Franklin Covey Ownership | Who Owns Franklin Covey?
Franklin Covey Ownership Summary
Franklin Covey is owned by 72.99% institutional investors, 16.27% insiders, and 10.75% retail investors. Blackrock is the largest institutional shareholder, holding 8.91% of FC shares. Royce Small-Cap Quality Value Composite is the top mutual fund, with 4.84% of its assets in Franklin Covey shares.
FC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Franklin Covey | 72.99% | 16.27% | 10.75% |
| Sector | Industrials Stocks | 64.11% | 12.70% | 23.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.17M | 8.91% | $44.57M |
| Blackrock funding, inc. /de | 1.02M | 7.88% | $23.17M |
| Royce & associates lp | 995.22K | 7.72% | $22.71M |
| Vanguard group | 734.87K | 5.61% | $27.62M |
| Alliancebernstein | 614.50K | 4.69% | $23.09M |
| Punch & associates investment management | 589.51K | 4.57% | $13.45M |
| Rice hall james & associates | 533.71K | 4.14% | $12.18M |
| B. riley wealth advisors | 447.95K | 3.40% | $17.02M |
| Dimensional fund advisors lp | 436.74K | 3.34% | $16.41M |
| Acadian asset management | 359.51K | 2.79% | $8.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Millrace asset group | 44.54K | 1.64% | $1.69M |
| Herald investment management | 160.00K | 0.98% | $6.01M |
| Punch & associates investment management | 589.51K | 0.83% | $13.45M |
| Rice hall james & associates | 533.71K | 0.66% | $12.18M |
| Townsquare capital | 234.44K | 0.52% | $5.35M |
| B. riley wealth advisors | 447.95K | 0.43% | $17.02M |
| Mcmorgan | 105.34K | 0.35% | $2.40M |
| Dean investment associates | 49.46K | 0.26% | $1.86M |
| Harbor capital advisors | 252.93K | 0.24% | $5.77M |
| Royce & associates lp | 995.22K | 0.23% | $22.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley wealth advisors | 447.95K | 0.43% | 447.95K |
| Arrowstreet capital, limited partnership | 197.02K | 0.00% | 69.17K |
| Jane street group | 84.87K | 0.00% | 62.20K |
| Royce & associates lp | 995.22K | 0.23% | 59.55K |
| Y-intercept (hong kong) | 45.98K | 0.03% | 45.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | - | - | -174.79K |
| Pembroke management | - | - | -147.82K |
| Silvercrest asset management group | - | - | -140.84K |
| Nine ten capital management | - | - | -114.82K |
| Morgan stanley | 203.67K | 0.00% | -114.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| B. riley wealth advisors | 447.95K | 0.43% | 447.95K | $17.02M |
| Y-intercept (hong kong) | 45.98K | 0.03% | 45.98K | $1.05M |
| Millrace asset group | 44.54K | 1.64% | 44.54K | $1.69M |
| Raymond james financial | 21.39K | 0.00% | 21.39K | $488.23K |
| Numerai gp | 13.55K | 0.04% | 13.55K | $309.26K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Northwestern mutual wealth management | -6.00 |
| Lindbrook capital | -9.00 |
| Ifp advisors | -11.00 |
| Innealta capital | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 119 | -9.16% | 9,408,546 | -5.25% | 72 | 1.27% | 63 | -4.55% | 40 | -13.04% |
| Mar 31, 2025 | 5 | -96.38% | 276,278 | -97.20% | 2 | 0.04% | 3 | -96.00% | 2 | -95.12% |
| Dec 31, 2024 | 136 | 3.82% | 9,405,626 | -4.39% | 71 | 1.29% | 74 | 17.46% | 41 | 2.50% |
| Sep 30, 2024 | 130 | 8.33% | 9,389,611 | -5.80% | 71 | 1.24% | 63 | - | 39 | -4.88% |
| Jun 30, 2024 | 119 | -4.80% | 9,967,217 | 1.65% | 75 | 1.39% | 63 | -5.97% | 41 | 5.13% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Royce Small-Cap Quality Value Composite | 612.20K | 4.84% | 39.81K |
| Royce Small-Cap Total Return Invmt | 612.20K | 4.84% | 39.81K |
| Vanguard Total Stock Mkt Idx Inv | 350.66K | 2.77% | -7.73K |
| Vanguard US Total Market Shares ETF | 356.54K | 2.75% | 252.00 |
| BBH Partner Fund Small Cap Equity | 332.00K | 2.54% | -68.00K |
| iShares Russell 2000 ETF | 252.52K | 2.00% | -4.83K |
| Embark Small Cap Equity Institutional | 249.63K | 1.92% | 4.65K |
| Embark Small Cap Equity Retirement | 192.41K | 1.52% | -60.52K |
| Royce Small-Cap Composite | 183.97K | 1.46% | 183.97K |
| Royce Small-Cap Fund Invmt | 183.97K | 1.46% | 8.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
FC Ownership FAQ
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