First Foundation Ownership | Who Owns First Foundation?
First Foundation Ownership Summary
First Foundation is owned by 102.47% institutional investors, 6.66% insiders. Canyon capital advisors is the largest institutional shareholder, holding 12.17% 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 | 102.47% | 6.66% | -9.13% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Canyon capital advisors | 8.15M | 12.17% | $50.12M |
| Fmr | 7.40M | 11.05% | $45.98M |
| Strategic value bank partners | 6.77M | 10.10% | $42.03M |
| Blackrock funding, inc. /de | 5.11M | 7.63% | $31.76M |
| 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 |
| Fortress investment group | 4.04M | 6.03% | $25.08M |
| Vanguard group | 3.82M | 5.71% | $23.75M |
| 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 | 27.12% | $42.03M |
| Canyon capital advisors | 8.15M | 6.43% | $50.12M |
| Fortress investment group | 4.04M | 3.99% | $25.08M |
| Elizabeth park capital advisors | 282.34K | 1.43% | $1.75M |
| North reef capital management lp | 4.39M | 1.22% | $27.24M |
| Azora capital lp | 4.15M | 1.16% | $25.80M |
| Mendon capital advisors | 373.71K | 1.14% | $2.32M |
| Maltese capital management | 1.16M | 1.10% | $7.19M |
| Banc funds | 1.31M | 0.89% | $8.11M |
| Ejf capital | 173.17K | 0.74% | $1.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Strategic value bank partners | 6.77M | 27.12% | 3.87M |
| North reef capital management lp | 4.39M | 1.22% | 2.83M |
| Fmr | 7.40M | 0.00% | 1.30M |
| Vanguard group | 3.82M | 0.00% | 774.84K |
| Fortress investment group | 4.04M | 3.99% | 714.00K |
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 |
|---|---|---|---|---|
| Mirabella financial services llp | 396.43K | 0.22% | 396.43K | $2.46M |
| Fourthstone | 188.15K | 0.23% | 188.15K | $1.17M |
| Ejf capital | 173.17K | 0.74% | 173.17K | $1.08M |
| Assenagon asset management | 124.75K | 0.00% | 124.75K | $774.72K |
| Raymond james financial | 78.67K | 0.00% | 78.67K | $488.56K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -18.00 |
| Voisard asset management group | -63.00 |
| Ronald blue trust | -125.00 |
| Picton mahoney asset management | -413.00 |
| Jones financial companies lllp | -700.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 159 | 7.43% | 43,069,934 | 4.71% | 76 | 1.44% | 85 | 34.92% | 43 | -17.31% |
| Dec 31, 2023 | 148 | 0.68% | 41,134,081 | -0.99% | 72 | 1.34% | 63 | -20.25% | 52 | 44.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 2.42M | 2.94% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.20M | 2.67% | - |
| FIAM Small Cap Core Composite | 2.09M | 2.54% | 568.54K |
| FIAM Small Cap Core CIT Cl B | 2.09M | 2.54% | - |
| iShares Russell 2000 ETF | 1.65M | 2.01% | -14.36K |
| Vanguard US Total Market Shares ETF | 1.63M | 1.97% | - |
| Strategic Advisers Fidelity US TtlStk | 1.43M | 1.74% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.21M | 1.47% | 2.38K |
| SPDR® S&P Regional Banking ETF | 673.24K | 0.82% | 3.35K |
| Fidelity Small Cap Index | 627.85K | 0.76% | -11.76K |
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 |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 1 |
| 2023 Q3 | - | - |
FFWM Ownership FAQ
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