FIRST FNDTN INC (FFWM)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
152
Reporting holders
$434.6M
Reported value
0.3%
Calls
0.0%
Puts
-6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CANYON CAPITAL ADVISORS LLC | $48.1M | 8,152,392 | 6.23% | 7q | HELD |
| STRATEGIC VALUE BANK PARTNERS LLC | $39.9M | 6,768,343 | 21.46% | 14q | HELD |
| North Reef Capital Management LP | $34.9M | 5,911,778 | 1.20% | 7q | -24.3%-$11.2M |
| BlackRock, Inc. | $29.1M | 4,928,567 | 0.00% | 7q | -2.4%-$713.7K |
| Fortress Investment Group LLC | $23.8M | 4,038,750 | 6.05% | 7q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $20.3M | 3,442,315 | 0.00% | 2q | +397.5%+$16.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.8M | 3,348,723 | 0.00% | new | FIRST |
| AMERIPRISE FINANCIAL INC | $15.1M | 2,565,576 | 0.00% | 15q | +101.6%+$7.6M |
| MALTESE CAPITAL MANAGEMENT LLC | $13.1M | 2,213,860 | 2.57% | 7q | -10.4%-$1.5M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12.5M | 2,115,460 | 0.04% | 11q | +25.2%+$2.5M |
| GLAZER CAPITAL, LLC | $12.3M | 2,090,157 | 0.26% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $10.6M | 1,789,412 | 0.00% | 30q | -18.5%-$2.4M |
| Qube Research & Technologies Ltd | $9.4M | 1,586,431 | 0.01% | 2q | +318.6%+$7.1M |
| JPMORGAN CHASE & CO | $9.3M | 1,607,591 | 0.00% | 30q | +11.2%+$929.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.0M | 1,563,637 | 0.00% | 30q | -8.3%-$816.5K |
| STATE STREET CORP | $8.4M | 1,419,912 | 0.00% | 30q | -42.0%-$6.1M |
| MILLENNIUM MANAGEMENT LLC | $7.4M | 1,251,251 | 0.00% | 3q | +2438.0%+$7.1M |
| Balyasny Asset Management L.P. | $6.9M | 1,172,550 | 0.01% | 4q | +13.4%+$819.5K |
| CITIGROUP INC | $6.2M | 1,057,194 | 0.00% | 30q | +8.2%+$471.0K |
| TWO SIGMA INVESTMENTS, LP | $6.2M | 1,055,155 | 0.01% | 4q | +54.5%+$2.2M |
| Invenomic Capital Management LP | $6.2M | 1,051,878 | 0.28% | 7q | -5.1%-$333.8K |
| ABC ARBITRAGE SA | $5.7M | 964,315 | 0.76% | 2q | -11.3%-$726.0K |
| MENDON CAPITAL ADVISORS CORP | $4.2M | 719,278 | 1.65% | 9q | +79.8%+$1.9M |
| Curi Capital, LLC | $3.9M | 659,354 | 0.07% | 9q | +64.4%+$1.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.7M | 625,603 | 0.00% | 30q | +4.4%+$156.3K |
| ODDO BHF ASSET MANAGEMENT SAS | $3.7M | 626,987 | 0.14% | new | NEW |
| GOLDMAN SACHS GROUP INC | $3.5M | 588,952 | 0.00% | 30q | +15.5%+$465.7K |
| CREDIT INDUSTRIEL ET COMMERCIAL | $3.4M | 580,462 | 0.27% | 2q | +20.9%+$592.5K |
| NORTHERN TRUST CORP | $3.4M | 574,620 | 0.00% | 30q | +2.4%+$80.8K |
| VANGUARD FIDUCIARY TRUST CO | $3.2M | 546,947 | 0.00% | new | FIRST |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.9M | 490,378 | 0.00% | new | FIRST |
| Squarepoint Ops LLC | $2.8M | 477,327 | 0.00% | 10q | +27.7%+$610.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 475,899 | 0.00% | 15q | +151.8%+$1.7M |
| Trium Capital LLP | $2.6M | 442,850 | 1.84% | new | NEW |
| BANC FUNDS CO LLC | $2.6M | 432,396 | 0.47% | 30q | HELD |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.4M | 400,000 | 0.14% | 6q | -3.8%-$94.3K |
| SG Americas Securities, LLC | $2.3M | 395,033 | 0.00% | 8q | +625.5%+$2.0M |
| MORGAN STANLEY | $2.3M | 385,142 | 0.00% | 34q | -61.6%-$3.6M |
| Quantinno Capital Management LP | $2.2M | 379,926 | 0.00% | 5q | +30.1%+$518.5K |
| BARCLAYS PLC | $1.9M | 52,454? | 0.00% | 10q | |
| GROUP ONE TRADING LLC | $1.4M | 26,977 | 0.00% | 11q | +64.5%+$566.5K |
| Transmarket Holdings LP | $1.4M | 238,711 | 0.75% | new | NEW |
| Nuveen, LLC | $1.3M | 221,220 | 0.00% | 5q | +9.3%+$110.9K |
| D. E. Shaw & Co., Inc. | $1.1M | 189,547 | 0.00% | 18q | -53.1%-$1.3M |
| Bank of New York Mellon Corp | $1.1M | 182,635 | 0.00% | 30q | +4.6%+$47.5K |
| AMERICAN CENTURY COMPANIES INC | $997.9K | 169,129 | 0.00% | 25q | -0.8%-$8.5K |
| Creative Planning | $997.4K | 169,047 | 0.00% | 8q | -3.6%-$37.2K |
| SEI INVESTMENTS CO | $980.4K | 166,166 | 0.00% | 11q | +161.2%+$605.0K |
| JANE STREET GROUP, LLC | $898.6K | 152,311 | 0.00% | new | NEW |
| NAPLES GLOBAL ADVISORS, LLC | $876.5K | 148,563 | 0.06% | 18q | -57.3%-$1.2M |
| FLC Capital Advisors | $852.9K | 144,557 | 0.15% | 30q | HELD |
| STEPHENS INC /AR/ | $708.0K | 120,000 | 0.01% | 3q | HELD |
| PRIVATE MANAGEMENT GROUP INC | $648.1K | 109,845 | 0.02% | 4q | HELD |
| NOMURA HOLDINGS INC | $634.5K | 107,543 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $567.8K | 96,239 | 0.00% | new | NEW |
| OXFORD ASSET MANAGEMENT LLP | $535.3K | 90,736 | 0.22% | 2q | -26.2%-$190.4K |
| Polar Asset Management Partners Inc. | $512.7K | 86,893 | 0.01% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $503.3K | 85,304 | 0.00% | 25q | +11.6%+$52.4K |
| RHUMBLINE ADVISERS | $482.6K | 81,806 | 0.00% | 30q | -3.2%-$15.8K |
| ALLIANCEBERNSTEIN L.P. | $476.5K | 77,360 | 0.00% | 30q | -9.8%-$51.6K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $472.0K | 80,000 | 0.04% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $471.0K | 79,763 | 0.00% | 11q | +18.8%+$74.5K |
| Rafferty Asset Management, LLC | $432.3K | 73,267 | 0.00% | 11q | -33.6%-$218.5K |
| WATER ISLAND CAPITAL LLC | $398.7K | 67,573 | 0.04% | 2q | +2.5%+$9.8K |
| Susquehanna Portfolio Strategies, LLC | $384.7K | 65,197 | 0.01% | 4q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $377.8K | 64,031 | 0.01% | 2q | +497.1%+$314.5K |
| Yakira Capital Management, Inc. | $347.8K | 58,949 | 0.10% | 2q | -1.0%-$3.6K |
| DEUTSCHE BANK AG\ | $304.6K | 51,624 | 0.00% | 33q | +17.6%+$45.6K |
| WELLS FARGO & COMPANY/MN | $302.6K | 51,280 | 0.00% | 30q | -30.2%-$130.6K |
| BANK OF AMERICA CORP /DE/ | $301.3K | 51,075 | 0.00% | 30q | -82.6%-$1.4M |
| Inscription Capital, LLC | $301.1K | 51,028 | 0.03% | 2q | HELD |
| UBS Group AG | $271.3K | 45,986 | 0.00% | 30q | -75.9%-$853.3K |
| Aviance Capital Partners, LLC | $269.5K | 45,680 | 0.03% | 17q | HELD |
| Vanguard Personalized Indexing Management, LLC | $251.8K | 42,678 | 0.00% | 12q | +5.6%+$13.3K |
| Brooklyn Investment Group | $250.4K | 42,448 | 0.01% | 2q | +72.9%+$105.6K |
| Caprock Group, LLC | $243.5K | 41,272 | 0.01% | 2q | +25.0%+$48.6K |
| Cerity Partners LLC | $222.9K | 37,781 | 0.00% | 12q | +0.8%+$1.8K |
| MetLife Investment Management, LLC | $205.5K | 34,835 | 0.00% | 31q | +21.7%+$36.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $190.6K | 32,299 | 0.00% | 3q | +60.1%+$71.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $178.3K | 30,213 | 0.00% | 8q | +2.4%+$4.2K |
| Vanguard Global Advisers, LLC | $173.3K | 29,379 | 0.00% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $169.1K | 28,653 | 0.00% | new | NEW |
| Corient Private Wealth LLC | $163.9K | 27,774 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $160.5K | 27,205 | 0.00% | 6q | -7.8%-$13.6K |
| ELCO Management Co., LLC | $160.0K | 27,124 | 0.08% | new | NEW |
| Tortuga Wealth Management, Inc | $154.9K | 26,250 | 0.14% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $148.6K | 25,185 | 0.00% | 25q | +661.3%+$129.1K |
| Alpine Global Management, LLC | $138.7K | 23,500 | 0.02% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $131.4K | 22,267 | 0.00% | new | NEW |
| LMR Partners LLP | $128.1K | 21,706 | 0.00% | new | NEW |
| Clay Northam Wealth Management, LLC | $122.0K | 20,683 | 0.07% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $117.1K | 19,840 | 0.00% | 12q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $117.0K | 19,834 | 0.00% | 12q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $108.0K | 18,309 | 0.04% | 14q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $106.1K | 17,978 | 0.00% | 30q | -11.2%-$13.4K |
| INTECH INVESTMENT MANAGEMENT LLC | $98.5K | 16,696 | 0.00% | 7q | -37.2%-$58.3K |
| Cypress Wealth Services, LLC | $96.1K | 16,283 | 0.01% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $91.7K | 15,545 | 0.00% | 2q | +2440.0%+$88.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $86.3K | 14,620 | 0.00% | 8q | HELD |
| MIRABELLA FINANCIAL SERVICES LLP | $82.3K | 13,951 | 0.01% | 6q | +14.9%+$10.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | North Reef Capital Management L.P.with 2 co-filers | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 152 | $434.6M | 73,263,361 | 22 | 47 | 41 | 0.3% |
| Q4 2025 | 158 | $438.3M | 71,112,989 | 26 | 45 | 47 | 0.1% |
| Q3 2025 | 147 | $388.1M | 69,552,677 | 17 | 53 | 36 | 0.2% |
| Q2 2025 | 150 | $354.0M | 69,269,123 | 24 | 50 | 42 | 0.2% |
| Q1 2025 | 156 | $350.3M | 67,378,414 | 22 | 50 | 41 | 0.2% |
| Q4 2024 | 163 | $427.8M | 68,733,565 | 17 | 48 | 52 | 0.3% |
| Q3 2024 | 162 | $373.1M | 59,650,432 | 29 | 56 | 41 | 0.6% |
| Q2 2024 | 158 | $297.7M | 45,011,905 | 21 | 58 | 36 | 0.8% |
| Q1 2024 | 157 | $348.1M | 45,661,834 | 36 | 46 | 42 | 0.9% |
| Q4 2023 | 146 | $414.6M | 42,690,929 | 13 | 41 | 47 | 0.3% |
| Q3 2023 | 146 | $256.1M | 41,923,258 | 26 | 44 | 37 | 0.4% |
| Q2 2023 | 143 | $164.5M | 40,869,922 | 29 | 52 | 42 | 1.3% |
| Q1 2023 | 151 | $341.2M | 45,640,674 | 31 | 58 | 46 | 0.3% |
| Q4 2022 | 169 | $562.3M | 39,229,104 | 30 | 71 | 40 | 0.0% |
| Q3 2022 | 162 | $709.4M | 39,108,595 | 20 | 68 | 46 | 0.0% |
| Q2 2022 | 160 | $800.1M | 39,066,288 | 18 | 67 | 44 | 0.0% |
| Q1 2022 | 169 | $937.7M | 38,583,657 | 23 | 74 | 42 | 0.0% |
| Q4 2021 | 170 | $852.1M | 34,269,415 | 27 | 60 | 46 | 0.0% |
| Q3 2021 | 144 | $807.2M | 30,700,878 | 14 | 50 | 48 | 0.0% |
| Q2 2021 | 150 | $662.1M | 29,408,000 | 17 | 52 | 45 | 0.0% |
| Q1 2021 | 154 | $669.2M | 28,526,981 | 26 | 46 | 48 | 0.0% |
| Q4 2020 | 131 | $570.2M | 28,508,301 | 11 | 42 | 45 | 0.0% |
| Q3 2020 | 137 | $358.3M | 27,393,411 | 24 | 45 | 34 | 0.0% |
| Q2 2020 | 121 | $452.9M | 27,720,326 | 24 | 45 | 30 | 0.0% |
| Q1 2020 | 109 | $273.2M | 25,583,754 | 15 | 32 | 36 | 4.3% |
| Q4 2019 | 109 | $482.0M | 27,702,356 | 10 | 42 | 30 | 0.0% |
| Q3 2019 | 105 | $403.7M | 26,432,055 | 18 | 31 | 28 | 0.0% |
| Q2 2019 | 93 | $361.7M | 26,909,487 | 7 | 36 | 21 | 0.0% |
| Q1 2019 | 101 | $369.6M | 27,236,237 | 13 | 34 | 30 | 0.0% |
| Q4 2018 | 96 | $353.9M | 27,528,867 | 1 | 1 | 3 | 0.0% |