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Who owns FT?

Institutional ownership of Franklin Universal Trust from Form 13F, Q2 2026

59 institutional managers reported holding Franklin Universal Trust (FT) in Form 13F filings for Q2 2026, with 4,599,116 shares worth $37.1M. The largest reported holder was Advisors Asset Management, Inc. Managers that filed both quarters added a net 23,285 shares (+0.5%). 8 opened new positions and 2 sold out.

Funds holding
59
Value held
$37.1M
New / sold out
8 / 2
Net shares, same filers
+0.5%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of FT

FundValueShare of 13F holdingsSharesMove
Advisors Asset Management, Inc.$5.8M15.5%714,801Trimmed
LPL Financial LLC$4.1M11.2%513,856Trimmed
Morgan Stanley$3.4M9.3%427,755Added
Stifel Financial Corp$3.1M8.3%380,210Trimmed
Koshinski Asset Management, Inc.$2.6M7.1%325,960Added
Janney Montgomery Scott LLC$2.1M5.7%262,075Added
Commonwealth Equity Services, LLC$2.0M5.4%247,480Added
Uncommon Cents Investing LLC$1.5M4.2%191,967Added
UBS Group AG$1.0M2.7%125,006Added
Osaic Holdings, Inc.$917K2.5%113,636Added
Integrated Wealth Concepts LLC$870K2.3%107,915Trimmed
Evolve Private Wealth, LLC$837K2.3%103,790Trimmed
Westchester Capital Management, LLC$823K2.2%102,032Unchanged
Wells Fargo & Company$817K2.2%101,304Trimmed
Pathstone Holdings, LLC$683K1.8%84,666New
Hennion & Walsh Asset Management, Inc.$612K1.7%75,903Trimmed
Cetera Investment Advisers$584K1.6%72,470Added
Raymond James Financial Inc$417K1.1%51,729Added
Harbour Investments, Inc.$415K1.1%51,496Unchanged
Focus Partners Wealth$344K0.9%42,637Added
Clear Creek Financial Management, LLC$238K0.6%29,455Unchanged
X Advisors, LLC$207K0.6%25,493First report
Shaker Financial Services, LLC$201K0.5%24,870Trimmed
Invesco Ltd.$192K0.5%23,803Trimmed
CoreCap Advisors, LLC$183K0.5%22,738Added

Share of 13F holdings is each fund's shares as a share of the 4,599,116 FT shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Pathstone Holdings, LLC New+$683K
  2. Morgan Stanley Added+$264K
  3. Equitable Holdings, Inc. New+$161K
  4. Osaic Holdings, Inc. Added+$122K
  5. Uhlmann Price Securities, LLC New+$100K
  6. KMT Wealth Management, LLC New+$87K
  7. XTX Topco Ltd New+$83K
  8. Clear Street Group Inc. New+$58K
  9. Janney Montgomery Scott LLC Added+$48K
  10. Focus Partners Wealth Added+$45K

Biggest sellers in Q2 2026

  1. LPL Financial LLC Trimmed-$569K
  2. Hennion & Walsh Asset Management, Inc. Trimmed-$388K
  3. Shaker Financial Services, LLC Trimmed-$186K
  4. Independent Financial Group, LLC Sold out-$107K
  5. Evolve Private Wealth, LLC Trimmed-$62K
  6. Advisors Asset Management, Inc. Trimmed-$58K
  7. Wells Fargo & Company Trimmed-$52K
  8. Citadel Advisors LLC Trimmed-$45K
  9. Goldman Sachs Group Inc Trimmed-$40K
  10. Susquehanna International Group, LLP Trimmed-$31K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $1.8M and sold $1.6M; 14 added and 16 trimmed.

Questions about FT ownership

Who owns FT stock?
59 institutional investment managers reported FT positions in their Form 13F filings for Q2 2026, holding 4,599,116 shares worth $37.1M in total. Advisors Asset Management, Inc. reported the largest position.
Are funds buying or selling FT?
In Q2 2026, 8 managers opened new FT positions, 14 added, 16 trimmed and 2 sold out. Managers that filed in both quarters added a net 23,285 shares.
How current is this FT institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FT by CUSIP. Options are left out. FT news and filings · FT insider trades · Top funds