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