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, Q2 2025
Institutional positions in Finance of America Companies Inc. as of Jun 30, 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
- 59
- +13 vs. Q1 2025
- Shares held
- 6.76M
- +361.9K (+5.7%) vs. Q1 2025
- Total value
- $157.7M
- +$21.3M (+15.7%) vs. Q1 2025
- New holders
- 24
- 19 more added
- Sold out
- 11
- 10 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 3,192,284 | $74.4M | 0.33% | 00.0% | Unchanged |
| Cooperman Leon G | 1,275,412 | $29.7M | 1.05% | +73,225+6.1% | Added |
| Beach Point Capital Management LP | 469,390 | $10.9M | 4.66% | −6,492−1.4% | Reduced |
| Vanguard Group Inc | 379,471 | $8.85M | 0.00% | +29,688+8.5% | Added |
| BlackRock, Inc. | 264,806 | $6.18M | 0.00% | +234,415+771.3% | Added |
| Geode Capital Management, LLC | 136,672 | $3.19M | 0.00% | +54,429+66.2% | Added |
| Morgan Stanley | 131,194 | $3.06M | 0.00% | +125,334+2,138.8% | Added |
| Bastion Asset Management Inc. | 99,351 | $2.30M | 1.08% | −120,028−54.7% | Reduced |
| RBF Capital, LLC | 93,000 | $2.17M | 0.11% | 00.0% | Unchanged |
| American Century Companies Inc | 88,554 | $2.07M | 0.00% | +2,636+3.1% | Added |
| State Street Corp | 70,672 | $1.65M | 0.00% | +36,092+104.4% | Added |
| Brigade Capital Management, LP | 57,000 | $1.32M | 1.52% | 00.0% | Unchanged |
| Corient IA LLC | 55,500 | $1.29M | 0.76% | +55,500 | New |
| Dimensional Fund Advisors LP | 44,136 | $1.03M | 0.00% | +15,181+52.4% | Added |
| Bank of America Corp | 42,209 | $984.3K | 0.00% | +36,810+681.8% | Added |
| Northern Trust Corp | 40,850 | $952.6K | 0.00% | +23,881+140.7% | Added |
| UBS Group AG | 35,316 | $823.6K | 0.00% | +12,673+56.0% | Added |
| Integrated Wealth Concepts LLC | 34,429 | $802.9K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 33,387 | $778.6K | 0.00% | −24,608−42.4% | Reduced |
| Citizens Financial Group Inc | 27,000 | $629.6K | 0.01% | +3,000+12.5% | Added |
| Two Sigma Investments, LP | 26,201 | $611.0K | 0.00% | +26,201 | New |
| XTX Topco Ltd | 17,263 | $402.6K | 0.02% | −2,567−12.9% | Reduced |
| Charles Schwab Investment Management Inc | 16,844 | $392.8K | 0.00% | +16,844 | New |
| Citadel Advisors LLC | 15,000 | $349.8K | 0.00% | +12,488+497.1% | Added |
| Gsa Capital Partners LLP | 13,357 | $311.0K | 0.02% | +13,357 | New |
| Goldman Sachs Group Inc | 12,054 | $281.1K | 0.00% | −10,342−46.2% | Reduced |
| Bank of New York Mellon Corp | 11,370 | $265.1K | 0.00% | +11,370 | New |
| Jane Street Group, LLC | 10,999 | $256.5K | 0.00% | −8,773−44.4% | Reduced |
| Group One Trading, L.P. | 9,345 | $217.9K | 0.01% | +9,345 | New |
| Millennium Management LLC | 8,883 | $207.2K | 0.00% | −137,131−93.9% | Reduced |
| Barclays PLC | 7,411 | $172.8K | 0.00% | −10,109−57.7% | Reduced |
| Principal Securities, Inc. | 6,305 | $147.0K | 0.00% | +6,305 | New |
| New York State Common Retirement Fund | 4,400 | $102.6K | 0.00% | +4,400 | New |
| Rhumbline Advisers | 4,364 | $101.8K | 0.00% | +4,364 | New |
| Deutsche Bank AG | 4,037 | $94.1K | 0.00% | +4,037 | New |
| Simplex Trading, LLC | 3,502 | $81.0K | 0.00% | +3,502 | New |
| Wells Fargo & Company | 2,848 | $66.4K | 0.00% | +2,848 | New |
| Quest Partners LLC | 2,740 | $63.9K | 0.01% | +2,740 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,424 | $56.5K | 0.00% | +2,424 | New |
| JPMorgan Chase & Co | 2,098 | $48.9K | 0.00% | +2,050+4,270.8% | Added |
| Caption Management, LLC | 1,746 | $40.7K | 0.00% | +1,746 | New |
| Larson Financial Group LLC | 1,574 | $36.7K | 0.00% | +708+81.8% | Added |
| Citigroup Inc | 1,500 | $35.0K | 0.00% | +1,488+12,400.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $29.2K | 0.00% | +1,251 | New |
| Royal Bank of Canada | 842 | $19.0K | 0.00% | +601+249.4% | Added |
| FMR LLC | 511 | $11.9K | 0.00% | +63+14.1% | Added |
| Northwestern Mutual Wealth Management Co | 500 | $11.7K | 0.00% | −500−50.0% | Reduced |
| Raymond James Financial Inc | 453 | $10.6K | 0.00% | +453 | New |
| Ameritas Investment Partners, Inc. | 453 | $10.6K | 0.00% | +453 | New |
| Caitong International Asset Management Co., Ltd | 447 | $10.4K | 0.01% | +257+135.3% | Added |
| Legal & General Group Plc | 403 | $9.40K | 0.00% | +403 | New |
| California State Teachers Retirement System | 277 | $6.46K | 0.00% | +277 | New |
| Amalgamated Bank | 152 | $4.00K | 0.00% | +152 | New |
| Tower Research Capital LLC (TRC) | 150 | $3.50K | 0.00% | −872−85.3% | Reduced |
| Sterling Capital Management LLC | 120 | $2.80K | 0.00% | +120 | New |
| UMA Financial Services, Inc. | 46 | $1.07K | 0.00% | +46 | New |
| Fortitude Family Office, LLC | 23 | $536 | 0.00% | +23 | New |
| Founders Capital Management | 20 | $466 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −26,215−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −21,080−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −19,838−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,345−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,755−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −10,792−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |