Franklin Universal TrustFT
13F holders, Q1 2025 (March 31)45holders −2
6new positions
9sold out
$7.53avg. 13F price*
At the end of Q1 2025, 45 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, down 2 from Q4 2024. 6 opened new positions and 9 sold out. The largest holders were Moloney Securities Asset Management, LLC ($5.1M), LPL Financial LLC ($4.7M) and Stifel Financial Corp. ($3.0M).
- Company
- Franklin Universal Trust
- CUSIP
- 355145103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $469K |
| Exits | 9 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 252,927 shares bought and 542,111 shares sold, net −289,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Moloney Securities Asset Management, LLC | 0.69% | Reduce -0.3% | 671,033 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 626,230 | $4.7M |
| Stifel Financial Corp. | 0.00% | Add +45.5% | 397,805 | $3.0M |
| Morgan Stanley | 0.00% | Add +0.6% | 349,961 | $2.6M |
| Koshinski Asset Management, Inc. | 0.22% | Reduce -0.2% | 341,671 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -1.2% | 258,524 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Add +20.9% | 214,496 | $1.6M |
| Uncommon Cents Investing LLC | 0.39% | Add +2.5% | 176,625 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 163,457 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 148,859 | $1.1M |
| UBS Group AG | 0.00% | Add +12.7% | 133,824 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 126,622 | $953K |
| Westchester Capital Management, LLC | 0.05% | Reduce -11.6% | 118,430 | $892K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.5% | 112,674 | $848K |
| Cetera Investment Advisers | 0.00% | Reduce -7.0% | 73,999 | $557K |
| Raymond James Financial Inc. | 0.00% | Reduce -25.8% | 62,325 | $469K |
| Ashton Thomas Securities, LLC | 0.11% | Reduce -4.5% | 53,550 | $403K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.7% | 52,037 | $390K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -23.1% | 44,300 | $334K |
| Shaker Financial Services, LLC | 0.10% | Reduce -33.0% | 34,313 | $258K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 26,453 | $199K |
| NorthCoast Asset Management LLC | 0.00% | New | 21,479 | $162K |
| Independent Financial Group, LLC | 0.01% | Reduce -41.8% | 21,283 | $160K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.3% | 21,259 | $160K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.6% | 20,639 | $155K |
| Manske Wealth Management | 0.06% | Reduce -5.1% | 20,618 | $155K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.5% | 18,233 | $137K |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 17,920 | $135K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -13.5% | 16,700 | $126K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,487 | $117K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.0% | 14,012 | $106K |
| PFG Investments, LLC | 0.01% | Add +1.7% | 11,658 | $88K |
| Oppenheimer & Co. Inc. | 0.00% | New | 10,720 | $81K |
| Mb, Levis & Associates, LLC | 0.04% | New | 10,269 | $77K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.3% | 10,012 | $75K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.7% | 9,540 | $72K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -34.8% | 7,310 | $55K |
| CoreCap Advisors, LLC | 0.00% | Add +141.2% | 3,801 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,202 | $24K |
| Bank of America Corp. | 0.00% | New | 2,800 | $21K |
| North Capital, Inc. | 0.02% | — | 2,413 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 1,640 | $12K |
| Mather Group, Llc. | 0.00% | New | 1,534 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 714 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $4K |
"% of holder's portfolio" is FT's weight in each manager's 13F, not the share of Franklin Universal Trust the manager owns.