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, Q2 2024
Institutional positions in Franklin Universal Trust as of Jun 30, 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
- 41
- +6 vs. Q1 2024
- Shares held
- 4.55M
- +616.2K (+15.7%) vs. Q1 2024
- Total value
- $30.9M
- +$4.84M (+18.6%) vs. Q1 2024
- New holders
- 8
- 15 more added
- Sold out
- 2
- 11 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 653,758 | $4.45M | 0.64% | +26,843+4.3% | Added |
| LPL Financial LLC | 637,471 | $4.34M | 0.00% | +48,995+8.3% | Added |
| Koshinski Asset Management, Inc. | 341,525 | $2.34M | 0.22% | −13,261−3.7% | Reduced |
| Morgan Stanley | 342,742 | $2.33M | 0.00% | +119,897+53.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 262,024 | $1.78M | 0.09% | +41,353+18.7% | Added |
| Stifel Financial Corp | 245,535 | $1.67M | 0.00% | −8,787−3.5% | Reduced |
| Westchester Capital Management, LLC | 184,920 | $1.26M | 0.05% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 168,431 | $1.15M | 0.36% | +3,757+2.3% | Added |
| Wells Fargo & Company | 163,774 | $1.12M | 0.00% | −10,523−6.0% | Reduced |
| Advisor Group Holdings, Inc. | 161,900 | $1.10M | 0.00% | −10,880−6.3% | Reduced |
| Commonwealth Equity Services, LLC | 151,663 | $1.03M | 0.00% | +131,558+654.4% | Added |
| Wolverine Asset Management LLC | 145,638 | $991.8K | 0.02% | +5,192+3.7% | Added |
| Sanctuary Advisors, LLC | 128,240 | $842.5K | 0.01% | +128,240 | New |
| Integrated Wealth Concepts LLC | 113,228 | $771.1K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 107,819 | $734.2K | 0.00% | +28,420+35.8% | Added |
| Janney Montgomery Scott LLC | 95,182 | $648.0K | 0.00% | −4,206−4.2% | Reduced |
| Landscape Capital Management, L.L.C. | 93,459 | $636.5K | 0.05% | +9,099+10.8% | Added |
| Cetera Investment Advisers | 91,087 | $620.3K | 0.00% | +3,108+3.5% | Added |
| Raymond James & Associates | 63,031 | $429.2K | 0.00% | +12,123+23.8% | Added |
| Ashton Thomas Securities, LLC | 57,550 | $394.2K | 0.10% | +57,550 | New |
| Shaker Financial Services, LLC | 38,813 | $264.3K | 0.11% | −5,308−12.0% | Reduced |
| Independent Financial Group, LLC | 38,377 | $261.3K | 0.01% | −3,456−8.3% | Reduced |
| Kestra Advisory Services, LLC | 29,682 | $202.1K | 0.00% | +29,682 | New |
| Clear Creek Financial Management, LLC | 26,453 | $180.1K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 27,450 | $179.0K | 0.00% | +27,450 | New |
| Royal Bank of Canada | 21,284 | $145.0K | 0.00% | −2,026−8.7% | Reduced |
| Invesco Ltd. | 19,796 | $134.8K | 0.00% | −5,191−20.8% | Reduced |
| SeaCrest Wealth Management, LLC | 19,661 | $133.9K | 0.02% | +348+1.8% | Added |
| Stratos Wealth Partners, LTD. | 19,300 | $131.4K | 0.00% | −200−1.0% | Reduced |
| Wedbush Securities Inc | 17,520 | $119.0K | 0.00% | −7,010−28.6% | Reduced |
| GWM Advisors LLC | 16,936 | $115.3K | 0.00% | +1,527+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,737 | $114.0K | 0.00% | +156+0.9% | Added |
| PFG Investments, LLC | 12,912 | $87.9K | 0.01% | +71+0.6% | Added |
| Creative Planning | 12,900 | $87.8K | 0.00% | +12,900 | New |
| Geneos Wealth Management Inc. | 10,444 | $71.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $21.8K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,413 | $16.4K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 775 | $5.28K | 0.00% | +775 | New |
| Bessemer Group Inc | 775 | $5.00K | 0.00% | +775 | New |
| McIlrath & Eck, LLC | 714 | $4.86K | 0.00% | +714 | New |
| Northwestern Mutual Wealth Management Co | 500 | $3.40K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |