FC Institutional Ownership & Shareholders

FRANKLIN COVEY CO (FC) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $182.01M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of FC tracked by InsiderSet, reporting ownership valued at approximately $24.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.94M, representing an estimated loss of -34.12% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed FC value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Royce & Associates Lp, Alliancebernstein L.P., and several other long-term asset managers with concentrated positions in FRANKLIN COVEY CO (FC).

This page ranks the largest institutional FC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

110

Total Reported Value

$182.01M

Largest Holder

Blackrock, Inc.

Largest Position

$24.19M

Insider Transactions (90d)

10

Latest Filing Quarter

Q2 2026

New Institutional Positions

124

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%986,190$24,191,241$15,936,830-$8,254,411-34.12%
Royce & Associates Lp0.17%881,361$21,619,785$14,242,794-$7,376,991-34.12%
Alliancebernstein L.P.0.01%1,058,790$16,718,294$17,110,046+$391,752+2.34%
Rice Hall James & Associates, Llc0.59%495,654$12,158,393$8,009,769-$4,148,624-34.12%
Federated Hermes, Inc.0.02%440,154$10,796,978$7,112,889-$3,684,089-34.12%
Vanguard Capital Management Llc0.00%405,952$9,958,003$6,560,184-$3,397,819-34.12%
State Street Corp0.00%224,436$5,505,415$3,626,886-$1,878,529-34.12%
Geode Capital Management, Llc0.00%302,356$5,171,510$4,886,073-$285,437-5.52%
Dimensional Fund Advisors Lp0.00%279,329$4,776,185$4,513,957-$262,228-5.49%
Divisadero Street Capital Management, Lp0.11%185,547$4,551,468$2,998,440-$1,553,028-34.12%
Aqr Capital Management Llc0.00%175,335$4,300,968$2,833,414-$1,467,554-34.12%
Marshall Wace, Llp0.00%137,460$3,371,894$2,221,354-$1,150,540-34.12%
Russell Investments Group, Ltd.0.00%194,844$3,331,832$3,148,679-$183,153-5.50%
Acadian Asset Management Llc0.00%134,514$3,296,000$2,173,746-$1,122,254-34.05%
Goldman Sachs Group Inc0.00%125,637$3,081,875$2,030,294-$1,051,581-34.12%
Vanguard Portfolio Management Llc0.00%121,321$2,976,004$1,960,547-$1,015,457-34.12%
Two Sigma Investments, Lp0.00%117,240$2,875,897$1,894,598-$981,299-34.12%
Morgan Stanley0.00%115,046$2,822,078$1,859,143-$962,935-34.12%
Bank Of America Corp0.00%99,398$2,438,233$1,606,272-$831,961-34.12%
Charles Schwab Investment Management Inc0.00%85,066$2,086,669$1,374,667-$712,002-34.12%
Northern Trust Corp0.00%84,878$2,082,057$1,371,628-$710,429-34.12%
American Century Companies Inc0.00%84,317$2,068,296$1,362,563-$705,733-34.12%
Aberdeen Group Plc0.00%117,255$2,005,061$1,894,841-$110,220-5.50%
D. E. Shaw & Co., Inc.0.00%80,548$1,975,842$1,301,656-$674,186-34.12%
Nuveen, Llc0.00%76,741$1,882,457$1,240,135-$642,322-34.12%
Quantinno Capital Management Lp0.00%75,234$1,845,490$1,215,781-$629,709-34.12%
Jane Street Group, Llc0.00%74,982$1,839,308$1,211,709-$627,599-34.12%
Renaissance Technologies LLCJim Simons0.00%72,303$1,773,593$1,168,416-$605,177-34.12%
Cooper Creek Partners Management Llc0.07%69,466$1,704,000$1,122,571-$581,429-34.12%
Vanguard Fiduciary Trust Co0.00%67,649$1,659,430$1,093,208-$566,222-34.12%
Jacobs Levy Equity Management, Inc0.01%67,606$1,658,375$1,092,513-$565,862-34.12%
Bridgeway Capital Management, Llc0.03%60,200$1,476,706$972,832-$503,874-34.12%
Price T Rowe Associates Inc0.00%43,411$1,065,000$701,522-$363,478-34.13%
Ritholtz Wealth Management0.01%50,851$869,552$821,752-$47,800-5.50%
Trexquant Investment Lp0.01%35,272$865,222$569,996-$295,226-34.12%
Strs Ohio0.00%48,500$829,350$783,760-$45,590-5.50%
O'Shaughnessy Asset Management, Llc0.00%30,731$753,831$496,613-$257,218-34.12%
Globeflex Capital L P0.09%28,427$697,314$459,380-$237,934-34.12%
Invesco Ltd.0.00%23,426$574,639$378,564-$196,075-34.12%
Bank Of New York Mellon Corp0.00%32,596$557,390$526,751-$30,639-5.50%
Xtx Topco Ltd0.01%22,246$545,694$359,495-$186,199-34.12%
Raymond James Financial Inc0.00%20,236$496,390$327,014-$169,376-34.12%
Ep Wealth Advisors, Llc0.00%16,900$414,557$273,104-$141,453-34.12%
Partners Capital Investment Group, Llp0.01%15,341$376,315$247,911-$128,404-34.12%
Barclays Plc0.00%21,572$368,882$348,604-$20,278-5.50%
Hsbc Holdings Plc0.00%14,555$364,166$235,209-$128,957-35.41%
Mercer Global Advisors Inc0.00%12,666$310,697$204,683-$106,014-34.12%
Sei Investments Co0.00%12,491$306,395$201,855-$104,540-34.12%
Rhumbline Advisers0.00%11,763$288,537$190,090-$98,447-34.12%
Cwc Advisors, Llc.0.13%16,417$280,731$265,299-$15,432-5.50%
Showing 50 of 110

Frequently asked questions about FC

  • Who are the largest institutional holders of FC?

    The largest institutional holders of FC reported in the latest SEC Form 13F filings include Blackrock, Inc., Royce & Associates Lp, Alliancebernstein L.P., Rice Hall James & Associates, Llc, and Federated Hermes, Inc.. InsiderSet ranks institutional holders by their latest reported FC position.

  • What is FC institutional ownership?

    This page tracks FC positions reported by institutional investment managers through SEC Form 13F. FRANKLIN COVEY CO (FC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own FC?

    InsiderSet currently tracks 110 institutional managers reporting FC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FC shareholders.

  • How much FC stock do institutions own?

    Institutional investment managers disclosed approximately $182.01M in FC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was FC institutional ownership last updated?

    The latest FC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional FC holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FC position after the reporting date.

  • Are institutions buying or selling FC?

    Institutional buying and selling can be analyzed by comparing FC positions across consecutive 13F reporting periods. InsiderSet's FC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FC ownership changes.

  • How has FC institutional ownership changed over time?

    InsiderSet tracks FC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.