First American Financial Corp: which funds bought and sold

Institutions that bought and sold First American Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 236 institutions that filed 13F reports for both quarters added to or opened positions in First American Financial, and 184 cut or closed them. Together they added a net 3.7M shares, +3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 186K shares (+0.5%); index fund managers were net buyers of 526K shares (+1.9%). 71 opened a new position and 41 sold out entirely.

Bought, Q2 2026 236 institutions, 71 of them new holders Sold, Q2 2026 184 institutions, 41 of them sold out

Net change, all compared +3.7M shares (+3.9%)

Net change, active managers +186K shares (+0.5%), 31 bought, 31 sold

Buyers versus sellers

institutions compared, 501

236 bought 81 184 sold

Active managers and hedge funds 31 bought · 31 sold · +186K

Index fund managers 9 bought · 2 sold · +526K

Other institutions 196 bought · 151 sold · +3.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
LSV Asset Management Active manager	+2.3M New position	2.3M	$159M
Goldman Sachs Group Inc	+899K +263.2%	1.2M	$85.1M
Arrowstreet Capital, Limited Partnership Hedge fund	+693K +54.0%	2.0M	$136M
Vaughan Nelson Investment Management, L.P. Active manager	+678K New position	678K	$46.5M
UBS Group AG	+573K +173.2%	903K	$62M
Prudential Financial Inc	+508K +782.6%	573K	$39.3M
Assenagon Asset Management S.A.	+487K New position	487K	$33.4M
American Century Companies Inc Active manager	+458K +42.8%	1.5M	$105M
First Trust Advisors LP	+411K +31.5%	1.7M	$118M
Qube Research & Technologies Ltd Hedge fund	+382K New position	382K	$26.2M
Millennium Management LLC Hedge fund	+365K +557.2%	430K	$29.5M
HRT Financial LP	+349K New position	349K	$24M
Dimensional Fund Advisors LP	+261K +5.6%	4.9M	$336M
Pictet Asset Management Holding SA	+249K +94.6%	512K	$35.1M
Quantinno Capital Management LP	+241K +39.9%	844K	$57.9M
Vanguard Portfolio Management LLC Index funds	+194K +3.7%	5.4M	$371M
Select Equity Group, L.P. Active manager	+168K New position	168K	$11.5M
Blackrock, Inc. Index funds	+157K +1.7%	9.4M	$644M
Summittx Capital, L.P.	+156K New position	156K	$10.7M
Trexquant Investment LP Hedge fund	+143K New position	143K	$9.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
LSV Asset Management Active manager	+2.3M New position	2.3M	$159M
Arrowstreet Capital, Limited Partnership Hedge fund	+693K +54.0%	2.0M	$136M
Vaughan Nelson Investment Management, L.P. Active manager	+678K New position	678K	$46.5M
American Century Companies Inc Active manager	+458K +42.8%	1.5M	$105M
Qube Research & Technologies Ltd Hedge fund	+382K New position	382K	$26.2M
Millennium Management LLC Hedge fund	+365K +557.2%	430K	$29.5M
Select Equity Group, L.P. Active manager	+168K New position	168K	$11.5M
Trexquant Investment LP Hedge fund	+143K New position	143K	$9.8M
Renaissance Technologies LLC Hedge fund	+143K New position	143K	$9.8M
Worldquant Millennium Advisors LLC Hedge fund	+115K New position	115K	$7.9M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	−1.5M Sold out	0	—
Manning & Napier Advisors LLC	−905K −94.9%	48K	$3.3M
Woodline Partners LP Hedge fund	−792K Sold out	0	—
Citadel Advisors LLC Hedge fund	−781K −51.4%	739K	$50.7M
Ariel Investments, LLC Active manager	−609K −15.9%	3.2M	$222M
Two Sigma Investments, LP Hedge fund	−512K −85.6%	86K	$5.9M
Wellington Management Group LLP Active manager	−436K −22.2%	1.5M	$105M
Avantyr Capital Partners, LP	−415K Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−340K −45.7%	404K	$27.7M
Arrowmark Colorado Holdings LLC	−339K −81.9%	75K	$5.1M
Morgan Stanley	−176K −10.5%	1.5M	$103M
Capital World Investors Active manager	−174K −9.3%	1.7M	$116M
Frontier Capital Management Co LLC Active manager	−132K −15.0%	749K	$51.4M
Squarepoint Ops LLC Hedge fund	−128K −45.5%	154K	$10.5M
Waverly Advisors, LLC	−128K Sold out	0	—
Allspring Global Investments Holdings, LLC	−120K −97.4%	3,252	$229,136
Point72 Asset Management, L.P. Hedge fund	−103K Sold out	0	—
Invesco Ltd.	−103K −19.7%	419K	$28.8M
Nuveen, LLC	−94K −40.1%	141K	$9.7M
Envestnet Asset Management Inc	−89K −41.9%	124K	$8.5M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	−1.5M Sold out	0	—
Woodline Partners LP Hedge fund	−792K Sold out	0	—
Citadel Advisors LLC Hedge fund	−781K −51.4%	739K	$50.7M
Ariel Investments, LLC Active manager	−609K −15.9%	3.2M	$222M
Two Sigma Investments, LP Hedge fund	−512K −85.6%	86K	$5.9M
Wellington Management Group LLP Active manager	−436K −22.2%	1.5M	$105M
Jacobs Levy Equity Management, Inc Active manager	−340K −45.7%	404K	$27.7M
Capital World Investors Active manager	−174K −9.3%	1.7M	$116M
Frontier Capital Management Co LLC Active manager	−132K −15.0%	749K	$51.4M
Squarepoint Ops LLC Hedge fund	−128K −45.5%	154K	$10.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
LSV Asset ManagementActive manager	2.3M	$159M
Vaughan Nelson Investment Management, L.P.Active manager	678K	$46.5M
Assenagon Asset Management S.A.	487K	$33.4M
Qube Research & Technologies LtdHedge fund	382K	$26.2M
HRT Financial LP	349K	$24M
Select Equity Group, L.P.Active manager	168K	$11.5M
Summittx Capital, L.P.	156K	$10.7M
Trexquant Investment LPHedge fund	143K	$9.8M
Renaissance Technologies LLCHedge fund	143K	$9.8M
Worldquant Millennium Advisors LLCHedge fund	115K	$7.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Capital Research Global InvestorsActive manager	1.5M	$93.2M
Woodline Partners LPHedge fund	792K	$47.8M
Avantyr Capital Partners, LP	415K	$25M
Waverly Advisors, LLC	128K	$7.7M
Point72 Asset Management, L.P.Hedge fund	103K	$6.2M
Qsemble Capital Management, LP	44K	$2.6M
Rwwm, Inc.	29K	$1.8M
Picton Mahoney Asset Management	27K	$1.6M
Dynamic Technology Lab Private Ltd	10K	$621,590
Aquatic Capital Management LLC	8,984	$541,645

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 469
Ten largest holders: 50.2%
Index fund managers: 28.0%
Active managers and hedge funds: 37.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	31	31	14	6	+186K	+0.5%
Index fund managers	9	2	0	0	+526K	+1.9%
Other institutions	196	151	57	35	+3.0M	+9.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on First American Financial.

Only managers that filed a holdings report for both quarters are compared (501 here). 17 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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