First Foundation Ownership | Who Owns First Foundation?
First Foundation Ownership Summary
First Foundation is owned by 83.73% institutional investors, 5.92% insiders, and 10.35% retail investors. Canyon capital advisors is the largest institutional shareholder, holding 9.90% of FFWM shares. Fidelity Small Cap Value Fund is the top mutual fund, with 2.94% of its assets in First Foundation shares.
FFWM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Foundation | 83.73% | 5.92% | 10.35% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Canyon capital advisors | 8.15M | 9.90% | $45.41M |
| North reef capital management lp | 6.90M | 8.38% | $38.43M |
| Strategic value bank partners | 6.77M | 8.22% | $37.70M |
| Blackrock | 3.93M | 6.96% | $25.76M |
| Azora capital lp | 4.15M | 6.20% | $25.80M |
| Blackrock funding, inc. /de | 4.99M | 6.06% | $27.79M |
| Vanguard group | 4.11M | 4.98% | $22.87M |
| Fortress investment group | 4.04M | 4.90% | $22.50M |
| Fmr | 3.29M | 4.00% | $18.34M |
| Dimensional fund advisors lp | 2.71M | 3.29% | $15.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 6.77M | 26.81% | $37.70M |
| Canyon capital advisors | 8.15M | 6.23% | $45.41M |
| Fortress investment group | 4.04M | 2.99% | $22.50M |
| Ejf capital | 661.31K | 2.14% | $3.68M |
| Maltese capital management | 2.33M | 1.97% | $12.98M |
| North reef capital management lp | 6.90M | 1.80% | $38.43M |
| Fj capital management | 2.06M | 1.22% | $11.46M |
| Azora capital lp | 4.15M | 1.16% | $25.80M |
| Mendon capital advisors | 400.00K | 0.85% | $2.23M |
| Mirabella financial services llp | 279.26K | 0.65% | $7.87M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 1.45M | 0.00% | 624.80K |
| Fj capital management | 2.06M | 1.22% | 579.09K |
| Ejf capital | 661.31K | 2.14% | 481.29K |
| Two sigma investments, lp | 550.40K | 0.00% | 441.55K |
| Jpmorgan chase | 426.71K | 0.00% | 368.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhino investment partners | - | - | -1.95M |
| Fmr | 3.29M | 0.00% | -1.61M |
| North reef capital management lp | 6.90M | 1.80% | -714.69K |
| Philadelphia financial management of san francisco | - | - | -709.65K |
| Mirabella financial services llp | 279.26K | 0.65% | -624.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Stephens inc /ar/ | 120.00K | 0.01% | 120.00K | $668.40K |
| Numerai gp | 63.16K | 0.05% | 63.16K | $351.81K |
| Balyasny asset management | 56.25K | 0.00% | 56.25K | $286.89K |
| Franklin resources | 26.45K | - | 26.45K | $147.35K |
| Assenagon asset management | 24.09K | 0.00% | 24.09K | $134.21K |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -4.00 |
| Twin peaks wealth advisors | -5.00 |
| Nelson, van denburg & campbell wealth management group | -18.00 |
| Svb wealth | -41.00 |
| Voisard asset management group | -63.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 143 | -5.30% | 68,978,317 | -0.02% | 83 | 1.19% | 73 | -9.88% | 34 | -15.00% |
| Jun 30, 2025 | 149 | -4.49% | 68,989,059 | 4.83% | 83 | 0.83% | 79 | 5.33% | 40 | -9.09% |
| Mar 31, 2025 | 157 | -5.42% | 66,682,570 | -2.95% | 101 | 0.97% | 75 | 8.70% | 45 | -19.64% |
| Dec 31, 2024 | 165 | 0.61% | 68,644,730 | 15.31% | 102 | 1.30% | 69 | -21.59% | 55 | 34.15% |
| Sep 30, 2024 | 164 | 4.46% | 59,531,572 | 34.82% | 88 | 1.46% | 88 | - | 41 | 13.89% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 2.42M | 2.94% | - |
| FIAM Small Cap Core Composite | 2.09M | 2.54% | - |
| FIAM Small Cap Core CIT Cl B | 2.01M | 2.44% | -34.80K |
| Vanguard Total Stock Mkt Idx Inv | 1.79M | 2.18% | -39.85K |
| Vanguard US Total Market Shares ETF | 1.63M | 1.97% | - |
| iShares Russell 2000 ETF | 1.52M | 1.84% | - |
| Strategic Advisers Fidelity US TtlStk | 1.09M | 1.33% | -409.09K |
| SPDR® S&P Regional Banking ETF | 861.38K | 1.05% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 824.01K | 1.00% | -355.62K |
| Fidelity Small Cap Index | 629.43K | 0.76% | -14.05K |
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 |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
FFWM Ownership FAQ
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