$FT

$7.19 -$0.01 (0.14%) Close

$FT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 25.1M shares outstanding

Who owns FT?

By type of holder

Institutions 27.3% Everyone else 72.7%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 16.9%

Morgan Stanley 2.9% · Advisors Asset Management, Inc. 2.8%

Institutional ownership

27.3%

+1.9 pts vs last qtr

Institutional holders

+2 vs last qtr

Net shares bought

+479.3K

by institutions in Q2 2026

New / sold out

12 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +523.8K
Pathstone Holdings, LLC NEW +84.7K

Biggest sellers in Q2 2026

LPL Financial LLC −59.4K
Hennion & Walsh Asset Management, Inc. −48.1K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Franklin Universal Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Franklin Universal Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years52% 3–5 years12% 1–3 years20% Under 1 year16%

Quarterly turnover

8.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	736.8K	2.93%	+37.1K (+5.3%)	≤2021	0.0%
Shares held by quarter Peak holding736.8K (Q2'26) Change over 8 quarters+57.8K Share of the company2.930% Morgan Stanley's full portfolio →
AA Advisors Asset Management, Inc.	714.8K	2.84%	−7.1K (−1.0%)	2024	0.1%
Shares held by quarter Peak holding721.9K (Q1'26) Change over 8 quarters+714.8K Share of the company2.840% Advisors Asset Management, Inc.'s full portfolio →

Morgan Stanley

736.8K

% of company

2.93%

Change vs last qtr

+37.1K (+5.3%)

Held since

≤2021

Advisors Asset Management, Inc.

714.8K

% of company

2.84%

Change vs last qtr

−7.1K (−1.0%)

Held since

2024

28 more super investors behind a free account

See every manager holding Franklin Universal Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FT on Form N-PORT; together they hold 0.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MD Matisse Discounted Closed-End Fund Strategy Starboard Investment Trust	$596K	39.7K	0.16%	0.87%	December 31, 2025
VW Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust	$355K	44.0K	0.18%	0.27%	June 30, 2026

Matisse Discounted Closed-End Fund Strategy

Starboard Investment Trust

Position value

$596K

% of company

0.16%

% of the fund

0.87%

As of

December 31, 2025

Virtus Westchester Event-Driven Fund

Virtus Event Opportunities Trust

Position value

$355K

% of company

0.18%

% of the fund

0.27%

As of

June 30, 2026

6 more funds behind a free account

See every fund holding Franklin Universal Trust and how much of the fund the position is.

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