Finance of America Companies FOA Institutional Ownership

NYSE FOA

$14.09 -0.38 (-2.63%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

79 Institutions

Increased 44 55.7%

Unchanged 11 13.9%

Reduced 24 30.4%

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

▲+6.14% QoQ

Shares Outstanding

8.91Mn

4.09Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+278.46K

accumulated since last quarter

Value of Holdings

$67.87Mn

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 —

Ownership Summary

Quarter ending 30 Jun, 2026

Finance of America Companies Inc. (NYSE:FOA) showed up in the 13F filings of 79 institutional investors as of June 2026.

These investors held 54.1% of outstanding shares in June 2026, down from 54.7% in March 2026.
They increased total shares held in Finance of America Companies by 6.14% from last quarter, and the number of investors in FOA increased 36.21% annually.
Of these 79 funds, 44 grew their exposure to Finance of America Companies, 24 cut back, and 11 maintained positions.
Institutional investors collectively held 4.82Mn shares in Finance of America Companies as of June 2026, up by 278.46K shares quarter on quarter, and down 1.82Mn shares year over year.
COOPERMAN LEON G is the top holder of Finance of America Companies as of June 30, 2026, with 1.29Mn shares representing 14.43% of outstanding stock.
The most significant purchases of FOA for the quarter ending June 2026 came from BRIGADE CAPITAL MANAGEMENT, LP (123.48K), Corient IA LP (84.0K), SEGALL BRYANT & HAMILL, LLC (66.89K), AQR CAPITAL MANAGEMENT LLC (46.88K), DIMENSIONAL FUND ADVISORS LP (33.56K).
Top sellers of FOA stock for the quarter ending June 2026 included RBF Capital, LLC (83.68K), TWO SIGMA INVESTMENTS, LP (44.14K), VANGUARD CAPITAL MANAGEMENT LLC (43.78K), Integrated Wealth Concepts LLC (25.11K), Morgan Stanley (18.75K).
Finance of America Companies's 10 largest shareholders as of June 2026 include COOPERMAN LEON G (1.29Mn), Beach Point Capital Management LP (927.84K), BlackRock, Inc. (304.15K), VANGUARD CAPITAL MANAGEMENT LLC (281.04K), BRIGADE CAPITAL MANAGEMENT, LP (280.48K), AMERICAN CENTURY COMPANIES INC (174.79K), DIMENSIONAL FUND ADVISORS LP (135.62K), GEODE CAPITAL MANAGEMENT, LLC (115.21K), Purpose Unlimited Inc. (110.02K), RBF Capital, LLC (102.32K) per Business Quant data.

Form 13F Holdings

79 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.82Mn

Of outstanding 54.05%

#	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

Showing 1 to 20 of 79 holders