Franklin Covey Co.
Franklin Covey Co. (FC) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FC · as of Sep 30, 2024
Ownership Breakdown
131
Institutional Holders
▲ 11 vs Q2
$404.38M
Total Inst. Value
▲ $25.66M vs Q2
11.27M
Shares Outstanding
freeFloat 81.10%
9.84M
13F Shares Held
▼ 129,717 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
FC largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. services-management services | 1.20M | 9.09% | 9.09% | $49.22B | Nov 13, 2024 | NEW |
VANGUARD GROUP INC services-management services | 750.2K | 5.70% | 5.70% | $30.86B | Nov 13, 2024 | ▲ 3.7K |
ALLIANCEBERNSTEIN L.P. services-management services | 684.1K | 5.19% | 5.19% | $28.14B | Nov 14, 2024 | ▼ 70.4K |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. services-management services | 629.7K | 4.78% | 4.78% | $25.90B | Nov 14, 2024 | ▲ 10.0K |
RICE HALL JAMES & ASSOCIATES, LLC services-management services | 549.1K | 4.17% | 4.17% | $22.59B | Oct 28, 2024 | ▲ 45.3K |
NINE TEN CAPITAL MANAGEMENT LLC services-management services | 458.2K | 3.48% | 3.48% | $18.84B | Nov 13, 2024 | ▲ 25.0K |
B. RILEY WEALTH ADVISORS, INC. services-management services | 447.9K | 3.40% | 3.40% | $18.21B | Dec 13, 2024 | ▼ 55 |
DIMENSIONAL FUND ADVISORS LP services-management services | 443.2K | 3.36% | 3.36% | $18.23B | Nov 7, 2024 | ▼ 9.8K |
GEODE CAPITAL MANAGEMENT, LLC services-management services | 295.2K | 2.24% | 2.24% | $12.14B | Nov 12, 2024 | ▲ 8.9K |
ACADIAN ASSET MANAGEMENT LLC services-management services | 274.6K | 2.09% | 2.09% | $11.29B | Nov 12, 2024 | ▲ 49.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
21
Increased
+458.7K shares5
New Positions
first time holders19
Decreased
−276.8K shares0
Sold Out
fully exitedNet shares change (top 50)
+181.9K
+458.7K / −276.8K
Net new holders
+7
5 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FC insider trading · insider activity
Source: SEC Form 4
1
Buy transactions
2
Sell transactions
0.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Procter Holly President, Enterprise Division | Jun 3, 2026 | Award | 3,385 | — | — | 13.7K | Form 4 ↗ |
Procter Holly President, Enterprise Division | Jun 3, 2026 | Tax Withhold | 989 | $23.30 | $23.0K | 12.7K | Form 4 ↗ |
WHITMAN ROBERT A director | Apr 7, 2026 | Gift | 26,258 | — | — | 681.7K | Form 4 ↗ |
WHITMAN ROBERT A director | Jan 29, 2026 | Gift | 4,834 | — | — | 708.0K | Form 4 ↗ |
Phillips Nancy R director | Jan 23, 2026 | Award | 5,778 | — | — | 21.0K | Form 4 ↗ |
RIVERA EFRAIN director | Jan 23, 2026 | Award | 5,778 | — | — | 12.1K | Form 4 ↗ |
VAN BEVER DEREK C M director | Jan 23, 2026 | Award | 5,778 | — | — | 24.0K | Form 4 ↗ |
MCNAMARA DONALD J director | Jan 23, 2026 | Award | 5,778 | — | — | 460.0K | Form 4 ↗ |
WHITMAN ROBERT A director | Jan 23, 2026 | Award | 5,778 | — | — | 712.8K | Form 4 ↗ |
Cuffie Craig director | Jan 23, 2026 | Award | 5,778 | — | — | 16.9K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Franklin Covey Co. (FC) is primarily owned by institutional investors, who hold approximately 87.3% of total shares outstanding. Company insiders own approximately 18.90%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Franklin Covey Co. is BLACKROCK, INC., holding approximately 1.20 million shares — equal to 9.09% of outstanding shares — as of September 30, 2024.
A total of 131 institutional investors currently hold FC stock, with a combined institutional value of approximately $404,375,708 as of the most recent 13F filing period.
Frequently asked questions
FC ownershipFranklin Covey Co. (FC) is primarily owned by institutional investors, who hold approximately 87.3% of shares. The largest shareholder is BLACKROCK, INC. with a 9.09% stake. Company insiders hold 18.90%. Data sourced from SEC Form 13F as of September 30, 2024.