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