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, Q3 2024
Institutional positions in Franklin Universal Trust as of Sep 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
- 46
- +5 vs. Q2 2024
- Shares held
- 4.68M
- +134.6K (+3.0%) vs. Q2 2024
- Total value
- $35.4M
- +$4.46M (+14.4%) vs. Q2 2024
- New holders
- 7
- 20 more added
- Sold out
- 2
- 10 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 660,916 | $5.00M | 0.67% | +7,158+1.1% | Added |
| LPL Financial LLC | 650,290 | $4.92M | 0.00% | +12,819+2.0% | Added |
| Morgan Stanley | 346,249 | $2.62M | 0.00% | +3,507+1.0% | Added |
| Koshinski Asset Management, Inc. | 341,884 | $2.58M | 0.22% | +359+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 325,826 | $2.46M | 0.12% | +63,802+24.3% | Added |
| Stifel Financial Corp | 256,582 | $1.94M | 0.00% | +11,047+4.5% | Added |
| Advisor Group Holdings, Inc. | 181,871 | $1.37M | 0.00% | +19,971+12.3% | Added |
| Uncommon Cents Investing LLC | 170,479 | $1.29M | 0.36% | +2,048+1.2% | Added |
| Commonwealth Equity Services, LLC | 166,534 | $1.26M | 0.00% | +14,871+9.8% | Added |
| Wells Fargo & Company | 162,843 | $1.23M | 0.00% | −931−0.6% | Reduced |
| Westchester Capital Management, LLC | 159,920 | $1.21M | 0.06% | −25,000−13.5% | Reduced |
| Sanctuary Advisors, LLC | 125,499 | $961.3K | 0.01% | −2,741−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 126,722 | $958.0K | 0.01% | +13,494+11.9% | Added |
| UBS Group AG | 107,132 | $809.9K | 0.00% | −687−0.6% | Reduced |
| Wolverine Asset Management LLC | 100,329 | $758.5K | 0.01% | −45,309−31.1% | Reduced |
| Janney Montgomery Scott LLC | 97,123 | $734.0K | 0.00% | +1,941+2.0% | Added |
| Cetera Investment Advisers | 83,786 | $633.4K | 0.00% | −7,301−8.0% | Reduced |
| Landscape Capital Management, L.L.C. | 82,268 | $621.9K | 0.06% | −11,191−12.0% | Reduced |
| Raymond James & Associates | 63,273 | $478.3K | 0.00% | +242+0.4% | Added |
| Ashton Thomas Securities, LLC | 57,550 | $435.1K | 0.08% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 40,146 | $303.5K | 0.11% | +1,333+3.4% | Added |
| Independent Financial Group, LLC | 39,439 | $298.2K | 0.01% | +1,062+2.8% | Added |
| Pathstone Holdings, LLC | 32,195 | $243.4K | 0.00% | +32,195 | New |
| Kestra Advisory Services, LLC | 30,185 | $228.2K | 0.00% | +503+1.7% | Added |
| HighTower Advisors, LLC | 28,804 | $218.0K | 0.00% | +1,354+4.9% | Added |
| Clear Creek Financial Management, LLC | 26,453 | $200.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,988 | $151.1K | 0.02% | +327+1.7% | Added |
| Stratos Wealth Partners, LTD. | 19,300 | $145.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,796 | $142.0K | 0.00% | −2,488−11.7% | Reduced |
| Susquehanna International Group, LLP | 18,665 | $141.1K | 0.00% | +18,665 | New |
| Wedbush Securities Inc | 17,520 | $132.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,158 | $130.0K | 0.00% | +421+2.5% | Added |
| GWM Advisors LLC | 16,761 | $126.7K | 0.00% | −175−1.0% | Reduced |
| Creative Planning | 12,916 | $97.6K | 0.00% | +16+0.1% | Added |
| PFG Investments, LLC | 12,258 | $92.7K | 0.01% | −654−5.1% | Reduced |
| Logan Stone Capital, LLC | 12,115 | $91.6K | 0.02% | +12,115 | New |
| Arete Wealth Advisors, LLC | 11,604 | $88.0K | 0.01% | +11,604 | New |
| Raymond James Trust N.A. | 10,484 | $79.3K | 0.00% | +10,484 | New |
| Geneos Wealth Management Inc. | 10,444 | $79.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9,578 | $72.4K | 0.01% | +9,578 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $24.2K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,413 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 848 | $6.00K | 0.00% | +73+9.4% | Added |
| McIlrath & Eck, LLC | 714 | $5.40K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 679 | $5.13K | 0.00% | +679 | New |
| Northwestern Mutual Wealth Management Co | 500 | $3.78K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −19,796−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −775−100.0% | Sold out |