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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 218 | $0 | 0.00% | −900−80.5% | Reduced |
| FMR LLC | 208 | $0 | 0.00% | −345−62.4% | Reduced |
| Credit Suisse AG | 96 | $0 | 0.00% | +96 | New |
| CWM, LLC | 162 | $0 | 0.00% | +162 | New |
| Quadrant Capital Group LLC | 62 | $0 | 0.00% | +62 | New |
| Wells Fargo & Company | 379 | $1.00K | 0.00% | −3,403−90.0% | Reduced |
| Captrust Financial Advisors | 763 | $1.00K | 0.00% | −152−16.6% | Reduced |
| Ellevest, Inc. | 596 | $1.00K | 0.00% | +596 | New |
| UBS Group AG | 2,045 | $3.00K | 0.00% | −8,935−81.4% | Reduced |
| Barclays PLC | 1,948 | $3.00K | 0.00% | −6,896−78.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,784 | $3.00K | 0.00% | +1,784 | New |
| Ameritas Investment Partners, Inc. | 2,618 | $4.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,074 | $5.00K | 0.00% | −6,977−69.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,000 | $5.00K | 0.00% | −2,000−40.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,240 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,720 | $5.00K | 0.00% | +244+7.0% | Added |
| Legal & General Group Plc | 3,155 | $5.00K | 0.00% | +1,717+119.4% | Added |
| Amalgamated Bank | 3,993 | $6.00K | 0.00% | +1,768+79.5% | Added |
| Penserra Capital Management LLC | 7,065 | $11.0K | 0.00% | +2,001+39.5% | Added |
| Tower Research Capital LLC (TRC) | 8,774 | $14.0K | 0.00% | +5,520+169.6% | Added |
| Citigroup Inc | 10,032 | $16.0K | 0.00% | +2,275+29.3% | Added |
| Raymond James & Associates | 10,100 | $16.0K | 0.00% | +10,100 | New |
| D. E. Shaw & Co., Inc. | 10,671 | $17.0K | 0.00% | −23,962−69.2% | Reduced |
| Citadel Advisors LLC | 11,758 | $18.0K | 0.00% | +11,758 | New |
| New York State Common Retirement Fund | 14,676 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,526 | $23.0K | 0.00% | −365−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 14,900 | $23.0K | 0.00% | +14,900 | New |
| California State Teachers Retirement System | 16,602 | $26.0K | 0.00% | +8,374+101.8% | Added |
| SG Americas Securities, LLC | 17,126 | $27.0K | 0.00% | +17,126 | New |
| Wolverine Trading, LLC | 17,985 | $29.0K | 0.00% | −6,106−25.3% | Reduced |
| American International Group, Inc. | 18,171 | $29.0K | 0.00% | +9,137+101.1% | Added |
| Bank of Montreal | 15,858 | $30.0K | 0.00% | +15,858 | New |
| Wolverine Asset Management LLC | 21,250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 22,000 | $34.0K | 0.00% | −17,100−43.7% | Reduced |
| JPMorgan Chase & Co | 21,757 | $35.0K | 0.00% | −53,250−71.0% | Reduced |
| Capstone Financial Advisors, Inc. | 25,000 | $39.0K | 0.00% | +10,000+66.7% | Added |
| Bank of America Corp | 25,214 | $39.0K | 0.00% | +19,170+317.2% | Added |
| Deutsche Bank AG | 27,397 | $43.0K | 0.00% | +17,359+172.9% | Added |
| Occudo Quantitative Strategies LP | 29,315 | $46.0K | 0.00% | −9,561−24.6% | Reduced |
| Goldman Sachs Group Inc | 29,128 | $46.0K | 0.00% | +7,573+35.1% | Added |
| First Trust Advisors LP | 32,549 | $51.0K | 0.00% | +923+2.9% | Added |
| Kawa Capital Management, Inc | 381,222 | $61.0K | 0.28% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 42,178 | $66.0K | 0.01% | +42,178 | New |
| Coastal Bridge Advisors, LLC | 45,722 | $72.0K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 48,967 | $77.0K | 0.00% | +34,119+229.8% | Added |
| Zazove Associates LLC | 84,944 | $133.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 104,357 | $164.0K | 0.00% | +45,269+76.6% | Added |
| Millennium Management LLC | 119,460 | $188.0K | 0.00% | −68,284−36.4% | Reduced |
| Renaissance Technologies LLC | 133,100 | $209.0K | 0.00% | −244,095−64.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 165,357 | $260.0K | 0.00% | +2,837+1.7% | Added |
| Bank of New York Mellon Corp | 196,244 | $308.0K | 0.00% | +10,235+5.5% | Added |
| Invesco Ltd. | 217,555 | $341.0K | 0.00% | +2,434+1.1% | Added |
| Northern Trust Corp | 288,310 | $453.0K | 0.00% | +128,857+80.8% | Added |
| Nuveen Asset Management, LLC | 291,057 | $457.0K | 0.00% | +215,322+284.3% | Added |
| Cowen and Company, LLC | 308,343 | $484.0K | 0.05% | +161,345+109.8% | Added |
| EJF Capital LLC | 351,377 | $552.0K | 0.09% | +351,377 | New |
| Morgan Stanley | 361,324 | $567.0K | 0.00% | +346,138+2,279.3% | Added |
| Hawkeye Capital Management, LLC | 398,388 | $625.0K | 0.34% | −331,658−45.4% | Reduced |
| Geode Capital Management, LLC | 474,444 | $744.0K | 0.00% | +166,639+54.1% | Added |
| State Street Corp | 517,735 | $813.0K | 0.00% | +30,673+6.3% | Added |
| Long Focus Capital Management, LLC | 725,000 | $1.14M | 0.23% | +75,000+11.5% | Added |
| Vanguard Group Inc | 992,591 | $1.56M | 0.00% | +126,709+14.6% | Added |
| BlackRock Inc. | 1,643,336 | $2.58M | 0.00% | +335,946+25.7% | Added |
| Adage Capital Partners GP, L.L.C. | 2,999,983 | $4.71M | 0.01% | +854,458+39.8% | Added |
| Cooperman Leon G | 5,200,000 | $8.16M | 0.56% | +74,089+1.4% | Added |
| Blackstone Group Inc. | 21,813,834 | $34.2M | 0.11% | −52,232,641−70.5% | Reduced |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,030,525−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −155,820−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −43,410−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −31,981−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,578−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,822−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |