Who owns FPA Crescent Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FPACX from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 347,600 shares of FPA Crescent Fund worth $15.8M — about 0.1% of shares outstanding; the largest disclosed holder is Broderick Brian C. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$15.8M
value, 2026 filers
0.1%
of shares outstanding (347,600 sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FPACX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Broderick Brian C | 212,453 | $9.6M | 1.5% | 0.1% | +0.5% |
| 2 | Hemenway Trust Co LLC | 95,538 | $4.3M | 0.3% | 0% | 0.0% |
| 3 | Ethos Financial Group, LLC | 34,474 | $1.6M | 0.1% | 0% | +0.5% |
| 4 | Dempze Nancy E | 5,135 | $232,366 | 0.1% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.