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Franklin Covey (FC) Institutional Ownership

Franklin Covey logo
$22.62 +0.17 (+0.75%)
Closing price 03:59 PM Eastern
Extended Trading
$22.56 -0.05 (-0.23%)
As of 04:04 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)
67
Total
Institutional Inflows
(last 12 months)
$55.70M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$39.27M
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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
5/7/2026Dimensional Fund Advisors LP316,691$5M0.0%-0.8%2.810%
5/5/2026 Bank 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%
3/20/2026 Hsbc 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%
2/11/2026 Mcmorgan & Co. LLC11,064$186K0.0%-87.3%0.096%
2/11/2026 Deutsche 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%
2/5/2026 Soltis 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%
1/20/2026 Harbor 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%
11/17/2025 Wiser Advisor Group LLC1,812$35K0.0%N/A0.015%
11/17/2025 PharVision 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%
11/3/2025 AlphaQuest LLC21,778$423K0.0%+64.7%0.172%
11/3/2025 SummerHaven Investment Management LLC40,819$792K0.5%N/A0.323%
10/23/2025 SG 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%
10/15/2025 Harbor 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%
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%
8/13/2025Panagora Asset Management Inc.16,329$373K0.0%-48.6%0.129%
8/13/2025Russell Investments Group Ltd.183,635$4.19M0.0%+17.6%1.453%
8/12/2025American Century Companies Inc.31,184$712K0.0%+6.2%0.247%
8/12/2025Franklin Resources Inc.28,374$647K0.0%+13.1%0.224%
8/12/2025Legal & General Group Plc1,231$28K0.0%-58.1%0.010%
8/12/2025JPMorgan Chase & Co.5,912$135K0.0%-8.4%0.047%
8/8/2025Creative Planning9,528$217K0.0%N/A0.075%


FC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FC shares?

During the previous two years, 133 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 ($8.07M), and Royce & Associates LP ($7.53M).Learn more on Franklin Covey's institutional investors.

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

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

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

Of the 112 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), Harbor Capital Advisors Inc. ($223.14K), Federated Hermes Inc. ($199.81K), and Russell Investments Group Ltd. ($183.62K).

How much institutional buying is happening at Franklin Covey?

Institutional investors have bought a total of 2,539,024 shares in the last 24 months. This purchase volume represents approximately $55.70M in transactions.

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

Of the 44 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. ($371.48K), Millennium Management LLC ($190.16K), Harbor Capital Advisors Inc. ($186.59K), Russell Investments Group Ltd. ($119.87K), Mcmorgan & Co. LLC ($75.73K), and Acadian Asset Management LLC ($62.85K).

How much institutional selling is happening at Franklin Covey?

Institutional investors have sold a total of 2,070,813 shares in the last 24 months. This volume of shares sold represents approximately $39.27M in transactions.


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This page (NYSE:FC) was last updated on 5/7/2026 by MarketBeat.com Staff.
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