Finance of America Companies Inc.
FOA- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001828937
In the last 90 days, Finance of America Companies Inc. insiders filed 0 open-market purchases and 10 sales; 77 institutions reported holding it in 13F filings for Q2 2026, worth $132.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Finance of America Companies Inc. as of Jun 30, 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
- 77
- +7 vs. Q1 2026
- Shares held
- 4.80M
- +240.8K (+5.3%) vs. Q1 2026
- Total value
- $132.1M
- +$56.4M (+74.6%) vs. Q1 2026
- New holders
- 19
- 26 more added
- Sold out
- 12
- 21 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FOA 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 77 | $132.1M |
| Q1 2026 | 71 | $75.7M |
| Q4 2025 | 67 | $142.3M |
| Q3 2025 | 72 | $159.7M |
| Q2 2025 | 59 | $157.7M |
| Q1 2025 | 46 | $136.3M |
| Q4 2024 | 36 | $153.8M |
| Q3 2024 | 23 | $55.9M |
| Q2 2024 | 51 | $24.7M |
| Q1 2024 | 48 | $37.7M |
| Q4 2023 | 47 | $56.7M |
| Q3 2023 | 45 | $65.2M |
| Q2 2023 | 46 | $97.6M |
| Q1 2023 | 46 | $61.6M |
| Q4 2022 | 48 | $49.6M |
| Q3 2022 | 55 | $56.6M |
| Q2 2022 | 66 | $59.7M |
| Q1 2022 | 67 | $271.5M |
| Q4 2021 | 69 | $370.6M |
| Q3 2021 | 55 | $471.0M |
| Q2 2021 | 61 | $774.1M |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cooperman Leon G | 1,286,068 | $35.4M | 1.00% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 927,837 | $25.5M | 9.96% | 00.0% | Unchanged |
| BlackRock, Inc. | 304,153 | $8.37M | 0.00% | +15,874+5.5% | Added |
| Vanguard Capital Management LLC | 281,039 | $7.73M | 0.00% | −43,783−13.5% | Reduced |
| Brigade Capital Management, LP | 280,476 | $7.72M | 5.05% | +123,476+78.6% | Added |
| American Century Companies Inc | 174,786 | $4.81M | 0.00% | +14,186+8.8% | Added |
| Dimensional Fund Advisors LP | 135,623 | $3.73M | 0.00% | +33,562+32.9% | Added |
| Geode Capital Management, LLC | 115,214 | $3.17M | 0.00% | +3,988+3.6% | Added |
| Purpose Unlimited Inc. | 110,021 | $3.03M | 0.12% | 00.0% | Unchanged |
| RBF Capital, LLC | 102,320 | $2.82M | 0.12% | +9,320+10.0% | Added |
| Corient IA LLC | 91,500 | $2.52M | 2.32% | +84,000+1,120.0% | Added |
| Jacobs Levy Equity Management, Inc | 89,168 | $2.45M | 0.01% | +18,489+26.2% | Added |
| State Street Corp | 73,284 | $2.02M | 0.00% | −192−0.3% | Reduced |
| Two Sigma Investments, LP | 71,300 | $1.96M | 0.00% | −44,144−38.2% | Reduced |
| Segall Bryant & Hamill, LLC | 66,892 | $1.84M | 0.02% | +66,892 | New |
| Morgan Stanley | 66,100 | $1.82M | 0.00% | −18,749−22.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 56,206 | $1.55M | 0.13% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 48,582 | $1.33M | 0.00% | +7,801+19.1% | Added |
| AQR Capital Management LLC | 46,876 | $1.29M | 0.00% | +46,876 | New |
| Goldman Sachs Group Inc | 42,195 | $1.16M | 0.00% | +20,857+97.7% | Added |
| D. E. Shaw & Co., Inc. | 36,924 | $1.02M | 0.00% | +9,416+34.2% | Added |
| Northern Trust Corp | 32,629 | $898.0K | 0.00% | −1,403−4.1% | Reduced |
| Vanguard Fiduciary Trust Co | 31,700 | $872.4K | 0.00% | −3,499−9.9% | Reduced |
| Marshall Wace, LLP | 31,172 | $857.9K | 0.00% | −6,101−16.4% | Reduced |
| Susquehanna International Group, LLP | 30,452 | $838.0K | 0.00% | −13,108−30.1% | Reduced |
| Bank of New York Mellon Corp | 26,596 | $731.9K | 0.00% | −1,178−4.2% | Reduced |
| Vanguard Portfolio Management LLC | 26,361 | $725.5K | 0.00% | +345+1.3% | Added |
| LSV Asset Management | 20,054 | $552.0K | 0.00% | +20,054 | New |
| State of Wisconsin Investment Board | 18,259 | $502.5K | 0.00% | −7,791−29.9% | Reduced |
| Ameriprise Financial Inc | 17,521 | $482.2K | 0.00% | +17,521 | New |
| First Trust Advisors LP | 17,018 | $468.3K | 0.00% | −192−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 15,526 | $427.3K | 0.00% | −70.0% | Reduced |
| UBS Group AG | 15,127 | $416.3K | 0.00% | −9,102−37.6% | Reduced |
| Bridgeway Capital Management, LLC | 13,944 | $383.7K | 0.01% | +400+3.0% | Added |
| Russell Investments Group, Ltd. | 13,427 | $369.5K | 0.00% | +480+3.7% | Added |
| XTX Topco Ltd | 10,742 | $295.6K | 0.00% | −3,475−24.4% | Reduced |
| Raymond James Financial Inc | 10,360 | $285.1K | 0.00% | +10,360 | New |
| Canada Pension Plan Investment Board | 9,100 | $250.4K | 0.00% | +9,100 | New |
| IMC-Chicago, LLC | 8,738 | $240.5K | 0.00% | +8,738 | New |
| Public Employees Retirement System of Ohio | 8,730 | $240.3K | 0.00% | +3,280+60.2% | Added |
| State of Wyoming | 7,737 | $212.9K | 0.02% | +7,737 | New |
| Deutsche Bank AG | 3,856 | $106.1K | 0.00% | +115+3.1% | Added |
| Rhumbline Advisers | 3,723 | $102.5K | 0.00% | −134−3.5% | Reduced |
| New York State Common Retirement Fund | 3,400 | $93.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,258 | $89.7K | 0.00% | +1,561+92.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,792 | $49.3K | 0.00% | −574−24.3% | Reduced |
| Citigroup Inc | 1,782 | $49.0K | 0.00% | +972+120.0% | Added |
| Vanguard Global Advisers, LLC | 1,713 | $47.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,528 | $42.1K | 0.00% | +766+100.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $34.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,122 | $30.9K | 0.00% | −694−38.2% | Reduced |
| Group One Trading, L.P. | 992 | $27.3K | 0.00% | −2,434−71.0% | Reduced |
| Royal Bank of Canada | 937 | $26.0K | 0.00% | +372+65.8% | Added |
| SRS Capital Advisors, Inc. | 545 | $15.0K | 0.00% | +545 | New |
| Ameritas Investment Partners, Inc. | 453 | $12.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 433 | $11.9K | 0.00% | −231−34.8% | Reduced |
| Legal & General Group Plc | 403 | $11.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 169 | $4.65K | 0.00% | +140+482.8% | Added |
| Allworth Financial LP | 148 | $4.07K | 0.00% | +134+957.1% | Added |
| IFP Advisors, Inc | 90 | $2.48K | 0.00% | +89+8,900.0% | Added |
| Sterling Capital Management LLC | 84 | $2.31K | 0.00% | −65−43.6% | Reduced |
| California State Teachers Retirement System | 54 | $1.49K | 0.00% | −221−80.4% | Reduced |
| EverSource Wealth Advisors, LLC | 43 | $1.18K | 0.00% | +40+1,333.3% | Added |
| Covestor Ltd | 51 | $1.00K | 0.00% | +51 | New |
| Rothschild Investment LLC | 29 | $798 | 0.00% | +28+2,800.0% | Added |
| GAMMA Investing LLC | 25 | $688 | 0.00% | +25 | New |
| Action Point Financial Planning, LLC | 25 | $688 | 0.00% | +25 | New |
| Bogart Wealth, LLC | 23 | $633 | 0.00% | +23 | New |
| Jones Financial Companies LLLP | 23 | $557 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $495 | 0.00% | +18 | New |
| Farther Finance Advisors, LLC | 14 | $385 | 0.00% | +12+600.0% | Added |
| True Wealth Design, LLC | 11 | $303 | 0.00% | +11 | New |
| Wealth Enhancement Trust Services, Inc. | 10 | $275 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 8 | $221 | 0.00% | +8 | New |
| JPL Wealth Management, LLC | 3 | $83 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $82 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $56 | 0.00% | +2 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −49,707−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −25,289−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,891−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,268−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −10,916−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −10,042−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,703−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |