Finance of America Companies FOA Institutional Ownership

NYSE FOA
$18.03 -0.25 (-1.37%)
At close: Aug 28, 2026 · 4:00 PM EDT

Institutions by Trading Activity

78 Institutions
Increased 43 55.1%
Unchanged 11 14.1%
Reduced 24 30.8%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
54.05%
▼-0.68 pp QoQ
Shares Held by Institutions
4.82Mn
of 8.91Mn outstanding
▲+6.13% QoQ
Shares Outstanding
8.91Mn
4.09Mn held outside 13F filers
Institutional Investors
78
filed 13F for Jun 2026
▲+7 vs prior quarter
Net Shares Added (QoQ)
+278.43K
accumulated since last quarter
Value of Holdings
$86.85Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —
Form 13F Holdings

78 Institutional Holders

Report period 30 Jun, 2026
Total shares held 4.82Mn
Of outstanding 54.05%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 COOPERMAN LEON G 0000898382 1,286,068 14.43% 0 0.00% $35.39Mn
2 Beach Point Capital Management LP 0001453885 927,837 10.41% 0 0.00% $25.53Mn
3 BlackRock, Inc. 0002012383 304,153 3.41% ▲15,874 +5.51% $8.37Mn
4 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 281,039 3.15% ▼43,783 -13.48% $7.73Mn
5 BRIGADE CAPITAL MANAGEMENT, LP 0001421306 280,476 3.15% ▲123,476 +78.65% $7.72Mn
6 AMERICAN CENTURY COMPANIES INC 0000748054 174,786 1.96% ▲14,186 +8.83% $4.81Mn
7 DIMENSIONAL FUND ADVISORS LP 0000354204 135,623 1.52% ▲33,562 +32.88% $3.73Mn
8 GEODE CAPITAL MANAGEMENT, LLC 0001214717 115,214 1.29% ▲3,988 +3.59% $3.17Mn
9 Purpose Unlimited Inc. 0002115120 110,021 1.23% 0 0.00% $3.03Mn
10 RBF Capital, LLC 0001134621 102,320 1.15% ▼83,680 -44.99% $2.82Mn
11 Corient IA LP 0002058426 91,500 1.03% ▲84,000 +1,120.00% $2.52Mn
12 JACOBS LEVY EQUITY MANAGEMENT, INC 0000884414 89,168 1.00% ▲18,489 +26.16% $2.45Mn
13 State Street Corp 0000093751 73,284 0.82% ▼192 -0.26% $2.02Mn
14 TWO SIGMA INVESTMENTS, LP 0001179392 71,300 0.80% ▼44,144 -38.24% $1.96Mn
15 SEGALL BRYANT & HAMILL, LLC 0001006378 66,892 0.75% ▲66,892 0.00% $1.84Mn
16 Morgan Stanley 0000895421 66,100 0.74% ▼18,749 -22.10% $1.82Mn
17 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 0001166152 56,206 0.63% 0 0.00% $1.55Mn
18 Jpmorgan Chase & Co 0000019617 48,582 0.55% ▲7,801 +19.13% $1.33Mn
19 AQR CAPITAL MANAGEMENT LLC 0001167557 46,876 0.53% ▲46,876 0.00% $1.29Mn
20 Goldman Sachs Group Inc 0000886982 42,195 0.47% ▲20,857 +97.75% $1.16Mn