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.
Q2 2026 vs. Q1 2026
How the institutions holding Franklin Universal Trust changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 54 | 2 | 59 | +7 |
| Shares | 4.55M | 1.21K | 4.60M | +48.9K (+1.1%) |
| Value | $36.5M | $9.72K | $37.1M | +$647.3K (+1.8%) |
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Franklin Universal Trust at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pathstone Holdings, LLC | 84,666 | $682.8K | 0.00% |
| X Advisors, LLC | 25,493 | $206.7K | 0.55% |
| Equitable Holdings, Inc. | 20,000 | $161.3K | 0.00% |
| Uhlmann Price Securities, LLC | 12,349 | $99.6K | 0.00% |
| KMT Wealth Management, LLC | 10,734 | $86.6K | 0.07% |
| XTX Topco Ltd | 10,327 | $83.3K | 0.00% |
| Clear Street Group Inc. | 7,252 | $58.5K | 0.00% |
| Larson Financial Group LLC | 1,181 | $9.53K | 0.00% |
| JFS Wealth Advisors, LLC | 47 | $380 | 0.00% |
Sold out (2)
Institutions that held Franklin Universal Trust at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Independent Financial Group, LLC | 13,362 | $107.0K |
| Root Financial Partners, LLC | 1,776 | $14.2K |
Not filed for Q2 2026 yet (2)
Institutions that held Franklin Universal Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| McIlrath & Eck, LLC | 714 | $5.72K |
| Sofos Investments, Inc. | 500 | $4.00K |