FRANKLIN COVEY CO — Institutional Ownership
Which tracked institutions hold FC, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
18
Funds holding
$28187076
Total value held
Buying
10 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $14617088 | 925718 | -59615 | -6.05% |
| 2 | State Street Corp | $3789537 | 239996 | +878 | +0.37% |
| 3 | Goldman Sachs Group Inc | $2045784 | 129562 | +26857 | +26.15% |
| 4 | Morgan Stanley | $1775065 | 112417 | -10423 | -8.49% |
| 5 | Bank Of America Corp /De/ | $1691914 | 107151 | -25835 | -19.43% |
| 6 | Northern Trust Corp | $1376399 | 87169 | -6792 | -7.23% |
| 7 | Bank Of New York Mellon Corp | $562851 | 35646 | -871 | -2.39% |
| 8 | Ameriprise Financial Inc | $464352 | 29408 | -27880 | -48.67% |
| 9 | Franklin Resources Inc | $459837 | 29122 | +8913 | +44.10% |
| 10 | Invesco Ltd. | $361659 | 21553 | +2055 | +10.54% |
| 11 | Raymond James Financial Inc | $356822 | 22598 | +11982 | +112.87% |
| 12 | Barclays Plc | $264151 | 16729 | — | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $198524 | 11831 | +4945 | +71.81% |
| 14 | Sei Investments Co | $184512 | 11685 | — | NEW BUY |
| 15 | Royal Bank Of Canada | $21000 | 1338 | — | NEW BUY |
| 16 | Pnc Financial Services Group, Inc. | $11716 | 742 | -388 | -34.34% |
| 17 | Citigroup Inc | $5772 | 344 | -646 | -65.25% |
| 18 | Amalgamated Financial Corp. | $93 | 2051 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.