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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, Q3 2024

Institutional positions in Finance of America Companies Inc. as of Sep 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
23
−27 vs. Q2 2024
Shares held
4.83M
−153.8K (−3.1%) vs. Q2 2024Converted for a 1-for-10 split
Total value
$55.9M
+$31.3M (+127.5%) vs. Q2 2024
New holders
5
8 more added
Sold out
32
6 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 23 institutions
Q1 2021: 0 institutionsQ2 2021: 61 institutionsQ3 2021: 55 institutionsQ4 2021: 69 institutionsQ1 2022: 67 institutionsQ2 2022: 66 institutionsQ3 2022: 55 institutionsQ4 2022: 48 institutionsQ1 2023: 46 institutionsQ2 2023: 46 institutionsQ3 2023: 45 institutionsQ4 2023: 47 institutionsQ1 2024: 48 institutionsQ2 2024: 51 institutionsQ3 2024: 23 institutionsQ4 2024: 36 institutionsQ1 2025: 46 institutionsQ2 2025: 59 institutionsQ3 2025: 72 institutionsQ4 2025: 67 institutionsQ1 2026: 71 institutionsQ2 2026: 77 institutions
Value heldQ3 2024: $55.9M
Q1 2021: $0Q2 2021: $774.1MQ3 2021: $471.0MQ4 2021: $370.6MQ1 2022: $271.5MQ2 2022: $59.7MQ3 2022: $56.6MQ4 2022: $49.6MQ1 2023: $61.6MQ2 2023: $97.6MQ3 2023: $65.2MQ4 2023: $56.7MQ1 2024: $37.7MQ2 2024: $24.7MQ3 2024: $55.9MQ4 2024: $153.8MQ1 2025: $136.3MQ2 2025: $157.7MQ3 2025: $159.7MQ4 2025: $142.3MQ1 2026: $75.7MQ2 2026: $132.1M
Institutions holding FOA and their total value by quarter
QuarterHoldersValue
Q2 202677$132.1M
Q1 202671$75.7M
Q4 202567$142.3M
Q3 202572$159.7M
Q2 202559$157.7M
Q1 202546$136.3M
Q4 202436$153.8M
Q3 202423$55.9M
Q2 202451$24.7M
Q1 202448$37.7M
Q4 202347$56.7M
Q3 202345$65.2M
Q2 202346$97.6M
Q1 202346$61.6M
Q4 202248$49.6M
Q3 202255$56.6M
Q2 202266$59.7M
Q1 202267$271.5M
Q4 202169$370.6M
Q3 202155$471.0M
Q2 202161$774.1M
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q2 2024.

Institutions holding FOA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Blackstone Group Inc.3,192,284$36.9M0.17%00.0%UnchangedConverted for a 1-for-10 split
Cooperman Leon G1,050,015$12.1M0.52%+385,435+58.0%AddedConverted for a 1-for-10 split
Vanguard Group Inc204,795$2.37M0.00%+12,072+6.3%AddedConverted for a 1-for-10 split
Long Focus Capital Management, LLC110,434$1.28M0.11%00.0%UnchangedConverted for a 1-for-10 split
RBF Capital, LLC98,065$1.13M0.06%+4,328+4.6%AddedConverted for a 1-for-10 split
Geode Capital Management, LLC76,916$890.0K0.00%+35,236+84.5%AddedConverted for a 1-for-10 split
Millennium Management LLC43,283$500.8K0.00%−15,065−25.8%ReducedConverted for a 1-for-10 split
BlackRock, Inc.14,389$166.5K0.00%+14,389New
Qube Research & Technologies Ltd13,835$160.1K0.00%+7,410+115.3%AddedConverted for a 1-for-10 split
Renaissance Technologies LLC12,776$147.8K0.00%+1,526+13.6%AddedConverted for a 1-for-10 split
Tower Research Capital LLC (TRC)6,954$80.5K0.00%+4,370+169.1%AddedConverted for a 1-for-10 split
Catalyst Funds Management Pty Ltd1,370$15.9K0.00%00.0%UnchangedConverted for a 1-for-10 split
Morgan Stanley1,256$14.5K0.00%−5,889−82.4%ReducedConverted for a 1-for-10 split
Northwestern Mutual Wealth Management Co1,000$11.6K0.00%00.0%UnchangedConverted for a 1-for-10 split
Citigroup Inc651$7.53K0.00%−3,605−84.7%ReducedConverted for a 1-for-10 split
FMR LLC446$5.16K0.00%−162−26.6%ReducedConverted for a 1-for-10 split
Simplex Trading, LLC461$5.00K0.00%+461New
UBS Group AG321$3.71K0.00%+305+1,918.9%AddedConverted for a 1-for-10 split
JPMorgan Chase & Co130$1.50K0.00%−1,028−88.8%ReducedConverted for a 1-for-10 split
Bank of America Corp64$7400.00%−919−93.5%ReducedConverted for a 1-for-10 split
SRS Capital Advisors, Inc.48$5560.00%+48New
Strategic Investment Solutions, Inc.10$1160.00%+10New
Farther Finance Advisors, LLC1$120.00%+1New
Adage Capital Partners GP, L.L.C.0$00.00%−334,288−100.0%Sold outConverted for a 1-for-10 split
Goldman Sachs Group Inc0$00.00%−52,713−100.0%Sold outConverted for a 1-for-10 split
Northern Trust Corp0$00.00%−40,900−100.0%Sold outConverted for a 1-for-10 split
Y-Intercept (Hong Kong) Ltd0$00.00%−25,366−100.0%Sold outConverted for a 1-for-10 split
Susquehanna International Group, LLP0$00.00%−24,980−100.0%Sold outConverted for a 1-for-10 split
Jane Street Group, LLC0$00.00%−20,320−100.0%Sold outConverted for a 1-for-10 split
Citadel Advisors LLC0$00.00%−12,556−100.0%Sold outConverted for a 1-for-10 split
Centiva Capital, LP0$00.00%−11,060−100.0%Sold outConverted for a 1-for-10 split
HighTower Advisors, LLC0$00.00%−9,753−100.0%Sold outConverted for a 1-for-10 split
State Street Corp0$00.00%−9,305−100.0%Sold outConverted for a 1-for-10 split
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−8,663−100.0%Sold outConverted for a 1-for-10 split
AQR Capital Management LLC0$00.00%−8,370−100.0%Sold outConverted for a 1-for-10 split
Coastal Bridge Advisors, LLC0$00.00%−4,572−100.0%Sold outConverted for a 1-for-10 split
Paloma Partners Management Co0$00.00%−4,089−100.0%Sold outConverted for a 1-for-10 split
Stifel Financial Corp0$00.00%−3,933−100.0%Sold outConverted for a 1-for-10 split
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−2,766−100.0%Sold outConverted for a 1-for-10 split
Russell Investments Group, Ltd.0$00.00%−2,293−100.0%Sold outConverted for a 1-for-10 split
Rhumbline Advisers0$00.00%−1,922−100.0%Sold outConverted for a 1-for-10 split
Barclays PLC0$00.00%−1,843−100.0%Sold outConverted for a 1-for-10 split
Point72 (DIFC) Ltd0$00.00%−1,637−100.0%Sold outConverted for a 1-for-10 split
XTX Topco Ltd0$00.00%−1,596−100.0%Sold outConverted for a 1-for-10 split
Stratos Wealth Partners, LTD.0$00.00%−1,550−100.0%Sold outConverted for a 1-for-10 split
Bank of New York Mellon Corp0$00.00%−1,360−100.0%Sold outConverted for a 1-for-10 split
Cowen and Company, LLC0$00.00%−1,315−100.0%Sold outConverted for a 1-for-10 split
Balyasny Asset Management LLC0$00.00%−1,257−100.0%Sold outConverted for a 1-for-10 split
Cubist Systematic Strategies, LLC0$00.00%−1,205−100.0%Sold outConverted for a 1-for-10 split
Ground Swell Capital, LLC0$00.00%−1,060−100.0%Sold outConverted for a 1-for-10 split
Wolverine Asset Management LLC0$00.00%−1,005−100.0%Sold outConverted for a 1-for-10 split
Royal Bank of Canada0$00.00%−563−100.0%Sold outConverted for a 1-for-10 split
Macquarie Group Ltd0$00.00%−272−100.0%Sold outConverted for a 1-for-10 split
CWM, LLC0$00.00%−170−100.0%Sold outConverted for a 1-for-10 split
IFP Advisors, Inc0$00.00%−18−100.0%Sold outConverted for a 1-for-10 split
BlackRock Inc.––––Not filed