Franklin Covey Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 1.05 M | $20.43 M | 70.42% | 8.17% |
| BLACKROCK, INC. | 11/12/2025 | 971.74 K | $18.86 M | -4.30% | 7.54% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 837.99 K | $16.27 M | -15.80% | 6.50% |
| VANGUARD GROUP INC | 11/07/2025 | 699.99 K | $13.59 M | -2.22% | 5.43% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 591.32 K | $11.48 M | 0.31% | 4.59% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/16/2025 | 483.95 K | $9.39 M | -9.32% | 3.75% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 355.79 K | $6.91 M | -1.00% | 2.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 299.83 K | $5.82 M | -4.70% | 2.33% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 297.13 K | $5.77 M | -17.35% | 2.31% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 259.62 K | $5.04 M | 886.13% | 2.01% |
| STATE STREET CORP | 11/14/2025 | 241.18 K | $4.68 M | 0.96% | 1.87% |
| FEDERATED HERMES, INC. | 11/03/2025 | 204.65 K | $3.97 M | -0.02% | 1.59% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 197.02 K | $3.82 M | 0.00% | 1.53% |
| HERALD INVESTMENT MANAGEMENT LTD | 11/07/2025 | 175.00 K | $3.40 M | 100.00% | 1.36% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 174.32 K | $3.38 M | 122.72% | 1.35% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 159.94 K | $3.10 M | 22.76% | 1.24% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 147.43 K | $2.86 M | 14.79% | 1.14% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 135.00 K | $2.62 M | -26.48% | 1.05% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 132.30 K | $2.57 M | -10.06% | 1.03% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 127.11 K | $2.47 M | 17.05% | 0.99% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 117.20 K | $2.27 M | 100.00% | 0.91% |
| MORGAN STANLEY | 11/14/2025 | 108.13 K | $2.10 M | -13.51% | 0.84% |
| NORTHERN TRUST CORP | 11/14/2025 | 96.14 K | $1.87 M | -5.72% | 0.75% |
| MCMORGAN & CO LLC | 11/12/2025 | 86.79 K | $1.68 M | -17.61% | 0.67% |
| CITADEL ADVISORS LLC | 11/14/2025 | 85.76 K | $1.66 M | 49.93% | 0.67% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 85.22 K | $1.65 M | 0.00% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 83.70 K | $1.62 M | -10.43% | 0.65% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 78.84 K | $1.53 M | -56.57% | 0.61% |
| HARBOR CAPITAL ADVISORS, INC. | 10/15/2025 | 72.63 K | $1.41 M | -71.29% | 0.56% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 11/14/2025 | 69.47 K | $1.35 M | 0.00% | 0.54% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 56.75 K | $1.10 M | 163.91% | 0.44% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 51.26 K | $994.92 K | 100.00% | 0.40% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 41.32 K | $801.94 K | -23.20% | 0.32% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 40.82 K | $792.30 K | 100.00% | 0.32% |
| GLOBEFLEX CAPITAL L P | 11/12/2025 | 37.82 K | $734.03 K | 0.00% | 0.29% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 36.10 K | $700.70 K | -22.37% | 0.28% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 35.48 K | $688.71 K | -1.89% | 0.28% |
| ROYAL BANK OF CANADA | 11/14/2025 | 34.65 K | $673.00 K | 27.42% | 0.27% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 30.81 K | $597.93 K | -1.22% | 0.24% |
| JANE STREET GROUP, LLC | 11/14/2025 | 28.88 K | $560.50 K | -45.28% | 0.22% |
| NUVEEN, LLC | 11/12/2025 | 25.79 K | $500.64 K | 0.00% | 0.20% |
| ILLUMINE INVESTMENT MANAGEMENT, LLC | 11/04/2025 | 25.65 K | $497.91 K | 6.14% | 0.20% |
| CITADEL ADVISORS LLC | 11/14/2025 | 25.20 K | $489.13 K | 129.09% | 0.20% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 24.01 K | $465.98 K | -14.10% | 0.19% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 23.51 K | $456.31 K | -17.15% | 0.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 22.82 K | $443.00 K | 10.67% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 22.33 K | $433.50 K | -40.59% | 0.17% |
| QUEST PARTNERS LLC | 11/03/2025 | 21.78 K | $422.71 K | 64.66% | 0.17% |
| PHARVISION ADVISERS, LLC | 11/17/2025 | 21.20 K | $411.43 K | 100.00% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 20.78 K | $403.36 K | -2.87% | 0.16% |
Franklin Covey Co. institutional Ownership - FAQ's
During the previous two years, 166 institutional investors and hedge funds held shares of Franklin Covey Co.. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 1.05 M
BlackRock, Inc.: 971,742
ROYCE & ASSOCIATES LP: 837,987
VANGUARD GROUP INC: 699,992
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 591,318
RICE HALL JAMES & ASSOCIATES, LLC: 483,952
73.21% of Franklin Covey Co. stock is owned by institutional investors.
Institutional investors have bought a total of 12.32 M shares in the last 24 months. This purchase volume represents approximately $240.85 M in transactions.