Franklin Covey Ownership | Who Owns Franklin Covey?
Franklin Covey Ownership Summary
Franklin Covey is owned by 2.11% institutional investors, 15.60% insiders, and 82.29% 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 4.41% of its assets in Franklin Covey shares.
FC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Franklin Covey | 2.11% | 15.60% | 82.29% |
| Sector | Industrials Stocks | 39.26% | 12.57% | 48.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.17M | 8.91% | $44.57M |
| Blackrock funding, inc. /de | 1.16M | 8.83% | $43.45M |
| Vanguard group | 734.87K | 5.61% | $27.62M |
| Punch & associates investment management | 679.10K | 5.19% | $25.52M |
| Alliancebernstein | 614.50K | 4.69% | $23.09M |
| Rice hall james & associates | 533.92K | 4.08% | $20.06M |
| B. riley wealth advisors | 447.95K | 3.40% | $17.02M |
| Dimensional fund advisors lp | 436.74K | 3.34% | $16.41M |
| Geode capital management | 301.05K | 2.30% | $11.32M |
| Acadian asset management | 290.49K | 2.22% | $10.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Millrace asset group | 44.54K | 1.64% | $1.69M |
| Punch & associates investment management | 679.10K | 1.39% | $25.52M |
| Nine ten capital management | 114.82K | 1.18% | $3.17M |
| Rice hall james & associates | 533.92K | 1.10% | $20.06M |
| Herald investment management | 160.00K | 0.98% | $6.01M |
| Mcmorgan | 106.11K | 0.62% | $3.99M |
| Dean capital management | 33.33K | 0.53% | $1.25M |
| B. riley wealth advisors | 447.95K | 0.43% | $17.02M |
| Harbor capital advisors | 251.26K | 0.41% | $9.44M |
| Dean investment associates | 49.46K | 0.26% | $1.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley wealth advisors | 447.95K | 0.43% | 447.95K |
| Royce & associates lp | 140.79K | 0.05% | 126.51K |
| Jane street group | 84.87K | 0.00% | 62.20K |
| Punch & associates investment management | 679.10K | 1.39% | 49.43K |
| Millrace asset group | 44.54K | 1.64% | 44.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nine ten capital management | 114.82K | 1.18% | -303.35K |
| Wasatch advisors lp | - | - | -174.79K |
| Pembroke management | - | - | -147.82K |
| Silvercrest asset management group | - | - | -140.84K |
| 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 |
| Millrace asset group | 44.54K | 1.64% | 44.54K | $1.69M |
| Hancock whitney | 8.22K | 0.01% | 8.22K | $309.02K |
| Intech investment management | 5.41K | 0.00% | 5.41K | $203.19K |
| State of tennessee, treasury department | 5.39K | 0.00% | 5.39K | $202.56K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Rothschild investment | -5.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 125 | 1.63% | 9,805,516 | 5.83% | 73 | 1.51% | 67 | 17.54% | 39 | -7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Royce Small-Cap Total Return Invmt | 572.39K | 4.41% | 433.77K |
| Royce Small-Cap Quality Value Composite | 572.39K | 4.41% | 433.77K |
| Vanguard Total Stock Mkt Idx Inv | 358.39K | 2.76% | - |
| 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 | 280.12K | 2.16% | 138.00 |
| Embark Small Cap Equity Retirement | 253.65K | 1.95% | 4.01K |
| Embark Small Cap Equity Institutional | 249.63K | 1.92% | 4.65K |
| Vanguard Institutional Extnd Mkt Idx Tr | 178.96K | 1.38% | 561.00 |
| Royce Small-Cap Fund Invmt | 175.23K | 1.35% | 175.23K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
FC Ownership FAQ
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