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, Q4 2024
Institutional positions in Franklin Universal Trust as of Dec 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
- 47
- +3 vs. Q3 2024
- Shares held
- 4.74M
- +131.2K (+2.8%) vs. Q3 2024
- Total value
- $34.7M
- −$171.9K (−0.5%) vs. Q3 2024
- New holders
- 7
- 16 more added
- Sold out
- 4
- 16 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 673,296 | $4.92M | 0.66% | +12,380+1.9% | Added |
| LPL Financial LLC | 652,535 | $4.77M | 0.00% | +2,245+0.3% | Added |
| Morgan Stanley | 348,045 | $2.54M | 0.00% | +1,796+0.5% | Added |
| Koshinski Asset Management, Inc. | 342,280 | $2.50M | 0.21% | +396+0.1% | Added |
| Stifel Financial Corp | 273,464 | $2.00M | 0.00% | +16,882+6.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 261,755 | $1.91M | 0.09% | −64,071−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 189,212 | $1.38M | 0.00% | +7,341+4.0% | Added |
| Advisors Asset Management, Inc. | 177,358 | $1.30M | 0.02% | +177,358 | New |
| Uncommon Cents Investing LLC | 172,402 | $1.26M | 0.38% | +1,923+1.1% | Added |
| Commonwealth Equity Services, LLC | 163,545 | $1.20M | 0.00% | −2,989−1.8% | Reduced |
| Wells Fargo & Company | 146,945 | $1.07M | 0.00% | −15,898−9.8% | Reduced |
| Westchester Capital Management, LLC | 133,917 | $978.9K | 0.06% | −26,003−16.3% | Reduced |
| Integrated Wealth Concepts LLC | 126,722 | $926.3K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 118,249 | $892.8K | 0.01% | −7,250−5.8% | Reduced |
| UBS Group AG | 118,746 | $868.0K | 0.00% | +11,614+10.8% | Added |
| Janney Montgomery Scott LLC | 118,611 | $867.0K | 0.00% | +21,488+22.1% | Added |
| Raymond James Financial Inc | 84,011 | $614.1K | 0.00% | +84,011 | New |
| Cetera Investment Advisers | 79,609 | $581.9K | 0.00% | −4,177−5.0% | Reduced |
| Landscape Capital Management, L.L.C. | 57,572 | $420.9K | 0.04% | −24,696−30.0% | Reduced |
| Ashton Thomas Securities, LLC | 56,050 | $409.7K | 0.11% | −1,500−2.6% | Reduced |
| Pathstone Holdings, LLC | 54,628 | $399.3K | 0.00% | +22,433+69.7% | Added |
| Shaker Financial Services, LLC | 51,188 | $374.2K | 0.14% | +11,042+27.5% | Added |
| Independent Financial Group, LLC | 36,591 | $267.5K | 0.01% | −2,848−7.2% | Reduced |
| Noble Wealth Management PBC | 29,000 | $212.0K | 0.15% | +29,000 | New |
| Clear Creek Financial Management, LLC | 26,453 | $193.4K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,144 | $183.8K | 0.00% | −3,660−12.7% | Reduced |
| Manske Wealth Management | 21,717 | $158.8K | 0.06% | +21,717 | New |
| SeaCrest Wealth Management, LLC | 20,313 | $148.5K | 0.02% | +325+1.6% | Added |
| Kestra Advisory Services, LLC | 20,078 | $146.8K | 0.00% | −10,107−33.5% | Reduced |
| Stratos Wealth Partners, LTD. | 19,300 | $141.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,720 | $137.0K | 0.00% | −76−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,973 | $131.0K | 0.00% | +815+4.7% | Added |
| GWM Advisors LLC | 16,286 | $119.1K | 0.00% | −475−2.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 14,910 | $113.3K | 0.03% | +14,910 | New |
| Susquehanna International Group, LLP | 15,232 | $111.3K | 0.00% | −3,433−18.4% | Reduced |
| PFG Investments, LLC | 11,467 | $83.8K | 0.01% | −791−6.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11,210 | $81.9K | 0.02% | +1,632+17.0% | Added |
| Wedbush Securities Inc | 10,800 | $79.0K | 0.00% | −6,720−38.4% | Reduced |
| Geneos Wealth Management Inc. | 10,444 | $76.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $23.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,413 | $17.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,640 | $12.0K | 0.00% | +1,640 | New |
| CoreCap Advisors, LLC | 1,576 | $11.5K | 0.00% | +1,576 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,019 | $7.45K | 0.00% | +340+50.1% | Added |
| Bessemer Group Inc | 860 | $6.00K | 0.00% | +12+1.4% | Added |
| McIlrath & Eck, LLC | 714 | $5.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $3.65K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −100,329−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −12,916−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −12,115−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,604−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |