FRANKLIN COVEY CO — Institutional Ownership
Which tracked institutions hold FC, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
20
Funds holding
$54892515
Total value held
Buying
12 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $24191241 | 986190 | +60472 | +6.53% |
| 2 | Federated Hermes, Inc. | $10796978 | 440154 | +440154 | NEW BUY |
| 3 | State Street Corp | $5505415 | 224436 | -15560 | -6.48% |
| 4 | Goldman Sachs Group Inc | $3081875 | 125637 | -3925 | -3.03% |
| 5 | Morgan Stanley | $2822078 | 115046 | +2629 | +2.34% |
| 6 | Bank Of America Corp /De/ | $2438233 | 99398 | -7753 | -7.24% |
| 7 | Northern Trust Corp | $2082057 | 84878 | -2291 | -2.63% |
| 8 | Bank Of New York Mellon Corp | $820378 | 33444 | -2202 | -6.18% |
| 9 | Franklin Resources Inc | $703128 | 28664 | -458 | -1.57% |
| 10 | Invesco Ltd. | $574639 | 23426 | +23426 | NEW BUY |
| 11 | Raymond James Financial Inc | $496390 | 20236 | -2362 | -10.45% |
| 12 | Barclays Plc | $494304 | 20151 | +3422 | +20.46% |
| 13 | Sei Investments Co | $306395 | 12491 | +806 | +6.90% |
| 14 | Wells Fargo & Company/Mn | $210566 | 8584 | +4979 | +138.11% |
| 15 | Jpmorgan Chase & Co | $116585 | 4563 | +47 | +1.04% |
| 16 | Citigroup Inc | $112716 | 4595 | +4251 | +1235.76% |
| 17 | Ubs Group Ag | $81856 | 3337 | +3337 | NEW BUY |
| 18 | Royal Bank Of Canada | $40000 | 1613 | +275 | +20.55% |
| 19 | Pnc Financial Services Group, Inc. | $17588 | 717 | -25 | -3.37% |
| 20 | Amalgamated Financial Corp. | $93 | 2051 | +2051 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.