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, 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 76 | $0 | 0.00% | −303−79.9% | Reduced |
| Ellevest, Inc. | 82 | $0 | 0.00% | −514−86.2% | Reduced |
| Credit Suisse AG | 220 | $0 | 0.00% | +124+129.2% | Added |
| Royal Bank of Canada | 472 | $1.00K | 0.00% | +254+116.5% | Added |
| Almanack Investment Partners, LLC. | 784 | $1.00K | 0.00% | +784 | New |
| Barclays PLC | 1,646 | $2.00K | 0.00% | −302−15.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,618 | $3.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,045 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,847 | $4.00K | 0.00% | +2,639+1,268.8% | Added |
| Legal & General Group Plc | 3,155 | $5.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,993 | $6.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,034 | $7.45K | 0.00% | +5,034 | New |
| Tower Research Capital LLC (TRC) | 7,432 | $11.0K | 0.00% | −1,342−15.3% | Reduced |
| Citigroup Inc | 9,389 | $14.0K | 0.00% | −643−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,000 | $15.0K | 0.00% | −4,526−31.2% | Reduced |
| Wolverine Trading, LLC | 13,949 | $20.0K | 0.00% | −4,036−22.4% | Reduced |
| New York State Common Retirement Fund | 14,850 | $22.0K | 0.00% | +174+1.2% | Added |
| California State Teachers Retirement System | 15,324 | $23.0K | 0.00% | −1,278−7.7% | Reduced |
| SG Americas Securities, LLC | 17,843 | $26.0K | 0.00% | +717+4.2% | Added |
| Virtu Financial LLC | 17,885 | $26.0K | 0.00% | +17,885 | New |
| American International Group, Inc. | 18,432 | $27.0K | 0.00% | +261+1.4% | Added |
| Wolverine Asset Management LLC | 20,850 | $30.0K | 0.00% | −400−1.9% | Reduced |
| Squarepoint Ops LLC | 21,069 | $31.0K | 0.00% | +21,069 | New |
| JPMorgan Chase & Co | 21,757 | $32.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,800 | $32.0K | 0.00% | −200−0.9% | Reduced |
| Goldman Sachs Group Inc | 24,801 | $37.0K | 0.00% | −4,327−14.9% | Reduced |
| Deutsche Bank AG | 24,805 | $37.0K | 0.00% | −2,592−9.5% | Reduced |
| Capstone Financial Advisors, Inc. | 25,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 28,325 | $42.0K | 0.00% | +3,111+12.3% | Added |
| Susquehanna International Group, LLP | 28,578 | $42.0K | 0.00% | +28,578 | New |
| Occudo Quantitative Strategies LP | 29,026 | $43.0K | 0.00% | −289−1.0% | Reduced |
| Cowen and Company, LLC | 30,575 | $45.0K | 0.00% | −277,768−90.1% | Reduced |
| Mariner, LLC | 34,465 | $51.0K | 0.00% | +34,465 | New |
| Ionic Capital Management LLC | 43,859 | $65.0K | 0.02% | +1,681+4.0% | Added |
| Coastal Bridge Advisors, LLC | 45,722 | $68.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 48,134 | $71.0K | 0.00% | +45,060+1,465.8% | Added |
| Rhumbline Advisers | 51,752 | $77.0K | 0.00% | +2,785+5.7% | Added |
| Morgan Stanley | 61,384 | $91.0K | 0.00% | −299,940−83.0% | Reduced |
| Zazove Associates LLC | 84,944 | $126.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 104,357 | $155.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 135,273 | $200.0K | 0.00% | −30,084−18.2% | Reduced |
| Renaissance Technologies LLC | 148,600 | $220.0K | 0.00% | +15,500+11.6% | Added |
| Invesco Ltd. | 161,538 | $239.0K | 0.00% | −56,017−25.7% | Reduced |
| Bank of New York Mellon Corp | 209,333 | $309.0K | 0.00% | +13,089+6.7% | Added |
| Nuveen Asset Management, LLC | 291,005 | $430.0K | 0.00% | −520.0% | Reduced |
| Northern Trust Corp | 394,721 | $584.0K | 0.00% | +106,411+36.9% | Added |
| Millennium Management LLC | 397,883 | $589.0K | 0.00% | +278,423+233.1% | Added |
| Geode Capital Management, LLC | 531,359 | $786.0K | 0.00% | +56,915+12.0% | Added |
| State Street Corp | 553,346 | $819.0K | 0.00% | +35,611+6.9% | Added |
| Long Focus Capital Management, LLC | 846,389 | $1.25M | 0.26% | +121,389+16.7% | Added |
| BlackRock Inc. | 1,697,468 | $2.51M | 0.00% | +54,132+3.3% | Added |
| Vanguard Group Inc | 2,024,170 | $3.00M | 0.00% | +1,031,579+103.9% | Added |
| Adage Capital Partners GP, L.L.C. | 3,033,416 | $4.49M | 0.01% | +33,433+1.1% | Added |
| Cooperman Leon G | 5,200,000 | $7.70M | 0.54% | 00.0% | Unchanged |
| Blackstone Group Inc. | 21,716,405 | $32.1M | 0.12% | −97,429−0.4% | Reduced |
| Hawkeye Capital Management, LLC | 0 | $0 | 0.00% | −398,388−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −351,377−100.0% | Sold out |
| Kawa Capital Management, Inc | 0 | $0 | 0.00% | −381,222−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −32,549−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −15,858−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,758−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,671−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −7,065−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |