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Finance of America Companies (FOA) Institutional Ownership

Finance of America Companies logo
$25.58 -0.76 (-2.87%)
As of 02:41 PM Eastern
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Institutional Ownership Changes (13F Filings) for Finance of America Companies (NYSE:FOA)

Current
Institutional Ownership
Percentage
97.20%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$39.85M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$12.84M
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FOA Institutional Buying and Selling by Quarter

Finance of America Companies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Public Employees Retirement System of Ohio5,450$90K0.0%N/A0.064%
5/13/2026First Trust Advisors LP17,210$286K0.0%+43.7%0.201%
5/7/2026Dimensional Fund Advisors LP102,061$1.69M0.0%+56.7%1.194%
5/5/2026Bank of New York Mellon Corp27,774$461K0.0%-6.1%0.325%
3/20/2026Purpose Unlimited Inc.96,021$2.33M0.1%N/A1.217%
3/3/2026Caitong International Asset Management Co. Ltd3,304$80K0.0%+160.4%0.042%
2/18/2026XTX Topco Ltd13,517$327K0.0%N/A0.171%
2/18/2026Millennium Management LLC53,814$1.30M0.0%N/A0.682%
2/18/2026Bridgeway Capital Management LLC8,544$207K0.0%N/A0.108%
2/17/2026Lazard Asset Management LLC47,364$1.15M0.0%N/A0.600%
2/17/2026Russell Investments Group Ltd.77,445$1.88M0.0%+5,866.5%0.982%
2/17/2026State of Wisconsin Investment Board28,550$691K0.0%+122.5%0.362%
2/16/2026Squarepoint Ops LLC33,749$817K0.0%+59.3%0.428%
2/16/2026Verition Fund Management LLC8,311$201K0.0%N/A0.105%
2/16/2026NFJ Investment Group LLC52,137$1.26M0.0%-4.2%0.661%
2/16/2026Barclays PLC7,907$191K0.0%+23.9%0.100%
2/13/2026Marshall Wace LLP88,136$2.13M0.0%-5.2%1.117%
2/13/2026Brigade Capital Management LP82,000$1.99M0.6%+43.9%1.039%
2/13/2026First Trust Advisors LP11,974$290K0.0%-27.0%0.152%
2/13/2026Charles Schwab Investment Management Inc.18,241$442K0.0%+8.3%0.231%
2/13/2026State Street Corp73,046$1.77M0.0%-6.6%0.926%
2/12/2026HRT Financial LP26,612$644K0.0%+115.3%0.337%
2/12/2026Dimensional Fund Advisors LP65,132$1.58M0.0%+32.3%0.825%
2/11/2026Deutsche Bank AG3,741$91K0.0%N/A0.047%
2/11/2026Los Angeles Capital Management LLC5,230$127K0.0%N/A0.066%
2/10/2026Goldman Sachs Group Inc.40,335$977K0.0%+47.7%0.511%
2/10/2026Beach Point Capital Management LP789,399$19.11M7.4%+557.5%10.005%
2/9/2026Geode Capital Management LLC108,416$2.63M0.0%-7.4%1.374%
1/30/2026Citizens Financial Group Inc. RI25,000$605K0.0%-12.3%0.317%
1/20/2026Palisades Investment Partners LLC8,311$201K0.1%N/A0.105%
1/1/2026JPMorgan Chase & Co.40,194$902K0.0%+1,815.8%0.509%
1/1/2026Tudor Investment Corp ET AL24,641$553K0.0%N/A0.312%
12/9/2025Tudor Investment Corp ET AL24,641$553K0.0%N/A0.312%
11/19/2025Caitong International Asset Management Co. Ltd1,269$28K0.0%+183.9%0.011%
11/17/2025Cooperman Leon G1,286,040$28.85M0.9%+0.8%11.607%
11/17/2025Bank of America Corp DE41,436$929K0.0%-1.8%0.374%
11/14/2025Two Sigma Investments LP88,888$1.99M0.0%+239.3%0.802%
11/14/2025Squarepoint Ops LLC21,189$475K0.0%N/A0.191%
11/13/2025Invesco Ltd.140,297$3.15M0.0%N/A1.266%
11/13/2025Russell Investments Group Ltd.1,298$29K0.0%N/A0.012%
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11/13/2025First Trust Advisors LP16,405$368K0.0%N/A0.148%
11/12/2025Corient IA LLC80,000$1.79M1.3%+44.1%0.722%
11/12/2025Dimensional Fund Advisors LP49,218$1.10M0.0%+11.5%0.444%
11/12/2025Quantbot Technologies LP9,599$215K0.0%N/A0.087%
11/10/2025Pekin Hardy Strauss Inc.10,250$230K0.0%N/A0.093%
11/7/2025GSA Capital Partners LLP9,412$211K0.0%-29.5%0.085%
11/7/2025Vanguard Group Inc.328,713$7.37M0.0%-13.4%2.967%
11/7/2025JPMorgan Chase & Co.40,194$902K0.0%+1,815.8%0.363%
11/6/2025Prescott Group Capital Management L.L.C.22,000$493K0.1%N/A0.199%
11/3/2025New York State Common Retirement Fund3,400$76K0.0%-22.7%0.031%
10/24/2025Citizens Financial Group Inc. RI28,500$639K0.0%+5.6%0.257%
10/22/2025Beach Point Capital Management LP120,063$2.69M1.2%-74.4%1.084%
8/15/2025Bank of America Corp DE42,209$984K0.0%+681.8%0.382%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,424$57K0.0%N/A0.022%
8/13/2025New York State Common Retirement Fund4,400$103K0.0%N/A0.040%
8/12/2025XTX Topco Ltd17,263$403K0.0%-12.9%0.156%
8/12/2025American Century Companies Inc.88,554$2.07M0.0%+3.1%0.801%
8/12/2025JPMorgan Chase & Co.2,098$49K0.0%+4,270.8%0.019%
8/8/2025Citizens Financial Group Inc. RI27,000$630K0.0%+12.5%0.244%
8/8/2025Police & Firemen s Retirement System of New Jersey1,251$29K0.0%N/A0.011%
8/8/2025Geode Capital Management LLC136,672$3.19M0.0%+66.2%1.236%
8/6/2025Bastion Asset Management Inc.99,351$2.30M1.1%-54.7%0.898%
7/31/2025AlphaQuest LLC2,740$64K0.0%N/A0.025%
7/30/2025Beach Point Capital Management LP469,390$10.95M4.8%-1.4%4.244%
6/27/2025Goldman Sachs Group Inc.22,396$476K0.0%-26.3%0.202%
5/16/2025Goldman Sachs Group Inc.22,396$476K0.0%-26.3%0.209%
5/16/2025Integrated Wealth Concepts LLC34,429$732K0.0%+53.7%0.321%
5/15/2025Cooperman Leon G1,202,187$25.56M1.0%+11.2%11.223%
5/15/2025OMERS ADMINISTRATION Corp23,400$497K0.0%+107.1%0.218%
5/13/2025American Century Companies Inc.85,918$1.83M0.0%+209.5%0.802%
5/9/2025Citizens Financial Group Inc. RI24,000$510K0.0%+20.0%0.224%
5/8/2025XTX Topco Ltd19,830$422K0.0%+161.4%0.185%
5/7/2025Nkcfo LLC13,000$276K0.1%-55.2%0.121%
5/7/2025Bastion Asset Management Inc.219,379$4.93M2.7%+17.3%2.048%
4/17/2025Ritholtz Wealth Management10,792$229K0.0%N/A0.101%
2/17/2025OMERS ADMINISTRATION Corp11,300$318K0.0%N/A0.114%
2/17/2025Millennium Management LLC49,415$1.39M0.0%+14.2%0.498%
2/17/2025Bank of America Corp DE2,306$65K0.0%+3,503.1%0.023%
2/17/2025Bastion Asset Management Inc.186,990$4.85M3.2%N/A1.883%
2/14/2025Northern Trust Corp17,041$479K0.0%N/A0.172%
2/14/2025Integrated Wealth Concepts LLC22,400$630K0.0%N/A0.226%
2/14/2025RBF Capital LLC93,000$2.62M0.1%-5.2%0.937%
2/14/2025Stifel Financial Corp7,268$204K0.0%N/A0.073%
2/13/2025Marshall Wace LLP9,844$277K0.0%N/A0.099%
2/13/2025XTX Topco Ltd7,587$213K0.0%N/A0.076%
2/13/2025Barclays PLC17,500$492K0.0%N/A0.176%
2/13/2025Renaissance Technologies LLC89,495$2.52M0.0%+600.5%0.901%
2/12/2025Geode Capital Management LLC79,123$2.23M0.0%+2.9%0.797%
2/12/2025National Bank of Canada FI1,858$52K0.0%N/A0.019%
2/12/2025O Shaughnessy Asset Management LLC13,122$369K0.0%N/A0.132%
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2/12/2025Arrowstreet Capital Limited Partnership34,989$984K0.0%N/A0.352%
2/11/2025American Century Companies Inc.27,762$781K0.0%N/A0.280%
2/7/2025Citizens Financial Group Inc. RI20,000$562K0.0%N/A0.201%
1/30/2025Nkcfo LLC29,000$815K0.4%N/A0.292%
11/16/2024Geode Capital Management LLC76,916$890K0.0%-81.5%0.775%
11/15/2024RBF Capital LLC98,065$1.14M0.1%-89.5%0.988%
9/16/2024Point72 Asia Singapore Pte. Ltd.86,632$43K0.0%N/A0.872%
8/15/2024AQR Capital Management LLC83,703$41K0.0%N/A0.085%
8/15/2024Point72 Asia Singapore Pte. Ltd.86,632$43K0.0%N/A0.088%
8/9/2024Renaissance Technologies LLC112,500$55K0.0%+2.7%0.114%


FOA Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of Finance of America Companies. The most heavily invested institutionals were Cooperman Leon G ($28.85M), Beach Point Capital Management LP ($19.11M), Vanguard Group Inc. ($7.37M), Invesco Ltd. ($3.15M), Geode Capital Management LLC ($2.63M), RBF Capital LLC ($2.62M), and Renaissance Technologies LLC ($2.52M).Learn more on Finance of America Companies' institutional investors.

97.20% of Finance of America Companies' stock is owned by institutional investors. Learn more on FOA's institutional investor holdings.

Of the 53 institutional investors that purchased Finance of America Companies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beach Point Capital Management LP ($669.34K), Bastion Asset Management Inc. ($219.38K), Point72 Asia Singapore Pte. Ltd. ($173.26K), Invesco Ltd. ($140.30K), Cooperman Leon G ($131.32K), Purpose Unlimited Inc. ($96.02K), and American Century Companies Inc. ($88.55K).

Institutional investors have bought a total of 1,700,857 shares in the last 24 months. This purchase volume represents approximately $39.85M in transactions.

Of the 14 institutional investors that sold Finance of America Companies' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beach Point Capital Management LP ($355.82K), Bastion Asset Management Inc. ($120.03K), Vanguard Group Inc. ($50.76K), Geode Capital Management LLC ($8.69K), State Street Corp ($5.14K), Marshall Wace LLP ($4.86K), and First Trust Advisors LP ($4.43K).

Institutional investors have sold a total of 565,620 shares in the last 24 months. This volume of shares sold represents approximately $12.84M in transactions.


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This page (NYSE:FOA) was last updated on 7/15/2026 by MarketBeat.com Staff.
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