20.3K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 2,881 | $18.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $17.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,000 | $12.7K | 0.00% | +2,000 | New |
| Wolverine Asset Management LLC | 1,663 | $10.6K | 0.00% | +1,663 | New |
| Prestige Wealth Management Group LLC | 650 | $4.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $3.17K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 375 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,367−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,133−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |