First Foundation Ownership | Who Owns First Foundation?
First Foundation Ownership Summary
First Foundation is owned by 24.21% institutional investors, 5.92% insiders, and 69.87% retail investors. Vanguard group is the largest institutional shareholder, holding 5.25% of FFWM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.81% of its assets in First Foundation shares.
FFWM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Foundation | 24.21% | 5.92% | 69.87% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.35M | 5.25% | $26.80M |
| Skopos labs | 42.45K | 0.05% | $250.44K |
| Cwm | 9.85K | 0.01% | $58.10K |
| Comerica bank | 2.75K | 0.00% | $16.91K |
| Quest partners | 2.39K | 0.00% | $14.72K |
| Red tortoise | 319.00 | 0.00% | $1.88K |
| Global retirement partners | 50.00 | 0.00% | $308.00 |
| Aigen investment management, lp | - | - | - |
| Voya investment management | - | - | - |
| Clear street markets | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Skopos labs | 42.45K | 0.01% | $250.44K |
| Red tortoise | 319.00 | 0.00% | $1.88K |
| Quest partners | 2.39K | 0.00% | $14.72K |
| Vanguard group | 4.35M | 0.00% | $26.80M |
| Cwm | 9.85K | 0.00% | $58.10K |
| Comerica bank | 2.75K | 0.00% | $16.91K |
| Aigen investment management, lp | - | - | - |
| Voya investment management | - | - | - |
| Clear street markets | - | - | - |
| Geode capital management | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 4.35M | 0.00% | 243.69K |
| Skopos labs | 42.45K | 0.01% | 17.89K |
| Global retirement partners | 50.00 | - | 50.00 |
| Red tortoise | 319.00 | 0.00% | - |
| Comerica bank | 2.75K | 0.00% | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canyon capital advisors | - | - | -8.15M |
| Strategic value bank partners | - | - | -6.77M |
| North reef capital management lp | - | - | -5.91M |
| Blackrock funding, inc. /de | - | - | -4.93M |
| Fortress investment group | - | - | -4.04M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Global retirement partners | 50.00 | - | 50.00 | $308.00 |
Sold Out
| Holder | Change |
|---|---|
| Evolution wealth management | -4.00 |
| Twin peaks wealth advisors | -13.00 |
| Ifp advisors | -19.00 |
| Decisionpoint financial | -40.00 |
| Sbi securities | -42.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 70 | -55.70% | 20,054,184 | -71.75% | 24 | 0.33% | 31 | -58.67% | 16 | -66.67% |
| Dec 31, 2025 | 102 | -30.61% | 32,659,041 | -52.67% | 39 | 0.56% | 46 | -38.67% | 29 | -17.14% |
| Sep 30, 2025 | 146 | -3.31% | 69,003,292 | 0.02% | 83 | 1.19% | 74 | -8.64% | 35 | -12.50% |
| Jun 30, 2025 | 151 | -3.21% | 68,989,137 | 4.83% | 83 | 0.83% | 81 | 8.00% | 40 | -9.09% |
| Mar 31, 2025 | 156 | -6.02% | 65,811,011 | -4.22% | 100 | 0.95% | 75 | 8.70% | 44 | -21.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.33M | 2.81% | - |
| FIAM Small Cap Core Composite | 1.87M | 2.25% | -33.33K |
| iShares Russell 2000 ETF | 1.56M | 1.88% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 947.33K | 1.14% | 16.46K |
| SPDR® S&P Regional Banking ETF | 861.38K | 1.05% | - |
| State Street® SPDR® S&PRgnllBkgETF | 865.29K | 1.04% | -761.00 |
| Columbia Small Cap Value Discovery Fund | 809.59K | 0.98% | 36.20K |
| Columbia Small Cap Value Discv A | 809.59K | 0.98% | 11.30K |
| FIAM Small Cap Core CIT Cl B | 669.30K | 0.81% | -1.20M |
| Fidelity Small Cap Index | 609.69K | 0.74% | -8.71K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 29, 2024 | KELLER ULRICH E. JR | Chairman | Sell | $203.97K |
| Dec 15, 2023 | KELLER ULRICH E. JR | Chairman | Sell | $266.94K |
| May 11, 2023 | Lake David G. | - | Buy | $7.98K |
| May 09, 2023 | Lake David G. | - | Buy | $8.38K |
| May 08, 2023 | PAGLIARINI ELIZABETH A. | - | Buy | $24.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
FFWM Ownership FAQ
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