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