Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
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Equity / SH BEN INT
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Number of holders
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48
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Total 13F shares, excl. options
-
4.91M
-
Shares change
-
+447K
-
Total reported value, excl. options
-
$39.5M
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Value change
-
+$3.62M
-
Number of buys
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21
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Number of sells
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-24
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Price
-
$8.04
Significant Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2025
54 filings reported holding FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT as of Q3 2025.
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.91M shares
.
Largest 10 shareholders include Moloney Securities Asset Management, LLC (691K shares), LPL Financial LLC (684K shares), Advisors Asset Management, Inc. (429K shares), STIFEL FINANCIAL CORP (381K shares), MORGAN STANLEY (368K shares), Koshinski Asset Management, Inc. (330K shares), Janney Montgomery Scott LLC (232K shares), Hennion & Walsh Asset Management, Inc. (211K shares), Uncommon Cents Investing LLC (183K shares), and COMMONWEALTH EQUITY SERVICES, LLC (169K shares).
This table shows the top 48 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.