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Institutional Ownership · SEC Form 13F

Who owns F&G Annuities & Life, Inc. (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-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.

331
Institutional holders
125M
Shares held (tracked funds)
92.3%
Of shares outstanding

How the tape is positioned

41 tracked funds added or opened FG while 87 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

FG’s largest tracked holder by dollar value, Fidelity National Financial, Inc., sizes it at 88.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 88.3pp 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 2025-Q4 and 2026-Q1, across 330 tracked filers holding FG, 138 increased or opened the position and 305 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 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 13

  • VANGUARD PORTFOLIO MANAGEMENT LLC$50M
  • VANGUARD CAPITAL MANAGEMENT LLC$46M
  • VANGUARD FIDUCIARY TRUST CO$6M
  • Arete Wealth Advisors, LLC$6M
  • SEB Asset Management AB$6M
  • BALYASNY ASSET MANAGEMENT L.P.$4M

Full exits 36

  • VANGUARD GROUP INC$107M
  • First Eagle Investment Management, LLC$11M
  • WINDACRE PARTNERSHIP LLC$11M
  • COOKE & BIELER LP$10M
  • PRINCIPAL FINANCIAL GROUP INC$7M
  • CSM Advisors, LLC$4M

Largest adds

  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31M
  • ALGERT GLOBAL LLC$9M
  • STEPHENS INC /AR/$6M
  • Livforsakringsbolaget Skandia, Omsesidigt$5M
  • Nuveen, LLC$5M
  • PDT Partners, LLC$3M

Largest trims

  • Fidelity National Financial, Inc.$523M
  • BlackRock, Inc.$35M
  • Brave Warrior Advisors, LLC$30M
  • VICTORY CAPITAL MANAGEMENT INC$11M
  • AQR CAPITAL MANAGEMENT LLC$9M
  • Ancora Advisors LLC$8M

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
Fidelity National Financial, Inc.94,662,347$2.4B70.8%2026-Q1
Brave Warrior Advisors, LLC trimmed5,353,141$136M4.0%2026-Q1
BlackRock, Inc. trimmed4,113,353$104M3.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,987,041$50M1.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,811,763$46M1.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,480,179$37M1.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,261,801$32M0.9%2026-Q1
AMERIPRISE FINANCIAL INC added963,666$24M0.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added904,300$23M0.7%2026-Q1
STATE STREET CORP trimmed829,417$21M0.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added632,338$16M0.5%2026-Q1
Nuveen, LLC added565,518$14M0.4%2026-Q1
NORGES BANK trimmed391,584$14M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added545,062$14M0.4%2026-Q1
MORGAN STANLEY added513,236$13M0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added488,775$12M0.4%2026-Q1
ALGERT GLOBAL LLC added431,254$11M0.3%2026-Q1
Bank of New York Mellon Corp trimmed411,454$10M0.3%2026-Q1
NORTHERN TRUST CORP trimmed388,389$10M0.3%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added353,750$9M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added341,281$9M0.3%2026-Q1
DENALI ADVISORS LLC added273,600$7M0.2%2026-Q1
STEPHENS INC /AR/ added266,175$7M0.2%2026-Q1
UBS Group AG added253,719$6M0.2%2026-Q1
VANGUARD FIDUCIARY TRUST CO new242,913$6M0.2%2026-Q1
Arete Wealth Advisors, LLC new12,791$6M0.2%2026-Q1
SEB Asset Management AB new229,461$6M0.2%2026-Q1
PDT Partners, LLC added226,875$6M0.2%2026-Q1
Livforsakringsbolaget Skandia, Omsesidigt added18,579$5M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed192,668$5M0.1%2026-Q1
Edgestream Partners, L.P. added191,759$5M0.1%2026-Q1
JANE STREET GROUP, LLC trimmed190,924$5M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added160,248$4M0.1%2026-Q1
Trexquant Investment LP added157,148$4M0.1%2026-Q1
JPMORGAN CHASE & CO trimmed132,953$3M0.1%2026-Q1
Point72 Asset Management, L.P. added128,887$3M0.1%2026-Q1
Squarepoint Ops LLC added125,724$3M0.1%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP trimmed123,985$3M0.1%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added121,411$3M0.1%2026-Q1
Invesco Ltd. added110,851$3M0.1%2026-Q1
HRT FINANCIAL LP added105,283$3M0.1%2026-Q1
Russell Investments Group, Ltd. trimmed102,687$3M0.1%2026-Q1
SCHWARTZ INVESTMENT COUNSEL INC trimmed96,384$2M0.1%2026-Q1
IAT REINSURANCE CO LTD.120,000$2M0.1%2026-Q1
Aquatic Capital Management LLC added90,716$2M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed88,150$2M0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added83,520$2M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed82,762$2M0.1%2026-Q1
Moors & Cabot, Inc. added79,824$2M0.1%2026-Q1
Swiss National Bank trimmed79,484$2M0.1%2026-Q1
Polymer Capital Management (US) LLC added77,983$2M0.1%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed68,945$2M0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed65,861$2M0.0%2026-Q1
FMR LLC trimmed65,612$2M0.0%2026-Q1
Crescent Grove Advisors, LLC added65,221$2M0.0%2026-Q1
D. E. Shaw & Co., Inc. added62,677$2M0.0%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed49,197$2M0.0%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed58,367$1M0.0%2026-Q1
Gotham Asset Management, LLC added55,943$1M0.0%2026-Q1
Creative Planning added55,203$1M0.0%2026-Q1
Jump Financial, LLC trimmed54,678$1M0.0%2026-Q1
XTX Topco Ltd added50,263$1M0.0%2026-Q1
VANGUARD GROUP INC added3,479,167$107M3.2%2025-Q4 stale
First Eagle Investment Management, LLC new366,671$11M0.3%2025-Q4 stale
WINDACRE PARTNERSHIP LLC new350,000$11M0.3%2025-Q4 stale
Woodline Partners LP new336,731$11M0.3%2025-Q2 stale
COOKE & BIELER LP new311,043$10M0.3%2025-Q4 stale
SEVEN GRAND MANAGERS, LLC new250,000$9M0.3%2025-Q1 stale
PRINCIPAL FINANCIAL GROUP INC added221,125$7M0.2%2025-Q4 stale
Monashee Investment Management LLC new175,000$6M0.2%2025-Q1 stale
Alyeska Investment Group, L.P. new172,781$6M0.2%2025-Q1 stale
Jain Global LLC new136,157$5M0.1%2025-Q1 stale
CSM Advisors, LLC added144,764$4M0.1%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added142,484$4M0.1%2025-Q4 stale
CONFLUENCE INVESTMENT MANAGEMENT LLC new121,300$4M0.1%2025-Q4 stale
Empyrean Capital Partners, LP new102,000$4M0.1%2025-Q1 stale
SOROS FUND MANAGEMENT LLC new100,000$4M0.1%2025-Q1 stale
Skandinaviska Enskilda Banken AB (publ) added115,746$4M0.1%2025-Q4 stale
Fortress Investment Group LLC new87,618$3M0.1%2025-Q1 stale
Burkehill Global Management, LP100,000$3M0.1%2025-Q3 stale
Lighthouse Investment Partners, LLC new84,821$3M0.1%2025-Q1 stale
Walleye Capital LLC new80,122$3M0.1%2025-Q1 stale
Fisher Funds Management LTD trimmed78,135$2M0.1%2025-Q2 stale
Ghisallo Capital Management LLC trimmed77,500$2M0.1%2025-Q2 stale
DAVENPORT & Co LLC added62,320$2M0.1%2025-Q4 stale
JUPITER ASSET MANAGEMENT LTD added59,909$2M0.1%2025-Q2 stale
MARSHALL WACE, LLP added57,947$2M0.1%2025-Q4 stale
SUMMIT SECURITIES GROUP LLC added56,950$2M0.1%2025-Q4 stale
FIRST TRUST ADVISORS LP trimmed54,685$2M0.0%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed53,000$2M0.0%2025-Q4 stale
TWO SIGMA ADVISERS, LP added52,590$2M0.0%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC added50,384$2M0.0%2025-Q4 stale
Pictet Asset Management Holding SA new49,680$2M0.0%2025-Q4 stale
WELLINGTON MANAGEMENT GROUP LLP new42,351$2M0.0%2025-Q1 stale
THOMPSON SIEGEL & WALMSLEY LLC added49,126$2M0.0%2025-Q4 stale
SCHRODER INVESTMENT MANAGEMENT GROUP new46,764$1M0.0%2025-Q4 stale
CASTLEKEEP INVESTMENT ADVISORS LLC trimmed40,933$1M0.0%2025-Q1 stale
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed45,961$1M0.0%2025-Q2 stale
KENNEDY CAPITAL MANAGEMENT LLC trimmed38,573$1M0.0%2025-Q1 stale
ENVESTNET ASSET MANAGEMENT INC added43,948$1M0.0%2025-Q4 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