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, Q1 2026

Institutional positions in F&G Annuities & Life, Inc. as of Mar 31, 2026. 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
330
−119 vs. Q4 2025
Shares held
124.7M
+3.01M (+2.5%) vs. Q4 2025
Total value
$3.15B
−$596.4M (−15.9%) vs. Q4 2025
New holders
50
86 more added
Sold out
169
128 more reduced

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 holdersQ1 2026: 330 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 heldQ1 2026: $3.15B
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, Q1 2026

Shares, value and share of portfolio for each institution holding F&G Annuities & Life, Inc.; share changes are against Q4 2025.

Institutions holding FG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc12$00.00%−97−89.0%Reduced
Ogorek Anthony Joseph1$00.00%00.0%Unchanged
DekaBank Deutsche Girozentrale1$00.00%+1New
RWM Asset Management, LLC1$230.00%+1New
Key Capital Management, INC1$250.00%−14−93.3%Reduced
Bay Harbor Wealth Management, LLC1$250.00%−3−75.0%Reduced
HFM Investment Advisors, LLC1$250.00%−2−66.7%Reduced
Aspect Partners, LLC1$250.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.1$250.00%+1New
MidFirst Bank1$250.00%+1New
Abound Wealth Management1$260.00%00.0%Unchanged
BFSG, LLC2$510.00%−12−85.7%Reduced
Raffa Wealth Management, LLC2$510.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2$510.00%00.0%Unchanged
Cromwell Holdings LLC2$510.00%00.0%Unchanged
Piscataqua Savings Bank3$750.00%+3New
SJS Investment Consulting Inc.3$760.00%−45−93.8%Reduced
Legacy Wealth Managment, LLC3$760.00%−12−80.0%Reduced
CoreCap Advisors, LLC3$760.00%−5−62.5%Reduced
DiNuzzo Private Wealth, Inc.3$760.00%−5−62.5%Reduced
Country Trust Bank3$760.00%−1−25.0%Reduced
Sunrise Financial Services, LLC3$760.00%00.0%Unchanged
Key Financial Inc3$760.00%00.0%Unchanged
Sachetta, LLC3$760.00%00.0%Unchanged
RMG Wealth Management LLC3$830.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.4$1010.00%00.0%Unchanged
Vermillion Wealth Management, Inc.4$1010.00%00.0%Unchanged
Scarborough Advisors, LLC4$1010.00%00.0%Unchanged
Curio Wealth, LLC4$1010.00%00.0%Unchanged
Paladin Partners, LLC4$1010.00%00.0%Unchanged
Reyes Financial Architecture, Inc.5$1270.00%00.0%Unchanged
Hughes Financial Services, LLC5$1270.00%+2+66.7%Added
Owl Creek Wealth Partners LLC5$1270.00%+5New
Rossby Financial, LCC5$1290.00%−7−58.3%Reduced
Mather Group, LLC.6$1520.00%+6New
Colonial Trust Co7$1740.00%−11−61.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC8$2030.00%00.0%Unchanged
Old Second National Bank of Aurora8$2030.00%+8New
Salomon & Ludwin, LLC8$2080.00%00.0%Unchanged
Quadrant Capital Group LLC9$2280.00%−1,079−99.2%Reduced
Clearstead Advisors, LLC9$2280.00%−61−87.1%Reduced
Evelyn Partners Asset Management Ltd9$2280.00%00.0%Unchanged
TD Private Client Wealth LLC10$2530.00%−749−98.7%Reduced
Atlantic Union Bankshares Corp10$2530.00%−18−64.3%Reduced
Bogart Wealth, LLC10$2530.00%00.0%Unchanged
Thompson Investment Management, Inc.11$2790.00%00.0%Unchanged
St. Johns Investment Management Company, LLC11$2790.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC11$2790.00%00.0%Unchanged
Asset Dedication, LLC11$2790.00%+11New
Magnolia Wealth Management, LLC11$2790.00%+11New
Hilton Head Capital Partners, LLC11$2790.00%+11New
Farmers & Merchants Investments Inc12$3040.00%−1−7.7%Reduced
Costello Asset Management, INC12$3040.00%00.0%Unchanged
Truvestments Capital LLC13$3290.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.13$3300.00%+13New
Ronald Blue Trust, Inc.14$3540.00%−104−88.1%Reduced
Cornerstone Planning Group LLC13$3590.00%−6−31.6%Reduced
Indiana Trust & Investment Management CO15$3800.00%−1−6.3%Reduced
Princeton Global Asset Management LLC15$3800.00%00.0%Unchanged
CVA Family Office, LLC15$3800.00%+15New
Zions Bancorporation, National Association16$4050.00%−5−23.8%Reduced
Private Trust Co NA16$4050.00%+16New
True Wealth Design, LLC16$4060.00%−50−75.8%Reduced
Steigerwald, Gordon & Koch Inc.18$4560.00%00.0%Unchanged
Vision Retirement, LLC18$4560.00%00.0%Unchanged
Wealth Preservation Advisors, LLC18$4560.00%+18New
Westfuller Advisors, LLC18$4590.00%00.0%Unchanged
TD Waterhouse Canada Inc.18$4650.00%+18New
Essential Partners LLC19$4810.00%−414−95.6%Reduced
Adirondack Trust Co24$6070.00%+24New
Quest 10 Wealth Builders, Inc.25$6330.00%−4−13.8%Reduced
Parkside Financial Bank & Trust26$6590.00%−1−3.7%Reduced
Signature Resources Capital Management, LLC27$6840.00%00.0%Unchanged
Bare Financial Services, Inc27$6840.00%+14+107.7%Added
SBI Securities Co., Ltd.27$6840.00%+20+285.7%Added
Tower Trust & Investment Co34$8600.00%+16+88.9%Added
Gables Capital Management Inc.34$8610.00%00.0%Unchanged
Natixis36$9120.00%−720−95.2%Reduced
Private Wealth Asset Management, LLC36$9120.00%00.0%Unchanged
Investors Research Corp37$9370.00%00.0%Unchanged
Hantz Financial Services, Inc.22$1.00K0.00%−853−97.5%Reduced
Hazlett, Burt & Watson, Inc.20$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc41$1.00K0.00%00.0%Unchanged
TSFG, LLC32$1.00K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.42$1.05K0.00%+10+31.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.43$1.09K0.00%−14,980−99.7%Reduced
Kayne Anderson Rudnick Investment Management LLC45$1.14K0.00%−37−45.1%Reduced
MCF Advisors LLC46$1.17K0.00%−20−30.3%Reduced
Root Financial Partners, LLC49$1.24K0.00%−108−68.8%Reduced
Sunbelt Securities, Inc.49$1.24K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC52$1.32K0.00%+52New
Elevated Capital Advisors, LLC52$1.32K0.00%−815−94.0%Reduced
Geneos Wealth Management Inc.53$1.34K0.00%−1−1.9%Reduced
DHJJ Financial Advisors, Ltd.57$1.44K0.00%00.0%Unchanged
Grove Bank & Trust60$1.52K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators61$1.54K0.00%+27+79.4%Added
Bell Investment Advisors, Inc62$1.57K0.00%−2−3.1%Reduced
Private Wealth Management Group, LLC66$1.67K0.00%+60+1,000.0%Added
Smartleaf Asset Management LLC70$1.74K0.00%+12+20.7%Added
Basecamp Wealth Advisors LLC69$1.75K0.00%+59+590.0%Added