FRANKLIN COVEY CO - Common Stock (FC)

CUSIP: 353469109

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / Common Stock
Shares outstanding
11,546,235
Total 13F shares
8,858,678
Share change
-541,350
Total reported value
$386,949,997
Put/Call ratio
252%
Price per share
$43.68
Number of holders
112
Value change
-$21,212,115
Number of buys
63
Number of sells
62

Quarterly Holders Quick Answers

What is CUSIP 353469109?
CUSIP 353469109 identifies FC - FRANKLIN COVEY CO - Common Stock in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of FC - FRANKLIN COVEY CO - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
BlackRock Finance, Inc.
13F
Company
9.1%
1,053,044
$40,510,602 31 Mar 2023
13F
VANGUARD GROUP INC
13F
Company
5.9%
678,055
$26,084,775 31 Mar 2023
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
4.8%
559,434
$21,521,439 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
4.3%
495,678
$19,067,309 31 Mar 2023
13F
Pembroke Management, LTD
13F
Company
4%
462,335
$17,786,027 31 Mar 2023
13F
RICE HALL JAMES & ASSOCIATES, LLC
13F
Company
3.8%
439,998
$16,926,721 31 Mar 2023
13F
Blue Grotto Capital, LLC
13F
Company
2.9%
332,511
$12,791,698 31 Mar 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
2.5%
286,379
$11,017,000 31 Mar 2023
13F
Bares Capital Management, Inc.
13F
Company
2.4%
273,060
$10,504,618 31 Mar 2023
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
2.2%
256,024
$9,845,000 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2.1%
240,360
$9,246,649 31 Mar 2023
13F
STATE STREET CORP
13F
Company
2.1%
237,084
$9,120,621 31 Mar 2023
13F
TOWNSQUARE CAPITAL LLC
13F
Company
2%
234,536
$9,022,600 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
2%
230,347
$8,861,449 31 Mar 2023
13F
FEDERATED HERMES, INC.
13F
Company
1.9%
225,107
$8,659,866 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
1.5%
175,202
$6,740,000 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
1.4%
165,697
$6,374,364 31 Mar 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
1.3%
146,303
$5,628,000 31 Mar 2023
13F
Acuitas Investments, LLC
13F
Company
1.1%
128,385
$4,938,971 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
1.1%
124,743
$4,798,863 31 Mar 2023
13F
CITADEL ADVISORS LLC
13F
Company
1%
120,237
$4,625,517 31 Mar 2023
13F
Kent Lake Capital LLC
13F
Company
1%
120,024
$4,617,323 31 Mar 2023
13F
Hillsdale Investment Management Inc.
13F
Company
0.94%
108,050
$4,156,684 31 Mar 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.92%
106,131
$4,082,859 31 Mar 2023
13F
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
Company
0.9%
103,904
$3,997,187 31 Mar 2023
13F
NORGES BANK
13F
Company
0.89%
102,900
$3,958,563 31 Mar 2023
13F
Lapides Asset Management, LLC
13F
Company
0.85%
98,400
$3,785,000 31 Mar 2023
13F
BRASADA CAPITAL MANAGEMENT, LP
13F
Company
0.81%
93,751
$3,606,601 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.78%
90,020
$3,463,069 31 Mar 2023
13F
GLOBEFLEX CAPITAL L P
13F
Company
0.73%
84,383
$3,246,214 31 Mar 2023
13F
INTREPID CAPITAL MANAGEMENT INC
13F
Company
0.66%
76,132
$2,928,798 31 Mar 2023
13F
PANAGORA ASSET MANAGEMENT INC
13F
Company
0.6%
69,598
$2,677,435 31 Mar 2023
13F
COOPER CREEK PARTNERS MANAGEMENT LLC
13F
Company
0.6%
69,466
$2,672,000 31 Mar 2023
13F
OBERWEIS ASSET MANAGEMENT INC/
13F
Company
0.59%
68,200
$2,623,654 31 Mar 2023
13F
Praetorian PR LLC
13F
Company
0.58%
67,194
$2,584,953 31 Mar 2023
13F
DEUTSCHE BANK AG\
13F
Company
0.58%
66,654
$2,564,179 31 Mar 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
0.51%
59,253
$2,279,463 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
0.49%
56,040
$2,155,859 31 Mar 2023
13F
TWO SIGMA ADVISERS, LP
13F
Company
0.48%
55,900
$2,150,473 31 Mar 2023
13F
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
Company
0.48%
55,755
$2,144,895 31 Mar 2023
13F
SEI INVESTMENTS CO
13F
Company
0.48%
55,676
$2,141,791 31 Mar 2023
13F
Worth Venture Partners, LLC
13F
Company
0.48%
55,174
$2,122,544 31 Mar 2023
13F
Invesco Ltd.
13F
Company
0.45%
51,504
$1,981,359 31 Mar 2023
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
0.43%
49,628
$1,909,189 31 Mar 2023
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
0.41%
47,584
$1,830,556 31 Mar 2023
13F
ROYCE & ASSOCIATES LP
13F
Company
0.35%
40,100
$1,542,647 31 Mar 2023
13F
Clifton Todd Davis
3/4/5
VP People Services
class O/S missing
30,176
$1,239,027 14 Oct 2022
Eschler Asset Management LLP
13F
Company
0.27%
30,765
$1,183,530 31 Mar 2023
13F
ADVISORY RESEARCH INC
13F
Company
0.26%
30,370
$1,168,334 31 Mar 2023
13F
Swiss National Bank
13F
Company
0.23%
27,000
$1,038,690 31 Mar 2023
13F

Institutional Holders of FRANKLIN COVEY CO - Common Stock (FC) as of Q2 2023

As of 30 Jun 2023, FRANKLIN COVEY CO - Common Stock (FC) was held by 112 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,858,678 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., RICE HALL JAMES & ASSOCIATES, LLC, DIMENSIONAL FUND ADVISORS LP, Bares Capital Management, Inc., Pembroke Management, LTD, GEODE CAPITAL MANAGEMENT, LLC, STATE STREET CORP, and TOWNSQUARE CAPITAL LLC. This page lists 112 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
119
Q2 2023 holders
112
Holder diff
-7
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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