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, Q2 2025
Institutional positions in Franklin Universal Trust as of Jun 30, 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
- 48
- +3 vs. Q1 2025
- Shares held
- 4.49M
- +35.5K (+0.8%) vs. Q1 2025
- Total value
- $34.2M
- +$672.7K (+2.0%) vs. Q1 2025
- New holders
- 4
- 22 more added
- Sold out
- 1
- 10 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 685,398 | $5.22M | 0.00% | +59,168+9.4% | Added |
| Moloney Securities Asset Management, LLC | 683,165 | $5.21M | 0.64% | +12,132+1.8% | Added |
| Stifel Financial Corp | 381,704 | $2.91M | 0.00% | −16,101−4.0% | Reduced |
| Morgan Stanley | 373,324 | $2.84M | 0.00% | +23,363+6.7% | Added |
| Koshinski Asset Management, Inc. | 342,036 | $2.61M | 0.20% | +365+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 213,372 | $1.63M | 0.07% | −45,152−17.5% | Reduced |
| Advisors Asset Management, Inc. | 211,670 | $1.61M | 0.03% | −2,826−1.3% | Reduced |
| Uncommon Cents Investing LLC | 181,015 | $1.38M | 0.37% | +4,390+2.5% | Added |
| Commonwealth Equity Services, LLC | 163,821 | $1.25M | 0.00% | +364+0.2% | Added |
| UBS Group AG | 152,130 | $1.16M | 0.00% | +18,306+13.7% | Added |
| Integrated Wealth Concepts LLC | 126,622 | $964.9K | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 118,430 | $902.4K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 110,291 | $840.4K | 0.00% | −2,383−2.1% | Reduced |
| Wells Fargo & Company | 107,538 | $819.4K | 0.00% | −41,321−27.8% | Reduced |
| Cetera Investment Advisers | 74,184 | $565.3K | 0.00% | +185+0.3% | Added |
| Shaker Financial Services, LLC | 70,883 | $540.1K | 0.20% | +36,570+106.6% | Added |
| Pathstone Holdings, LLC | 65,337 | $497.9K | 0.00% | +13,300+25.6% | Added |
| Raymond James Financial Inc | 63,780 | $486.0K | 0.00% | +1,455+2.3% | Added |
| Landscape Capital Management, L.L.C. | 32,547 | $248.0K | 0.02% | −11,753−26.5% | Reduced |
| Clear Creek Financial Management, LLC | 29,453 | $224.4K | 0.02% | +3,000+11.3% | Added |
| Kovitz Investment Group Partners, LLC | 22,088 | $168.3K | 0.00% | +609+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,410 | $163.0K | 0.00% | +151+0.7% | Added |
| SeaCrest Wealth Management, LLC | 20,976 | $159.8K | 0.02% | +337+1.6% | Added |
| Manske Wealth Management | 20,118 | $153.3K | 0.05% | −500−2.4% | Reduced |
| Independent Financial Group, LLC | 19,326 | $147.3K | 0.00% | −1,957−9.2% | Reduced |
| HighTower Advisors, LLC | 18,261 | $139.1K | 0.00% | +28+0.2% | Added |
| Royal Bank of Canada | 17,920 | $137.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 16,700 | $127.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 15,487 | $118.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 15,150 | $115.4K | 0.03% | −38,400−71.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 14,910 | $113.6K | 0.03% | +14,910 | New |
| GWM Advisors LLC | 13,338 | $101.6K | 0.00% | −674−4.8% | Reduced |
| PFG Investments, LLC | 11,848 | $90.3K | 0.01% | +190+1.6% | Added |
| Oppenheimer & Co Inc | 11,795 | $89.9K | 0.00% | +1,075+10.0% | Added |
| Susquehanna International Group, LLP | 10,876 | $82.9K | 0.00% | +864+8.6% | Added |
| Geneos Wealth Management Inc. | 10,340 | $78.8K | 0.00% | +800+8.4% | Added |
| MB, Levis & Associates, LLC | 10,269 | $78.3K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,500 | $57.1K | 0.01% | +190+2.6% | Added |
| Wolverine Asset Management LLC | 4,584 | $34.9K | 0.00% | +4,584 | New |
| CoreCap Advisors, LLC | 4,265 | $32.5K | 0.00% | +464+12.2% | Added |
| The PNC Financial Services Group, Inc. | 3,202 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,800 | $21.3K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 2,413 | $18.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,640 | $12.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 714 | $5.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 664 | $5.06K | 0.00% | +664 | New |
| Ameritas Advisory Services, LLC | 600 | $4.57K | 0.00% | +600 | New |
| Northwestern Mutual Wealth Management Co | 500 | $3.81K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |