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