First American Financial Corp (FAF) shareholders
FAFNYSETitle InsuranceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 23, 2026Score 15/3034% below fair value
$64.87+0.47 (+0.73%)
Close on Nov 13, 2026Market cap $6.62BP/E 9.1Yield 3.36%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
97.7%
100M of 102M shares
Institutional holders
473
81 new, 43 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
3 buys · 4 sales
Net bought $2.94M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,485,534 | 9.20% | 13G (passive) amendment | Dec 31, 2023 |
| Abigail P. Johnson Joint filing with FMR LLC (9.00%) | 9,250,705 | 9.00% | 13G (passive) amendment | Jun 30, 2025 |
| FMR LLC Joint filing with Abigail P. Johnson (5.90%) | 6,046,742 | 5.90% | 13G (passive) | Dec 31, 2024 |
| Boston Partners | 5,443,149 | 5.29% | 13G (passive) | Jun 30, 2025 |
| Vanguard Portfolio Management | 5,237,093 | 5.11% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 5,165,870 | 5.04% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FAF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,382,850 | 9.19% | $643.57M | +156,988 | 0.01% |
| FMR LLC | 9,160,791 | 8.97% | $628.34M | +112 | 0.03% |
| Boston Partners | 5,841,231 | 5.72% | $400.82M | +92,007 | 0.36% |
| Vanguard Portfolio Management LLC | 5,410,437 | 5.30% | $371.10M | +194,442 | 0.02% |
| Dimensional Fund Advisors LP | 4,897,760 | 4.80% | $335.94M | +261,296 | 0.06% |
| Vanguard Capital Management LLC | 4,422,387 | 4.33% | $303.33M | +31,997 | 0.01% |
| State Street Corp | 3,389,352 | 3.32% | $232.48M | +123,778 | 0.01% |
| Ariel Investments, LLC | 3,229,706 | 3.16% | $221.53M | −609,296 | 2.21% |
| Lsv Asset Management | 2,315,857 | 2.27% | $158.85M | New | 0.29% |
| Arrowstreet Capital, Limited Partnership | 1,977,842 | 1.94% | $135.66M | +693,425 | 0.06% |
| Geode Capital Management, LLC | 1,868,020 | 1.83% | $128.16M | +12,880 | 0.01% |
| First Trust Advisors LP | 1,715,719 | 1.68% | $117.68M | +410,899 | 0.07% |
| Capital World Investors | 1,695,676 | 1.66% | $116.31M | −174,324 | 0.01% |
| Reinhart Partners, LLC. | 1,553,234 | 1.52% | $106.54M | +28,534 | 2.43% |
| American Century Companies Inc | 1,527,817 | 1.50% | $104.79M | +458,028 | 0.05% |
| Wellington Management Group Llp | 1,524,879 | 1.49% | $104.59M | −435,594 | 0.02% |
| Morgan Stanley | 1,508,362 | 1.48% | $103.46M | −176,104 | 0.01% |
| Davis Asset Management, L.P. | 1,500,000 | 1.47% | $102.89M | – | 2.61% |
| Channing Capital Management, LLC | 1,425,763 | 1.40% | $97.79M | −42,483 | 2.25% |
| Norges Bank | 1,245,979 | 1.22% | $85.46M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 473 | 100M | 97.7% | 81 / 166 | 143 / 43 | 14M | 10M |
| Q1 2026 | 442 | 96M | 94.0% | 48 / 168 | 158 / 55 | 22M | 11M |
| Q4 2025 | 457 | 95M | 92.9% | 69 / 154 | 153 / 48 | 10M | 6M |
| Q3 2025 | 445 | 91M | 88.9% | 65 / 151 | 154 / 42 | 9M | 10M |
| Q2 2025 | 425 | 92M | 90.3% | 42 / 152 | 154 / 58 | 12M | 10M |
| Q1 2025 | 444 | 90M | 88.4% | 79 / 152 | 147 / 36 | 7M | 7M |
| Q4 2024 | 406 | 91M | 89.5% | 60 / 136 | 132 / 41 | 9M | 6M |
| Q3 2024 | 395 | 90M | 88.2% | 60 / 127 | 140 / 52 | 20M | 10M |
| Q2 2024 | 389 | 90M | 87.9% | 42 / 131 | 156 / 57 | 6M | 8M |
| Q1 2024 | 406 | 92M | 90.6% | 66 / 146 | 121 / 42 | 8M | 8M |
| Q4 2023 | 387 | 93M | 90.9% | 67 / 111 | 147 / 44 | 8M | 4M |
| Q3 2023 | 368 | 89M | 86.7% | 51 / 115 | 135 / 35 | 6M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
442 funds held FAF in Q2 2026, 44% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FAF | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,483,892 | 3.41% | $238.96M | 0.19% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,075,817 | 3.01% | $210.97M | 0.01% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 2,269,050 | 2.22% | $155.63M | 0.67% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,220,947 | 2.18% | $152.33M | 0.08% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,650,000 | 1.62% | $113.17M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,406,359 | 1.38% | $96.46M | 0.14% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,168,629 | 1.14% | $80.16M | 0.08% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 1,135,294 | 1.11% | $85.14M | 0.34% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,064,691 | 1.04% | $70.51M | 0.26% | May 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 1,043,616 | 1.02% | $71.58M | 0.63% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,036,621 | 1.02% | $77.74M | 0.35% | Jul 31, 2026 |
| Fidelity Mid-Cap Stock Fund | 852,497 | 0.83% | $63.93M | 0.72% | Jul 31, 2026 |
| Fidelity Equity Dividend Income Fund | 848,900 | 0.83% | $56.22M | 0.70% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 752,878 | 0.74% | $56.46M | 0.29% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 750,316 | 0.73% | $56.27M | 0.33% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark Edward Seaton | Chief Executive Officer, Director | 232,081 | 0.23% | Jun 24, 2026 |
| Kenneth D. Degiorgio | Chief Executive Officer, Director | 390,117 | 0.38% | Feb 26, 2025 |
| Steven A. Adams | VP & Chief Accounting Officer | 10,234 | 0.01% | Jul 28, 2026 |
| Matthew F. Wajner | EVP, Chief Financial Officer | 52,997 | 0.05% | Jun 24, 2026 |
| Lisa W. Cornehl | SVP, Chief Legal Officer | 29,656 | 0.03% | Jun 24, 2026 |
| Parker S. Kennedy | Director | 2,419,579 | 2.37% | Nov 12, 2026 |
| Darryl Douglas Button | Director | – | – | Nov 5, 2026 |
| Dennis J. Gilmore | Director | 479,374 | 0.47% | Jun 24, 2026 |
| Margaret M. McCarthy | Director | 24,024 | 0.02% | Apr 28, 2026 |
| Reginald Harold Gilyard | Director | 25,127 | 0.02% | Feb 23, 2026 |
| Deborah Wahl | Director | 5,756 | 0.01% | Feb 23, 2026 |
| Michael D. McKee | Director | 56,063 | 0.05% | Feb 23, 2026 |
| Jeffrey J. Dailey | Director | 2,824 | 0.00% | Feb 23, 2026 |
| Marsha A. Spence | Director | 9,530 | 0.01% | Feb 23, 2026 |
| Mark C. Oman | Director | 53,394 | 0.05% | Feb 23, 2026 |
| James L. Doti | Director | 71,597 | 0.07% | Feb 23, 2026 |
| Martha B. Wyrsch | Director | 18,601 | 0.02% | Feb 26, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Parker S. Kennedy Director | Nov 10, 2026 | Gift | −3,371 | – | – | 2,165,546 |
| Steven A. Adams VP & Chief Accounting Officer | Jul 24, 2026 | Sale | −0 | $75.43 | $0 | 10,234 |
| Steven A. Adams VP & Chief Accounting Officer | Jul 24, 2026 | Sale | −3,252.6 | $74.99 | $243.91K | 10,234 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Jun 22, 2026 | Tax withholding | −160 | $68.63 | $10.98K | 29,656 |
| Dennis J. Gilmore Director | Jun 22, 2026 | Award | +14,570 | – | – | 477,031 |
| Mark Edward Seaton Chief Executive Officer, Director | Jun 22, 2026 | Tax withholding | −2,372 | $68.63 | $162.79K | 232,081 |
| Matthew F. Wajner EVP, Chief Financial Officer | Jun 22, 2026 | Tax withholding | −619 | $68.63 | $42.48K | 52,997 |
| Lisa W. Cornehl SVP, Chief Legal Officer | May 5, 2026 | Sale | −5,823.47 | $68.63 | $399.66K | 29,635 |
| Dennis J. Gilmore Director | Apr 29, 2026 | Returned to company | −13,311 | – | – | 462,441 |
| Margaret M. McCarthy Director | Apr 24, 2026 | Sale | −6,630 | $70.59 | $468.01K | 24,024 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 24, 2026 | Tax withholding | −670 | $66.34 | $44.45K | 53,234 |
| Mark Edward Seaton Chief Executive Officer | Feb 24, 2026 | Tax withholding | −5,323 | $66.34 | $353.13K | 231,745 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 24, 2026 | Tax withholding | −381 | $66.34 | $25.28K | 13,107 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 24, 2026 | Tax withholding | −1,753 | $66.34 | $116.29K | 35,279 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 23, 2026 | Tax withholding | −835 | $67.36 | $56.25K | 53,904 |
| Mark Edward Seaton Chief Executive Officer | Feb 23, 2026 | Tax withholding | −7,030 | $67.36 | $473.54K | 237,068 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 23, 2026 | Tax withholding | −509 | $67.36 | $34.29K | 13,488 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 23, 2026 | Tax withholding | −1,563 | $67.36 | $105.28K | 37,032 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 19, 2026 | Award | +3,351 | – | – | 13,997 |
| Reginald Harold Gilyard Director | Feb 19, 2026 | Award | +2,418 | – | – | 25,127 |
| Michael D. McKee Director | Feb 19, 2026 | Award | +2,418 | – | – | 56,063 |
| Dennis J. Gilmore Director | Feb 19, 2026 | Award | +2,418 | – | – | 475,622 |
| Marsha A. Spence Director | Feb 19, 2026 | Award | +2,418 | – | – | 9,530 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 19, 2026 | Award | +16,210 | – | – | 54,739 |
| Parker S. Kennedy Director | Feb 19, 2026 | Award | +2,418 | – | – | 253,970 |
| Margaret M. McCarthy Director | Feb 19, 2026 | Award | +2,418 | – | – | 30,608 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 19, 2026 | Award | +12,076 | – | – | 38,595 |
| Jeffrey J. Dailey Director | Feb 19, 2026 | Award | +2,418 | – | – | 2,824 |
| Mark Edward Seaton Chief Executive Officer | Feb 19, 2026 | Award | +65,084 | – | – | 244,098 |
| Deborah Wahl Director | Feb 19, 2026 | Award | +2,418 | – | – | 5,756 |
| Mark C. Oman Director | Feb 19, 2026 | Award | +2,418 | – | – | 53,394 |
| James L. Doti Director | Feb 19, 2026 | Award | +2,418 | – | – | 71,597 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 17, 2026 | Tax withholding | −3,722 | $67.22 | $250.19K | 26,519 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 17, 2026 | Tax withholding | −2,174 | $67.22 | $146.14K | 38,529 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 17, 2026 | Tax withholding | −1,190 | $67.22 | $79.99K | 10,646 |
| Mark Edward Seaton Chief Executive Officer | Feb 17, 2026 | Tax withholding | −13,658 | $67.22 | $918.09K | 179,014 |
| Parker S. Kennedy Director | Feb 17, 2026 | Buy | +14,841 | $67.70 | $1.00M | 221,552 |
| Parker S. Kennedy Director | Feb 17, 2026 | Buy | +30,000 | $67.92 | $2.04M | 251,552 |
| Parker S. Kennedy Director | Feb 13, 2026 | Buy | +15,000 | $67.17 | $1.01M | 206,711 |
| Mark Edward Seaton Chief Executive Officer | Feb 4, 2026 | Award | +17,460 | – | – | 192,672 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 4, 2026 | Award | +4,982 | – | – | 30,241 |
| Steven A. Adams VP & Chief Accounting Officer | Feb 4, 2026 | Award | +2,050 | – | – | 11,836 |
| Matthew F. Wajner EVP, Chief Financial Officer | Feb 4, 2026 | Award | +2,735 | – | – | 40,703 |
| Jeffrey J. Dailey Director | Dec 22, 2025 | Award | +406 | – | – | 406 |
| Dennis J. Gilmore Director | Dec 3, 2025 | Gift | −15,743 | – | – | 473,070 |
| Parker S. Kennedy Director | Nov 10, 2025 | Gift | −2,950 | – | – | 2,165,546 |
| James L. Doti Director | Aug 28, 2025 | Sale | −7,692 | $65.17 | $501.29K | 69,091 |
| Margaret M. McCarthy Director | Aug 13, 2025 | Sale | −3,500 | $65.63 | $229.70K | 28,095 |
| Matthew F. Wajner EVP, CFO & Treasurer | Jun 20, 2025 | Award | +3,331 | – | – | 37,793 |
| Dennis J. Gilmore Director | Jun 20, 2025 | Award | +12,980 | – | – | 488,683 |
| Mark Edward Seaton Chief Executive Officer | Jun 20, 2025 | Award | +12,763 | – | – | 173,336 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Jun 20, 2025 | Award | +865 | – | – | 24,970 |
| Dennis J. Gilmore Director | Jun 4, 2025 | Gift | −17,544 | – | – | 475,680 |
| Lisa W. Cornehl SVP, Chief Legal Officer | Feb 25, 2025 | Sale | −3,057 | $65.49 | $200.20K | 23,825 |
| Mark Edward Seaton EVP & Chief Financial Officer | Feb 25, 2025 | Sale | −37,321 | $65.27 | $2.44M | 158,491 |
| Mark C. Oman Director | Feb 24, 2025 | Award | +2,522 | – | – | 50,889 |
| James L. Doti Director | Feb 24, 2025 | Award | +2,522 | – | – | 76,693 |
| Kenneth D. Degiorgio Chief Executive Officer, Director | Feb 24, 2025 | Award | +65,601 | – | – | 389,989 |
| Kenneth D. Degiorgio Chief Executive Officer, Director | Feb 24, 2025 | Tax withholding | −19,788 | $63.42 | $1.25M | 370,201 |
| Reginald Harold Gilyard Director | Feb 24, 2025 | Award | +2,522 | – | – | 21,939 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.11%
6M shares short
Days to cover
4.7
At 1M shares a day
Change since last report
-5.4%
From 6M shares
Short volume, 20 days
63.2%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of First American Financial's stock actually held short. Settlement fails (shares not delivered on time) peaked at 10,465 shares on Oct 14, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Steven A. Adams Officer | Jul 24, 2026 | 3,253 | $243.92K | Jul 24, 2026 | Dividend Reinvestment |
| Lisa W. Cornehl Officer | May 5, 2026 | 5,824 | $399.65K | May 5, 2026 | Restricted Stock Vesting |
| Margaret M. McCarthy Director | Apr 24, 2026 | 6,630 | $468.01K | Apr 24, 2026 | Restricted Stock Vesting |
| James L. Doti Director | Aug 28, 2025 | 7,692 | $501.30K | Aug 28, 2025 | Restricted Stock Vesting |
| Margaret M. McCarthy Director | Aug 13, 2025 | 3,500 | $229.71K | Aug 13, 2025 | Restricted Stock Vesting |
| Kenneth D. Degiorgio Former Officer, Director | Apr 24, 2025 | 250,669 | $15.74M | Apr 24, 2025 | Restricted Stock Vesting |
| Lisa W. Cornehl Officer | Feb 25, 2025 | 3,057 | $200.22K | Feb 25, 2025 | Restricted Stock Vesting |
| Mark Edward Seaton Officer | Feb 25, 2025 | 37,321 | $2.44M | Feb 25, 2025 | Restricted Stock Vesting |
| Mark Edward Seaton Officer | Feb 24, 2025 | 12,679 | $814.95K | Feb 24, 2025 | Restricted Stock Vesting |
| Dennis J. Gilmore Director | Feb 14, 2025 | 111,971 | $7.12M | Feb 14, 2025 | Restricted Stock Vesting |
| Steven A. Adams Officer | Oct 29, 2024 | 2,337 | $149.01K | Oct 29, 2024 | Restricted Stock Vesting |
| Steven A. Adams Officer | Nov 15, 2023 | 1,800 | $101.16K | Nov 15, 2023 | Dividend Reinvestment |
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