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