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 |
|---|---|---|---|---|---|
| CWM, LLC | 300 | $2.00K | 0.00% | +300 | New |
| Northwestern Mutual Wealth Management Co | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 500 | $4.00K | 0.00% | +500 | New |
| McIlrath & Eck, LLC | 714 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,014 | $8.11K | 0.00% | +1,014 | New |
| Root Financial Partners, LLC | 1,776 | $14.2K | 0.00% | −65−3.5% | Reduced |
| Modus Advisors, LLC | 1,850 | $14.8K | 0.00% | +1,850 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $25.6K | 0.00% | −1,972−38.1% | Reduced |
| Noble Wealth Management PBC | 4,000 | $32.0K | 0.02% | +4,000 | New |
| 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 |
| Ashton Thomas Securities, LLC | 10,150 | $81.2K | 0.02% | −5,000−33.0% | Reduced |
| MB, Levis & Associates, LLC | 10,269 | $82.2K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,340 | $82.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,405 | $83.2K | 0.00% | +10,405 | New |
| Bridgewealth Advisory Group, LLC | 11,173 | $89.4K | 0.02% | −3,737−25.1% | Reduced |
| PMG Family Office LLC | 11,552 | $92.4K | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,795 | $94.4K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,362 | $98.9K | 0.00% | +172+1.4% | Added |
| Susquehanna International Group, LLP | 13,920 | $111.4K | 0.00% | +13,920 | New |
| Goldman Sachs Group Inc | 15,129 | $121.0K | 0.00% | +30.0% | Added |
| Shaker Financial Services, LLC | 15,756 | $126.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 16,700 | $133.6K | 0.00% | 00.0% | Unchanged |
| Manske Wealth Management | 17,932 | $143.5K | 0.04% | −1,000−5.3% | Reduced |
| Royal Bank of Canada | 18,254 | $146.0K | 0.00% | +29+0.2% | Added |
| Independent Financial Group, LLC | 18,571 | $148.6K | 0.00% | −46−0.2% | Reduced |
| Ameriprise Financial Inc | 19,346 | $154.8K | 0.00% | +2,800+16.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,313 | $155.0K | 0.00% | −2,492−11.4% | Reduced |
| Thoroughbred Financial Services, LLC | 22,029 | $176.0K | 0.01% | +22,029 | New |
| Angeles Wealth Management, LLC | 22,088 | $176.7K | 0.01% | +22,088 | New |
| Invesco Ltd. | 24,001 | $192.0K | 0.00% | +1,686+7.6% | Added |
| CoreCap Advisors, LLC | 24,242 | $193.9K | 0.01% | −2,867−10.6% | Reduced |
| Clear Creek Financial Management, LLC | 29,455 | $235.6K | 0.02% | +20.0% | Added |
| Colony Group, LLC | 33,689 | $269.5K | 0.00% | +33,689 | New |
| Envestnet Asset Management Inc | 49,557 | $396.5K | 0.00% | +6,941+16.3% | Added |
| Raymond James Financial Inc | 50,866 | $406.9K | 0.00% | −3,035−5.6% | Reduced |
| Harbour Investments, Inc. | 51,496 | $412.0K | 0.01% | +6,750+15.1% | Added |
| Pathstone Holdings, LLC | 79,153 | $633.2K | 0.00% | +15,898+25.1% | Added |
| Advisor Group Holdings, Inc. | 94,066 | $752.6K | 0.00% | −8,008−7.8% | Reduced |
| Westchester Capital Management, LLC | 102,032 | $816.3K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 108,336 | $866.7K | 0.00% | +10,297+10.5% | Added |
| Wells Fargo & Company | 109,700 | $877.6K | 0.00% | +3,218+3.0% | Added |
| Evolve Private Wealth, LLC | 112,381 | $899.0K | 0.05% | +112,381 | New |
| UBS Group AG | 123,912 | $991.3K | 0.00% | +8,683+7.5% | Added |
| Integrated Wealth Concepts LLC | 124,627 | $997.0K | 0.01% | −230−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 128,340 | $1.03M | 0.04% | −82,843−39.2% | Reduced |
| Uncommon Cents Investing LLC | 185,420 | $1.48M | 0.36% | +2,758+1.5% | Added |
| Commonwealth Equity Services, LLC | 242,061 | $1.94M | 0.00% | +73,030+43.2% | Added |
| Janney Montgomery Scott LLC | 255,823 | $2.05M | 0.00% | +23,630+10.2% | Added |
| Koshinski Asset Management, Inc. | 326,444 | $2.61M | 0.17% | −3,885−1.2% | Reduced |
| Stifel Financial Corp | 359,550 | $2.88M | 0.00% | −21,192−5.6% | Reduced |
| Morgan Stanley | 369,413 | $2.96M | 0.00% | +1,673+0.5% | Added |
| LPL Financial LLC | 635,694 | $5.09M | 0.00% | −48,496−7.1% | Reduced |
| Advisors Asset Management, Inc. | 690,914 | $5.53M | 0.09% | +259,603+60.2% | Added |
| 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 |