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, Q1 2026
Institutional positions in Franklin Universal Trust as of Mar 31, 2026. 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
- 0 vs. Q4 2025
- Shares held
- 4.55M
- −70.6K (−1.5%) vs. Q4 2025
- Total value
- $36.5M
- −$520.5K (−1.4%) vs. Q4 2025
- New holders
- 7
- 15 more added
- Sold out
- 7
- 14 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 721,942 | $5.78M | 0.10% | +31,028+4.5% | Added |
| LPL Financial LLC | 584,359 | $4.68M | 0.00% | −51,335−8.1% | Reduced |
| Morgan Stanley | 395,060 | $3.16M | 0.00% | +25,647+6.9% | Added |
| Stifel Financial Corp | 383,120 | $3.07M | 0.00% | +23,570+6.6% | Added |
| Koshinski Asset Management, Inc. | 325,347 | $2.61M | 0.16% | −1,097−0.3% | Reduced |
| Janney Montgomery Scott LLC | 256,183 | $2.05M | 0.01% | +360+0.1% | Added |
| Commonwealth Equity Services, LLC | 244,198 | $1.96M | 0.00% | +2,137+0.9% | Added |
| Uncommon Cents Investing LLC | 188,218 | $1.51M | 0.35% | +2,798+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 123,970 | $993.0K | 0.03% | −4,370−3.4% | Reduced |
| UBS Group AG | 121,324 | $971.8K | 0.00% | −2,588−2.1% | Reduced |
| Evolve Private Wealth, LLC | 111,438 | $892.6K | 0.05% | −943−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 108,105 | $865.9K | 0.01% | −16,522−13.3% | Reduced |
| Wells Fargo & Company | 107,706 | $862.7K | 0.00% | −1,994−1.8% | Reduced |
| Westchester Capital Management, LLC | 102,032 | $817.3K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 98,496 | $789.0K | 0.00% | +4,430+4.7% | Added |
| Cetera Investment Advisers | 72,311 | $579.2K | 0.00% | −36,025−33.3% | Reduced |
| Harbour Investments, Inc. | 51,496 | $412.5K | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 47,934 | $384.0K | 0.13% | +32,178+204.2% | Added |
| Raymond James Financial Inc | 47,843 | $383.2K | 0.00% | −3,023−5.9% | Reduced |
| Colony Group, LLC | 37,040 | $296.7K | 0.00% | +3,351+9.9% | Added |
| Clear Creek Financial Management, LLC | 29,455 | $235.9K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,457 | $203.9K | 0.00% | +15,052+144.7% | Added |
| Invesco Ltd. | 24,074 | $192.8K | 0.00% | +73+0.3% | Added |
| CoreCap Advisors, LLC | 22,414 | $179.5K | 0.01% | −1,828−7.5% | Reduced |
| Angeles Wealth Management, LLC | 22,088 | $176.9K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 22,029 | $176.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,095 | $161.0K | 0.00% | +749+3.9% | Added |
| Goldman Sachs Group Inc | 20,061 | $160.7K | 0.00% | +4,932+32.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,815 | $159.0K | 0.00% | +502+2.6% | Added |
| Royal Bank of Canada | 18,134 | $145.0K | 0.00% | −120−0.7% | Reduced |
| Manske Wealth Management | 17,932 | $143.6K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 17,402 | $139.4K | 0.00% | +17,402 | New |
| Stratos Wealth Partners, LTD. | 16,700 | $133.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,631 | $133.2K | 0.00% | +2,711+19.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,143 | $113.3K | 0.00% | +14,143 | New |
| Independent Financial Group, LLC | 13,362 | $107.0K | 0.00% | −5,209−28.0% | Reduced |
| PFG Investments, LLC | 12,120 | $97.1K | 0.00% | −242−2.0% | Reduced |
| Oppenheimer & Co Inc | 11,795 | $94.5K | 0.00% | 00.0% | Unchanged |
| PMG Family Office LLC | 11,552 | $92.5K | 0.10% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 11,173 | $89.5K | 0.02% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 10,567 | $84.6K | 0.08% | +10,567 | New |
| Geneos Wealth Management Inc. | 10,340 | $82.8K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10,269 | $82.3K | 0.03% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 5,051 | $40.5K | 0.01% | +5,051 | New |
| Blue Bell Private Wealth Management, LLC | 4,940 | $39.6K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,875 | $31.0K | 0.02% | −125−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,202 | $25.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,163 | $24.9K | 0.00% | +3,163 | New |
| Root Financial Partners, LLC | 1,776 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,534 | $12.3K | 0.00% | +1,534 | New |
| McIlrath & Eck, LLC | 714 | $5.72K | 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% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $3.20K | 0.00% | +400 | New |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −79,153−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −49,557−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |