Franklin Covey Co

Exchange: NYSE
Industry: Services-Management Services
SEC CIK: 0000886206

SEC filings (opens in a new tab)

No open-market purchases or sales by Franklin Covey Co insiders were filed in the last 90 days; 112 institutions reported holding it in 13F filings for Q2 2026, worth $191.9M in total; no superinvestor holds it.

Q1 2024 vs. Q4 2023

How the institutions holding Franklin Covey Co changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of FC: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	119	123	+4
Shares	9.27M	9.81M	+540.3K (+5.8%)
Value	$403.3M	$384.9M	−$18.4M (−4.6%)

New holders (24)

Institutions that held Franklin Covey Co at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to FC in Q1 2024
Institution	Shares	Value	% of portfolio
Wasatch Advisors Inc	174,794	$6.86M	0.04%
Harbor Capital Advisors, Inc.	31,424	$1.23M	0.16%
Invesco Ltd.	20,331	$798.2K	0.00%
Dynamic Technology Lab Private Ltd	16,501	$647.0K	0.07%
Aviva PLC	16,101	$632.1K	0.00%
Simplex Trading, LLC	14,605	$573.0K	0.02%
Eschler Asset Management LLP	11,743	$448.3K	0.29%
Centiva Capital, LP	6,185	$242.8K	0.01%
State Board of Administration of Florida Retirement System	6,267	$241.1K	0.00%
XTX Topco Ltd	5,805	$227.9K	0.03%
Mather Group, LLC.	1,686	$73.4K	0.00%
Allspring Global Investments Holdings, LLC	1,510	$59.3K	0.00%
Brown Brothers Harriman & Co	1,100	$43.2K	0.00%
Quadrant Capital Group LLC	502	$19.7K	0.00%
Advisor Group Holdings, Inc.	252	$9.89K	0.00%
Aquatic Capital Management LLC	200	$7.85K	0.00%
Altshuler Shaham Ltd	94	$3.69K	0.00%
US Bancorp	48	$1.88K	0.00%
Nisa Investment Advisors, LLC	23	$903	0.00%
Lindbrook Capital, LLC	9	$353	0.00%
GAMMA Investing LLC	4	$157	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2	$78	0.00%
CWM, LLC	7	$0	0.00%
Covestor Ltd	1	$0	0.00%

Sold out (20)

Institutions that held Franklin Covey Co at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of FC in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Acuitas Investments, LLC	67,422	$2.93M
Worth Venture Partners, LLC	34,405	$1.50M
ExodusPoint Capital Management, LP	22,064	$960.0K
HRT Financial LP	19,386	$843.0K
Jane Street Group, LLC	9,571	$416.6K
Partners Capital Investment Group, LLP	9,277	$403.8K
Mackenzie Financial Corp	7,573	$329.7K
EntryPoint Capital, LLC	5,930	$258.1K
Cambridge Investment Research Advisors, Inc.	5,494	$239.0K
Susquehanna International Group, LLP	5,295	$230.5K
Balyasny Asset Management LLC	4,960	$215.9K
Manufacturers Life Insurance Company, The	4,752	$206.9K
SG Americas Securities, LLC	3,566	$155.0K
Qube Research & Technologies Ltd	2,990	$130.2K
Quantbot Technologies LP	2,227	$96.9K
Robeco Institutional Asset Management B.V.	1,226	$53.4K
Parallel Advisors, LLC	367	$16.0K
Caldwell Sutter Capital, Inc.	40	$1.74K
AlphaMark Advisors, LLC	15	$1.00K
Farther Finance Advisors, LLC	5	$218