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