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Franklin Covey (FC) Institutional Ownership

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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)
39
Total
Institutional Inflows
(last 12 months)
$40.98M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$44.45M
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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
4/23/2024 Rice Hall James & Associates LLC515,446$20.24M1.2%-3.4%3.884%
4/18/2024 Wasatch Advisors LP174,794$6.86M0.0%N/A1.317%
4/18/2024 Allspring Global Investments Holdings LLC1,510$59K0.0%N/A0.011%
4/9/2024 Mather Group LLC.1,686$73K0.0%N/A0.013%
4/5/2024 Los Angeles Capital Management LLC50,767$1.99M0.0%-7.8%0.382%
3/25/2024Quadrature Capital Ltd15,581$678K0.0%+72.7%0.117%
2/28/2024EP Wealth Advisors LLC16,071$700K0.0%+153.6%0.121%
2/15/2024Bares Capital Management Inc.458,091$19.94M0.8%+11.0%3.448%
2/15/2024Blue Grotto Capital LLC143,562$6.25M1.4%-12.8%1.081%
2/12/2024Partners Capital Investment Group LLP9,277$404K0.0%N/A0.070%
2/12/2024Hsbc Holdings PLC27,444$1.18M0.0%+92.9%0.207%
2/9/2024Worth Venture Partners LLC34,405$1.50M0.8%-28.6%0.259%
2/9/2024Trexquant Investment LP28,375$1.24M0.0%+49.6%0.214%
2/9/2024Hillsdale Investment Management Inc.104,650$4.56M0.4%-0.3%0.787%
2/8/2024Panagora Asset Management Inc.72,378$3.15M0.0%-0.9%0.545%
2/7/2024Dimensional Fund Advisors LP475,522$20.70M0.0%-0.2%3.578%
2/7/2024BNP Paribas Financial Markets9,836$428K0.0%-31.1%0.074%
2/7/2024Teacher Retirement System of Texas13,444$585K0.0%-19.2%0.101%
2/7/2024Gladius Capital Management LP1,815$79K0.0%-50.2%0.014%
2/6/2024 Los Angeles Capital Management LLC55,086$2.40M0.0%-9.9%0.414%
2/6/2024Swiss National Bank22,100$962K0.0%-15.3%0.166%
2/2/2024Acuitas Investments LLC67,422$2.94M1.5%-28.6%0.507%
1/31/2024Federated Hermes Inc.176,627$7.69M0.0%-4.6%1.329%
1/30/2024Mackenzie Financial Corp7,573$330K0.0%N/A0.057%
1/16/2024 Legato Capital Management LLC6,047$263K0.0%+8.8%0.046%
1/12/2024SG Americas Securities LLC3,566$155K0.0%+46.3%0.027%
12/18/2023Vanguard Group Inc.664,636$28.53M0.0%-4.2%5.005%
12/6/2023Citigroup Inc.1,323$57K0.0%-79.3%0.010%
11/24/2023EP Wealth Advisors LLC6,337$272K0.0%-95.9%0.048%
11/15/2023Worth Venture Partners LLC48,178$2.07M1.2%+8.7%0.365%
11/15/2023Kent Lake Capital LLC50,000$2.15M0.8%-64.3%0.379%
11/14/2023Quadrature Capital Ltd9,021$387K0.0%+54.7%0.068%
11/14/2023Bares Capital Management Inc.412,801$17.72M0.8%+1.6%3.126%
11/14/2023Trexquant Investment LP18,964$814K0.0%+81.1%0.144%
11/13/2023Millrace Asset Group Inc.23,824$1.02M1.3%N/A0.180%
11/13/2023Brasada Capital Management LP96,055$3.95M0.9%+1.1%0.728%
11/13/2023Algert Global LLC36,150$1.55M0.1%+610.2%0.274%
11/13/2023Federated Hermes Inc.185,137$7.95M0.0%-10.1%1.403%
11/13/2023Acadian Asset Management LLC181,651$7.80M0.0%-21.7%1.376%
11/13/2023Hsbc Holdings PLC14,224$609K0.0%+120.4%0.108%
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11/8/2023Van ECK Associates Corp6,025$259K0.0%-5.5%0.046%
11/8/2023Swiss National Bank26,100$1.12M0.0%-3.3%0.198%
11/8/2023Pembroke Management LTD220,846$9.48M1.3%-25.1%1.673%
11/7/2023Quantbot Technologies LP1,804$77K0.0%-15.9%0.014%
11/7/2023Barclays PLC5,921$254K0.0%+19.7%0.045%
11/6/2023 Los Angeles Capital Management LLC61,156$2.63M0.0%+43.3%0.463%
11/2/2023 Rice Hall James & Associates LLC509,698$21.88M1.4%+5.9%3.861%
10/27/2023Acuitas Investments LLC94,376$4.05M2.4%-6.8%0.715%
10/26/2023Punch & Associates Investment Management Inc.604,426$25.94M1.7%+0.3%4.579%
10/24/2023Bailard Inc.11,442$491K0.0%-3.8%0.087%
10/24/2023Bank of New York Mellon Corp56,673$2.43M0.0%-1.8%0.429%
10/16/2023Summit Global Investments7,700$330K0.0%-57.0%0.058%
10/13/2023SG Americas Securities LLC2,438$105K0.0%N/A0.018%
10/12/2023 Legato Capital Management LLC5,558$239K0.0%N/A0.042%
10/11/2023 CWM LLC778$33K0.0%N/A0.006%
9/26/2023Intrepid Capital Management Inc.76,958$3.36M2.3%+1.1%0.583%
8/15/2023Kent Lake Capital LLC140,000$6.12M2.8%+16.6%1.061%
8/15/2023Brasada Capital Management LP94,988$4.15M0.9%+1.3%0.720%
8/15/2023Bares Capital Management Inc.406,461$17.75M0.6%+48.9%3.079%
8/14/2023Silvercrest Asset Management Group LLC121,240$5.30M0.0%+16.7%0.918%
8/11/2023Panagora Asset Management Inc.73,079$3.19M0.0%+5.0%0.554%
8/11/2023Trexquant Investment LP10,474$458K0.0%N/A0.079%
8/11/2023ExodusPoint Capital Management LP7,233$316K0.0%N/A0.055%
8/10/2023Intrepid Capital Management Inc.76,958$3.36M2.9%+1.1%0.583%
8/10/2023Russell Investments Group Ltd.26,727$1.17M0.0%+5.5%0.202%
8/9/2023Blue Grotto Capital LLC185,852$8.12M1.9%-44.1%1.408%
8/9/2023Soltis Investment Advisors LLC16,258$710K0.1%-2.0%0.123%
8/7/2023Acadian Asset Management LLC231,957$10.13M0.0%-9.4%1.757%
8/7/2023Modera Wealth Management LLC5,196$227K0.0%N/A0.039%
8/4/2023Lapides Asset Management LLC83,300$3.64M2.4%-15.3%0.631%
8/3/2023 Los Angeles Capital Management LLC42,677$1.86M0.0%-23.5%0.323%
8/3/2023Van ECK Associates Corp6,376$279K0.0%+9.3%0.048%
8/3/2023Bank of New York Mellon Corp57,699$2.52M0.0%+3.0%0.437%
7/31/2023Strs Ohio9,800$428K0.0%-25.8%0.074%
7/27/2023Pembroke Management LTD294,713$12.87M1.4%-36.3%2.233%
7/24/2023 Rice Hall James & Associates LLC481,264$21.02M1.2%+9.4%3.645%
7/20/2023Bailard Inc.11,891$519K0.0%+10.7%0.090%
7/19/2023Teacher Retirement System of Texas16,699$729K0.0%-7.9%0.127%
7/19/2023Summit Global Investments17,900$782K0.1%-31.7%0.136%
6/5/2023EP Wealth Advisors LLC4,974$268K0.0%N/A0.036%
5/23/2023Royce & Associates LP40,100$1.54M0.0%-21.7%0.290%
5/16/2023Bares Capital Management Inc.273,060$10.51M0.4%+60.6%1.971%
5/16/2023Blue Grotto Capital LLC332,511$12.79M3.2%-1.6%2.400%
5/15/2023Globeflex Capital L P84,383$3.25M0.4%+19.6%0.609%
5/12/2023Panagora Asset Management Inc.69,598$2.68M0.0%+1.8%0.502%
5/12/2023 Rice Hall James & Associates LLC439,998$16.93M1.0%+21.4%3.176%
5/11/2023Acadian Asset Management LLC256,024$9.85M0.0%-9.0%1.848%
5/11/2023Skandinaviska Enskilda Banken AB publ12,310$474K0.0%N/A0.089%
5/9/2023Y Intercept Hong Kong Ltd5,320$205K0.0%N/A0.038%
5/9/2023Russell Investments Group Ltd.25,324$974K0.0%-34.3%0.183%
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5/8/2023Praetorian Capital Management LLC67,194$2.59M1.9%N/A0.485%
5/4/2023Summit Global Investments26,200$1.01M0.1%+52.3%0.189%
5/4/2023Royce & Associates LP40,100$1.54M0.0%-21.7%0.289%
5/4/2023 Los Angeles Capital Management LLC55,755$2.15M0.0%-15.6%0.402%
5/4/2023 Robeco Institutional Asset Management B.V.1,226$47K0.0%N/A0.009%
5/3/2023Van ECK Associates Corp5,831$224K0.0%+6.4%0.042%
5/3/2023Pembroke Management LTD462,335$17.79M1.9%-6.3%3.337%
5/2/2023Victory Capital Management Inc.6,705$258K0.0%N/A0.048%
5/2/2023Acuitas Investments LLC128,385$4.94M5.1%+19.1%0.927%
4/28/2023SG Americas Securities LLC6,049$233K0.0%+177.5%0.044%
(Data available from 1/1/2016 forward)

FC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FC shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Franklin Covey. The most heavily invested institutionals were Vanguard Group Inc. ($28.53M), Punch & Associates Investment Management Inc. ($25.94M), Dimensional Fund Advisors LP ($20.70M), Rice Hall James & Associates LLC ($20.24M), Bares Capital Management Inc. ($19.94M), TownSquare Capital LLC ($10.83M), and Renaissance Technologies LLC ($10.30M).Learn more on FC's institutional investors.

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

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

Which institutional investors have been buying Franklin Covey stock?

Of the 72 institutional investors that purchased Franklin Covey stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bares Capital Management Inc. ($438.09K), TownSquare Capital LLC ($234.44K), Rice Hall James & Associates LLC ($179.05K), Alta Fox Capital Management LLC ($175.56K), Wasatch Advisors LP ($174.79K), Kent Lake Capital LLC ($98.13K), and Blue Grotto Capital LLC ($84.52K).

How much institutional buying is happening at Franklin Covey?

Institutional investors have bought a total of 2,353,484 shares in the last 24 months. This purchase volume represents approximately $103.05M in transactions.

Which Franklin Covey major shareholders have been selling company stock?

Of the 50 institutional investors that sold Franklin Covey stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pembroke Management LTD ($555.00K), Blue Grotto Capital LLC ($172.94K), EP Wealth Advisors LLC ($149.76K), Acadian Asset Management LLC ($99.78K), Kent Lake Capital LLC ($90K), Lapides Asset Management LLC ($40K), and Acuitas Investments LLC ($39.17K).

How much institutional selling is happening at Franklin Covey?

Institutional investors have sold a total of 1,544,905 shares in the last 24 months. This volume of shares sold represents approximately $67.63M in transactions.


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This page (NYSE:FC) was last updated on 4/26/2024 by MarketBeat.com Staff

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