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Franklin Covey Co

FC
Exchange
NYSE
Industry
Services-Management Services
SEC CIK
0000886206

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.

13F holders, Q1 2024

Institutional positions in Franklin Covey Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
123
+4 vs. Q4 2023
Shares held
9.81M
+540.3K (+5.8%) vs. Q4 2023
Total value
$384.9M
−$18.4M (−4.6%) vs. Q4 2023
New holders
24
44 more added
Sold out
20
39 more reduced

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 123 institutions
Q1 2021: 79 institutionsQ2 2021: 80 institutionsQ3 2021: 97 institutionsQ4 2021: 104 institutionsQ1 2022: 108 institutionsQ2 2022: 120 institutionsQ3 2022: 133 institutionsQ4 2022: 136 institutionsQ1 2023: 122 institutionsQ2 2023: 115 institutionsQ3 2023: 121 institutionsQ4 2023: 119 institutionsQ1 2024: 123 institutionsQ2 2024: 117 institutionsQ3 2024: 129 institutionsQ4 2024: 138 institutionsQ1 2025: 131 institutionsQ2 2025: 122 institutionsQ3 2025: 113 institutionsQ4 2025: 107 institutionsQ1 2026: 107 institutionsQ2 2026: 112 institutions
Value heldQ1 2024: $384.9M
Q1 2021: $224.2MQ2 2021: $247.8MQ3 2021: $324.1MQ4 2021: $381.1MQ1 2022: $383.2MQ2 2022: $412.0MQ3 2022: $430.6MQ4 2022: $439.8MQ1 2023: $361.9MQ2 2023: $387.2MQ3 2023: $386.6MQ4 2023: $403.3MQ1 2024: $384.9MQ2 2024: $378.7MQ3 2024: $404.4MQ4 2024: $371.1MQ1 2025: $274.2MQ2 2025: $218.7MQ3 2025: $183.2MQ4 2025: $141.8MQ1 2026: $132.9MQ2 2026: $191.9M
Institutions holding FC and their total value by quarter
QuarterHoldersValue
Q2 2026112$191.9M
Q1 2026107$132.9M
Q4 2025107$141.8M
Q3 2025113$183.2M
Q2 2025122$218.7M
Q1 2025131$274.2M
Q4 2024138$371.1M
Q3 2024129$404.4M
Q2 2024117$378.7M
Q1 2024123$384.9M
Q4 2023119$403.3M
Q3 2023121$386.6M
Q2 2023115$387.2M
Q1 2023122$361.9M
Q4 2022136$439.8M
Q3 2022133$430.6M
Q2 2022120$412.0M
Q1 2022108$383.2M
Q4 2021104$381.1M
Q3 202197$324.1M
Q2 202180$247.8M
Q1 202179$224.2M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Franklin Covey Co; share changes are against Q4 2023.

Institutions holding FC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Manhattan Co2,400$94.2K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,142$84.1K0.00%00.0%Unchanged
Mather Group, LLC.1,686$73.4K0.00%+1,686New
Allspring Global Investments Holdings, LLC1,510$59.3K0.00%+1,510New
Ameritas Investment Partners, Inc.1,203$47.2K0.00%00.0%Unchanged
Brown Brothers Harriman & Co1,100$43.2K0.00%+1,100New
Wiser Advisor Group LLC905$35.5K0.06%00.0%Unchanged
Gladius Capital Management LP844$33.1K0.03%−971−53.5%Reduced
Metropolitan Life Insurance Co686$26.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC502$19.7K0.00%+502New
FMR LLC467$18.3K0.00%−60−11.4%Reduced
Amalgamated Bank434$17.0K0.00%−1,316−75.2%Reduced
Tower Research Capital LLC (TRC)357$14.0K0.00%−3,422−90.6%Reduced
Advisor Group Holdings, Inc.252$9.89K0.00%+252New
Aquatic Capital Management LLC200$7.85K0.00%+200New
Altshuler Shaham Ltd94$3.69K0.00%+94New
US Bancorp48$1.88K0.00%+48New
Nisa Investment Advisors, LLC23$9030.00%+23New
Lindbrook Capital, LLC9$3530.00%+9New
GAMMA Investing LLC4$1570.00%+4New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$780.00%+2New
CWM, LLC7$00.00%+7New
Covestor Ltd1$00.00%+1New
Acuitas Investments, LLC0$00.00%−67,422−100.0%Sold out
Worth Venture Partners, LLC0$00.00%−34,405−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−22,064−100.0%Sold out
HRT Financial LP0$00.00%−19,386−100.0%Sold out
Jane Street Group, LLC0$00.00%−9,571−100.0%Sold out
Partners Capital Investment Group, LLP0$00.00%−9,277−100.0%Sold out
Mackenzie Financial Corp0$00.00%−7,573−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−5,930−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−5,494−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−5,295−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−4,960−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−4,752−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,566−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−2,990−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,227−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−1,226−100.0%Sold out
Parallel Advisors, LLC0$00.00%−367−100.0%Sold out
Caldwell Sutter Capital, Inc.0$00.00%−40−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−15−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−5−100.0%Sold out