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Institutional Ownership · SEC Form 13F

Who owns First Foundation Inc. (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.

153
Institutional holders
72M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
CANYON CAPITAL ADVISORS LLC8,152,392$48M9.8%2026-Q1
STRATEGIC VALUE BANK PARTNERS LLC6,768,343$40M8.1%2026-Q1
North Reef Capital Management LP trimmed5,911,778$35M7.1%2026-Q1
BlackRock, Inc. trimmed4,928,567$29M5.9%2026-Q1
Fortress Investment Group LLC4,038,750$24M4.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added3,442,315$20M4.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,348,723$20M4.0%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed2,213,860$13M2.7%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added2,115,460$12M2.5%2026-Q1
GLAZER CAPITAL, LLC new2,090,157$12M2.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,789,412$11M2.1%2026-Q1
Qube Research & Technologies Ltd added1,586,431$9M1.9%2026-Q1
JPMORGAN CHASE & CO added1,607,591$9M1.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed1,563,637$9M1.8%2026-Q1
STATE STREET CORP trimmed1,419,912$8M1.7%2026-Q1
AMERIPRISE FINANCIAL INC added1,282,788$8M1.5%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,251,251$7M1.5%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added1,172,550$7M1.4%2026-Q1
CITIGROUP INC added1,057,194$6M1.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,055,155$6M1.3%2026-Q1
Invenomic Capital Management LP trimmed1,051,878$6M1.3%2026-Q1
ABC ARBITRAGE SA trimmed964,315$6M1.2%2026-Q1
MENDON CAPITAL ADVISORS CORP added719,278$4M0.9%2026-Q1
Curi Capital, LLC added659,354$4M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added625,603$4M0.7%2026-Q1
ODDO BHF ASSET MANAGEMENT SAS new626,987$4M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added588,952$3M0.7%2026-Q1
CREDIT INDUSTRIEL ET COMMERCIAL added580,462$3M0.7%2026-Q1
NORTHERN TRUST CORP added574,620$3M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new546,947$3M0.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new490,378$3M0.6%2026-Q1
Squarepoint Ops LLC added477,327$3M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added475,899$3M0.6%2026-Q1
Trium Capital LLP new442,850$3M0.5%2026-Q1
BANC FUNDS CO LLC432,396$3M0.5%2026-Q1
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed400,000$2M0.5%2026-Q1
SG Americas Securities, LLC added395,033$2M0.5%2026-Q1
MORGAN STANLEY trimmed385,142$2M0.5%2026-Q1
Quantinno Capital Management LP added379,926$2M0.5%2026-Q1
BARCLAYS PLC trimmed52,454$2M0.4%2026-Q1
Transmarket Holdings LP new238,711$1M0.3%2026-Q1
Nuveen, LLC added221,220$1M0.3%2026-Q1
D. E. Shaw & Co., Inc. trimmed189,547$1M0.2%2026-Q1
Bank of New York Mellon Corp added182,635$1M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed169,129$998K0.2%2026-Q1
Creative Planning trimmed169,047$997K0.2%2026-Q1
SEI INVESTMENTS CO added166,166$980K0.2%2026-Q1
JANE STREET GROUP, LLC added152,311$899K0.2%2026-Q1
NAPLES GLOBAL ADVISORS, LLC trimmed148,563$877K0.2%2026-Q1
FLC Capital Advisors144,557$853K0.2%2026-Q1
STEPHENS INC /AR/120,000$708K0.1%2026-Q1
PRIVATE MANAGEMENT GROUP INC109,845$648K0.1%2026-Q1
NOMURA HOLDINGS INC new107,543$635K0.1%2026-Q1
HSBC HOLDINGS PLC added96,239$568K0.1%2026-Q1
OXFORD ASSET MANAGEMENT LLP trimmed90,736$535K0.1%2026-Q1
Polar Asset Management Partners Inc.86,893$513K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added83,656$494K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed81,806$483K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed77,360$477K0.1%2026-Q1
PRELUDE CAPITAL MANAGEMENT, LLC added80,000$472K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added79,763$471K0.1%2026-Q1
Rafferty Asset Management, LLC trimmed73,267$432K0.1%2026-Q1
WATER ISLAND CAPITAL LLC added67,573$399K0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC65,197$385K0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added64,031$378K0.1%2026-Q1
Yakira Capital Management, Inc. trimmed58,949$348K0.1%2026-Q1
DEUTSCHE BANK AG\ added51,624$305K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed51,075$301K0.1%2026-Q1
Inscription Capital, LLC51,028$301K0.1%2026-Q1
UBS Group AG trimmed45,986$271K0.1%2026-Q1
Aviance Capital Partners, LLC45,680$270K0.1%2026-Q1
Vanguard Personalized Indexing Management, LLC added42,678$252K0.1%2026-Q1
Brooklyn Investment Group added42,448$250K0.1%2026-Q1
Caprock Group, LLC added41,272$244K0.0%2026-Q1
Cerity Partners LLC added37,781$223K0.0%2026-Q1
VANGUARD GROUP INC added4,350,501$27M5.4%2025-Q4 stale
FJ Capital Management LLC added2,057,660$11M2.3%2025-Q3 stale
ROYCE & ASSOCIATES LP added1,811,991$10M2.0%2025-Q3 stale
Azora Capital LP trimmed871,559$5M0.9%2025-Q1 stale
EJF Capital LP added720,621$4M0.9%2025-Q4 stale
TWO SIGMA ADVISERS, LP added508,800$3M0.6%2025-Q4 stale
Jump Financial, LLC added242,600$1M0.3%2025-Q4 stale
Cubist Systematic Strategies, LLC added232,933$1M0.2%2025-Q2 stale
Invesco Ltd. trimmed164,146$1M0.2%2025-Q4 stale
Assenagon Asset Management S.A. added134,496$828K0.2%2025-Q4 stale
SummerHaven Investment Management, LLC added152,141$776K0.2%2025-Q2 stale
MARSHALL WACE, LLP added94,562$583K0.1%2025-Q4 stale
Oppenheimer & Close, LLC84,387$520K0.1%2025-Q4 stale
Fourthstone LLC trimmed88,000$490K0.1%2025-Q3 stale
Trexquant Investment LP added95,839$489K0.1%2025-Q2 stale
CITADEL ADVISORS LLC trimmed77,327$476K0.1%2025-Q4 stale
Graham Capital Management, L.P. added69,836$430K0.1%2025-Q4 stale
XTX Topco Ltd added68,267$421K0.1%2025-Q4 stale
PRUDENTIAL FINANCIAL INC trimmed75,172$419K0.1%2025-Q3 stale
Verition Fund Management LLC trimmed60,750$374K0.1%2025-Q4 stale
Point72 Asset Management, L.P. added60,024$370K0.1%2025-Q4 stale
Numerai GP LLC added63,161$352K0.1%2025-Q3 stale
Ducere Wealth Management LLC new50,446$311K0.1%2025-Q4 stale
Versor Investments LP added47,800$244K0.0%2025-Q2 stale
L & S Advisors Inc new42,230$219K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership