Who Owns FT?
Franklin Universal Trust Shares of Beneficial Interest — Institutional Ownership & 13F Holdings
$8.24
+0.03 (+0.37%)
Market Cap
$207.3M
Shares Outstanding
25,131,894
Institutional Holders
43
Total Inst. Value
$30.6M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
8
Closed Positions
8
Increased
9
Decreased
21
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Moloney Securities Asset Management, LLC | $5.1M | 671,033 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.8M | 500 |
| 3 | STIFEL FINANCIAL CORP | $3.0M | 397,805 |
| 4 | MORGAN STANLEY | $2.6M | 349,961 |
| 5 | Koshinski Asset Management, Inc. | $2.6M | 341,671 |
| 6 | Hennion & Walsh Asset Management, Inc. | $1.9M | 258,524 |
| 7 | Advisors Asset Management, Inc. | $1.6M | 214,496 |
| 8 | Uncommon Cents Investing LLCNew | $1.3M | 176,625 |
| 9 | WELLS FARGO & COMPANY/MN | $1.1M | 148,859 |
| 10 | UBS Group AG | $1.0M | 133,824 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | +124K | $3.0M |
| MORGAN STANLEY | +2K | $2.6M |
| Advisors Asset Management, Inc. | +37K | $1.6M |
| Uncommon Cents Investing LLCNew | +177K | $1.3M |
| WELLS FARGO & COMPANY/MN | +2K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -70K | $848K |
| LPL Financial LLC | -26K | $5K |
| RAYMOND JAMES FINANCIAL INC | -22K | $469K |
| Shaker Financial Services, LLC | -17K | $258K |
| Westchester Capital Management, LLC | -15K | $892K |
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Frequently Asked Questions
How many institutional investors hold FT?
As of Q1 2025, 43 institutional investors report holding FT (Franklin Universal Trust Shares of Beneficial Interest) in their 13F filings.
Which hedge fund owns the most FT?
The largest institutional holder of FT is Moloney Securities Asset Management, LLC with $5.1M in shares.
Are institutions buying or selling FT?
This quarter, 8 institutions opened new positions in FT and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.