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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 4 | $0 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 1,024 | $4.00K | 0.00% | +1,024 | New |
| Legal & General Group Plc | 1,438 | $6.00K | 0.00% | −1,219−45.9% | Reduced |
| Captrust Financial Advisors | 1,432 | $6.00K | 0.00% | +1,031+257.1% | Added |
| Point72 Hong Kong Ltd | 2,286 | $9.00K | 0.00% | +2,286 | New |
| Ameritas Investment Partners, Inc. | 2,618 | $10.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,695 | $11.0K | 0.00% | −2,671−49.8% | Reduced |
| Cutler Group LP | 3,076 | $12.0K | 0.00% | +1,897+160.9% | Added |
| ClariVest Asset Management LLC | 3,013 | $12.0K | 0.00% | +3,013 | New |
| STRS Ohio | 4,300 | $17.0K | 0.00% | −3,400−44.2% | Reduced |
| Penserra Capital Management LLC | 6,551 | $26.0K | 0.00% | +386+6.3% | Added |
| Advisor Group Holdings, Inc. | 6,830 | $27.0K | 0.00% | −494−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,519 | $30.0K | 0.00% | +2,235+42.3% | Added |
| UBS Group AG | 7,732 | $31.0K | 0.00% | −480−5.8% | Reduced |
| Group One Trading, L.P. | 8,364 | $33.0K | 0.00% | +8,364 | New |
| American International Group, Inc. | 9,824 | $39.0K | 0.00% | −9,388−48.9% | Reduced |
| Capstone Financial Advisors, Inc. | 10,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 10,300 | $40.0K | 0.00% | +10,300 | New |
| California State Teachers Retirement System | 10,313 | $41.0K | 0.00% | −9,702−48.5% | Reduced |
| Citigroup Inc | 10,409 | $41.0K | 0.00% | −179−1.7% | Reduced |
| Great Lakes Advisors, LLC | 10,448 | $41.0K | 0.00% | +10,448 | New |
| Wells Fargo & Company | 10,936 | $44.0K | 0.00% | +8,636+375.5% | Added |
| Deutsche Bank AG | 11,236 | $45.0K | 0.00% | −8,952−44.3% | Reduced |
| New York State Common Retirement Fund | 14,771 | $59.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,891 | $59.0K | 0.00% | +14,891 | New |
| Bank of America Corp | 15,624 | $61.0K | 0.00% | −8,402−35.0% | Reduced |
| Simplex Trading, LLC | 17,016 | $67.0K | 0.00% | +17,016 | New |
| Jump Financial, LLC | 17,933 | $71.0K | 0.00% | +17,933 | New |
| Boulder Hill Capital Management LP | 18,200 | $72.0K | 0.07% | +18,200 | New |
| Wolverine Asset Management LLC | 19,504 | $77.0K | 0.00% | −1,278−6.1% | Reduced |
| Jane Street Group, LLC | 20,009 | $79.0K | 0.00% | +20,009 | New |
| Wolverine Trading, LLC | 20,345 | $81.0K | 0.00% | +5,118+33.6% | Added |
| Rhumbline Advisers | 22,574 | $90.0K | 0.00% | −9,644−29.9% | Reduced |
| Virtu Financial LLC | 24,529 | $97.0K | 0.01% | +96+0.4% | Added |
| Squarepoint Ops LLC | 27,234 | $108.0K | 0.00% | +27,234 | New |
| Paloma Partners Management Co | 30,570 | $121.0K | 0.00% | +30,570 | New |
| First Trust Advisors LP | 33,462 | $133.0K | 0.00% | +3,665+12.3% | Added |
| Goldman Sachs Group Inc | 36,754 | $146.0K | 0.00% | +22,878+164.9% | Added |
| Ergoteles LLC | 39,425 | $157.0K | 0.01% | +39,425 | New |
| Charles Schwab Investment Management Inc | 40,128 | $160.0K | 0.00% | −36,987−48.0% | Reduced |
| PDT Partners, LLC | 43,370 | $172.0K | 0.01% | +43,370 | New |
| Coastal Bridge Advisors, LLC | 45,722 | $182.0K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 55,964 | $222.0K | 0.00% | +25,879+86.0% | Added |
| Citadel Advisors LLC | 66,168 | $263.0K | 0.00% | +17,676+36.5% | Added |
| Cubist Systematic Strategies, LLC | 66,199 | $263.0K | 0.00% | +50,051+310.0% | Added |
| Morgan Stanley | 79,047 | $313.0K | 0.00% | +75,461+2,104.3% | Added |
| Nuveen Asset Management, LLC | 74,219 | $341.0K | 0.00% | −48,964−39.7% | Reduced |
| Occudo Quantitative Strategies LP | 87,886 | $349.0K | 0.03% | +16,873+23.8% | Added |
| Renaissance Technologies LLC | 92,573 | $368.0K | 0.00% | −28,027−23.2% | Reduced |
| Parametric Portfolio Associates LLC | 93,389 | $371.0K | 0.00% | +57,340+159.1% | Added |
| HRT Financial LP | 106,117 | $421.0K | 0.00% | +106,117 | New |
| Susquehanna International Group, LLP | 136,665 | $543.0K | 0.00% | +136,665 | New |
| Northern Trust Corp | 165,445 | $656.0K | 0.00% | −116,097−41.2% | Reduced |
| Two Sigma Investments, LP | 189,814 | $754.0K | 0.00% | +105,727+125.7% | Added |
| Invesco Ltd. | 195,521 | $776.0K | 0.00% | +33,680+20.8% | Added |
| Bank of New York Mellon Corp | 198,350 | $787.0K | 0.00% | +91,768+86.1% | Added |
| Geode Capital Management, LLC | 308,238 | $1.22M | 0.00% | −133,075−30.2% | Reduced |
| Millennium Management LLC | 348,050 | $1.38M | 0.00% | +348,050 | New |
| Marshall Wace, LLP | 351,317 | $1.40M | 0.00% | +202,426+136.0% | Added |
| State Street Corp | 470,679 | $1.87M | 0.00% | +15,221+3.3% | Added |
| Cowen and Company, LLC | 718,223 | $2.85M | 0.27% | +718,223 | New |
| Hawkeye Capital Management, LLC | 730,046 | $2.90M | 1.17% | +730,046 | New |
| Adage Capital Partners GP, L.L.C. | 1,127,531 | $4.48M | 0.01% | +1,127,531 | New |
| Vanguard Group Inc | 1,212,238 | $4.81M | 0.00% | +157,904+15.0% | Added |
| BlackRock Inc. | 1,387,164 | $5.51M | 0.00% | −443,596−24.2% | Reduced |
| Alpine Global Management, LLC | 1,707,104 | $6.78M | 1.01% | +1,707,104 | New |
| EMS Capital LP | 3,597,815 | $14.3M | 1.52% | +247,815+7.4% | Added |
| Cooperman Leon G | 5,065,000 | $20.1M | 1.01% | +329,178+7.0% | Added |
| Blackstone Group Inc. | 74,056,311 | $294.0M | 0.74% | 00.0% | Unchanged |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −6,494,201−100.0% | Sold out |
| Arrow Capital Management, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −359,206−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −24,448−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −12,536−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −11,694−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |