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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, Q1 2022

Institutional positions in Finance of America Companies Inc. as of Mar 31, 2022. 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
67
−1 vs. Q4 2021
Shares held
89.6M
−101.6K (−0.1%) vs. Q4 2021
Total value
$271.5M
−$84.8M (−23.8%) vs. Q4 2021
New holders
12
15 more added
Sold out
13
34 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 67 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 heldQ1 2022: $271.5M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q4 2021.

Institutions holding FOA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Blackstone Group Inc.74,046,475$225.1M0.57%−9,8360.0%Reduced
Cooperman Leon G5,125,911$15.6M0.82%+60,911+1.2%Added
Adage Capital Partners GP, L.L.C.2,145,525$6.52M0.01%+1,017,994+90.3%Added
BlackRock Inc.1,307,390$3.97M0.00%−79,774−5.8%Reduced
Alpine Global Management, LLC1,030,525$3.13M0.83%−676,579−39.6%Reduced
Vanguard Group Inc865,882$2.63M0.00%−346,356−28.6%Reduced
Hawkeye Capital Management, LLC730,046$2.22M0.88%00.0%Unchanged
Long Focus Capital Management, LLC650,000$1.98M0.42%+650,000New
State Street Corp487,062$1.48M0.00%+16,383+3.5%Added
Renaissance Technologies LLC377,195$1.15M0.00%+284,622+307.5%Added
Geode Capital Management, LLC307,805$935.0K0.00%−433−0.1%Reduced
Invesco Ltd.215,121$654.0K0.00%+19,600+10.0%Added
Millennium Management LLC187,744$571.0K0.00%−160,306−46.1%Reduced
Bank of New York Mellon Corp186,009$566.0K0.00%−12,341−6.2%Reduced
Raymond James Financial Services Advisors, Inc.162,520$494.0K0.00%+162,520New
Northern Trust Corp159,453$485.0K0.00%−5,992−3.6%Reduced
Marshall Wace, LLP155,820$474.0K0.00%−195,497−55.6%Reduced
Cowen and Company, LLC146,998$447.0K0.05%−571,225−79.5%Reduced
Parametric Portfolio Associates LLC85,718$261.0K0.00%−7,671−8.2%Reduced
Zazove Associates LLC84,944$258.0K0.02%+84,944New
Nuveen Asset Management, LLC75,735$237.0K0.00%+1,516+2.0%Added
JPMorgan Chase & Co75,007$228.0K0.00%+19,043+34.0%Added
Charles Schwab Investment Management Inc59,088$180.0K0.00%+18,960+47.2%Added
Kawa Capital Management, Inc381,222$150.0K0.25%+381,222New
Coastal Bridge Advisors, LLC45,722$139.0K0.03%00.0%Unchanged
Susquehanna International Group, LLP43,410$132.0K0.00%−93,255−68.2%Reduced
Schonfeld Strategic Advisors LLC39,100$119.0K0.00%+28,800+279.6%Added
Occudo Quantitative Strategies LP38,876$118.0K0.01%−49,010−55.8%Reduced
D. E. Shaw & Co., Inc.34,633$105.0K0.00%+34,633New
PDT Partners, LLC31,981$97.0K0.01%−11,389−26.3%Reduced
First Trust Advisors LP31,626$96.0K0.00%−1,836−5.5%Reduced
Fca Corp30,000$91.0K0.03%+30,000New
Wolverine Trading, LLC24,091$75.0K0.00%+3,746+18.4%Added
Two Sigma Investments, LP21,578$66.0K0.00%−168,236−88.6%Reduced
Goldman Sachs Group Inc21,555$66.0K0.00%−15,199−41.4%Reduced
Wolverine Asset Management LLC21,250$64.0K0.00%+1,746+9.0%Added
Morgan Stanley15,186$46.0K0.00%−63,861−80.8%Reduced
Capstone Financial Advisors, Inc.15,000$46.0K0.00%+5,000+50.0%Added
Rhumbline Advisers14,848$45.0K0.00%−7,726−34.2%Reduced
Jane Street Group, LLC14,822$45.0K0.00%−5,187−25.9%Reduced
New York State Common Retirement Fund14,676$45.0K0.00%−95−0.6%Reduced
Northwestern Mutual Wealth Management Co14,891$45.0K0.00%00.0%Unchanged
UBS Group AG10,980$33.0K0.00%+3,248+42.0%Added
Deutsche Bank AG10,038$31.0K0.00%−1,198−10.7%Reduced
Group One Trading, L.P.10,051$31.0K0.00%+1,687+20.2%Added
American International Group, Inc.9,034$27.0K0.00%−790−8.0%Reduced
Barclays PLC8,844$26.0K0.00%+8,844New
California State Teachers Retirement System8,228$25.0K0.00%−2,085−20.2%Reduced
Citigroup Inc7,757$24.0K0.00%−2,652−25.5%Reduced
Bank of America Corp6,044$18.0K0.00%−9,580−61.3%Reduced
Advisor Group Holdings, Inc.5,000$15.0K0.00%−1,830−26.8%Reduced
Penserra Capital Management LLC5,064$15.0K0.00%−1,487−22.7%Reduced
Wells Fargo & Company3,782$11.0K0.00%−7,154−65.4%Reduced
Tower Research Capital LLC (TRC)3,254$10.0K0.00%−4,265−56.7%Reduced
Cutler Group LP3,476$10.0K0.00%+400+13.0%Added
Nisa Investment Advisors, LLC3,240$10.0K0.00%+3,240New
Ameritas Investment Partners, Inc.2,618$8.00K0.00%00.0%Unchanged
Amalgamated Bank2,225$7.00K0.00%+2,225New
Amalgamated Financial Corp.2,225$7.00K0.00%+2,225New
ClariVest Asset Management LLC1,782$6.00K0.00%−1,231−40.9%Reduced
Legal & General Group Plc1,438$4.00K0.00%00.0%Unchanged
Royal Bank of Canada1,118$3.00K0.00%−1,577−58.5%Reduced
Captrust Financial Advisors915$3.00K0.00%−517−36.1%Reduced
Allspring Global Investments Holdings, LLC1,282$3.00K0.00%+1,282New
Capital Advisors, Ltd. LLC694$2.00K0.00%−330−32.2%Reduced
FMR LLC553$2.00K0.00%+553New
Toronto Dominion Bank4$00.00%00.0%Unchanged
HRT Financial LP0$00.00%−106,117−100.0%Sold out
Citadel Advisors LLC0$00.00%−66,168−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−66,199−100.0%Sold out
Ergoteles LLC0$00.00%−39,425−100.0%Sold out
Paloma Partners Management Co0$00.00%−30,570−100.0%Sold out
Squarepoint Ops LLC0$00.00%−27,234−100.0%Sold out
Virtu Financial LLC0$00.00%−24,529−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−18,200−100.0%Sold out
Jump Financial, LLC0$00.00%−17,933−100.0%Sold out
Simplex Trading, LLC0$00.00%−17,016−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−10,448−100.0%Sold out
STRS Ohio0$00.00%−4,300−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−2,286−100.0%Sold out
EMS Capital LP––––Not filed