FT on NYSE

FRANKLIN UNIVERSAL TRUST

Fund registered in the United States, based in San Mateo, active since 1988.

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Last updated Oct 18, 2026.

Overview

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  • TickerFT on NYSE
  • HeadquartersSan Mateo, United States
  • Incorporated inFL2
  • Business addressOne Franklin Parkway, San Mateo, Ca 94403-19062

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Leadership

Who has led FRANKLIN UNIVERSAL TRUST, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Jennifer M. Johnson2008
  2. Matthew T. Hinkle2017
  3. Sonal Desai2019

Chief financial officer

  1. Gaston R. Gardey2009
  2. Robert Kubilis2020
2010201520202025
Board members and other officers (23)

Timeline

  1. Jan 10, 2019New chief executive Sonal Desai becomes CEO3
  2. Jun 1, 2017New chief executive Matthew T. Hinkle becomes CEO4
  3. Dec 9, 2008New chief executive Jennifer M. Johnson becomes CEO5
  4. Apr 26, 1988Founded FRANKLIN UNIVERSAL TRUST is founded31

Filings

78 filings to the SEC since October 2021: 13 insider forms, 65 other. The latest 20:

  1. Oct 1, 202640-17F2 17F2 EDGAR
  2. Aug 21, 2026N-PX EDGAR
  3. Aug 3, 20263 EDGAR
  4. Jul 27, 2026NPORT-P EDGAR
  5. Apr 30, 2026N-CSRS FRANKLIN UNIVERSAL TRUST - N-CSRS EDGAR
  6. Apr 23, 2026NPORT-P EDGAR
  7. Mar 25, 202640-17F2 FUT 17-F2 EDGAR
  8. Jan 27, 2026NPORT-P EDGAR
  9. Jan 16, 2026DEF 14A EDGAR
  10. Dec 29, 2025CORRESP EDGAR
  11. Nov 10, 2025N-CEN EDGAR
  12. Oct 30, 2025N-CSR FRANKLIN UNIVERSAL TRUST - N-CSR EDGAR
  13. Oct 27, 2025NPORT-P EDGAR
  14. Aug 15, 2025N-PX EDGAR
  15. Aug 14, 202540-17F2 FORM 17F2 EDGAR
  16. Jul 25, 2025NPORT-P EDGAR
  17. May 6, 202540-17F2 17F-2 FUT EDGAR
  18. Apr 30, 202540-17F2 17F-2 FUT EDGAR
  19. Apr 29, 2025N-CSRS FRANKLIN UNIVERSAL TRUST - N-CSRS EDGAR
  20. Apr 23, 2025NPORT-P EDGAR

The 78 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 59. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Advisors Asset Management, Inc.714,801$5.8M0.1%−7,141
LPL Financial LLC513,856$4.1M0.0%−70,503
Morgan Stanley427,755$3.4M0.0%+32,695
Stifel Financial Corp380,210$3.1M0.0%−2,910
Koshinski Asset Management, Inc.325,960$2.6M0.1%+613
Commonwealth Equity Services, LLC247,480$2.0M0.0%+3,282
Uncommon Cents Investing LLC191,967$1.5M0.3%+3,749
UBS Group AG125,006$1.0M0.0%+3,682
Osaic Holdings, Inc.113,636$916.8K0.0%+15,140
Integrated Wealth Concepts LLC107,915$870.3K0.0%−190
Evolve Private Wealth, LLC103,790$837.1K0.1%−7,648
Westchester Capital Management, LLC102,032$822.9K0.0%No change
Wells Fargo & Company/mn101,304$817.0K0.0%−6,402
Pathstone Holdings, LLC84,666$682.8K0.0%New
Hennion & Walsh Asset Management, Inc.75,903$612.2K0.0%−48,067
Cetera Investment Advisers72,470$584.5K0.0%+159
Raymond James Financial Inc51,729$417.2K0.0%+3,886
Harbour Investments, Inc.51,496$415.3K0.0%No change
Focus Partners Wealth42,637$343.9K0.0%+5,597
Clear Creek Financial Management, LLC29,455$237.6K0.0%No change
X Advisors, LLC25,493$206.7K1.3%New
Shaker Financial Services, LLC24,870$200.6K0.1%−23,064
Invesco Ltd.23,803$192.0K0.0%−271
CoreCap Advisors, LLC22,738$183.4K0.0%+324
Angeles Wealth Management, LLC22,088$178.1K0.0%No change

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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