Franklin Covey Ownership | Who Owns Franklin Covey?
Franklin Covey Ownership Summary
Franklin Covey is owned by 36.39% institutional investors, 16.88% insiders, and 46.73% 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 | 36.39% | 16.88% | 46.73% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
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 | 971.74K | 7.54% | $18.86M |
| Royce & associates lp | 837.99K | 6.50% | $16.27M |
| Vanguard group | 699.99K | 5.43% | $13.59M |
| Punch & associates investment management | 591.32K | 4.59% | $11.48M |
| Rice hall james & associates | 483.95K | 3.75% | $9.39M |
| B. riley wealth advisors | 447.95K | 3.40% | $17.02M |
| Dimensional fund advisors lp | 355.79K | 2.76% | $6.91M |
| Geode capital management | 299.83K | 2.33% | $5.82M |
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 |
| Summerhaven investment management | 40.82K | 0.46% | $792.30K |
| Herald investment management | 175.00K | 0.45% | $3.40M |
| B. riley wealth advisors | 447.95K | 0.43% | $17.02M |
| Illumine investment management | 25.65K | 0.35% | $497.90K |
| Mcmorgan | 86.79K | 0.26% | $1.68M |
| Pharvision advisers | 21.20K | 0.23% | $411.43K |
| Royce & associates lp | 837.99K | 0.16% | $16.27M |
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 |
| Bridgeway capital management | 117.20K | 0.05% | 117.20K |
| Walleye capital | 51.26K | 0.00% | 51.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Townsquare capital | - | - | -234.44K |
| Harbor capital advisors | 72.63K | 0.11% | -180.30K |
| Wasatch advisors lp | - | - | -174.79K |
| Royce & associates lp | 837.99K | 0.16% | -157.23K |
| Pembroke management | - | - | -147.82K |
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 |
| Walleye capital | 51.26K | 0.00% | 51.26K | $994.92K |
| Millrace asset group | 44.54K | 1.64% | 44.54K | $1.69M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 130 | 8.33% | 9,389,611 | -5.80% | 71 | 1.24% | 63 | - | 39 | -4.88% |
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 |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
FC Ownership FAQ
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