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Franklin Covey (FC) Institutional Ownership

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$19.36 -0.25 (-1.27%)
Closing price 08/15/2025 03:59 PM Eastern
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$19.36 0.00 (-0.03%)
As of 08/15/2025 04:10 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)
87
Total
Institutional Inflows
(last 12 months)
$101.71M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$44.82M
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FC Institutional Buying and Selling by Quarter

Franklin Covey Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Tidal Investments LLC16,494$376K0.0%+12.9%0.130%
8/15/2025 Man Group plc23,347$533K0.0%-52.8%0.185%
8/15/2025 Lazard Asset Management LLC38,795$885K0.0%-47.4%0.307%
8/15/2025 BNP Paribas Financial Markets1,124$26K0.0%-83.7%0.009%
8/15/2025 Bank of America Corp DE128,434$2.93M0.0%-9.8%1.016%
8/15/2025 Ameriprise Financial Inc.21,505$491K0.0%-6.4%0.170%
8/14/2025 Jane Street Group LLC52,776$1.20M0.0%-37.8%0.418%
8/14/2025 Raymond James Financial Inc.21,395$488K0.0%N/A0.169%
8/14/2025 Quantinno Capital Management LP19,922$455K0.0%+167.4%0.158%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,061$138K0.0%-9.6%0.048%
8/14/2025 Alliancebernstein L.P.617,715$14.10M0.0%-3.7%4.887%
8/14/2025 Globeflex Capital L P37,817$863K0.1%-1.5%0.299%
8/14/2025 Sei Investments Co.17,633$402K0.0%-62.1%0.140%
8/14/2025 AXA S.A.20,932$478K0.0%-6.3%0.166%
8/14/2025 Federated Hermes Inc.204,681$4.67M0.0%+15.9%1.619%
8/13/2025 First Trust Advisors LP35,639$813K0.0%+2.4%0.282%
8/13/2025 Invesco Ltd.16,323$372K0.0%+17.6%0.129%
8/13/2025 Arrowstreet Capital Limited Partnership197,021$4.50M0.0%+54.1%1.559%
8/13/2025 Panagora Asset Management Inc.16,329$373K0.0%-48.6%0.129%
8/13/2025 Russell Investments Group Ltd.183,635$4.19M0.0%+17.6%1.453%
8/12/2025 American Century Companies Inc.31,184$712K0.0%+6.2%0.247%
8/12/2025 Franklin Resources Inc.28,374$647K0.0%+13.1%0.224%
8/12/2025 Legal & General Group Plc1,231$28K0.0%-58.1%0.010%
8/12/2025 JPMorgan Chase & Co.5,912$135K0.0%-8.4%0.047%
8/8/2025 Creative Planning9,528$217K0.0%N/A0.075%
8/8/2025 Geode Capital Management LLC314,626$7.18M0.0%+0.7%2.489%
8/7/2025 Acadian Asset Management LLC359,512$8.20M0.0%-14.9%2.844%
8/7/2025Aviva PLC20,623$471K0.0%+3.9%0.163%
8/1/2025 Y Intercept Hong Kong Ltd45,985$1.05M0.0%N/A0.364%
7/31/2025 AlphaQuest LLC13,226$302K0.0%-17.1%0.105%
7/22/2025 O Keefe Stevens Advisory Inc.16,928$386K0.1%+35.7%0.134%
7/9/2025 Harbor Capital Advisors Inc.252,930$5.77M0.2%+1.3%1.947%
6/27/2025 Goldman Sachs Group Inc.238,547$6.59M0.0%+26.9%1.836%
5/29/2025 Rhumbline Advisers16,427$454K0.0%+6.7%0.126%
5/28/2025 Strs Ohio17,500$483K0.0%N/A0.135%
5/21/2025 Acadian Asset Management LLC422,357$11.66M0.0%+45.4%3.252%
5/19/2025 Jane Street Group LLC84,874$2.34M0.0%+274.3%0.653%
5/16/2025 Dean Capital Management29,492$815K0.4%-11.5%0.227%
5/16/2025 Goldman Sachs Group Inc.238,547$6.59M0.0%+26.9%1.837%
5/16/2025 Dynamic Technology Lab Private Ltd37,600$1.04M0.2%+379.5%0.289%
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5/16/2025 Punch & Associates Investment Management Inc.586,071$16.19M1.1%-13.7%4.512%
5/16/2025 Jacobs Levy Equity Management Inc.44,632$1.23M0.0%N/A0.344%
5/16/2025 Hancock Whitney Corp9,301$257K0.0%+13.1%0.072%
5/16/2025 Alliancebernstein L.P.641,620$17.72M0.0%+4.4%4.940%
5/16/2025 AQR Capital Management LLC68,376$1.89M0.0%+14.1%0.526%
5/16/2025 Amundi2,092$58K0.0%N/A0.016%
5/15/2025 EP Wealth Advisors LLC16,071$444K0.0%-11.3%0.124%
5/15/2025State of Wyoming6,443$178K0.0%+12.7%0.050%
5/15/2025 Trexquant Investment LP33,428$923K0.0%-38.6%0.257%
5/14/2025 Hotchkis & Wiley Capital Management LLC93,370$2.58M0.0%N/A0.719%
5/14/2025 AlphaQuest LLC15,962$441K0.0%+254.2%0.123%
5/14/2025 Partners Capital Investment Group LLP11,924$329K0.0%N/A0.092%
5/14/2025 Martingale Asset Management L P12,184$337K0.0%+28.4%0.094%
5/14/2025 Hsbc Holdings PLC14,711$401K0.0%-47.3%0.113%
5/14/2025 Wellington Management Group LLP23,700$655K0.0%N/A0.182%
5/13/2025 American Century Companies Inc.29,353$811K0.0%+9.3%0.226%
5/13/2025 Russell Investments Group Ltd.156,127$4.31M0.0%+3,724.8%1.202%
5/12/2025 Nuveen LLC33,413$923K0.0%N/A0.257%
5/12/2025 Invesco Ltd.13,878$383K0.0%+11.6%0.107%
5/12/2025 Herald Investment Management Ltd175,000$4.81M0.9%+9.4%1.347%
5/9/2025 Charles Schwab Investment Management Inc.91,821$2.54M0.0%-0.9%0.707%
5/9/2025 Vanguard Group Inc.711,027$19.64M0.0%-3.2%5.474%
5/8/2025 US Bancorp DE2,272$63K0.0%N/A0.017%
5/8/2025 XTX Topco Ltd37,471$1.04M0.1%+472.0%0.289%
5/7/2025 Mackenzie Financial Corp24,698$682K0.0%+195.3%0.190%
5/6/2025 Royce & Associates LP935,669$25.84M0.3%+564.6%7.204%
5/6/2025 Legato Capital Management LLC18,577$513K0.1%-31.3%0.143%
5/6/2025 KLP Kapitalforvaltning AS9,700$268K0.0%+18.3%0.075%
5/2/2025 Victory Capital Management Inc.13,315$368K0.0%N/A0.103%
5/1/2025 Rice Hall James & Associates LLC523,795$14.47M0.8%-1.9%4.033%
4/29/2025 Bank of New York Mellon Corp34,006$939K0.0%-3.7%0.262%
4/28/2025 Teacher Retirement System of Texas11,609$321K0.0%-59.1%0.089%
4/22/2025 Illumine Investment Management LLC22,248$614K0.5%+118.7%0.171%
4/15/2025 SG Americas Securities LLC14,274$394K0.0%+135.7%0.110%
4/14/2025 Harbor Capital Advisors Inc.249,634$6.90M0.3%-0.6%1.922%
4/9/2025 O Keefe Stevens Advisory Inc.12,479$345K0.1%+29.8%0.095%
4/8/2025 Rhumbline Advisers16,427$454K0.0%+6.7%0.124%
4/7/2025 GAMMA Investing LLC1,989$55K0.0%+6,758.6%0.015%
4/3/2025 Versant Capital Management Inc976$27K0.0%+152.2%0.007%
2/20/2025 Mackenzie Financial Corp8,363$314K0.0%N/A0.063%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC21,785$819K0.0%+6.7%0.165%
2/17/2025 Two Sigma Advisers LP57,600$2.17M0.0%-10.6%0.436%
2/17/2025 Two Sigma Investments LP48,992$1.84M0.0%-20.9%0.371%
2/17/2025 Tidal Investments LLC15,484$582K0.0%-4.8%0.117%
2/17/2025State of Wyoming5,717$215K0.0%-26.2%0.043%
2/17/2025 Point72 Asset Management L.P.8,841$332K0.0%+7.4%0.067%
2/17/2025 Man Group plc5,450$205K0.0%N/A0.041%
2/17/2025Nuveen Asset Management LLC95,542$3.59M0.0%+1.0%0.724%
2/17/2025 Millennium Management LLC61,965$2.33M0.0%-53.8%0.469%
2/17/2025 Lazard Asset Management LLC60,459$2.27M0.0%+156.3%0.458%
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2/17/2025 Janus Henderson Group PLC5,533$208K0.0%-70.0%0.042%
2/17/2025 D. E. Shaw & Co. Inc.39,826$1.50M0.0%-4.9%0.302%
2/17/2025 Deutsche Bank AG87,855$3.30M0.0%+1.4%0.666%
2/17/2025 Dean Capital Management33,331$1.25M0.5%+7.3%0.253%
2/17/2025 EP Wealth Advisors LLC18,128$681K0.0%+1.8%0.137%
2/17/2025 Bank of America Corp DE158,577$5.96M0.0%-9.0%1.201%
2/17/2025 BNP Paribas Financial Markets9,795$368K0.0%-23.5%0.074%
2/14/2025 Jane Street Group LLC22,673$852K0.0%+200.0%0.172%
2/14/2025 Northern Trust Corp120,665$4.54M0.0%+10.3%0.914%
2/14/2025 Aquatic Capital Management LLC1,483$56K0.0%N/A0.011%
(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, 133 institutional investors and hedge funds held shares of Franklin Covey. The most heavily invested institutionals were Royce & Associates LP ($25.84M), Vanguard Group Inc. ($19.64M), B. Riley Wealth Advisors Inc. ($17.02M), Dimensional Fund Advisors LP ($16.41M), Punch & Associates Investment Management Inc. ($16.19M), Nine Ten Capital Management LLC ($15.72M), and Rice Hall James & Associates LLC ($14.47M).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 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: Royce & Associates LP ($921.38K), B. Riley Wealth Advisors Inc. ($447.95K), Harbor Capital Advisors Inc. ($223.14K), Russell Investments Group Ltd. ($183.62K), Wasatch Advisors LP ($174.79K), Acadian Asset Management LLC ($157.75K), and Goldman Sachs Group Inc. ($101.14K).

How much institutional buying is happening at Franklin Covey?

Institutional investors have bought a total of 3,202,238 shares in the last 24 months. This purchase volume represents approximately $101.71M in transactions.

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

Of the 51 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: Bares Capital Management Inc. ($454.60K), Alliancebernstein L.P. ($93.55K), Punch & Associates Investment Management Inc. ($93.03K), Millennium Management LLC ($72.09K), Acadian Asset Management LLC ($62.85K), Intrepid Capital Management Inc. ($49.66K), and Jane Street Group LLC ($46.75K).

How much institutional selling is happening at Franklin Covey?

Institutional investors have sold a total of 1,297,352 shares in the last 24 months. This volume of shares sold represents approximately $44.82M in transactions.



This page (NYSE:FC) was last updated on 8/16/2025 by MarketBeat.com Staff
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