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 2026
Institutional positions in Franklin Covey Co as of Mar 31, 2026. 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
- 107
- +1 vs. Q4 2025
- Shares held
- 8.35M
- +567.4K (+7.3%) vs. Q4 2025
- Total value
- $132.9M
- +$2.29M (+1.8%) vs. Q4 2025
- New holders
- 20
- 40 more added
- Sold out
- 19
- 34 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 112 | $191.9M |
| Q1 2026 | 107 | $132.9M |
| Q4 2025 | 107 | $141.8M |
| Q3 2025 | 113 | $183.2M |
| Q2 2025 | 122 | $218.7M |
| Q1 2025 | 131 | $274.2M |
| Q4 2024 | 138 | $371.1M |
| Q3 2024 | 129 | $404.4M |
| Q2 2024 | 117 | $378.7M |
| Q1 2024 | 123 | $384.9M |
| Q4 2023 | 119 | $403.3M |
| Q3 2023 | 121 | $386.6M |
| Q2 2023 | 115 | $387.2M |
| Q1 2023 | 122 | $361.9M |
| Q4 2022 | 136 | $439.8M |
| Q3 2022 | 133 | $430.6M |
| Q2 2022 | 120 | $412.0M |
| Q1 2022 | 108 | $383.2M |
| Q4 2021 | 104 | $381.1M |
| Q3 2021 | 97 | $324.1M |
| Q2 2021 | 80 | $247.8M |
| Q1 2021 | 79 | $224.2M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Franklin Covey Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $16 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $32 | 0.00% | +2 | New |
| Root Financial Partners, LLC | 3 | $47 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $64 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $79 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $95 | 0.00% | +5+500.0% | Added |
| Rothschild Investment LLC | 11 | $174 | 0.00% | −29−72.5% | Reduced |
| Advisory Services Network, LLC | 11 | $174 | 0.00% | +11 | New |
| Simplex Trading, LLC | 14 | $221 | 0.00% | −41−74.5% | Reduced |
| Farther Finance Advisors, LLC | 21 | $339 | 0.00% | −92−81.4% | Reduced |
| Wealth Preservation Advisors, LLC | 27 | $426 | 0.00% | +27 | New |
| UBS Asset Management Americas Inc | 28 | $442 | 0.00% | +19+211.1% | Added |
| IFP Advisors, Inc | 41 | $647 | 0.00% | −5−10.9% | Reduced |
| Raffa Wealth Management, LLC | 47 | $742 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 70 | $1.11K | 0.00% | +70 | New |
| Federation des caisses Desjardins du Quebec | 72 | $1.14K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 82 | $1.29K | 0.00% | +82 | New |
| Sterling Capital Management LLC | 104 | $1.64K | 0.00% | −59−36.2% | Reduced |
| Essential Partners LLC | 111 | $1.75K | 0.00% | +105+1,750.0% | Added |
| Optiver Holding B.V. | 112 | $1.77K | 0.00% | −72−39.1% | Reduced |
| GAMMA Investing LLC | 200 | $3.16K | 0.00% | +182+1,011.1% | Added |
| EverSource Wealth Advisors, LLC | 207 | $3.27K | 0.00% | +207 | New |
| Massmutual Trust Co FSB | 248 | $3.92K | 0.00% | +62+33.3% | Added |
| SRS Capital Advisors, Inc. | 380 | $6.00K | 0.00% | +375+7,500.0% | Added |
| California State Teachers Retirement System | 583 | $9.21K | 0.00% | −80−12.1% | Reduced |
| Citigroup Inc | 608 | $9.60K | 0.00% | +264+76.7% | Added |
| Covestor Ltd | 653 | $10.0K | 0.01% | +214+48.7% | Added |
| The PNC Financial Services Group, Inc. | 742 | $11.7K | 0.00% | −388−34.3% | Reduced |
| UMA Financial Services, Inc. | 769 | $12.1K | 0.00% | +65+9.2% | Added |
| Versant Capital Management, Inc | 904 | $14.3K | 0.00% | +890+6,357.1% | Added |
| Legal & General Group Plc | 1,037 | $16.4K | 0.00% | −168−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,203 | $19.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,338 | $21.0K | 0.00% | −415−23.7% | Reduced |
| Wiser Advisor Group LLC | 1,812 | $28.6K | 0.03% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,902 | $30.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,228 | $35.2K | 0.00% | −194−8.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,389 | $37.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,827 | $44.6K | 0.00% | +1,984+235.3% | Added |
| CWM, LLC | 3,002 | $47.4K | 0.00% | +2,500+498.0% | Added |
| Wells Fargo & Company | 3,605 | $56.9K | 0.00% | −8,226−69.5% | Reduced |
| JPMorgan Chase & Co | 4,516 | $70.1K | 0.00% | −439−8.9% | Reduced |
| Vanguard Global Advisers, LLC | 4,512 | $71.2K | 0.00% | +4,512 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,073 | $80.1K | 0.00% | +96+1.9% | Added |
| New York State Common Retirement Fund | 5,098 | $80.5K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,044 | $158.6K | 0.00% | +10,044 | New |
| UBS Group AG | 10,331 | $163.1K | 0.00% | −18,087−63.6% | Reduced |
| Mercer Global Advisors Inc | 10,490 | $165.6K | 0.00% | +10,490 | New |
| FMR LLC | 11,384 | $179.8K | 0.00% | +4,440+63.9% | Added |
| SEI Investments Co | 11,685 | $184.5K | 0.00% | +11,685 | New |
| Inscription Capital, LLC | 11,794 | $186.2K | 0.02% | +11,794 | New |
| Arrowstreet Capital, Limited Partnership | 12,005 | $189.6K | 0.00% | −134,832−91.8% | Reduced |
| Rhumbline Advisers | 12,623 | $199.3K | 0.00% | −1,929−13.3% | Reduced |
| Soltis Investment Advisors LLC | 14,877 | $234.9K | 0.02% | +39+0.3% | Added |
| Public Employees Retirement System of Ohio | 14,923 | $235.6K | 0.00% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 15,341 | $242.2K | 0.01% | +3,417+28.7% | Added |
| Toroso Investments, LLC | 15,352 | $242.4K | 0.00% | +120+0.8% | Added |
| Voya Investment Management LLC | 15,480 | $244.4K | 0.00% | +813+5.5% | Added |
| EP Wealth Advisors, LLC | 16,140 | $254.9K | 0.00% | −213−1.3% | Reduced |
| CWC Advisors, LLC. | 16,635 | $262.7K | 0.13% | +16,635 | New |
| Barclays PLC | 16,729 | $264.2K | 0.00% | −13,445−44.6% | Reduced |
| Citadel Advisors LLC | 18,428 | $291.0K | 0.00% | +18,428 | New |
| Exchange Traded Concepts, LLC | 18,878 | $298.1K | 0.00% | +4,055+27.4% | Added |
| Bridge City Capital, LLC | 19,116 | $301.8K | 0.08% | +4,036+26.8% | Added |
| Quadrature Capital Ltd | 20,307 | $320.6K | 0.00% | +20,307 | New |
| STRS Ohio | 20,800 | $328.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 22,579 | $356.5K | 0.00% | +1,026+4.8% | Added |
| Raymond James Financial Inc | 22,598 | $356.8K | 0.00% | +11,982+112.9% | Added |
| Globeflex Capital L P | 28,427 | $448.9K | 0.07% | −9,390−24.8% | Reduced |
| Franklin Resources Inc | 29,122 | $459.8K | 0.00% | +8,913+44.1% | Added |
| Ameriprise Financial Inc | 29,408 | $464.4K | 0.00% | −27,880−48.7% | Reduced |
| SummerHaven Investment Management, LLC | 32,130 | $507.3K | 0.31% | −8,689−21.3% | Reduced |
| Nuveen, LLC | 33,567 | $530.0K | 0.00% | +7,774+30.1% | Added |
| Bank of New York Mellon Corp | 35,646 | $562.9K | 0.00% | −871−2.4% | Reduced |
| Price T Rowe Associates Inc | 36,786 | $581.0K | 0.00% | +2,268+6.6% | Added |
| D. E. Shaw & Co., Inc. | 50,000 | $789.5K | 0.00% | −53,469−51.7% | Reduced |
| XTX Topco Ltd | 53,594 | $846.2K | 0.01% | +40,794+318.7% | Added |
| Russell Investments Group, Ltd. | 64,476 | $1.02M | 0.00% | +712+1.1% | Added |
| Bridgeway Capital Management, LLC | 68,200 | $1.08M | 0.02% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 68,369 | $1.08M | 0.00% | +68,369 | New |
| Quantinno Capital Management LP | 69,312 | $1.09M | 0.00% | +31,395+82.8% | Added |
| Cooper Creek Partners Management LLC | 69,466 | $1.10M | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 77,023 | $1.22M | 0.00% | +39,425+104.9% | Added |
| Charles Schwab Investment Management Inc | 77,891 | $1.23M | 0.00% | −6,267−7.4% | Reduced |
| Deutsche Bank AG | 80,971 | $1.28M | 0.00% | −35,687−30.6% | Reduced |
| Renaissance Technologies LLC | 86,303 | $1.36M | 0.00% | −30,900−26.4% | Reduced |
| Northern Trust Corp | 87,169 | $1.38M | 0.00% | −6,792−7.2% | Reduced |
| Two Sigma Investments, LP | 104,288 | $1.65M | 0.00% | +40,867+64.4% | Added |
| Bank of America Corp | 107,151 | $1.69M | 0.00% | −25,835−19.4% | Reduced |
| AQR Capital Management LLC | 108,906 | $1.72M | 0.00% | +76,693+238.1% | Added |
| Morgan Stanley | 112,417 | $1.78M | 0.00% | −10,423−8.5% | Reduced |
| Vanguard Portfolio Management LLC | 113,664 | $1.79M | 0.00% | +113,664 | New |
| American Century Companies Inc | 116,187 | $1.83M | 0.00% | +68,058+141.4% | Added |
| Goldman Sachs Group Inc | 129,562 | $2.05M | 0.00% | +26,857+26.1% | Added |
| Millennium Management LLC | 140,796 | $2.22M | 0.00% | +71,339+102.7% | Added |
| Acadian Asset Management LLC | 159,832 | $2.52M | 0.00% | −116,142−42.1% | Reduced |
| Marshall Wace, LLP | 161,972 | $2.56M | 0.00% | +110,638+215.5% | Added |
| Herald Investment Management Ltd | 175,000 | $2.76M | 0.38% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 196,363 | $3.10M | 0.01% | +25,060+14.6% | Added |
| State Street Corp | 239,996 | $3.79M | 0.00% | +878+0.4% | Added |
| Geode Capital Management, LLC | 241,482 | $3.81M | 0.00% | −59,977−19.9% | Reduced |