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, Q1 2023
Institutional positions in Finance of America Companies Inc. as of Mar 31, 2023. 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
- 46
- −2 vs. Q4 2022
- Shares held
- 49.6M
- +10.6M (+27.1%) vs. Q4 2022
- Total value
- $61.6M
- +$11.9M (+24.1%) vs. Q4 2022
- New holders
- 5
- 19 more added
- Sold out
- 7
- 13 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 32,487,547 | $40.3M | 0.17% | +10,771,142+49.6% | Added |
| Cooperman Leon G | 5,851,574 | $7.26M | 0.44% | +281,529+5.1% | Added |
| Adage Capital Partners GP, L.L.C. | 3,539,798 | $4.39M | 0.01% | +1,0000.0% | Added |
| Vanguard Group Inc | 1,981,696 | $2.46M | 0.00% | +16,471+0.8% | Added |
| BlackRock Inc. | 1,765,478 | $2.19M | 0.00% | −47,971−2.6% | Reduced |
| Long Focus Capital Management, LLC | 1,083,572 | $1.34M | 0.22% | +57,183+5.6% | Added |
| Geode Capital Management, LLC | 590,505 | $732.2K | 0.00% | +2,457+0.4% | Added |
| State Street Corp | 544,490 | $675.2K | 0.00% | +3,500+0.6% | Added |
| Northern Trust Corp | 375,498 | $465.6K | 0.00% | −19,619−5.0% | Reduced |
| Nuveen Asset Management, LLC | 283,188 | $351.0K | 0.00% | +25,571+9.9% | Added |
| Renaissance Technologies LLC | 140,100 | $174.0K | 0.00% | +200+0.1% | Added |
| Zazove Associates LLC | 106,144 | $132.0K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 106,143 | $131.6K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 104,357 | $129.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 94,422 | $117.1K | 0.00% | +34,741+58.2% | Added |
| Rhumbline Advisers | 57,692 | $72.0K | 0.00% | +1,992+3.6% | Added |
| Bank of America Corp | 49,888 | $61.9K | 0.00% | −16,683−25.1% | Reduced |
| Susquehanna International Group, LLP | 47,706 | $59.2K | 0.00% | +23,004+93.1% | Added |
| Weaver Consulting Group | 46,029 | $57.1K | 0.03% | +46,029 | New |
| Coastal Bridge Advisors, LLC | 45,722 | $56.7K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 31,046 | $38.0K | 0.00% | +3,420+12.4% | Added |
| Cowen and Company, LLC | 28,599 | $35.5K | 0.00% | −1,976−6.5% | Reduced |
| Capstone Financial Advisors, Inc. | 25,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 23,940 | $29.7K | 0.00% | −1,125−4.5% | Reduced |
| Barclays PLC | 20,657 | $25.6K | 0.00% | +10,125+96.1% | Added |
| American International Group, Inc. | 18,930 | $23.5K | 0.00% | +377+2.0% | Added |
| Tower Research Capital LLC (TRC) | 18,670 | $23.0K | 0.00% | +10,669+133.3% | Added |
| Jane Street Group, LLC | 18,188 | $22.6K | 0.00% | −9,513−34.3% | Reduced |
| Goldman Sachs Group Inc | 17,703 | $22.0K | 0.00% | −12,546−41.5% | Reduced |
| Bank of Montreal | 13,135 | $19.3K | 0.00% | +13,135 | New |
| Ionic Capital Management LLC | 15,067 | $18.7K | 0.01% | +688+4.8% | Added |
| New York State Common Retirement Fund | 14,850 | $18.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 14,582 | $18.1K | 0.00% | −1,076−6.9% | Reduced |
| SG Americas Securities, LLC | 14,159 | $18.0K | 0.00% | −2,320−14.1% | Reduced |
| UBS Group AG | 14,500 | $18.0K | 0.00% | +1,860+14.7% | Added |
| Wolverine Asset Management LLC | 12,650 | $15.7K | 0.00% | −3,000−19.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,947 | $8.61K | 0.00% | +6,947 | New |
| Citigroup Inc | 6,395 | $7.93K | 0.00% | −264−4.0% | Reduced |
| Amalgamated Bank | 3,117 | $4.00K | 0.00% | −876−21.9% | Reduced |
| Legal & General Group Plc | 3,155 | $3.91K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,618 | $3.25K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,194 | $3.00K | 0.00% | −3,688−62.7% | Reduced |
| FMR LLC | 1,237 | $1.53K | 0.00% | +19+1.6% | Added |
| Strategic Investment Solutions, Inc. | 100 | $124 | 0.00% | +100 | New |
| Nisa Investment Advisors, LLC | 72 | $0 | 0.00% | +72 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −110,473−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,858−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −127−100.0% | Sold out |