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, Q4 2024
Institutional positions in Finance of America Companies Inc. as of Dec 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
- 36
- +13 vs. Q3 2024
- Shares held
- 5.48M
- +654.2K (+13.5%) vs. Q3 2024
- Total value
- $153.8M
- +$97.9M (+175.2%) vs. Q3 2024
- New holders
- 19
- 11 more added
- Sold out
- 6
- 1 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 3,192,284 | $89.8M | 0.42% | 00.0% | Unchanged |
| Cooperman Leon G | 1,081,495 | $30.4M | 1.15% | +31,480+3.0% | Added |
| Vanguard Group Inc | 286,624 | $8.06M | 0.00% | +81,829+40.0% | Added |
| Bastion Asset Management Inc. | 186,990 | $4.85M | 3.22% | +186,990 | New |
| RBF Capital, LLC | 93,000 | $2.62M | 0.14% | −5,065−5.2% | Reduced |
| Renaissance Technologies LLC | 89,495 | $2.52M | 0.00% | +76,719+600.5% | Added |
| Geode Capital Management, LLC | 79,123 | $2.23M | 0.00% | +2,207+2.9% | Added |
| Brigade Capital Management, LP | 57,000 | $1.59M | 3.07% | +57,000 | New |
| Millennium Management LLC | 49,415 | $1.39M | 0.00% | +6,132+14.2% | Added |
| Qube Research & Technologies Ltd | 37,496 | $1.05M | 0.00% | +23,661+171.0% | Added |
| Arrowstreet Capital, Limited Partnership | 34,989 | $983.9K | 0.00% | +34,989 | New |
| Goldman Sachs Group Inc | 30,369 | $854.0K | 0.00% | +30,369 | New |
| State Street Corp | 29,180 | $820.5K | 0.00% | +29,180 | New |
| Nkcfo LLC | 29,000 | $815.0K | 0.36% | +29,000 | New |
| BlackRock, Inc. | 27,897 | $784.5K | 0.00% | +13,508+93.9% | Added |
| American Century Companies Inc | 27,762 | $780.7K | 0.00% | +27,762 | New |
| Integrated Wealth Concepts LLC | 22,400 | $629.9K | 0.01% | +22,400 | New |
| Citizens Financial Group Inc | 20,000 | $562.4K | 0.01% | +20,000 | New |
| Barclays PLC | 17,500 | $492.1K | 0.00% | +17,500 | New |
| Northern Trust Corp | 17,041 | $479.2K | 0.00% | +17,041 | New |
| O'Shaughnessy Asset Management, LLC | 13,122 | $369.0K | 0.00% | +13,122 | New |
| Omers Administration Corp | 11,300 | $317.8K | 0.00% | +11,300 | New |
| Marshall Wace, LLP | 9,844 | $276.8K | 0.00% | +9,844 | New |
| XTX Topco Ltd | 7,587 | $213.3K | 0.02% | +7,587 | New |
| Stifel Financial Corp | 7,268 | $204.4K | 0.00% | +7,268 | New |
| Centiva Capital, LP | 7,128 | $200.4K | 0.01% | +7,128 | New |
| Morgan Stanley | 4,195 | $118.0K | 0.00% | +2,939+234.0% | Added |
| UBS Group AG | 4,045 | $113.7K | 0.00% | +3,724+1,160.1% | Added |
| Citadel Advisors LLC | 3,457 | $97.2K | 0.00% | +3,457 | New |
| Bank of America Corp | 2,306 | $64.8K | 0.00% | +2,242+3,503.1% | Added |
| National Bank of Canada | 1,858 | $52.2K | 0.00% | +1,858 | New |
| Northwestern Mutual Wealth Management Co | 1,000 | $28.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 651 | $18.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 484 | $13.6K | 0.00% | +354+272.3% | Added |
| FMR LLC | 446 | $12.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −110,434−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −6,954−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |