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, Q1 2024
Institutional positions in Finance of America Companies Inc. as of Mar 31, 2024. 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
- 48
- +2 vs. Q4 2023
- Shares held
- 51.3M
- −232.1K (−0.5%) vs. Q4 2023
- Total value
- $37.7M
- −$19.0M (−33.5%) vs. Q4 2023
- New holders
- 5
- 10 more added
- Sold out
- 3
- 18 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amalgamated Bank | 636 | $0 | 0.00% | −2,292−78.3% | Reduced |
| Simplex Trading, LLC | 34 | $0 | 0.00% | +34 | New |
| CWM, LLC | 7 | $0 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 1,049 | $771 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,218 | $1.00K | 0.00% | −17,637−93.5% | Reduced |
| FMR LLC | 2,588 | $1.90K | 0.00% | +1,407+119.1% | Added |
| Ameritas Investment Partners, Inc. | 2,618 | $1.92K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,007 | $3.68K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 6,067 | $4.46K | 0.00% | −2,727−31.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,000 | $7.35K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,050 | $7.39K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,000 | $8.82K | 0.00% | +12,000 | New |
| Price T Rowe Associates Inc | 11,748 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,500 | $9.19K | 0.00% | +12,500 | New |
| New York State Common Retirement Fund | 14,500 | $10.7K | 0.00% | −350−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 16,216 | $11.9K | 0.00% | +7,577+87.7% | Added |
| Citigroup Inc | 17,571 | $12.9K | 0.00% | +2,985+20.5% | Added |
| SG Americas Securities, LLC | 18,306 | $13.0K | 0.00% | −10,920−37.4% | Reduced |
| Jane Street Group, LLC | 18,264 | $13.4K | 0.00% | −46,874−72.0% | Reduced |
| Wells Fargo & Company | 18,728 | $13.8K | 0.00% | +2,419+14.8% | Added |
| Cowen and Company, LLC | 25,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 25,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 25,798 | $19.0K | 0.00% | −12,885−33.3% | Reduced |
| American International Group, Inc. | 26,332 | $19.4K | 0.00% | −225−0.8% | Reduced |
| Barclays PLC | 38,412 | $28.2K | 0.00% | −35,486−48.0% | Reduced |
| Stifel Financial Corp | 39,395 | $28.9K | 0.00% | −21−0.1% | Reduced |
| Bank of America Corp | 42,034 | $30.9K | 0.00% | −72,076−63.2% | Reduced |
| Coastal Bridge Advisors, LLC | 45,722 | $33.6K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 53,768 | $39.5K | 0.00% | −17,884−25.0% | Reduced |
| Rhumbline Advisers | 71,164 | $52.3K | 0.00% | +969+1.4% | Added |
| JPMorgan Chase & Co | 76,337 | $56.1K | 0.00% | +12,482+19.5% | Added |
| HighTower Advisors, LLC | 97,528 | $72.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 101,381 | $74.5K | 0.00% | −95,700−48.6% | Reduced |
| Renaissance Technologies LLC | 109,500 | $80.0K | 0.00% | −4,300−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 141,054 | $103.7K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 160,415 | $117.9K | 0.00% | +13,358+9.1% | Added |
| Invesco Ltd. | 175,023 | $128.7K | 0.00% | +163,707+1,446.7% | Added |
| Nuveen Asset Management, LLC | 257,617 | $189.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 426,269 | $313.4K | 0.00% | −22,029−4.9% | Reduced |
| State Street Corp | 765,849 | $563.0K | 0.00% | −3,650−0.5% | Reduced |
| Geode Capital Management, LLC | 905,610 | $665.8K | 0.00% | +40,869+4.7% | Added |
| Long Focus Capital Management, LLC | 1,104,348 | $811.8K | 0.09% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,193,550 | $1.61M | 0.00% | +24,748+1.1% | Added |
| BlackRock Inc. | 2,818,145 | $2.07M | 0.00% | −118,134−4.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 3,342,883 | $2.46M | 0.00% | 00.0% | Unchanged |
| Cooperman Leon G | 6,000,000 | $4.41M | 0.18% | 00.0% | Unchanged |
| Blackstone Group Inc. | 32,095,343 | $23.6M | 0.10% | −28,619−0.1% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,501−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −13,881−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |