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, Q1 2024
Institutional positions in Franklin Universal Trust as of Mar 31, 2024. 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
- 35
- −2 vs. Q4 2023
- Shares held
- 3.93M
- −80.7K (−2.0%) vs. Q4 2023
- Total value
- $26.1M
- −$571.7K (−2.1%) vs. Q4 2023
- New holders
- 2
- 14 more added
- Sold out
- 4
- 11 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 500 | $3.32K | 0.00% | −8,674−94.5% | Reduced |
| Prestige Wealth Management Group LLC | 650 | $4.32K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,413 | $16.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 10,444 | $69.3K | 0.00% | −1,000−8.7% | Reduced |
| PFG Investments, LLC | 12,841 | $85.3K | 0.01% | +12,841 | New |
| GWM Advisors LLC | 15,409 | $102.3K | 0.00% | +4,109+36.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,581 | $110.0K | 0.00% | +159+1.0% | Added |
| SeaCrest Wealth Management, LLC | 19,313 | $128.2K | 0.02% | +350+1.8% | Added |
| Stratos Wealth Partners, LTD. | 19,500 | $129.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,105 | $134.0K | 0.00% | +20,105 | New |
| Royal Bank of Canada | 23,310 | $155.0K | 0.00% | +2,514+12.1% | Added |
| Wedbush Securities Inc | 24,530 | $163.0K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 24,987 | $165.9K | 0.00% | −110.0% | Reduced |
| Clear Creek Financial Management, LLC | 26,453 | $175.6K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 41,833 | $277.8K | 0.01% | +46+0.1% | Added |
| Shaker Financial Services, LLC | 44,121 | $293.0K | 0.11% | +20,699+88.4% | Added |
| Raymond James & Associates | 50,908 | $338.0K | 0.00% | +639+1.3% | Added |
| UBS Group AG | 79,399 | $527.2K | 0.00% | −18,925−19.2% | Reduced |
| Landscape Capital Management, L.L.C. | 84,360 | $560.1K | 0.05% | +39,948+89.9% | Added |
| Cetera Investment Advisers | 87,979 | $584.2K | 0.00% | +12,730+16.9% | Added |
| Janney Montgomery Scott LLC | 99,388 | $660.0K | 0.00% | −43,885−30.6% | Reduced |
| Integrated Wealth Concepts LLC | 113,228 | $751.8K | 0.01% | −814−0.7% | Reduced |
| Wolverine Asset Management LLC | 140,446 | $932.6K | 0.02% | +69,617+98.3% | Added |
| Uncommon Cents Investing LLC | 164,674 | $1.09M | 0.33% | +3,824+2.4% | Added |
| Advisor Group Holdings, Inc. | 172,780 | $1.15M | 0.00% | −6,346−3.5% | Reduced |
| Wells Fargo & Company | 174,297 | $1.16M | 0.00% | −928−0.5% | Reduced |
| Westchester Capital Management, LLC | 184,920 | $1.23M | 0.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 220,671 | $1.47M | 0.08% | +37,408+20.4% | Added |
| Morgan Stanley | 222,845 | $1.48M | 0.00% | −119,100−34.8% | Reduced |
| Stifel Financial Corp | 254,322 | $1.69M | 0.00% | −7,641−2.9% | Reduced |
| Koshinski Asset Management, Inc. | 354,786 | $2.36M | 0.24% | −188,914−34.7% | Reduced |
| LPL Financial LLC | 588,476 | $3.91M | 0.00% | +78,671+15.4% | Added |
| Moloney Securities Asset Management, LLC | 626,915 | $4.16M | 0.63% | +62,476+11.1% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,867−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −10,259−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −230−100.0% | Sold out |