First Foundation Ownership | Who Owns First Foundation?
First Foundation Ownership Summary
First Foundation is owned by 39.43% institutional investors, 5.92% insiders, and 54.65% retail investors. Strategic value bank partners is the largest institutional shareholder, holding 8.17% 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 | 39.43% | 5.92% | 54.65% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Strategic value bank partners | 6.77M | 8.17% | $41.69M |
| Blackrock funding, inc. /de | 5.05M | 6.10% | $31.11M |
| Vanguard group | 4.35M | 5.25% | $26.80M |
| Dimensional fund advisors lp | 2.19M | 2.66% | $13.52M |
| Geode capital management | 1.71M | 2.06% | $10.51M |
| Jpmorgan chase | 1.45M | 1.75% | $8.91M |
| Abc arbitrage sa | 1.09M | 1.31% | $6.70M |
| Morgan stanley | 1.00M | 1.21% | $6.18M |
| Citigroup | 977.36K | 1.18% | $6.02M |
| Goldman sachs group | 510.03K | 0.62% | $3.14M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 6.77M | 28.54% | $41.69M |
| Abc arbitrage sa | 1.09M | 0.63% | $6.70M |
| Banc funds | 432.40K | 0.53% | $2.66M |
| Oppenheimer & close | 84.39K | 0.35% | $519.82K |
| Credit industriel et commercial | 480.04K | 0.23% | $2.96M |
| Flc capital advisors | 144.56K | 0.16% | $890.47K |
| Naples global advisors | 348.24K | 0.16% | $2.15M |
| Caldwell sutter capital | 18.31K | 0.05% | $112.78K |
| Aviance capital partners | 45.68K | 0.03% | $281.39K |
| Inscription capital | 51.03K | 0.03% | $314.33K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Abc arbitrage sa | 1.09M | 0.63% | 1.09M |
| Jpmorgan chase | 1.45M | 0.00% | 1.02M |
| Citigroup | 977.36K | 0.00% | 714.32K |
| Credit industriel et commercial | 480.04K | 0.23% | 480.04K |
| Morgan stanley | 1.00M | 0.00% | 277.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -2.06M |
| Royce & associates lp | - | - | -1.81M |
| Goldman sachs group | 510.03K | 0.00% | -938.74K |
| Dimensional fund advisors lp | 2.19M | 0.00% | -519.59K |
| Renaissance | 104.80K | 0.00% | -446.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Abc arbitrage sa | 1.09M | 0.63% | 1.09M | $6.70M |
| Credit industriel et commercial | 480.04K | 0.23% | 480.04K | $2.96M |
| Inscription capital | 51.03K | 0.03% | 51.03K | $314.33K |
| Caprock group | 33.03K | 0.00% | 33.03K | $203.45K |
| Cypress wealth services | 16.28K | 0.01% | 16.28K | $100.30K |
Sold Out
| Holder | Change |
|---|---|
| Quarry lp | -78.00 |
| Rise advisors | -209.00 |
| Federated hermes | -1.72K |
| Cloud capital management | -5.00K |
| Steel peak wealth management | -16.28K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 166 | 1.22% | 68,712,177 | 15.42% | 102 | 1.30% | 69 | -21.59% | 56 | 36.59% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.33M | 2.81% | - |
| FIAM Small Cap Core Composite | 1.90M | 2.29% | -110.97K |
| FIAM Small Cap Core CIT Cl B | 1.87M | 2.25% | -30.20K |
| iShares Russell 2000 ETF | 1.52M | 1.84% | 423.96K |
| State Street® SPDR® S&PRgnllBkgETF | 1.06M | 1.27% | 57.82K |
| Vanguard Institutional Extnd Mkt Idx Tr | 925.01K | 1.12% | 6.82K |
| SPDR® S&P Regional Banking ETF | 861.38K | 1.05% | - |
| Columbia Small Cap Value Discv A | 781.39K | 0.94% | 781.39K |
| Columbia Small Cap Value Discovery Fund | 773.39K | 0.93% | 773.39K |
| Fidelity Small Cap Index | 629.74K | 0.76% | -749.00 |
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 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
FFWM Ownership FAQ
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