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, Q2 2024
Institutional positions in Finance of America Companies Inc. as of Jun 30, 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
- 51
- +3 vs. Q1 2024
- Shares held
- 50.0M
- −1.34M (−2.6%) vs. Q1 2024
- Total value
- $24.7M
- −$13.1M (−34.7%) vs. Q1 2024
- New holders
- 20
- 10 more added
- Sold out
- 17
- 15 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 31,922,852 | $15.7M | 0.07% | −172,491−0.5% | Reduced |
| Cooperman Leon G | 6,645,798 | $3.28M | 0.14% | +645,798+10.8% | Added |
| Adage Capital Partners GP, L.L.C. | 3,342,883 | $1.65M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,927,234 | $949.9K | 0.00% | −266,316−12.1% | Reduced |
| Long Focus Capital Management, LLC | 1,104,348 | $544.3K | 0.06% | 00.0% | Unchanged |
| RBF Capital, LLC | 937,373 | $462.0K | 0.03% | +937,373 | New |
| Millennium Management LLC | 583,480 | $287.6K | 0.00% | +583,480 | New |
| Goldman Sachs Group Inc | 527,126 | $259.8K | 0.00% | +501,328+1,943.3% | Added |
| Geode Capital Management, LLC | 416,801 | $205.5K | 0.00% | −488,809−54.0% | Reduced |
| Northern Trust Corp | 408,995 | $201.6K | 0.00% | −17,274−4.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 253,663 | $125.0K | 0.01% | +253,663 | New |
| Susquehanna International Group, LLP | 249,796 | $123.1K | 0.00% | +249,796 | New |
| Jane Street Group, LLC | 203,196 | $100.2K | 0.00% | +184,932+1,012.5% | Added |
| BlackRock Inc. | 171,024 | $84.3K | 0.00% | −2,647,121−93.9% | Reduced |
| Citadel Advisors LLC | 125,560 | $61.9K | 0.00% | +125,560 | New |
| Renaissance Technologies LLC | 112,500 | $55.5K | 0.00% | +3,000+2.7% | Added |
| Centiva Capital, LP | 110,600 | $54.5K | 0.00% | +110,600 | New |
| HighTower Advisors, LLC | 97,528 | $48.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 93,052 | $45.9K | 0.00% | −672,797−87.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 86,632 | $42.7K | 0.01% | +86,632 | New |
| AQR Capital Management LLC | 83,703 | $41.3K | 0.00% | +83,703 | New |
| Morgan Stanley | 71,445 | $35.2K | 0.00% | −29,936−29.5% | Reduced |
| Qube Research & Technologies Ltd | 64,250 | $31.7K | 0.00% | +64,250 | New |
| Coastal Bridge Advisors, LLC | 45,722 | $22.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 42,562 | $21.0K | 0.00% | +24,991+142.2% | Added |
| Paloma Partners Management Co | 40,887 | $20.2K | 0.00% | +40,887 | New |
| Stifel Financial Corp | 39,331 | $19.4K | 0.00% | −64−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $13.6K | 0.00% | +27,659 | New |
| Tower Research Capital LLC (TRC) | 25,841 | $12.7K | 0.00% | +9,625+59.4% | Added |
| Russell Investments Group, Ltd. | 22,932 | $11.3K | 0.00% | +22,932 | New |
| Rhumbline Advisers | 19,220 | $9.47K | 0.00% | −51,944−73.0% | Reduced |
| Barclays PLC | 18,429 | $9.08K | 0.00% | −19,983−52.0% | Reduced |
| Point72 (DIFC) Ltd | 16,368 | $8.07K | 0.00% | +16,368 | New |
| XTX Topco Ltd | 15,958 | $7.87K | 0.00% | +15,958 | New |
| Stratos Wealth Partners, LTD. | 15,500 | $7.64K | 0.00% | +3,000+24.0% | Added |
| Catalyst Funds Management Pty Ltd | 13,700 | $6.75K | 0.00% | +13,700 | New |
| Bank of New York Mellon Corp | 13,603 | $6.71K | 0.00% | −146,812−91.5% | Reduced |
| Cowen and Company, LLC | 13,148 | $6.48K | 0.00% | −11,852−47.4% | Reduced |
| Balyasny Asset Management LLC | 12,574 | $6.20K | 0.00% | +12,574 | New |
| Cubist Systematic Strategies, LLC | 12,054 | $5.94K | 0.00% | +12,054 | New |
| JPMorgan Chase & Co | 11,575 | $5.71K | 0.00% | −64,762−84.8% | Reduced |
| Ground Swell Capital, LLC | 10,601 | $5.22K | 0.01% | +10,601 | New |
| Wolverine Asset Management LLC | 10,050 | $4.95K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,000 | $4.93K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,825 | $4.83K | 0.00% | −32,209−76.6% | Reduced |
| Royal Bank of Canada | 5,634 | $3.00K | 0.00% | +4,416+362.6% | Added |
| FMR LLC | 6,076 | $3.00K | 0.00% | +3,488+134.8% | Added |
| Macquarie Group Ltd | 2,718 | $1.34K | 0.00% | +2,718 | New |
| CWM, LLC | 1,702 | $1.00K | 0.00% | +1,695+24,214.3% | Added |
| IFP Advisors, Inc | 180 | $89 | 0.00% | +180 | New |
| UBS Group AG | 159 | $78 | 0.00% | −53,609−99.7% | Reduced |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −257,617−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −175,023−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −141,054−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −26,332−100.0% | Sold out |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −18,728−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,306−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −11,748−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −6,067−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −5,007−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |