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Franklin Covey (FC) Institutional Ownership

Franklin Covey logo
$20.25 +0.24 (+1.20%)
As of 08/21/2026 03:58 PM Eastern
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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
8/20/2026 Mcmorgan & Co. LLC8,519$209K0.0%N/A0.075%
8/19/2026 Hsbc Holdings PLC14,555$364K0.0%N/A0.129%
8/18/2026 Empowered Funds LLC9,627$236K0.0%N/A0.085%
8/18/2026 Public Employees Retirement System of Ohio3,259$80K0.0%N/A0.029%
8/17/2026 Bank of America Corp DE99,398$2.44M0.0%N/A0.880%
8/14/2026 Hsbc Holdings PLC14,555$364K0.0%N/A0.129%
8/14/2026 Legal & General Group Plc1,037$25K0.0%N/A0.009%
8/14/2026 Mcmorgan & Co. LLC8,519$209K0.0%N/A0.075%
8/14/2026 Partners Capital Investment Group LLP15,341$376K0.0%N/A0.136%
8/13/2026 Globeflex Capital L P28,427$697K0.1%N/A0.252%
8/12/2026 Compass Financial Management LLC1,017$36K0.0%N/A0.009%
8/12/2026 EP Wealth Advisors LLC16,900$415K0.0%N/A0.150%
8/12/2026 Ieq Capital LLC9,046$222K0.0%N/A0.080%
8/7/2026 Citizens Financial Group Inc. RI11,566$385K0.0%N/A0.102%
8/7/2026 BlackRock Inc.986,190$24.19M0.0%N/A8.735%
8/7/2026 Deutsche Bank AG52,045$1.28M0.0%N/A0.461%
8/7/2026 Rice Hall James & Associates LLC495,654$12.16M0.6%N/A4.390%
8/6/2026 Bank of New York Mellon Corp33,444$820K0.0%N/A0.296%
5/19/2026 Bank of America Corp DE107,151$1.69M0.0%-19.4%0.951%
5/16/2026 Quantinno Capital Management LP69,312$1.09M0.0%+82.8%0.615%
5/15/2026 Rice Hall James & Associates LLC510,689$8.06M0.4%+6.2%4.531%
5/14/2026 Renaissance Technologies LLC86,303$1.36M0.0%-26.4%0.766%
5/14/2026 Arrowstreet Capital Limited Partnership12,005$190K0.0%-91.8%0.107%
5/14/2026 Sei Investments Co.11,685$185K0.0%N/A0.104%
5/14/2026 Globeflex Capital L P28,427$449K0.1%-24.8%0.252%
5/7/2026 Dimensional 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%
2/19/2026 Invesco Ltd.21,553$362K0.0%+10.5%0.187%
2/18/2026 EP Wealth Advisors LLC16,353$274K0.0%N/A0.142%
2/18/2026 Numerai GP LLC12,109$203K0.0%-22.9%0.105%
2/18/2026 Millennium Management LLC69,457$1.17M0.0%-73.2%0.601%
2/18/2026 Man Group plc13,461$226K0.0%N/A0.117%
2/18/2026 Bridgeway Capital Management LLC68,200$1.14M0.0%-41.8%0.590%
2/17/2026 AQR Capital Management LLC32,213$541K0.0%-22.0%0.279%
2/17/2026 Price T Rowe Associates Inc. MD34,518$580K0.0%+51.3%0.299%
2/17/2026 Russell Investments Group Ltd.63,764$1.07M0.0%-52.8%0.552%
2/17/2026 Punch & Associates Investment Management Inc.312,870$5.25M0.3%-47.1%2.709%
2/17/2026 State of Wisconsin Investment Board21,350$358K0.0%+8.1%0.185%
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2/17/2026 Royal Bank of Canada1,753$29K0.0%-94.9%0.015%
2/17/2026 Rice Hall James & Associates LLC480,654$8.07M0.4%-0.7%4.162%
2/16/2026 Barclays PLC30,174$506K0.0%+54.2%0.261%
2/13/2026 Marshall Wace LLP51,334$861K0.0%N/A0.444%
2/13/2026 Jacobs Levy Equity Management Inc.171,303$2.87M0.0%-1.7%1.483%
2/13/2026 State Street Corp239,118$4.01M0.0%-0.9%2.070%
2/13/2026 Dynamic Technology Lab Private Ltd12,650$212K0.0%N/A0.110%
2/13/2026 Wells Fargo & Company MN11,831$199K0.0%+71.8%0.102%
2/12/2026 Jane Street Group LLC37,598$631K0.0%+30.2%0.325%
2/12/2026 Renaissance Technologies LLC117,203$1.97M0.0%-11.4%1.014%
2/12/2026 Dimensional Fund Advisors LP319,302$5.36M0.0%-10.3%2.764%
2/12/2026 Federated 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%
2/11/2026 Franklin Resources Inc.20,209$339K0.0%-14.0%0.175%
2/10/2026 Goldman Sachs Group Inc.102,705$1.72M0.0%+30.3%0.889%
2/9/2026 Geode Capital Management LLC301,459$5.06M0.0%+0.5%2.609%
2/9/2026 Royce & 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%
1/1/2026 JPMorgan Chase & Co.5,151$100K0.0%-12.9%0.043%
11/17/2025 Jacobs 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%
11/17/2025 Quarry LP3,794$74K0.0%N/A0.031%
11/17/2025 Public Employees Retirement System of Ohio14,923$290K0.0%N/A0.123%
11/17/2025 Punch & Associates Investment Management Inc.591,318$11.48M0.7%+0.3%4.864%
11/17/2025 Numerai GP LLC15,703$305K0.0%+15.9%0.129%
11/17/2025 Millennium Management LLC259,618$5.04M0.0%+886.1%2.136%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,177$100K0.0%-14.6%0.043%
11/17/2025 Bank of America Corp DE147,429$2.86M0.0%+14.8%1.213%
11/17/2025 Aquatic Capital Management LLC6,766$131K0.0%+37.7%0.056%
11/17/2025 Alliancebernstein L.P.1,052,680$20.43M0.0%+70.4%8.660%
11/17/2025 Ameriprise Financial Inc.56,753$1.10M0.0%+163.9%0.467%
11/14/2025 Hotchkis & Wiley Capital Management LLC159,943$3.10M0.0%+22.8%1.265%
11/14/2025 Two Sigma Investments LP22,334$434K0.0%-40.6%0.177%
11/14/2025 Bridgeway Capital Management LLC117,200$2.28M0.0%N/A0.927%
11/13/2025 BNP Paribas Financial Markets2,236$43K0.0%+98.9%0.018%
11/13/2025 Mackenzie Financial Corp24,007$466K0.0%-14.1%0.190%
11/13/2025 Franklin Resources Inc.23,509$456K0.0%-17.1%0.186%
11/13/2025 Russell Investments Group Ltd.135,001$2.62M0.0%-26.5%1.068%
11/12/2025 Dimensional Fund Advisors LP355,792$6.91M0.0%-1.0%2.814%
11/12/2025 Victory Capital Management Inc.19,831$385K0.0%+52.7%0.157%
11/12/2025 Royce & Associates LP837,987$16.27M0.2%-15.8%6.629%
11/7/2025Vanguard Group Inc.699,992$13.59M0.0%-2.2%5.537%
11/7/2025 JPMorgan Chase & Co.5,151$100K0.0%-12.9%0.041%
11/4/2025 Illumine Investment Management LLC25,652$498K0.4%+6.1%0.203%
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11/4/2025 State 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%
10/16/2025 Rice 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%
10/9/2025 Voya Investment Management LLC14,421$280K0.0%-13.0%0.114%
8/19/2025 State of Wyoming14,366$328K0.0%+123.0%0.114%


FC Institutional Ownership - Frequently Asked Questions

During the previous two years, 131 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 110 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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