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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, Q3 2021

Institutional positions in Finance of America Companies Inc. as of Sep 30, 2021. 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
55
−6 vs. Q2 2021
Shares held
95.2M
−6.30M (−6.2%) vs. Q2 2021
Total value
$471.0M
−$303.1M (−39.2%) vs. Q2 2021
New holders
11
23 more added
Sold out
17
13 more reduced

Compare with Q2 2021: 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.

Institutional holdersQ3 2021: 55 institutions
Q1 2021: 0 institutionsQ2 2021: 61 institutionsQ3 2021: 55 institutionsQ4 2021: 69 institutionsQ1 2022: 67 institutionsQ2 2022: 66 institutionsQ3 2022: 55 institutionsQ4 2022: 48 institutionsQ1 2023: 46 institutionsQ2 2023: 46 institutionsQ3 2023: 45 institutionsQ4 2023: 47 institutionsQ1 2024: 48 institutionsQ2 2024: 51 institutionsQ3 2024: 23 institutionsQ4 2024: 36 institutionsQ1 2025: 46 institutionsQ2 2025: 59 institutionsQ3 2025: 72 institutionsQ4 2025: 67 institutionsQ1 2026: 71 institutionsQ2 2026: 77 institutions
Value heldQ3 2021: $471.0M
Q1 2021: $0Q2 2021: $774.1MQ3 2021: $471.0MQ4 2021: $370.6MQ1 2022: $271.5MQ2 2022: $59.7MQ3 2022: $56.6MQ4 2022: $49.6MQ1 2023: $61.6MQ2 2023: $97.6MQ3 2023: $65.2MQ4 2023: $56.7MQ1 2024: $37.7MQ2 2024: $24.7MQ3 2024: $55.9MQ4 2024: $153.8MQ1 2025: $136.3MQ2 2025: $157.7MQ3 2025: $159.7MQ4 2025: $142.3MQ1 2026: $75.7MQ2 2026: $132.1M
Institutions holding FOA and their total value by quarter
QuarterHoldersValue
Q2 202677$132.1M
Q1 202671$75.7M
Q4 202567$142.3M
Q3 202572$159.7M
Q2 202559$157.7M
Q1 202546$136.3M
Q4 202436$153.8M
Q3 202423$55.9M
Q2 202451$24.7M
Q1 202448$37.7M
Q4 202347$56.7M
Q3 202345$65.2M
Q2 202346$97.6M
Q1 202346$61.6M
Q4 202248$49.6M
Q3 202255$56.6M
Q2 202266$59.7M
Q1 202267$271.5M
Q4 202169$370.6M
Q3 202155$471.0M
Q2 202161$774.1M
Q1 20210$0

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q2 2021.

Institutions holding FOA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Blackstone Group Inc.74,056,311$366.6M0.82%−3,280,686−4.2%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners6,494,201$32.1M0.18%00.0%Unchanged
Cooperman Leon G4,735,822$23.4M1.24%+335,822+7.6%Added
EMS Capital LP3,350,000$16.6M1.47%00.0%Unchanged
BlackRock Inc.1,830,760$9.06M0.00%+86,128+4.9%Added
Vanguard Group Inc1,054,334$5.22M0.00%+15,815+1.5%Added
Arrow Capital Management, LLC500,000$2.48M1.74%00.0%Unchanged
State Street Corp455,458$2.25M0.00%+70,958+18.5%Added
Geode Capital Management, LLC441,313$2.18M0.00%+26,830+6.5%Added
Cobalt Capital Management, Inc.359,206$1.78M0.51%−440,794−55.1%Reduced
Northern Trust Corp281,542$1.39M0.00%−12,415−4.2%Reduced
Invesco Ltd.161,841$801.0K0.00%+51,326+46.4%Added
Marshall Wace North America L.P.158,019$782.0K0.00%−138,111−46.6%Reduced
Marshall Wace, LLP148,891$737.0K0.00%−161,293−52.0%Reduced
Nuveen Asset Management, LLC123,183$605.0K0.00%+4,926+4.2%Added
Renaissance Technologies LLC120,600$597.0K0.00%+120,600New
Bank of New York Mellon Corp106,582$528.0K0.00%+23,538+28.3%Added
Two Sigma Investments, LP84,087$416.0K0.00%+18,154+27.5%Added
Charles Schwab Investment Management Inc77,115$382.0K0.00%−97,884−55.9%Reduced
Occudo Quantitative Strategies LP71,013$352.0K0.04%+71,013New
Citadel Advisors LLC48,492$240.0K0.00%+25,336+109.4%Added
Coastal Bridge Advisors, LLC45,722$226.0K0.05%+45,722New
Parametric Portfolio Associates LLC36,049$178.0K0.00%+36,049New
Rhumbline Advisers32,218$159.0K0.00%+1,650+5.4%Added
JPMorgan Chase & Co30,085$149.0K0.00%+11,084+58.3%Added
First Trust Advisors LP29,797$147.0K0.00%+29,797New
SG Americas Securities, LLC24,448$121.0K0.00%+24,448New
Virtu Financial LLC24,433$121.0K0.01%+24,433New
Bank of America Corp24,026$118.0K0.00%+8,176+51.6%Added
Wolverine Asset Management LLC20,782$102.0K0.00%+4,507+27.7%Added
Deutsche Bank AG20,188$100.0K0.00%+362+1.8%Added
California State Teachers Retirement System20,015$99.0K0.00%−26,029−56.5%Reduced
American International Group, Inc.19,212$95.0K0.00%+501+2.7%Added
Cubist Systematic Strategies, LLC16,148$80.0K0.00%−29,913−64.9%Reduced
Wolverine Trading, LLC15,227$76.0K0.00%+15,227New
New York State Common Retirement Fund14,771$73.0K0.00%−13,829−48.4%Reduced
Goldman Sachs Group Inc13,876$69.0K0.00%+13,876New
Raymond James Financial Services Advisors, Inc.12,536$62.0K0.00%+1,936+18.3%Added
Easterly Investment Partners LLC11,694$58.0K0.00%00.0%Unchanged
Citigroup Inc10,588$52.0K0.00%+8,104+326.2%Added
D. E. Shaw & Co., Inc.10,000$50.0K0.00%00.0%Unchanged
Capstone Financial Advisors, Inc.10,000$50.0K0.00%+10,000New
UBS Group AG8,212$40.0K0.00%+6,167+301.6%Added
STRS Ohio7,700$38.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.7,324$36.0K0.00%+1,830+33.3%Added
Penserra Capital Management LLC6,165$30.0K0.00%−4,830−43.9%Reduced
Royal Bank of Canada5,366$27.0K0.00%+2,671+99.1%Added
Tower Research Capital LLC (TRC)5,284$26.0K0.00%+4,506+579.2%Added
Morgan Stanley3,586$16.0K0.00%−50,118−93.3%Reduced
Legal & General Group Plc2,657$13.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,618$13.0K0.00%00.0%Unchanged
Wells Fargo & Company2,300$11.0K0.00%+189+9.0%Added
Cutler Group LP1,179$5.00K0.00%−24,232−95.4%Reduced
Captrust Financial Advisors401$2.00K0.00%+401New
Quantbot Technologies LP100$00.00%−1,854−94.9%Reduced
Luxor Capital Group, LP0$00.00%−1,200,000−100.0%Sold out
Jane Street Group, LLC0$00.00%−622,403−100.0%Sold out
Samlyn Capital, LLC0$00.00%−500,000−100.0%Sold out
Caas Capital Management LP0$00.00%−309,180−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−175,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−104,196−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−67,926−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−40,800−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−19,684−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−19,543−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−15,864−100.0%Sold out
Millennium Management LLC0$00.00%−15,685−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−12,999−100.0%Sold out
Pinz Capital Management, LP0$00.00%−10,900−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−3,470−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−585−100.0%Sold out
Glassman Wealth Services0$00.00%−42−100.0%Sold out