Who owns First Foundation (FFWM)
Which tracked institutional funds hold FFWM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FFWM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
28 tracked funds added or opened FFWM while 29 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FFWM’s largest tracked holder by dollar value, CANYON CAPITAL ADVISORS LLC, sizes it at 6.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FFWM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 153 tracked filers holding FFWM, 76 increased or opened the position and 77 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FFWM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- VANGUARD CAPITAL MANAGEMENT LLC$20M
- GLAZER CAPITAL, LLC$12M
- ODDO BHF ASSET MANAGEMENT SAS$4M
- VANGUARD FIDUCIARY TRUST CO$3M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- Trium Capital LLP$3M
Full exits 8
- VANGUARD GROUP INC$27M
- EJF Capital LP$4M
- TWO SIGMA ADVISERS, LP$3M
- Jump Financial, LLC$1M
- Invesco Ltd.$1M
- Assenagon Asset Management S.A.$828K
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$16M
- MILLENNIUM MANAGEMENT LLC$7M
- Qube Research & Technologies Ltd$7M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- SG Americas Securities, LLC$2M
Largest trims
- FMR LLC$20M
- North Reef Capital Management LP$13M
- STATE STREET CORP$7M
- MORGAN STANLEY$4M
- DIMENSIONAL FUND ADVISORS LP$3M
- MALTESE CAPITAL MANAGEMENT LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CANYON CAPITAL ADVISORS LLC | 8,152,392 | $48M | 9.8% | 2026-Q1 |
| STRATEGIC VALUE BANK PARTNERS LLC | 6,768,343 | $40M | 8.1% | 2026-Q1 |
| North Reef Capital Management LP trimmed | 5,911,778 | $35M | 7.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,928,567 | $29M | 5.9% | 2026-Q1 |
| Fortress Investment Group LLC | 4,038,750 | $24M | 4.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,442,315 | $20M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,348,723 | $20M | 4.0% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 2,213,860 | $13M | 2.7% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 2,115,460 | $12M | 2.5% | 2026-Q1 |
| GLAZER CAPITAL, LLC new | 2,090,157 | $12M | 2.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,789,412 | $11M | 2.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,586,431 | $9M | 1.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,607,591 | $9M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,563,637 | $9M | 1.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,419,912 | $8M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,282,788 | $8M | 1.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,251,251 | $7M | 1.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,172,550 | $7M | 1.4% | 2026-Q1 |
| CITIGROUP INC added | 1,057,194 | $6M | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,055,155 | $6M | 1.3% | 2026-Q1 |
| Invenomic Capital Management LP trimmed | 1,051,878 | $6M | 1.3% | 2026-Q1 |
| ABC ARBITRAGE SA trimmed | 964,315 | $6M | 1.2% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP added | 719,278 | $4M | 0.9% | 2026-Q1 |
| Curi Capital, LLC added | 659,354 | $4M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 625,603 | $4M | 0.7% | 2026-Q1 |
| ODDO BHF ASSET MANAGEMENT SAS new | 626,987 | $4M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 588,952 | $3M | 0.7% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL added | 580,462 | $3M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 574,620 | $3M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 546,947 | $3M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 490,378 | $3M | 0.6% | 2026-Q1 |
| Squarepoint Ops LLC added | 477,327 | $3M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 475,899 | $3M | 0.6% | 2026-Q1 |
| Trium Capital LLP new | 442,850 | $3M | 0.5% | 2026-Q1 |
| BANC FUNDS CO LLC | 432,396 | $3M | 0.5% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 400,000 | $2M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 395,033 | $2M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 385,142 | $2M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 379,926 | $2M | 0.5% | 2026-Q1 |
| BARCLAYS PLC trimmed | 52,454 | $2M | 0.4% | 2026-Q1 |
| Transmarket Holdings LP new | 238,711 | $1M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 221,220 | $1M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 189,547 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 182,635 | $1M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 169,129 | $998K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 169,047 | $997K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 166,166 | $980K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 152,311 | $899K | 0.2% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC trimmed | 148,563 | $877K | 0.2% | 2026-Q1 |
| FLC Capital Advisors | 144,557 | $853K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ | 120,000 | $708K | 0.1% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC | 109,845 | $648K | 0.1% | 2026-Q1 |
| NOMURA HOLDINGS INC new | 107,543 | $635K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC new | 96,239 | $568K | 0.1% | 2026-Q1 |
| OXFORD ASSET MANAGEMENT LLP trimmed | 90,736 | $535K | 0.1% | 2026-Q1 |
| Polar Asset Management Partners Inc. | 86,893 | $513K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 83,656 | $494K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 81,806 | $483K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 77,360 | $477K | 0.1% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 80,000 | $472K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 79,763 | $471K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 73,267 | $432K | 0.1% | 2026-Q1 |
| WATER ISLAND CAPITAL LLC added | 67,573 | $399K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 65,197 | $385K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 64,031 | $378K | 0.1% | 2026-Q1 |
| Yakira Capital Management, Inc. trimmed | 58,949 | $348K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 51,624 | $305K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 51,075 | $301K | 0.1% | 2026-Q1 |
| Inscription Capital, LLC | 51,028 | $301K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 45,986 | $271K | 0.1% | 2026-Q1 |
| Aviance Capital Partners, LLC | 45,680 | $270K | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 42,678 | $252K | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 42,448 | $250K | 0.1% | 2026-Q1 |
| Caprock Group, LLC added | 41,272 | $244K | 0.0% | 2026-Q1 |
| Cerity Partners LLC added | 37,781 | $223K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 4,350,501 | $27M | 5.4% | 2025-Q4 stale |
| FJ Capital Management LLC added | 2,057,660 | $11M | 2.3% | 2025-Q3 stale |
| ROYCE & ASSOCIATES LP added | 1,811,991 | $10M | 2.0% | 2025-Q3 stale |
| Azora Capital LP trimmed | 871,559 | $5M | 0.9% | 2025-Q1 stale |
| EJF Capital LP added | 720,621 | $4M | 0.9% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 508,800 | $3M | 0.6% | 2025-Q4 stale |
| Jump Financial, LLC added | 242,600 | $1M | 0.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 232,933 | $1M | 0.2% | 2025-Q2 stale |
| Invesco Ltd. trimmed | 164,146 | $1M | 0.2% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 134,496 | $828K | 0.2% | 2025-Q4 stale |
| SummerHaven Investment Management, LLC added | 152,141 | $776K | 0.2% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 94,562 | $583K | 0.1% | 2025-Q4 stale |
| Oppenheimer & Close, LLC | 84,387 | $520K | 0.1% | 2025-Q4 stale |
| Fourthstone LLC trimmed | 88,000 | $490K | 0.1% | 2025-Q3 stale |
| Trexquant Investment LP new | 95,839 | $489K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 77,327 | $476K | 0.1% | 2025-Q4 stale |
| Graham Capital Management, L.P. added | 69,836 | $430K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd added | 68,267 | $421K | 0.1% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 75,172 | $419K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC trimmed | 60,750 | $374K | 0.1% | 2025-Q4 stale |
| Point72 Asset Management, L.P. new | 60,024 | $370K | 0.1% | 2025-Q4 stale |
| Numerai GP LLC added | 63,161 | $352K | 0.1% | 2025-Q3 stale |
| Ducere Wealth Management LLC new | 50,446 | $311K | 0.1% | 2025-Q4 stale |
| Versor Investments LP new | 47,800 | $244K | 0.0% | 2025-Q2 stale |
| L & S Advisors Inc new | 42,230 | $219K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.