FRIAX

FRANKLIN UTILITIES ADV

Institutional Ownership · Q4 2025

Filing: Q4 2025

FRANKLIN UTILITIES ADV (FRIAX) is held by 12 institutional investors with combined holdings of $2M. Major holders include KELLEHER FINANCIAL ADVISO, NORTHSTAR ASSET MANAGEMEN, MOODY LYNN & LIEBERSON, L.

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Institutional Holders

Total Value

$2.4M

Ownership %

—

🏦 Top Institutional Holders

KELLEHER FINANCIAL ADVISORS

50.6K shares

$619.9K

NORTHSTAR ASSET MANAGEMENT Co

2.0K shares

$402.4K

MOODY LYNN & LIEBERSON, LLC

2.8K shares

$371.3K

Arvest Bank Trust Division

105.0K shares

$261.9K

TOWER BRIDGE ADVISORS

98.8K shares

$245.9K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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