Franklin Covey Co (FC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

12,181,481Shares Outstanding

393,221Shares held by institutions

$6,849,910Value of institutional holdings

68.45%Institutional ownership %

-8.06%Shares Changed QoQ

97No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Franklin Covey Co (NYSE:FC) currently has 97 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

These investors collectively held 68.4% of the company's total shares outstanding in December 2025, down from 73.7% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by -8.06%, with a year-over-year a decrease of 29.71% in the count of filers.
During the quarter, 44 institutions bought more Franklin Covey shares, 39 sold shares, and 14 of the 97 total investors held their position steady.
Collectively, institutional investors decreased their stake in Franklin Covey to 8.34Mn shares as of December 2025, a change that is down by 730.77K shares quarter on quarter and down 1.51Mn shares year over year.
The top institutional stake in Franklin Covey as of December 31, 2025 belongs to ALLIANCEBERNSTEIN L.P., which owns 1.14Mn shares, or 9.39% of the company.
Among the most significant buyers of Franklin Covey during December 2025 were FEDERATED HERMES, INC. (171.74K), ALLIANCEBERNSTEIN L.P. (91.17K), MARSHALL WACE, LLP (51.33K), TWO SIGMA INVESTMENTS, LP (41.09K), DEUTSCHE BANK AG\ (31.44K).
Leading sellers of Franklin Covey stock in December 2025 included ROYCE & ASSOCIATES LP (388.99K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (278.45K), MILLENNIUM MANAGEMENT LLC (190.16K), MCMORGAN & CO LLC (75.73K), Russell Investments Group, Ltd. (71.24K).
The top 10 institutional holders of Franklin Covey for the quarter ending December 2025 included ALLIANCEBERNSTEIN L.P. (1.14Mn), BlackRock, Inc. (985.33K), VANGUARD GROUP INC (667.25K), RICE HALL JAMES & ASSOCIATES, LLC (480.65K), ROYCE & ASSOCIATES LP (449.00K), FEDERATED HERMES, INC. (376.39K), DIMENSIONAL FUND ADVISORS LP (319.30K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (312.87K), GEODE CAPITAL MANAGEMENT, LLC (301.46K), ACADIAN ASSET MANAGEMENT LLC (275.97K).

97 Institutional Holders

393,221 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	1,143,853	91,173	8.66%	$19,193,853.00
BlackRock, Inc.	31 Dec, 2025	985,333	13,591	1.40%	$16,533,887.00
VANGUARD GROUP INC	31 Dec, 2025	667,247	-32,745	-4.68%	$11,196,404.00
RICE HALL JAMES & ASSOCIATES, LLC	31 Dec, 2025	480,654	-3,298	-0.68%	$8,065,374.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	448,999	-388,988	-46.42%	$7,534,203.00
FEDERATED HERMES, INC.	31 Dec, 2025	376,393	171,744	83.92%	$6,315,875.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	319,302	-36,490	-10.26%	$5,358,003.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Dec, 2025	312,870	-278,448	-47.09%	$5,249,951.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	301,459	1,626	0.54%	$5,059,538.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	275,974	-21,159	-7.12%	$4,628.00
STATE STREET CORP	31 Dec, 2025	239,118	-2,057	-0.85%	$4,012,400.00
HERALD INVESTMENT MANAGEMENT Ltd	31 Dec, 2025	175,000	0	0.00%	$2,933,000.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	172,493	12,550	7.85%	$2,894,433.00
JACOBS LEVY EQUITY MANAGEMENT, INC	31 Dec, 2025	171,303	-3,021	-1.73%	$2,874,464.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	146,837	-50,184	-25.47%	$2,463,925.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	132,986	-14,443	-9.80%	$2,231,506.00
MORGAN STANLEY	31 Dec, 2025	122,840	14,712	13.61%	$2,061,256.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	117,203	-15,100	-11.41%	$1,966,666.00
DEUTSCHE BANK AG\	31 Dec, 2025	116,658	31,439	36.89%	$1,957,521.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	103,469	-23,637	-18.60%	$1,736,210.00

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