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Finance of America Companies (FOA) Institutional Ownership

Finance of America Companies logo
$18.86 -0.81 (-4.12%)
As of 03:58 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)
33
Total
Institutional Inflows
(last 12 months)
$37.58M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.85M
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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
8/24/2026 California State Teachers Retirement System1,486$41K0.0%+440.4%0.009%
8/18/2026 Public Employees Retirement System of Ohio8,730$240K0.0%N/A0.050%
5/14/2026 Public Employees Retirement System of Ohio5,450$90K0.0%N/A0.064%
5/13/2026 First Trust Advisors LP17,210$286K0.0%+43.7%0.201%
5/7/2026 Dimensional Fund Advisors LP102,061$1.69M0.0%+56.7%1.194%
5/5/2026 Bank of New York Mellon Corp27,774$461K0.0%-6.1%0.325%
3/20/2026 Purpose Unlimited Inc.96,021$2.33M0.1%N/A1.217%
3/3/2026 Caitong International Asset Management Co. Ltd3,304$80K0.0%+160.4%0.042%
2/18/2026 XTX Topco Ltd13,517$327K0.0%N/A0.171%
2/18/2026 Millennium Management LLC53,814$1.30M0.0%N/A0.682%
2/18/2026 Bridgeway Capital Management LLC8,544$207K0.0%N/A0.108%
2/17/2026 Lazard Asset Management LLC47,364$1.15M0.0%N/A0.600%
2/17/2026 Russell Investments Group Ltd.77,445$1.88M0.0%+5,866.5%0.982%
2/17/2026 State of Wisconsin Investment Board28,550$691K0.0%+122.5%0.362%
2/16/2026 Squarepoint Ops LLC33,749$817K0.0%+59.3%0.428%
2/16/2026 Verition Fund Management LLC8,311$201K0.0%N/A0.105%
2/16/2026 NFJ Investment Group LLC52,137$1.26M0.0%-4.2%0.661%
2/16/2026 Barclays PLC7,907$191K0.0%+23.9%0.100%
2/13/2026 Marshall Wace LLP88,136$2.13M0.0%-5.2%1.117%
2/13/2026 Brigade Capital Management LP82,000$1.99M0.6%+43.9%1.039%
2/13/2026 First Trust Advisors LP11,974$290K0.0%-27.0%0.152%
2/13/2026 Charles Schwab Investment Management Inc.18,241$442K0.0%+8.3%0.231%
2/13/2026 State Street Corp73,046$1.77M0.0%-6.6%0.926%
2/12/2026 HRT Financial LP26,612$644K0.0%+115.3%0.337%
2/12/2026 Dimensional Fund Advisors LP65,132$1.58M0.0%+32.3%0.825%
2/11/2026 Deutsche Bank AG3,741$91K0.0%N/A0.047%
2/11/2026 Los Angeles Capital Management LLC5,230$127K0.0%N/A0.066%
2/10/2026 Goldman Sachs Group Inc.40,335$977K0.0%+47.7%0.511%
2/10/2026 Beach Point Capital Management LP789,399$19.11M7.4%+557.5%10.005%
2/9/2026 Geode Capital Management LLC108,416$2.63M0.0%-7.4%1.374%
1/30/2026 Citizens Financial Group Inc. RI25,000$605K0.0%-12.3%0.317%
1/20/2026 Palisades Investment Partners LLC8,311$201K0.1%N/A0.105%
1/1/2026 JPMorgan Chase & Co.40,194$902K0.0%+1,815.8%0.509%
1/1/2026 Tudor Investment Corp ET AL24,641$553K0.0%N/A0.312%
12/9/2025 Tudor Investment Corp ET AL24,641$553K0.0%N/A0.312%
11/19/2025 Caitong International Asset Management Co. Ltd1,269$28K0.0%+183.9%0.011%
11/17/2025 Cooperman Leon G1,286,040$28.85M0.9%+0.8%11.607%
11/17/2025 Bank of America Corp DE41,436$929K0.0%-1.8%0.374%
11/14/2025 Two Sigma Investments LP88,888$1.99M0.0%+239.3%0.802%
11/14/2025 Squarepoint Ops LLC21,189$475K0.0%N/A0.191%
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11/13/2025 Invesco Ltd.140,297$3.15M0.0%N/A1.266%
11/13/2025 Russell Investments Group Ltd.1,298$29K0.0%N/A0.012%
11/13/2025 First Trust Advisors LP16,405$368K0.0%N/A0.148%
11/12/2025 Corient IA LLC80,000$1.79M1.3%+44.1%0.722%
11/12/2025 Dimensional Fund Advisors LP49,218$1.10M0.0%+11.5%0.444%
11/12/2025 Quantbot Technologies LP9,599$215K0.0%N/A0.087%
11/10/2025 Pekin Hardy Strauss Inc.10,250$230K0.0%N/A0.093%
11/7/2025 GSA Capital Partners LLP9,412$211K0.0%-29.5%0.085%
11/7/2025Vanguard Group Inc.328,713$7.37M0.0%-13.4%2.967%
11/7/2025 JPMorgan Chase & Co.40,194$902K0.0%+1,815.8%0.363%
11/6/2025 Prescott Group Capital Management L.L.C.22,000$493K0.1%N/A0.199%
11/3/2025 New York State Common Retirement Fund3,400$76K0.0%-22.7%0.031%
10/24/2025 Citizens Financial Group Inc. RI28,500$639K0.0%+5.6%0.257%
10/22/2025 Beach Point Capital Management LP120,063$2.69M1.2%-74.4%1.084%
8/15/2025 Bank of America Corp DE42,209$984K0.0%+681.8%0.382%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,424$57K0.0%N/A0.022%
8/13/2025 New York State Common Retirement Fund4,400$103K0.0%N/A0.040%
8/12/2025 XTX Topco Ltd17,263$403K0.0%-12.9%0.156%
8/12/2025 American Century Companies Inc.88,554$2.07M0.0%+3.1%0.801%
8/12/2025 JPMorgan Chase & Co.2,098$49K0.0%+4,270.8%0.019%
8/8/2025 Citizens Financial Group Inc. RI27,000$630K0.0%+12.5%0.244%
8/8/2025 Police & Firemen s Retirement System of New Jersey1,251$29K0.0%N/A0.011%
8/8/2025 Geode Capital Management LLC136,672$3.19M0.0%+66.2%1.236%
8/6/2025 Bastion Asset Management Inc.99,351$2.30M1.1%-54.7%0.898%
7/31/2025 AlphaQuest LLC2,740$64K0.0%N/A0.025%
7/30/2025 Beach Point Capital Management LP469,390$10.95M4.8%-1.4%4.244%
6/27/2025 Goldman 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%
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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%
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%


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), Invesco Ltd. ($140.30K), Cooperman Leon G ($131.32K), Purpose Unlimited Inc. ($96.02K), American Century Companies Inc. ($88.55K), and Point72 Asia Singapore Pte. Ltd. ($86.63K).

Institutional investors have bought a total of 1,601,058 shares in the last 24 months. This purchase volume represents approximately $37.58M in transactions.

Of the 12 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 ($349.33K), Vanguard Group Inc. ($50.76K), Geode Capital Management LLC ($8.69K), State Street Corp ($5.14K), Marshall Wace LLP ($4.86K), First Trust Advisors LP ($4.43K), and GSA Capital Partners LLP ($3.95K).

Institutional investors have sold a total of 436,533 shares in the last 24 months. This volume of shares sold represents approximately $9.85M in transactions.


Related Companies

Institutional ownership data for NYSE:FOA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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