Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
4,467,068
-
Shares change
-
+37,420
-
Total reported value, excl. options
-
$34,039,085
-
Value change
-
+$285,279
-
Number of buys
-
26
-
Number of sells
-
-10
-
Price
-
$7.62
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q2 2025
48 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q2 2025.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,467,068 shares
.
Largest 10 shareholders include LPL Financial LLC (685,398 shares), Moloney Securities Asset Management, LLC (683,165 shares), STIFEL FINANCIAL CORP (381,704 shares), MORGAN STANLEY (373,324 shares), Koshinski Asset Management, Inc. (342,036 shares), Hennion & Walsh Asset Management, Inc. (213,372 shares), Advisors Asset Management, Inc. (211,670 shares), Uncommon Cents Investing LLC (181,015 shares), COMMONWEALTH EQUITY SERVICES, LLC (163,821 shares), and UBS Group AG (152,130 shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.