Franklin Universal TrustFT
13F holders, Q2 2026 (June 30)59holders +5
8new positions
2sold out
1famous investor
$8.07avg. 13F price*
At the end of Q2 2026, 59 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, up 5 from Q1 2026. 8 opened new positions and 2 sold out. The largest holders were Advisors Asset Management, Inc. ($5.8M), LPL Financial LLC ($4.1M) and Morgan Stanley ($3.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Universal Trust
- CUSIP
- 355145103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.2M |
| Exits | 2 | $121K |
All 13F filers, Q1 2026 → Q2 2026: 222,576 shares bought and 199,124 shares sold, net +23,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Advisors Asset Management, Inc. | 0.09% | Reduce -1.0% | 714,801 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -12.1% | 513,856 | $4.1M |
| Morgan Stanley | 0.00% | Add +8.3% | 427,755 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 380,210 | $3.1M |
| Koshinski Asset Management, Inc. | 0.14% | Add +0.2% | 325,960 | $2.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.3% | 262,075 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 247,480 | $2.0M |
| Uncommon Cents Investing LLC | 0.34% | Add +2.0% | 191,967 | $1.5M |
| UBS Group AG | 0.00% | Add +3.0% | 125,006 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +15.4% | 113,636 | $917K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.2% | 107,915 | $870K |
| Evolve Private Wealth, LLC | 0.05% | Reduce -6.9% | 103,790 | $837K |
| Westchester Capital Management, LLC | 0.04% | No change | 102,032 | $823K |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 101,304 | $817K |
| Pathstone Holdings, LLC | 0.00% | New | 84,666 | $683K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -38.8% | 75,903 | $612K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 72,470 | $584K |
| Raymond James Financial Inc. | 0.00% | Add +8.1% | 51,729 | $417K |
| Harbour Investments, Inc. | 0.01% | No change | 51,496 | $415K |
| Focus Partners Wealth | 0.00% | Add +15.1% | 42,637 | $344K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 29,455 | $238K |
| X Advisors, LLC | 1.34% | — | 25,493 | $207K |
| Shaker Financial Services, LLC | 0.06% | Reduce -48.1% | 24,870 | $201K |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 23,803 | $192K |
| CoreCap Advisors, LLC | 0.01% | Add +1.4% | 22,738 | $183K |
| Angeles Wealth Management, LLC | 0.01% | No change | 22,088 | $178K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 22,029 | $177K |
| Equitable Holdings, Inc. | 0.00% | New | 20,000 | $161K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.8% | 19,964 | $161K |
| Citadel Advisors | 0.00% | Reduce -22.1% | 19,834 | $160K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 18,085 | $146K |
| Manske Wealth Management | 0.04% | No change | 17,932 | $145K |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.2% | 17,641 | $142K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 16,700 | $135K |
| Wolverine Asset Management LLC | 0.01% | Reduce -4.8% | 16,563 | $134K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.6% | 15,126 | $122K |
| &partners | 0.00% | Add +3.6% | 14,657 | $118K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.9% | 12,816 | $103K |
| Uhlmann Price Securities, LLC | 0.00% | New | 12,349 | $100K |
| PFG Investments, LLC | 0.00% | Add +1.4% | 12,291 | $99K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 11,795 | $95K |
| PMG Family Office LLC | 0.09% | No change | 11,552 | $93K |
| Bridgewealth Advisory Group, LLC | 0.02% | No change | 11,173 | $90K |
| Kingsbury Capital Investment Advisors LLC | 0.07% | Add +1.6% | 10,734 | $87K |
| KMT Wealth Management, LLC | 0.07% | New | 10,734 | $87K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10,340 | $83K |
| XTX Topco Ltd | 0.00% | New | 10,327 | $83K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 10,269 | $83K |
| Clear Street Group Inc. | 0.00% | New | 7,252 | $58K |
| Gill Capital Partners, LLC | 0.01% | No change | 5,051 | $41K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 4,940 | $40K |
| Noble Wealth Management PBC | 0.01% | Reduce -1.9% | 3,800 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,202 | $26K |
| Colonial Trust Co / SC | 0.00% | No change | 3,163 | $26K |
| Mather Group, Llc. | 0.00% | No change | 1,534 | $12K |
| Larson Financial Group LLC | 0.00% | New | 1,181 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 400 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 47 | $380 |
"% of holder's portfolio" is FT's weight in each manager's 13F, not the share of Franklin Universal Trust the manager owns.