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.
Q1 2026 vs. Q4 2025
How the institutions holding Franklin Universal Trust changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Q1 2026 | Change |
|---|---|---|---|
| Holders | 54 | 54 | 0 |
| Shares | 4.62M | 4.55M | −70.6K (−1.5%) |
| Value | $37.0M | $36.5M | −$520.5K (−1.4%) |
New holders (7)
Institutions that held Franklin Universal Trust at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 17,402 | $139.4K | 0.00% |
| Wiley Bros.-Aintree Capital, LLC | 14,143 | $113.3K | 0.00% |
| Kingsbury Capital Investment Advisors LLC | 10,567 | $84.6K | 0.08% |
| Gill Capital Partners, LLC | 5,051 | $40.5K | 0.01% |
| Colonial Trust Co | 3,163 | $24.9K | 0.00% |
| Mather Group, LLC. | 1,534 | $12.3K | 0.00% |
| Highline Wealth Partners LLC | 400 | $3.20K | 0.00% |
Sold out (7)
Institutions that held Franklin Universal Trust at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Pathstone Holdings, LLC | 79,153 | $633.2K |
| Envestnet Asset Management Inc | 49,557 | $396.5K |
| Ashton Thomas Securities, LLC | 10,150 | $81.2K |
| Spire Wealth Management | 4,940 | $39.5K |
| Modus Advisors, LLC | 1,850 | $14.8K |
| Bank of America Corp | 1,014 | $8.11K |
| CWM, LLC | 300 | $2.00K |