Institutional Ownership Franklin Covey CO (FC)
This table provides information about the institutional ownership of Franklin Covey CO (FC). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
29,117
shares
|
$607,380
0.0% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
27,915
shares
|
$582,306
0.0% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
25,087
shares
|
$523,314
0.0% of portfolio
|
Q1 2025
Added 144.8%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
24,698
shares
|
$515,200
0.0% of portfolio
|
Q1 2025
Added 195.32%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
23,700
shares
|
$494,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,673
shares
|
$472,958
0.0% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
22,332
shares
|
$465,845
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
22,248
shares
|
$464,093
0.5% of portfolio
|
Q1 2025
Added 118.74%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,785
shares
|
$454,435
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
20,657
shares
|
$430,905
0.0% of portfolio
|
Q1 2025
Reduced 54.7%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
19,759
shares
|
$412,172
0.0% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
18,577
shares
|
$387,516
0.07% of portfolio
|
Q1 2025
Reduced 31.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
18,128
shares
|
$378,150
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
16,427
shares
|
$342,667
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
15,484
shares
|
$322,996
0.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
15,433
shares
|
$321,932
0.04% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
14,941
shares
|
$311,669
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
14,274
shares
|
$297,755
0.0% of portfolio
|
Q1 2025
Added 135.74%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
13,878
shares
|
$289,495
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,855
shares
|
$289,015
0.01% of portfolio
|
Q4 2024
Added 25.06%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
13,700
shares
|
$285,782
0.0% of portfolio
|
Q3 2024
Added 34.31%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
13,315
shares
|
$277,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
12,479
shares
|
$260,311
0.13% of portfolio
|
Q1 2025
Added 29.83%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
11,609
shares
|
$242,163
0.0% of portfolio
|
Q1 2025
Reduced 59.07%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
11,325
shares
|
$236,239
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|