Franklin Covey Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/07/2025 | 1.16 M | $43.45 M | -3.38% | 8.83% |
| VANGUARD GROUP INC | 02/11/2025 | 734,874 | $27.62 M | -2.04% | 5.61% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 679,100 | $25.52 M | 7.85% | 5.19% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 614,501 | $23.09 M | -10.18% | 4.69% |
| RICE HALL JAMES & ASSOCIATES, LLC | 01/31/2025 | 533,924 | $20.06 M | -2.77% | 4.08% |
| B. RILEY WEALTH ADVISORS, INC. | 02/25/2025 | 447,893 | $16.83 M | 0.00% | 3.42% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 436,743 | $16.41 M | -1.45% | 3.34% |
| NINE TEN CAPITAL MANAGEMENT LLC | 02/13/2025 | 418,166 | $15.72 M | -8.73% | 3.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 301,054 | $11.32 M | 1.99% | 2.30% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 290,485 | $10.91 M | 5.77% | 2.22% |
| STATE STREET CORP | 02/14/2025 | 267,133 | $10.04 M | 4.62% | 2.04% |
| HARBOR CAPITAL ADVISORS, INC. | 01/10/2025 | 251,263 | $9.44 M | 3.42% | 1.92% |
| TOWNSQUARE CAPITAL LLC | 02/13/2025 | 234,443 | $8.81 M | -0.03% | 1.79% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 187,979 | $7.06 M | 1.71% | 1.44% |
| FEDERATED HERMES, INC. | 02/13/2025 | 176,624 | $6.64 M | 0.00% | 1.35% |
| HERALD INVESTMENT MANAGEMENT LTD | 02/13/2025 | 160,000 | $6.01 M | 0.00% | 1.22% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 158,577 | $5.96 M | -9.03% | 1.21% |
| PEMBROKE MANAGEMENT, LTD | 01/31/2025 | 147,821 | $5.56 M | -3.11% | 1.13% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 146,903 | $5.52 M | 7.23% | 1.12% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 140,793 | $5.29 M | 885.46% | 1.08% |
| NORTHERN TRUST CORP | 02/14/2025 | 120,665 | $4.53 M | 10.30% | 0.92% |
| MCMORGAN & CO LLC | 02/13/2025 | 106,115 | $3.99 M | 21.71% | 0.81% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/11/2025 | 103,550 | $3.89 M | 0.19% | 0.79% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 95,542 | $3.59 M | 0.97% | 0.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 92,692 | $3.48 M | 0.58% | 0.71% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 87,855 | $3.30 M | 1.35% | 0.67% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 02/13/2025 | 69,466 | $2.61 M | 0.00% | 0.53% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 67,650 | $2.54 M | -3.46% | 0.52% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 61,965 | $2.33 M | -53.78% | 0.47% |
| LAZARD ASSET MANAGEMENT LLC | 02/14/2025 | 60,459 | $2.27 M | 156.27% | 0.46% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 59,935 | $2.25 M | -2.08% | 0.46% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 58,160 | $2.19 M | 100.00% | 0.44% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 57,600 | $2.16 M | -10.56% | 0.44% |
| MORGAN STANLEY | 02/14/2025 | 55,515 | $2.09 M | -51.12% | 0.42% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 54,419 | $2.05 M | 3.61% | 0.42% |
| DEAN INVESTMENT ASSOCIATES, LLC | 02/13/2025 | 49,457 | $1.86 M | -9.96% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 48,992 | $1.84 M | -20.90% | 0.37% |
| SEI INVESTMENTS CO | 02/11/2025 | 46,344 | $1.74 M | -12.04% | 0.35% |
| CITADEL ADVISORS LLC | 02/14/2025 | 45,749 | $1.72 M | -11.94% | 0.35% |
| UBS GROUP AG | 02/14/2025 | 45,596 | $1.71 M | 240.50% | 0.35% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 43,849 | $1.65 M | 54.13% | 0.33% |
| GLOBEFLEX CAPITAL L P | 02/10/2025 | 42,046 | $1.58 M | 9.74% | 0.32% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 39,826 | $1.50 M | -4.87% | 0.30% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 35,877 | $1.35 M | -8.20% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 35,317 | $1.33 M | 2.39% | 0.27% |
| BARCLAYS PLC | 02/13/2025 | 34,892 | $1.31 M | 4.16% | 0.27% |
| DEAN CAPITAL MANAGEMENT | 02/14/2025 | 33,331 | $1.25 M | 7.26% | 0.25% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/04/2025 | 33,267 | $1.25 M | -17.87% | 0.25% |
| JPMORGAN CHASE & CO | 02/12/2025 | 32,206 | $1.21 M | 180.30% | 0.25% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 02/11/2025 | 28,365 | $1.07 M | 383.30% | 0.22% |
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Franklin Covey Co. institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of Franklin Covey Co.. The most heavily invested institutionals were:
ALPS ADVISORS INC: 0
Allspring Global Investments Holdings, LLC: 0
NISA INVESTMENT ADVISORS, LLC: 0
Bridge City Capital, LLC: 0
BlackRock, Inc.: 1.16 M
VANGUARD GROUP INC: 734,874
75.33% of Franklin Covey Co. stock is owned by institutional investors.
Institutional investors have bought a total of 12.18 M shares in the last 24 months. This purchase volume represents approximately $250.87 M in transactions.