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