Franklin Covey Ownership | Who Owns Franklin Covey?

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Franklin Covey Ownership Summary

Franklin Covey is owned by 73.59% institutional investors, 18.62% insiders, and 7.79% retail investors. Alliancebernstein is the largest institutional shareholder, holding 9.40% of FC shares. Royce Small-Cap Quality Value Composite is the top mutual fund, with 4.77% of its assets in Franklin Covey shares.

FC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Franklin Covey	73.59%	18.62%	7.79%
Sector	Consumer Defensive Stocks	49.98%	17.14%	32.88%
Industry	Education Stocks	42.14%	14.02%	43.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Alliancebernstein	1.06M	9.40%	$16.72M
Blackrock	1.17M	8.91%	$44.57M
Blackrock funding, inc. /de	986.19K	8.76%	$24.19M
Royce & associates lp	881.36K	7.83%	$21.62M
Vanguard group	667.25K	5.46%	$11.20M
Rice hall james & associates	495.65K	4.40%	$12.16M
Federated hermes	440.15K	3.91%	$10.80M
Vanguard capital management	405.95K	3.61%	$9.96M
B. riley wealth advisors	447.95K	3.40%	$17.02M
Geode capital management	303.41K	2.69%	$7.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Millrace asset group	44.54K	1.64%	$1.69M
Rice hall james & associates	495.65K	0.59%	$12.16M
Herald investment management	175.00K	0.58%	$4.29M
B. riley wealth advisors	447.95K	0.43%	$17.02M
Summerhaven investment management	32.13K	0.42%	$788.15K
Pharvision advisers	21.20K	0.23%	$411.43K
Royce & associates lp	881.36K	0.17%	$21.62M
Cwc advisors, llc.	15.80K	0.17%	$387.50K
Divisadero street capital management, lp	185.55K	0.10%	$4.55M
Globeflex capital l p	28.43K	0.09%	$697.31K

Top Buyers

Holder	Shares	% Assets	Change
B. riley wealth advisors	447.95K	0.43%	447.95K
Divisadero street capital management, lp	185.55K	0.10%	185.55K
Russell investments group	163.02K	0.00%	98.54K
Sixth street partners management company	85.07K	0.00%	85.07K
Aqr capital management	175.34K	0.00%	66.43K

Top Sellers

Holder	Shares	% Assets	Change
Punch & associates investment management	-	-	-312.87K
Townsquare capital	-	-	-234.44K
Wasatch advisors lp	-	-	-174.79K
Hotchkis & wiley capital management	-	-	-172.49K
Royce & associates lp	881.36K	0.17%	-161.35K

New Positions

Holder	Shares	% Assets	Change	Value
B. riley wealth advisors	447.95K	0.43%	447.95K	$17.02M
Divisadero street capital management, lp	185.55K	0.10%	185.55K	$4.55M
Sixth street partners management company	85.07K	0.00%	85.07K	$2.09M
Millrace asset group	44.54K	1.64%	44.54K	$1.69M
Trexquant investment lp	35.27K	0.01%	35.27K	$865.22K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Root financial partners	-3.00
Northwestern mutual wealth management	-6.00
Lindbrook capital	-9.00
Innealta capital	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	114	6.54%	8,286,474	-0.75%	73	1.38%	66	10.00%	34	-
Mar 31, 2026	102	-2.86%	8,241,483	-2.46%	72	1.51%	58	23.40%	32	-21.95%
Dec 31, 2025	46	-58.56%	3,305,357	-64.98%	27	0.51%	22	-60.00%	16	-58.97%
Sep 30, 2025	54	-51.35%	4,691,256	-43.23%	36	0.89%	19	-68.85%	24	-33.33%
Jun 30, 2025	119	-9.16%	9,408,546	-5.25%	72	1.27%	63	-4.55%	40	-13.04%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Royce Small-Cap Quality Value Composite	538.25K	4.77%	-74.85K
Royce Small-Cap Total Return Invmt	538.25K	4.77%	-74.85K
Vanguard US Total Market Shares ETF	356.54K	2.75%	252.00
BBH Partner Fund Small Cap Equity	332.00K	2.54%	-68.00K
Vanguard Total Stock Mkt Idx Inv	286.27K	2.53%	-63.37K
Vanguard MStar Total Stk Mkt Idx Invest	286.27K	2.53%	-
Vanguard Morn Total Stk Mkt Idx Investor	286.27K	2.53%	-63.37K
iShares Russell 2000 ETF	241.58K	2.14%	-4.32K
AB Small Cap Value Advisor	235.56K	2.09%	-15.14K
Embark Small Cap Equity Institutional	249.63K	1.92%	4.65K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 10, 2025	Covey Michael Sean Merrill	President, Education Division	Sell	$102.79K
Nov 24, 2020	STEPP ESTHER KAY	-	Sell	$92.12K
Jun 19, 2020	STEPP ESTHER KAY	-	Sell	$94.29K
May 21, 2020	STEPP ESTHER KAY	-	Sell	$79.20K
May 11, 2020	Fung Michael	-	Buy	$100.30K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	-	1
2025 Q3	-	-

FC Ownership FAQ

Who Owns Franklin Covey?

Franklin Covey shareholders are primarily institutional investors at 73.59%, followed by 18.62% insiders and 7.79% retail investors. The average institutional ownership in Franklin Covey's industry, Education Stocks , is 42.14%, which Franklin Covey exceeds.

Who owns the most shares of Franklin Covey?

Franklin Covey’s largest shareholders are Alliancebernstein (1.06M shares, 9.40%), Blackrock (1.17M shares, 8.91%), and Blackrock funding, inc. /de (986.19K shares, 8.76%). Together, they hold 27.07% of Franklin Covey’s total shares outstanding.

Does Blackrock own Franklin Covey?

Yes, BlackRock owns 8.91% of Franklin Covey, totaling 1.17M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 44.57M$. In the last quarter, BlackRock decreased its holdings by -76.134K shares, a -6.10% change.

Who is Franklin Covey’s biggest shareholder by percentage of total assets invested?

Millrace asset group is Franklin Covey’s biggest shareholder by percentage of total assets invested, with 1.64% of its assets in 44.54K Franklin Covey shares, valued at 1.69M$.

Who is the top mutual fund holder of Franklin Covey shares?

Royce Small-Cap Quality Value Composite is the top mutual fund holder of Franklin Covey shares, with 4.77% of its total shares outstanding invested in 538.25K Franklin Covey shares.

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