Franklin Universal TrustFT
13F holders, Q4 2025 (December 31)54holders +4
12new positions
7sold out
1famous investor
$8.00avg. 13F price*
At the end of Q4 2025, 54 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, up 4 from Q3 2025. 12 opened new positions and 7 sold out. The largest holders were Advisors Asset Management, Inc. ($5.5M), LPL Financial LLC ($5.1M) and Morgan Stanley ($3.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $917K |
| Exits | 7 | $738K |
All 13F filers, Q3 2025 → Q4 2025: 531,908 shares bought and 276,972 shares sold, net +254,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Advisors Asset Management, Inc. | 0.09% | Add +60.2% | 690,914 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -7.1% | 635,694 | $5.1M |
| Morgan Stanley | 0.00% | Add +0.5% | 369,413 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -5.6% | 359,550 | $2.9M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -1.2% | 326,444 | $2.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.2% | 255,823 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +43.2% | 242,061 | $1.9M |
| Uncommon Cents Investing LLC | 0.36% | Add +1.5% | 185,420 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -39.2% | 128,340 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.2% | 124,627 | $997K |
| UBS Group AG | 0.00% | Add +7.5% | 123,912 | $991K |
| Evolve Private Wealth, LLC | 0.05% | — | 112,381 | $899K |
| Wells Fargo & Company | 0.00% | Add +3.0% | 109,700 | $878K |
| Cetera Investment Advisers | 0.00% | Add +10.5% | 108,336 | $867K |
| Westchester Capital Management, LLC | 0.04% | No change | 102,032 | $816K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 94,066 | $753K |
| Pathstone Holdings, LLC | 0.00% | Add +25.1% | 79,153 | $633K |
| Harbour Investments, Inc. | 0.01% | Add +15.1% | 51,496 | $412K |
| Raymond James Financial Inc. | 0.00% | Reduce -5.6% | 50,866 | $407K |
| Envestnet Asset Management Inc. | 0.00% | Add +16.3% | 49,557 | $396K |
| Focus Partners Wealth | 0.00% | New | 33,689 | $270K |
| Clear Creek Financial Management, LLC | 0.02% | Add +0.0% | 29,455 | $236K |
| CoreCap Advisors, LLC | 0.01% | Reduce -10.6% | 24,242 | $194K |
| Invesco Ltd. | 0.00% | Add +7.6% | 24,001 | $192K |
| Angeles Wealth Management, LLC | 0.01% | New | 22,088 | $177K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 22,029 | $176K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.4% | 19,313 | $155K |
| Ameriprise Financial Inc. | 0.00% | Add +16.9% | 19,346 | $155K |
| Independent Financial Group, LLC | 0.00% | Reduce -0.3% | 18,571 | $149K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 18,254 | $146K |
| Manske Wealth Management | 0.04% | Reduce -5.3% | 17,932 | $143K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 16,700 | $134K |
| Shaker Financial Services, LLC | 0.04% | No change | 15,756 | $126K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 15,129 | $121K |
| Susquehanna International Group, LLP | 0.00% | New | 13,920 | $111K |
| PFG Investments, LLC | 0.00% | Add +1.4% | 12,362 | $99K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 11,795 | $94K |
| PMG Family Office LLC | 0.11% | No change | 11,552 | $92K |
| Bridgewealth Advisory Group, LLC | 0.02% | Reduce -25.1% | 11,173 | $89K |
| Citadel Advisors | 0.00% | New | 10,405 | $83K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10,340 | $83K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 10,269 | $82K |
| Ashton Thomas Securities, LLC | 0.02% | Reduce -33.0% | 10,150 | $81K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -6.8% | 4,940 | $40K |
| Spire Wealth Management | 0.00% | New | 4,940 | $40K |
| Noble Wealth Management PBC | 0.02% | New | 4,000 | $32K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -38.1% | 3,202 | $26K |
| Modus Advisors, LLC | 0.00% | New | 1,850 | $15K |
| Root Financial Partners, LLC | 0.00% | Reduce -3.5% | 1,776 | $14K |
| Bank of America Corp. | 0.00% | New | 1,014 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 714 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 500 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $4K |
| Cwm, LLC | 0.00% | New | 300 | $2K |
"% of holder's portfolio" is FT's weight in each manager's 13F, not the share of Franklin Universal Trust the manager owns.