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Franklin Covey (FC) Institutional Ownership

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$17.35 -0.09 (-0.52%)
Closing price 03:59 PM Eastern
Extended Trading
$17.32 -0.04 (-0.20%)
As of 04:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Franklin Covey (NYSE:FC)

Current
Institutional Ownership
Percentage
69.88%
Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$73.53M
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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026Mcmorgan & Co. LLC8,519$209K0.0%N/A0.075%
8/19/2026Hsbc Holdings PLC14,555$364K0.0%N/A0.129%
8/18/2026Empowered Funds LLC9,627$236K0.0%N/A0.085%
8/18/2026Public Employees Retirement System of Ohio3,259$80K0.0%N/A0.029%
8/17/2026Bank of America Corp DE99,398$2.44M0.0%N/A0.880%
8/14/2026Hsbc Holdings PLC14,555$364K0.0%N/A0.129%
8/14/2026Legal & General Group Plc1,037$25K0.0%N/A0.009%
8/14/2026Mcmorgan & Co. LLC8,519$209K0.0%N/A0.075%
8/14/2026Partners Capital Investment Group LLP15,341$376K0.0%N/A0.136%
8/13/2026Globeflex Capital L P28,427$697K0.1%N/A0.252%
8/12/2026Compass Financial Management LLC1,017$36K0.0%N/A0.009%
8/12/2026EP Wealth Advisors LLC16,900$415K0.0%N/A0.150%
8/12/2026Ieq Capital LLC9,046$222K0.0%N/A0.080%
8/7/2026Citizens Financial Group Inc. RI11,566$385K0.0%N/A0.102%
8/7/2026BlackRock Inc.986,190$24.19M0.0%N/A8.735%
8/7/2026Deutsche Bank AG52,045$1.28M0.0%N/A0.461%
8/7/2026Rice Hall James & Associates LLC495,654$12.16M0.6%N/A4.390%
8/6/2026Bank of New York Mellon Corp33,444$820K0.0%N/A0.296%
5/19/2026Bank of America Corp DE107,151$1.69M0.0%-19.4%0.951%
5/16/2026Quantinno Capital Management LP69,312$1.09M0.0%+82.8%0.615%
5/15/2026Rice Hall James & Associates LLC510,689$8.06M0.4%+6.2%4.531%
5/14/2026Renaissance Technologies LLC86,303$1.36M0.0%-26.4%0.766%
5/14/2026Arrowstreet Capital Limited Partnership12,005$190K0.0%-91.8%0.107%
5/14/2026Sei Investments Co.11,685$185K0.0%N/A0.104%
5/14/2026Globeflex Capital L P28,427$449K0.1%-24.8%0.252%
5/7/2026Dimensional Fund Advisors LP316,691$5M0.0%-0.8%2.810%
5/5/2026Bank of New York Mellon Corp35,646$563K0.0%-2.4%0.316%
4/16/2026CWC Advisors LLC.16,635$263K0.1%N/A0.148%
3/20/2026Hsbc Holdings PLC12,347$209K0.0%N/A0.107%
2/19/2026Invesco Ltd.21,553$362K0.0%+10.5%0.187%
2/18/2026EP Wealth Advisors LLC16,353$274K0.0%N/A0.142%
2/18/2026Numerai GP LLC12,109$203K0.0%-22.9%0.105%
2/18/2026Millennium Management LLC69,457$1.17M0.0%-73.2%0.601%
2/18/2026Man Group plc13,461$226K0.0%N/A0.117%
2/18/2026Bridgeway Capital Management LLC68,200$1.14M0.0%-41.8%0.590%
2/17/2026AQR Capital Management LLC32,213$541K0.0%-22.0%0.279%
2/17/2026Price T Rowe Associates Inc. MD34,518$580K0.0%+51.3%0.299%
2/17/2026Russell Investments Group Ltd.63,764$1.07M0.0%-52.8%0.552%
2/17/2026Punch & Associates Investment Management Inc.312,870$5.25M0.3%-47.1%2.709%
2/17/2026State of Wisconsin Investment Board21,350$358K0.0%+8.1%0.185%
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2/17/2026Royal Bank of Canada1,753$29K0.0%-94.9%0.015%
2/17/2026Rice Hall James & Associates LLC480,654$8.07M0.4%-0.7%4.162%
2/16/2026Barclays PLC30,174$506K0.0%+54.2%0.261%
2/13/2026Marshall Wace LLP51,334$861K0.0%N/A0.444%
2/13/2026Jacobs Levy Equity Management Inc.171,303$2.87M0.0%-1.7%1.483%
2/13/2026State Street Corp239,118$4.01M0.0%-0.9%2.070%
2/13/2026Dynamic Technology Lab Private Ltd12,650$212K0.0%N/A0.110%
2/13/2026Wells Fargo & Company MN11,831$199K0.0%+71.8%0.102%
2/12/2026Jane Street Group LLC37,598$631K0.0%+30.2%0.325%
2/12/2026Renaissance Technologies LLC117,203$1.97M0.0%-11.4%1.014%
2/12/2026Dimensional Fund Advisors LP319,302$5.36M0.0%-10.3%2.764%
2/12/2026Federated Hermes Inc.376,393$6.32M0.0%+83.9%3.258%
2/11/2026Mcmorgan & Co. LLC11,064$186K0.0%-87.3%0.096%
2/11/2026Deutsche Bank AG116,658$1.96M0.0%+36.9%1.010%
2/11/2026Franklin Resources Inc.20,209$339K0.0%-14.0%0.175%
2/10/2026Goldman Sachs Group Inc.102,705$1.72M0.0%+30.3%0.889%
2/9/2026Geode Capital Management LLC301,459$5.06M0.0%+0.5%2.609%
2/9/2026Royce & Associates LP448,999$7.53M0.1%-46.4%3.886%
2/5/2026Soltis Investment Advisors LLC14,838$249K0.0%-3.9%0.128%
2/2/2026Strs Ohio20,800$349K0.0%+10.6%0.180%
1/23/2026State of Alaska Department of Revenue1,902$31K0.0%N/A0.016%
1/20/2026Harbor Capital Advisors Inc.66,336$1.11M0.1%-8.7%0.574%
1/14/2026Exchange Traded Concepts LLC14,823$249K0.0%+6.1%0.128%
1/1/2026JPMorgan Chase & Co.5,151$100K0.0%-12.9%0.043%
11/17/2025Jacobs Levy Equity Management Inc.174,324$3.38M0.0%+122.7%1.434%
11/17/2025Wiser Advisor Group LLC1,812$35K0.0%N/A0.015%
11/17/2025PharVision Advisers LLC21,197$411K0.2%N/A0.174%
11/17/2025Quarry LP3,794$74K0.0%N/A0.031%
11/17/2025Public Employees Retirement System of Ohio14,923$290K0.0%N/A0.123%
11/17/2025Punch & Associates Investment Management Inc.591,318$11.48M0.7%+0.3%4.864%
11/17/2025Numerai GP LLC15,703$305K0.0%+15.9%0.129%
11/17/2025Millennium Management LLC259,618$5.04M0.0%+886.1%2.136%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,177$100K0.0%-14.6%0.043%
11/17/2025Bank of America Corp DE147,429$2.86M0.0%+14.8%1.213%
11/17/2025Aquatic Capital Management LLC6,766$131K0.0%+37.7%0.056%
11/17/2025Alliancebernstein L.P.1,052,680$20.43M0.0%+70.4%8.660%
11/17/2025Ameriprise Financial Inc.56,753$1.10M0.0%+163.9%0.467%
11/14/2025Hotchkis & Wiley Capital Management LLC159,943$3.10M0.0%+22.8%1.265%
11/14/2025Two Sigma Investments LP22,334$434K0.0%-40.6%0.177%
11/14/2025Bridgeway Capital Management LLC117,200$2.28M0.0%N/A0.927%
11/13/2025BNP Paribas Financial Markets2,236$43K0.0%+98.9%0.018%
11/13/2025Mackenzie Financial Corp24,007$466K0.0%-14.1%0.190%
11/13/2025Franklin Resources Inc.23,509$456K0.0%-17.1%0.186%
11/13/2025Russell Investments Group Ltd.135,001$2.62M0.0%-26.5%1.068%
11/12/2025Dimensional Fund Advisors LP355,792$6.91M0.0%-1.0%2.814%
11/12/2025Victory Capital Management Inc.19,831$385K0.0%+52.7%0.157%
11/12/2025Royce & Associates LP837,987$16.27M0.2%-15.8%6.629%
11/7/2025Vanguard Group Inc.699,992$13.59M0.0%-2.2%5.537%
11/7/2025JPMorgan Chase & Co.5,151$100K0.0%-12.9%0.041%
11/4/2025Illumine Investment Management LLC25,652$498K0.4%+6.1%0.203%
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11/4/2025State of Wyoming11,270$219K0.0%-21.6%0.089%
11/3/2025AlphaQuest LLC21,778$423K0.0%+64.7%0.172%
11/3/2025SummerHaven Investment Management LLC40,819$792K0.5%N/A0.323%
10/23/2025SG Americas Securities LLC12,309$239K0.0%+74.8%0.097%
10/16/2025Rice Hall James & Associates LLC483,952$9.39M0.5%-9.3%3.828%
10/15/2025CWM LLC1,983$38K0.0%+81.8%0.016%
10/15/2025Harbor Capital Advisors Inc.72,628$1.41M0.1%-71.3%0.575%
10/14/2025Exchange Traded Concepts LLC13,974$271K0.0%N/A0.111%
10/9/2025Voya Investment Management LLC14,421$280K0.0%-13.0%0.114%
8/19/2025State of Wyoming14,366$328K0.0%+123.0%0.114%


FC Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 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 109 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 3,369,945 shares in the last 24 months. This purchase volume represents approximately $73.53M 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 8/20/2026. New 13F filings are added each quarter as they're published.
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