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, Q4 2023
Institutional positions in Franklin Universal Trust as of Dec 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
- +1 vs. Q3 2023
- Shares held
- 4.01M
- +519.1K (+14.9%) vs. Q3 2023
- Total value
- $26.7M
- +$4.50M (+20.3%) vs. Q3 2023
- New holders
- 4
- 12 more added
- Sold out
- 3
- 11 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 564,439 | $3.75M | 0.60% | +68,344+13.8% | Added |
| Koshinski Asset Management, Inc. | 543,700 | $3.62M | 0.55% | +176,355+48.0% | Added |
| LPL Financial LLC | 509,805 | $3.39M | 0.00% | +163,118+47.1% | Added |
| Morgan Stanley | 341,945 | $2.27M | 0.00% | −1,819−0.5% | Reduced |
| Stifel Financial Corp | 261,963 | $1.74M | 0.00% | +29,562+12.7% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.23M | 0.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 183,263 | $1.22M | 0.07% | +34,302+23.0% | Added |
| Advisor Group Holdings, Inc. | 179,126 | $1.19M | 0.00% | −17,711−9.0% | Reduced |
| Wells Fargo & Company | 175,225 | $1.17M | 0.00% | −6,671−3.7% | Reduced |
| Uncommon Cents Investing LLC | 160,850 | $1.07M | 0.35% | +6,510+4.2% | Added |
| Janney Montgomery Scott LLC | 143,273 | $953.0K | 0.00% | −100,452−41.2% | Reduced |
| Integrated Wealth Concepts LLC | 114,042 | $758.4K | 0.01% | −2,763−2.4% | Reduced |
| UBS Group AG | 98,324 | $653.9K | 0.00% | −9,177−8.5% | Reduced |
| Cetera Investment Advisers | 75,249 | $500.4K | 0.00% | +75,249 | New |
| Wolverine Asset Management LLC | 70,829 | $471.0K | 0.01% | +69,166+4,159.1% | Added |
| Raymond James & Associates | 50,269 | $334.3K | 0.00% | −1,825−3.5% | Reduced |
| Landscape Capital Management, L.L.C. | 44,412 | $295.3K | 0.03% | +44,412 | New |
| Independent Financial Group, LLC | 41,787 | $277.9K | 0.01% | +45+0.1% | Added |
| Clear Creek Financial Management, LLC | 26,453 | $175.9K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 24,998 | $166.2K | 0.00% | −291−1.2% | Reduced |
| Wedbush Securities Inc | 24,530 | $163.0K | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 23,422 | $155.8K | 0.06% | −17,490−42.8% | Reduced |
| Susquehanna International Group, LLP | 21,867 | $145.4K | 0.00% | +6,154+39.2% | Added |
| Royal Bank of Canada | 20,796 | $138.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,500 | $129.7K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 18,963 | $125.5K | 0.02% | +468+2.5% | Added |
| Comerica Bank | 18,200 | $121.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,422 | $109.0K | 0.00% | +158+1.0% | Added |
| Geneos Wealth Management Inc. | 11,444 | $76.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,300 | $72.9K | 0.00% | −2,600−18.7% | Reduced |
| Ameriprise Financial Inc | 10,259 | $68.2K | 0.00% | −20.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,174 | $61.0K | 0.00% | +8,674+1,734.8% | Added |
| The PNC Financial Services Group, Inc. | 3,202 | $21.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $18.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,413 | $16.1K | 0.01% | +2,413 | New |
| Prestige Wealth Management Group LLC | 650 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 230 | $1.53K | 0.00% | +230 | New |
| First Pacific Financial | 0 | $0 | 0.00% | −2,881−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −375−100.0% | Sold out |