Franklin CoveyFC
13F holders, Q4 2025 (December 31)107holders −6
14new positions
20sold out
4famous investors
$16.78avg. 13F price*
At the end of Q4 2025, 107 institutions reported holding Franklin Covey Co. (FC) in their 13F filings, down 6 from Q3 2025. 14 opened new positions and 20 sold out. The largest holders were Alliancebernstein L.P. ($19.2M), BlackRock, Inc. ($16.5M) and Vanguard Group Inc. ($11.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Franklin Covey Co.
- CUSIP
- 353469109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $1.8M |
| Exits | 20 | $5.4M |
All 13F filers, Q3 2025 → Q4 2025: 616,578 shares bought and 1,621,882 shares sold, net −1,005,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Alliancebernstein L.P. | 0.01% | Add +8.7% | 1,143,853 | $19.2M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 985,333 | $16.5M |
| Vanguard Group Inc. | 0.00% | Reduce -4.7% | 667,247 | $11.2M |
| Rice Hall James & Associates, LLC | 0.44% | Reduce -0.7% | 480,654 | $8.1M |
| Royce & Associates LP | 0.08% | Reduce -46.4% | 448,999 | $7.5M |
| Federated Hermes, Inc. | 0.01% | Add +83.9% | 376,393 | $6.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -10.3% | 319,302 | $5.4M |
| Punch & Associates Investment Management, Inc. | 0.31% | Reduce -47.1% | 312,870 | $5.2M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 301,459 | $5.1M |
| Acadian Asset Management LLC | 0.01% | Reduce -7.1% | 275,974 | $4.6M |
| State Street Corp. | 0.00% | Reduce -0.8% | 239,118 | $4.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.38% | No change | 175,000 | $2.9M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +7.8% | 172,493 | $2.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -1.7% | 171,303 | $2.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -25.5% | 146,837 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -9.8% | 132,986 | $2.2M |
| Morgan Stanley | 0.00% | Add +13.6% | 122,840 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -11.4% | 117,203 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +36.9% | 116,658 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -18.6% | 103,469 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +30.3% | 102,705 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 93,961 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.5% | 84,158 | $1.4M |
| Cooper Creek Partners Management LLC | 0.06% | No change | 69,466 | $1.2M |
| Millennium Management | 0.00% | Reduce -73.3% | 69,457 | $1.2M |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -41.8% | 68,200 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.09% | Reduce -8.7% | 66,336 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -52.8% | 63,764 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +184.0% | 63,421 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 57,288 | $961K |
| Marshall Wace, LLP | 0.00% | New | 51,334 | $861K |
| American Century Companies Inc. | 0.00% | Add +56.2% | 48,129 | $808K |
| Two Sigma Advisers, LP | 0.00% | Add +27.7% | 46,100 | $774K |
| SummerHaven Investment Management, LLC | 0.39% | No change | 40,819 | $685K |
| Quantinno Capital Management LP | 0.00% | Add +113.5% | 37,917 | $636K |
| Globeflex Capital L P | 0.10% | No change | 37,817 | $635K |
| Jane Street Group, LLC | 0.00% | Add +30.2% | 37,598 | $631K |
| Bank of New York Mellon Corp | 0.00% | Add +2.9% | 36,517 | $613K |
| T. Rowe Price Associates Inc. | 0.00% | Add +51.3% | 34,518 | $580K |
| AQR Capital Management | 0.00% | Reduce -22.0% | 32,213 | $541K |
| Barclays PLC | 0.00% | Add +54.3% | 30,174 | $506K |
| UBS Group AG | 0.00% | Add +59.3% | 28,418 | $477K |
| Illumine Investment Management, LLC | 0.34% | Add +6.9% | 27,428 | $460K |
| Nuveen, LLC | 0.00% | No change | 25,793 | $433K |
| Invesco Ltd. | 0.00% | Add +10.5% | 21,553 | $362K |
| State of Wisconsin Investment Board | 0.00% | Add +8.1% | 21,350 | $358K |
| STRS Ohio | 0.00% | Add +10.6% | 20,800 | $349K |
| Franklin Resources Inc. | 0.00% | Reduce -14.0% | 20,209 | $339K |
| EP Wealth Advisors, LLC | 0.00% | — | 16,353 | $274K |
| Gsa Capital Partners LLP | 0.02% | New | 16,043 | $269K |
| Tidal Investments LLC | 0.00% | Reduce -3.1% | 15,232 | $256K |
| Bridge City Capital, LLC | 0.07% | No change | 15,080 | $253K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 14,923 | $250K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -3.9% | 14,838 | $249K |
| Exchange Traded Concepts, LLC | 0.00% | Add +6.1% | 14,823 | $249K |
| Voya Investment Management LLC | 0.00% | Add +1.7% | 14,667 | $246K |
| Rhumbline Advisers | 0.00% | Reduce -11.0% | 14,552 | $244K |
| Man Group plc | 0.00% | New | 13,461 | $226K |
| XTX Topco Ltd | 0.01% | Reduce -1.0% | 12,800 | $215K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 12,650 | $212K |
| HSBC Holdings PLC | 0.00% | New | 12,347 | $209K |
| Numerai GP LLC | 0.02% | Reduce -22.9% | 12,109 | $203K |
| Partners Capital Investment Group, LLP | 0.01% | No change | 11,924 | $200K |
| Wells Fargo & Company | 0.00% | Add +71.8% | 11,831 | $199K |
| McMorgan & Co. LLC | 0.03% | Reduce -87.3% | 11,064 | $186K |
| Raymond James Financial Inc. | 0.00% | Reduce -48.9% | 10,616 | $178K |
| AlphaQuest LLC | 0.01% | Reduce -62.0% | 8,271 | $139K |
| FMR LLC | 0.00% | Reduce -10.0% | 6,944 | $117K |
| MetLife Investment Management, LLC | 0.00% | No change | 6,564 | $110K |
| New York State Common Retirement Fund | 0.00% | No change | 5,098 | $86K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.9% | 4,977 | $84K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.8% | 4,955 | $83K |
| BNP Paribas Financial Markets | 0.00% | Add +8.3% | 2,422 | $41K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,389 | $40K |
| State of Alaska, Department of Revenue | 0.00% | New | 1,902 | $31K |
| Wiser Advisor Group LLC | 0.03% | No change | 1,812 | $30K |
| Royal Bank of Canada | 0.00% | Reduce -94.9% | 1,753 | $29K |
| Legal & General Group Plc | 0.00% | Reduce -2.1% | 1,205 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,203 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | Add +150.0% | 1,130 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +8.6% | 843 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 704 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -19.7% | 663 | $11K |
| Nisa Investment Advisors, LLC | 0.00% | New | 641 | $11K |
| Covestor Ltd | 0.00% | Add +10.6% | 439 | $8K |
| Cwm, LLC | 0.00% | Reduce -74.7% | 502 | $8K |
| Amalgamated Bank | 0.00% | Reduce -21.9% | 339 | $6K |
| Citigroup Inc. | 0.00% | Reduce -65.3% | 344 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 205 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +342.9% | 186 | $3K |
| Optiver Holding B.V. | 0.00% | No change | 184 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +29.4% | 163 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 113 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 110 | $2K |
| Los Angeles Capital Management LLC | 0.00% | New | 104 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 72 | $1K |
| Simplex Trading, LLC | 0.00% | New | 55 | $922 |
| Raffa Wealth Management, LLC | 0.00% | New | 47 | $789 |
| IFP Advisors, Inc | 0.00% | Add +84.0% | 46 | $772 |
| Rothschild Investment LLC | 0.00% | No change | 40 | $671 |
| GAMMA Investing LLC | 0.00% | Reduce -72.3% | 18 | $302 |
| Versant Capital Management, Inc | 0.00% | Reduce -98.1% | 14 | $235 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9 | $151 |
| Essential Partners LLC | 0.00% | Reduce -86.0% | 6 | $101 |
| Arax Advisory Partners | 0.00% | Reduce -98.3% | 5 | $84 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.7% | 5 | $84 |
| True Wealth Design, LLC | 0.00% | Reduce -98.4% | 1 | $17 |
"% of holder's portfolio" is FC's weight in each manager's 13F, not the share of Franklin Covey Co. the manager owns.