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, Q4 2023
Institutional positions in Finance of America Companies Inc. as of Dec 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
- 47
- +2 vs. Q3 2023
- Shares held
- 51.6M
- +607.0K (+1.2%) vs. Q3 2023
- Total value
- $56.7M
- −$8.51M (−13.0%) vs. Q3 2023
- New holders
- 5
- 18 more added
- Sold out
- 3
- 13 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 32,123,962 | $35.3M | 0.16% | +7,7410.0% | Added |
| Cooperman Leon G | 6,000,000 | $6.60M | 0.31% | +67,785+1.1% | Added |
| Adage Capital Partners GP, L.L.C. | 3,342,883 | $3.68M | 0.01% | −15,544−0.5% | Reduced |
| BlackRock Inc. | 2,936,279 | $3.23M | 0.00% | +206,059+7.5% | Added |
| Vanguard Group Inc | 2,168,802 | $2.39M | 0.00% | +17,296+0.8% | Added |
| Long Focus Capital Management, LLC | 1,104,348 | $1.21M | 0.16% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 864,741 | $951.3K | 0.00% | +4,910+0.6% | Added |
| State Street Corp | 769,499 | $846.4K | 0.00% | −2,000−0.3% | Reduced |
| Northern Trust Corp | 448,298 | $493.1K | 0.00% | −21,235−4.5% | Reduced |
| Nuveen Asset Management, LLC | 257,617 | $283.4K | 0.00% | +6,273+2.5% | Added |
| Morgan Stanley | 197,081 | $216.8K | 0.00% | +88,216+81.0% | Added |
| Bank of New York Mellon Corp | 147,057 | $161.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 141,054 | $155.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 114,110 | $125.5K | 0.00% | +21,671+23.4% | Added |
| Renaissance Technologies LLC | 113,800 | $125.0K | 0.00% | −13,300−10.5% | Reduced |
| HighTower Advisors, LLC | 97,528 | $107.0K | 0.00% | +97,528 | New |
| Barclays PLC | 73,898 | $81.3K | 0.00% | +63,585+616.6% | Added |
| UBS Group AG | 71,652 | $78.8K | 0.00% | +40,281+128.4% | Added |
| Rhumbline Advisers | 70,195 | $77.2K | 0.00% | +3,590+5.4% | Added |
| Jane Street Group, LLC | 65,138 | $71.7K | 0.00% | +44,847+221.0% | Added |
| JPMorgan Chase & Co | 63,855 | $70.2K | 0.00% | +27,855+77.4% | Added |
| Coastal Bridge Advisors, LLC | 45,722 | $50.3K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 39,416 | $43.4K | 0.00% | +39,416 | New |
| Goldman Sachs Group Inc | 38,683 | $42.6K | 0.00% | −50,857−56.8% | Reduced |
| SG Americas Securities, LLC | 29,226 | $32.0K | 0.00% | +3,173+12.2% | Added |
| American International Group, Inc. | 26,557 | $29.2K | 0.00% | −108−0.4% | Reduced |
| Cowen and Company, LLC | 25,000 | $27.5K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 25,000 | $27.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,501 | $21.5K | 0.00% | +19,501 | New |
| Royal Bank of Canada | 18,855 | $21.0K | 0.00% | +9,596+103.6% | Added |
| Wells Fargo & Company | 16,309 | $17.9K | 0.00% | +3,243+24.8% | Added |
| New York State Common Retirement Fund | 14,850 | $16.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 14,586 | $16.0K | 0.00% | +7,424+103.7% | Added |
| State Board of Administration of Florida Retirement System | 13,881 | $15.3K | 0.00% | +13,881 | New |
| Price T Rowe Associates Inc | 11,748 | $13.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 11,316 | $12.4K | 0.00% | +11,316 | New |
| Wolverine Asset Management LLC | 10,050 | $11.1K | 0.00% | −1,100−9.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,000 | $11.0K | 0.00% | −10,397−51.0% | Reduced |
| California State Teachers Retirement System | 8,794 | $9.67K | 0.00% | −2,995−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,639 | $9.50K | 0.00% | +807+10.3% | Added |
| Legal & General Group Plc | 5,007 | $5.56K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,928 | $3.00K | 0.00% | −189−6.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,618 | $2.88K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,966 | $2.16K | 0.00% | −629−24.2% | Reduced |
| FMR LLC | 1,181 | $1.30K | 0.00% | −1,015−46.2% | Reduced |
| Raffa Wealth Management, LLC | 1,049 | $1.15K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $110 | 0.00% | −6,200−98.4% | Reduced |
| Weaver Consulting Group | 0 | $0 | 0.00% | −46,029−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,274−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,081−100.0% | Sold out |