FRANKLIN COVEY CO - Common Stock (FC)

CUSIP: 353469109

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock
Shares outstanding
11,546,235
Total 13F shares
8,449,177
Share change
-1,005,191
Total reported value
$141,773,131
Price per share
$16.78
Number of holders
105
Value change
-$17,587,478
Number of buys
46
Number of sells
60

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
ALLIANCEBERNSTEIN L.P.
13D/G 13F
Company
9.5%
1,143,853
$22,190,748 +$1,768,756 31 Dec 2025
BlackRock, Inc.
13F 13D/G
Company
6.1%
from 13D/G
971,742
$18,861,512 30 Sep 2025
ROYCE & ASSOCIATES LP
13F
Company
7.3%
837,987
$16,265,328 30 Sep 2025
13F
VANGUARD GROUP INC
13F
Company
6.1%
699,992
$13,586,845 30 Sep 2025
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13D/G 13F
Company
4.4%
586,071
$12,155,113 $0 31 Dec 2024
Joel Clinton Peterson
3/4/5
Director
class O/S missing
245,602
$10,032,842 24 Jan 2025
RICE HALL JAMES & ASSOCIATES, LLC
13F
Company
4.2%
483,952
$9,393,499 30 Sep 2025
13F
Stephen D. Young
3/4/5
CFO
class O/S missing
200,456
$8,188,628 26 Nov 2024
DIMENSIONAL FUND ADVISORS LP
13F
Company
3.1%
355,792
$6,906,265 30 Sep 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2.6%
299,833
$5,821,043 30 Sep 2025
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
2.6%
297,133
$5,765,000 30 Sep 2025
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
2.2%
259,618
$5,039,185 30 Sep 2025
13F
STATE STREET CORP
13F
Company
2.1%
241,175
$4,681,207 30 Sep 2025
13F
Michael Sean Merrill Covey
3/4/5
President, Education Division
mixed-class rows
451,532
mixed-class rows
$4,426,975 -$102,788 13 Nov 2025
FEDERATED HERMES, INC.
13F
Company
1.8%
204,649
$3,972,237 30 Sep 2025
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
1.7%
197,021
$3,824,178 30 Sep 2025
13F
HERALD INVESTMENT MANAGEMENT Ltd
13F
Company
1.5%
175,000
$3,396,750 30 Sep 2025
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
1.5%
174,324
$3,383,629 30 Sep 2025
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
1.4%
159,943
$3,104,494 30 Sep 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
1.3%
147,429
$2,861,597 30 Sep 2025
13F
Russell Investments Group, Ltd.
13F
Company
1.2%
135,001
$2,620,377 30 Sep 2025
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
1.1%
132,303
$2,568,001 30 Sep 2025
13F
Paul S. Walker
3/4/5
CEO, Director, Director
1.2%
141,264
$2,527,212 13 Nov 2025
D. E. Shaw & Co., Inc.
13F
Company
1.1%
127,106
$2,467,127 30 Sep 2025
13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
1%
117,200
$2,274,852 30 Sep 2025
13F
MORGAN STANLEY
13F
Company
0.94%
108,128
$2,098,764 30 Sep 2025
13F
NORTHERN TRUST CORP
13F
Company
0.83%
96,141
$1,866,098 30 Sep 2025
13F
MCMORGAN & CO LLC
13F
Company
0.75%
86,792
$1,684,633 30 Sep 2025
13F
CITADEL ADVISORS LLC
13F
Company
0.74%
85,761
$1,664,621 30 Sep 2025
13F
DEUTSCHE BANK AG\
13F
Company
0.74%
85,219
$1,654,101 30 Sep 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.72%
83,702
$1,624,656 30 Sep 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.68%
78,838
$1,530,245 30 Sep 2025
13F
HARBOR CAPITAL ADVISORS, INC.
13F
Company
0.63%
72,628
$1,410,000 30 Sep 2025
13F
COOPER CREEK PARTNERS MANAGEMENT LLC
13F
Company
0.6%
69,466
$1,348,000 30 Sep 2025
13F
Clifton Todd Davis
3/4/5
VP People Services
class O/S missing
30,176
$1,239,027 14 Oct 2022
Colleen D. Dom
3/4/5
COO
0.53%
61,080
$1,194,724 13 Nov 2025
AMERIPRISE FINANCIAL INC
13F
Company
0.49%
56,753
$1,101,576 30 Sep 2025
13F
Walleye Capital LLC
13F
Company
0.44%
51,258
$994,918 30 Sep 2025
13F
Jennifer C. Colosimo
3/4/5
President, Enterprise Division
0.32%
37,336
$852,291 11 Jul 2025
AQR CAPITAL MANAGEMENT LLC
13F
Company
0.36%
41,316
$801,943 30 Sep 2025
13F
SummerHaven Investment Management, LLC
13F
Company
0.35%
40,819
$792,297 30 Sep 2025
13F
GLOBEFLEX CAPITAL L P
13F
Company
0.33%
37,817
$734,028 30 Sep 2025
13F
TWO SIGMA ADVISERS, LP
13F
Company
0.31%
36,100
$700,701 30 Sep 2025
13F
Bank of New York Mellon Corp
13F
Company
0.31%
35,482
$688,705 30 Sep 2025
13F
ROYAL BANK OF CANADA
13F
Company
0.3%
34,652
$673,000 30 Sep 2025
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.27%
30,805
$597,925 30 Sep 2025
13F
JANE STREET GROUP, LLC
13F
Company
0.25%
28,877
$560,503 30 Sep 2025
13F
Nuveen, LLC
13F
Company
0.22%
25,793
$500,642 30 Sep 2025
13F
Illumine Investment Management, LLC
13F
Company
0.22%
25,652
$497,905 30 Sep 2025
13F
MACKENZIE FINANCIAL CORP
13F
Company
0.21%
24,007
$465,976 30 Sep 2025
13F

Institutional Holders of FRANKLIN COVEY CO - Common Stock (FC) as of Q4 2025

As of 31 Dec 2025, FRANKLIN COVEY CO - Common Stock (FC) was held by 105 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,449,177 shares. The largest 10 holders included ALLIANCEBERNSTEIN L.P., BlackRock, Inc., VANGUARD GROUP INC, RICE HALL JAMES & ASSOCIATES, LLC, ROYCE & ASSOCIATES LP, FEDERATED HERMES, INC., DIMENSIONAL FUND ADVISORS LP, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., GEODE CAPITAL MANAGEMENT, LLC, and ACADIAN ASSET MANAGEMENT LLC. This page lists 105 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
110
Q4 2025 holders
105
Holder diff
-5
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 2025 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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