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 9 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 100 | $0 | 0.00% | −1,854−94.9% | Reduced |
| Captrust Financial Advisors | 401 | $2.00K | 0.00% | +401 | New |
| Cutler Group LP | 1,179 | $5.00K | 0.00% | −24,232−95.4% | Reduced |
| Wells Fargo & Company | 2,300 | $11.0K | 0.00% | +189+9.0% | Added |
| Legal & General Group Plc | 2,657 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,618 | $13.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 3,586 | $16.0K | 0.00% | −50,118−93.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,284 | $26.0K | 0.00% | +4,506+579.2% | Added |
| Royal Bank of Canada | 5,366 | $27.0K | 0.00% | +2,671+99.1% | Added |
| Penserra Capital Management LLC | 6,165 | $30.0K | 0.00% | −4,830−43.9% | Reduced |
| Advisor Group Holdings, Inc. | 7,324 | $36.0K | 0.00% | +1,830+33.3% | Added |
| STRS Ohio | 7,700 | $38.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,212 | $40.0K | 0.00% | +6,167+301.6% | Added |
| D. E. Shaw & Co., Inc. | 10,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 10,000 | $50.0K | 0.00% | +10,000 | New |
| Citigroup Inc | 10,588 | $52.0K | 0.00% | +8,104+326.2% | Added |
| Easterly Investment Partners LLC | 11,694 | $58.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,536 | $62.0K | 0.00% | +1,936+18.3% | Added |
| Goldman Sachs Group Inc | 13,876 | $69.0K | 0.00% | +13,876 | New |
| New York State Common Retirement Fund | 14,771 | $73.0K | 0.00% | −13,829−48.4% | Reduced |
| Wolverine Trading, LLC | 15,227 | $76.0K | 0.00% | +15,227 | New |
| Cubist Systematic Strategies, LLC | 16,148 | $80.0K | 0.00% | −29,913−64.9% | Reduced |
| American International Group, Inc. | 19,212 | $95.0K | 0.00% | +501+2.7% | Added |
| California State Teachers Retirement System | 20,015 | $99.0K | 0.00% | −26,029−56.5% | Reduced |
| Deutsche Bank AG | 20,188 | $100.0K | 0.00% | +362+1.8% | Added |
| Wolverine Asset Management LLC | 20,782 | $102.0K | 0.00% | +4,507+27.7% | Added |
| Bank of America Corp | 24,026 | $118.0K | 0.00% | +8,176+51.6% | Added |
| SG Americas Securities, LLC | 24,448 | $121.0K | 0.00% | +24,448 | New |
| Virtu Financial LLC | 24,433 | $121.0K | 0.01% | +24,433 | New |
| First Trust Advisors LP | 29,797 | $147.0K | 0.00% | +29,797 | New |
| JPMorgan Chase & Co | 30,085 | $149.0K | 0.00% | +11,084+58.3% | Added |
| Rhumbline Advisers | 32,218 | $159.0K | 0.00% | +1,650+5.4% | Added |
| Parametric Portfolio Associates LLC | 36,049 | $178.0K | 0.00% | +36,049 | New |
| Coastal Bridge Advisors, LLC | 45,722 | $226.0K | 0.05% | +45,722 | New |
| Citadel Advisors LLC | 48,492 | $240.0K | 0.00% | +25,336+109.4% | Added |
| Occudo Quantitative Strategies LP | 71,013 | $352.0K | 0.04% | +71,013 | New |
| Charles Schwab Investment Management Inc | 77,115 | $382.0K | 0.00% | −97,884−55.9% | Reduced |
| Two Sigma Investments, LP | 84,087 | $416.0K | 0.00% | +18,154+27.5% | Added |
| Bank of New York Mellon Corp | 106,582 | $528.0K | 0.00% | +23,538+28.3% | Added |
| Renaissance Technologies LLC | 120,600 | $597.0K | 0.00% | +120,600 | New |
| Nuveen Asset Management, LLC | 123,183 | $605.0K | 0.00% | +4,926+4.2% | Added |
| Marshall Wace, LLP | 148,891 | $737.0K | 0.00% | −161,293−52.0% | Reduced |
| Marshall Wace North America L.P. | 158,019 | $782.0K | 0.00% | −138,111−46.6% | Reduced |
| Invesco Ltd. | 161,841 | $801.0K | 0.00% | +51,326+46.4% | Added |
| Northern Trust Corp | 281,542 | $1.39M | 0.00% | −12,415−4.2% | Reduced |
| Cobalt Capital Management, Inc. | 359,206 | $1.78M | 0.51% | −440,794−55.1% | Reduced |
| Geode Capital Management, LLC | 441,313 | $2.18M | 0.00% | +26,830+6.5% | Added |
| State Street Corp | 455,458 | $2.25M | 0.00% | +70,958+18.5% | Added |
| Arrow Capital Management, LLC | 500,000 | $2.48M | 1.74% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,054,334 | $5.22M | 0.00% | +15,815+1.5% | Added |
| BlackRock Inc. | 1,830,760 | $9.06M | 0.00% | +86,128+4.9% | Added |
| EMS Capital LP | 3,350,000 | $16.6M | 1.47% | 00.0% | Unchanged |
| Cooperman Leon G | 4,735,822 | $23.4M | 1.24% | +335,822+7.6% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 6,494,201 | $32.1M | 0.18% | 00.0% | Unchanged |
| Blackstone Group Inc. | 74,056,311 | $366.6M | 0.82% | −3,280,686−4.2% | Reduced |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −1,200,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −622,403−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −309,180−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −104,196−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −67,926−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,684−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −19,543−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −15,864−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,685−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,999−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −42−100.0% | Sold out |