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