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