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