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.
Q1 2025 vs. Q4 2024
How the institutions holding Franklin Covey Co changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 138 | 1 | 131 | −6 |
| Shares | 9.88M | 95.5K | 9.93M | +149.6K (+1.5%) |
| Value | $371.1M | $3.59M | $274.2M | −$93.3M (−25.4%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Franklin Covey Co at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 93,370 | $2.58M | 0.01% |
| Jacobs Levy Equity Management, Inc | 44,632 | $1.23M | 0.00% |
| Marshall Wace, LLP | 33,899 | $936.3K | 0.00% |
| Nuveen, LLC | 33,413 | $922.9K | 0.00% |
| Wellington Management Group LLP | 23,700 | $654.6K | 0.00% |
| Ameriprise Financial Inc | 22,964 | $634.3K | 0.00% |
| Aviva PLC | 19,848 | $548.2K | 0.00% |
| Victory Capital Management Inc | 13,315 | $367.8K | 0.00% |
| Partners Capital Investment Group, LLP | 11,924 | $329.3K | 0.01% |
| Nebula Research & Development LLC | 9,992 | $276.0K | 0.03% |
| Quantinno Capital Management LP | 7,449 | $205.7K | 0.00% |
| US Bancorp | 2,272 | $62.8K | 0.00% |
| Amundi | 2,092 | $42.9K | 0.00% |
| Aster Capital Management (DIFC) Ltd | 930 | $29.7K | 0.01% |
| South State Corp. | 166 | $4.58K | 0.00% |
| Huntington National Bank | 101 | $2.79K | 0.00% |
| SRS Capital Advisors, Inc. | 56 | $1.55K | 0.00% |
| EverSource Wealth Advisors, LLC | 22 | $608 | 0.00% |
| True Wealth Design, LLC | 14 | $387 | 0.00% |
| Garde Capital, Inc. | 5 | $139 | 0.00% |
| Simplex Trading, LLC | 20 | $0 | 0.00% |
Sold out (27)
Institutions that held Franklin Covey Co at the end of Q4 2024 and filed for Q1 2025 without it.
Not filed for Q1 2025 yet (1)
Institutions that held Franklin Covey Co at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 95,542 | $3.59M |