Franklin Covey Ownership | Who Owns Franklin Covey?
Franklin Covey Ownership Summary
Franklin Covey is owned by 71.84% institutional investors, 15.37% insiders, and 12.79% retail investors. Blackrock is the largest institutional shareholder, holding 8.91% of FC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.75% of its assets in Franklin Covey shares.
FC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Franklin Covey | 71.84% | 15.37% | 12.79% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.17M | 8.91% | $44.57M |
| Blackrock funding, inc. /de | 1.16M | 8.83% | $43.45M |
| Vanguard group | 734.87K | 5.61% | $27.62M |
| Punch & associates investment management | 679.10K | 5.19% | $25.52M |
| Alliancebernstein | 614.50K | 4.69% | $23.09M |
| Rice hall james & associates | 533.92K | 4.08% | $20.06M |
| B. riley wealth advisors | 447.95K | 3.40% | $17.02M |
| Dimensional fund advisors lp | 436.74K | 3.34% | $16.41M |
| Nine ten capital management | 418.17K | 3.19% | $15.71M |
| Geode capital management | 301.05K | 2.30% | $11.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nine ten capital management | 418.17K | 4.49% | $15.71M |
| Millrace asset group | 44.54K | 1.64% | $1.69M |
| Punch & associates investment management | 679.10K | 1.39% | $25.52M |
| Rice hall james & associates | 533.92K | 1.10% | $20.06M |
| Herald investment management | 160.00K | 0.98% | $6.01M |
| Pembroke management | 147.82K | 0.69% | $5.56M |
| Mcmorgan | 106.11K | 0.62% | $3.99M |
| Dean capital management | 33.33K | 0.53% | $1.25M |
| B. riley wealth advisors | 447.95K | 0.43% | $17.02M |
| Harbor capital advisors | 251.26K | 0.41% | $9.44M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley wealth advisors | 447.95K | 0.43% | 447.95K |
| Royce & associates lp | 140.79K | 0.05% | 126.51K |
| Allspring global investments | 58.16K | 0.00% | 58.16K |
| Punch & associates investment management | 679.10K | 1.39% | 49.43K |
| Millrace asset group | 44.54K | 1.64% | 44.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | - | - | -174.79K |
| Silvercrest asset management group | - | - | -140.84K |
| Morgan stanley | 203.67K | 0.00% | -114.71K |
| Blue grotto capital | - | - | -100.00K |
| Blackrock | 1.17M | 0.00% | -76.13K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| B. riley wealth advisors | 447.95K | 0.43% | 447.95K | $17.02M |
| Allspring global investments | 58.16K | 0.00% | 58.16K | $2.19M |
| Millrace asset group | 44.54K | 1.64% | 44.54K | $1.69M |
| Exoduspoint capital management, lp | 10.46K | 0.00% | 10.46K | $393.00K |
| Hancock whitney | 8.22K | 0.01% | 8.22K | $309.02K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Rothschild investment | -5.00 |
| Lindbrook capital | -9.00 |
| Innealta capital | -11.00 |
| Global retirement partners | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 119 | -4.80% | 9,967,217 | 1.65% | 75 | 1.39% | 63 | -5.97% | 41 | 5.13% |
| Mar 31, 2024 | 125 | 1.63% | 9,805,516 | 5.83% | 73 | 1.51% | 67 | 17.54% | 39 | -7.14% |
| Dec 31, 2023 | 123 | -2.38% | 9,265,215 | 2.81% | 69 | 1.60% | 57 | 14.00% | 42 | -22.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 356.54K | 2.75% | 252.00 |
| Vanguard Total Stock Mkt Idx Inv | 358.39K | 2.72% | - |
| BBH Partner Fund Small Cap Equity | 332.00K | 2.54% | -68.00K |
| iShares Russell 2000 ETF | 277.35K | 2.14% | -2.42K |
| Embark Small Cap Equity Retirement | 244.99K | 1.89% | - |
| Embark Small Cap Equity Institutional | 244.99K | 1.86% | - |
| AB Small Cap Value Advisor | 169.95K | 1.31% | 18.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 172.09K | 1.30% | 369.00 |
| Herald Ord | 160.00K | 1.21% | - |
| Royce Small-Cap Total Return Invmt | 138.62K | 1.05% | 138.62K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
FC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools