Franklin Covey Co. (FC) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-1.94 pp), while top 10 holders maintain a highly concentrated 67.7% of value.
Institutional Ownership45.7%$128M total value · ▼ 1.94 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score47 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow103 holders-1 net flow (+20 / -21)
AI Insights & Key Takeaways
- Negative Institutional Flow (-1)
- Marquee funds including Millennium Management Llc and Two Sigma Investments, Lp maintain significant positions
- Top 10 holders control 67.7% of institutional value
- No Insider Signal
Top Institutional Holders of FC
Ranked by reported Q1 2026 13F market value
Top 10 Holders
67.7%
Top 25 Holders
88.4%
Share of total reported institutional value in FC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 1.1M | $17.7M | -7.7% | 9.134% | 0.01% |
| 2 | ROYCE & ASSOCIATES LP | 1.0M | $16.5M | +132.2% | 9.026% | 0.16% |
| 3 | BlackRock, Inc. | 926K | $14.6M | -6.0% | 8.013% | 0.00% |
| 4 | RICE HALL JAMES & ASSOCIATES, LLC | 511K | $8.1M | +6.3% | 4.421% | 0.45% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 468K | $7.4M | — | 4.047% | 0.00% |
| 6 | FEDERATED HERMES, INC. | 440K | $6.9M | +16.9% | 3.810% | 0.01% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 317K | $5.0M | -0.8% | 2.741% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 241K | $3.8M | -19.9% | 2.090% | 0.00% |
| 9 | STATE STREET CORP | 240K | $3.8M | +0.4% | 2.077% | 0.00% |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | 196K | $3.1M | +14.6% | 1.700% | 0.01% |
| 11 | Herald Investment Management Ltd | 175K | $2.8M | 0.0% | 1.515% | 0.38% |
| 12 | MARSHALL WACE, LLP | 162K | $2.6M | +215.5% | 1.402% | 0.00% |
| 13 | MILLENNIUM MANAGEMENT LLC | 141K | $2.2M | +102.7% | 1.219% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 130K | $2.0M | +26.2% | 1.121% | 0.00% |
| 15 | AMERICAN CENTURY COMPANIES INC | 116K | $1.8M | +141.4% | 1.006% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 114K | $1.8M | — | 0.984% | 0.00% |
| 17 | MORGAN STANLEY | 112K | $1.8M | -8.5% | 0.973% | 0.00% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 109K | $1.7M | +238.1% | 0.943% | 0.00% |
| 19 | BANK OF AMERICA CORP /DE/ | 107K | $1.7M | -19.4% | 0.927% | 0.00% |
| 20 | TWO SIGMA INVESTMENTS, LP | 104K | $1.6M | +64.4% | 0.903% | 0.00% |
| 21 | NORTHERN TRUST CORP | 87K | $1.4M | -7.2% | 0.754% | 0.00% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 86K | $1.4M | -26.4% | 0.747% | 0.00% |
| 23 | DEUTSCHE BANK AG\ | 81K | $1.3M | -30.6% | 0.701% | 0.00% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 78K | $1.2M | -7.4% | 0.674% | 0.00% |
| 25 | JANE STREET GROUP, LLC | 77K | $1.2M | +104.9% | 0.667% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FC — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in FC during Q1 2026, grouped by how each filer changed its position.
New Buyers
20Institutions that opened a new FC position in Q1 2026
- VANGUARD CAPITAL MANAGEMENT LLC$7.4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.8M
- VANGUARD FIDUCIARY TRUST CO$1.1M
- Quadrature Capital Ltd$321K
- CITADEL ADVISORS LLC$291K
- CWC Advisors, LLC.$263K
- Inscription Capital, LLC$186K
- SEI INVESTMENTS CO$185K
- MERCER GLOBAL ADVISORS INC /ADV$166K
- Brevan Howard Capital Management LP$159K
- Vanguard Global Advisers, LLC$71K
- MAI Capital Management$1K
Exited Positions
21Institutions that fully closed their FC position in Q1 2026
- VANGUARD GROUP INC$11.2M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$5.2M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2.9M
- TWO SIGMA ADVISERS, LP$774K
- Illumine Investment Management, LLC$460K
- STATE OF WISCONSIN INVESTMENT BOARD$358K
- Toroso Investments, LLC$256K
- Man Group plc$226K
- Dynamic Technology Lab Private Ltd$212K
- Numerai GP LLC$203K
- MCMORGAN & CO LLC$186K
- AlphaQuest LLC$139K
FC Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 103 | 1.0% | 45.67% | 1.94 pp | $128M | 4.1% |
| Q4 2025 | 104 | 6.3% | 47.61% | 14.47 pp | $134M | 23% |
| Q3 2025 | 111 | 9.0% | 62.08% | 9.53 pp | $174M | 13% |
| Q2 2025 | 122 | 6.9% | 71.61% | 16.41 pp | $201M | 19% |
| Q1 2025 | 131 | 3.7% | 88.02% | 32.67 pp | $247M | 27% |
| Q4 2024 | 136 | +6.3% | 120.69% | 4.90 pp | $339M | 3.9% |
| Q3 2024 | 128 | +9.4% | 125.59% | 1.31 pp | $353M | 1.0% |
| Q2 2024 | 117 | — | 126.90% | — | $357M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
FC — Frequently Asked Questions
Quick answers to the most common questions about buying FC stock.
What percentage of FC is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Franklin Covey Co. stands at 45.7%, held across 103 reporting institutions.
Who is the largest institutional holder of FC?
ALLIANCEBERNSTEIN L.P. is the largest reported institutional holder of FC, with approximately 1,055,262 shares worth $0.02B as of Q1 2026.
Is FC a hedge fund favorite?
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of FC, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.
What is FC's Smart Money Score?
Our composite Smart Money Score for FC is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought FC this quarter?
20 institutions opened new positions in FC during Q1 2026, while 21 fully exited. 31 added to existing positions and 52 trimmed.
How is institutional ownership of FC changing?
FC institutional ownership fell by 1.94 percentage points quarter-over-quarter, with a net change of -1 holders.
How concentrated is FC ownership among the top holders?
The top 10 institutions account for 67.7% of all reported 13F value in FC, and the top 25 account for 88.4%.
Where does this FC institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.