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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, Q4 2021

Institutional positions in Finance of America Companies Inc. as of Dec 31, 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
69
+15 vs. Q3 2021
Shares held
93.3M
−1.66M (−1.8%) vs. Q3 2021
Total value
$370.6M
−$99.6M (−21.2%) vs. Q3 2021
New holders
23
23 more added
Sold out
8
18 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 69 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 heldQ4 2021: $370.6M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q3 2021.

Institutions holding FOA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Blackstone Group Inc.74,056,311$294.0M0.74%00.0%Unchanged
Cooperman Leon G5,065,000$20.1M1.01%+329,178+7.0%Added
EMS Capital LP3,597,815$14.3M1.52%+247,815+7.4%Added
Alpine Global Management, LLC1,707,104$6.78M1.01%+1,707,104New
BlackRock Inc.1,387,164$5.51M0.00%−443,596−24.2%Reduced
Vanguard Group Inc1,212,238$4.81M0.00%+157,904+15.0%Added
Adage Capital Partners GP, L.L.C.1,127,531$4.48M0.01%+1,127,531New
Hawkeye Capital Management, LLC730,046$2.90M1.17%+730,046New
Cowen and Company, LLC718,223$2.85M0.27%+718,223New
State Street Corp470,679$1.87M0.00%+15,221+3.3%Added
Marshall Wace, LLP351,317$1.40M0.00%+202,426+136.0%Added
Millennium Management LLC348,050$1.38M0.00%+348,050New
Geode Capital Management, LLC308,238$1.22M0.00%−133,075−30.2%Reduced
Bank of New York Mellon Corp198,350$787.0K0.00%+91,768+86.1%Added
Invesco Ltd.195,521$776.0K0.00%+33,680+20.8%Added
Two Sigma Investments, LP189,814$754.0K0.00%+105,727+125.7%Added
Northern Trust Corp165,445$656.0K0.00%−116,097−41.2%Reduced
Susquehanna International Group, LLP136,665$543.0K0.00%+136,665New
HRT Financial LP106,117$421.0K0.00%+106,117New
Parametric Portfolio Associates LLC93,389$371.0K0.00%+57,340+159.1%Added
Renaissance Technologies LLC92,573$368.0K0.00%−28,027−23.2%Reduced
Occudo Quantitative Strategies LP87,886$349.0K0.03%+16,873+23.8%Added
Nuveen Asset Management, LLC74,219$341.0K0.00%−48,964−39.7%Reduced
Morgan Stanley79,047$313.0K0.00%+75,461+2,104.3%Added
Citadel Advisors LLC66,168$263.0K0.00%+17,676+36.5%Added
Cubist Systematic Strategies, LLC66,199$263.0K0.00%+50,051+310.0%Added
JPMorgan Chase & Co55,964$222.0K0.00%+25,879+86.0%Added
Coastal Bridge Advisors, LLC45,722$182.0K0.04%00.0%Unchanged
PDT Partners, LLC43,370$172.0K0.01%+43,370New
Charles Schwab Investment Management Inc40,128$160.0K0.00%−36,987−48.0%Reduced
Ergoteles LLC39,425$157.0K0.01%+39,425New
Goldman Sachs Group Inc36,754$146.0K0.00%+22,878+164.9%Added
First Trust Advisors LP33,462$133.0K0.00%+3,665+12.3%Added
Paloma Partners Management Co30,570$121.0K0.00%+30,570New
Squarepoint Ops LLC27,234$108.0K0.00%+27,234New
Virtu Financial LLC24,529$97.0K0.01%+96+0.4%Added
Rhumbline Advisers22,574$90.0K0.00%−9,644−29.9%Reduced
Wolverine Trading, LLC20,345$81.0K0.00%+5,118+33.6%Added
Jane Street Group, LLC20,009$79.0K0.00%+20,009New
Wolverine Asset Management LLC19,504$77.0K0.00%−1,278−6.1%Reduced
Boulder Hill Capital Management LP18,200$72.0K0.07%+18,200New
Jump Financial, LLC17,933$71.0K0.00%+17,933New
Simplex Trading, LLC17,016$67.0K0.00%+17,016New
Bank of America Corp15,624$61.0K0.00%−8,402−35.0%Reduced
New York State Common Retirement Fund14,771$59.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co14,891$59.0K0.00%+14,891New
Deutsche Bank AG11,236$45.0K0.00%−8,952−44.3%Reduced
Wells Fargo & Company10,936$44.0K0.00%+8,636+375.5%Added
California State Teachers Retirement System10,313$41.0K0.00%−9,702−48.5%Reduced
Citigroup Inc10,409$41.0K0.00%−179−1.7%Reduced
Great Lakes Advisors, LLC10,448$41.0K0.00%+10,448New
Capstone Financial Advisors, Inc.10,000$40.0K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC10,300$40.0K0.00%+10,300New
American International Group, Inc.9,824$39.0K0.00%−9,388−48.9%Reduced
Group One Trading, L.P.8,364$33.0K0.00%+8,364New
UBS Group AG7,732$31.0K0.00%−480−5.8%Reduced
Tower Research Capital LLC (TRC)7,519$30.0K0.00%+2,235+42.3%Added
Advisor Group Holdings, Inc.6,830$27.0K0.00%−494−6.7%Reduced
Penserra Capital Management LLC6,551$26.0K0.00%+386+6.3%Added
STRS Ohio4,300$17.0K0.00%−3,400−44.2%Reduced
Cutler Group LP3,076$12.0K0.00%+1,897+160.9%Added
ClariVest Asset Management LLC3,013$12.0K0.00%+3,013New
Royal Bank of Canada2,695$11.0K0.00%−2,671−49.8%Reduced
Ameritas Investment Partners, Inc.2,618$10.0K0.00%00.0%Unchanged
Point72 Hong Kong Ltd2,286$9.00K0.00%+2,286New
Legal & General Group Plc1,438$6.00K0.00%−1,219−45.9%Reduced
Captrust Financial Advisors1,432$6.00K0.00%+1,031+257.1%Added
Capital Advisors, Ltd. LLC1,024$4.00K0.00%+1,024New
Toronto Dominion Bank4$00.00%+4New
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners0$00.00%−6,494,201−100.0%Sold out
Arrow Capital Management, LLC0$00.00%−500,000−100.0%Sold out
Cobalt Capital Management, Inc.0$00.00%−359,206−100.0%Sold out
SG Americas Securities, LLC0$00.00%−24,448−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−12,536−100.0%Sold out
Easterly Investment Partners LLC0$00.00%−11,694−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−10,000−100.0%Sold out
Quantbot Technologies LP0$00.00%−100−100.0%Sold out
Marshall Wace North America L.P.––––Not filed