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Franchise Group, Inc.

FRGDelisted Aug 21, 2023
Industry
Patent Owners & Lessors
SEC CIK
0001528930

Franchise Group, Inc. was delisted on Aug 21, 2023; its insiders filed their last Form 4 on Aug 23, 2023; 160 institutions reported holding it in 13F filings for Q2 2023, worth $687.2M in total; no superinvestor held it.

13F holders, Q2 2022

Institutional positions in Franchise Group, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
150
−2 vs. Q1 2022
Shares held
22.0M
+2.45M (+12.6%) vs. Q1 2022
Total value
$769.6M
−$38.1M (−4.7%) vs. Q1 2022
New holders
33
58 more added
Sold out
35
44 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 150 institutions
Q1 2021: 102 institutionsQ2 2021: 113 institutionsQ3 2021: 111 institutionsQ4 2021: 137 institutionsQ1 2022: 157 institutionsQ2 2022: 150 institutionsQ3 2022: 146 institutionsQ4 2022: 136 institutionsQ1 2023: 134 institutionsQ2 2023: 160 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $769.6M
Q1 2021: $661.8MQ2 2021: $595.8MQ3 2021: $635.6MQ4 2021: $960.1MQ1 2022: $810.4MQ2 2022: $769.6MQ3 2022: $499.8MQ4 2022: $479.1MQ1 2023: $502.1MQ2 2023: $687.2MQ3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding FRG and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 2023160$687.2M
Q1 2023134$502.1M
Q4 2022136$479.1M
Q3 2022146$499.8M
Q2 2022150$769.6M
Q1 2022157$810.4M
Q4 2021137$960.1M
Q3 2021111$635.6M
Q2 2021113$595.8M
Q1 2021102$661.8M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Franchise Group, Inc.; share changes are against Q1 2022.

Institutions holding FRG in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,894,958$66.5M0.00%−278,513−12.8%Reduced
Vanguard Group Inc1,438,897$50.5M0.00%+64,651+4.7%Added
Hood River Capital Management LLC1,273,015$44.6M1.77%−391,646−23.5%Reduced
Allspring Global Investments Holdings, LLC1,122,125$39.4M0.07%+32,094+2.9%Added
Royce & Associates LP1,037,401$36.4M0.37%+392,230+60.8%Added
FMR LLC1,037,407$36.4M0.00%+709,379+216.3%Added
Silvercrest Asset Management Group LLC949,251$33.3M0.25%+85,509+9.9%Added
Cannell Capital LLC856,769$30.0M6.03%+48,007+5.9%Added
Punch & Associates Investment Management, Inc.850,005$29.8M2.08%−7,762−0.9%Reduced
Ophir Asset Management Pty Ltd809,727$27.6M6.29%+82,325+11.3%Added
Equitec Proprietary Markets, LLC749,363$26.3M12.34%+707,663+1,697.0%Added
American Financial Group Inc686,115$24.1M8.10%00.0%Unchanged
State Street Corp650,561$23.2M0.00%+26,607+4.3%Added
Goldman Sachs Group Inc504,684$17.7M0.01%+423,516+521.8%Added
B. Riley Financial, Inc.500,000$17.5M3.91%+346,000+224.7%Added
Geode Capital Management, LLC499,696$17.5M0.00%−14,759−2.9%Reduced
Victory Capital Management Inc389,295$13.7M0.02%+99,166+34.2%Added
Cowen Prime Advisors LLC380,020$13.3M7.59%+7,955+2.1%Added
Arrowstreet Capital, Limited Partnership346,533$12.2M0.02%+222,516+179.4%Added
Marshall Wace, LLP293,617$10.3M0.02%+164,132+126.8%Added
Dimensional Fund Advisors LP283,069$9.93M0.00%+74,241+35.6%Added
Bank of New York Mellon Corp281,441$9.87M0.00%−11,888−4.1%Reduced
Northern Trust Corp258,748$9.07M0.00%−973−0.4%Reduced
Kent Lake Capital LLC250,900$8.80M4.84%+900+0.4%Added
LGT Group Foundation234,991$8.24M0.25%−14,551−5.8%Reduced
Morgan Stanley214,790$7.53M0.00%+61,939+40.5%Added
Brookfield Asset Management Inc.211,667$7.42M0.03%+211,667New
Broadcrest Asset Management, LLC200,000$7.01M7.34%+200,000New
Charles Schwab Investment Management Inc192,828$6.76M0.00%−7,301−3.6%Reduced
Advisors Asset Management, Inc.179,986$6.31M0.12%+179,986New
Bank of America Corp152,829$5.36M0.00%+27,147+21.6%Added
ExodusPoint Capital Management, LP152,780$5.36M0.08%+109,723+254.8%Added
Millennium Management LLC143,153$5.02M0.01%−39,448−21.6%Reduced
AWM Investment Company, Inc.131,912$4.63M0.73%00.0%Unchanged
QVT Financial LP130,120$4.56M0.30%00.0%Unchanged
Citadel Advisors LLC121,947$4.28M0.01%−131,924−52.0%Reduced
First Trust Advisors LP114,038$4.00M0.00%+114,038New
Nuveen Asset Management, LLC111,404$3.91M0.00%−12,429−10.0%Reduced
Susquehanna International Group, LLP108,324$3.80M0.01%+25,195+30.3%Added
Renaissance Technologies LLC107,900$3.78M0.00%+45,400+72.6%Added
Qube Research & Technologies Ltd103,068$3.62M0.03%+32,333+45.7%Added
Hotchkis & Wiley Capital Management LLC94,600$3.32M0.01%+4,300+4.8%Added
Prelude Capital Management, LLC92,906$3.26M0.16%+14,149+18.0%Added
TIG Advisors, LLC89,886$3.15M0.13%+89,886New
Swiss National Bank66,400$2.33M0.00%+9,200+16.1%Added
D.A. Davidson & Co.64,977$2.28M0.03%+101+0.2%Added
Samjo Capital LLC60,000$2.10M2.57%00.0%Unchanged
Two Sigma Investments, LP55,300$1.94M0.01%+55,300New
Steward Partners Investment Advisory, LLC51,462$1.80M0.03%−15,593−23.3%Reduced
SEI Investments Co50,947$1.79M0.00%−2,046−3.9%Reduced
Ancora Advisors, LLC44,539$1.56M0.04%−21,580−32.6%Reduced
Dark Forest Capital Management LP41,876$1.47M0.33%+18,617+80.0%Added
Foresight Wealth Management, LLC41,622$1.46M0.51%+3,488+9.1%Added
Baxter Bros Inc41,205$1.45M0.26%+22,085+115.5%Added
Verition Fund Management LLC40,305$1.41M0.03%−10,040−19.9%Reduced
Pacific Ridge Capital Partners, LLC39,790$1.40M0.33%−240−0.6%Reduced
Invesco Ltd.39,312$1.38M0.00%+12,140+44.7%Added
Select Equity Group, L.P.37,895$1.33M0.00%−634,181−94.4%Reduced
Wells Fargo & Company36,507$1.28M0.00%−17,822−32.8%Reduced
PEAK6 Investments LLC36,396$1.28M0.03%+36,396New
California State Teachers Retirement System35,967$1.26M0.00%+3,300+10.1%Added
Rhumbline Advisers32,815$1.15M0.00%−3,024−8.4%Reduced
Janney Montgomery Scott LLC30,012$1.11M0.01%+15,900+112.7%Added
Royal Bank of Canada31,209$1.09M0.00%+29,268+1,507.9%Added
Alliancebernstein L.P.30,000$1.05M0.00%+700+2.4%Added
Smith Chas P & Associates Pa Cpas29,625$1.04M0.07%00.0%Unchanged
Ameriprise Financial Inc29,224$1.02M0.00%+16,132+123.2%Added
Timelo Investment Management Inc.27,140$952.0K0.87%−22,000−44.8%Reduced
Minot Wealth Management LLC25,900$908.0K0.23%−2,100−7.5%Reduced
UBS Asset Management Americas Inc25,265$886.0K0.00%+39+0.2%Added
JPMorgan Chase & Co25,073$879.0K0.00%+4,062+19.3%Added
Jane Street Group, LLC24,173$848.0K0.00%+18,315+312.6%Added
Russell Investments Group, Ltd.22,539$789.0K0.00%−79,009−77.8%Reduced
Nomura Holdings Inc23,290$757.0K0.01%+23,290New
Wolverine Trading, LLC20,413$752.0K0.02%+8,067+65.3%Added
Credit Suisse AG21,381$750.0K0.00%−998−4.5%Reduced
Voloridge Investment Management, LLC20,700$726.0K0.00%+20,700New
New York State Common Retirement Fund20,394$715.0K0.00%−63−0.3%Reduced
Pentwater Capital Management LP20,000$701.0K0.01%+20,000New
Engine Capital Management, LP20,000$701.0K0.29%+20,000New
Schonfeld Strategic Advisors LLC19,979$700.0K0.01%+19,979New
Principal Financial Group Inc19,383$680.0K0.00%+5,701+41.7%Added
Quinn Opportunity Partners LLC19,234$675.0K0.06%+19,234New
Quantbot Technologies LP18,976$665.0K0.06%+2,994+18.7%Added
Nisa Investment Advisors, LLC16,000$561.0K0.00%+8,300+107.8%Added
Hussman Strategic Advisors, Inc.15,500$544.0K0.09%+15,500New
MetLife Investment Management15,045$527.6K0.00%00.0%Unchanged
North Fourth Asset Management, LP14,400$505.0K0.23%+14,400New
Graham Capital Management, L.P.14,146$496.0K0.02%+14,146New
Deutsche Bank AG13,845$486.0K0.00%−1,827−11.7%Reduced
UBS Group AG13,444$471.0K0.00%+9,338+227.4%Added
American International Group, Inc.12,889$452.0K0.00%−1,180−8.4%Reduced
Truvestments Capital LLC12,190$428.0K0.25%+6,318+107.6%Added
AQR Capital Management LLC11,896$417.0K0.00%−8,580−41.9%Reduced
Manufacturers Life Insurance Company, The11,219$393.4K0.00%−494−4.2%Reduced
Voya Investment Management LLC10,585$371.0K0.00%−570−5.1%Reduced
Secure Asset Management, LLC10,285$361.0K0.20%+10,285New
SkyView Investment Advisors, LLC10,250$359.0K0.09%+2,433+31.1%Added
Legal & General Group Plc10,076$354.0K0.00%+981+10.8%Added
Ci Investments Inc.9,900$347.0K0.00%−8,100−45.0%Reduced