Who owns Franklin Covey?

Tip: Access positions for across all investors

Analyze quarterly positions in Franklin Covey with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Franklin Covey stock

Who bought or sold Franklin Covey this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 680k $30M 2% Dec 2023
 View chart
Punch & Associates Investment Management 608k $27M 1% Dec 2023
 View chart
Rice Hall James & Associates 515k $20M -3% Mar 2024
 View chart
Dimensional Fund Advisors 476k $21M 0% Dec 2023
 View chart
Bares Capital Management 458k $20M 11% Dec 2023
 View chart
Bank of America Corporation 239k $10M -15% Dec 2023
 View chart
Townsquare Capital 235k $10M 0% Dec 2023
 View chart
Millennium Management 206k $9.0M -18% Dec 2023
 View chart
Federated Investors 177k $7.7M -5% Dec 2023
 View chart
Daniel D. Thurber 175k $6.9M 100% Mar 2024
 View chart
Blue Grotto Capital 144k $6.2M -13% Dec 2023
 View chart
Goldman Sachs Group 142k $6.2M -6% Dec 2023
 View chart
Hillsdale Investment Management 105k $4.6M 0% Dec 2023
 View chart
Charles Schwab Investment Management 90k $3.9M 1% Dec 2023
 View chart
Brasada Capital Management 90k $3.9M -7% Dec 2023
 View chart
Deutsche Bank Aktiengesellschaft 87k $3.8M 1313% Dec 2023
 View chart
PanAgora Asset Management 72k $3.2M -1% Dec 2023
 View chart
Acuitas Investments 67k $2.9M -29% Dec 2023
 View chart
Two Sigma Advisers 67k $2.9M 48% Dec 2023
 View chart
Two Sigma Investments 66k $2.9M 86% Dec 2023
 View chart
Thomas Stevens, CFA" 51k $2.0M -8% Mar 2024
 View chart
Man Group 50k $2.2M 6% Dec 2023
 View chart
Bank of New York Mellon 49k $1.9M -9% Mar 2024
 View chart
D. E. Shaw & Co 48k $2.1M -15% Dec 2023
 View chart
Citadel Advisors 45k $2.0M -32% Dec 2023
 View chart
Royce & Associates 40k $1.7M 0% Dec 2023
 View chart
Worth Venture Partners 34k $1.5M -29% Dec 2023
 View chart
Algert Coldiron Investors 32k $1.4M -11% Dec 2023
 View chart
Trexquant Investment 28k $1.2M 50% Dec 2023
 View chart
Hsbc Holdings 27k $1.2M 93% Dec 2023
 View chart
AQR Capital Management 23k $1.0M -55% Dec 2023
 View chart
UBS Group 23k $1.0M 45% Dec 2023
 View chart
Barclays 23k $992k 285% Dec 2023
 View chart
Swiss National Bank 22k $962k -15% Dec 2023
 View chart
Hrt Financial 19k $843k 57% Dec 2023
 View chart
Soltis Investment Advisors 16k $708k 0% Dec 2023
 View chart
EP Wealth Advisors 16k $700k 154% Dec 2023
 View chart
Squarepoint Ops 16k $692k 100% Dec 2023
 View chart
Rhumbline Advisers 16k $689k -1% Dec 2023
 View chart
Jpmorgan Chase & Co 16k $682k 15% Dec 2023
 View chart
T. Rowe Price Associates 16k $675k 31% Dec 2023
 View chart
Royal Bank of Canada 15k $638k -17% Dec 2023
 View chart
Simplex Trading 15k $573k 100% Mar 2024
 View chart
Teacher Retirement System Of Texas 13k $585k -19% Dec 2023
 View chart
Marshall Wace 13k $580k -11% Dec 2023
 View chart
Legal & General Group 13k $552k 0% Dec 2023
 View chart
Bailard 11k $498k 0% Dec 2023
 View chart
Bnp Paribas Arbitrage, Snc 9.8k $428k -31% Dec 2023
 View chart
Defined Wealth Management 9.8k $385k 0% Mar 2024
 View chart
OTR - Nominee Name for The State Teachers Retirement Board of Ohio 9.8k $426k 0% Dec 2023
 View chart
Credit Suisse 9.7k $424k -11% Dec 2023
 View chart
Jane Street 9.6k $417k 73% Dec 2023
 View chart
Partners Capital Investment Group 9.3k $404k 100% Dec 2023
 View chart
Mackenzie Financial 7.6k $330k 100% Dec 2023
 View chart
Alliancebernstein 7.4k $321k 0% Dec 2023
 View chart
Franklin Resources 6.9k $299k 0% Dec 2023
 View chart
Hancock Bank Trust Department 6.3k $273k -8% Dec 2023
 View chart
Van Eck Associates Corp. 6.2k $268k 2% Dec 2023
 View chart
MetLife Investment Advisors 6.1k $265k 0% Dec 2023
 View chart
Legato Capital Management 6.1k $238k 0% Mar 2024
 View chart
American International 5.8k $252k 0% Dec 2023
 View chart
Henderson Group 5.6k $243k 0% Dec 2023
 View chart
Ubs Global Asset Management Americas 5.4k $233k 0% Dec 2023
 View chart
New York State Common Retirement Fund 5.1k $222k 1% Dec 2023
 View chart
Balyasny Asset Management 5.0k $216k 100% Dec 2023
 View chart
GSA Capital Partners 4.9k $214k 100% Dec 2023
 View chart
Martingale Asset Management 4.8k $209k 0% Dec 2023
 View chart
SG Americas Securities 3.6k $155k 46% Dec 2023
 View chart
Citigroup 3.5k $154k 167% Dec 2023
 View chart
Wells Fargo & Company 3.1k $136k -23% Dec 2023
 View chart
Lazard Asset Management 2.9k $126k -53% Dec 2023
 View chart
State of Wyoming 2.9k $126k 100% Dec 2023
 View chart
Zurcher Kantonalbank 2.1k $84k 0% Mar 2024
 View chart
Gladius Capital Management 1.8k $79k -50% Dec 2023
 View chart
Mather Group 1.7k $73k 100% Mar 2024
 View chart
Allspring Global Investments Holdings 1.5k $59k 100% Mar 2024
 View chart
Summit Investment Advisors 1.2k $52k 0% Dec 2023
 View chart
Metropolitan Life Insurance Company 686.00 $30k 0% Dec 2023
 View chart
Amalgamated Bank 434.00 $17k -75% Mar 2024
 View chart
Parallel Advisors 367.00 $16k 125% Dec 2023
 View chart
Quest Partners 213.00 $9.3k 100% Dec 2023
 View chart
Lindbrook Capital 9.00 $352.999800 100% Mar 2024
 View chart
CWM 7.00 $0 100% Mar 2024
 View chart
Farther Finance Advisors 5.00 $218.000000 100% Dec 2023
 View chart
GAMMA Investing 4.00 $157.000000 100% Mar 2024
 View chart

Who sold out of Franklin Covey?

Fund or Company Name Date Sold Shares Held Valued At
Kent Lake Capital Sep 2023 50k $2.1M
Russell Investments Sep 2023 24k $1.0M
Millrace Asset Sep 2023 24k $1.0M
CornerCap Investment Counsel Sep 2023 12k $512k
Quadrature Capital Sep 2023 9.0k $387k
Summit Global Investments Sep 2023 7.7k $330k
Occudo Quantitative Strategies Sep 2023 7.6k $326k
Cambridge Investment Research Advisors Dec 2023 5.5k $239k
Modera Wealth Management Sep 2023 5.2k $223k
Aquatic Capital Management Sep 2023 2.5k $107k
Caldwell Sutter Capital Dec 2023 40.00 $1.7k
EverSource Wealth Advisors Sep 2023 24.00 $1.0k
AlphaMark Advisors Dec 2023 15.00 $1.0k
Signature Sep 2023 11.00 $472.000100