First Foundation Ownership | Who Owns First Foundation?
First Foundation Ownership Summary
First Foundation is owned by 83.74% institutional investors, 5.93% insiders, and 10.33% retail investors. Fmr is the largest institutional shareholder, holding 11.05% 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 | 83.74% | 5.93% | 10.33% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 7.40M | 11.05% | $45.98M |
| Canyon capital advisors | 8.15M | 9.90% | $41.58M |
| Strategic value bank partners | 6.77M | 8.22% | $37.70M |
| Blackrock | 3.93M | 6.96% | $25.76M |
| North reef capital management lp | 4.39M | 6.55% | $27.24M |
| Azora capital lp | 4.15M | 6.20% | $25.80M |
| Blackrock funding, inc. /de | 4.90M | 5.95% | $25.00M |
| Vanguard group | 3.82M | 5.71% | $23.75M |
| Fortress investment group | 4.04M | 4.90% | $20.60M |
| Dimensional fund advisors lp | 2.37M | 3.54% | $14.71M |
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 | 5.75% | $41.58M |
| Fortress investment group | 4.04M | 2.92% | $20.60M |
| Maltese capital management | 2.21M | 1.58% | $11.28M |
| North reef capital management lp | 4.39M | 1.22% | $27.24M |
| Azora capital lp | 4.15M | 1.16% | $25.80M |
| Mendon capital advisors | 400.00K | 0.99% | $2.04M |
| Banc funds | 1.14M | 0.88% | $5.83M |
| Fj capital management | 1.48M | 0.80% | $7.54M |
| Ejf capital | 180.02K | 0.73% | $918.09K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | 4.39M | 1.22% | 2.83M |
| Fj capital management | 1.48M | 0.80% | 1.34M |
| Fmr | 7.40M | 0.00% | 1.30M |
| Vanguard group | 3.82M | 0.00% | 774.84K |
| Maltese capital management | 2.21M | 1.58% | 531.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhino investment partners | - | - | -1.95M |
| Philadelphia financial management of san francisco | - | - | -709.65K |
| Franklin resources | - | - | -558.82K |
| Lord, abbett | - | - | -503.74K |
| Kennedy capital management | - | - | -502.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fourthstone | 188.15K | 0.23% | 188.15K | $1.17M |
| Hrt financial lp | 135.40K | 0.00% | 135.40K | $690.00K |
| Stephens inc /ar/ | 120.00K | 0.01% | 120.00K | $668.40K |
| Susquehanna portfolio strategies | 109.49K | 0.01% | 109.49K | $558.40K |
| Balyasny asset management | 56.25K | 0.00% | 56.25K | $286.89K |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -4.00 |
| Nelson, van denburg & campbell wealth management group | -18.00 |
| Svb wealth | -41.00 |
| Voisard asset management group | -63.00 |
| Parkside financial bank & trust | -80.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 155 | -2.52% | 44,141,142 | 2.49% | 78 | 1.34% | 88 | 3.53% | 35 | -18.60% |
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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