Franklin Universal TrustFT
13F holders, Q3 2025 (September 30)50holders +2
7new positions
6sold out
$8.04avg. 13F price*
At the end of Q3 2025, 50 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, up 2 from Q2 2025. 7 opened new positions and 6 sold out. The largest holders were Moloney Securities Asset Management, LLC ($5.6M), LPL Financial LLC ($5.5M) and Advisors Asset Management, Inc. ($3.5M).
- Company
- Franklin Universal Trust
- CUSIP
- 355145103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.7M |
| Exits | 6 | $494K |
All 13F filers, Q2 2025 → Q3 2025: 671,519 shares bought and 223,630 shares sold, net +447,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Moloney Securities Asset Management, LLC | 0.66% | Add +1.2% | 691,160 | $5.6M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 684,190 | $5.5M |
| Advisors Asset Management, Inc. | 0.06% | Add +103.8% | 431,311 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 380,742 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 367,740 | $3.0M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -3.4% | 330,329 | $2.7M |
| Janney Montgomery Scott LLC | 0.00% | New | 232,193 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -1.0% | 211,183 | $1.7M |
| Uncommon Cents Investing LLC | 0.37% | Add +0.9% | 182,662 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 169,031 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.4% | 124,857 | $1.0M |
| UBS Group AG | 0.00% | Reduce -24.3% | 115,229 | $926K |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 106,482 | $856K |
| Westchester Capital Management, LLC | 0.04% | Reduce -13.8% | 102,032 | $820K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.5% | 102,074 | $818K |
| Cetera Investment Advisers | 0.00% | Add +32.2% | 98,039 | $788K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.2% | 63,255 | $509K |
| Raymond James Financial Inc. | 0.00% | Reduce -15.5% | 53,901 | $433K |
| Harbour Investments, Inc. | 0.01% | Add +2628.4% | 44,746 | $360K |
| Envestnet Asset Management Inc. | 0.00% | New | 42,616 | $343K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 29,453 | $237K |
| CoreCap Advisors, LLC | 0.01% | Add +535.6% | 27,109 | $218K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 24,463 | $197K |
| NorthCoast Asset Management LLC | 0.00% | Add +10.8% | 24,463 | $197K |
| Invesco Ltd. | 0.00% | New | 22,315 | $179K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 21,805 | $175K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.5% | 21,299 | $172K |
| Manske Wealth Management | 0.05% | Reduce -5.9% | 18,932 | $152K |
| Independent Financial Group, LLC | 0.00% | Reduce -3.7% | 18,617 | $150K |
| Royal Bank of Canada | 0.00% | Add +1.7% | 18,225 | $147K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 17,171 | $138K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 16,700 | $134K |
| Ameriprise Financial Inc. | 0.00% | New | 16,546 | $133K |
| Shaker Financial Services, LLC | 0.04% | Reduce -77.8% | 15,756 | $127K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 15,150 | $122K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.3% | 15,126 | $122K |
| Bridgewealth Advisory Group, LLC | 0.03% | No change | 14,910 | $120K |
| PFG Investments, LLC | 0.01% | Add +2.9% | 12,190 | $98K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 11,795 | $95K |
| PMG Family Office LLC | 0.10% | — | 11,552 | $93K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10,340 | $83K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 10,269 | $83K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -29.3% | 5,300 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | Add +61.6% | 5,174 | $42K |
| North Capital, Inc. | 0.01% | Add +0.0% | 2,414 | $19K |
| Root Financial Partners, LLC | 0.00% | New | 1,841 | $15K |
| Mather Group, Llc. | 0.00% | New | 1,534 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 714 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -33.3% | 400 | $3K |
"% of holder's portfolio" is FT's weight in each manager's 13F, not the share of Franklin Universal Trust the manager owns.