Who owns Franklin Covey?

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

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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
Alliancebernstein 1.1M $20M 70% Sep 2025
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BlackRock 972k $19M -4% Sep 2025
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Royce & Associates 838k $16M -16% Sep 2025
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Vanguard Group 700k $14M -2% Sep 2025
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Punch & Associates Investment Management 591k $12M 0% Sep 2025
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Rice Hall James & Associates 484k $9.4M -9% Sep 2025
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Dimensional Fund Advisors 356k $6.9M -1% Sep 2025
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Geode Capital Management 300k $5.8M -5% Sep 2025
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Acadian Asset Management 297k $5.8M -17% Sep 2025
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Millennium Management 260k $5.0M 886% Sep 2025
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State Street Corporation 241k $4.7M 1% Sep 2025
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Federated Investors 205k $4.0M 0% Sep 2025
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Arrowstreet Capital, Limited Partnership 197k $3.8M 0% Sep 2025
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Herald Investment Management 175k $3.4M 0% Sep 2025
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Jacobs Levy Equity Management 174k $3.4M 123% Sep 2025
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Hotchkis and Wiley Capital Management 160k $3.1M 23% Sep 2025
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Russell Investments 135k $2.6M -26% Sep 2025
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Renaissance Technologies 132k $2.6M -10% Sep 2025
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D. E. Shaw & Co 127k $2.5M 17% Sep 2025
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Morgan Stanley 125k $2.9M 100% Jun 2025
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Bridgeway Capital Management 117k $2.3M 100% Sep 2025
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Citadel Advisors 111k $2.2M 63% Sep 2025
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Northern Trust 96k $1.9M -6% Sep 2025
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Mcmorgan & Co 87k $1.7M -18% Sep 2025
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Deutsche Bank Aktiengesellschaft 85k $1.7M 0% Sep 2025
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Charles Schwab Investment Management 84k $1.6M -10% Sep 2025
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Goldman Sachs Group 79k $1.5M -67% Sep 2025
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Harbor Capital Advisors 73k $1.4M -71% Sep 2025
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Cooper Creek Partners Management 70k $1.3M 0% Sep 2025
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Ameriprise Financial 57k $1.1M 164% Sep 2025
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Walleye Trading Advisors 51k $995k 100% Sep 2025
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AQR Capital Management 41k $802k -23% Sep 2025
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SummerHaven Investment Management 41k $792k 100% Sep 2025
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Globeflex Capital 38k $734k 0% Sep 2025
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Two Sigma Advisers 36k $701k -22% Sep 2025
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Bank of New York Mellon 36k $689k -2% Sep 2025
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Royal Bank of Canada 35k $677k 27% Sep 2025
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American Century Companies 31k $598k -1% Sep 2025
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Jane Street 29k $561k -45% Sep 2025
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Nuveen 26k $501k 0% Sep 2025
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Illumine Investment Management 26k $498k 6% Sep 2025
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Mackenzie Financial 24k $466k -14% Sep 2025
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Franklin Resources 24k $456k -17% Sep 2025
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Two Sigma Investments 22k $434k -41% Sep 2025
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Quest Partners 22k $423k 65% Sep 2025
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PharVision Advisers 21k $411k 100% Sep 2025
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Raymond James Financial 21k $403k -3% Sep 2025
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Victory Capital Management 20k $385k 53% Sep 2025
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State of Wisconsin Investment Board 20k $383k 100% Sep 2025
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Barclays 20k $380k -19% Sep 2025
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Invesco 20k $379k 19% Sep 2025
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OTR - Nominee Name for The State Teachers Retirement Board of Ohio 19k $365k 0% Sep 2025
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UBS Group 18k $346k -47% Sep 2025
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Quantinno Capital Management 18k $345k -11% Sep 2025
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EntryPoint Capital 17k $323k 28% Sep 2025
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Rhumbline Advisers 16k $317k -3% Sep 2025
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EP Wealth Advisors 16k $367k 0% Jun 2025
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Toroso Investments 16k $305k -5% Sep 2025
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Numerai GP 16k $305k 16% Sep 2025
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Soltis Investment Advisors 15k $300k 0% Sep 2025
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Bridge City Capital 15k $293k 100% Sep 2025
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Ohio Pers 15k $290k 100% Sep 2025
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Ing Investment Management 14k $280k -13% Sep 2025
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Exchange Traded Concepts 14k $271k 100% Sep 2025
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XTX Topco 13k $251k 100% Sep 2025
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SG Americas Securities 12k $239k 75% Sep 2025
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Partners Capital Investment Group 12k $231k 0% Sep 2025
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State of Wyoming 11k $219k -22% Sep 2025
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Bailard 11k $218k 0% Sep 2025
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FMR 7.7k $150k 288% Sep 2025
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Wells Fargo & Company 6.9k $134k 16% Sep 2025
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Aquatic Capital Management 6.8k $131k 38% Sep 2025
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MetLife Investment Advisors 6.6k $127k 0% Sep 2025
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Mirae Asset Global Etfs Holdings 5.2k $101k -15% Sep 2025
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Jpmorgan Chase & Co 5.2k $100k -20% Sep 2025
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New York State Common Retirement Fund 5.1k $99k 0% Sep 2025
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Quarry 3.8k $74k 100% Sep 2025
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Police & Firemen's Retirement System of New Jersey 2.4k $46k 100% Sep 2025
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Bnp Paribas Arbitrage, Snc 2.2k $43k 99% Sep 2025
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CWM 2.0k $38k 82% Sep 2025
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Wiser Advisor Group 1.8k $35k 100% Sep 2025
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Legal & General Group 1.2k $24k 0% Sep 2025
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Summit Investment Advisors 1.2k $23k 0% Sep 2025
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California State Teachers Retirement System 826.00 $16k 0% Sep 2025
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Tower Research Capital 776.00 $15k -50% Sep 2025
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Versant Capital Management 747.00 $15k -44% Sep 2025
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UMA Financial Services 704.00 $14k 0% Sep 2025
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Pnc Financial Services 452.00 $8.8k 75% Sep 2025
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Amalgamated Bank 434.00 $8.0k 0% Sep 2025
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Covestor 397.00 $8.0k 7840% Sep 2025
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EverSource Wealth Advisors 395.00 $7.6k -3% Sep 2025
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SRS Capital Advisors 294.00 $5.7k 43% Sep 2025
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Huntington National Bank 279.00 $5.4k -28% Sep 2025
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Optiver Holding B.V. 184.00 $3.6k 100% Sep 2025
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Sterling Capital Management 126.00 $2.4k 88% Sep 2025
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Federation des caisses Desjardins du Quebec 72.00 $1.4k 100% Sep 2025
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GAMMA Investing 65.00 $1.3k -85% Sep 2025
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True Wealth Design 62.00 $1.2k 51% Sep 2025
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Td Private Client Wealth 49.00 $951.001800 100% Sep 2025
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Massmutual Trust 42.00 $815.001600 -11% Sep 2025
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Rothschild Investment 40.00 $776.000000 300% Sep 2025
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Private Wealth Management Group 32.00 $622.000000 -77% Sep 2025
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Efficient Wealth Management 27.00 $0 100% Sep 2025
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Bare Financial Services 26.00 $505.000600 100% Sep 2025
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Hemington Wealth Management 16.00 $0 -33% Sep 2025
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Advisory Services Network 11.00 $213.999500 100% Sep 2025
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SBI Securities 6.00 $115.999800 20% Sep 2025
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Garde Capital 5.00 $115.000000 0% Jun 2025
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Hartland & Co 1.00 $20.000000 100% Sep 2025
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Who sold out of Franklin Covey?

Fund or Company Name Date Sold Shares Held Valued At
Townsquare Capital Jun 2025 234k $5.3M
Y-Intercept Jun 2025 46k $1.0M
Lazard Asset Management Jun 2025 39k $885k
First Trust Advisors Jun 2025 36k $813k
Man Group Jun 2025 23k $533k
Axa Jun 2025 21k $478k
Aviva Jun 2025 21k $471k
Sei Investments Jun 2025 18k $403k
O'Keefe Stevens Advisory Jun 2025 17k $386k
Dean Investment Associates Jun 2025 16k $375k
PanAgora Asset Management Jun 2025 16k $373k
Principal Financial Group Jun 2025 16k $362k
Susquehanna International Jun 2025 15k $332k
Dean Capital Management Jun 2025 13k $302k
Henderson Group Mar 2025 13k $358k
Hsbc Holdings Jun 2025 10k $231k
Creative Planning Jun 2025 9.5k $217k
Us Bancorp Jun 2025 2.1k $47k
Jones Financial Companies, L.L Jun 2025 242.00 $5.7k
TD Waterhouse Canada Jun 2025 200.00 $4.8k
Skopos Labs Jun 2025 107.00 $2.4k
NISA Investment Advisors Jun 2025 95.00 $2.2k
SCBT Financial Corporation Jun 2025 62.00 $1.4k
Parallel Advisors Jun 2025 58.00 $1.3k
Farther Finance Advisors Jun 2025 42.00 $957.999000
Caldwell Sutter Capital Jun 2025 35.00 $799.001000
Parkside Financial Bank & Trust Jun 2025 25.00 $571.000000