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, Q1 2025
Institutional positions in Finance of America Companies Inc. as of Mar 31, 2025. 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
- 46
- +10 vs. Q4 2024
- Shares held
- 6.40M
- +916.9K (+16.7%) vs. Q4 2024
- Total value
- $136.3M
- −$17.4M (−11.3%) vs. Q4 2024
- New holders
- 14
- 19 more added
- Sold out
- 4
- 8 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 3,192,284 | $67.9M | 0.30% | 00.0% | Unchanged |
| Cooperman Leon G | 1,202,187 | $25.6M | 1.01% | +120,692+11.2% | Added |
| Beach Point Capital Management LP | 475,882 | $10.1M | 3.59% | +475,882 | New |
| Vanguard Group Inc | 349,783 | $7.44M | 0.00% | +63,159+22.0% | Added |
| Bastion Asset Management Inc. | 219,379 | $4.92M | 2.65% | +32,389+17.3% | Added |
| Millennium Management LLC | 146,014 | $3.10M | 0.00% | +96,599+195.5% | Added |
| RBF Capital, LLC | 93,000 | $1.98M | 0.12% | 00.0% | Unchanged |
| American Century Companies Inc | 85,918 | $1.83M | 0.00% | +58,156+209.5% | Added |
| Geode Capital Management, LLC | 82,243 | $1.75M | 0.00% | +3,120+3.9% | Added |
| Renaissance Technologies LLC | 57,995 | $1.23M | 0.00% | −31,500−35.2% | Reduced |
| Brigade Capital Management, LP | 57,000 | $1.21M | 1.50% | 00.0% | Unchanged |
| State Street Corp | 34,580 | $735.2K | 0.00% | +5,400+18.5% | Added |
| Integrated Wealth Concepts LLC | 34,429 | $732.0K | 0.01% | +12,029+53.7% | Added |
| BlackRock, Inc. | 30,391 | $646.1K | 0.00% | +2,494+8.9% | Added |
| Dimensional Fund Advisors LP | 28,955 | $615.8K | 0.00% | +28,955 | New |
| HRT Financial LP | 26,215 | $557.0K | 0.00% | +26,215 | New |
| Citizens Financial Group Inc | 24,000 | $510.2K | 0.01% | +4,000+20.0% | Added |
| Omers Administration Corp | 23,400 | $497.5K | 0.00% | +12,100+107.1% | Added |
| UBS Group AG | 22,643 | $481.4K | 0.00% | +18,598+459.8% | Added |
| Goldman Sachs Group Inc | 22,396 | $476.1K | 0.00% | −7,973−26.3% | Reduced |
| Marshall Wace, LLP | 21,080 | $448.2K | 0.00% | +11,236+114.1% | Added |
| O'Shaughnessy Asset Management, LLC | 19,838 | $421.8K | 0.00% | +6,716+51.2% | Added |
| XTX Topco Ltd | 19,830 | $421.6K | 0.02% | +12,243+161.4% | Added |
| Jane Street Group, LLC | 19,772 | $420.4K | 0.00% | +19,772 | New |
| Barclays PLC | 17,520 | $372.5K | 0.00% | +20+0.1% | Added |
| Northern Trust Corp | 16,969 | $360.8K | 0.00% | −72−0.4% | Reduced |
| Nkcfo LLC | 13,000 | $276.0K | 0.13% | −16,000−55.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,345 | $262.5K | 0.00% | −22,644−64.7% | Reduced |
| Squarepoint Ops LLC | 11,755 | $249.9K | 0.00% | +11,755 | New |
| Massar Capital Management, LP | 11,000 | $233.9K | 0.28% | +11,000 | New |
| Ritholtz Wealth Management | 10,792 | $229.4K | 0.01% | +10,792 | New |
| Morgan Stanley | 5,860 | $124.6K | 0.00% | +1,665+39.7% | Added |
| Bank of America Corp | 5,399 | $114.8K | 0.00% | +3,093+134.1% | Added |
| Citadel Advisors LLC | 2,512 | $53.4K | 0.00% | −945−27.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,022 | $21.7K | 0.00% | +1,022 | New |
| Northwestern Mutual Wealth Management Co | 1,000 | $21.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 866 | $18.4K | 0.00% | +866 | New |
| FMR LLC | 448 | $9.53K | 0.00% | +2+0.4% | Added |
| Acadian Asset Management LLC | 237 | $5.00K | 0.00% | +237 | New |
| Royal Bank of Canada | 241 | $5.00K | 0.00% | +241 | New |
| Caitong International Asset Management Co., Ltd | 190 | $4.04K | 0.00% | +190 | New |
| Advisor Group Holdings, Inc. | 155 | $3.29K | 0.00% | +155 | New |
| JPMorgan Chase & Co | 48 | $1.02K | 0.00% | −436−90.1% | Reduced |
| Founders Capital Management | 20 | $425 | 0.00% | +20 | New |
| Citigroup Inc | 12 | $255 | 0.00% | −639−98.2% | Reduced |
| Farther Finance Advisors, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −37,496−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −7,268−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,128−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,858−100.0% | Sold out |