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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fidelity National Financial, Inc. | 94,662,347 | $2.5B | 73.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 3,377,244 | $90M | 2.6% | 2026-Q2 |
| Brave Warrior Advisors, LLC trimmed | 2,482,417 | $66M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,224,783 | $59M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,136,347 | $57M | 1.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,975,976 | $53M | 1.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,544,055 | $41M | 1.2% | 2026-Q2 |
| STATE STREET CORP added | 1,432,065 | $38M | 1.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,263,189 | $34M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,157,776 | $31M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,098,799 | $29M | 0.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,032,974 | $27M | 0.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 939,465 | $25M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 844,172 | $22M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 608,711 | $16M | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 589,966 | $16M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 561,973 | $15M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 507,986 | $14M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 445,364 | $12M | 0.3% | 2026-Q2 |
| NORGES BANK added | 443,301 | $12M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 430,520 | $11M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 428,501 | $11M | 0.3% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 357,310 | $10M | 0.3% | 2026-Q2 |
| PDT Partners, LLC added | 318,273 | $8M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 304,458 | $8M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 288,705 | $8M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 287,869 | $8M | 0.2% | 2026-Q2 |
| DENALI ADVISORS LLC added | 284,700 | $8M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 268,887 | $7M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 268,270 | $7M | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 242,929 | $6M | 0.2% | 2026-Q2 |
| Livforsakringsbolaget Skandia, Omsesidigt added | 217,919 | $71M | 2.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 179,379 | $5M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 171,075 | $5M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 159,428 | $4M | 0.1% | 2026-Q2 |
| SEB Asset Management AB trimmed | 136,674 | $4M | 0.1% | 2026-Q2 |
| Public Sector Pension Investment Board new | 127,473 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 124,761 | $3M | 0.1% | 2026-Q2 |
| IAT REINSURANCE CO LTD. | 120,000 | $821K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 103,036 | $3M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 103,031 | $3M | 0.1% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC | 96,384 | $3M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 93,722 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 92,365 | $2M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 89,820 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 82,913 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 80,009 | $2M | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 79,287 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 79,150 | $2M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 74,884 | $2M | 0.1% | 2026-Q2 |
| Vest Financial, LLC new | 67,752 | $2M | 0.1% | 2026-Q2 |
| Crescent Grove Advisors, LLC added | 66,288 | $2M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 64,894 | $2M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 61,984 | $2M | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 59,860 | $2M | 0.0% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 59,466 | $2M | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 58,287 | $1M | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 52,514 | $1M | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 50,112 | $1M | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 50,056 | $1M | 0.0% | 2026-Q2 |
| Man Group plc added | 45,331 | $1M | 0.0% | 2026-Q2 |
| Freestone Grove Partners LP added | 45,260 | $1M | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 42,993 | $1M | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 42,649 | $1M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 42,176 | $1M | 0.0% | 2026-Q2 |
| Numerai GP LLC added | 41,656 | $1M | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 41,287 | $1M | 0.0% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 39,969 | $1M | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 37,639 | $1M | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 37,120 | $987K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 35,066 | $932K | 0.0% | 2026-Q2 |
| Tidal Investments LLC added | 32,534 | $865K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 31,775 | $845K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 30,831 | $820K | 0.0% | 2026-Q2 |
| Trexquant Investment LP trimmed | 30,735 | $817K | 0.0% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 28,576 | $760K | 0.0% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 28,090 | $747K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 26,657 | $709K | 0.0% | 2026-Q2 |
| CAXTON ASSOCIATES LLP | 25,711 | $684K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 25,576 | $680K | 0.0% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 25,331 | $674K | 0.0% | 2026-Q2 |
| ALLSTATE CORP trimmed | 25,154 | $669K | 0.0% | 2026-Q2 |
| MACQUARIE GROUP LTD | 24,807 | $660K | 0.0% | 2026-Q2 |
| Unison Advisors LLC added | 23,778 | $632K | 0.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 23,196 | $617K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 23,118 | $615K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 22,685 | $603K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP added | 21,384 | $569K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 21,119 | $562K | 0.0% | 2026-Q2 |
| State of Wyoming added | 20,883 | $555K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 20,806 | $553K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 20,417 | $543K | 0.0% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 20,051 | $533K | 0.0% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 19,299 | $513K | 0.0% | 2026-Q2 |
| CARRET ASSET MANAGEMENT, LLC trimmed | 18,912 | $503K | 0.0% | 2026-Q2 |
| Mariner, LLC added | 18,465 | $491K | 0.0% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 18,008 | $479K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 17,800 | $473K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT added | 17,659 | $470K | 0.0% | 2026-Q2 |
| National Wealth Management Group, LLC | 17,497 | $465K | 0.0% | 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.
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.