Skip to main content

F&G Annuities & Life, Inc.

FG
Exchange
NYSE
Industry
Life Insurance
SEC CIK
0001934850

No open-market purchases or sales by F&G Annuities & Life, Inc. insiders were filed in the last 90 days; 323 institutions reported holding it in 13F filings for Q2 2026, worth $3.39B in total; no superinvestor holds it.

Other share classesFGNFGSN

13F holders, Q2 2023

Institutional positions in F&G Annuities & Life, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
195
−31 vs. Q1 2023
Shares held
121.2M
+795.3K (+0.7%) vs. Q1 2023
Total value
$3.00B
+$821.0M (+37.6%) vs. Q1 2023
New holders
28
42 more added
Sold out
59
52 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 195 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 271 institutionsQ1 2023: 227 institutionsQ2 2023: 195 institutionsQ3 2023: 191 institutionsQ4 2023: 206 institutionsQ1 2024: 191 institutionsQ2 2024: 199 institutionsQ3 2024: 201 institutionsQ4 2024: 207 institutionsQ1 2025: 245 institutionsQ2 2025: 225 institutionsQ3 2025: 227 institutionsQ4 2025: 458 institutionsQ1 2026: 330 institutionsQ2 2026: 323 institutions
Value heldQ2 2023: $3.00B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $2.41BQ1 2023: $2.18BQ2 2023: $3.00BQ3 2023: $3.39BQ4 2023: $5.57BQ1 2024: $4.90BQ2 2024: $5.80BQ3 2024: $5.39BQ4 2024: $5.00BQ1 2025: $4.67BQ2 2025: $4.11BQ3 2025: $4.01BQ4 2025: $3.88BQ1 2026: $3.15BQ2 2026: $3.39B
Institutions holding FG and their total value by quarter
QuarterHoldersValue
Q2 2026323$3.39B
Q1 2026330$3.15B
Q4 2025458$3.88B
Q3 2025227$4.01B
Q2 2025225$4.11B
Q1 2025245$4.67B
Q4 2024207$5.00B
Q3 2024201$5.39B
Q2 2024199$5.80B
Q1 2024191$4.90B
Q4 2023206$5.57B
Q3 2023191$3.39B
Q2 2023195$3.00B
Q1 2023227$2.18B
Q4 2022271$2.41B
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding F&G Annuities & Life, Inc.; share changes are against Q1 2023.

Institutions holding FG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Partners Investment Advisory, LLC1,044$25.9K0.00%00.0%Unchanged
Horizon Investments, LLC1,010$25.0K0.00%00.0%Unchanged
Godsey & Gibb Associates870$21.6K0.00%00.0%Unchanged
Korea Investment CORP788$19.5K0.00%00.0%Unchanged
Loomis Sayles & Co L P663$16.0K0.00%+201+43.5%Added
Bellevue Asset Management, LLC600$14.9K0.01%00.0%Unchanged
Simplex Trading, LLC548$13.0K0.00%−962−63.7%Reduced
Cullen/Frost Bankers, Inc.494$12.2K0.00%−275−35.8%Reduced
Avion Wealth507$12.0K0.00%+475+1,484.4%Added
Estabrook Capital Management468$11.6K0.00%−11−2.3%Reduced
Advisors Asset Management, Inc.455$11.3K0.00%−24−5.0%Reduced
Horrell Capital Management, Inc.457$11.0K0.00%00.0%Unchanged
Covestor Ltd425$11.0K0.01%−3−0.7%Reduced
National Bank of Canada437$10.8K0.00%−1−0.2%Reduced
US Bancorp409$10.1K0.00%−220−35.0%Reduced
Washington Trust Co357$8.85K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC340$8.43K0.00%−155−31.3%Reduced
Whittier Trust Co340$8.42K0.00%00.0%Unchanged
Gradient Investments LLC322$7.98K0.00%+44+15.8%Added
JFS Wealth Advisors, LLC317$7.86K0.00%−98−23.6%Reduced
Tower Research Capital LLC (TRC)302$7.48K0.00%−3,386−91.8%Reduced
Cary Street Partner Investment Advisory LLC276$6.84K0.00%−6−2.1%Reduced
Global Retirement Partners, LLC230$5.70K0.00%−95−29.2%Reduced
Allworth Financial LP186$4.61K0.00%−84−31.1%Reduced
Laffer Tengler Investments154$3.82K0.00%00.0%Unchanged
Norwood Financial Corp142$3.51K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co140$3.48K0.00%+104+288.9%Added
CWM, LLC140$3.00K0.00%−38−21.3%Reduced
McIlrath & Eck, LLC120$2.97K0.00%−11−8.4%Reduced
Arlington Partners LLC120$2.97K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC105$2.60K0.00%+52+98.1%Added
Versant Capital Management, Inc99$2.45K0.00%00.0%Unchanged
Quent Capital, LLC84$2.08K0.00%00.0%Unchanged
Bessemer Group Inc85$2.00K0.00%+84+8,400.0%Added
Ronald Blue Trust, Inc.104$2.00K0.00%+93+845.5%Added
ING Groep NV75$1.86K0.00%00.0%Unchanged
Proequities, Inc.75$1.86K0.00%00.0%Unchanged
Quadrant Capital Group LLC68$1.69K0.00%−3−4.2%Reduced
Deseret Mutual Benefit Administrators67$1.66K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC58$1.44K0.00%00.0%Unchanged
Farther Finance Advisors, LLC57$1.40K0.00%00.0%Unchanged
Nixon Capital, LLC46$1.14K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC46$1.14K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.35$1.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.22$1.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management27$1.00K0.00%+27New
Horan Securities, Inc.35$8580.00%+1+2.9%Added
Montag A & Associates Inc24$5950.00%−442−94.8%Reduced
Salem Investment Counselors Inc24$5950.00%00.0%Unchanged
Riverview Trust Co23$5700.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC21$5210.00%00.0%Unchanged
Annapolis Financial Services, LLC20$4960.00%00.0%Unchanged
ICA Group Wealth Management, LLC19$4710.00%00.0%Unchanged
Northwest Bank & Trust Co18$4450.00%+18New
Allianz Asset Management GmbH16,849$4180.00%−1,042−5.8%Reduced
Focused Wealth Management, Inc14$3530.00%00.0%Unchanged
Larson Financial Group LLC14$3470.00%00.0%Unchanged
West Branch Capital LLC14$3470.00%00.0%Unchanged
Horizons Wealth Management14$3470.00%+14New
Acima Private Wealth, LLC13$3220.00%00.0%Unchanged
FinTrust Capital Advisors, LLC15$3010.00%00.0%Unchanged
Duncker Streett & Co Inc12$2970.00%00.0%Unchanged
TD Waterhouse Canada Inc.8$2560.00%00.0%Unchanged
Private Ocean, LLC10$2480.00%00.0%Unchanged
Citizens National Bank Trust Department10$2480.00%00.0%Unchanged
Old Second National Bank of Aurora9$2230.00%00.0%Unchanged
Earnest Partners LLC9$2230.00%00.0%Unchanged
Ridgewood Investments LLC7$1730.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc7$1730.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP7$1730.00%+7New
St. Johns Investment Management Company, LLC6$1490.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC6$1250.00%00.0%Unchanged
IFP Advisors, Inc7$1170.00%−2−22.2%Reduced
Cornerstone Planning Group LLC4$990.00%+4New
JJJ Advisors Inc.3$750.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund3$740.00%00.0%Unchanged
ORG Partners LLC3$740.00%+3New
AdvisorNet Financial, Inc2$500.00%−1−33.3%Reduced
Brown, Lisle/Cummings, Inc.2$500.00%00.0%Unchanged
Logan Capital Management Inc2$500.00%00.0%Unchanged
Key Financial Inc2$500.00%00.0%Unchanged
Register Financial Advisors LLC2$500.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$260.00%+1+100.0%Added
Huntington National Bank1$250.00%−13−92.9%Reduced
Bell Investment Advisors, Inc1$250.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt1$250.00%00.0%Unchanged
Raffa Wealth Management, LLC1$250.00%00.0%Unchanged
Lindbrook Capital, LLC1$250.00%00.0%Unchanged
Rosenberg Matthew Hamilton1$250.00%00.0%Unchanged
Concord Wealth Partners1$250.00%+1New
Thompson Siegel & Walmsley LLC2$00.00%00.0%Unchanged
Hantz Financial Services, Inc.8$00.00%00.0%Unchanged
Dividend Assets Capital, LLC6$00.00%00.0%Unchanged
Winch Advisory Services, LLC2$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC11$00.00%00.0%Unchanged
Erste Asset Management GmbH0$00.00%−149−100.0%Sold out
North Star Investment Management Corp.0$00.00%−38−100.0%Sold out
Citadel Advisors LLC0$00.00%−138,500−100.0%Sold out
AREX Capital Management, LP0$00.00%−130,000−100.0%Sold out
HRT Financial LP0$00.00%−75,661−100.0%Sold out