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