FRANKLIN UNIVERSAL TRUST
Institutional Ownership & Holdings Analysis
About
franklin-universal-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Moloney Securities Asset Management, LLC(2025-03-31) | $5.1M |
| 2 | LPL Financial LLC(2025-03-31) | $4.7M |
| 3 | STIFEL FINANCIAL CORP(2025-03-31) | $3.0M |
| 4 | MORGAN STANLEY(2025-03-31) | $2.6M |
| 5 | Koshinski Asset Management, Inc.(2025-03-31) | $2.6M |
| 6 | Hennion & Walsh Asset Management, Inc.(2025-03-31) | $1.9M |
| 7 | Advisors Asset Management, Inc.(2025-03-31) | $1.6M |
| 8 | Uncommon Cents Investing LLC(2025-03-31) | $1.3M |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $1.2M |
| 10 | WELLS FARGO & COMPANY/MN(2025-03-31) | $1.1M |
| 11 | UBS Group AG(2025-03-31) | $1.0M |
| 12 | Integrated Wealth Concepts LLC(2025-03-31) | $953.5K |
| 13 | Sanctuary Advisors, LLC(2024-12-31) | $892.8K |
| 14 | Westchester Capital Management, LLC(2025-03-31) | $891.8K |
| 15 | Janney Montgomery Scott LLC(2024-12-31) | $867.0K |
| 16 | OSAIC HOLDINGS, INC.(2025-03-31) | $848.5K |
| 17 | Cetera Investment Advisers(2025-03-31) | $557.2K |
| 18 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $469.3K |
| 19 | ASHTON THOMAS SECURITIES, LLC(2025-03-31) | $403.2K |
| 20 | Pathstone Holdings, LLC(2025-03-31) | $389.8K |
As of 2025-03-31
Value:$5.1M
As of 2025-03-31
Value:$4.7M
As of 2025-03-31
Value:$3.0M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$1.9M
As of 2025-03-31
Value:$1.6M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.1M
#11UBS Group AG
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$953.5K
As of 2024-12-31
Value:$892.8K
As of 2025-03-31
Value:$891.8K
As of 2024-12-31
Value:$867.0K
As of 2025-03-31
Value:$848.5K
As of 2025-03-31
Value:$557.2K
As of 2025-03-31
Value:$469.3K
As of 2025-03-31
Value:$403.2K
As of 2025-03-31
Value:$389.8K
Total Institutional Holders:53
Top 10 Holders Own:71.0%