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First Foundation Ownership | Who Owns First Foundation?

OverviewForecastRevenueFinancialsChartTranscripts

First Foundation Ownership Summary

First Foundation is owned by 83.76% institutional investors, 5.92% insiders, and 10.32% retail investors. Steel peak wealth management is the largest institutional shareholder, holding 0% of FFWM shares. FIAM Small Cap Core Composite is the top mutual fund, with 2.54% of its assets in First Foundation shares.

FFWM Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFirst Foundation83.76%5.92%10.32%
IndustryRegional Banks Stocks39.09%12.58%48.32%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Steel peak wealth management---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Steel peak wealth management---

Top Buyers

HolderShares% AssetsChange
Steel peak wealth management---16.28K

Top Sellers

HolderShares% AssetsChange
Steel peak wealth management---16.28K

Sold Out

HolderChange
Steel peak wealth management-16.28K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025146-3.31%69,003,2920.02%831.19%74-8.64%35-12.50%
Jun 30, 2025151-3.21%68,989,1374.83%830.83%818.00%40-9.09%
Mar 31, 2025156-6.02%65,811,011-4.22%1000.95%758.70%44-21.43%
Dec 31, 20241661.22%68,712,17715.42%1021.30%69-21.59%5636.59%
Sep 30, 20241643.14%59,531,57234.17%881.44%88-1.12%4110.81%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
FIAM Small Cap Core Composite2.09M2.54%-
FIAM Small Cap Core CIT Cl B2.01M2.44%-34.80K
Vanguard Total Stock Mkt Idx Inv1.79M2.18%-39.85K
iShares Russell 2000 ETF1.52M1.84%-
Strategic Advisers Fidelity US TtlStk1.09M1.33%-409.09K
SPDR® S&P Regional Banking ETF861.38K1.05%-
Vanguard Institutional Extnd Mkt Idx Tr824.01K1.00%-355.62K
Fidelity Small Cap Index629.43K0.76%-14.05K
DFA US Targeted Value I570.27K0.69%-
Fidelity Series Small Cap Core566.51K0.69%-

Recent Insider Transactions

DateNameRoleActivityValue
Feb 29, 2024KELLER ULRICH E. JR ChairmanSell$203.97K
Dec 15, 2023KELLER ULRICH E. JR ChairmanSell$266.94K
May 11, 2023Lake David G.-Buy$7.98K
May 09, 2023Lake David G.-Buy$8.38K
May 08, 2023PAGLIARINI ELIZABETH A.-Buy$24.40K

Insider Transactions Trends

DateBuySell
2025 Q4--
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q4--

FFWM Ownership FAQ

Who Owns First Foundation?

First Foundation shareholders are primarily institutional investors at 83.76%, followed by 5.92% insiders and 10.32% retail investors. The average institutional ownership in First Foundation's industry, Regional Banks Stocks, is 39.09%, which First Foundation exceeds.

Does Blackrock own First Foundation?

BlackRock is not among the top 10 institutional shareholders of First Foundation.

Who is First Foundation’s biggest shareholder by percentage of total assets invested?

Steel peak wealth management is First Foundation’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 First Foundation shares, valued at 0$.

Who is the top mutual fund holder of First Foundation shares?

FIAM Small Cap Core Composite is the top mutual fund holder of First Foundation shares, with 2.54% of its total shares outstanding invested in 2.09M First Foundation shares.

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