FC

Franklin Covey Co

-$8.9M

Net Activity

Institutions Holding

106

Popularity Rank

#4329

Avg Weight

0.02%

Total Value

$132.8M

Ownership Trend

106 institutions currently hold FC, with 56 net buyers and 54 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

54

Net Buying Institutions

56

Key Holders

Key Holders

Top 5 by Value

AL
Alliancebernstein L.p.
$17.7M
R&
Royce & Associates LP
$16.5M
BI
BlackRock, Inc.
$14.6M
RH
Rice Hall James & Associates, LLC
$8.1M
VC
Vanguard Capital Management LLC
$7.4M

Top 5 by Conviction

RH
Rice Hall James & Associates, LLC
0.45%
HI
HERALD INVESTMENT MANAGEMENT Ltd
0.38%
SI
SummerHaven Investment Management, LLC
0.31%
R&
Royce & Associates LP
0.16%
CA
CWC Advisors, LLC.
0.13%
View all 106 holding institutions

Quarterly Activity

Recent Activity

+$60.4M

Total Buy Value

$83.6M

Total Sell Value

New buy16
Trim35
Add40
Sold out19

56

Net Buyers

54

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-01
2026-07-01

Franklin Covey Co. announced its financial results for the third quarter of fiscal 2026 (ended May 31, 2026) on July 1, 2026, filing the earnings release as Exhibit 99.1 to this Form 8-K. No specific figures are given in the filing itself; all details are in the attached release.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding FRANKLIN COVEY CO (FC)?
Major stakeholders currently include Alliancebernstein L.p. ($17.7M), Royce & Associates LP ($16.5M), BlackRock, Inc. ($14.6M). Based on the latest 13F filings, there are a total of 106 tracked investment funds and institutions maintaining positions in FC.
What is the overall institutional sentiment toward FC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.9M, driven by 56 managers accumulating shares while 54 reduced their exposure.
Which institutions have been selling or reducing their FC positions?
In the latest period, 35 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $83.6M.
Are there any notable investors adding FC to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 40 existing holders added to their shares. The total reported buy value for the quarter amounted to $60.4M.

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