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 118 institutions that hold shares in the stock, with a total of 9.92 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
184
shares
|
$2,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
126
shares
|
$1,888
0.0% of portfolio
|
Q3 2025
Added 88.06%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
72
shares
|
$1,079
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
62
shares
|
$929
0.0% of portfolio
|
Q3 2025
Added 51.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
49
shares
|
$734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
42
shares
|
$629
0.0% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
40
shares
|
$599
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
32
shares
|
$479
0.0% of portfolio
|
Q3 2025
Reduced 76.81%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
27
shares
|
$404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
26
shares
|
$389
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
18
shares
|
$269
0.0% of portfolio
|
Q4 2025
Reduced 72.31%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
16
shares
|
$239
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11
shares
|
$164
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6
shares
|
$89
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|