FC Institutional Ownership
Who owns Franklin Covey Co and what the big funds did with it last quarter, from every SEC 13F filing. 113 funds reported holding FC at Jun 30, 2026, together owning 72.6% of the company.
- ▲62 buying vs 50 selling
- ▼Held by funds -1.3 pts
- ▲Funds holding +6
- ▼Superinvestors: 0 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 113 | 107 | +5.6% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 8.2M | 8.3M | −1.8% |
| Held by funds | 72.6% | 73.9% | −1.3 pts |
| New positions | 22 | 16 | +37.5% |
| Increased | 40 | 40 | 0.0% |
| Reduced | 35 | 34 | +2.9% |
| Sold out | 15 | 19 | −21.1% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FC
All superinvestors →Who owns FC
share of fund held shares- Index and passive funds31.5%
- Active managers and hedge funds61.3%
- Banks and brokers7.1%
- Pensions, insurers and other0.1%
The top 10 holders own 64.1% of all FC shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
18 funds changed their position- HERALD INVESTMENT MANAGEMENT LtdSold out−175K sh
- SummerHaven Investment Management, LLCSold out−32K sh
- Strs OhioAdded+20K sh
- Exchange Traded Concepts, LLCNew+16K sh
- State of WyomingAdded+12K sh
🔒 Free account: see all 18.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 9.37% | 1.1M | $16.7M | +3,528 |
| 2 | BlackRock, Inc. | 8.73% | 986K | $24.2M | +60K |
| 3 | Royce & Associates LP | 7.80% | 881K | $21.6M | −161K |
| 4 | Rice Hall James & Associates, LLC | 4.39% | 496K | $12.2M | −15K |
| 5 | Federated Hermes, Inc. | 3.90% | 440K | $10.8M | +28 |
| 6 | Vanguard Capital Management LLC | 3.59% | 406K | $10M | −62K |
| 7 | Geode Capital Management, LLC | 2.69% | 303K | $7.4M | +62K |
| 8 | Dimensional Fund Advisors LP | 2.44% | 276K | $6.8M | −41K |
| 9 | State Street Corp | 1.99% | 224K | $5.5M | −16K |
| 10 | Divisadero Street Capital Management, LP | 1.64% | 186K | $4.6M | +186K |
- Divisadero Street Capital Management, LP+186K sh+$4.6M
- Russell Investments Group, Ltd.+99K sh+$2.4M
- AQR Capital Management LLC+66K sh+$1.6M
- Geode Capital Management, LLC+62K sh+$1.5M
- BlackRock, Inc.+60K sh+$1.5M
- Nuveen, LLC+43K sh+$1.1M
- Trexquant Investment LP+35K sh+$865K
- O'Shaughnessy Asset Management, LLC+31K sh+$754K
- Royce & Associates LP−161K sh−$4M
- Jacobs Levy Equity Management, Inc−129K sh−$3.2M
- Millennium Management LLC−141K sh−$2.2M
- Vanguard Capital Management LLC−62K sh−$1.5M
- Dimensional Fund Advisors LP−41K sh−$998K
- American Century Companies Inc−32K sh−$782K
- XTX Topco Ltd−31K sh−$769K
- Deutsche Bank Ag\−29K sh−$710K
FC institutional ownership FAQ
Who owns the most FC stock?
In Q2 2026 13F filings the largest holder of FC was Alliancebernstein L.P., followed by BlackRock, Inc. and Royce & Associates LP. Index fund managers are usually the biggest holders of large companies.
What percentage of FC is owned by institutions?
Funds that file 13F reports held 72.6% of FC's shares at Jun 30, 2026, compared with 73.9% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying FC?
In Q2 2026, 62 funds bought FC (22 of them new positions) and 50 sold (15 sold out completely). Among well known investors, 0 added and 3 cut. Our fund sentiment for FC is neutral.
What is FC's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this FC ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.


