Skip to main content
Institutional Ownership · SEC Form 13F

Who owns F&G Annuities & Life (FG)


Which tracked institutional funds hold FG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FG company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

293
Institutional holders
127M
Shares held (tracked funds)
93.8%
Of shares outstanding

How the tape is positioned

53 tracked funds added or opened FG while 37 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

FG’s largest tracked holder by dollar value, Fidelity National Financial, Inc., sizes it at 79.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 79.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FG 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 2026-Q1 and 2026-Q2, across 293 tracked filers holding FG, 132 increased or opened the position and 167 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 FG between the 2026-Q1 and 2026-Q2 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 12

  • FIRST TRUST ADVISORS LP$27M
  • PRINCIPAL FINANCIAL GROUP INC$5M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4M
  • Public Sector Pension Investment Board$3M
  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3M
  • Vest Financial, LLC$2M

Full exits 17

  • Arete Wealth Advisors, LLC$6M
  • Edgestream Partners, L.P.$5M
  • JANE STREET GROUP, LLC$5M
  • BALYASNY ASSET MANAGEMENT L.P.$4M
  • Squarepoint Ops LLC$3M
  • PEAPACK GLADSTONE FINANCIAL CORP$3M

Largest adds

  • Fidelity National Financial, Inc.$120M
  • Livforsakringsbolaget Skandia, Omsesidigt$66M
  • BANK OF AMERICA CORP /DE/$58M
  • GOLDMAN SACHS GROUP INC$21M
  • DIMENSIONAL FUND ADVISORS LP$19M
  • STATE STREET CORP$17M

Largest trims

  • Brave Warrior Advisors, LLC$70M
  • BlackRock, Inc.$14M
  • UBS Group AG$5M
  • VANGUARD CAPITAL MANAGEMENT LLC$5M
  • ALGERT GLOBAL LLC$3M
  • Trexquant Investment LP$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Fidelity National Financial, Inc.94,662,347$2.5B73.3%2026-Q2
BlackRock, Inc. trimmed3,377,244$90M2.6%2026-Q2
Brave Warrior Advisors, LLC trimmed2,482,417$66M1.9%2026-Q2
BANK OF AMERICA CORP /DE/ added2,224,783$59M1.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP added2,136,347$57M1.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed1,975,976$53M1.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,544,055$41M1.2%2026-Q2
STATE STREET CORP added1,432,065$38M1.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,263,189$34M1.0%2026-Q2
AMERIPRISE FINANCIAL INC added1,157,776$31M0.9%2026-Q2
GOLDMAN SACHS GROUP INC added1,098,799$29M0.9%2026-Q2
FIRST TRUST ADVISORS LP added1,032,974$27M0.8%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added939,465$25M0.7%2026-Q2
AMERICAN CENTURY COMPANIES INC added844,172$22M0.7%2026-Q2
MORGAN STANLEY added608,711$16M0.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added589,966$16M0.5%2026-Q2
MILLENNIUM MANAGEMENT LLC added561,973$15M0.4%2026-Q2
Bank of New York Mellon Corp added507,986$14M0.4%2026-Q2
NORTHERN TRUST CORP added445,364$12M0.3%2026-Q2
NORGES BANK added443,301$12M0.3%2026-Q2
Nuveen, LLC trimmed430,520$11M0.3%2026-Q2
Invesco Ltd. added428,501$11M0.3%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added357,310$10M0.3%2026-Q2
PDT Partners, LLC added318,273$8M0.2%2026-Q2
JPMORGAN CHASE & CO added304,458$8M0.2%2026-Q2
Point72 Asset Management, L.P. added288,705$8M0.2%2026-Q2
ALGERT GLOBAL LLC trimmed287,869$8M0.2%2026-Q2
DENALI ADVISORS LLC added284,700$8M0.2%2026-Q2
STEPHENS INC /AR/ added268,887$7M0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added268,270$7M0.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO added242,929$6M0.2%2026-Q2
Livforsakringsbolaget Skandia, Omsesidigt added217,919$71M2.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed179,379$5M0.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added171,075$5M0.1%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added159,428$4M0.1%2026-Q2
SEB Asset Management AB trimmed136,674$4M0.1%2026-Q2
Public Sector Pension Investment Board new127,473$3M0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new124,761$3M0.1%2026-Q2
IAT REINSURANCE CO LTD.120,000$821K0.0%2026-Q2
Russell Investments Group, Ltd. added103,036$3M0.1%2026-Q2
Jump Financial, LLC added103,031$3M0.1%2026-Q2
SCHWARTZ INVESTMENT COUNSEL INC96,384$3M0.1%2026-Q2
D. E. Shaw & Co., Inc. added93,722$2M0.1%2026-Q2
RHUMBLINE ADVISERS added92,365$2M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added89,820$2M0.1%2026-Q2
Legal & General Group Plc added82,913$2M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed80,009$2M0.1%2026-Q2
Moors & Cabot, Inc. trimmed79,287$2M0.1%2026-Q2
Creative Planning added79,150$2M0.1%2026-Q2
Swiss National Bank trimmed74,884$2M0.1%2026-Q2
Vest Financial, LLC new67,752$2M0.1%2026-Q2
Crescent Grove Advisors, LLC added66,288$2M0.1%2026-Q2
ExodusPoint Capital Management, LP added64,894$2M0.1%2026-Q2
Gotham Asset Management, LLC added61,984$2M0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed59,860$2M0.0%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed59,466$2M0.0%2026-Q2
ALLIANCEBERNSTEIN L.P. added58,287$1M0.0%2026-Q2
Vanguard Global Advisers, LLC added52,514$1M0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added50,112$1M0.0%2026-Q2
UBS Group AG trimmed50,056$1M0.0%2026-Q2
Man Group plc added45,331$1M0.0%2026-Q2
Freestone Grove Partners LP added45,260$1M0.0%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added42,993$1M0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed42,649$1M0.0%2026-Q2
Quantinno Capital Management LP added42,176$1M0.0%2026-Q2
Numerai GP LLC added41,656$1M0.0%2026-Q2
FMR LLC trimmed41,287$1M0.0%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added39,969$1M0.0%2026-Q2
DEUTSCHE BANK AG\ added37,639$1M0.0%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed37,120$987K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added35,066$932K0.0%2026-Q2
Tidal Investments LLC added32,534$865K0.0%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd31,775$845K0.0%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added30,831$820K0.0%2026-Q2
Trexquant Investment LP trimmed30,735$817K0.0%2026-Q2
GUGGENHEIM CAPITAL LLC added28,576$760K0.0%2026-Q2
Graham Capital Management, L.P. trimmed28,090$747K0.0%2026-Q2
FIFTH THIRD BANCORP added26,657$709K0.0%2026-Q2
CAXTON ASSOCIATES LLP25,711$684K0.0%2026-Q2
Brevan Howard Capital Management LP added25,576$680K0.0%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP trimmed25,331$674K0.0%2026-Q2
ALLSTATE CORP trimmed25,154$669K0.0%2026-Q2
MACQUARIE GROUP LTD24,807$660K0.0%2026-Q2
Unison Advisors LLC added23,778$632K0.0%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD trimmed23,196$617K0.0%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed23,118$615K0.0%2026-Q2
MetLife Investment Management, LLC added22,685$603K0.0%2026-Q2
Engineers Gate Manager LP added21,384$569K0.0%2026-Q2
CITIGROUP INC trimmed21,119$562K0.0%2026-Q2
State of Wyoming added20,883$555K0.0%2026-Q2
SEI INVESTMENTS CO trimmed20,806$553K0.0%2026-Q2
XTX Topco Ltd trimmed20,417$543K0.0%2026-Q2
BASSWOOD CAPITAL MANAGEMENT, L.L.C.20,051$533K0.0%2026-Q2
Illinois Municipal Retirement Fund added19,299$513K0.0%2026-Q2
CARRET ASSET MANAGEMENT, LLC trimmed18,912$503K0.0%2026-Q2
Mariner, LLC added18,465$491K0.0%2026-Q2
State of Tennessee, Department of Treasury added18,008$479K0.0%2026-Q2
Jupiter Topco LLC new17,800$473K0.0%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT added17,659$470K0.0%2026-Q2
National Wealth Management Group, LLC17,497$465K0.0%2026-Q2

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