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, 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $17 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $34 | 0.00% | +1+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 3 | $49 | 0.00% | +3 | New |
| Advisory Services Network, LLC | 3 | $50 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 3 | $50 | 0.00% | +3 | New |
| MAI Capital Management | 13 | $216 | 0.00% | +13 | New |
| Allworth Financial LP | 14 | $233 | 0.00% | +9+180.0% | Added |
| Root Financial Partners, LLC | 22 | $365 | 0.00% | +22 | New |
| Jones Financial Companies LLLP | 23 | $376 | 0.00% | +23 | New |
| The PNC Financial Services Group, Inc. | 29 | $481 | 0.00% | +29 | New |
| Essential Partners LLC | 41 | $681 | 0.00% | +40+4,000.0% | Added |
| CWM, LLC | 85 | $1.41K | 0.00% | −7−7.6% | Reduced |
| Sterling Capital Management LLC | 149 | $2.47K | 0.00% | −157−51.3% | Reduced |
| California State Teachers Retirement System | 275 | $4.57K | 0.00% | −38−12.1% | Reduced |
| Legal & General Group Plc | 403 | $6.69K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 453 | $7.52K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 565 | $9.00K | 0.00% | +200+54.8% | Added |
| Barclays PLC | 664 | $11.0K | 0.00% | −7,243−91.6% | Reduced |
| Tower Research Capital LLC (TRC) | 762 | $12.6K | 0.00% | −1,435−65.3% | Reduced |
| Citigroup Inc | 810 | $13.4K | 0.00% | +422+108.8% | Added |
| PEAK6 LLC | 937 | $15.6K | 0.00% | +937 | New |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $20.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,697 | $28.2K | 0.00% | −4,000−70.2% | Reduced |
| Vanguard Global Advisers, LLC | 1,713 | $28.4K | 0.00% | +1,713 | New |
| FMR LLC | 1,816 | $30.1K | 0.00% | +944+108.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,366 | $39.3K | 0.00% | +28+1.2% | Added |
| New York State Common Retirement Fund | 3,400 | $56.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,426 | $56.9K | 0.00% | +3,426 | New |
| Deutsche Bank AG | 3,741 | $62.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,857 | $64.0K | 0.00% | −288−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 5,450 | $90.5K | 0.00% | +5,450 | New |
| Corient IA LLC | 7,500 | $124.5K | 0.12% | +7,500 | New |
| Los Angeles Capital Management LLC | 7,703 | $127.9K | 0.00% | +2,473+47.3% | Added |
| Invesco Ltd. | 10,042 | $166.7K | 0.00% | +10,042 | New |
| Nuveen, LLC | 10,916 | $181.2K | 0.00% | +10,916 | New |
| Simplex Trading, LLC | 11,268 | $187.0K | 0.01% | +11,268 | New |
| Russell Investments Group, Ltd. | 12,947 | $214.9K | 0.00% | −64,498−83.3% | Reduced |
| Bridgeway Capital Management, LLC | 13,544 | $224.8K | 0.00% | +5,000+58.5% | Added |
| XTX Topco Ltd | 14,217 | $236.0K | 0.00% | +700+5.2% | Added |
| Charles Schwab Investment Management Inc | 15,533 | $257.8K | 0.00% | −2,708−14.8% | Reduced |
| First Trust Advisors LP | 17,210 | $285.7K | 0.00% | +5,236+43.7% | Added |
| Goldman Sachs Group Inc | 21,338 | $354.2K | 0.00% | −18,997−47.1% | Reduced |
| Citadel Advisors LLC | 23,891 | $396.6K | 0.00% | +23,891 | New |
| UBS Group AG | 24,229 | $402.2K | 0.00% | −11,327−31.9% | Reduced |
| Integrated Wealth Concepts LLC | 25,289 | $419.8K | 0.00% | +25,289 | New |
| Vanguard Portfolio Management LLC | 26,016 | $431.9K | 0.00% | +26,016 | New |
| State of Wisconsin Investment Board | 26,050 | $432.4K | 0.00% | −2,500−8.8% | Reduced |
| D. E. Shaw & Co., Inc. | 27,508 | $456.6K | 0.00% | +10,115+58.2% | Added |
| Bank of New York Mellon Corp | 27,774 | $461.0K | 0.00% | −1,809−6.1% | Reduced |
| Northern Trust Corp | 34,032 | $564.9K | 0.00% | +469+1.4% | Added |
| Vanguard Fiduciary Trust Co | 35,199 | $584.3K | 0.00% | +35,199 | New |
| Marshall Wace, LLP | 37,273 | $618.7K | 0.00% | −50,863−57.7% | Reduced |
| JPMorgan Chase & Co | 40,781 | $654.5K | 0.00% | +5,546+15.7% | Added |
| Susquehanna International Group, LLP | 43,560 | $723.1K | 0.00% | +43,560 | New |
| Millennium Management LLC | 49,707 | $825.1K | 0.00% | −4,107−7.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 56,206 | $933.0K | 0.09% | +34,206+155.5% | Added |
| Jacobs Levy Equity Management, Inc | 70,679 | $1.17M | 0.00% | +60,813+616.4% | Added |
| State Street Corp | 73,476 | $1.22M | 0.00% | +430+0.6% | Added |
| Morgan Stanley | 84,849 | $1.41M | 0.00% | −27,234−24.3% | Reduced |
| RBF Capital, LLC | 93,000 | $1.54M | 0.08% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 102,061 | $1.69M | 0.00% | +36,929+56.7% | Added |
| Purpose Unlimited Inc. | 110,021 | $1.83M | 0.08% | +14,000+14.6% | Added |
| Geode Capital Management, LLC | 111,226 | $1.85M | 0.00% | +2,810+2.6% | Added |
| Two Sigma Investments, LP | 115,444 | $1.92M | 0.00% | −17,920−13.4% | Reduced |
| Brigade Capital Management, LP | 157,000 | $2.61M | 1.84% | +75,000+91.5% | Added |
| American Century Companies Inc | 160,600 | $2.67M | 0.00% | +33,811+26.7% | Added |
| BlackRock, Inc. | 288,279 | $4.79M | 0.00% | −7,442−2.5% | Reduced |
| Vanguard Capital Management LLC | 324,822 | $5.39M | 0.00% | +324,822 | New |
| Beach Point Capital Management LP | 927,837 | $15.4M | 6.09% | +138,438+17.5% | Added |
| Cooperman Leon G | 1,286,068 | $21.3M | 0.70% | +280.0% | Added |
| 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 |