Franklin CoveyFC
13F holders, Q1 2025 (March 31)131holders −7
20new positions
27sold out
5famous investors
$27.61avg. 13F price*
At the end of Q1 2025, 131 institutions reported holding Franklin Covey Co. (FC) in their 13F filings, down 7 from Q4 2024. 20 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($28.8M), Royce & Associates LP ($25.8M) and Vanguard Group Inc. ($19.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Franklin Covey Co.
- CUSIP
- 353469109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.9M |
| Exits | 27 | $33.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,942,252 shares bought and 1,826,107 shares sold, net +116,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| BlackRock, Inc. | 0.00% | Reduce -9.9% | 1,042,071 | $28.8M |
| Royce & Associates LP | 0.28% | Add +564.6% | 935,669 | $25.8M |
| Vanguard Group Inc. | 0.00% | Reduce -3.3% | 711,027 | $19.6M |
| Alliancebernstein L.P. | 0.01% | Add +4.4% | 641,620 | $17.7M |
| Punch & Associates Investment Management, Inc. | 1.08% | Reduce -13.7% | 586,071 | $16.2M |
| Rice Hall James & Associates, LLC | 0.85% | Reduce -1.9% | 523,795 | $14.5M |
| Acadian Asset Management LLC | 0.03% | Add +45.4% | 422,357 | $11.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -12.1% | 384,034 | $10.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.8% | 312,508 | $8.6M |
| Harbor Capital Advisors, Inc. | 0.31% | Reduce -0.7% | 249,634 | $6.9M |
| State Street Corp. | 0.00% | Reduce -10.0% | 240,473 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.9% | 238,547 | $6.6M |
| Townsquare Capital LLC | 0.07% | Add +0.0% | 234,462 | $6.5M |
| Federated Hermes, Inc. | 0.01% | Reduce 0.0% | 176,619 | $4.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.90% | Add +9.4% | 175,000 | $4.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +3724.8% | 156,127 | $4.3M |
| Renaissance Technologies | 0.01% | Add +0.9% | 148,203 | $4.1M |
| Bank of America Corp. | 0.00% | Reduce -10.2% | 142,389 | $3.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +191.6% | 127,853 | $3.5M |
| Citadel Advisors | 0.00% | Add +154.8% | 116,551 | $3.2M |
| Nine Ten Capital Management LLC | 1.18% | Reduce -72.5% | 114,818 | $3.2M |
| Northern Trust Corp. | 0.00% | Reduce -9.9% | 108,768 | $3.0M |
| McMorgan & Co. LLC | 0.45% | Reduce -3.1% | 102,805 | $2.8M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | New | 93,370 | $2.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.9% | 91,821 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -0.2% | 87,648 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +274.3% | 84,874 | $2.3M |
| Lazard Asset Management LLC | 0.00% | Add +22.0% | 73,781 | $2.0M |
| Cooper Creek Partners Management LLC | 0.06% | No change | 69,466 | $1.9M |
| AQR Capital Management | 0.00% | Add +14.1% | 68,376 | $1.9M |
| Millennium Management | 0.00% | Reduce -8.5% | 56,682 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Add +38.5% | 55,166 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -10.4% | 51,600 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +5.0% | 51,428 | $1.4M |
| Man Group plc | 0.00% | Add +807.1% | 49,435 | $1.4M |
| Sei Investments Co. | 0.00% | Add +5.2% | 48,753 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 44,632 | $1.2M |
| Dean Investment Associates, LLC | 0.17% | Reduce -18.0% | 40,548 | $1.1M |
| Globeflex Capital L P | 0.10% | Reduce -8.7% | 38,386 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.15% | Add +379.5% | 37,600 | $1.0M |
| XTX Topco Ltd | 0.05% | Add +472.0% | 37,471 | $1.0M |
| First Trust Advisors LP | 0.00% | Reduce -3.0% | 34,796 | $961K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 34,006 | $939K |
| Marshall Wace, LLP | 0.00% | New | 33,899 | $936K |
| Trexquant Investment LP | 0.01% | Reduce -38.6% | 33,428 | $923K |
| Nuveen, LLC | 0.00% | — | 33,413 | $923K |
| Panagora Asset Management Inc. | 0.00% | Reduce -53.1% | 31,743 | $877K |
| Dean Capital Management | 0.35% | Reduce -11.5% | 29,492 | $815K |
| American Century Companies Inc. | 0.00% | Add +9.3% | 29,353 | $811K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -12.5% | 29,117 | $804K |
| Morgan Stanley | 0.00% | Reduce -51.1% | 27,128 | $749K |
| Franklin Resources Inc. | 0.00% | Add +144.8% | 25,087 | $693K |
| Mackenzie Financial Corp. | 0.00% | Add +195.3% | 24,698 | $682K |
| Wellington Management Group LLP | 0.00% | New | 23,700 | $655K |
| Ameriprise Financial Inc. | 0.00% | New | 22,964 | $634K |
| AXA S.A. | 0.00% | No change | 22,332 | $617K |
| Illumine Investment Management, LLC | 0.50% | Add +118.7% | 22,248 | $614K |
| UBS Group AG | 0.00% | Reduce -54.7% | 20,657 | $571K |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.3% | 20,214 | $559K |
| Aviva PLC | 0.00% | New | 19,848 | $548K |
| Susquehanna International Group, LLP | 0.00% | Add +195.6% | 19,013 | $525K |
| Legato Capital Management LLC | 0.07% | Reduce -31.3% | 18,577 | $513K |
| STRS Ohio | 0.00% | Add +27.7% | 17,500 | $483K |
| Rhumbline Advisers | 0.00% | Add +6.7% | 16,427 | $454K |
| Barclays PLC | 0.00% | Reduce -53.0% | 16,406 | $453K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.3% | 16,071 | $444K |
| AlphaQuest LLC | 0.05% | Add +254.2% | 15,962 | $441K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -1.8% | 15,433 | $426K |
| Tidal Investments LLC | 0.00% | Reduce -5.7% | 14,609 | $404K |
| HSBC Holdings PLC | 0.00% | Reduce -47.3% | 14,711 | $401K |
| SG Americas Securities, LLC | 0.00% | Add +135.7% | 14,274 | $394K |
| Invesco Ltd. | 0.00% | Add +11.6% | 13,878 | $383K |
| Victory Capital Management Inc. | 0.00% | New | 13,315 | $368K |
| Janus Henderson Group PLC | 0.00% | Add +131.1% | 12,787 | $358K |
| O'Keefe Stevens Advisory, Inc. | 0.11% | Add +29.8% | 12,479 | $345K |
| Martingale Asset Management L P | 0.01% | Add +28.4% | 12,184 | $337K |
| Partners Capital Investment Group, LLP | 0.01% | New | 11,924 | $329K |
| Teacher Retirement System of Texas | 0.00% | Reduce -59.1% | 11,609 | $321K |
| Bailard, Inc. | 0.01% | No change | 11,325 | $313K |
| Nebula Research & Development LLC | 0.03% | New | 9,992 | $276K |
| Intech Investment Management LLC | 0.00% | Add +83.9% | 9,942 | $275K |
| Defined Wealth Management, LLC | 0.18% | Reduce -0.0% | 9,806 | $271K |
| KLP Kapitalforvaltning As | 0.00% | Add +18.3% | 9,700 | $268K |
| Hancock Whitney Corp. | 0.01% | Add +13.1% | 9,301 | $257K |
| Citigroup Inc. | 0.00% | Reduce -16.4% | 8,456 | $234K |
| Engineers Gate Manager LP | 0.00% | Reduce -41.4% | 8,126 | $224K |
| Quantinno Capital Management LP | 0.00% | New | 7,449 | $206K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 7,388 | $204K |
| BNP Paribas Financial Markets | 0.00% | Reduce -29.4% | 6,916 | $191K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.9% | 6,703 | $185K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.0% | 6,564 | $181K |
| JPMorgan Chase & Co. | 0.00% | Reduce -80.0% | 6,457 | $178K |
| State of Wyoming | 0.02% | Add +12.7% | 6,443 | $178K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 5,505 | $152K |
| Wells Fargo & Company | 0.00% | Add +1.1% | 5,398 | $149K |
| New York State Common Retirement Fund | 0.00% | No change | 5,098 | $141K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -29.7% | 3,790 | $105K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,600 | $91K |
| Legal & General Group Plc | 0.00% | Reduce -80.3% | 2,937 | $81K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,389 | $66K |
| US Bancorp \de | 0.00% | New | 2,272 | $63K |
| Aquatic Capital Management LLC | 0.00% | Add +50.3% | 2,229 | $62K |
| Wiser Advisor Group LLC | 0.07% | No change | 1,812 | $50K |
| Amundi | 0.00% | New | 2,092 | $43K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,203 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -44.5% | 1,197 | $33K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 930 | $30K |
| New York State Teachers Retirement System | 0.00% | No change | 1,020 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +152.2% | 976 | $27K |
| California State Teachers Retirement System | 0.00% | Reduce -92.1% | 825 | $23K |
| Cwm, LLC | 0.00% | Add +56.0% | 710 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 704 | $19K |
| FMR LLC | 0.00% | Add +41.2% | 555 | $15K |
| Amalgamated Bank | 0.00% | No change | 434 | $12K |
| SouthState Bank Corp | 0.00% | New | 166 | $5K |
| Huntington National Bank | 0.00% | New | 101 | $3K |
| GAMMA Investing LLC | 0.00% | Add +148.3% | 72 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +407.1% | 71 | $2K |
| Arax Advisory Partners | 0.00% | New | 56 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 35 | $967 |
| Osaic Holdings, Inc. | 0.00% | No change | 25 | $690 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 22 | $608 |
| True Wealth Design, LLC | 0.00% | New | 14 | $387 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -83.5% | 14 | $387 |
| Sterling Capital Management LLC | 0.00% | No change | 12 | $331 |
| IFP Advisors, Inc | 0.00% | No change | 11 | $304 |
| Parallel Advisors, LLC | 0.00% | No change | 6 | $166 |
| Garde Capital, Inc. | 0.00% | New | 5 | $139 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $138 |
| Simplex Trading, LLC | 0.00% | New | 20 | $0 |
| Hemington Wealth Management | 0.00% | No change | 26 | $0 |
"% of holder's portfolio" is FC's weight in each manager's 13F, not the share of Franklin Covey Co. the manager owns.