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, Q2 2023
Institutional positions in Finance of America Companies Inc. as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 51.1M
- +1.47M (+3.0%) vs. Q1 2023
- Total value
- $97.6M
- +$36.1M (+58.6%) vs. Q1 2023
- New holders
- 6
- 23 more added
- Sold out
- 6
- 9 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 32,147,041 | $61.4M | 0.27% | −340,506−1.0% | Reduced |
| Cooperman Leon G | 5,864,512 | $11.2M | 0.61% | +12,938+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 3,401,773 | $6.50M | 0.01% | −138,025−3.9% | Reduced |
| BlackRock Inc. | 2,707,832 | $5.17M | 0.00% | +942,354+53.4% | Added |
| Vanguard Group Inc | 2,122,354 | $4.05M | 0.00% | +140,658+7.1% | Added |
| Long Focus Capital Management, LLC | 1,104,348 | $2.11M | 0.32% | +20,776+1.9% | Added |
| Geode Capital Management, LLC | 870,698 | $1.66M | 0.00% | +280,193+47.4% | Added |
| State Street Corp | 763,790 | $1.46M | 0.00% | +219,300+40.3% | Added |
| Northern Trust Corp | 465,723 | $889.5K | 0.00% | +90,225+24.0% | Added |
| Nuveen Asset Management, LLC | 251,344 | $480.1K | 0.00% | −31,844−11.2% | Reduced |
| Rhumbline Advisers | 203,622 | $388.9K | 0.00% | +145,930+252.9% | Added |
| Bank of New York Mellon Corp | 141,649 | $270.6K | 0.00% | +35,506+33.5% | Added |
| Charles Schwab Investment Management Inc | 141,054 | $269.4K | 0.00% | +36,697+35.2% | Added |
| Morgan Stanley | 134,001 | $255.9K | 0.00% | +39,579+41.9% | Added |
| Renaissance Technologies LLC | 132,400 | $253.0K | 0.00% | −7,700−5.5% | Reduced |
| Bank of America Corp | 69,724 | $133.2K | 0.00% | +19,836+39.8% | Added |
| Goldman Sachs Group Inc | 62,366 | $119.1K | 0.00% | +44,663+252.3% | Added |
| JPMorgan Chase & Co | 46,171 | $88.2K | 0.00% | +15,125+48.7% | Added |
| Weaver Consulting Group | 46,029 | $87.9K | 0.04% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 45,722 | $87.3K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 36,529 | $69.8K | 0.00% | +22,029+151.9% | Added |
| Deutsche Bank AG | 35,742 | $68.3K | 0.00% | +11,802+49.3% | Added |
| Allspring Global Investments Holdings, LLC | 34,903 | $66.7K | 0.00% | +34,903 | New |
| Susquehanna International Group, LLP | 26,280 | $50.2K | 0.00% | −21,426−44.9% | Reduced |
| American International Group, Inc. | 25,717 | $49.1K | 0.00% | +6,787+35.9% | Added |
| Cowen and Company, LLC | 25,000 | $47.8K | 0.00% | −3,599−12.6% | Reduced |
| Capstone Financial Advisors, Inc. | 25,000 | $47.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 23,100 | $44.1K | 0.00% | +23,100 | New |
| Citigroup Inc | 23,047 | $44.0K | 0.00% | +16,652+260.4% | Added |
| Wells Fargo & Company | 20,247 | $38.7K | 0.00% | +13,300+191.4% | Added |
| California State Teachers Retirement System | 17,773 | $33.9K | 0.00% | +3,191+21.9% | Added |
| New York State Common Retirement Fund | 14,850 | $28.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,748 | $23.0K | 0.00% | +11,748 | New |
| Wolverine Asset Management LLC | 11,150 | $21.3K | 0.00% | −1,500−11.9% | Reduced |
| Barclays PLC | 10,717 | $20.5K | 0.00% | −9,940−48.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,546 | $13.0K | 0.00% | +4,352+198.4% | Added |
| Tower Research Capital LLC (TRC) | 5,127 | $9.79K | 0.00% | −13,543−72.5% | Reduced |
| Legal & General Group Plc | 5,007 | $9.56K | 0.00% | +1,852+58.7% | Added |
| FMR LLC | 4,735 | $9.04K | 0.00% | +3,498+282.8% | Added |
| Amalgamated Bank | 3,117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,618 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,423 | $3.00K | 0.00% | +1,423 | New |
| Citadel Advisors LLC | 1,174 | $2.24K | 0.00% | +1,174 | New |
| Raffa Wealth Management, LLC | 1,049 | $2.00K | 0.00% | +1,049 | New |
| Strategic Investment Solutions, Inc. | 100 | $149 | 0.00% | 00.0% | Unchanged |
| Zazove Associates LLC | 0 | $0 | 0.00% | −106,144−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,188−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −13,135−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −15,067−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,159−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |