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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 9 sales; 77 institutions reported holding it in 13F filings for Q2 2026, worth $132.1M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Finance of America Companies Inc. as of Dec 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
48
−7 vs. Q3 2022
Shares held
39.1M
+829.3K (+2.2%) vs. Q3 2022
Total value
$49.6M
−$6.97M (−12.3%) vs. Q3 2022
New holders
3
20 more added
Sold out
10
15 more reduced

Compare with Q3 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 holdersQ4 2022: 48 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 heldQ4 2022: $49.6M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q3 2022.

Institutions holding FOA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.127$00.00%+127New
Credit Suisse AG2$30.00%−218−99.1%Reduced
Citadel Advisors LLC2$30.00%+2New
Ellevest, Inc.512$6500.00%+430+524.4%Added
FMR LLC1,218$1.55K0.00%−1,629−57.2%Reduced
Legal & General Group Plc3,155$4.01K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,618$4.63K0.00%00.0%Unchanged
Amalgamated Bank3,993$5.00K0.00%00.0%Unchanged
Royal Bank of Canada5,882$8.00K0.00%+5,410+1,146.2%Added
Citigroup Inc6,659$8.46K0.00%−2,730−29.1%Reduced
Tower Research Capital LLC (TRC)8,001$10.0K0.00%+569+7.7%Added
Northwestern Mutual Wealth Management Co10,000$12.7K0.00%00.0%Unchanged
Barclays PLC10,532$13.4K0.00%+8,886+539.9%Added
Wolverine Trading, LLC10,858$14.0K0.00%−3,091−22.2%Reduced
UBS Group AG12,640$16.1K0.00%+10,595+518.1%Added
Ionic Capital Management LLC14,379$18.3K0.01%−29,480−67.2%Reduced
New York State Common Retirement Fund14,850$18.9K0.00%00.0%Unchanged
Wolverine Asset Management LLC15,650$19.9K0.00%−5,200−24.9%Reduced
California State Teachers Retirement System15,658$19.9K0.00%+334+2.2%Added
SG Americas Securities, LLC16,479$21.0K0.00%−1,364−7.6%Reduced
American International Group, Inc.18,553$23.6K0.00%+121+0.7%Added
Susquehanna International Group, LLP24,702$31.4K0.00%−3,876−13.6%Reduced
Capstone Financial Advisors, Inc.25,000$31.8K0.00%00.0%Unchanged
Deutsche Bank AG25,065$31.8K0.00%+260+1.0%Added
JPMorgan Chase & Co27,626$35.0K0.00%+5,869+27.0%Added
Jane Street Group, LLC27,701$35.2K0.00%+27,701New
Goldman Sachs Group Inc30,249$38.4K0.00%+5,448+22.0%Added
Cowen and Company, LLC30,575$38.8K0.00%00.0%Unchanged
Coastal Bridge Advisors, LLC45,722$58.1K0.02%00.0%Unchanged
Rhumbline Advisers55,700$71.0K0.00%+3,948+7.6%Added
Morgan Stanley59,681$75.8K0.00%−1,703−2.8%Reduced
Bank of America Corp66,571$84.5K0.00%+38,246+135.0%Added
Charles Schwab Investment Management Inc104,357$132.5K0.00%00.0%Unchanged
Bank of New York Mellon Corp106,143$134.8K0.00%−103,190−49.3%Reduced
Zazove Associates LLC106,144$135.0K0.01%+21,200+25.0%Added
Raymond James Financial Services Advisors, Inc.110,473$140.3K0.00%−24,800−18.3%Reduced
Renaissance Technologies LLC139,900$178.0K0.00%−8,700−5.9%Reduced
Nuveen Asset Management, LLC257,617$327.0K0.00%−33,388−11.5%Reduced
Northern Trust Corp395,117$501.8K0.00%+396+0.1%Added
Millennium Management LLC500,000$635.0K0.00%+102,117+25.7%Added
State Street Corp540,990$687.1K0.00%−12,356−2.2%Reduced
Geode Capital Management, LLC588,048$746.0K0.00%+56,689+10.7%Added
Long Focus Capital Management, LLC1,026,389$1.30M0.21%+180,000+21.3%Added
BlackRock Inc.1,813,449$2.30M0.00%+115,981+6.8%Added
Vanguard Group Inc1,965,225$2.50M0.00%−58,945−2.9%Reduced
Adage Capital Partners GP, L.L.C.3,538,798$4.49M0.01%+505,382+16.7%Added
Cooperman Leon G5,570,045$7.07M0.44%+370,045+7.1%Added
Blackstone Group Inc.21,716,405$27.6M0.11%00.0%Unchanged
Invesco Ltd.0$00.00%−161,538−100.0%Sold out
Group One Trading, L.P.0$00.00%−48,134−100.0%Sold out
Mariner, LLC0$00.00%−34,465−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−29,026−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−21,800−100.0%Sold out
Squarepoint Ops LLC0$00.00%−21,069−100.0%Sold out
Virtu Financial LLC0$00.00%−17,885−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−5,034−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−784−100.0%Sold out
Wells Fargo & Company0$00.00%−76−100.0%Sold out