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 |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 400 | $3.20K | 0.00% | +400 | New |
| Northwestern Mutual Wealth Management Co | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 714 | $5.72K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,534 | $12.3K | 0.00% | +1,534 | New |
| Root Financial Partners, LLC | 1,776 | $14.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,163 | $24.9K | 0.00% | +3,163 | New |
| The PNC Financial Services Group, Inc. | 3,202 | $25.6K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,875 | $31.0K | 0.02% | −125−3.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,940 | $39.6K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 5,051 | $40.5K | 0.01% | +5,051 | New |
| MB, Levis & Associates, LLC | 10,269 | $82.3K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,340 | $82.8K | 0.00% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 10,567 | $84.6K | 0.08% | +10,567 | New |
| Bridgewealth Advisory Group, LLC | 11,173 | $89.5K | 0.02% | 00.0% | Unchanged |
| PMG Family Office LLC | 11,552 | $92.5K | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,795 | $94.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,120 | $97.1K | 0.00% | −242−2.0% | Reduced |
| Independent Financial Group, LLC | 13,362 | $107.0K | 0.00% | −5,209−28.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,143 | $113.3K | 0.00% | +14,143 | New |
| Susquehanna International Group, LLP | 16,631 | $133.2K | 0.00% | +2,711+19.5% | Added |
| Stratos Wealth Partners, LTD. | 16,700 | $133.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 17,402 | $139.4K | 0.00% | +17,402 | New |
| Manske Wealth Management | 17,932 | $143.6K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,134 | $145.0K | 0.00% | −120−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,815 | $159.0K | 0.00% | +502+2.6% | Added |
| Goldman Sachs Group Inc | 20,061 | $160.7K | 0.00% | +4,932+32.6% | Added |
| Ameriprise Financial Inc | 20,095 | $161.0K | 0.00% | +749+3.9% | Added |
| Thoroughbred Financial Services, LLC | 22,029 | $176.0K | 0.01% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 22,088 | $176.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22,414 | $179.5K | 0.01% | −1,828−7.5% | Reduced |
| Invesco Ltd. | 24,074 | $192.8K | 0.00% | +73+0.3% | Added |
| Citadel Advisors LLC | 25,457 | $203.9K | 0.00% | +15,052+144.7% | Added |
| Clear Creek Financial Management, LLC | 29,455 | $235.9K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 37,040 | $296.7K | 0.00% | +3,351+9.9% | Added |
| Raymond James Financial Inc | 47,843 | $383.2K | 0.00% | −3,023−5.9% | Reduced |
| Shaker Financial Services, LLC | 47,934 | $384.0K | 0.13% | +32,178+204.2% | Added |
| Harbour Investments, Inc. | 51,496 | $412.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 72,311 | $579.2K | 0.00% | −36,025−33.3% | Reduced |
| Advisor Group Holdings, Inc. | 98,496 | $789.0K | 0.00% | +4,430+4.7% | Added |
| Westchester Capital Management, LLC | 102,032 | $817.3K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 107,706 | $862.7K | 0.00% | −1,994−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 108,105 | $865.9K | 0.01% | −16,522−13.3% | Reduced |
| Evolve Private Wealth, LLC | 111,438 | $892.6K | 0.05% | −943−0.8% | Reduced |
| UBS Group AG | 121,324 | $971.8K | 0.00% | −2,588−2.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 123,970 | $993.0K | 0.03% | −4,370−3.4% | Reduced |
| Uncommon Cents Investing LLC | 188,218 | $1.51M | 0.35% | +2,798+1.5% | Added |
| Commonwealth Equity Services, LLC | 244,198 | $1.96M | 0.00% | +2,137+0.9% | Added |
| Janney Montgomery Scott LLC | 256,183 | $2.05M | 0.01% | +360+0.1% | Added |
| Koshinski Asset Management, Inc. | 325,347 | $2.61M | 0.16% | −1,097−0.3% | Reduced |
| Stifel Financial Corp | 383,120 | $3.07M | 0.00% | +23,570+6.6% | Added |
| Morgan Stanley | 395,060 | $3.16M | 0.00% | +25,647+6.9% | Added |
| LPL Financial LLC | 584,359 | $4.68M | 0.00% | −51,335−8.1% | Reduced |
| Advisors Asset Management, Inc. | 721,942 | $5.78M | 0.10% | +31,028+4.5% | Added |
| 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 |