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 8 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 |
|---|---|---|---|---|---|
| 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 |
| Allworth Financial LP | 5 | $122 | 0.00% | +4+400.0% | Added |
| Founders Capital Management | 20 | $484 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 46 | $1.11K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 92 | $2.00K | 0.00% | +88+2,200.0% | Added |
| Amalgamated Bank | 160 | $4.00K | 0.00% | +8+5.3% | Added |
| Sterling Capital Management LLC | 306 | $7.41K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 313 | $7.58K | 0.00% | +36+13.0% | Added |
| Royal Bank of Canada | 365 | $9.00K | 0.00% | −3,064−89.4% | Reduced |
| Citigroup Inc | 388 | $9.39K | 0.00% | +308+385.0% | Added |
| DV Trading LLC | 400 | $9.68K | 0.00% | +400 | New |
| Legal & General Group Plc | 403 | $9.76K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 453 | $11.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 872 | $21.1K | 0.00% | −1,520−63.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $30.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,197 | $53.2K | 0.00% | +1,336+155.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,338 | $56.6K | 0.00% | +170+7.8% | Added |
| Quest Partners LLC | 2,837 | $68.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,304 | $80.0K | 0.02% | +2,035+160.4% | Added |
| New York State Common Retirement Fund | 3,400 | $82.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,741 | $90.6K | 0.00% | +3,741 | New |
| Rhumbline Advisers | 4,145 | $100.3K | 0.00% | −346−7.7% | Reduced |
| Los Angeles Capital Management LLC | 5,230 | $113.1K | 0.00% | +5,230 | New |
| Wells Fargo & Company | 5,697 | $137.9K | 0.00% | +2,293+67.4% | Added |
| Bank of America Corp | 6,916 | $167.4K | 0.00% | −34,520−83.3% | Reduced |
| Barclays PLC | 7,907 | $191.4K | 0.00% | +1,525+23.9% | Added |
| 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 |
| Bridgeway Capital Management, LLC | 8,544 | $206.8K | 0.00% | +8,544 | New |
| Jacobs Levy Equity Management, Inc | 9,866 | $238.9K | 0.00% | +9,866 | New |
| First Trust Advisors LP | 11,974 | $289.9K | 0.00% | −4,431−27.0% | Reduced |
| XTX Topco Ltd | 13,517 | $327.2K | 0.01% | +13,517 | New |
| D. E. Shaw & Co., Inc. | 17,393 | $421.1K | 0.00% | +17,393 | New |
| Charles Schwab Investment Management Inc | 18,241 | $441.6K | 0.00% | +1,397+8.3% | Added |
| Prescott Group Capital Management, L.L.C. | 22,000 | $532.6K | 0.05% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 25,000 | $605.3K | 0.01% | −3,500−12.3% | Reduced |
| HRT Financial LP | 26,612 | $644.0K | 0.00% | +14,252+115.3% | Added |
| State of Wisconsin Investment Board | 28,550 | $691.2K | 0.00% | +15,719+122.5% | Added |
| Bank of New York Mellon Corp | 29,583 | $716.2K | 0.00% | +18,337+163.1% | Added |
| Two Sigma Advisers, LP | 33,073 | $800.7K | 0.00% | +11,181+51.1% | Added |
| Northern Trust Corp | 33,563 | $812.6K | 0.00% | −1,564−4.5% | Reduced |
| Squarepoint Ops LLC | 33,749 | $817.1K | 0.00% | +12,560+59.3% | Added |
| Jane Street Group, LLC | 34,855 | $843.8K | 0.00% | +34,855 | New |
| JPMorgan Chase & Co | 35,235 | $853.0K | 0.00% | −4,959−12.3% | Reduced |
| UBS Group AG | 35,556 | $860.8K | 0.00% | +448+1.3% | Added |
| Goldman Sachs Group Inc | 40,335 | $976.5K | 0.00% | +13,033+47.7% | Added |
| Lazard Asset Management LLC | 47,364 | $1.15M | 0.00% | +47,364 | New |
| NFJ Investment Group, LLC | 52,137 | $1.26M | 0.05% | −2,307−4.2% | Reduced |
| Millennium Management LLC | 53,814 | $1.30M | 0.00% | +53,814 | New |
| Dimensional Fund Advisors LP | 65,132 | $1.58M | 0.00% | +15,914+32.3% | Added |
| State Street Corp | 73,046 | $1.77M | 0.00% | −5,141−6.6% | Reduced |
| Russell Investments Group, Ltd. | 77,445 | $1.87M | 0.00% | +76,147+5,866.5% | Added |
| Brigade Capital Management, LP | 82,000 | $1.99M | 1.12% | +25,000+43.9% | Added |
| Marshall Wace, LLP | 88,136 | $2.13M | 0.00% | −4,855−5.2% | Reduced |
| RBF Capital, LLC | 93,000 | $2.25M | 0.10% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 96,021 | $2.32M | 0.11% | +96,021 | New |
| Geode Capital Management, LLC | 108,416 | $2.63M | 0.00% | −8,687−7.4% | Reduced |
| Morgan Stanley | 112,083 | $2.71M | 0.00% | −72,444−39.3% | Reduced |
| American Century Companies Inc | 126,789 | $3.07M | 0.00% | +6,593+5.5% | Added |
| Two Sigma Investments, LP | 133,364 | $3.23M | 0.00% | +44,476+50.0% | Added |
| Vanguard Group Inc | 174,094 | $4.21M | 0.00% | −154,619−47.0% | Reduced |
| BlackRock, Inc. | 295,721 | $7.16M | 0.00% | +18,542+6.7% | Added |
| Beach Point Capital Management LP | 789,399 | $19.1M | 7.55% | +669,336+557.5% | Added |
| Cooperman Leon G | 1,286,040 | $31.1M | 1.03% | 00.0% | Unchanged |
| Blackstone Group Inc. | 1,596,142 | $38.6M | 0.17% | −1,596,142−50.0% | Reduced |
| 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 |