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, Q2 2026
Institutional positions in Finance of America Companies Inc. as of Jun 30, 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
- 77
- +7 vs. Q1 2026
- Shares held
- 4.80M
- +240.8K (+5.3%) vs. Q1 2026
- Total value
- $132.1M
- +$56.4M (+74.6%) vs. Q1 2026
- New holders
- 19
- 26 more added
- Sold out
- 12
- 21 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Finance of America Companies Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 2 | $56 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $82 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $83 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 8 | $221 | 0.00% | +8 | New |
| Wealth Enhancement Trust Services, Inc. | 10 | $275 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $303 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 14 | $385 | 0.00% | +12+600.0% | Added |
| Fortitude Family Office, LLC | 18 | $495 | 0.00% | +18 | New |
| Jones Financial Companies LLLP | 23 | $557 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $633 | 0.00% | +23 | New |
| GAMMA Investing LLC | 25 | $688 | 0.00% | +25 | New |
| Action Point Financial Planning, LLC | 25 | $688 | 0.00% | +25 | New |
| Rothschild Investment LLC | 29 | $798 | 0.00% | +28+2,800.0% | Added |
| Covestor Ltd | 51 | $1.00K | 0.00% | +51 | New |
| EverSource Wealth Advisors, LLC | 43 | $1.18K | 0.00% | +40+1,333.3% | Added |
| California State Teachers Retirement System | 54 | $1.49K | 0.00% | −221−80.4% | Reduced |
| Sterling Capital Management LLC | 84 | $2.31K | 0.00% | −65−43.6% | Reduced |
| IFP Advisors, Inc | 90 | $2.48K | 0.00% | +89+8,900.0% | Added |
| Allworth Financial LP | 148 | $4.07K | 0.00% | +134+957.1% | Added |
| The PNC Financial Services Group, Inc. | 169 | $4.65K | 0.00% | +140+482.8% | Added |
| Legal & General Group Plc | 403 | $11.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 433 | $11.9K | 0.00% | −231−34.8% | Reduced |
| Ameritas Investment Partners, Inc. | 453 | $12.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 545 | $15.0K | 0.00% | +545 | New |
| Royal Bank of Canada | 937 | $26.0K | 0.00% | +372+65.8% | Added |
| Group One Trading, L.P. | 992 | $27.3K | 0.00% | −2,434−71.0% | Reduced |
| FMR LLC | 1,122 | $30.9K | 0.00% | −694−38.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $34.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,528 | $42.1K | 0.00% | +766+100.5% | Added |
| Vanguard Global Advisers, LLC | 1,713 | $47.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,782 | $49.0K | 0.00% | +972+120.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,792 | $49.3K | 0.00% | −574−24.3% | Reduced |
| Wells Fargo & Company | 3,258 | $89.7K | 0.00% | +1,561+92.0% | Added |
| New York State Common Retirement Fund | 3,400 | $93.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,723 | $102.5K | 0.00% | −134−3.5% | Reduced |
| Deutsche Bank AG | 3,856 | $106.1K | 0.00% | +115+3.1% | Added |
| State of Wyoming | 7,737 | $212.9K | 0.02% | +7,737 | New |
| Public Employees Retirement System of Ohio | 8,730 | $240.3K | 0.00% | +3,280+60.2% | Added |
| IMC-Chicago, LLC | 8,738 | $240.5K | 0.00% | +8,738 | New |
| Canada Pension Plan Investment Board | 9,100 | $250.4K | 0.00% | +9,100 | New |
| Raymond James Financial Inc | 10,360 | $285.1K | 0.00% | +10,360 | New |
| XTX Topco Ltd | 10,742 | $295.6K | 0.00% | −3,475−24.4% | Reduced |
| Russell Investments Group, Ltd. | 13,427 | $369.5K | 0.00% | +480+3.7% | Added |
| Bridgeway Capital Management, LLC | 13,944 | $383.7K | 0.01% | +400+3.0% | Added |
| UBS Group AG | 15,127 | $416.3K | 0.00% | −9,102−37.6% | Reduced |
| Charles Schwab Investment Management Inc | 15,526 | $427.3K | 0.00% | −70.0% | Reduced |
| First Trust Advisors LP | 17,018 | $468.3K | 0.00% | −192−1.1% | Reduced |
| Ameriprise Financial Inc | 17,521 | $482.2K | 0.00% | +17,521 | New |
| State of Wisconsin Investment Board | 18,259 | $502.5K | 0.00% | −7,791−29.9% | Reduced |
| LSV Asset Management | 20,054 | $552.0K | 0.00% | +20,054 | New |
| Vanguard Portfolio Management LLC | 26,361 | $725.5K | 0.00% | +345+1.3% | Added |
| Bank of New York Mellon Corp | 26,596 | $731.9K | 0.00% | −1,178−4.2% | Reduced |
| Susquehanna International Group, LLP | 30,452 | $838.0K | 0.00% | −13,108−30.1% | Reduced |
| Marshall Wace, LLP | 31,172 | $857.9K | 0.00% | −6,101−16.4% | Reduced |
| Vanguard Fiduciary Trust Co | 31,700 | $872.4K | 0.00% | −3,499−9.9% | Reduced |
| Northern Trust Corp | 32,629 | $898.0K | 0.00% | −1,403−4.1% | Reduced |
| D. E. Shaw & Co., Inc. | 36,924 | $1.02M | 0.00% | +9,416+34.2% | Added |
| Goldman Sachs Group Inc | 42,195 | $1.16M | 0.00% | +20,857+97.7% | Added |
| AQR Capital Management LLC | 46,876 | $1.29M | 0.00% | +46,876 | New |
| JPMorgan Chase & Co | 48,582 | $1.33M | 0.00% | +7,801+19.1% | Added |
| Prescott Group Capital Management, L.L.C. | 56,206 | $1.55M | 0.13% | 00.0% | Unchanged |
| Morgan Stanley | 66,100 | $1.82M | 0.00% | −18,749−22.1% | Reduced |
| Segall Bryant & Hamill, LLC | 66,892 | $1.84M | 0.02% | +66,892 | New |
| Two Sigma Investments, LP | 71,300 | $1.96M | 0.00% | −44,144−38.2% | Reduced |
| State Street Corp | 73,284 | $2.02M | 0.00% | −192−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 89,168 | $2.45M | 0.01% | +18,489+26.2% | Added |
| Corient IA LLC | 91,500 | $2.52M | 2.32% | +84,000+1,120.0% | Added |
| RBF Capital, LLC | 102,320 | $2.82M | 0.12% | +9,320+10.0% | Added |
| Purpose Unlimited Inc. | 110,021 | $3.03M | 0.12% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 115,214 | $3.17M | 0.00% | +3,988+3.6% | Added |
| Dimensional Fund Advisors LP | 135,623 | $3.73M | 0.00% | +33,562+32.9% | Added |
| American Century Companies Inc | 174,786 | $4.81M | 0.00% | +14,186+8.8% | Added |
| Brigade Capital Management, LP | 280,476 | $7.72M | 5.05% | +123,476+78.6% | Added |
| Vanguard Capital Management LLC | 281,039 | $7.73M | 0.00% | −43,783−13.5% | Reduced |
| BlackRock, Inc. | 304,153 | $8.37M | 0.00% | +15,874+5.5% | Added |
| Beach Point Capital Management LP | 927,837 | $25.5M | 9.96% | 00.0% | Unchanged |
| Cooperman Leon G | 1,286,068 | $35.4M | 1.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −49,707−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −25,289−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,891−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,268−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −10,916−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −10,042−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,703−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |