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, Q3 2025
Institutional positions in Franklin Universal Trust as of Sep 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
- 50
- +2 vs. Q2 2025
- Shares held
- 4.95M
- +459.4K (+10.2%) vs. Q2 2025
- Total value
- $39.8M
- +$5.58M (+16.3%) vs. Q2 2025
- New holders
- 8
- 14 more added
- Sold out
- 6
- 19 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 691,160 | $5.56M | 0.66% | +7,995+1.2% | Added |
| LPL Financial LLC | 684,190 | $5.50M | 0.00% | −1,208−0.2% | Reduced |
| Advisors Asset Management, Inc. | 431,311 | $3.47M | 0.06% | +219,641+103.8% | Added |
| Stifel Financial Corp | 380,742 | $3.06M | 0.00% | −962−0.3% | Reduced |
| Morgan Stanley | 367,740 | $2.96M | 0.00% | −5,584−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 330,329 | $2.66M | 0.18% | −11,707−3.4% | Reduced |
| Janney Montgomery Scott LLC | 232,193 | $1.87M | 0.00% | +232,193 | New |
| Hennion & Walsh Asset Management, Inc. | 211,183 | $1.70M | 0.06% | −2,189−1.0% | Reduced |
| Uncommon Cents Investing LLC | 182,662 | $1.47M | 0.37% | +1,647+0.9% | Added |
| Commonwealth Equity Services, LLC | 169,031 | $1.36M | 0.00% | +5,210+3.2% | Added |
| Integrated Wealth Concepts LLC | 124,857 | $1.00M | 0.01% | −1,765−1.4% | Reduced |
| UBS Group AG | 115,229 | $926.4K | 0.00% | −36,901−24.3% | Reduced |
| Wells Fargo & Company | 106,482 | $856.1K | 0.00% | −1,056−1.0% | Reduced |
| Westchester Capital Management, LLC | 102,032 | $820.3K | 0.04% | −16,398−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 102,074 | $818.1K | 0.00% | −8,217−7.5% | Reduced |
| Cetera Investment Advisers | 98,039 | $788.2K | 0.00% | +23,855+32.2% | Added |
| Pathstone Holdings, LLC | 63,255 | $508.6K | 0.00% | −2,082−3.2% | Reduced |
| Raymond James Financial Inc | 53,901 | $433.4K | 0.00% | −9,879−15.5% | Reduced |
| Harbour Investments, Inc. | 44,746 | $359.8K | 0.01% | +43,106+2,628.4% | Added |
| Envestnet Asset Management Inc | 42,616 | $342.6K | 0.00% | +42,616 | New |
| Clear Creek Financial Management, LLC | 29,453 | $236.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 27,109 | $218.0K | 0.01% | +22,844+535.6% | Added |
| Kovitz Investment Group Partners, LLC | 24,463 | $196.7K | 0.00% | +2,375+10.8% | Added |
| Mount Yale Investment Advisors, LLC | 24,463 | $196.7K | 0.01% | +24,463 | New |
| Invesco Ltd. | 22,315 | $179.4K | 0.00% | +22,315 | New |
| Cambridge Investment Research Advisors, Inc. | 21,805 | $175.0K | 0.00% | +395+1.8% | Added |
| SeaCrest Wealth Management, LLC | 21,299 | $172.0K | 0.02% | +323+1.5% | Added |
| Manske Wealth Management | 18,932 | $152.2K | 0.05% | −1,186−5.9% | Reduced |
| Independent Financial Group, LLC | 18,617 | $149.7K | 0.00% | −709−3.7% | Reduced |
| Royal Bank of Canada | 18,225 | $147.0K | 0.00% | +305+1.7% | Added |
| HighTower Advisors, LLC | 17,171 | $138.1K | 0.00% | −1,090−6.0% | Reduced |
| Stratos Wealth Partners, LTD. | 16,700 | $134.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 16,546 | $133.0K | 0.00% | +16,546 | New |
| Shaker Financial Services, LLC | 15,756 | $126.7K | 0.04% | −55,127−77.8% | Reduced |
| Ashton Thomas Securities, LLC | 15,150 | $121.8K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 15,126 | $121.6K | 0.00% | −361−2.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 14,910 | $119.9K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,190 | $98.0K | 0.01% | +342+2.9% | Added |
| Oppenheimer & Co Inc | 11,795 | $94.8K | 0.00% | 00.0% | Unchanged |
| PMG Family Office LLC | 11,552 | $92.9K | 0.10% | +11,552 | New |
| Geneos Wealth Management Inc. | 10,340 | $83.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10,269 | $82.6K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,300 | $42.6K | 0.01% | −2,200−29.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,174 | $41.6K | 0.00% | +1,972+61.6% | Added |
| North Capital, Inc. | 2,414 | $19.4K | 0.02% | +10.0% | Added |
| Root Financial Partners, LLC | 1,841 | $14.8K | 0.00% | +1,841 | New |
| Mather Group, LLC. | 1,534 | $12.3K | 0.00% | +1,534 | New |
| McIlrath & Eck, LLC | 714 | $5.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $4.02K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 400 | $3.22K | 0.00% | −200−33.3% | Reduced |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −32,547−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −13,338−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −664−100.0% | Sold out |