Franklin Covey Ownership | Who Owns Franklin Covey?

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Franklin Covey Ownership Summary

Franklin Covey is owned by 27.07% institutional investors, 18.43% insiders, and 54.50% 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	27.07%	18.43%	54.50%
Sector	Industrials Stocks	47.69%	12.55%	39.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.17M	8.91%	$44.57M
Alliancebernstein	1.05M	8.17%	$20.43M
Blackrock funding, inc. /de	985.33K	8.07%	$16.53M
Vanguard group	667.25K	5.46%	$11.20M
Punch & associates investment management	591.32K	4.59%	$11.48M
Rice hall james & associates	483.95K	3.75%	$9.39M
Royce & associates lp	449.00K	3.68%	$7.53M
B. riley wealth advisors	447.95K	3.40%	$17.02M
Federated hermes	376.39K	3.08%	$6.32M
Dimensional fund advisors lp	319.30K	2.62%	$5.36M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Millrace asset group	44.54K	1.64%	$1.69M
Punch & associates investment management	591.32K	0.67%	$11.48M
Rice hall james & associates	483.95K	0.51%	$9.39M
Herald investment management	175.00K	0.45%	$3.40M
B. riley wealth advisors	447.95K	0.43%	$17.02M
Summerhaven investment management	40.82K	0.39%	$684.94K
Illumine investment management	27.43K	0.34%	$460.24K
Pharvision advisers	21.20K	0.23%	$411.43K
Globeflex capital l p	37.82K	0.10%	$634.57K
Harbor capital advisors	66.34K	0.09%	$1.11M

Top Buyers

Holder	Shares	% Assets	Change
B. riley wealth advisors	447.95K	0.43%	447.95K
Alliancebernstein	1.05M	0.01%	434.96K
Herald investment management	175.00K	0.45%	175.00K
Federated hermes	376.39K	0.01%	171.74K
Bridgeway capital management	117.20K	0.05%	117.20K

Top Sellers

Holder	Shares	% Assets	Change
Royce & associates lp	449.00K	0.08%	-388.99K
Townsquare capital	-	-	-234.44K
Wasatch advisors lp	-	-	-174.79K
Pembroke management	-	-	-147.82K
Silvercrest asset management group	-	-	-140.84K

New Positions

Holder	Shares	% Assets	Change	Value
B. riley wealth advisors	447.95K	0.43%	447.95K	$17.02M
Herald investment management	175.00K	0.45%	175.00K	$3.40M
Bridgeway capital management	117.20K	0.05%	117.20K	$2.27M
Millrace asset group	44.54K	1.64%	44.54K	$1.69M
Pharvision advisers	21.20K	0.23%	21.20K	$411.43K

Sold Out

Holder	Change
Clearstead advisors	-1.00
Nelson, van denburg & campbell wealth management group	-2.00
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 %
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%
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%

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

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 Q1	-	-
2025 Q4	-	1
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-

FC Ownership FAQ

Who owns the most shares of Franklin Covey?

Franklin Covey’s largest shareholders are Blackrock (1.17M shares, 8.91%), Alliancebernstein (1.05M shares, 8.17%), and Blackrock funding, inc. /de (985.33K shares, 8.07%). Together, they hold 25.15% 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 Total Return Invmt is the top mutual fund holder of Franklin Covey shares, with 4.84% of its total shares outstanding invested in 612.2K Franklin Covey shares.

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