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, Q2 2026
Institutional positions in Franklin Universal Trust as of Jun 30, 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
- 59
- +7 vs. Q1 2026
- Shares held
- 4.60M
- +48.9K (+1.1%) vs. Q1 2026
- Total value
- $37.1M
- +$647.3K (+1.8%) vs. Q1 2026
- New holders
- 9
- 15 more added
- Sold out
- 2
- 16 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 47 | $380 | 0.00% | +47 | New |
| Highline Wealth Partners LLC | 400 | $3.23K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $4.03K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,181 | $9.53K | 0.00% | +1,181 | New |
| Mather Group, LLC. | 1,534 | $12.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,163 | $25.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $25.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,800 | $30.6K | 0.01% | −75−1.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,940 | $39.8K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 5,051 | $40.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 7,252 | $58.5K | 0.00% | +7,252 | New |
| MB, Levis & Associates, LLC | 10,269 | $82.8K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,327 | $83.3K | 0.00% | +10,327 | New |
| Geneos Wealth Management Inc. | 10,340 | $83.4K | 0.00% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 10,734 | $86.6K | 0.07% | +167+1.6% | Added |
| KMT Wealth Management, LLC | 10,734 | $86.6K | 0.07% | +10,734 | New |
| Bridgewealth Advisory Group, LLC | 11,173 | $90.1K | 0.02% | 00.0% | Unchanged |
| PMG Family Office LLC | 11,552 | $93.2K | 0.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,795 | $95.1K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,291 | $99.1K | 0.00% | +171+1.4% | Added |
| Uhlmann Price Securities, LLC | 12,349 | $99.6K | 0.00% | +12,349 | New |
| Susquehanna International Group, LLP | 12,816 | $103.4K | 0.00% | −3,815−22.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,657 | $118.2K | 0.00% | +514+3.6% | Added |
| Goldman Sachs Group Inc | 15,126 | $122.0K | 0.00% | −4,935−24.6% | Reduced |
| Wolverine Asset Management LLC | 16,563 | $133.6K | 0.00% | −839−4.8% | Reduced |
| Stratos Wealth Partners, LTD. | 16,700 | $134.7K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,641 | $142.3K | 0.00% | −2,454−12.2% | Reduced |
| Manske Wealth Management | 17,932 | $144.6K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,085 | $146.0K | 0.00% | −49−0.3% | Reduced |
| Citadel Advisors LLC | 19,834 | $160.0K | 0.00% | −5,623−22.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,964 | $161.0K | 0.00% | +149+0.8% | Added |
| Equitable Holdings, Inc. | 20,000 | $161.3K | 0.00% | +20,000 | New |
| Thoroughbred Financial Services, LLC | 22,029 | $177.0K | 0.01% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 22,088 | $178.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22,738 | $183.4K | 0.01% | +324+1.4% | Added |
| Invesco Ltd. | 23,803 | $192.0K | 0.00% | −271−1.1% | Reduced |
| Shaker Financial Services, LLC | 24,870 | $200.6K | 0.06% | −23,064−48.1% | Reduced |
| X Advisors, LLC | 25,493 | $206.7K | 0.55% | +25,493 | New |
| Clear Creek Financial Management, LLC | 29,455 | $237.6K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 42,637 | $343.9K | 0.00% | +5,597+15.1% | Added |
| Harbour Investments, Inc. | 51,496 | $415.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 51,729 | $417.2K | 0.00% | +3,886+8.1% | Added |
| Cetera Investment Advisers | 72,470 | $584.5K | 0.00% | +159+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 75,903 | $612.2K | 0.02% | −48,067−38.8% | Reduced |
| Pathstone Holdings, LLC | 84,666 | $682.8K | 0.00% | +84,666 | New |
| Wells Fargo & Company | 101,304 | $817.0K | 0.00% | −6,402−5.9% | Reduced |
| Westchester Capital Management, LLC | 102,032 | $822.9K | 0.04% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 103,790 | $837.1K | 0.05% | −7,648−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 107,915 | $870.3K | 0.01% | −190−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 113,636 | $916.8K | 0.00% | +15,140+15.4% | Added |
| UBS Group AG | 125,006 | $1.01M | 0.00% | +3,682+3.0% | Added |
| Uncommon Cents Investing LLC | 191,967 | $1.55M | 0.34% | +3,749+2.0% | Added |
| Commonwealth Equity Services, LLC | 247,480 | $2.00M | 0.00% | +3,282+1.3% | Added |
| Janney Montgomery Scott LLC | 262,075 | $2.11M | 0.00% | +5,892+2.3% | Added |
| Koshinski Asset Management, Inc. | 325,960 | $2.63M | 0.14% | +613+0.2% | Added |
| Stifel Financial Corp | 380,210 | $3.07M | 0.00% | −2,910−0.8% | Reduced |
| Morgan Stanley | 427,755 | $3.45M | 0.00% | +32,695+8.3% | Added |
| LPL Financial LLC | 513,856 | $4.14M | 0.00% | −70,503−12.1% | Reduced |
| Advisors Asset Management, Inc. | 714,801 | $5.76M | 0.09% | −7,141−1.0% | Reduced |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −13,362−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |