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, Q4 2025
Institutional positions in Finance of America Companies Inc. as of Dec 31, 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
- 67
- −4 vs. Q3 2025
- Shares held
- 5.88M
- −1.22M (−17.2%) vs. Q3 2025
- Total value
- $142.3M
- −$16.9M (−10.6%) vs. Q3 2025
- New holders
- 15
- 25 more added
- Sold out
- 19
- 15 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 1,596,142 | $38.6M | 0.17% | −1,596,142−50.0% | Reduced |
| Cooperman Leon G | 1,286,040 | $31.1M | 1.03% | 00.0% | Unchanged |
| Beach Point Capital Management LP | 789,399 | $19.1M | 7.55% | +669,336+557.5% | Added |
| BlackRock, Inc. | 295,721 | $7.16M | 0.00% | +18,542+6.7% | Added |
| Vanguard Group Inc | 174,094 | $4.21M | 0.00% | −154,619−47.0% | Reduced |
| Two Sigma Investments, LP | 133,364 | $3.23M | 0.00% | +44,476+50.0% | Added |
| American Century Companies Inc | 126,789 | $3.07M | 0.00% | +6,593+5.5% | Added |
| Morgan Stanley | 112,083 | $2.71M | 0.00% | −72,444−39.3% | Reduced |
| Geode Capital Management, LLC | 108,416 | $2.63M | 0.00% | −8,687−7.4% | Reduced |
| Purpose Unlimited Inc. | 96,021 | $2.32M | 0.11% | +96,021 | New |
| RBF Capital, LLC | 93,000 | $2.25M | 0.10% | 00.0% | Unchanged |
| Marshall Wace, LLP | 88,136 | $2.13M | 0.00% | −4,855−5.2% | Reduced |
| Brigade Capital Management, LP | 82,000 | $1.99M | 1.12% | +25,000+43.9% | Added |
| Russell Investments Group, Ltd. | 77,445 | $1.87M | 0.00% | +76,147+5,866.5% | Added |
| State Street Corp | 73,046 | $1.77M | 0.00% | −5,141−6.6% | Reduced |
| Dimensional Fund Advisors LP | 65,132 | $1.58M | 0.00% | +15,914+32.3% | Added |
| Millennium Management LLC | 53,814 | $1.30M | 0.00% | +53,814 | New |
| NFJ Investment Group, LLC | 52,137 | $1.26M | 0.05% | −2,307−4.2% | Reduced |
| Lazard Asset Management LLC | 47,364 | $1.15M | 0.00% | +47,364 | New |
| Goldman Sachs Group Inc | 40,335 | $976.5K | 0.00% | +13,033+47.7% | Added |
| UBS Group AG | 35,556 | $860.8K | 0.00% | +448+1.3% | Added |
| JPMorgan Chase & Co | 35,235 | $853.0K | 0.00% | −4,959−12.3% | Reduced |
| Jane Street Group, LLC | 34,855 | $843.8K | 0.00% | +34,855 | New |
| Squarepoint Ops LLC | 33,749 | $817.1K | 0.00% | +12,560+59.3% | Added |
| Northern Trust Corp | 33,563 | $812.6K | 0.00% | −1,564−4.5% | Reduced |
| Two Sigma Advisers, LP | 33,073 | $800.7K | 0.00% | +11,181+51.1% | Added |
| Bank of New York Mellon Corp | 29,583 | $716.2K | 0.00% | +18,337+163.1% | Added |
| State of Wisconsin Investment Board | 28,550 | $691.2K | 0.00% | +15,719+122.5% | Added |
| HRT Financial LP | 26,612 | $644.0K | 0.00% | +14,252+115.3% | Added |
| Citizens Financial Group Inc | 25,000 | $605.3K | 0.01% | −3,500−12.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 22,000 | $532.6K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 18,241 | $441.6K | 0.00% | +1,397+8.3% | Added |
| D. E. Shaw & Co., Inc. | 17,393 | $421.1K | 0.00% | +17,393 | New |
| XTX Topco Ltd | 13,517 | $327.2K | 0.01% | +13,517 | New |
| First Trust Advisors LP | 11,974 | $289.9K | 0.00% | −4,431−27.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,866 | $238.9K | 0.00% | +9,866 | New |
| Bridgeway Capital Management, LLC | 8,544 | $206.8K | 0.00% | +8,544 | New |
| Palisades Investment Partners, LLC | 8,311 | $201.2K | 0.08% | +8,311 | New |
| Verition Fund Management LLC | 8,311 | $201.2K | 0.00% | +8,311 | New |
| Barclays PLC | 7,907 | $191.4K | 0.00% | +1,525+23.9% | Added |
| Bank of America Corp | 6,916 | $167.4K | 0.00% | −34,520−83.3% | Reduced |
| Wells Fargo & Company | 5,697 | $137.9K | 0.00% | +2,293+67.4% | Added |
| Los Angeles Capital Management LLC | 5,230 | $113.1K | 0.00% | +5,230 | New |
| Rhumbline Advisers | 4,145 | $100.3K | 0.00% | −346−7.7% | Reduced |
| Deutsche Bank AG | 3,741 | $90.6K | 0.00% | +3,741 | New |
| New York State Common Retirement Fund | 3,400 | $82.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,304 | $80.0K | 0.02% | +2,035+160.4% | Added |
| Quest Partners LLC | 2,837 | $68.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,338 | $56.6K | 0.00% | +170+7.8% | Added |
| Tower Research Capital LLC (TRC) | 2,197 | $53.2K | 0.00% | +1,336+155.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $30.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 872 | $21.1K | 0.00% | −1,520−63.5% | Reduced |
| Ameritas Investment Partners, Inc. | 453 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 403 | $9.76K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 400 | $9.68K | 0.00% | +400 | New |
| Citigroup Inc | 388 | $9.39K | 0.00% | +308+385.0% | Added |
| Royal Bank of Canada | 365 | $9.00K | 0.00% | −3,064−89.4% | Reduced |
| California State Teachers Retirement System | 313 | $7.58K | 0.00% | +36+13.0% | Added |
| Sterling Capital Management LLC | 306 | $7.41K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 160 | $4.00K | 0.00% | +8+5.3% | Added |
| CWM, LLC | 92 | $2.00K | 0.00% | +88+2,200.0% | Added |
| UMA Financial Services, Inc. | 46 | $1.11K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $484 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $122 | 0.00% | +4+400.0% | Added |
| Farther Finance Advisors, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $24 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $24 | 0.00% | +1 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −140,297−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −102,394−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −34,055−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −30,287−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −24,974−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,641−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −13,567−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −11,656−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,599−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,412−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |