Franklin Covey Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 1.06 M | $16.72 M | 0.33% | 9.40% |
| BLACKROCK, INC. | 08/07/2026 | 986.19 K | $24.19 M | 6.53% | 8.76% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 881.36 K | $21.62 M | -15.47% | 7.83% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2026 | 495.65 K | $12.16 M | -2.94% | 4.40% |
| FEDERATED HERMES, INC. | 08/12/2026 | 440.15 K | $10.80 M | 0.01% | 3.91% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 405.95 K | $9.96 M | -13.18% | 3.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 303.41 K | $7.44 M | 25.65% | 2.69% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 276.03 K | $6.77 M | -12.84% | 2.45% |
| STATE STREET CORP | 08/07/2026 | 224.44 K | $5.51 M | -6.48% | 1.99% |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 08/14/2026 | 185.55 K | $4.55 M | 100.00% | 1.65% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 175.34 K | $4.30 M | 61.00% | 1.56% |
| HERALD INVESTMENT MANAGEMENT LTD | 07/23/2026 | 175.00 K | $4.29 M | 0.00% | 1.55% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 163.02 K | $4.00 M | 152.84% | 1.45% |
| MARSHALL WACE, LLP | 08/13/2026 | 137.46 K | $3.37 M | -15.13% | 1.22% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 134.51 K | $3.30 M | -15.84% | 1.19% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 125.64 K | $3.08 M | -3.03% | 1.12% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 121.32 K | $2.98 M | 6.74% | 1.08% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 117.24 K | $2.88 M | 12.42% | 1.04% |
| MORGAN STANLEY | 08/13/2026 | 115.05 K | $2.82 M | 2.34% | 1.02% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 99.40 K | $2.44 M | -7.24% | 0.88% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 85.07 K | $2.09 M | 9.21% | 0.76% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 85.07 K | $2.09 M | 100.00% | 0.76% |
| NORTHERN TRUST CORP | 08/13/2026 | 84.88 K | $2.08 M | -2.63% | 0.75% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 84.32 K | $2.07 M | -27.43% | 0.75% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 80.55 K | $1.98 M | 61.10% | 0.72% |
| NUVEEN, LLC | 08/11/2026 | 76.74 K | $1.88 M | 128.62% | 0.68% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 75.23 K | $1.85 M | 8.54% | 0.67% |
| JANE STREET GROUP, LLC | 08/14/2026 | 74.98 K | $1.84 M | -2.65% | 0.67% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 72.30 K | $1.77 M | -16.22% | 0.64% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 08/14/2026 | 69.47 K | $1.70 M | 0.00% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 67.65 K | $1.66 M | -1.05% | 0.60% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 67.61 K | $1.66 M | -65.57% | 0.60% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 60.20 K | $1.48 M | -11.73% | 0.53% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 52.05 K | $1.28 M | -35.72% | 0.46% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 43.41 K | $1.07 M | 18.01% | 0.39% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 35.27 K | $865.22 K | 100.00% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 33.44 K | $820.38 K | -6.18% | 0.30% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 07/21/2026 | 32.13 K | $788.15 K | 0.00% | 0.29% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 30.73 K | $753.83 K | 100.00% | 0.27% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 28.66 K | $703.13 K | -1.57% | 0.25% |
| GLOBEFLEX CAPITAL L P | 08/12/2026 | 28.43 K | $697.31 K | 0.00% | 0.25% |
| STRS OHIO | 07/30/2026 | 28.20 K | $691.75 K | 35.58% | 0.25% |
| INVESCO LTD. | 08/14/2026 | 23.43 K | $574.64 K | 3.75% | 0.21% |
| XTX TOPCO LTD | 08/14/2026 | 22.25 K | $545.69 K | -58.49% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 20.24 K | $496.39 K | -10.45% | 0.18% |
| BARCLAYS PLC | 08/14/2026 | 20.15 K | $494.30 K | 20.46% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 18.50 K | $453.81 K | 100.00% | 0.16% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 18.28 K | $448.41 K | 100.00% | 0.16% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 16.90 K | $414.56 K | 4.71% | 0.15% |
| CWC ADVISORS, LLC. | 07/21/2026 | 15.80 K | $387.50 K | -5.04% | 0.14% |
Franklin Covey Co. institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of Franklin Covey Co.. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 1.06 M
BlackRock, Inc.: 986,190
ROYCE & ASSOCIATES LP: 881,361
RICE HALL JAMES & ASSOCIATES, LLC: 495,654
FEDERATED HERMES, INC.: 440,154
VANGUARD CAPITAL MANAGEMENT LLC: 405,952
73.59% of Franklin Covey Co. stock is owned by institutional investors.
Institutional investors have bought a total of 11.88 M shares in the last 24 months. This purchase volume represents approximately $143.82 M in transactions.