Franklin Covey Ownership | Who Owns Franklin Covey?

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Franklin Covey Ownership Summary

Franklin Covey is owned by 72.15% institutional investors, 18.65% insiders, and 9.19% retail investors. Alliancebernstein is the largest institutional shareholder, holding 9.24% of FC shares. Royce Small-Cap Quality Value Composite is the top mutual fund, with 5.44% of its assets in Franklin Covey shares.

FC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Franklin Covey	72.15%	18.65%	9.19%
Sector	Industrials Stocks	49.45%	15.98%	34.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Alliancebernstein	1.06M	9.24%	$17.71M
Royce & associates lp	1.04M	9.13%	$16.46M
Blackrock	1.17M	8.91%	$44.57M
Blackrock funding, inc. /de	925.72K	8.10%	$14.62M
Vanguard group	667.25K	5.46%	$11.20M
Rice hall james & associates	510.69K	4.47%	$8.06M
Federated hermes	440.13K	3.85%	$6.95M
B. riley wealth advisors	447.95K	3.40%	$17.02M
Dimensional fund advisors lp	316.69K	2.77%	$5.00M
Geode capital management	241.48K	2.11%	$3.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Millrace asset group	44.54K	1.64%	$1.69M
Herald investment management	175.00K	0.58%	$4.29M
Rice hall james & associates	510.69K	0.45%	$8.06M
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
Cwc advisors, llc.	15.80K	0.17%	$387.50K
Royce & associates lp	1.04M	0.16%	$16.46M
Bridge city capital	19.12K	0.08%	$301.84K
Globeflex capital l p	28.43K	0.07%	$448.86K

Top Buyers

Holder	Shares	% Assets	Change
Royce & associates lp	1.04M	0.16%	593.71K
B. riley wealth advisors	447.95K	0.43%	447.95K
Marshall wace, llp	161.97K	0.00%	110.64K
Aqr capital management	108.91K	0.00%	76.69K
Millennium management	140.80K	0.00%	71.34K

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
Pembroke management	-	-	-147.82K

New Positions

Holder	Shares	% Assets	Change	Value
B. riley wealth advisors	447.95K	0.43%	447.95K	$17.02M
Vanguard fiduciary trust	68.37K	0.00%	68.37K	$1.08M
Millrace asset group	44.54K	1.64%	44.54K	$1.69M
Pharvision advisers	21.20K	0.23%	21.20K	$411.43K
Inscription capital	11.79K	0.02%	11.79K	$186.23K

Sold Out

Holder	Change
Clearstead advisors	-1.00
Nelson, van denburg & campbell wealth management group	-2.00
Root financial partners	-3.00
Northwestern mutual wealth management	-6.00
Lindbrook capital	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	5	-96.38%	276,278	-97.20%	2	0.04%	3	-96.00%	2	-95.12%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Royce Small-Cap Quality Value Composite	613.10K	5.44%	327.80K
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
AB Small Cap Value Advisor	250.69K	2.22%	-
iShares Russell 2000 ETF	248.46K	2.20%	1.49K
Embark Small Cap Equity Institutional	249.63K	1.92%	4.65K
Royce Small-Cap Composite	190.20K	1.69%	119.67K
Royce Small-Cap Trust	176.59K	1.56%	-34.56K

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 the most shares of Franklin Covey?

Franklin Covey’s largest shareholders are Alliancebernstein (1.06M shares, 9.24%), Royce & associates lp (1.04M shares, 9.13%), and Blackrock (1.17M shares, 8.91%). Together, they hold 27.28% 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 5.44% of its total shares outstanding invested in 613.1K Franklin Covey shares.

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