FRANKLIN UNIVERSAL TRUST (FT) Top Institutional Shareholders
FRANKLIN UNIVERSAL TRUST (FT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $34.03M in FT holdings during the latest filing period.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of FT tracked by InsiderSet, reporting ownership valued at approximately $5.78M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.78M, representing an estimated gain of +0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed FT value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in FRANKLIN UNIVERSAL TRUST (FT).
This page ranks the largest institutional FT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$34.03M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$5.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.10% | 721,942 | $5,782,755 | $5,782,755 | +$0 | +0.00% | |
| Lpl Financial Llc | 0.00% | 584,359 | $4,680,718 | $4,680,716 | -$2 | -0.00% | |
| Morgan Stanley | 0.00% | 395,060 | $3,164,431 | $3,164,431 | -$0 | -0.00% | |
| Stifel Financial Corp | 0.00% | 383,120 | $3,068,808 | $3,068,791 | -$17 | -0.00% | |
| Koshinski Asset Management, Inc. | 0.16% | 325,347 | $2,606,032 | $2,606,029 | -$3 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 244,198 | $1,956,030 | $1,956,026 | -$4 | -0.00% | |
| Uncommon Cents Investing Llc | 0.35% | 188,218 | $1,507,627 | $1,507,626 | -$1 | -0.00% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 123,970 | $993,000 | $993,000 | -$0 | -0.00% | |
| Ubs Group Ag | 0.00% | 121,324 | $971,805 | $971,805 | +$0 | +0.00% | |
| Evolve Private Wealth, Llc | 0.05% | 111,438 | $892,619 | $892,618 | -$1 | -0.00% | |
| Integrated Wealth Concepts Llc | 0.01% | 108,105 | $865,921 | $865,921 | +$0 | +0.00% | |
| Wells Fargo & Company/Mn | 0.00% | 107,706 | $862,722 | $862,725 | +$3 | +0.00% | |
| Westchester Capital Management, Llc | 0.04% | 102,032 | $817,276 | $817,276 | +$0 | +0.00% | |
| Osaic Holdings, Inc. | 0.00% | 98,496 | $788,982 | $788,953 | -$29 | -0.00% | |
| Cetera Investment Advisers | 0.00% | 72,311 | $579,208 | $579,211 | +$3 | +0.00% | |
| Harbour Investments, Inc. | 0.01% | 51,496 | $412,483 | $412,483 | -$0 | -0.00% | |
| Shaker Financial Services, Llc | 0.13% | 47,934 | $383,952 | $383,951 | -$1 | -0.00% | |
| Raymond James Financial Inc | 0.00% | 47,843 | $383,224 | $383,222 | -$2 | -0.00% | |
| Focus Partners Wealth | 0.00% | 37,040 | $296,690 | $296,690 | +$0 | +0.00% | |
| Clear Creek Financial Management, Llc | 0.02% | 29,455 | $235,935 | $235,935 | -$0 | -0.00% | |
| Citadel Advisors Llc | 0.00% | 25,457 | $203,911 | $203,911 | -$0 | -0.00% | |
| Invesco Ltd. | 0.00% | 24,074 | $192,833 | $192,833 | -$0 | -0.00% | |
| Corecap Advisors, Llc | 0.01% | 22,414 | $179,542 | $179,536 | -$6 | -0.00% | |
| Angeles Wealth Management, Llc | 0.01% | 22,088 | $176,925 | $176,925 | -$0 | -0.00% | |
| Ameriprise Financial Inc | 0.00% | 20,095 | $160,958 | $160,961 | +$3 | +0.00% | |
| Goldman Sachs Group Inc | 0.00% | 20,061 | $160,689 | $160,689 | -$0 | -0.00% | |
| Independent Financial Group, Llc | 0.00% | 21,900 | $147,387 | $175,419 | +$28,032 | +19.02% | |
| Royal Bank Of Canada | 0.00% | 18,134 | $145,000 | $145,253 | +$253 | +0.17% | |
| Manske Wealth Management | 0.04% | 17,932 | $143,635 | $143,635 | +$0 | +0.00% | |
| Wolverine Asset Management Llc | 0.00% | 17,402 | $139,390 | $139,390 | +$0 | +0.00% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 16,700 | $133,767 | $133,767 | $0 | 0.00% | |
| Susquehanna International Group, Llp | 0.00% | 16,631 | $133,214 | $133,214 | +$0 | +0.00% | |
| &Partners | 0.00% | 14,143 | $113,283 | $113,285 | +$2 | +0.00% | |
| Pfg Investments, Llc | 0.00% | 12,120 | $97,080 | $97,081 | +$1 | +0.00% | |
| Oppenheimer & Co Inc | 0.00% | 11,795 | $94,478 | $94,478 | -$0 | -0.00% | |
| Pmg Family Office Llc | 0.10% | 11,552 | $92,532 | $92,532 | -$0 | -0.00% | |
| Bridgewealth Advisory Group, Llc | 0.02% | 11,173 | $89,498 | $89,496 | -$2 | -0.00% | |
| Geneos Wealth Management Inc. | 0.00% | 10,340 | $82,823 | $82,823 | +$0 | +0.00% | |
| Mb, Levis & Associates, Llc | 0.03% | 10,269 | $82,255 | $82,255 | -$0 | -0.00% | |
| Gill Capital Partners, Llc | 0.01% | 5,051 | $40,459 | $40,459 | -$0 | -0.00% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 4,940 | $39,569 | $39,569 | +$0 | +0.00% | |
| Noble Wealth Management Pbc | 0.02% | 3,875 | $31,039 | $31,039 | -$0 | -0.00% | |
| Pnc Financial Services Group, Inc. | 0.00% | 3,202 | $25,650 | $25,648 | -$2 | -0.01% | |
| Colonial Trust Co / Sc | 0.00% | 3,163 | $24,861 | $25,336 | +$475 | +1.91% | |
| Root Financial Partners, Llc | 0.00% | 1,776 | $14,227 | $14,226 | -$1 | -0.01% | |
| Mather Group, Llc. | 0.00% | 1,534 | $12,287 | $12,287 | +$0 | +0.00% | |
| Mcilrath & Eck, Llc | 0.00% | 714 | $5,719 | $5,719 | +$0 | +0.00% | |
| Financial Gravity Asset Management, Inc. | 0.00% | 500 | $4,005 | $4,005 | $0 | 0.00% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 500 | $4,005 | $4,005 | $0 | 0.00% | |
| Highline Wealth Partners Llc | 0.00% | 400 | $3,204 | $3,204 | $0 | 0.00% |
Frequently asked questions about FT
Who owns the most FT stock?
The largest holders of FT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FRANKLIN UNIVERSAL TRUST (FT).
Is FT widely held by superinvestors?
Many widely followed stocks like FT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.