First Foundation Ownership | Who Owns First Foundation?

Overview Forecast RevenueFinancials Chart Transcripts

First Foundation Ownership Summary

First Foundation is owned by 78.15% institutional investors, 6.61% insiders, and 15.24% retail investors. Fmr is the largest institutional shareholder, holding 8.99% 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	78.15%	6.61%	15.24%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Regional Banks Stocks	49.28%	11.59%	39.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	5.08M	8.99%	$33.28M
Blackrock	3.93M	6.96%	$25.76M
Azora capital lp	3.76M	6.65%	$24.62M
Vanguard group	2.98M	5.27%	$19.50M
Rhino investment partners	1.95M	3.46%	$12.78M
Dimensional fund advisors lp	1.88M	3.32%	$12.29M
State street	1.83M	3.23%	$11.97M
Banc funds	1.35M	2.40%	$8.86M
Strategic value bank partners	1.35M	2.38%	$8.82M
Geode capital management	1.17M	2.07%	$7.65M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Strategic value bank partners	1.35M	5.84%	$8.82M
Mendon capital advisors	646.69K	2.67%	$4.81M
Elizabeth park capital advisors	463.95K	2.63%	$3.04M
Rhino investment partners	1.95M	2.29%	$12.78M
Jacobs asset management	300.00K	1.25%	$1.97M
Azora capital lp	3.76M	1.13%	$24.62M
Banc funds	1.35M	1.05%	$8.86M
Verdad advisers, lp	80.00K	0.61%	$524.00K
Intrinsic edge capital management	400.00K	0.24%	$2.62M
Naples global advisors	358.04K	0.24%	$2.35M

Top Buyers

Holder	Shares	% Assets	Change
Rmb capital management	646.69K	0.10%	381.95K
Mendon capital advisors	646.69K	2.67%	381.95K
Boothbay fund management	354.10K	0.05%	354.10K
Royce & associates lp	352.81K	0.02%	352.81K
Hotchkis & wiley capital management	1.05M	0.02%	307.60K

Top Sellers

Holder	Shares	% Assets	Change
Philadelphia financial management of san francisco	-	-	-1.30M
Rhino investment partners	1.95M	2.29%	-279.86K
State street	1.83M	0.00%	-275.63K
Jpmorgan chase	37.62K	-	-207.48K
Emerald mutual fund advisers trust	-	-	-201.07K

New Positions

Holder	Shares	% Assets	Change	Value
Royce & associates lp	352.81K	0.02%	352.81K	$2.31M
Jacobs asset management	300.00K	1.25%	300.00K	$1.97M
Modera wealth management	285.50K	0.03%	285.50K	$1.87M
Tudor investment corp et al	88.52K	0.00%	88.52K	$579.83K
Elco management	48.34K	0.18%	48.34K	$316.65K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-18.00
Metropolitan life insurance co/ny	-1.89K
Group one trading	-2.82K
Nverses capital	-4.20K
Quarry lp	-4.37K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	147	-	41,544,192	5.11%	73	1.50%	79	-8.14%	36	-14.29%
Jun 30, 2023	147	-4.55%	39,523,304	0.19%	70	1.43%	86	-1.15%	42	-12.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Small Cap Value Fund	2.42M	2.94%	-
Vanguard Total Stock Mkt Idx Inv	1.63M	1.97%	-
FIAM Small Cap Core Composite	1.34M	1.97%	-
iShares Russell 2000 ETF	1.60M	1.94%	-3.58K
FIAM Small Cap Core CIT Cl B	1.52M	1.85%	5.23K
Strategic Advisers Fidelity US TtlStk	1.28M	1.56%	-
Vanguard Institutional Extnd Mkt Idx Tr	804.35K	0.98%	-1.12K
SPDR® S&P Regional Banking ETF	733.39K	0.89%	3.58K
Fidelity Small Cap Index	535.03K	0.65%	-11.87K
Royce Small-Cap Opportunity Invmt	429.41K	0.63%	259.51K

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

Who Owns First Foundation?

First Foundation shareholders are primarily institutional investors at 78.15%, followed by 6.61% insiders and 15.24% retail investors. The average institutional ownership in First Foundation's industry, Regional Banks Stocks, is 49.28%, which First Foundation exceeds.

Who owns the most shares of First Foundation?

First Foundation’s largest shareholders are Fmr (5.08M shares, 8.99%), Blackrock (3.93M shares, 6.96%), and Azora capital lp (3.76M shares, 6.65%). Together, they hold 22.61% of First Foundation’s total shares outstanding.

Does Blackrock own First Foundation?

Yes, BlackRock owns 6.96% of First Foundation, totaling 3.93M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 25.76M$. In the last quarter, BlackRock decreased its holdings by -89.844K shares, a -2.23% change.

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

Strategic value bank partners is First Foundation’s biggest shareholder by percentage of total assets invested, with 5.84% of its assets in 1.35M First Foundation shares, valued at 8.82M$.

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

Fidelity Small Cap Value Fund is the top mutual fund holder of First Foundation shares, with 2.94% of its total shares outstanding invested in 2.42M First Foundation shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools