FIRST FNDTN INC (FFWM)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
149
Reporting holders
$419.6M
Reported value
0.3%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| 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 | -64.8%-$3.5M |
| 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 |
| 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 |
| Police & Firemen's Retirement System of New Jersey | $81.1K | 13,739 | 0.00% | 6q | HELD |
| FMR LLC | $77.5K | 13,141 | 0.00% | 30q | -99.6%-$18.9M |
| CSS LLC/IL | $71.7K | 12,150 | 0.00% | new | NEW |
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 | 149 | $419.6M | 70,698,408 | 21 | 45 | 41 | 0.3% |
| Q4 2025 | 154 | $437.5M | 70,979,494 | 26 | 42 | 46 | 0.1% |
| Q3 2025 | 141 | $387.4M | 69,435,416 | 16 | 51 | 34 | 0.2% |
| Q2 2025 | 143 | $352.7M | 69,023,287 | 22 | 47 | 40 | 0.2% |
| Q1 2025 | 150 | $349.7M | 67,280,877 | 21 | 46 | 40 | 0.2% |
| Q4 2024 | 155 | $426.4M | 68,559,372 | 16 | 46 | 49 | 0.3% |
| Q3 2024 | 153 | $369.7M | 59,201,731 | 25 | 52 | 40 | 0.5% |
| Q2 2024 | 149 | $287.6M | 43,720,023 | 18 | 55 | 36 | 0.5% |
| Q1 2024 | 150 | $327.4M | 43,173,884 | 33 | 45 | 41 | 0.7% |
| Q4 2023 | 140 | $398.0M | 41,140,298 | 13 | 39 | 43 | 0.3% |
| Q3 2023 | 134 | $241.3M | 39,883,921 | 21 | 43 | 34 | 0.4% |
| Q2 2023 | 129 | $155.6M | 38,679,208 | 25 | 49 | 37 | 1.3% |
| Q1 2023 | 130 | $317.5M | 42,470,860 | 25 | 50 | 40 | 0.3% |
| Q4 2022 | 141 | $459.8M | 32,076,455 | 22 | 60 | 35 | 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% |