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, Q3 2023
Institutional positions in Finance of America Companies Inc. as of Sep 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
- 45
- −1 vs. Q2 2023
- Shares held
- 51.0M
- −137.1K (−0.3%) vs. Q2 2023
- Total value
- $65.2M
- −$32.4M (−33.2%) vs. Q2 2023
- New holders
- 4
- 14 more added
- Sold out
- 5
- 13 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 32,116,221 | $41.1M | 0.18% | −30,820−0.1% | Reduced |
| Cooperman Leon G | 5,932,215 | $7.59M | 0.40% | +67,703+1.2% | Added |
| Adage Capital Partners GP, L.L.C. | 3,358,427 | $4.30M | 0.01% | −43,346−1.3% | Reduced |
| BlackRock Inc. | 2,730,220 | $3.49M | 0.00% | +22,388+0.8% | Added |
| Vanguard Group Inc | 2,151,506 | $2.75M | 0.00% | +29,152+1.4% | Added |
| Long Focus Capital Management, LLC | 1,104,348 | $1.41M | 0.20% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 859,831 | $1.10M | 0.00% | −10,867−1.2% | Reduced |
| State Street Corp | 771,499 | $987.5K | 0.00% | +7,709+1.0% | Added |
| Northern Trust Corp | 469,533 | $601.0K | 0.00% | +3,810+0.8% | Added |
| Nuveen Asset Management, LLC | 251,344 | $321.7K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 147,057 | $188.2K | 0.00% | +5,408+3.8% | Added |
| Charles Schwab Investment Management Inc | 141,054 | $180.5K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 127,100 | $163.0K | 0.00% | −5,300−4.0% | Reduced |
| Morgan Stanley | 108,865 | $139.3K | 0.00% | −25,136−18.8% | Reduced |
| Bank of America Corp | 92,439 | $118.3K | 0.00% | +22,715+32.6% | Added |
| Goldman Sachs Group Inc | 89,540 | $114.6K | 0.00% | +27,174+43.6% | Added |
| Rhumbline Advisers | 66,605 | $85.2K | 0.00% | −137,017−67.3% | Reduced |
| Weaver Consulting Group | 46,029 | $58.9K | 0.03% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 45,722 | $58.5K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 36,000 | $46.1K | 0.00% | −10,171−22.0% | Reduced |
| UBS Group AG | 31,371 | $40.2K | 0.00% | −5,158−14.1% | Reduced |
| American International Group, Inc. | 26,665 | $34.1K | 0.00% | +948+3.7% | Added |
| SG Americas Securities, LLC | 26,053 | $33.0K | 0.00% | +26,053 | New |
| Cowen and Company, LLC | 25,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 25,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,397 | $26.1K | 0.00% | +10,397+104.0% | Added |
| Jane Street Group, LLC | 20,291 | $26.0K | 0.00% | +20,291 | New |
| HRT Financial LP | 16,274 | $20.0K | 0.00% | +16,274 | New |
| New York State Common Retirement Fund | 14,850 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,066 | $16.7K | 0.00% | −7,181−35.5% | Reduced |
| Price T Rowe Associates Inc | 11,748 | $16.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 11,789 | $15.1K | 0.00% | −5,984−33.7% | Reduced |
| Wolverine Asset Management LLC | 11,150 | $14.3K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,081 | $14.0K | 0.00% | +11,081 | New |
| Barclays PLC | 10,313 | $13.2K | 0.00% | −404−3.8% | Reduced |
| Royal Bank of Canada | 9,259 | $11.0K | 0.00% | +2,713+41.4% | Added |
| Strategic Investment Solutions, Inc. | 6,300 | $10.4K | 0.00% | +6,200+6,200.0% | Added |
| Tower Research Capital LLC (TRC) | 7,832 | $10.0K | 0.00% | +2,705+52.8% | Added |
| Citigroup Inc | 7,162 | $9.17K | 0.00% | −15,885−68.9% | Reduced |
| Legal & General Group Plc | 5,007 | $6.41K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,618 | $3.35K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,595 | $3.32K | 0.00% | +1,421+121.0% | Added |
| FMR LLC | 2,196 | $2.81K | 0.00% | −2,539−53.6% | Reduced |
| Raffa Wealth Management, LLC | 1,049 | $1.34K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 0 | $0 | 0.00% | −35,742−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −34,903−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,280−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −23,100−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |