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.
Q3 2025 vs. Q2 2025
How the institutions holding Franklin Universal Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 48 | 50 | +2 |
| Shares | 4.49M | 4.95M | +459.4K (+10.2%) |
| Value | $34.2M | $39.8M | +$5.58M (+16.3%) |
New holders (8)
Institutions that held Franklin Universal Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Janney Montgomery Scott LLC | 232,193 | $1.87M | 0.00% |
| Envestnet Asset Management Inc | 42,616 | $342.6K | 0.00% |
| Mount Yale Investment Advisors, LLC | 24,463 | $196.7K | 0.01% |
| Invesco Ltd. | 22,315 | $179.4K | 0.00% |
| Ameriprise Financial Inc | 16,546 | $133.0K | 0.00% |
| PMG Family Office LLC | 11,552 | $92.9K | 0.10% |
| Root Financial Partners, LLC | 1,841 | $14.8K | 0.00% |
| Mather Group, LLC. | 1,534 | $12.3K | 0.00% |
Sold out (6)
Institutions that held Franklin Universal Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 32,547 | $248.0K |
| GWM Advisors LLC | 13,338 | $101.6K |
| Susquehanna International Group, LLP | 10,876 | $82.9K |
| Wolverine Asset Management LLC | 4,584 | $34.9K |
| Bank of America Corp | 2,800 | $21.3K |
| AdvisorNet Financial, Inc | 664 | $5.06K |