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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 500 | $3.65K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 714 | $5.22K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 860 | $6.00K | 0.00% | +12+1.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,019 | $7.45K | 0.00% | +340+50.1% | Added |
| CoreCap Advisors, LLC | 1,576 | $11.5K | 0.00% | +1,576 | New |
| Harbour Investments, Inc. | 1,640 | $12.0K | 0.00% | +1,640 | New |
| CGC Financial Services, LLC | 2,413 | $17.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $23.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,444 | $76.3K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,800 | $79.0K | 0.00% | −6,720−38.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11,210 | $81.9K | 0.02% | +1,632+17.0% | Added |
| PFG Investments, LLC | 11,467 | $83.8K | 0.01% | −791−6.5% | Reduced |
| Susquehanna International Group, LLP | 15,232 | $111.3K | 0.00% | −3,433−18.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 14,910 | $113.3K | 0.03% | +14,910 | New |
| GWM Advisors LLC | 16,286 | $119.1K | 0.00% | −475−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,973 | $131.0K | 0.00% | +815+4.7% | Added |
| Royal Bank of Canada | 18,720 | $137.0K | 0.00% | −76−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 19,300 | $141.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,078 | $146.8K | 0.00% | −10,107−33.5% | Reduced |
| SeaCrest Wealth Management, LLC | 20,313 | $148.5K | 0.02% | +325+1.6% | Added |
| Manske Wealth Management | 21,717 | $158.8K | 0.06% | +21,717 | New |
| HighTower Advisors, LLC | 25,144 | $183.8K | 0.00% | −3,660−12.7% | Reduced |
| Clear Creek Financial Management, LLC | 26,453 | $193.4K | 0.02% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 29,000 | $212.0K | 0.15% | +29,000 | New |
| Independent Financial Group, LLC | 36,591 | $267.5K | 0.01% | −2,848−7.2% | Reduced |
| Shaker Financial Services, LLC | 51,188 | $374.2K | 0.14% | +11,042+27.5% | Added |
| Pathstone Holdings, LLC | 54,628 | $399.3K | 0.00% | +22,433+69.7% | Added |
| Ashton Thomas Securities, LLC | 56,050 | $409.7K | 0.11% | −1,500−2.6% | Reduced |
| Landscape Capital Management, L.L.C. | 57,572 | $420.9K | 0.04% | −24,696−30.0% | Reduced |
| Cetera Investment Advisers | 79,609 | $581.9K | 0.00% | −4,177−5.0% | Reduced |
| Raymond James Financial Inc | 84,011 | $614.1K | 0.00% | +84,011 | New |
| Janney Montgomery Scott LLC | 118,611 | $867.0K | 0.00% | +21,488+22.1% | Added |
| UBS Group AG | 118,746 | $868.0K | 0.00% | +11,614+10.8% | Added |
| Sanctuary Advisors, LLC | 118,249 | $892.8K | 0.01% | −7,250−5.8% | Reduced |
| Integrated Wealth Concepts LLC | 126,722 | $926.3K | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 133,917 | $978.9K | 0.06% | −26,003−16.3% | Reduced |
| Wells Fargo & Company | 146,945 | $1.07M | 0.00% | −15,898−9.8% | Reduced |
| Commonwealth Equity Services, LLC | 163,545 | $1.20M | 0.00% | −2,989−1.8% | Reduced |
| Uncommon Cents Investing LLC | 172,402 | $1.26M | 0.38% | +1,923+1.1% | Added |
| Advisors Asset Management, Inc. | 177,358 | $1.30M | 0.02% | +177,358 | New |
| Advisor Group Holdings, Inc. | 189,212 | $1.38M | 0.00% | +7,341+4.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 261,755 | $1.91M | 0.09% | −64,071−19.7% | Reduced |
| Stifel Financial Corp | 273,464 | $2.00M | 0.00% | +16,882+6.6% | Added |
| Koshinski Asset Management, Inc. | 342,280 | $2.50M | 0.21% | +396+0.1% | Added |
| Morgan Stanley | 348,045 | $2.54M | 0.00% | +1,796+0.5% | Added |
| LPL Financial LLC | 652,535 | $4.77M | 0.00% | +2,245+0.3% | Added |
| Moloney Securities Asset Management, LLC | 673,296 | $4.92M | 0.66% | +12,380+1.9% | Added |
| 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 |