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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, Q3 2022

Institutional positions in Finance of America Companies Inc. as of Sep 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
55
−11 vs. Q2 2022
Shares held
38.2M
−117.6K (−0.3%) vs. Q2 2022
Total value
$56.6M
−$3.10M (−5.2%) vs. Q2 2022
New holders
6
20 more added
Sold out
17
19 more reduced

Compare with Q2 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 holdersQ3 2022: 55 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 heldQ3 2022: $56.6M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q2 2022.

Institutions holding FOA in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Blackstone Group Inc.21,716,405$32.1M0.12%−97,429−0.4%Reduced
Cooperman Leon G5,200,000$7.70M0.54%00.0%Unchanged
Adage Capital Partners GP, L.L.C.3,033,416$4.49M0.01%+33,433+1.1%Added
Vanguard Group Inc2,024,170$3.00M0.00%+1,031,579+103.9%Added
BlackRock Inc.1,697,468$2.51M0.00%+54,132+3.3%Added
Long Focus Capital Management, LLC846,389$1.25M0.26%+121,389+16.7%Added
State Street Corp553,346$819.0K0.00%+35,611+6.9%Added
Geode Capital Management, LLC531,359$786.0K0.00%+56,915+12.0%Added
Millennium Management LLC397,883$589.0K0.00%+278,423+233.1%Added
Northern Trust Corp394,721$584.0K0.00%+106,411+36.9%Added
Nuveen Asset Management, LLC291,005$430.0K0.00%−520.0%Reduced
Bank of New York Mellon Corp209,333$309.0K0.00%+13,089+6.7%Added
Invesco Ltd.161,538$239.0K0.00%−56,017−25.7%Reduced
Renaissance Technologies LLC148,600$220.0K0.00%+15,500+11.6%Added
Raymond James Financial Services Advisors, Inc.135,273$200.0K0.00%−30,084−18.2%Reduced
Charles Schwab Investment Management Inc104,357$155.0K0.00%00.0%Unchanged
Zazove Associates LLC84,944$126.0K0.01%00.0%Unchanged
Morgan Stanley61,384$91.0K0.00%−299,940−83.0%Reduced
Rhumbline Advisers51,752$77.0K0.00%+2,785+5.7%Added
Group One Trading, L.P.48,134$71.0K0.00%+45,060+1,465.8%Added
Coastal Bridge Advisors, LLC45,722$68.0K0.02%00.0%Unchanged
Ionic Capital Management LLC43,859$65.0K0.02%+1,681+4.0%Added
Mariner, LLC34,465$51.0K0.00%+34,465New
Cowen and Company, LLC30,575$45.0K0.00%−277,768−90.1%Reduced
Occudo Quantitative Strategies LP29,026$43.0K0.00%−289−1.0%Reduced
Bank of America Corp28,325$42.0K0.00%+3,111+12.3%Added
Susquehanna International Group, LLP28,578$42.0K0.00%+28,578New
Goldman Sachs Group Inc24,801$37.0K0.00%−4,327−14.9%Reduced
Deutsche Bank AG24,805$37.0K0.00%−2,592−9.5%Reduced
Capstone Financial Advisors, Inc.25,000$37.0K0.00%00.0%Unchanged
JPMorgan Chase & Co21,757$32.0K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC21,800$32.0K0.00%−200−0.9%Reduced
Squarepoint Ops LLC21,069$31.0K0.00%+21,069New
Wolverine Asset Management LLC20,850$30.0K0.00%−400−1.9%Reduced
American International Group, Inc.18,432$27.0K0.00%+261+1.4%Added
SG Americas Securities, LLC17,843$26.0K0.00%+717+4.2%Added
Virtu Financial LLC17,885$26.0K0.00%+17,885New
California State Teachers Retirement System15,324$23.0K0.00%−1,278−7.7%Reduced
New York State Common Retirement Fund14,850$22.0K0.00%+174+1.2%Added
Wolverine Trading, LLC13,949$20.0K0.00%−4,036−22.4%Reduced
Northwestern Mutual Wealth Management Co10,000$15.0K0.00%−4,526−31.2%Reduced
Citigroup Inc9,389$14.0K0.00%−643−6.4%Reduced
Tower Research Capital LLC (TRC)7,432$11.0K0.00%−1,342−15.3%Reduced
BNP Paribas Arbitrage, SA5,034$7.45K0.00%+5,034New
Amalgamated Bank3,993$6.00K0.00%00.0%Unchanged
Legal & General Group Plc3,155$5.00K0.00%00.0%Unchanged
FMR LLC2,847$4.00K0.00%+2,639+1,268.8%Added
Ameritas Investment Partners, Inc.2,618$3.00K0.00%00.0%Unchanged
UBS Group AG2,045$3.00K0.00%00.0%Unchanged
Barclays PLC1,646$2.00K0.00%−302−15.5%Reduced
Royal Bank of Canada472$1.00K0.00%+254+116.5%Added
Almanack Investment Partners, LLC.784$1.00K0.00%+784New
Wells Fargo & Company76$00.00%−303−79.9%Reduced
Ellevest, Inc.82$00.00%−514−86.2%Reduced
Credit Suisse AG220$00.00%+124+129.2%Added
Hawkeye Capital Management, LLC0$00.00%−398,388−100.0%Sold out
EJF Capital LLC0$00.00%−351,377−100.0%Sold out
Kawa Capital Management, Inc0$00.00%−381,222−100.0%Sold out
First Trust Advisors LP0$00.00%−32,549−100.0%Sold out
Bank of Montreal0$00.00%−15,858−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−14,900−100.0%Sold out
Citadel Advisors LLC0$00.00%−11,758−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−10,671−100.0%Sold out
Raymond James & Associates0$00.00%−10,100−100.0%Sold out
Penserra Capital Management LLC0$00.00%−7,065−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−3,240−100.0%Sold out
Cutler Group LP0$00.00%−3,720−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−3,000−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−1,784−100.0%Sold out
Captrust Financial Advisors0$00.00%−763−100.0%Sold out
CWM, LLC0$00.00%−162−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−62−100.0%Sold out