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Franklin Covey (FC) Institutional Ownership

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$33.12 +0.17 (+0.50%)
As of 01/17/2025 03:59 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)
43
Total
Institutional Inflows
(last 12 months)
$53.02M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$29.49M
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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
1/17/2025SG Americas Securities LLC6,055$228K0.0%-14.2%0.046%
1/15/2025 O Keefe Stevens Advisory Inc.9,612$361K0.1%+38.2%0.073%
1/10/2025 Harbor Capital Advisors Inc.251,263$9.44M0.4%+3.4%1.906%
12/26/2024JPMorgan Chase & Co.11,490$473K0.0%+105.1%0.087%
11/19/2024Barclays PLC33,499$1.38M0.0%+178.9%0.254%
11/18/2024Bares Capital Management Inc.12,061$496K0.0%-97.4%0.092%
11/16/2024Geode 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%
11/15/2024XTX 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%
11/15/2024State Street Corp255,328$10.50M0.0%+2.4%1.937%
11/15/2024Point72 Asset Management L.P.8,233$339K0.0%+26.2%0.062%
11/15/2024Intrepid Capital Management Inc.54,369$2.24M1.2%-2.9%0.413%
11/15/2024Janus Henderson Group PLC18,458$759K0.0%+5.5%0.140%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,422$840K0.0%-10.8%0.156%
11/13/2024BNP Paribas Financial Markets12,810$527K0.0%+146.2%0.098%
11/13/2024Millrace Asset Group Inc.44,136$1.82M1.8%-0.9%0.337%
11/13/2024Quantbot Technologies LP1,061$44K0.0%-26.9%0.008%
11/12/2024Charles Schwab Investment Management Inc.92,153$3.79M0.0%-0.4%0.704%
11/6/2024Cornercap Investment Counsel Inc.6,265$258K0.1%-51.5%0.048%
11/5/2024GSA Capital Partners LLP12,527$515K0.0%N/A0.096%
11/4/2024Los 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%
10/29/2024Pembroke Management LTD152,569$6.28M0.8%-1.3%1.165%
10/28/2024Rice Hall James & Associates LLC549,145$22.59M1.2%+9.0%4.195%
10/24/2024Modera Wealth Management LLC8,566$352K0.0%N/A0.065%
10/11/2024Creative Planning7,309$301K0.0%N/A0.056%
10/8/2024 O Keefe Stevens Advisory Inc.6,954$286K0.1%+30.6%0.053%
10/3/2024SG Americas Securities LLC7,059$290K0.0%N/A0.054%
9/16/2024Cubist Systematic Strategies LLC5,943$226K0.0%N/A0.045%
8/19/2024Point72 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%
8/15/2024Millennium Management LLC150,223$5.71M0.0%+13.5%1.147%
8/15/2024Mcmorgan & Co. LLC87,188$3.31M0.5%+8.1%0.666%
8/15/2024AQR Capital Management LLC39,816$1.51M0.0%+36.4%0.304%
8/14/2024Cubist Systematic Strategies LLC5,943$226K0.0%N/A0.045%
8/13/2024Sei Investments Co.55,674$2.12M0.0%+5.3%0.425%
8/12/2024XTX Topco Ltd12,735$484K0.0%+119.4%0.097%
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8/12/2024Hsbc Holdings PLC26,488$995K0.0%-24.8%0.202%
8/9/2024Renaissance Technologies LLC136,603$5.19M0.0%-5.7%1.043%
8/9/2024Dimensional Fund Advisors LP452,972$17.21M0.0%-3.5%3.459%
8/8/2024Cornercap Investment Counsel Inc.12,907$490K0.1%N/A0.099%
8/8/2024American Century Companies Inc.21,781$828K0.0%+11.5%0.166%
8/8/2024Rice Hall James & Associates LLC503,833$19.15M1.1%-2.3%3.848%
8/6/2024Acadian Asset Management LLC225,122$8.55M0.0%-5.6%1.719%
8/6/2024Los Angeles Capital Management LLC45,007$1.71M0.0%-11.3%0.344%
8/1/2024Rhumbline Advisers16,087$611K0.0%-1.6%0.123%
8/1/2024Pembroke Management LTD154,521$5.87M0.8%-7.6%1.180%
7/26/2024Bailard Inc.11,942$454K0.0%+4.4%0.091%
7/26/2024Bank 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%
5/17/2024Hancock Whitney Corp6,670$262K0.0%+6.2%0.050%
5/16/2024California 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%
5/16/2024Silvercrest Asset Management Group LLC140,838$5.53M0.0%+4.6%1.061%
5/15/2024Price T Rowe Associates Inc. MD17,865$702K0.0%+15.2%0.135%
5/15/2024Lazard Asset Management LLC5,612$220K0.0%+92.7%0.042%
5/15/2024Quadrature Capital Ltd14,716$576K0.0%-5.6%0.111%
5/11/2024Hillsdale Investment Management Inc.113,550$4.46M0.4%+8.5%0.856%
5/10/2024Acadian Asset Management LLC238,455$9.36M0.0%+12.2%1.797%
5/10/2024Vanguard Group Inc.703,603$27.62M0.0%+3.5%5.302%
5/9/2024Pembroke Management LTD167,177$6.56M0.8%-13.4%1.260%
5/9/2024State Board of Administration of Florida Retirement System6,267$241K0.0%N/A0.047%
5/7/2024Sei Investments Co.52,863$2.08M0.0%+18.4%0.398%
5/1/2024BNP Paribas Financial Markets15,638$614K0.0%+59.0%0.118%
4/30/2024Allspring Global Investments Holdings LLC1,510$59K0.0%N/A0.011%
4/23/2024Rice Hall James & Associates LLC515,446$20.24M1.2%-3.4%3.884%
4/18/2024Wasatch Advisors LP174,794$6.86M0.0%N/A1.317%
4/18/2024Allspring Global Investments Holdings LLC1,510$59K0.0%N/A0.011%
4/9/2024Mather Group LLC.1,686$73K0.0%N/A0.013%
4/5/2024Los 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%
2/6/2024Los Angeles Capital Management LLC55,086$2.40M0.0%-9.9%0.414%
2/6/2024Swiss National Bank22,100$962K0.0%-15.3%0.166%
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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%
1/16/2024Legato 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%
(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, 97 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), Dimensional Fund Advisors LP ($17.21M), B. Riley Wealth Advisors Inc. ($17.02M), Geode Capital Management LLC ($12.14M), and State Street Corp ($10.50M).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 73 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. ($219.84K), 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 2,205,483 shares in the last 24 months. This purchase volume represents approximately $89.20M in transactions.

Which Franklin Covey major shareholders have been selling company stock?

Of the 54 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: Bares Capital Management Inc. ($454.60K), 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), and Los Angeles Capital Management LLC ($46.58K).

How much institutional selling is happening at Franklin Covey?

Institutional investors have sold a total of 1,835,709 shares in the last 24 months. This volume of shares sold represents approximately $77.88M in transactions.


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This page (NYSE:FC) was last updated on 1/18/2025 by MarketBeat.com Staff
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