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 985k $17M 1% Dec 2025
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Vanguard Group 667k $11M -5% Dec 2025
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Rice Hall James & Associates 481k $8.1M -1% Dec 2025
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Royce & Associates 449k $7.5M -46% Dec 2025
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Federated Investors 376k $6.3M 84% Dec 2025
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Dimensional Fund Advisors 319k $5.4M -10% Dec 2025
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Punch & Associates Investment Management 313k $5.2M -47% Dec 2025
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Geode Capital Management 302k $5.1M 1% Dec 2025
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Acadian Asset Management 276k $4.6M -7% Dec 2025
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Millennium Management 260k $5.0M 886% Sep 2025
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State Street Corporation 239k $4.0M -1% Dec 2025
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Herald Investment Management 175k $2.9M 0% Dec 2025
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Jacobs Levy Equity Management 171k $2.9M -2% Dec 2025
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Hotchkis and Wiley Capital Management 160k $3.1M 23% Sep 2025
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Arrowstreet Capital, Limited Partnership 147k $2.5M -25% Dec 2025
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D. E. Shaw & Co 127k $2.5M 17% Sep 2025
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Renaissance Technologies 117k $2.0M -11% Dec 2025
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Bridgeway Capital Management 117k $2.3M 100% Sep 2025
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Deutsche Bank Aktiengesellschaft 117k $2.0M 37% Dec 2025
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Citadel Advisors 111k $2.2M 63% Sep 2025
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Goldman Sachs Group 103k $1.7M 30% Dec 2025
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Northern Trust 94k $1.6M -2% Dec 2025
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Charles Schwab Investment Management 84k $1.4M 1% Dec 2025
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Cooper Creek Partners Management 70k $1.2M 0% Dec 2025
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Harbor Capital Advisors 66k $1.1M -9% Dec 2025
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Russell Investments 64k $1.1M -53% Dec 2025
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Ameriprise Financial 57k $961k 1% Dec 2025
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Marshall Wace 51k $861k 100% Dec 2025
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American Century Companies 48k $808k 56% Dec 2025
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AQR Capital Management 41k $802k -23% Sep 2025
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SummerHaven Investment Management 41k $685k 0% Dec 2025
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Quantinno Capital Management 38k $636k 113% Dec 2025
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Globeflex Capital 38k $635k 0% Dec 2025
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Jane Street 38k $631k 30% Dec 2025
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Bank of New York Mellon 37k $613k 3% Dec 2025
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Two Sigma Advisers 36k $701k -22% Sep 2025
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Royal Bank of Canada 35k $677k 27% Sep 2025
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Barclays 30k $506k 54% Dec 2025
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UBS Group 28k $477k 59% Dec 2025
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Illumine Investment Management 27k $460k 7% Dec 2025
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Nuveen 26k $433k 0% Dec 2025
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Two Sigma Investments 22k $434k -41% Sep 2025
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Invesco 22k $362k 11% Dec 2025
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State of Wisconsin Investment Board 21k $358k 8% Dec 2025
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OTR - Nominee Name for The State Teachers Retirement Board of Ohio 21k $349k 11% Dec 2025
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Franklin Resources 20k $339k -14% Dec 2025
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EP Wealth Advisors 16k $274k 2% Dec 2025
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GSA Capital Partners 16k $269k 100% Dec 2025
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Toroso Investments 15k $256k -3% Dec 2025
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Bridge City Capital 15k $253k 0% Dec 2025
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Ohio Pers 15k $290k 100% Sep 2025
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Soltis Investment Advisors 15k $249k -4% Dec 2025
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Exchange Traded Concepts 15k $249k 6% Dec 2025
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Ing Investment Management 15k $246k 2% Dec 2025
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Rhumbline Advisers 15k $244k -11% Dec 2025
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Man Group 14k $226k 100% Dec 2025
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XTX Topco 13k $215k -1% Dec 2025
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Dynamic Technology Lab Private 13k $212k 100% Dec 2025
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Hsbc Holdings 12k $209k 100% Dec 2025
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Numerai GP 12k $203k -23% Dec 2025
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Partners Capital Investment Group 12k $200k 0% Dec 2025
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Wells Fargo & Company 12k $199k 72% Dec 2025
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Mcmorgan & Co 11k $186k -87% Dec 2025
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Raymond James Financial 11k $178k -49% Dec 2025
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Quest Partners 8.3k $139k -62% Dec 2025
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FMR 7.7k $150k 288% Sep 2025
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MetLife Investment Advisors 6.6k $110k 0% Dec 2025
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Jpmorgan Chase & Co 5.2k $100k 100% Sep 2025
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New York State Common Retirement Fund 5.1k $86k 0% Dec 2025
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Mirae Asset Global Etfs Holdings 5.0k $84k -4% Dec 2025
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Bnp Paribas Arbitrage, Snc 2.4k $41k 8% Dec 2025
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Police & Firemen's Retirement System of New Jersey 2.4k $40k 0% Dec 2025
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Alaska Retirement Management Board 1.9k $31k 100% Dec 2025
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Wiser Advisor Group 1.8k $30k 0% Dec 2025
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Legal & General Group 1.2k $20k -2% Dec 2025
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Summit Investment Advisors 1.2k $20k 0% Dec 2025
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Pnc Financial Services 1.1k $19k 150% Dec 2025
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Tower Research Capital 843.00 $14k 9% Dec 2025
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UMA Financial Services 704.00 $12k 0% Dec 2025
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California State Teachers Retirement System 663.00 $11k -20% Dec 2025
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NISA Investment Advisors 641.00 $11k 100% Dec 2025
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CWM 502.00 $8.0k -75% Dec 2025
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Covestor 439.00 $8.0k 11% Dec 2025
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Amalgamated Bank 339.00 $6.0k -22% Dec 2025
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Plante Moran Financial Advisors 205.00 $3.4k 100% Dec 2025
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Massmutual Trust 186.00 $3.1k 343% Dec 2025
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Optiver Holding B.V. 184.00 $3.1k 0% Dec 2025
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Sterling Capital Management 163.00 $2.7k 29% Dec 2025
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Farther Finance Advisors 113.00 $1.9k 100% Dec 2025
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Pinnacle Wealth Planning Services 110.00 $1.8k 100% Dec 2025
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Thomas Stevens, CFA" 104.00 $1.8k 100% Dec 2025
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Federation des caisses Desjardins du Quebec 72.00 $1.2k 0% Dec 2025
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Simplex Trading 55.00 $921.998000 100% Dec 2025
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IFP Advisors 46.00 $771.999600 84% Dec 2025
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Rothschild Investment 40.00 $671.000000 0% Dec 2025
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GAMMA Investing 18.00 $302.000400 -72% Dec 2025
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Hemington Wealth Management 16.00 $0 -33% Sep 2025
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Versant Capital Management 14.00 $234.999800 -98% Dec 2025
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Ubs Global Asset Management Americas 9.00 $151.000200 100% Dec 2025
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SRS Capital Advisors 5.00 $84.000000 -98% Dec 2025
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SBI Securities 5.00 $84.000000 -17% Dec 2025
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True Wealth Design 1.00 $17.000000 -98% Dec 2025
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Who sold out of Franklin Covey?

Fund or Company Name Date Sold Shares Held Valued At
Walleye Trading Advisors Sep 2025 51k $995k
Mackenzie Financial Sep 2025 24k $466k
PharVision Advisers Sep 2025 21k $411k
Victory Capital Management Sep 2025 20k $385k
EntryPoint Capital Sep 2025 17k $323k
Dean Investment Associates Jun 2025 16k $375k
SG Americas Securities Sep 2025 12k $239k
State of Wyoming Sep 2025 11k $219k
Bailard Sep 2025 11k $218k
Aquatic Capital Management Sep 2025 6.8k $131k
Quarry Sep 2025 3.8k $74k
EverSource Wealth Advisors Sep 2025 395.00 $7.6k
Huntington National Bank Sep 2025 279.00 $5.4k
Td Private Client Wealth Sep 2025 49.00 $951.001800
Private Wealth Management Group Sep 2025 32.00 $622.000000
Efficient Wealth Management Sep 2025 27.00 $0
Bare Financial Services Sep 2025 26.00 $505.000600
Advisory Services Network Sep 2025 11.00 $213.999500
Hartland & Co Sep 2025 1.00 $20.000000