Franklin Covey Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 1.06 M | $17.71 M | -7.75% | 9.24% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 1.04 M | $16.46 M | 132.23% | 9.13% |
| BLACKROCK, INC. | 05/13/2026 | 925.72 K | $14.62 M | -6.05% | 8.10% |
| RICE HALL JAMES & ASSOCIATES, LLC | 05/15/2026 | 510.69 K | $8.06 M | 6.25% | 4.47% |
| 05/15/2026 | 467.56 K | $7.38 M | 100.00% | 4.09% | |
| FEDERATED HERMES, INC. | 05/11/2026 | 440.13 K | $6.95 M | 16.93% | 3.85% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 316.69 K | $5.00 M | -0.82% | 2.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 241.48 K | $3.81 M | -19.90% | 2.11% |
| STATE STREET CORP | 05/15/2026 | 240.00 K | $3.79 M | 0.37% | 2.10% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 196.36 K | $3.10 M | 14.63% | 1.72% |
| HERALD INVESTMENT MANAGEMENT LTD | 05/13/2026 | 175.00 K | $2.76 M | 0.00% | 1.53% |
| MARSHALL WACE, LLP | 05/15/2026 | 161.97 K | $2.56 M | 215.53% | 1.42% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 159.83 K | $2.52 M | -42.08% | 1.40% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 140.80 K | $2.22 M | 102.71% | 1.23% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 129.56 K | $2.05 M | 26.15% | 1.13% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 116.19 K | $1.83 M | 141.41% | 1.02% |
| 05/08/2026 | 113.66 K | $1.79 M | 100.00% | 1.00% | |
| MORGAN STANLEY | 05/15/2026 | 112.42 K | $1.78 M | -8.49% | 0.98% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 108.91 K | $1.72 M | 238.08% | 0.95% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 107.15 K | $1.69 M | -19.43% | 0.94% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 104.29 K | $1.65 M | 64.44% | 0.91% |
| NORTHERN TRUST CORP | 05/14/2026 | 87.17 K | $1.38 M | -7.23% | 0.76% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 86.30 K | $1.36 M | -26.36% | 0.76% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 80.97 K | $1.28 M | -30.59% | 0.71% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 77.89 K | $1.23 M | -7.45% | 0.68% |
| JANE STREET GROUP, LLC | 05/12/2026 | 77.02 K | $1.22 M | 104.86% | 0.67% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 05/15/2026 | 69.47 K | $1.10 M | 0.00% | 0.61% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 69.31 K | $1.09 M | 82.80% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 68.37 K | $1.08 M | 100.00% | 0.60% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 68.20 K | $1.08 M | 0.00% | 0.60% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 64.48 K | $1.02 M | 1.12% | 0.56% |
| XTX TOPCO LTD | 05/15/2026 | 53.59 K | $846.25 K | 318.70% | 0.47% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 50.00 K | $789.50 K | -51.68% | 0.44% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 36.79 K | $581.00 K | 6.57% | 0.32% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 35.65 K | $562.85 K | -2.39% | 0.31% |
| NUVEEN, LLC | 04/30/2026 | 33.57 K | $530.02 K | 30.14% | 0.29% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 04/24/2026 | 32.13 K | $507.33 K | -21.29% | 0.28% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 29.41 K | $464.35 K | -48.67% | 0.26% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 29.12 K | $459.84 K | 44.10% | 0.26% |
| GLOBEFLEX CAPITAL L P | 05/13/2026 | 28.43 K | $448.86 K | -24.83% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 22.60 K | $356.82 K | 112.87% | 0.20% |
| INVESCO LTD. | 05/12/2026 | 22.58 K | $356.52 K | 4.76% | 0.20% |
| STRS OHIO | 04/24/2026 | 20.80 K | $328.43 K | 0.00% | 0.18% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 20.31 K | $320.65 K | 100.00% | 0.18% |
| BRIDGE CITY CAPITAL, LLC | 05/13/2026 | 19.12 K | $301.84 K | 26.76% | 0.17% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 18.88 K | $298.08 K | 27.36% | 0.17% |
| CITADEL ADVISORS LLC | 05/15/2026 | 18.43 K | $290.98 K | 100.00% | 0.16% |
| BARCLAYS PLC | 05/15/2026 | 16.73 K | $264.15 K | -44.56% | 0.15% |
| CWC ADVISORS, LLC. | 04/16/2026 | 16.64 K | $262.67 K | 100.00% | 0.15% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 16.14 K | $254.85 K | -1.30% | 0.14% |
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Franklin Covey Co. institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Franklin Covey Co.. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 1.06 M
ROYCE & ASSOCIATES LP: 1.04 M
BlackRock, Inc.: 925,718
RICE HALL JAMES & ASSOCIATES, LLC: 510,689
FEDERATED HERMES, INC.: 440,126
DIMENSIONAL FUND ADVISORS LP: 316,691
73.10% of Franklin Covey Co. stock is owned by institutional investors.
Institutional investors have bought a total of 11.35 M shares in the last 24 months. This purchase volume represents approximately $137.51 M in transactions.