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, Q3 2025
Institutional positions in Finance of America Companies Inc. as of Sep 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
- 72
- +13 vs. Q2 2025
- Shares held
- 7.12M
- +356.1K (+5.3%) vs. Q2 2025
- Total value
- $159.7M
- +$1.99M (+1.3%) vs. Q2 2025
- New holders
- 22
- 23 more added
- Sold out
- 9
- 14 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 3,192,284 | $71.6M | 0.31% | 00.0% | Unchanged |
| Cooperman Leon G | 1,286,040 | $28.8M | 0.90% | +10,628+0.8% | Added |
| Vanguard Group Inc | 328,713 | $7.37M | 0.00% | −50,758−13.4% | Reduced |
| BlackRock, Inc. | 277,179 | $6.22M | 0.00% | +12,373+4.7% | Added |
| Morgan Stanley | 184,527 | $4.14M | 0.00% | +53,333+40.7% | Added |
| Invesco Ltd. | 140,297 | $3.15M | 0.00% | +140,297 | New |
| American Century Companies Inc | 120,196 | $2.70M | 0.00% | +31,642+35.7% | Added |
| Beach Point Capital Management LP | 120,063 | $2.69M | 1.25% | −349,327−74.4% | Reduced |
| Geode Capital Management, LLC | 117,103 | $2.63M | 0.00% | −19,569−14.3% | Reduced |
| Citadel Advisors LLC | 102,394 | $2.30M | 0.00% | +87,394+582.6% | Added |
| RBF Capital, LLC | 93,000 | $2.09M | 0.10% | 00.0% | Unchanged |
| Marshall Wace, LLP | 92,991 | $2.09M | 0.00% | +92,991 | New |
| Two Sigma Investments, LP | 88,888 | $1.99M | 0.00% | +62,687+239.3% | Added |
| Corient IA LLC | 80,000 | $1.79M | 1.34% | +24,500+44.1% | Added |
| CI Private Wealth, LLC | 80,000 | $1.79M | 0.00% | +80,000 | New |
| State Street Corp | 78,187 | $1.75M | 0.00% | +7,515+10.6% | Added |
| Brigade Capital Management, LP | 57,000 | $1.28M | 0.70% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 54,444 | $1.22M | 0.04% | +54,444 | New |
| Dimensional Fund Advisors LP | 49,218 | $1.10M | 0.00% | +5,082+11.5% | Added |
| Bank of America Corp | 41,436 | $929.4K | 0.00% | −773−1.8% | Reduced |
| JPMorgan Chase & Co | 40,194 | $901.6K | 0.00% | +38,096+1,815.8% | Added |
| Northern Trust Corp | 35,127 | $787.9K | 0.00% | −5,723−14.0% | Reduced |
| UBS Group AG | 35,108 | $787.5K | 0.00% | −208−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 34,055 | $763.9K | 0.01% | −374−1.1% | Reduced |
| Renaissance Technologies LLC | 30,287 | $679.3K | 0.00% | −3,100−9.3% | Reduced |
| Citizens Financial Group Inc | 28,500 | $639.3K | 0.01% | +1,500+5.6% | Added |
| Goldman Sachs Group Inc | 27,302 | $612.4K | 0.00% | +15,248+126.5% | Added |
| Simplex Trading, LLC | 24,974 | $560.0K | 0.01% | +21,472+613.1% | Added |
| Tudor Investment Corp Et Al | 24,641 | $552.7K | 0.00% | +24,641 | New |
| Cubist Systematic Strategies, LLC | 22,132 | $496.4K | 0.01% | +22,132 | New |
| Prescott Group Capital Management, L.L.C. | 22,000 | $493.5K | 0.05% | +22,000 | New |
| Two Sigma Advisers, LP | 21,892 | $491.0K | 0.00% | +21,892 | New |
| Squarepoint Ops LLC | 21,189 | $475.3K | 0.00% | +21,189 | New |
| Charles Schwab Investment Management Inc | 16,844 | $377.8K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 16,405 | $368.0K | 0.00% | +16,405 | New |
| Toroso Investments, LLC | 13,567 | $304.3K | 0.00% | +13,567 | New |
| State of Wisconsin Investment Board | 12,831 | $287.8K | 0.00% | +12,831 | New |
| HRT Financial LP | 12,360 | $277.0K | 0.00% | +12,360 | New |
| Group One Trading, L.P. | 11,656 | $261.4K | 0.01% | +2,311+24.7% | Added |
| Bank of New York Mellon Corp | 11,246 | $252.2K | 0.00% | −124−1.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,250 | $229.9K | 0.02% | +10,250 | New |
| Quantbot Technologies LP | 9,599 | $215.3K | 0.01% | +9,599 | New |
| Gsa Capital Partners LLP | 9,412 | $211.0K | 0.02% | −3,945−29.5% | Reduced |
| Principal Securities, Inc. | 7,700 | $172.7K | 0.00% | +1,395+22.1% | Added |
| Barclays PLC | 6,382 | $143.1K | 0.00% | −1,029−13.9% | Reduced |
| Rhumbline Advisers | 4,491 | $100.7K | 0.00% | +127+2.9% | Added |
| Wells Fargo & Company | 3,404 | $76.4K | 0.00% | +556+19.5% | Added |
| New York State Common Retirement Fund | 3,400 | $76.3K | 0.00% | −1,000−22.7% | Reduced |
| Royal Bank of Canada | 3,429 | $76.0K | 0.00% | +2,587+307.2% | Added |
| Quest Partners LLC | 2,837 | $63.6K | 0.00% | +97+3.5% | Added |
| FMR LLC | 2,392 | $53.7K | 0.00% | +1,881+368.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,168 | $48.6K | 0.00% | −256−10.6% | Reduced |
| Russell Investments Group, Ltd. | 1,298 | $29.1K | 0.00% | +1,298 | New |
| Caitong International Asset Management Co., Ltd | 1,269 | $28.5K | 0.02% | +822+183.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $28.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 861 | $19.3K | 0.00% | +711+474.0% | Added |
| Ameritas Investment Partners, Inc. | 453 | $10.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 403 | $9.04K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 374 | $8.39K | 0.00% | +374 | New |
| Sterling Capital Management LLC | 306 | $6.86K | 0.00% | +186+155.0% | Added |
| California State Teachers Retirement System | 277 | $6.21K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 152 | $3.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 80 | $1.79K | 0.00% | −1,420−94.7% | Reduced |
| Nisa Investment Advisors, LLC | 70 | $1.57K | 0.00% | +70 | New |
| UMA Financial Services, Inc. | 46 | $1.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $516 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $449 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $359 | 0.00% | +16 | New |
| Financial Consulate, Inc | 10 | $225 | 0.00% | +10 | New |
| Allworth Financial LP | 1 | $23 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4 | $0 | 0.00% | +4 | New |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −99,351−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,263−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,999−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −8,883−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −453−100.0% | Sold out |