Franklin Covey Co (FC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

310,279Shares held by institutions

$4,815,530Value of institutional holdings

73.55%Institutional ownership %

-5.89%Shares Changed QoQ

120No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Franklin Covey Co (NYSE:FC) is held by 101 institutional investors per 13F filings through December 2025.

Collectively, these holders controlled 68.8% of Franklin Covey's outstanding shares in December 2025, down from 73.4% in September 2025.
They decreased total shares held in FC by -9.32% quarter over quarter, and investors in Franklin Covey decreased 26.81% from a year ago.
Of these 101 holders, 47 added to their stakes in Franklin Covey, 40 trimmed positions, and 14 made no changes.
Altogether, these fund groups held 8.4Mn shares in FC by December 2025, down by 862.76K shares quarter on quarter, and down 1.63Mn shares year over year.
As of December 31, 2025, ALLIANCEBERNSTEIN L.P. held the largest stake in Franklin Covey with 1.14Mn shares, accounting for 9.37% of total shares outstanding.
The most significant purchases of FC for the quarter ending December 2025 came from 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).
The biggest sellers of Franklin Covey for the quarter ending December 2025 included ROYCE & ASSOCIATES LP (388.99K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (278.45K), MILLENNIUM MANAGEMENT LLC (190.16K), Bank Of America Corp /De/ (161.87K), MCMORGAN & CO LLC (75.73K).
Business Quant data shows the 10 biggest positions in Franklin Covey as of December 2025 are held by ALLIANCEBERNSTEIN L.P. (1.14Mn), BlackRock, Inc. (985.33K), VANGUARD GROUP INC (667.25K), RICE HALL JAMES & ASSOCIATES, LLC (480.65K), ROYCE & ASSOCIATES LP (449.0K), Federated Hermes, Inc. (376.39K), DIMENSIONAL FUND ADVISORS LP (319.3K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (312.87K), GEODE CAPITAL MANAGEMENT, LLC (301.46K), ACADIAN ASSET MANAGEMENT LLC (275.97K).

101 Institutional Holders

310,279 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	13,591	1.40%	$0.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	91,173	8.66%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	-71,237	-52.77%	$0.00
Barclays Plc	31 Dec, 2025	-22,887	-43.13%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-32,745	-4.68%	$0.00
SummerHaven Investment Management, LLC	31 Dec, 2025	0	0.00%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	24,694	0.00%	$0.00
RICE HALL JAMES & ASSOCIATES, LLC	31 Dec, 2025	-3,298	-0.68%	$0.00
Quantinno Capital Management LP	31 Dec, 2025	20,157	113.50%	$0.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	-388,988	-46.42%	$0.00
UBS Group AG	31 Dec, 2025	10,582	59.33%	$0.00
Federated Hermes, Inc.	31 Dec, 2025	171,744	83.92%	$0.00
Illumine Investment Management, LLC	31 Dec, 2025	1,776	6.92%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-36,490	-10.26%	$0.00
Nuveen, LLC	31 Dec, 2025	0	0.00%	$0.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Dec, 2025	-278,448	-47.09%	$0.00
Bridge City Capital, LLC	31 Dec, 2025	0	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,626	0.54%	$0.00
Soltis Investment Advisors LLC	31 Dec, 2025	-595	-3.86%	$0.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	-21,159	-7.12%	$0.00

1 - 20 of 101

Research Tools