Skip to main content

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, Q2 2022

Institutional positions in Finance of America Companies Inc. as of Jun 30, 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
66
+1 vs. Q1 2022
Shares held
38.4M
−51.2M (−57.2%) vs. Q1 2022
Total value
$59.7M
−$211.5M (−78.0%) vs. Q1 2022
New holders
12
29 more added
Sold out
11
18 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 66 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 heldQ2 2022: $59.7M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q1 2022.

Institutions holding FOA in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Blackstone Group Inc.21,813,834$34.2M0.11%−52,232,641−70.5%Reduced
Cooperman Leon G5,200,000$8.16M0.56%+74,089+1.4%Added
Adage Capital Partners GP, L.L.C.2,999,983$4.71M0.01%+854,458+39.8%Added
BlackRock Inc.1,643,336$2.58M0.00%+335,946+25.7%Added
Vanguard Group Inc992,591$1.56M0.00%+126,709+14.6%Added
Long Focus Capital Management, LLC725,000$1.14M0.23%+75,000+11.5%Added
State Street Corp517,735$813.0K0.00%+30,673+6.3%Added
Geode Capital Management, LLC474,444$744.0K0.00%+166,639+54.1%Added
Hawkeye Capital Management, LLC398,388$625.0K0.34%−331,658−45.4%Reduced
Morgan Stanley361,324$567.0K0.00%+346,138+2,279.3%Added
EJF Capital LLC351,377$552.0K0.09%+351,377New
Cowen and Company, LLC308,343$484.0K0.05%+161,345+109.8%Added
Nuveen Asset Management, LLC291,057$457.0K0.00%+215,322+284.3%Added
Northern Trust Corp288,310$453.0K0.00%+128,857+80.8%Added
Invesco Ltd.217,555$341.0K0.00%+2,434+1.1%Added
Bank of New York Mellon Corp196,244$308.0K0.00%+10,235+5.5%Added
Raymond James Financial Services Advisors, Inc.165,357$260.0K0.00%+2,837+1.7%Added
Renaissance Technologies LLC133,100$209.0K0.00%−244,095−64.7%Reduced
Millennium Management LLC119,460$188.0K0.00%−68,284−36.4%Reduced
Charles Schwab Investment Management Inc104,357$164.0K0.00%+45,269+76.6%Added
Zazove Associates LLC84,944$133.0K0.01%00.0%Unchanged
Rhumbline Advisers48,967$77.0K0.00%+34,119+229.8%Added
Coastal Bridge Advisors, LLC45,722$72.0K0.02%00.0%Unchanged
Ionic Capital Management LLC42,178$66.0K0.01%+42,178New
Kawa Capital Management, Inc381,222$61.0K0.28%00.0%Unchanged
First Trust Advisors LP32,549$51.0K0.00%+923+2.9%Added
Occudo Quantitative Strategies LP29,315$46.0K0.00%−9,561−24.6%Reduced
Goldman Sachs Group Inc29,128$46.0K0.00%+7,573+35.1%Added
Deutsche Bank AG27,397$43.0K0.00%+17,359+172.9%Added
Capstone Financial Advisors, Inc.25,000$39.0K0.00%+10,000+66.7%Added
Bank of America Corp25,214$39.0K0.00%+19,170+317.2%Added
JPMorgan Chase & Co21,757$35.0K0.00%−53,250−71.0%Reduced
Schonfeld Strategic Advisors LLC22,000$34.0K0.00%−17,100−43.7%Reduced
Wolverine Asset Management LLC21,250$33.0K0.00%00.0%Unchanged
Bank of Montreal15,858$30.0K0.00%+15,858New
Wolverine Trading, LLC17,985$29.0K0.00%−6,106−25.3%Reduced
American International Group, Inc.18,171$29.0K0.00%+9,137+101.1%Added
SG Americas Securities, LLC17,126$27.0K0.00%+17,126New
California State Teachers Retirement System16,602$26.0K0.00%+8,374+101.8%Added
New York State Common Retirement Fund14,676$23.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co14,526$23.0K0.00%−365−2.5%Reduced
ExodusPoint Capital Management, LP14,900$23.0K0.00%+14,900New
Citadel Advisors LLC11,758$18.0K0.00%+11,758New
D. E. Shaw & Co., Inc.10,671$17.0K0.00%−23,962−69.2%Reduced
Citigroup Inc10,032$16.0K0.00%+2,275+29.3%Added
Raymond James & Associates10,100$16.0K0.00%+10,100New
Tower Research Capital LLC (TRC)8,774$14.0K0.00%+5,520+169.6%Added
Penserra Capital Management LLC7,065$11.0K0.00%+2,001+39.5%Added
Amalgamated Bank3,993$6.00K0.00%+1,768+79.5%Added
Group One Trading, L.P.3,074$5.00K0.00%−6,977−69.4%Reduced
Advisor Group Holdings, Inc.3,000$5.00K0.00%−2,000−40.0%Reduced
Nisa Investment Advisors, LLC3,240$5.00K0.00%00.0%Unchanged
Cutler Group LP3,720$5.00K0.00%+244+7.0%Added
Legal & General Group Plc3,155$5.00K0.00%+1,717+119.4%Added
Ameritas Investment Partners, Inc.2,618$4.00K0.00%00.0%Unchanged
UBS Group AG2,045$3.00K0.00%−8,935−81.4%Reduced
Barclays PLC1,948$3.00K0.00%−6,896−78.0%Reduced
TCI Wealth Advisors, Inc.1,784$3.00K0.00%+1,784New
Wells Fargo & Company379$1.00K0.00%−3,403−90.0%Reduced
Captrust Financial Advisors763$1.00K0.00%−152−16.6%Reduced
Ellevest, Inc.596$1.00K0.00%+596New
Royal Bank of Canada218$00.00%−900−80.5%Reduced
FMR LLC208$00.00%−345−62.4%Reduced
Credit Suisse AG96$00.00%+96New
CWM, LLC162$00.00%+162New
Quadrant Capital Group LLC62$00.00%+62New
Alpine Global Management, LLC0$00.00%−1,030,525−100.0%Sold out
Marshall Wace, LLP0$00.00%−155,820−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−43,410−100.0%Sold out
PDT Partners, LLC0$00.00%−31,981−100.0%Sold out
Fca Corp0$00.00%−30,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−21,578−100.0%Sold out
Jane Street Group, LLC0$00.00%−14,822−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−1,782−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,282−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−694−100.0%Sold out
Toronto Dominion Bank0$00.00%−4−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed