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, 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 |
|---|---|---|---|---|---|
| UBS Group AG | 159 | $78 | 0.00% | −53,609−99.7% | Reduced |
| IFP Advisors, Inc | 180 | $89 | 0.00% | +180 | New |
| CWM, LLC | 1,702 | $1.00K | 0.00% | +1,695+24,214.3% | Added |
| Macquarie Group Ltd | 2,718 | $1.34K | 0.00% | +2,718 | New |
| FMR LLC | 6,076 | $3.00K | 0.00% | +3,488+134.8% | Added |
| Royal Bank of Canada | 5,634 | $3.00K | 0.00% | +4,416+362.6% | Added |
| Bank of America Corp | 9,825 | $4.83K | 0.00% | −32,209−76.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,000 | $4.93K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,050 | $4.95K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 10,601 | $5.22K | 0.01% | +10,601 | New |
| JPMorgan Chase & Co | 11,575 | $5.71K | 0.00% | −64,762−84.8% | Reduced |
| Cubist Systematic Strategies, LLC | 12,054 | $5.94K | 0.00% | +12,054 | New |
| Balyasny Asset Management LLC | 12,574 | $6.20K | 0.00% | +12,574 | New |
| Cowen and Company, LLC | 13,148 | $6.48K | 0.00% | −11,852−47.4% | Reduced |
| Bank of New York Mellon Corp | 13,603 | $6.71K | 0.00% | −146,812−91.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 13,700 | $6.75K | 0.00% | +13,700 | New |
| Stratos Wealth Partners, LTD. | 15,500 | $7.64K | 0.00% | +3,000+24.0% | Added |
| XTX Topco Ltd | 15,958 | $7.87K | 0.00% | +15,958 | New |
| Point72 (DIFC) Ltd | 16,368 | $8.07K | 0.00% | +16,368 | New |
| Barclays PLC | 18,429 | $9.08K | 0.00% | −19,983−52.0% | Reduced |
| Rhumbline Advisers | 19,220 | $9.47K | 0.00% | −51,944−73.0% | Reduced |
| Russell Investments Group, Ltd. | 22,932 | $11.3K | 0.00% | +22,932 | New |
| Tower Research Capital LLC (TRC) | 25,841 | $12.7K | 0.00% | +9,625+59.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $13.6K | 0.00% | +27,659 | New |
| Stifel Financial Corp | 39,331 | $19.4K | 0.00% | −64−0.2% | Reduced |
| Paloma Partners Management Co | 40,887 | $20.2K | 0.00% | +40,887 | New |
| Citigroup Inc | 42,562 | $21.0K | 0.00% | +24,991+142.2% | Added |
| Coastal Bridge Advisors, LLC | 45,722 | $22.5K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 64,250 | $31.7K | 0.00% | +64,250 | New |
| Morgan Stanley | 71,445 | $35.2K | 0.00% | −29,936−29.5% | Reduced |
| AQR Capital Management LLC | 83,703 | $41.3K | 0.00% | +83,703 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 86,632 | $42.7K | 0.01% | +86,632 | New |
| State Street Corp | 93,052 | $45.9K | 0.00% | −672,797−87.8% | Reduced |
| HighTower Advisors, LLC | 97,528 | $48.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 110,600 | $54.5K | 0.00% | +110,600 | New |
| Renaissance Technologies LLC | 112,500 | $55.5K | 0.00% | +3,000+2.7% | Added |
| Citadel Advisors LLC | 125,560 | $61.9K | 0.00% | +125,560 | New |
| BlackRock Inc. | 171,024 | $84.3K | 0.00% | −2,647,121−93.9% | Reduced |
| Jane Street Group, LLC | 203,196 | $100.2K | 0.00% | +184,932+1,012.5% | Added |
| Susquehanna International Group, LLP | 249,796 | $123.1K | 0.00% | +249,796 | New |
| Y-Intercept (Hong Kong) Ltd | 253,663 | $125.0K | 0.01% | +253,663 | New |
| Northern Trust Corp | 408,995 | $201.6K | 0.00% | −17,274−4.1% | Reduced |
| Geode Capital Management, LLC | 416,801 | $205.5K | 0.00% | −488,809−54.0% | Reduced |
| Goldman Sachs Group Inc | 527,126 | $259.8K | 0.00% | +501,328+1,943.3% | Added |
| Millennium Management LLC | 583,480 | $287.6K | 0.00% | +583,480 | New |
| RBF Capital, LLC | 937,373 | $462.0K | 0.03% | +937,373 | New |
| Long Focus Capital Management, LLC | 1,104,348 | $544.3K | 0.06% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,927,234 | $949.9K | 0.00% | −266,316−12.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 3,342,883 | $1.65M | 0.00% | 00.0% | Unchanged |
| Cooperman Leon G | 6,645,798 | $3.28M | 0.14% | +645,798+10.8% | Added |
| Blackstone Group Inc. | 31,922,852 | $15.7M | 0.07% | −172,491−0.5% | 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 |