Franklin Universal TrustFT
13F holders, Q1 2026 (March 31)54holders
6new positions
8sold out
1famous investor
$8.01avg. 13F price*
At the end of Q1 2026, 54 institutions reported holding Franklin Universal Trust (FT) in their 13F filings, unchanged from Q4 2025. 6 opened new positions and 8 sold out. The largest holders were Advisors Asset Management, Inc. ($5.8M), LPL Financial LLC ($4.7M) and Morgan Stanley ($3.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $333K |
| Exits | 8 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 191,211 shares bought and 272,385 shares sold, net −81,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Advisors Asset Management, Inc. | 0.10% | Add +4.5% | 721,942 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -8.1% | 584,359 | $4.7M |
| Morgan Stanley | 0.00% | Add +6.9% | 395,060 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +6.6% | 383,120 | $3.1M |
| Koshinski Asset Management, Inc. | 0.16% | Reduce -0.3% | 325,347 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 256,183 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 244,198 | $2.0M |
| Uncommon Cents Investing LLC | 0.35% | Add +1.5% | 188,218 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -3.4% | 123,970 | $993K |
| UBS Group AG | 0.00% | Reduce -2.1% | 121,324 | $972K |
| Evolve Private Wealth, LLC | 0.05% | Reduce -0.8% | 111,438 | $893K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.3% | 108,105 | $866K |
| Wells Fargo & Company | 0.00% | Reduce -1.8% | 107,706 | $863K |
| Westchester Capital Management, LLC | 0.04% | No change | 102,032 | $817K |
| Osaic Holdings, Inc. | 0.00% | Add +4.7% | 98,496 | $789K |
| Cetera Investment Advisers | 0.00% | Reduce -33.3% | 72,311 | $579K |
| Harbour Investments, Inc. | 0.01% | No change | 51,496 | $412K |
| Shaker Financial Services, LLC | 0.13% | Add +204.2% | 47,934 | $384K |
| Raymond James Financial Inc. | 0.00% | Reduce -5.9% | 47,843 | $383K |
| Focus Partners Wealth | 0.00% | Add +9.9% | 37,040 | $297K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 29,455 | $236K |
| Citadel Advisors | 0.00% | Add +144.7% | 25,457 | $204K |
| Invesco Ltd. | 0.00% | Add +0.3% | 24,074 | $193K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.5% | 22,414 | $180K |
| Angeles Wealth Management, LLC | 0.01% | No change | 22,088 | $177K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 22,029 | $176K |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 20,095 | $161K |
| Goldman Sachs Group Inc. | 0.00% | Add +32.6% | 20,061 | $161K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 19,815 | $159K |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 18,134 | $145K |
| Manske Wealth Management | 0.04% | No change | 17,932 | $144K |
| Wolverine Asset Management LLC | 0.01% | New | 17,402 | $139K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 16,700 | $134K |
| Susquehanna International Group, LLP | 0.00% | Add +19.5% | 16,631 | $133K |
| &partners | 0.00% | New | 14,143 | $113K |
| Independent Financial Group, LLC | 0.00% | Reduce -28.1% | 13,362 | $107K |
| PFG Investments, LLC | 0.00% | Reduce -2.0% | 12,120 | $97K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 11,795 | $94K |
| PMG Family Office LLC | 0.10% | No change | 11,552 | $93K |
| Bridgewealth Advisory Group, LLC | 0.02% | No change | 11,173 | $89K |
| Kingsbury Capital Investment Advisors LLC | 0.08% | — | 10,567 | $85K |
| Geneos Wealth Management Inc. | 0.00% | No change | 10,340 | $83K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 10,269 | $82K |
| Gill Capital Partners, LLC | 0.01% | New | 5,051 | $40K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 4,940 | $40K |
| Noble Wealth Management PBC | 0.02% | Reduce -3.1% | 3,875 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,202 | $26K |
| Colonial Trust Co / SC | 0.00% | New | 3,163 | $25K |
| Root Financial Partners, LLC | 0.00% | No change | 1,776 | $14K |
| Mather Group, Llc. | 0.00% | New | 1,534 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 714 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 500 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 500 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 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.