Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SH BEN INT
-
Total 13F shares
-
4,601,530
-
Share change
-
+254,952
-
Total reported value
-
$36,812,758
-
Price per share
-
$8.00
-
Number of holders
-
53
-
Value change
-
+$2,034,536
-
Number of buys
-
27
-
Number of sells
-
22
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q4 2025
As of 31 Dec 2025,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,601,530 shares.
The largest 10 holders included
Advisors Asset Management, Inc., LPL Financial LLC, MORGAN STANLEY, STIFEL FINANCIAL CORP, Koshinski Asset Management, Inc., Janney Montgomery Scott LLC, COMMONWEALTH EQUITY SERVICES, LLC, Uncommon Cents Investing LLC, Hennion & Walsh Asset Management, Inc., and Integrated Wealth Concepts LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.