# Franklin Universal Trust: overview

FT · NYSE · CIK 833040 · [Other](/sectors/other.md) · fiscal year ends Aug 31

Pages: [Overview](/companies/ft.md) · [Financials](/companies/ft/financials.md) · [Filings](/companies/ft/filings.md) · [Insiders](/companies/ft/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/ft/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Advisors Asset Management, Inc.](/funds/1297376.md) | 2026-06-30 | $5.8m | 714,801 |  | Reduced −7,141 |
| [LPL Financial LLC](/funds/1403438.md) | 2026-06-30 | $4.1m | 513,856 |  | Reduced −70,503 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $3.4m | 427,755 |  | Added +32,695 |
| [STIFEL FINANCIAL CORP](/funds/720672.md) | 2026-06-30 | $3.1m | 380,210 |  | Reduced −2,910 |
| [Koshinski Asset Management, Inc.](/funds/1633389.md) | 2026-06-30 | $2.6m | 325,960 |  | Added +613 |
| [COMMONWEALTH EQUITY SERVICES, LLC](/funds/312272.md) | 2026-06-30 | $2.0m | 247,480 |  | Added +3,282 |
| [Uncommon Cents Investing LLC](/funds/1729754.md) | 2026-06-30 | $1.5m | 191,967 |  | Added +3,749 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $1.0m | 125,006 |  | Added +3,682 |
| [OSAIC HOLDINGS, INC.](/funds/1677044.md) | 2026-06-30 | $916.8k | 113,636 |  | Added +15,140 |
| [Integrated Wealth Concepts LLC](/funds/1737109.md) | 2026-06-30 | $870.3k | 107,915 |  | Reduced −190 |

## Recent filings

[All 256 filings](/companies/ft/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-01-16 | 09:20 ET | [DEF 14A](/filings/0001655589-26-000020.md) | Proxy statement, period 2026-03-09 | 0001655589-26-000020 |
| 2025-02-07 | 09:17 ET | [DEF 14A](/filings/0000833040-25-000003.md) | Proxy statement, period 2025-03-26 | 0000833040-25-000003 |
| 2024-02-06 | 11:49 ET | [DEF 14A](/filings/0000833040-24-000002.md) | Proxy statement, period 2024-03-07 | 0000833040-24-000002 |
| 2023-02-09 | 09:52 ET | [DEF 14A](/filings/0000833040-23-000003.md) | Proxy statement, period 2023-03-09 | 0000833040-23-000003 |
| 2022-02-07 | 11:52 ET | [DEF 14A](/filings/0000833040-22-000004.md) | Proxy statement, period 2022-03-10 | 0000833040-22-000004 |
| 2021-02-03 | 10:06 ET | [DEF 14A](/filings/0000833040-21-000002.md) | Proxy statement, period 2021-03-11 | 0000833040-21-000002 |
| 2020-01-31 | 11:26 ET | [DEF 14A](/filings/0000833040-20-000005.md) | Proxy statement, period 2020-03-12 | 0000833040-20-000005 |
| 2019-01-31 | 17:07 ET | [DEF 14A](/filings/0001137439-19-000038.md) | Proxy statement, period 2019-03-14 | 0001137439-19-000038 |
| 2018-02-02 | 15:27 ET | [DEF 14A](/filings/0000833040-18-000005.md) | Proxy statement, period 2018-03-16 | 0000833040-18-000005 |
| 2017-02-08 | 14:58 ET | [DEF 14A](/filings/0000833040-17-000006.md) | Proxy statement, period 2017-03-24 | 0000833040-17-000006 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 833040
- Tickers: FT
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: FL
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 13:35 ET. No prices; not investment advice.