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Franklin Covey (FC) Institutional Ownership

Franklin Covey logo
$35.86 -0.86 (-2.34%)
(As of 11/15/2024 ET)
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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)
43
Total
Institutional Inflows
(last 12 months)
$51.55M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$18.65M
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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
11/16/2024 Geode Capital Management LLC295,182$12.14M0.0%+3.1%2.240%
11/15/2024Barclays PLC33,499$1.38M0.0%+178.9%0.254%
11/15/2024Dean Investment Associates LLC54,926$2.26M0.3%N/A0.417%
11/15/2024 XTX Topco Ltd5,336$219K0.0%-58.1%0.040%
11/15/2024EP Wealth Advisors LLC17,809$732K0.0%+9.5%0.135%
11/15/2024Jane Street Group LLC7,558$311K0.0%-66.0%0.057%
11/15/2024 State Street Corp255,328$10.50M0.0%+2.4%1.937%
11/15/2024 Point72 Asset Management L.P.8,233$339K0.0%+26.2%0.062%
11/15/2024 Intrepid Capital Management Inc.54,369$2.24M1.2%-2.9%0.413%
11/15/2024 Janus Henderson Group PLC18,458$759K0.0%+5.5%0.140%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,422$840K0.0%-10.8%0.156%
11/13/2024 BNP Paribas Financial Markets12,810$527K0.0%+146.2%0.098%
11/13/2024 Millrace Asset Group Inc.44,136$1.82M1.8%-0.9%0.337%
11/13/2024 Quantbot Technologies LP1,061$44K0.0%-26.9%0.008%
11/12/2024 Charles Schwab Investment Management Inc.92,153$3.79M0.0%-0.4%0.704%
11/6/2024 Cornercap Investment Counsel Inc.6,265$258K0.1%-51.5%0.048%
11/5/2024 GSA Capital Partners LLP12,527$515K0.0%N/A0.096%
11/4/2024 Los Angeles Capital Management LLC40,507$1.67M0.0%-10.0%0.309%
10/29/2024 Harbor Capital Advisors Inc.242,953$9.99M0.4%+137.2%1.855%
10/29/2024 Pembroke Management LTD152,569$6.28M0.8%-1.3%1.165%
10/28/2024 Rice Hall James & Associates LLC549,145$22.59M1.2%+9.0%4.195%
10/24/2024 Modera Wealth Management LLC8,566$352K0.0%N/A0.065%
10/11/2024 Creative Planning7,309$301K0.0%N/A0.056%
10/8/2024 O Keefe Stevens Advisory Inc.6,954$286K0.1%+30.6%0.053%
10/3/2024 SG Americas Securities LLC7,059$290K0.0%N/A0.054%
9/16/2024 Cubist Systematic Strategies LLC5,943$226K0.0%N/A0.045%
8/19/2024 Point72 Asset Management L.P.6,522$248K0.0%N/A0.050%
8/19/2024B. Riley Wealth Advisors Inc.447,948$17.02M0.4%N/A3.421%
8/15/2024 Millennium Management LLC150,223$5.71M0.0%+13.5%1.147%
8/15/2024 Mcmorgan & Co. LLC87,188$3.31M0.5%+8.1%0.666%
8/15/2024 AQR Capital Management LLC39,816$1.51M0.0%+36.4%0.304%
8/14/2024 Cubist Systematic Strategies LLC5,943$226K0.0%N/A0.045%
8/13/2024 Sei Investments Co.55,674$2.12M0.0%+5.3%0.425%
8/12/2024 XTX Topco Ltd12,735$484K0.0%+119.4%0.097%
8/12/2024 Hsbc Holdings PLC26,488$995K0.0%-24.8%0.202%
8/9/2024 Renaissance Technologies LLC136,603$5.19M0.0%-5.7%1.043%
8/9/2024 Dimensional Fund Advisors LP452,972$17.21M0.0%-3.5%3.459%
8/8/2024 Cornercap Investment Counsel Inc.12,907$490K0.1%N/A0.099%
8/8/2024 American Century Companies Inc.21,781$828K0.0%+11.5%0.166%
8/8/2024 Rice Hall James & Associates LLC503,833$19.15M1.1%-2.3%3.848%
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8/6/2024 Acadian Asset Management LLC225,122$8.55M0.0%-5.6%1.719%
8/6/2024 Los Angeles Capital Management LLC45,007$1.71M0.0%-11.3%0.344%
8/1/2024 Rhumbline Advisers16,087$611K0.0%-1.6%0.123%
8/1/2024 Pembroke Management LTD154,521$5.87M0.8%-7.6%1.180%
7/26/2024 Bailard Inc.11,942$454K0.0%+4.4%0.091%
7/26/2024 Bank of New York Mellon Corp43,493$1.65M0.0%-11.8%0.332%
7/10/2024 O Keefe Stevens Advisory Inc.5,325$202K0.1%N/A0.040%
7/9/2024 Harbor Capital Advisors Inc.102,416$3.89M0.3%+225.9%0.772%
5/17/2024 Hancock Whitney Corp6,670$262K0.0%+6.2%0.050%
5/16/2024 California State Teachers Retirement System11,325$445K0.0%-5.0%0.085%
5/16/2024Bares Capital Management Inc.461,661$18.13M0.7%+0.8%3.479%
5/16/2024 Silvercrest Asset Management Group LLC140,838$5.53M0.0%+4.6%1.061%
5/15/2024 Price T Rowe Associates Inc. MD17,865$702K0.0%+15.2%0.135%
5/15/2024 Lazard Asset Management LLC5,612$220K0.0%+92.7%0.042%
5/15/2024 Quadrature Capital Ltd14,716$576K0.0%-5.6%0.111%
5/11/2024 Hillsdale Investment Management Inc.113,550$4.46M0.4%+8.5%0.856%
5/10/2024 Acadian Asset Management LLC238,455$9.36M0.0%+12.2%1.797%
5/10/2024 Vanguard Group Inc.703,603$27.62M0.0%+3.5%5.302%
5/9/2024 Pembroke Management LTD167,177$6.56M0.8%-13.4%1.260%
5/9/2024 State Board of Administration of Florida Retirement System6,267$241K0.0%N/A0.047%
5/7/2024 Sei Investments Co.52,863$2.08M0.0%+18.4%0.398%
5/1/2024 BNP Paribas Financial Markets15,638$614K0.0%+59.0%0.118%
4/30/2024 Allspring Global Investments Holdings LLC1,510$59K0.0%N/A0.011%
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%
3/25/2024 Quadrature 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%
2/15/2024 Blue Grotto Capital LLC143,562$6.25M1.4%-12.8%1.081%
2/12/2024 Partners Capital Investment Group LLP9,277$404K0.0%N/A0.070%
2/12/2024 Hsbc Holdings PLC27,444$1.18M0.0%+92.9%0.207%
2/9/2024 Worth Venture Partners LLC34,405$1.50M0.8%-28.6%0.259%
2/9/2024 Trexquant Investment LP28,375$1.24M0.0%+49.6%0.214%
2/9/2024 Hillsdale Investment Management Inc.104,650$4.56M0.4%-0.3%0.787%
2/8/2024 Panagora Asset Management Inc.72,378$3.15M0.0%-0.9%0.545%
2/7/2024 Dimensional Fund Advisors LP475,522$20.70M0.0%-0.2%3.578%
2/7/2024 BNP Paribas Financial Markets9,836$428K0.0%-31.1%0.074%
2/7/2024 Teacher Retirement System of Texas13,444$585K0.0%-19.2%0.101%
2/7/2024 Gladius 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%
2/6/2024 Swiss National Bank22,100$962K0.0%-15.3%0.166%
2/2/2024 Acuitas Investments LLC67,422$2.94M1.5%-28.6%0.507%
1/31/2024 Federated Hermes Inc.176,627$7.69M0.0%-4.6%1.329%
1/30/2024 Mackenzie Financial Corp7,573$330K0.0%N/A0.057%
1/16/2024 Legato Capital Management LLC6,047$263K0.0%+8.8%0.046%
1/12/2024 SG Americas Securities LLC3,566$155K0.0%+46.3%0.027%
12/18/2023 Vanguard Group Inc.664,636$28.53M0.0%-4.2%5.005%
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12/6/2023 Citigroup Inc.1,323$57K0.0%-79.3%0.010%
11/24/2023EP Wealth Advisors LLC6,337$272K0.0%-95.9%0.048%
11/15/2023 Worth 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%
11/14/2023 Quadrature Capital Ltd9,021$387K0.0%+54.7%0.068%
11/14/2023Bares Capital Management Inc.412,801$17.72M0.8%+1.6%3.126%
11/14/2023 Trexquant Investment LP18,964$814K0.0%+81.1%0.144%
11/13/2023 Millrace Asset Group Inc.23,824$1.02M1.3%N/A0.180%
11/13/2023 Brasada Capital Management LP96,055$3.95M0.9%+1.1%0.728%
11/13/2023 Algert Global LLC36,150$1.55M0.1%+610.2%0.274%
(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, 96 institutional investors and hedge funds held shares of Franklin Covey. The most heavily invested institutionals were Vanguard Group Inc. ($27.62M), Punch & Associates Investment Management Inc. ($25.94M), Rice Hall James & Associates LLC ($22.59M), Bares Capital Management Inc. ($18.13M), Dimensional Fund Advisors LP ($17.21M), B. Riley Wealth Advisors Inc. ($17.02M), and Geode Capital Management LLC ($12.14M).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: B. Riley Wealth Advisors Inc. ($447.95K), Bares Capital Management Inc. ($291.66K), Harbor Capital Advisors Inc. ($211.53K), Rice Hall James & Associates LLC ($207.13K), Wasatch Advisors LP ($174.79K), Praetorian Capital Management LLC ($67.19K), and Dean Investment Associates LLC ($54.93K).

How much institutional buying is happening at Franklin Covey?

Institutional investors have bought a total of 2,168,363 shares in the last 24 months. This purchase volume represents approximately $87.72M in transactions.

Which Franklin Covey major shareholders have been selling company stock?

Of the 53 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 ($430.37K), Blue Grotto Capital LLC ($172.94K), EP Wealth Advisors LLC ($149.76K), Acadian Asset Management LLC ($113.11K), Kent Lake Capital LLC ($90K), Los Angeles Capital Management LLC ($46.58K), and Acuitas Investments LLC ($33.81K).

How much institutional selling is happening at Franklin Covey?

Institutional investors have sold a total of 1,380,105 shares in the last 24 months. This volume of shares sold represents approximately $59.14M in transactions.


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This page (NYSE:FC) was last updated on 11/17/2024 by MarketBeat.com Staff
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