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