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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, Q4 2023

Institutional positions in F&G Annuities & Life, Inc. as of Dec 31, 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
206
+17 vs. Q3 2023
Shares held
121.1M
+122.5K (+0.1%) vs. Q3 2023
Total value
$5.57B
+$2.18B (+64.1%) vs. Q3 2023
New holders
41
38 more added
Sold out
24
60 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 206 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 heldQ4 2023: $5.57B
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, Q4 2023

Shares, value and share of portfolio for each institution holding F&G Annuities & Life, Inc.; share changes are against Q3 2023.

Institutions holding FG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC8$00.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC2$00.00%00.0%Unchanged
Hantz Financial Services, Inc.5$00.00%−2−28.6%Reduced
Dividend Assets Capital, LLC6$00.00%00.0%Unchanged
Asset Dedication, LLC6$00.00%+6New
Sofos Investments, Inc.0$180.00%0Unchanged
Iron Horse Wealth Management, LLC1$460.00%−121−99.2%Reduced
Bell Investment Advisors, Inc1$460.00%00.0%Unchanged
Huntington National Bank1$460.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt1$460.00%00.0%Unchanged
Raffa Wealth Management, LLC1$460.00%00.0%Unchanged
Lindbrook Capital, LLC1$460.00%00.0%Unchanged
Rosenberg Matthew Hamilton1$460.00%00.0%Unchanged
LM Advisors LLC1$460.00%+1New
Glen Eagle Advisors, LLC1$470.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC2$920.00%−13,359−100.0%Reduced
Brown, Lisle/Cummings, Inc.2$920.00%00.0%Unchanged
Key Financial Inc2$920.00%00.0%Unchanged
JJJ Advisors Inc.3$1380.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund3$1380.00%00.0%Unchanged
Cornerstone Planning Group LLC3$1380.00%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.3$1460.00%+3New
Massmutual Trust Co FSB4$1840.00%00.0%Unchanged
Principal Securities, Inc.5$2300.00%+5New
Nalls Sherbakoff Group, LLC6$2760.00%00.0%Unchanged
St. Johns Investment Management Company, LLC6$2760.00%00.0%Unchanged
Sachetta, LLC6$2760.00%+6New
Whittier Trust Co of Nevada Inc7$3220.00%00.0%Unchanged
Scarborough Advisors, LLC7$3220.00%+7New
Salomon & Ludwin, LLC12$3370.00%00.0%Unchanged
Thompson Investment Management, Inc.8$3680.00%−4,100−99.8%Reduced
Centennial Bank8$3680.00%+8New
Old Second National Bank of Aurora9$4140.00%00.0%Unchanged
Private Ocean, LLC10$4600.00%00.0%Unchanged
Duncker Streett & Co Inc12$5520.00%00.0%Unchanged
Larson Financial Group LLC14$6440.00%00.0%Unchanged
West Branch Capital LLC14$6440.00%00.0%Unchanged
Focused Wealth Management, Inc14$6600.00%00.0%Unchanged
FinTrust Capital Advisors, LLC15$6900.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.15$7010.00%−21−58.3%Reduced
Northwest Bank & Trust Co18$8280.00%+18New
ICA Group Wealth Management, LLC19$8740.00%+19New
Annapolis Financial Services, LLC20$9200.00%00.0%Unchanged
MCF Advisors LLC21$9660.00%+21New
Ronald Blue Trust, Inc.38$1.00K0.00%−257−87.1%Reduced
Hazlett, Burt & Watson, Inc.22$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC11$1.00K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC22$1.01K0.00%+22New
Norwood Financial Corp23$1.06K0.00%−1−4.2%Reduced
Montag A & Associates Inc24$1.10K0.00%00.0%Unchanged
Salem Investment Counselors Inc24$1.10K0.00%00.0%Unchanged
Davis Capital Management24$1.10K0.00%+24New
Denali Advisors LLC29$1.33K0.00%+29New
Advisory Services Network, LLC32$1.49K0.00%+32New
Investors Research Corp37$1.70K0.00%−1,196−97.0%Reduced
National Bank of Canada45$2.04K0.00%−21−31.8%Reduced
GPS Wealth Strategies Group, LLC46$2.12K0.00%00.0%Unchanged
Fortitude Family Office, LLC47$2.16K0.00%+47New
Gradient Investments LLC52$2.39K0.00%−1−1.9%Reduced
Atlantic Edge Private Wealth Management, LLC58$2.67K0.00%+58New
Farther Finance Advisors, LLC62$2.87K0.00%−1−1.6%Reduced
GAMMA Investing LLC67$3.00K0.00%+67New
Quadrant Capital Group LLC68$3.13K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.70$3.21K0.00%+1+1.4%Added
Proequities, Inc.75$3.45K0.00%00.0%Unchanged
Quent Capital, LLC84$3.86K0.00%00.0%Unchanged
Bessemer Group Inc85$4.00K0.00%00.0%Unchanged
Versant Capital Management, Inc99$4.55K0.00%00.0%Unchanged
CWM, LLC158$7.00K0.00%+9+6.0%Added
Laffer Tengler Investments154$7.08K0.00%00.0%Unchanged
Global Retirement Partners, LLC212$8.94K0.00%−19−8.2%Reduced
Allworth Financial LP199$9.15K0.00%00.0%Unchanged
Life Planning Partners, Inc241$11.1K0.01%+241New
JFS Wealth Advisors, LLC317$14.6K0.00%00.0%Unchanged
NBC Securities, Inc.332$15.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC340$15.6K0.00%00.0%Unchanged
Whittier Trust Co340$15.6K0.00%00.0%Unchanged
Washington Trust Co357$16.4K0.00%00.0%Unchanged
Covestor Ltd376$17.0K0.01%−1−0.3%Reduced
US Bancorp398$18.3K0.00%−4−1.0%Reduced
Horrell Capital Management, Inc.457$21.0K0.01%00.0%Unchanged
Estabrook Capital Management468$21.5K0.00%00.0%Unchanged
Avion Wealth507$23.0K0.01%00.0%Unchanged
Rakuten Investment Management, Inc.515$23.7K0.00%+515New
CVA Family Office, LLC535$24.6K0.00%+535New
Bellevue Asset Management, LLC600$27.6K0.02%00.0%Unchanged
Ci Investments Inc.745$34.0K0.00%+745New
Comerica Bank765$35.2K0.00%−96−11.1%Reduced
Korea Investment CORP788$36.2K0.00%00.0%Unchanged
Godsey & Gibb Associates870$40.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,018$46.8K0.00%+25+2.5%Added
Metropolitan Life Insurance Co1,054$48.5K0.00%00.0%Unchanged
Amundi1,224$51.4K0.00%−1,135−48.1%Reduced
Advisor Group Holdings, Inc.1,403$64.7K0.00%+546+63.7%Added
Chilton Capital Management LLC1,602$73.7K0.00%00.0%Unchanged
Amalgamated Bank1,703$78.0K0.00%−191−10.1%Reduced
Ameritas Investment Partners, Inc.1,837$84.5K0.00%00.0%Unchanged
Hollencrest Capital Management2,005$92.2K0.01%00.0%Unchanged
West Oak Capital, LLC2,393$101.0K0.05%00.0%Unchanged
Public Employees Retirement Association of Colorado2,388$110.0K0.00%00.0%Unchanged