Franklin Covey Ownership | Who Owns Franklin Covey?
Franklin Covey Ownership Summary
Franklin Covey is owned by 71.29% institutional investors, 15.18% insiders, and 13.53% retail investors. Blackrock is the largest institutional shareholder, holding 8.91% of FC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.70% of its assets in Franklin Covey shares.
FC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Franklin Covey | 71.29% | 15.18% | 13.53% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.17M | 8.91% | $44.57M |
| Alliancebernstein | 754.59K | 5.73% | $28.67M |
| Vanguard group | 746.47K | 5.67% | $28.37M |
| Punch & associates investment management | 619.70K | 4.71% | $23.55M |
| Rice hall james & associates | 503.83K | 3.83% | $19.15M |
| Bares capital management | 466.66K | 3.55% | $17.73M |
| Dimensional fund advisors lp | 452.97K | 3.44% | $17.21M |
| B. riley wealth advisors | 447.95K | 3.40% | $17.02M |
| Nine ten capital management | 433.17K | 3.29% | $16.46M |
| Geode capital management | 286.29K | 2.18% | $10.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nine ten capital management | 433.17K | 6.34% | $16.46M |
| Millrace asset group | 44.54K | 1.64% | $1.69M |
| Punch & associates investment management | 619.70K | 1.38% | $23.55M |
| Intrepid capital management | 56.02K | 1.36% | $2.13M |
| Rice hall james & associates | 503.83K | 1.15% | $19.15M |
| Herald investment management | 160.00K | 1.00% | $6.08M |
| Bares capital management | 466.66K | 0.85% | $17.73M |
| Pembroke management | 154.52K | 0.79% | $5.87M |
| Mcmorgan | 87.19K | 0.53% | $3.31M |
| B. riley wealth advisors | 447.95K | 0.43% | $17.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley wealth advisors | 447.95K | 0.43% | 447.95K |
| Alliancebernstein | 754.59K | 0.01% | 423.26K |
| Harbor capital advisors | 102.42K | 0.30% | 70.99K |
| Millrace asset group | 44.54K | 1.64% | 44.54K |
| Vanguard group | 746.47K | 0.00% | 42.87K |
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 |
| Millrace asset group | 44.54K | 1.64% | 44.54K | $1.69M |
| Toroso investments | 16.26K | 0.01% | 16.26K | $617.80K |
| Cornercap investment counsel | 12.91K | 0.08% | 12.91K | $490.47K |
| Point72 asset management | 6.52K | 0.00% | 6.52K | $247.84K |
Sold Out
| Holder | Change |
|---|---|
| Quest partners | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Lindbrook capital | -9.00 |
| Innealta capital | -11.00 |
| Us bancorp \de\ | -48.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 126 | 8.62% | 9,012,287 | -0.03% | 66 | 1.51% | 50 | -21.88% | 54 | 54.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 356.54K | 2.70% | - |
| BBH Partner Fund Small Cap Equity | 332.00K | 2.54% | -68.00K |
| iShares Russell 2000 ETF | 311.47K | 2.36% | -644.00 |
| Embark Small Cap Equity Institutional | 244.99K | 1.89% | 7.50K |
| Vanguard Institutional Extnd Mkt Idx Tr | 185.53K | 1.41% | -768.00 |
| AB Small Cap Value Advisor | 165.15K | 1.26% | -1.05K |
| Herald Ord | 160.00K | 1.22% | - |
| DFA US Micro Cap I | 148.13K | 1.13% | - |
| Fidelity Small Cap Index | 114.23K | 0.87% | -1.98K |
| Federated Hermes MDT Small Cap Core IS | 106.67K | 0.81% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
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