First American Financial (FAF) 13F Holdings Overview (Q2 2026)

FAF ranks #1254 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FAF is a top-conviction position for HG Vora Capital Management, LLC — at 23.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FAF belongs to BlackRock, Inc., but the position matters far more to HG Vora Capital Management, LLC, who has 23.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Arrowstreet Capital, Limited Partnership has added to its FAF position for two straight quarters, increasing it by $121.8M to reach $135.7M today.

Manning & Napier Advisors LLC has trimmed its FAF position for two straight quarters, cutting it by $60.4M while still holding $3.3M.

FAF is up 0.6% today, and institutions have been net buyers of $1.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

FAF posted net income of $745.1M over the trailing twelve months, and currently trades at a P/E of 10.3.

• Profitable — net income of $745.1M over the trailing twelve months
• Revenue grew 22.6% year over year
• Net income improved year over year, from $188.7M to $745.1M
• Generated $950.8M in positive operating cash flow
• Liabilities run 1.95x equity — within a conventional range