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FOA

Finance of America Companies Inc.
$27.47 -0.43 (-1.54%) At close · Jul 2
Market Cap
$244.26M
Shares
8,891,788

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 73
Total Value: $105,235,510
Total Shares: 6,339,491

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 73 13F filers · Δ vs Dec 31, 2025
Top Holder
23.8%
Jun 2024 → Mar 2026 · range 22.8% – 100.0%
+0.9 pts
Top 5
57.7%
Jun 2024 → Mar 2026 · range 57.7% – 100.0%
−4.3 pts
Top 10
72.2%
Jun 2024 → Mar 2026 · range 72.2% – 100.0%
−3.6 pts
HHI
1,034
Jun 2024 → Mar 2026 · range 1,034 – 10,000
Broadly held−63

Quarterly Activity

vs Dec 31, 2025
New
18
Increased
25
Decreased
22
Sold Out
17
Unchanged
8
Holder count: +1
Institutional value: -44.2%
Shares held: -18.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Beach Point Capital Management LP +276,876 1,855,674
Large PEAK6 LLC +77,837 93,537
Micro BRIGADE CAPITAL MANAGEMENT, LP +75,000 157,000
Large JACOBS LEVY EQUITY MANAGEMENT, INC +60,813 70,679
Mega DIMENSIONAL FUND ADVISORS LP +36,929 102,061

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega CITADEL ADVISORS LLC −119,809 105,191
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −83,740 135,660
Mega JANE STREET GROUP, LLC −73,855 295,300
Large Russell Investments Group, Ltd. −64,498 12,947
Large MARSHALL WACE, LLP −50,863 37,273

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 324,822 $5,392,045
Mega VANGUARD FIDUCIARY TRUST CO 35,199 $584,303
Mid Integrated Wealth Concepts LLC 25,289 $419,797
Mid SIMPLEX TRADING, LLC 11,268 $187,048
Mega Nuveen, LLC 10,916 $181,205

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Blackstone Inc. 1,596,142 $38,642,597
Mega VANGUARD GROUP INC 174,094 $4,214,814
Mid NFJ INVESTMENT GROUP, LLC 52,137 $1,262,235
Large LAZARD ASSET MANAGEMENT LLC 47,364 $1,146,682
Large Squarepoint Ops LLC 33,749 $817,063
Filter: New 18 Increased 25 Reduced 22 Sold out 17 Unchanged 8
Showing 80 of 80
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid COOPERMAN LEON G $21,348,728 20.29% 1,286,068
Small Beach Point Capital Management LP $15,402,094 14.64% 927,837
Small Beach Point Capital Management LP $15,402,094 14.64% 927,837
Mega VANGUARD CAPITAL MANAGEMENT LLC $5,392,045 5.12% 324,822
Mega JANE STREET GROUP, LLC $4,901,980 4.66% 295,300
Mega BlackRock, Inc. $4,785,429 4.55% 288,279
Large Caption Management, LLC $3,580,620 3.40% 215,700
Mega AMERICAN CENTURY COMPANIES INC $2,665,960 2.53% 160,600
Micro BRIGADE CAPITAL MANAGEMENT, LP $2,606,200 2.48% 157,000
Mega TWO SIGMA INVESTMENTS, LP $1,916,370 1.82% 115,444
Mega GEODE CAPITAL MANAGEMENT, LLC $1,846,351 1.75% 111,226
Mid Purpose Unlimited Inc. $1,826,348 1.74% 110,021
Mega DIMENSIONAL FUND ADVISORS LP $1,694,211 1.61% 102,061
Mid RBF Capital, LLC $1,543,800 1.47% 93,000
Large PEAK6 LLC $1,537,160 1.46% 92,600
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,528,860 1.45% 92,100
Mega MORGAN STANLEY $1,408,492 1.34% 84,849
Mega UBS Group AG $1,401,040 1.33% 84,400
Mega STATE STREET CORP $1,219,701 1.16% 73,476
Large JACOBS LEVY EQUITY MANAGEMENT, INC $1,173,271 1.11% 70,679
Small Prescott Group Capital Management, L.L.C. $933,019 0.89% 56,206
Mega MILLENNIUM MANAGEMENT LLC $825,136 0.78% 49,707
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $723,096 0.69% 43,560
Mega CITADEL ADVISORS LLC $688,900 0.65% 41,500
Mega JPMORGAN CHASE & CO $676,963 0.64% 40,781
Mega CITADEL ADVISORS LLC $660,680 0.63% 39,800
Large MARSHALL WACE, LLP $618,731 0.59% 37,273
Mega VANGUARD FIDUCIARY TRUST CO Bank $584,303 0.56% 35,199
Mega NORTHERN TRUST CORP Bank $564,931 0.54% 34,032
Mega Bank of New York Mellon Corp Bank $461,048 0.44% 27,774
Mega D. E. Shaw & Co., Inc. $456,632 0.43% 27,508
Large STATE OF WISCONSIN INVESTMENT BOARD $432,430 0.41% 26,050
Mid Integrated Wealth Concepts LLC $419,797 0.40% 25,289
Mega UBS Group AG $402,201 0.38% 24,229
Mega CITADEL ADVISORS LLC $396,590 0.38% 23,891
Mega GOLDMAN SACHS GROUP INC $354,210 0.34% 21,338
Mega FIRST TRUST ADVISORS LP $285,686 0.27% 17,210
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $257,847 0.25% 15,533
Mid XTX Topco Ltd $236,002 0.22% 14,217
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $224,830 0.21% 13,544
Large Russell Investments Group, Ltd. $214,918 0.20% 12,947
Mid SIMPLEX TRADING, LLC $187,048 0.18% 11,268
Mega Nuveen, LLC $181,205 0.17% 10,916
Mega Invesco Ltd. $166,696 0.16% 10,042
Mid SIG BROKERAGE, LP Broker-Dealer $166,000 0.16% 10,000
Large LOS ANGELES CAPITAL MANAGEMENT LLC $127,869 0.12% 7,703
Small Corient IA LLC $124,500 0.12% 7,500
Mega WELLS FARGO & COMPANY/MN $119,520 0.11% 7,200
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $90,470 0.09% 5,450
Mega RHUMBLINE ADVISERS $64,026 0.06% 3,857
Mega DEUTSCHE BANK AG\ Bank $62,100 0.06% 3,741
Mid GROUP ONE TRADING LLC $56,871 0.05% 3,426
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $56,440 0.05% 3,400
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $39,275 0.04% 2,366
Mega FMR LLC $30,145 0.03% 1,816
Mega Vanguard Global Advisers, LLC $28,435 0.03% 1,713
Mega WELLS FARGO & COMPANY/MN $28,170 0.03% 1,697
Large Police & Firemen's Retirement System of New Jersey Pension $20,766 0.02% 1,251
Large PEAK6 LLC $15,554 0.01% 937
Mega CITIGROUP INC $13,444 0.01% 810
Mid Tower Research Capital LLC (TRC) $12,649 0.01% 762
Mega BARCLAYS PLC $11,022 0.01% 664
Mega ROYAL BANK OF CANADA Bank $9,378 0.01% 565
Mid Ameritas Investment Partners, Inc. $7,519 0.01% 453
Mega Legal & General Group Plc $6,689 0.01% 403
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $4,565 0.00% 275
Mid Sterling Capital Management LLC $2,473 0.00% 149
Large CWM, LLC $1,411 0.00% 85
Small Essential Partners LLC $680 0.00% 41
Mega PNC FINANCIAL SERVICES GROUP, INC. $481 0.00% 29
Large JONES FINANCIAL COMPANIES LLLP $381 0.00% 23
Small Root Financial Partners, LLC $365 0.00% 22
Mid Allworth Financial LP $232 0.00% 14
Mid MAI Capital Management $215 0.00% 13
Small Transamerica Financial Advisors, LLC $49 0.00% 3
Mid Advisory Services Network, LLC $49 0.00% 3
Mid EverSource Wealth Advisors, LLC $49 0.00% 3
Mid Farther Finance Advisors, LLC $33 0.00% 2
Mid IFP Advisors, Inc $16 0.00% 1
Mid ROTHSCHILD INVESTMENT LLC $16 0.00% 1
Key facts CIK 1828937 CUSIP 31738L206 Visit website Investor relations

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