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 Mar 31, 2025
Ownership Breakdown
131
Institutional Holders
▼ 8 vs Q4
$274.18M
Total Inst. Value
▼ $96.93M vs Q4
11.27M
Shares Outstanding
freeFloat 81.10%
9.93M
13F Shares Held
▲ 53,996 vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. services-management services | 1.04M | 7.95% | 7.95% | $28.78B | May 2, 2025 | ▼ 114.1K |
ROYCE & ASSOCIATES LP services-management services | 935.7K | 7.14% | 7.14% | $25.84B | May 6, 2025 | ▲ 794.9K |
VANGUARD GROUP INC services-management services | 711.0K | 5.43% | 5.43% | $19.64B | May 9, 2025 | ▼ 23.8K |
ALLIANCEBERNSTEIN L.P. services-management services | 641.6K | 4.90% | 4.90% | $17.72B | May 15, 2025 | ▲ 27.1K |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. services-management services | 586.1K | 4.47% | 4.47% | $16.19B | May 15, 2025 | ▼ 93.0K |
RICE HALL JAMES & ASSOCIATES, LLC services-management services | 523.8K | 4.00% | 4.00% | $14.47B | May 1, 2025 | ▼ 10.1K |
ACADIAN ASSET MANAGEMENT LLC services-management services | 422.4K | 3.22% | 3.22% | $11.66B | May 21, 2025 | ▲ 131.9K |
DIMENSIONAL FUND ADVISORS LP services-management services | 384.0K | 2.93% | 2.93% | $10.61B | May 13, 2025 | ▼ 52.7K |
GEODE CAPITAL MANAGEMENT, LLC services-management services | 312.5K | 2.39% | 2.39% | $8.63B | May 13, 2025 | ▲ 11.5K |
HARBOR CAPITAL ADVISORS, INC. services-management services | 249.6K | 1.91% | 1.91% | $6.89B | Apr 14, 2025 | ▼ 1.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
22
Increased
+1.58M shares3
New Positions
first time holders24
Decreased
−749.1K shares0
Sold Out
fully exitedNet shares change (top 50)
+835.2K
+1.58M / −749.1K
Net new holders
+1
3 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 88.1% 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 1.04 million shares — equal to 7.95% of outstanding shares — as of March 31, 2025.
A total of 131 institutional investors currently hold FC stock, with a combined institutional value of approximately $274,184,906 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 88.1% of shares. The largest shareholder is BLACKROCK, INC. with a 7.95% stake. Company insiders hold 18.90%. Data sourced from SEC Form 13F as of March 31, 2025.