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, Q1 2026
Institutional positions in Finance of America Companies Inc. as of Mar 31, 2026. 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
- 71
- +5 vs. Q4 2025
- Shares held
- 4.56M
- −1.14M (−20.1%) vs. Q4 2025
- Total value
- $75.7M
- −$62.4M (−45.2%) vs. Q4 2025
- New holders
- 22
- 24 more added
- Sold out
- 17
- 18 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cooperman Leon G | 1,286,068 | $21.3M | 0.70% | +280.0% | Added |
| Beach Point Capital Management LP | 927,837 | $15.4M | 6.09% | +138,438+17.5% | Added |
| Vanguard Capital Management LLC | 324,822 | $5.39M | 0.00% | +324,822 | New |
| BlackRock, Inc. | 288,279 | $4.79M | 0.00% | −7,442−2.5% | Reduced |
| American Century Companies Inc | 160,600 | $2.67M | 0.00% | +33,811+26.7% | Added |
| Brigade Capital Management, LP | 157,000 | $2.61M | 1.84% | +75,000+91.5% | Added |
| Two Sigma Investments, LP | 115,444 | $1.92M | 0.00% | −17,920−13.4% | Reduced |
| Geode Capital Management, LLC | 111,226 | $1.85M | 0.00% | +2,810+2.6% | Added |
| Purpose Unlimited Inc. | 110,021 | $1.83M | 0.08% | +14,000+14.6% | Added |
| Dimensional Fund Advisors LP | 102,061 | $1.69M | 0.00% | +36,929+56.7% | Added |
| RBF Capital, LLC | 93,000 | $1.54M | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 84,849 | $1.41M | 0.00% | −27,234−24.3% | Reduced |
| State Street Corp | 73,476 | $1.22M | 0.00% | +430+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 70,679 | $1.17M | 0.00% | +60,813+616.4% | Added |
| Prescott Group Capital Management, L.L.C. | 56,206 | $933.0K | 0.09% | +34,206+155.5% | Added |
| Millennium Management LLC | 49,707 | $825.1K | 0.00% | −4,107−7.6% | Reduced |
| Susquehanna International Group, LLP | 43,560 | $723.1K | 0.00% | +43,560 | New |
| JPMorgan Chase & Co | 40,781 | $654.5K | 0.00% | +5,546+15.7% | Added |
| Marshall Wace, LLP | 37,273 | $618.7K | 0.00% | −50,863−57.7% | Reduced |
| Vanguard Fiduciary Trust Co | 35,199 | $584.3K | 0.00% | +35,199 | New |
| Northern Trust Corp | 34,032 | $564.9K | 0.00% | +469+1.4% | Added |
| Bank of New York Mellon Corp | 27,774 | $461.0K | 0.00% | −1,809−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 27,508 | $456.6K | 0.00% | +10,115+58.2% | Added |
| State of Wisconsin Investment Board | 26,050 | $432.4K | 0.00% | −2,500−8.8% | Reduced |
| Vanguard Portfolio Management LLC | 26,016 | $431.9K | 0.00% | +26,016 | New |
| Integrated Wealth Concepts LLC | 25,289 | $419.8K | 0.00% | +25,289 | New |
| UBS Group AG | 24,229 | $402.2K | 0.00% | −11,327−31.9% | Reduced |
| Citadel Advisors LLC | 23,891 | $396.6K | 0.00% | +23,891 | New |
| Goldman Sachs Group Inc | 21,338 | $354.2K | 0.00% | −18,997−47.1% | Reduced |
| First Trust Advisors LP | 17,210 | $285.7K | 0.00% | +5,236+43.7% | Added |
| Charles Schwab Investment Management Inc | 15,533 | $257.8K | 0.00% | −2,708−14.8% | Reduced |
| XTX Topco Ltd | 14,217 | $236.0K | 0.00% | +700+5.2% | Added |
| Bridgeway Capital Management, LLC | 13,544 | $224.8K | 0.00% | +5,000+58.5% | Added |
| Russell Investments Group, Ltd. | 12,947 | $214.9K | 0.00% | −64,498−83.3% | Reduced |
| Simplex Trading, LLC | 11,268 | $187.0K | 0.01% | +11,268 | New |
| Nuveen, LLC | 10,916 | $181.2K | 0.00% | +10,916 | New |
| Invesco Ltd. | 10,042 | $166.7K | 0.00% | +10,042 | New |
| Los Angeles Capital Management LLC | 7,703 | $127.9K | 0.00% | +2,473+47.3% | Added |
| Corient IA LLC | 7,500 | $124.5K | 0.12% | +7,500 | New |
| Public Employees Retirement System of Ohio | 5,450 | $90.5K | 0.00% | +5,450 | New |
| Rhumbline Advisers | 3,857 | $64.0K | 0.00% | −288−6.9% | Reduced |
| Deutsche Bank AG | 3,741 | $62.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,426 | $56.9K | 0.00% | +3,426 | New |
| New York State Common Retirement Fund | 3,400 | $56.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,366 | $39.3K | 0.00% | +28+1.2% | Added |
| FMR LLC | 1,816 | $30.1K | 0.00% | +944+108.3% | Added |
| Vanguard Global Advisers, LLC | 1,713 | $28.4K | 0.00% | +1,713 | New |
| Wells Fargo & Company | 1,697 | $28.2K | 0.00% | −4,000−70.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $20.8K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 937 | $15.6K | 0.00% | +937 | New |
| Citigroup Inc | 810 | $13.4K | 0.00% | +422+108.8% | Added |
| Tower Research Capital LLC (TRC) | 762 | $12.6K | 0.00% | −1,435−65.3% | Reduced |
| Barclays PLC | 664 | $11.0K | 0.00% | −7,243−91.6% | Reduced |
| Royal Bank of Canada | 565 | $9.00K | 0.00% | +200+54.8% | Added |
| Ameritas Investment Partners, Inc. | 453 | $7.52K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 403 | $6.69K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 275 | $4.57K | 0.00% | −38−12.1% | Reduced |
| Sterling Capital Management LLC | 149 | $2.47K | 0.00% | −157−51.3% | Reduced |
| CWM, LLC | 85 | $1.41K | 0.00% | −7−7.6% | Reduced |
| Essential Partners LLC | 41 | $681 | 0.00% | +40+4,000.0% | Added |
| The PNC Financial Services Group, Inc. | 29 | $481 | 0.00% | +29 | New |
| Jones Financial Companies LLLP | 23 | $376 | 0.00% | +23 | New |
| Root Financial Partners, LLC | 22 | $365 | 0.00% | +22 | New |
| Allworth Financial LP | 14 | $233 | 0.00% | +9+180.0% | Added |
| MAI Capital Management | 13 | $216 | 0.00% | +13 | New |
| Advisory Services Network, LLC | 3 | $50 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 3 | $50 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $49 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 2 | $34 | 0.00% | +1+100.0% | Added |
| IFP Advisors, Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $17 | 0.00% | +1 | New |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −1,596,142−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −52,137−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −47,364−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −34,855−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −33,749−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −33,073−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,612−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Palisades Investment Partners, LLC | 0 | $0 | 0.00% | −8,311−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,311−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −6,916−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |