Go Pro
→ Your withdrawal order could cost you in taxes (From SmartAsset) (Ad)tc pixel Free FC Stock Alerts

Franklin Covey (FC) Institutional Ownership

Franklin Covey logo
$21.29 -0.23 (-1.05%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$21.44 +0.15 (+0.71%)
As of 07/31/2026 07:34 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.
Compare

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)
$33.33M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$38.02M
Get FC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Franklin Covey stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FC Institutional Buying and Selling by Quarter

Franklin Covey Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/16/2026 CWC 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%
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%
#1 Power Grid Stock Right Now (Ad)

The U.S. power grid is under pressure, and one company's new technology is already deployed in remote fields in West Texas. The stock has drawn backing from Elon Musk and is positioned at the center of domestic grid modernization. A free video breaks down why analysts are calling it a top pick right now.tc pixel

Watch the free video to see the top power grid stock today
2/5/2026Soltis Investment Advisors LLC14,838$249K0.0%-3.9%0.128%
2/2/2026 Strs Ohio20,800$349K0.0%+10.6%0.180%
1/23/2026 State 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%
1/14/2026 Exchange 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%
11/4/2025 Illumine Investment Management LLC25,652$498K0.4%+6.1%0.203%
11/4/2025State of Wyoming11,270$219K0.0%-21.6%0.089%
11/3/2025AlphaQuest LLC21,778$423K0.0%+64.7%0.172%
11/3/2025 SummerHaven 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%
10/14/2025 Exchange 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%
8/15/2025Tidal Investments LLC16,494$376K0.0%+12.9%0.130%
8/15/2025Man Group plc23,347$533K0.0%-52.8%0.185%
8/15/2025Lazard Asset Management LLC38,795$885K0.0%-47.4%0.307%
8/15/2025BNP Paribas Financial Markets1,124$26K0.0%-83.7%0.009%
8/15/2025Bank of America Corp DE128,434$2.93M0.0%-9.8%1.016%
8/15/2025Ameriprise Financial Inc.21,505$491K0.0%-6.4%0.170%
8/14/2025Jane Street Group LLC52,776$1.20M0.0%-37.8%0.418%
8/14/2025Raymond James Financial Inc.21,395$488K0.0%N/A0.169%
Your withdrawal order could cost you in taxes (Ad)

If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly. Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling. Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire.tc pixel

Answer three quick questions to find your advisor match today
8/14/2025Quantinno Capital Management LP19,922$455K0.0%+167.4%0.158%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,061$138K0.0%-9.6%0.048%
8/14/2025Alliancebernstein L.P.617,715$14.10M0.0%-3.7%4.887%
8/14/2025Globeflex Capital L P37,817$863K0.1%-1.5%0.299%
8/14/2025Sei Investments Co.17,633$402K0.0%-62.1%0.140%
8/14/2025AXA S.A.20,932$478K0.0%-6.3%0.166%
8/14/2025Federated Hermes Inc.204,681$4.67M0.0%+15.9%1.619%
8/13/2025First Trust Advisors LP35,639$813K0.0%+2.4%0.282%
8/13/2025Invesco Ltd.16,323$372K0.0%+17.6%0.129%
8/13/2025Arrowstreet Capital Limited Partnership197,021$4.50M0.0%+54.1%1.559%


FC Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 institutional investors and hedge funds held shares of Franklin Covey. The most heavily invested institutionals were Alliancebernstein L.P. ($20.43M), B. Riley Wealth Advisors Inc. ($17.02M), Nine Ten Capital Management LLC ($15.72M), Vanguard Group Inc. ($13.59M), Acadian Asset Management LLC ($8.20M), Rice Hall James & Associates LLC ($8.06M), 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 106 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: Royce & Associates LP ($921.38K), Alliancebernstein L.P. ($462.08K), B. Riley Wealth Advisors Inc. ($447.95K), Millennium Management LLC ($251.20K), Federated Hermes Inc. ($199.81K), Russell Investments Group Ltd. ($183.62K), and Harbor Capital Advisors Inc. ($152.14K).

Institutional investors have bought a total of 1,750,087 shares in the last 24 months. This purchase volume represents approximately $33.33M in transactions.

Of the 39 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 2,111,196 shares in the last 24 months. This volume of shares sold represents approximately $38.02M in transactions.


Related Companies

This page (NYSE:FC) was last updated on 8/2/2026 by MarketBeat.com Staff.
From Our Partners
One signature away. Expected within months.
On May 21, 2026, a federal bank board unanimously approved a nearly $3 billion loan to build a gold mine on Am...
Behind the Markets | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
This AI fund posted a 34 percent annualized payout last month
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
I’m betting on Peter Thiel’s next winner. Here’s why.
SpaceX's $1.75 trillion IPO turned more than 4400 employees into millionaires, according to The New York Times...
The Oxford Club | Sponsoredtc pixel