Finance of America Companies Inc.

FOA

Exchange: NYSE
Industry: Mortgage Bankers & Loan Correspondents
SEC CIK: 0001828937

SEC filings (opens in a new tab)

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.

Q2 2025 vs. Q1 2025

How the institutions holding Finance of America Companies Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of FOA: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Q2 2025	Change
Holders	46	59	+13
Shares	6.40M	6.76M	+361.9K (+5.7%)
Value	$136.3M	$157.7M	+$21.3M (+15.7%)

New holders (24)

Institutions that held Finance of America Companies Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to FOA in Q2 2025
Institution	Shares	Value	% of portfolio
Corient IA LLC	55,500	$1.29M	0.76%
Two Sigma Investments, LP	26,201	$611.0K	0.00%
Charles Schwab Investment Management Inc	16,844	$392.8K	0.00%
Gsa Capital Partners LLP	13,357	$311.0K	0.02%
Bank of New York Mellon Corp	11,370	$265.1K	0.00%
Group One Trading, L.P.	9,345	$217.9K	0.01%
Principal Securities, Inc.	6,305	$147.0K	0.00%
New York State Common Retirement Fund	4,400	$102.6K	0.00%
Rhumbline Advisers	4,364	$101.8K	0.00%
Deutsche Bank AG	4,037	$94.1K	0.00%
Simplex Trading, LLC	3,502	$81.0K	0.00%
Wells Fargo & Company	2,848	$66.4K	0.00%
Quest Partners LLC	2,740	$63.9K	0.01%
Mirae Asset Global ETFs Holdings Ltd.	2,424	$56.5K	0.00%
Caption Management, LLC	1,746	$40.7K	0.00%
Police & Firemen's Retirement System of New Jersey	1,251	$29.2K	0.00%
Raymond James Financial Inc	453	$10.6K	0.00%
Ameritas Investment Partners, Inc.	453	$10.6K	0.00%
Legal & General Group Plc	403	$9.40K	0.00%
California State Teachers Retirement System	277	$6.46K	0.00%
Amalgamated Bank	152	$4.00K	0.00%
Sterling Capital Management LLC	120	$2.80K	0.00%
UMA Financial Services, Inc.	46	$1.07K	0.00%
Fortitude Family Office, LLC	23	$536	0.00%

Sold out (11)

Institutions that held Finance of America Companies Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of FOA in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
HRT Financial LP	26,215	$557.0K
Omers Administration Corp	23,400	$497.5K
Marshall Wace, LLP	21,080	$448.2K
O'Shaughnessy Asset Management, LLC	19,838	$421.8K
Nkcfo LLC	13,000	$276.0K
Arrowstreet Capital, Limited Partnership	12,345	$262.5K
Squarepoint Ops LLC	11,755	$249.9K
Massar Capital Management, LP	11,000	$233.9K
Ritholtz Wealth Management	10,792	$229.4K
Acadian Asset Management LLC	237	$5.00K
Advisor Group Holdings, Inc.	155	$3.29K