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, Q1 2025
Institutional positions in Franklin Universal Trust as of Mar 31, 2025. 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
- 45
- −2 vs. Q4 2024
- Shares held
- 4.45M
- −286.8K (−6.1%) vs. Q4 2024
- Total value
- $33.5M
- −$1.15M (−3.3%) vs. Q4 2024
- New holders
- 7
- 10 more added
- Sold out
- 9
- 23 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 671,033 | $5.05M | 0.68% | −2,263−0.3% | Reduced |
| LPL Financial LLC | 626,230 | $4.72M | 0.00% | −26,305−4.0% | Reduced |
| Stifel Financial Corp | 397,805 | $3.00M | 0.00% | +124,341+45.5% | Added |
| Morgan Stanley | 349,961 | $2.64M | 0.00% | +1,916+0.6% | Added |
| Koshinski Asset Management, Inc. | 341,671 | $2.57M | 0.22% | −609−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 258,524 | $1.95M | 0.09% | −3,231−1.2% | Reduced |
| Advisors Asset Management, Inc. | 214,496 | $1.62M | 0.03% | +37,138+20.9% | Added |
| Uncommon Cents Investing LLC | 176,625 | $1.33M | 0.39% | +4,223+2.4% | Added |
| Commonwealth Equity Services, LLC | 163,457 | $1.23M | 0.00% | −88−0.1% | Reduced |
| Wells Fargo & Company | 148,859 | $1.12M | 0.00% | +1,914+1.3% | Added |
| UBS Group AG | 133,824 | $1.01M | 0.00% | +15,078+12.7% | Added |
| Integrated Wealth Concepts LLC | 126,622 | $953.5K | 0.01% | −100−0.1% | Reduced |
| Westchester Capital Management, LLC | 118,430 | $891.8K | 0.05% | −15,487−11.6% | Reduced |
| Advisor Group Holdings, Inc. | 112,674 | $848.5K | 0.00% | −76,538−40.5% | Reduced |
| Cetera Investment Advisers | 73,999 | $557.2K | 0.00% | −5,610−7.0% | Reduced |
| Raymond James Financial Inc | 62,325 | $469.3K | 0.00% | −21,686−25.8% | Reduced |
| Ashton Thomas Securities, LLC | 53,550 | $403.2K | 0.11% | −2,500−4.5% | Reduced |
| Pathstone Holdings, LLC | 52,037 | $389.8K | 0.00% | −2,591−4.7% | Reduced |
| Landscape Capital Management, L.L.C. | 44,300 | $333.6K | 0.03% | −13,272−23.1% | Reduced |
| Shaker Financial Services, LLC | 34,313 | $258.4K | 0.10% | −16,875−33.0% | Reduced |
| Clear Creek Financial Management, LLC | 26,453 | $199.2K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 21,479 | $161.7K | 0.00% | +21,479 | New |
| Independent Financial Group, LLC | 21,283 | $160.3K | 0.01% | −15,308−41.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,259 | $160.0K | 0.00% | +3,286+18.3% | Added |
| SeaCrest Wealth Management, LLC | 20,639 | $155.4K | 0.02% | +326+1.6% | Added |
| Manske Wealth Management | 20,618 | $155.3K | 0.06% | −1,099−5.1% | Reduced |
| HighTower Advisors, LLC | 18,233 | $137.3K | 0.00% | −6,911−27.5% | Reduced |
| Royal Bank of Canada | 17,920 | $135.0K | 0.00% | −800−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 16,700 | $125.8K | 0.00% | −2,600−13.5% | Reduced |
| Goldman Sachs Group Inc | 15,487 | $116.6K | 0.00% | +15,487 | New |
| GWM Advisors LLC | 14,012 | $105.5K | 0.00% | −2,274−14.0% | Reduced |
| PFG Investments, LLC | 11,658 | $87.8K | 0.01% | +191+1.7% | Added |
| Oppenheimer & Co Inc | 10,720 | $80.7K | 0.00% | +10,720 | New |
| MB, Levis & Associates, LLC | 10,269 | $77.3K | 0.04% | +10,269 | New |
| Susquehanna International Group, LLP | 10,012 | $75.4K | 0.00% | −5,220−34.3% | Reduced |
| Geneos Wealth Management Inc. | 9,540 | $71.8K | 0.00% | −904−8.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,310 | $55.0K | 0.01% | −3,900−34.8% | Reduced |
| CoreCap Advisors, LLC | 3,801 | $28.6K | 0.00% | +2,225+141.2% | Added |
| The PNC Financial Services Group, Inc. | 3,202 | $24.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,800 | $21.1K | 0.00% | +2,800 | New |
| North Capital, Inc. | 2,413 | $18.2K | 0.02% | +2,413 | New |
| Harbour Investments, Inc. | 1,640 | $12.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,534 | $11.6K | 0.00% | +1,534 | New |
| McIlrath & Eck, LLC | 714 | $5.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $3.77K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −118,249−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −118,611−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −20,078−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −14,910−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −860−100.0% | Sold out |