Franklin Universal TrustFT
13F holders, Q2 2025 (June 30)48holders +3
4new positions
1sold out
$7.62avg. 13F price*
At the end of Q2 2025, 48 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, up 3 from Q1 2025. 4 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($5.2M), Moloney Securities Asset Management, LLC ($5.2M) and Stifel Financial Corp. ($2.9M).
- Company
- Franklin Universal Trust
- CUSIP
- 355145103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $158K |
| Exits | 1 | $12K |
All 13F filers, Q1 2025 → Q2 2025: 198,064 shares bought and 162,601 shares sold, net +35,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| LPL Financial LLC | 0.00% | Add +9.4% | 685,398 | $5.2M |
| Moloney Securities Asset Management, LLC | 0.65% | Add +1.8% | 683,165 | $5.2M |
| Stifel Financial Corp. | 0.00% | Reduce -4.0% | 381,704 | $2.9M |
| Morgan Stanley | 0.00% | Add +6.7% | 373,324 | $2.8M |
| Koshinski Asset Management, Inc. | 0.20% | Add +0.1% | 342,036 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -17.5% | 213,372 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -1.3% | 211,670 | $1.6M |
| Uncommon Cents Investing LLC | 0.37% | Add +2.5% | 181,015 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 163,821 | $1.2M |
| UBS Group AG | 0.00% | Add +13.7% | 152,130 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | No change | 126,622 | $965K |
| Westchester Capital Management, LLC | 0.05% | No change | 118,430 | $902K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 110,291 | $840K |
| Wells Fargo & Company | 0.00% | Reduce -27.8% | 107,538 | $819K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 74,184 | $565K |
| Shaker Financial Services, LLC | 0.20% | Add +106.6% | 70,883 | $540K |
| Pathstone Holdings, LLC | 0.00% | Add +25.6% | 65,337 | $498K |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 63,780 | $486K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -26.5% | 32,547 | $248K |
| Clear Creek Financial Management, LLC | 0.02% | Add +11.3% | 29,453 | $224K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.8% | 22,088 | $168K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 21,410 | $163K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.6% | 20,976 | $160K |
| Manske Wealth Management | 0.05% | Reduce -2.4% | 20,118 | $153K |
| Independent Financial Group, LLC | 0.00% | Reduce -9.2% | 19,326 | $147K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 18,261 | $139K |
| Royal Bank of Canada | 0.00% | No change | 17,920 | $137K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 16,700 | $127K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,487 | $118K |
| Ashton Thomas Securities, LLC | 0.03% | Reduce -71.7% | 15,150 | $115K |
| Bridgewealth Advisory Group, LLC | 0.03% | New | 14,910 | $114K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.8% | 13,338 | $102K |
| PFG Investments, LLC | 0.01% | Add +1.6% | 11,848 | $90K |
| Oppenheimer & Co. Inc. | 0.00% | Add +10.0% | 11,795 | $90K |
| Susquehanna International Group, LLP | 0.00% | Add +8.6% | 10,876 | $83K |
| Geneos Wealth Management Inc. | 0.00% | Add +8.4% | 10,340 | $79K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 10,269 | $78K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +2.6% | 7,500 | $57K |
| Wolverine Asset Management LLC | 0.00% | New | 4,584 | $35K |
| CoreCap Advisors, LLC | 0.00% | Add +12.2% | 4,265 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,202 | $24K |
| Bank of America Corp. | 0.00% | No change | 2,800 | $21K |
| North Capital, Inc. | 0.02% | No change | 2,413 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 1,640 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 714 | $5K |
| AdvisorNet Financial, Inc | 0.00% | New | 664 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 600 | $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.