Finance of America Companies FOA Institutional Ownership

NYSE FOA

$11.30 +0.14 (+1.27%)

At close: Oct 20, 2026 · 4:00 PM EDT

Institutions by Trading Activity

78 Institutions

Increased 44 56.4%

Unchanged 11 14.1%

Reduced 23 29.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

52.09%

▲+0.80 pp QoQ

Shares Held by Institutions

4.80Mn

of 9.22Mn outstanding

▲+5.29% QoQ

Shares Outstanding

9.22Mn

4.42Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+241.30K

accumulated since last quarter

Value of Holdings

$52.63Mn

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

Updated Oct 11, 2026

Finance of America Companies Inc. (NYSE:FOA) appeared in the 13F filings of 78 institutional investors for the quarter ended June 30, 2026.

These investors held 52.09% of outstanding shares in Q2 2026, up from 51.29% the quarter before.
Total shares held in Finance of America Companies rose 5.29% from Q1 2026, while the number of holders rose 36.84% from Q2 2025.
Of the 78 holders, 44 added to their positions, 23 reduced their stakes and 11 left their positions unchanged in Q2 2026.
Altogether, institutional holders owned 4.8Mn FOA shares at the end of Q2 2026, up 241.3K from the prior quarter and down 1.81Mn from a year earlier.
As of June 30, 2026, Leon G. Cooperman held the largest stake in Finance of America Companies with 1.29Mn shares, or 13.95% of shares outstanding.
The biggest increases in FOA positions during Q2 2026 came from Brigade Capital Management, LP (+123.48K shares), Corient IA LP (+84K shares), Dimensional Fund Advisors LP (+33.56K shares), Goldman Sachs Group Inc (+20.86K shares) and Jacobs Levy Equity Management, Inc (+18.49K shares).
The largest position reductions in FOA for Q2 2026 were by Two Sigma Investments, LP (-44.14K shares), Vanguard Capital Management LLC (-43.78K shares), Integrated Wealth Concepts LLC (-25.11K shares), Morgan Stanley (-18.75K shares) and Susquehanna International Group, LLP (-13.11K shares).
Business Quant data shows the 10 biggest positions in Finance of America Companies as of Q2 2026 were held by Leon G. Cooperman (1.29Mn shares), Beach Point Capital Management LP (927.84K shares), BlackRock, Inc. (304.15K shares), Vanguard Capital Management LLC (281.04K shares), Brigade Capital Management, LP (280.48K shares), American Century Companies Inc (174.79K shares), Dimensional Fund Advisors LP (135.62K shares), Geode Capital Management, LLC (115.21K shares), Purpose Unlimited Inc. (110.02K shares) and RBF Capital, LLC (102.32K shares).

Form 13F Holdings

78 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.80Mn

Of outstanding 52.09%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	COOPERMAN LEON G	0000898382	1,286,068	13.95%	0	0.00%	$35.39Mn
2	Beach Point Capital Management LP	0001453885	927,837	10.07%	0	0.00%	$25.53Mn
3	BlackRock, Inc.	0002012383	304,153	3.30%	▲15,874	+5.51%	$8.37Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	281,039	3.05%	▼43,783	-13.48%	$7.73Mn
5	BRIGADE CAPITAL MANAGEMENT, LP	0001421306	280,476	3.04%	▲123,476	+78.65%	$7.72Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	174,786	1.90%	▲14,186	+8.83%	$4.81Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	135,623	1.47%	▲33,562	+32.88%	$3.73Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	115,214	1.25%	▲3,988	+3.59%	$3.17Mn
9	Purpose Unlimited Inc.	0002115120	110,021	1.19%	0	0.00%	$3.03Mn
10	RBF Capital, LLC	0001134621	102,320	1.11%	▲9,320	+10.02%	$2.82Mn
11	Corient IA LP	0002058426	91,500	0.99%	▲84,000	+1,120.00%	$2.52Mn
12	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	89,168	0.97%	▲18,489	+26.16%	$2.45Mn
13	State Street Corp	0000093751	73,284	0.80%	▼192	-0.26%	$2.02Mn
14	TWO SIGMA INVESTMENTS, LP	0001179392	71,300	0.77%	▼44,144	-38.24%	$1.96Mn
15	SEGALL BRYANT & HAMILL, LLC	0001006378	66,892	0.73%	▲66,892	0.00%	$1.84Mn
16	Morgan Stanley	0000895421	66,100	0.72%	▼18,749	-22.10%	$1.82Mn
17	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0001166152	56,206	0.61%	0	0.00%	$1.55Mn
18	Jpmorgan Chase & Co	0000019617	48,582	0.53%	▲7,801	+19.13%	$1.33Mn
19	AQR CAPITAL MANAGEMENT LLC	0001167557	46,876	0.51%	▲46,876	0.00%	$1.29Mn
20	Goldman Sachs Group Inc	0000886982	42,195	0.46%	▲20,857	+97.75%	$1.16Mn

Showing 1 to 20 of 78 holders