First Foundation Ownership | Who Owns First Foundation?

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First Foundation Ownership Summary

First Foundation is owned by 88.86% institutional investors, 6.61% insiders, and 4.52% 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	88.86%	6.61%	4.52%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

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
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
Alliancebernstein	1.07M	1.89%	$6.99M

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
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
Naples global advisors	358.04K	0.24%	$2.35M
Flc capital advisors	127.00K	0.20%	$831.83K
Elco management	48.34K	0.18%	$316.65K
Rmb capital management	646.69K	0.10%	$4.24M

Top Buyers

Holder	Shares	% Assets	Change
Mendon capital advisors	646.69K	2.67%	381.95K
Rmb capital management	646.69K	0.10%	381.95K
Royce & associates lp	352.81K	0.02%	352.81K
Hotchkis & wiley capital management	1.05M	0.02%	307.60K
Modera wealth management	285.50K	0.03%	285.50K

Top Sellers

Holder	Shares	% Assets	Change
Rhino investment partners	-	-	-1.95M
Philadelphia financial management of san francisco	-	-	-1.30M
Lord, abbett	-	-	-503.74K
Kennedy capital management	-	-	-502.94K
Intrinsic edge capital management	-	-	-400.00K

New Positions

Holder	Shares	% Assets	Change	Value
Royce & associates lp	352.81K	0.02%	352.81K	$2.31M
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
Bleakley financial group	29.93K	0.01%	29.93K	$196.07K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-18.00
Picton mahoney asset management	-413.00
Jones financial companies lllp	-700.00
Metropolitan life insurance co/ny	-1.89K
Point72 asia (singapore) pte.	-2.06K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	147	-	41,544,192	5.11%	73	1.50%	79	-8.14%	36	-14.29%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Small Cap Value Fund	2.42M	2.94%	-
Vanguard Total Stock Mkt Idx Inv	1.93M	2.35%	307.00K
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	801.05K	0.97%	-3.30K
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 88.86%, followed by 6.61% insiders and 4.53% retail investors. The average institutional ownership in First Foundation's industry, Regional Banks Stocks, is 51.67%, 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.

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