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, 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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 446 | $12.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 484 | $13.6K | 0.00% | +354+272.3% | Added |
| Citigroup Inc | 651 | $18.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $28.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,858 | $52.2K | 0.00% | +1,858 | New |
| Bank of America Corp | 2,306 | $64.8K | 0.00% | +2,242+3,503.1% | Added |
| Citadel Advisors LLC | 3,457 | $97.2K | 0.00% | +3,457 | New |
| UBS Group AG | 4,045 | $113.7K | 0.00% | +3,724+1,160.1% | Added |
| Morgan Stanley | 4,195 | $118.0K | 0.00% | +2,939+234.0% | Added |
| Centiva Capital, LP | 7,128 | $200.4K | 0.01% | +7,128 | New |
| Stifel Financial Corp | 7,268 | $204.4K | 0.00% | +7,268 | New |
| XTX Topco Ltd | 7,587 | $213.3K | 0.02% | +7,587 | New |
| Marshall Wace, LLP | 9,844 | $276.8K | 0.00% | +9,844 | New |
| Omers Administration Corp | 11,300 | $317.8K | 0.00% | +11,300 | New |
| O'Shaughnessy Asset Management, LLC | 13,122 | $369.0K | 0.00% | +13,122 | New |
| Northern Trust Corp | 17,041 | $479.2K | 0.00% | +17,041 | New |
| Barclays PLC | 17,500 | $492.1K | 0.00% | +17,500 | New |
| Citizens Financial Group Inc | 20,000 | $562.4K | 0.01% | +20,000 | New |
| Integrated Wealth Concepts LLC | 22,400 | $629.9K | 0.01% | +22,400 | New |
| American Century Companies Inc | 27,762 | $780.7K | 0.00% | +27,762 | New |
| BlackRock, Inc. | 27,897 | $784.5K | 0.00% | +13,508+93.9% | Added |
| Nkcfo LLC | 29,000 | $815.0K | 0.36% | +29,000 | New |
| State Street Corp | 29,180 | $820.5K | 0.00% | +29,180 | New |
| Goldman Sachs Group Inc | 30,369 | $854.0K | 0.00% | +30,369 | New |
| Arrowstreet Capital, Limited Partnership | 34,989 | $983.9K | 0.00% | +34,989 | New |
| Qube Research & Technologies Ltd | 37,496 | $1.05M | 0.00% | +23,661+171.0% | Added |
| Millennium Management LLC | 49,415 | $1.39M | 0.00% | +6,132+14.2% | Added |
| Brigade Capital Management, LP | 57,000 | $1.59M | 3.07% | +57,000 | New |
| Geode Capital Management, LLC | 79,123 | $2.23M | 0.00% | +2,207+2.9% | Added |
| Renaissance Technologies LLC | 89,495 | $2.52M | 0.00% | +76,719+600.5% | Added |
| RBF Capital, LLC | 93,000 | $2.62M | 0.14% | −5,065−5.2% | Reduced |
| Bastion Asset Management Inc. | 186,990 | $4.85M | 3.22% | +186,990 | New |
| Vanguard Group Inc | 286,624 | $8.06M | 0.00% | +81,829+40.0% | Added |
| Cooperman Leon G | 1,081,495 | $30.4M | 1.15% | +31,480+3.0% | Added |
| Blackstone Group Inc. | 3,192,284 | $89.8M | 0.42% | 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 |