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, Q4 2025
Institutional positions in Franklin Universal Trust as of Dec 31, 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
- 54
- +5 vs. Q3 2025
- Shares held
- 4.62M
- +367.3K (+8.6%) vs. Q3 2025
- Total value
- $37.0M
- +$2.77M (+8.1%) vs. Q3 2025
- New holders
- 12
- 17 more added
- Sold out
- 7
- 16 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 690,914 | $5.53M | 0.09% | +259,603+60.2% | Added |
| LPL Financial LLC | 635,694 | $5.09M | 0.00% | −48,496−7.1% | Reduced |
| Morgan Stanley | 369,413 | $2.96M | 0.00% | +1,673+0.5% | Added |
| Stifel Financial Corp | 359,550 | $2.88M | 0.00% | −21,192−5.6% | Reduced |
| Koshinski Asset Management, Inc. | 326,444 | $2.61M | 0.17% | −3,885−1.2% | Reduced |
| Janney Montgomery Scott LLC | 255,823 | $2.05M | 0.00% | +23,630+10.2% | Added |
| Commonwealth Equity Services, LLC | 242,061 | $1.94M | 0.00% | +73,030+43.2% | Added |
| Uncommon Cents Investing LLC | 185,420 | $1.48M | 0.36% | +2,758+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 128,340 | $1.03M | 0.04% | −82,843−39.2% | Reduced |
| Integrated Wealth Concepts LLC | 124,627 | $997.0K | 0.01% | −230−0.2% | Reduced |
| UBS Group AG | 123,912 | $991.3K | 0.00% | +8,683+7.5% | Added |
| Evolve Private Wealth, LLC | 112,381 | $899.0K | 0.05% | +112,381 | New |
| Wells Fargo & Company | 109,700 | $877.6K | 0.00% | +3,218+3.0% | Added |
| Cetera Investment Advisers | 108,336 | $866.7K | 0.00% | +10,297+10.5% | Added |
| Westchester Capital Management, LLC | 102,032 | $816.3K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 94,066 | $752.6K | 0.00% | −8,008−7.8% | Reduced |
| Pathstone Holdings, LLC | 79,153 | $633.2K | 0.00% | +15,898+25.1% | Added |
| Harbour Investments, Inc. | 51,496 | $412.0K | 0.01% | +6,750+15.1% | Added |
| Raymond James Financial Inc | 50,866 | $406.9K | 0.00% | −3,035−5.6% | Reduced |
| Envestnet Asset Management Inc | 49,557 | $396.5K | 0.00% | +6,941+16.3% | Added |
| Colony Group, LLC | 33,689 | $269.5K | 0.00% | +33,689 | New |
| Clear Creek Financial Management, LLC | 29,455 | $235.6K | 0.02% | +20.0% | Added |
| CoreCap Advisors, LLC | 24,242 | $193.9K | 0.01% | −2,867−10.6% | Reduced |
| Invesco Ltd. | 24,001 | $192.0K | 0.00% | +1,686+7.6% | Added |
| Angeles Wealth Management, LLC | 22,088 | $176.7K | 0.01% | +22,088 | New |
| Thoroughbred Financial Services, LLC | 22,029 | $176.0K | 0.01% | +22,029 | New |
| Cambridge Investment Research Advisors, Inc. | 19,313 | $155.0K | 0.00% | −2,492−11.4% | Reduced |
| Ameriprise Financial Inc | 19,346 | $154.8K | 0.00% | +2,800+16.9% | Added |
| Independent Financial Group, LLC | 18,571 | $148.6K | 0.00% | −46−0.2% | Reduced |
| Royal Bank of Canada | 18,254 | $146.0K | 0.00% | +29+0.2% | Added |
| Manske Wealth Management | 17,932 | $143.5K | 0.04% | −1,000−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 16,700 | $133.6K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 15,756 | $126.0K | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 15,129 | $121.0K | 0.00% | +30.0% | Added |
| Susquehanna International Group, LLP | 13,920 | $111.4K | 0.00% | +13,920 | New |
| PFG Investments, LLC | 12,362 | $98.9K | 0.00% | +172+1.4% | Added |
| Oppenheimer & Co Inc | 11,795 | $94.4K | 0.00% | 00.0% | Unchanged |
| PMG Family Office LLC | 11,552 | $92.4K | 0.11% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 11,173 | $89.4K | 0.02% | −3,737−25.1% | Reduced |
| Citadel Advisors LLC | 10,405 | $83.2K | 0.00% | +10,405 | New |
| Geneos Wealth Management Inc. | 10,340 | $82.7K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10,269 | $82.2K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 10,150 | $81.2K | 0.02% | −5,000−33.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,940 | $39.5K | 0.01% | −360−6.8% | Reduced |
| Spire Wealth Management | 4,940 | $39.5K | 0.00% | +4,940 | New |
| Noble Wealth Management PBC | 4,000 | $32.0K | 0.02% | +4,000 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $25.6K | 0.00% | −1,972−38.1% | Reduced |
| Modus Advisors, LLC | 1,850 | $14.8K | 0.00% | +1,850 | New |
| Root Financial Partners, LLC | 1,776 | $14.2K | 0.00% | −65−3.5% | Reduced |
| Bank of America Corp | 1,014 | $8.11K | 0.00% | +1,014 | New |
| McIlrath & Eck, LLC | 714 | $5.71K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 500 | $4.00K | 0.00% | +500 | New |
| CWM, LLC | 300 | $2.00K | 0.00% | +300 | New |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −24,463−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −24,463−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −21,299−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −17,171−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |