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