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 Total Return Invmt 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 | 64.07% | 12.69% | 23.24% |
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 | 483.95K | 3.75% | $9.39M |
| 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 |
| Townsquare capital | 234.44K | 0.52% | $5.35M |
| Rice hall james & associates | 483.95K | 0.51% | $9.39M |
| 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 |
| Royce & associates lp | 995.22K | 0.23% | $22.71M |
| Entrypoint capital | 13.02K | 0.15% | $297.14K |
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 |
|---|---|---|---|
| Harbor capital advisors | 72.63K | 0.11% | -180.30K |
| Wasatch advisors lp | - | - | -174.79K |
| Pembroke management | - | - | -147.82K |
| Silvercrest asset management group | - | - | -140.84K |
| Nine ten capital management | - | - | -114.82K |
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 |
| Exchange traded concepts | 13.97K | 0.00% | 13.97K | $271.24K |
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 Total Return Invmt | 612.20K | 4.84% | 39.81K |
| Royce Small-Cap Quality Value Composite | 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 | 258.09K | 2.04% | - |
| Embark Small Cap Equity Institutional | 249.63K | 1.92% | 4.65K |
| AB Small Cap Value Advisor | 212.50K | 1.68% | 55.35K |
| Embark Small Cap Equity Retirement | 192.41K | 1.52% | -60.52K |
| Royce Small-Cap Composite | 183.97K | 1.46% | 183.97K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
FC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools