Franklin Covey (FC) Institutional Ownership

$18.01 +0.10 (+0.58%)

Closing price 09/11/2026 03:58 PM Eastern

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$17.96 -0.05 (-0.30%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 69.88%
Number of Institutional Buyers (last 12 months): 54
Total Institutional Inflows (last 12 months): $73.59M

Number of Institutional Sellers (last 12 months): 28
Total Institutional Outflows (last 12 months): $32.31M

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FC Institutional Buying and Selling by Quarter

Franklin Covey Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2026	California State Teachers Retirement System	3,189	$78K	0.0%	+447.0%	0.028%
8/20/2026	Mcmorgan & Co. LLC	8,519	$209K	0.0%	N/A	0.075%
8/19/2026	Hsbc Holdings PLC	14,555	$364K	0.0%	N/A	0.129%
8/18/2026	Empowered Funds LLC	9,627	$236K	0.0%	N/A	0.085%
8/18/2026	Public Employees Retirement System of Ohio	3,259	$80K	0.0%	N/A	0.029%
8/17/2026	Bank of America Corp DE	99,398	$2.44M	0.0%	N/A	0.880%
8/14/2026	Hsbc Holdings PLC	14,555	$364K	0.0%	N/A	0.129%
8/14/2026	Legal & General Group Plc	1,037	$25K	0.0%	N/A	0.009%
8/14/2026	Mcmorgan & Co. LLC	8,519	$209K	0.0%	N/A	0.075%
8/14/2026	Partners Capital Investment Group LLP	15,341	$376K	0.0%	N/A	0.136%
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8/13/2026	Globeflex Capital L P	28,427	$697K	0.1%	N/A	0.252%
8/12/2026	Compass Financial Management LLC	1,017	$36K	0.0%	N/A	0.009%
8/12/2026	EP Wealth Advisors LLC	16,900	$415K	0.0%	N/A	0.150%
8/12/2026	Ieq Capital LLC	9,046	$222K	0.0%	N/A	0.080%
8/7/2026	Citizens Financial Group Inc. RI	11,566	$385K	0.0%	N/A	0.102%
8/7/2026	BlackRock Inc.	986,190	$24.19M	0.0%	N/A	8.735%
8/7/2026	Deutsche Bank AG	52,045	$1.28M	0.0%	N/A	0.461%
8/7/2026	Rice Hall James & Associates LLC	495,654	$12.16M	0.6%	N/A	4.390%
8/6/2026	Bank of New York Mellon Corp	33,444	$820K	0.0%	N/A	0.296%
5/19/2026	Bank of America Corp DE	107,151	$1.69M	0.0%	-19.4%	0.951%
5/16/2026	Quantinno Capital Management LP	69,312	$1.09M	0.0%	+82.8%	0.615%
5/15/2026	Rice Hall James & Associates LLC	510,689	$8.06M	0.4%	+6.2%	4.531%
5/14/2026	Renaissance Technologies LLC	86,303	$1.36M	0.0%	-26.4%	0.766%
5/14/2026	Arrowstreet Capital Limited Partnership	12,005	$190K	0.0%	-91.8%	0.107%
5/14/2026	Sei Investments Co.	11,685	$185K	0.0%	N/A	0.104%
5/14/2026	Globeflex Capital L P	28,427	$449K	0.1%	-24.8%	0.252%
5/7/2026	Dimensional Fund Advisors LP	316,691	$5M	0.0%	-0.8%	2.810%
5/5/2026	Bank of New York Mellon Corp	35,646	$563K	0.0%	-2.4%	0.316%
4/16/2026	CWC Advisors LLC.	16,635	$263K	0.1%	N/A	0.148%
3/20/2026	Hsbc Holdings PLC	12,347	$209K	0.0%	N/A	0.107%
2/19/2026	Invesco Ltd.	21,553	$362K	0.0%	+10.5%	0.187%
2/18/2026	EP Wealth Advisors LLC	16,353	$274K	0.0%	N/A	0.142%
2/18/2026	Numerai GP LLC	12,109	$203K	0.0%	-22.9%	0.105%
2/18/2026	Millennium Management LLC	69,457	$1.17M	0.0%	-73.2%	0.601%
2/18/2026	Man Group plc	13,461	$226K	0.0%	N/A	0.117%
2/18/2026	Bridgeway Capital Management LLC	68,200	$1.14M	0.0%	-41.8%	0.590%
2/17/2026	AQR Capital Management LLC	32,213	$541K	0.0%	-22.0%	0.279%
2/17/2026	Price T Rowe Associates Inc. MD	34,518	$580K	0.0%	+51.3%	0.299%
2/17/2026	Russell Investments Group Ltd.	63,764	$1.07M	0.0%	-52.8%	0.552%
2/17/2026	Punch & Associates Investment Management Inc.	312,870	$5.25M	0.3%	-47.1%	2.709%
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2/17/2026	State of Wisconsin Investment Board	21,350	$358K	0.0%	+8.1%	0.185%
2/17/2026	Royal Bank of Canada	1,753	$29K	0.0%	-94.9%	0.015%
2/17/2026	Rice Hall James & Associates LLC	480,654	$8.07M	0.4%	-0.7%	4.162%
2/16/2026	Barclays PLC	30,174	$506K	0.0%	+54.2%	0.261%
2/13/2026	Marshall Wace LLP	51,334	$861K	0.0%	N/A	0.444%
2/13/2026	Jacobs Levy Equity Management Inc.	171,303	$2.87M	0.0%	-1.7%	1.483%
2/13/2026	State Street Corp	239,118	$4.01M	0.0%	-0.9%	2.070%
2/13/2026	Dynamic Technology Lab Private Ltd	12,650	$212K	0.0%	N/A	0.110%
2/13/2026	Wells Fargo & Company MN	11,831	$199K	0.0%	+71.8%	0.102%
2/12/2026	Jane Street Group LLC	37,598	$631K	0.0%	+30.2%	0.325%
2/12/2026	Renaissance Technologies LLC	117,203	$1.97M	0.0%	-11.4%	1.014%
2/12/2026	Dimensional Fund Advisors LP	319,302	$5.36M	0.0%	-10.3%	2.764%
2/12/2026	Federated Hermes Inc.	376,393	$6.32M	0.0%	+83.9%	3.258%
2/11/2026	Mcmorgan & Co. LLC	11,064	$186K	0.0%	-87.3%	0.096%
2/11/2026	Deutsche Bank AG	116,658	$1.96M	0.0%	+36.9%	1.010%
2/11/2026	Franklin Resources Inc.	20,209	$339K	0.0%	-14.0%	0.175%
2/10/2026	Goldman Sachs Group Inc.	102,705	$1.72M	0.0%	+30.3%	0.889%
2/9/2026	Geode Capital Management LLC	301,459	$5.06M	0.0%	+0.5%	2.609%
2/9/2026	Royce & Associates LP	448,999	$7.53M	0.1%	-46.4%	3.886%
2/5/2026	Soltis Investment Advisors LLC	14,838	$249K	0.0%	-3.9%	0.128%
2/2/2026	Strs Ohio	20,800	$349K	0.0%	+10.6%	0.180%
1/23/2026	State of Alaska Department of Revenue	1,902	$31K	0.0%	N/A	0.016%
1/20/2026	Harbor Capital Advisors Inc.	66,336	$1.11M	0.1%	-8.7%	0.574%
1/14/2026	Exchange Traded Concepts LLC	14,823	$249K	0.0%	+6.1%	0.128%
1/1/2026	JPMorgan Chase & Co.	5,151	$100K	0.0%	-12.9%	0.043%
11/17/2025	Jacobs Levy Equity Management Inc.	174,324	$3.38M	0.0%	+122.7%	1.434%
11/17/2025	Wiser Advisor Group LLC	1,812	$35K	0.0%	N/A	0.015%
11/17/2025	PharVision Advisers LLC	21,197	$411K	0.2%	N/A	0.174%
11/17/2025	Quarry LP	3,794	$74K	0.0%	N/A	0.031%
11/17/2025	Public Employees Retirement System of Ohio	14,923	$290K	0.0%	N/A	0.123%
11/17/2025	Punch & Associates Investment Management Inc.	591,318	$11.48M	0.7%	+0.3%	4.864%
11/17/2025	Numerai GP LLC	15,703	$305K	0.0%	+15.9%	0.129%
11/17/2025	Millennium Management LLC	259,618	$5.04M	0.0%	+886.1%	2.136%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5,177	$100K	0.0%	-14.6%	0.043%
11/17/2025	Bank of America Corp DE	147,429	$2.86M	0.0%	+14.8%	1.213%
11/17/2025	Aquatic Capital Management LLC	6,766	$131K	0.0%	+37.7%	0.056%
11/17/2025	Alliancebernstein L.P.	1,052,680	$20.43M	0.0%	+70.4%	8.660%
11/17/2025	Ameriprise Financial Inc.	56,753	$1.10M	0.0%	+163.9%	0.467%
11/14/2025	Hotchkis & Wiley Capital Management LLC	159,943	$3.10M	0.0%	+22.8%	1.265%
11/14/2025	Two Sigma Investments LP	22,334	$434K	0.0%	-40.6%	0.177%
11/14/2025	Bridgeway Capital Management LLC	117,200	$2.28M	0.0%	N/A	0.927%
11/13/2025	BNP Paribas Financial Markets	2,236	$43K	0.0%	+98.9%	0.018%
11/13/2025	Mackenzie Financial Corp	24,007	$466K	0.0%	-14.1%	0.190%
11/13/2025	Franklin Resources Inc.	23,509	$456K	0.0%	-17.1%	0.186%
11/13/2025	Russell Investments Group Ltd.	135,001	$2.62M	0.0%	-26.5%	1.068%
11/12/2025	Dimensional Fund Advisors LP	355,792	$6.91M	0.0%	-1.0%	2.814%
11/12/2025	Victory Capital Management Inc.	19,831	$385K	0.0%	+52.7%	0.157%
11/12/2025	Royce & Associates LP	837,987	$16.27M	0.2%	-15.8%	6.629%
11/7/2025	Vanguard Group Inc.	699,992	$13.59M	0.0%	-2.2%	5.537%
11/7/2025	JPMorgan Chase & Co.	5,151	$100K	0.0%	-12.9%	0.041%
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11/4/2025	Illumine Investment Management LLC	25,652	$498K	0.4%	+6.1%	0.203%
11/4/2025	State of Wyoming	11,270	$219K	0.0%	-21.6%	0.089%
11/3/2025	AlphaQuest LLC	21,778	$423K	0.0%	+64.7%	0.172%
11/3/2025	SummerHaven Investment Management LLC	40,819	$792K	0.5%	N/A	0.323%
10/23/2025	SG Americas Securities LLC	12,309	$239K	0.0%	+74.8%	0.097%
10/16/2025	Rice Hall James & Associates LLC	483,952	$9.39M	0.5%	-9.3%	3.828%
10/15/2025	CWM LLC	1,983	$38K	0.0%	+81.8%	0.016%
10/15/2025	Harbor Capital Advisors Inc.	72,628	$1.41M	0.1%	-71.3%	0.575%
10/14/2025	Exchange Traded Concepts LLC	13,974	$271K	0.0%	N/A	0.111%
10/9/2025	Voya Investment Management LLC	14,421	$280K	0.0%	-13.0%	0.114%

FC Institutional Ownership - Frequently Asked Questions

During the previous two years, 132 institutional investors and hedge funds held shares of Franklin Covey. The most heavily invested institutionals were BlackRock Inc. ($24.19M), Alliancebernstein L.P. ($20.43M), Nine Ten Capital Management LLC ($15.72M), Vanguard Group Inc. ($13.59M), Rice Hall James & Associates LLC ($12.16M), Acadian Asset Management LLC ($8.20M), and Royce & Associates LP ($7.53M).Learn more on Franklin Covey's institutional investors.

69.88% of Franklin Covey's stock is owned by institutional investors. Learn more on FC's institutional investor holdings.

Of the 111 institutional investors that purchased Franklin Covey's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($986.19K), Royce & Associates LP ($921.38K), Rice Hall James & Associates LLC ($571.00K), Alliancebernstein L.P. ($462.08K), Millennium Management LLC ($233.29K), Federated Hermes Inc. ($199.81K), and Russell Investments Group Ltd. ($183.62K).

Institutional investors have bought a total of 3,372,551 shares in the last 24 months. This purchase volume represents approximately $73.59M in transactions.

Of the 28 institutional investors that sold Franklin Covey's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royce & Associates LP ($546.22K), Punch & Associates Investment Management Inc. ($278.45K), Millennium Management LLC ($190.16K), Harbor Capital Advisors Inc. ($186.59K), Arrowstreet Capital Limited Partnership ($134.83K), Russell Investments Group Ltd. ($119.87K), and Mcmorgan & Co. LLC ($75.73K).

Institutional investors have sold a total of 1,860,927 shares in the last 24 months. This volume of shares sold represents approximately $32.31M in transactions.

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Institutional ownership data for NYSE:FC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.

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Franklin Covey (FC) Institutional Ownership

FC Institutional Buying and Selling by Quarter

Franklin Covey Major Shareholders & Ownership History

FC Institutional Ownership - Frequently Asked Questions

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Franklin Covey (FC) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Franklin Covey (NYSE:FC)

FC Institutional Buying and Selling by Quarter

Franklin Covey Major Shareholders & Ownership History

FC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FC shares?

What percentage of Franklin Covey's stock is owned by institutional investors?

Which institutional investors have been buying Franklin Covey's stock?

How much institutional buying is happening at Franklin Covey?

Which of Franklin Covey's major shareholders have been selling company stock?

How much institutional selling is happening at Franklin Covey?

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