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.
Q4 2025 vs. Q3 2025
How the institutions holding Franklin Universal Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 50 | 1 | 54 | +5 |
| Shares | 4.95M | 691.2K | 4.62M | +367.3K (+8.6%) |
| Value | $39.8M | $5.56M | $37.0M | +$2.77M (+8.1%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Franklin Universal Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Evolve Private Wealth, LLC | 112,381 | $899.0K | 0.05% |
| Colony Group, LLC | 33,689 | $269.5K | 0.00% |
| Angeles Wealth Management, LLC | 22,088 | $176.7K | 0.01% |
| Thoroughbred Financial Services, LLC | 22,029 | $176.0K | 0.01% |
| Susquehanna International Group, LLP | 13,920 | $111.4K | 0.00% |
| Citadel Advisors LLC | 10,405 | $83.2K | 0.00% |
| Spire Wealth Management | 4,940 | $39.5K | 0.00% |
| Noble Wealth Management PBC | 4,000 | $32.0K | 0.02% |
| Modus Advisors, LLC | 1,850 | $14.8K | 0.00% |
| Bank of America Corp | 1,014 | $8.11K | 0.00% |
| Sofos Investments, Inc. | 500 | $4.00K | 0.00% |
| CWM, LLC | 300 | $2.00K | 0.00% |
Sold out (7)
Institutions that held Franklin Universal Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Kovitz Investment Group Partners, LLC | 24,463 | $196.7K |
| Mount Yale Investment Advisors, LLC | 24,463 | $196.7K |
| SeaCrest Wealth Management, LLC | 21,299 | $172.0K |
| HighTower Advisors, LLC | 17,171 | $138.1K |
| North Capital, Inc. | 2,414 | $19.4K |
| Mather Group, LLC. | 1,534 | $12.3K |
| Ameritas Advisory Services, LLC | 400 | $3.22K |
Not filed for Q4 2025 yet (1)
Institutions that held Franklin Universal Trust at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Moloney Securities Asset Management, LLC | 691,160 | $5.56M |