Who owns Finance Of America Companies Inc. (FOA)
Which tracked institutional funds hold FOA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FOA company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FOA is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 28 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FOA’s largest tracked holder by dollar value, Blackstone Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FOA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 71 tracked filers holding FOA, 45 increased or opened the position and 38 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FOA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$723K
- VANGUARD FIDUCIARY TRUST CO$584K
Full exits 10
- Blackstone Inc.$39M
- VANGUARD GROUP INC$4M
- NFJ INVESTMENT GROUP, LLC$1M
- LAZARD ASSET MANAGEMENT LLC$1M
- JANE STREET GROUP, LLC$844K
- Squarepoint Ops LLC$817K
Largest adds
- JACOBS LEVY EQUITY MANAGEMENT, INC$934K
- BRIGADE CAPITAL MANAGEMENT, LP$621K
- Prescott Group Capital Management, L.L.C.$400K
Largest trims
- COOPERMAN LEON G$10M
- CITADEL ADVISORS LLC$5M
- Beach Point Capital Management LP$4M
- BlackRock, Inc.$2M
- Russell Investments Group, Ltd.$2M
- MARSHALL WACE, LLP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| COOPERMAN LEON G added | 1,286,068 | $21M | 15.9% | 2026-Q1 |
| Beach Point Capital Management LP added | 927,837 | $15M | 11.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 324,822 | $5M | 4.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 288,279 | $5M | 3.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 160,600 | $3M | 2.0% | 2026-Q1 |
| BRIGADE CAPITAL MANAGEMENT, LP added | 157,000 | $3M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 115,444 | $2M | 1.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 111,226 | $2M | 1.4% | 2026-Q1 |
| Purpose Unlimited Inc. added | 110,021 | $2M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 102,061 | $2M | 1.3% | 2026-Q1 |
| RBF Capital, LLC | 93,000 | $2M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 84,849 | $1M | 1.0% | 2026-Q1 |
| STATE STREET CORP added | 73,476 | $1M | 0.9% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 70,679 | $1M | 0.9% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. added | 56,206 | $933K | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 49,707 | $825K | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 43,560 | $723K | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 40,781 | $655K | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 37,036 | $615K | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 35,199 | $584K | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 34,032 | $565K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 27,774 | $461K | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 27,508 | $457K | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 26,050 | $432K | 0.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 26,016 | $432K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 25,289 | $420K | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 24,229 | $402K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 23,891 | $397K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 21,338 | $354K | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 17,210 | $286K | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 15,533 | $258K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 14,217 | $236K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 13,544 | $225K | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 12,947 | $215K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 1,272 | $210K | 0.2% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 11,268 | $187K | 0.1% | 2026-Q1 |
| Nuveen, LLC new | 10,916 | $181K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 10,042 | $167K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 7,703 | $128K | 0.1% | 2026-Q1 |
| Corient IA LLC trimmed | 7,500 | $124K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 5,450 | $90K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 3,857 | $64K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 3,741 | $62K | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 3,426 | $57K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,400 | $56K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,366 | $39K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,816 | $30K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,713 | $28K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,697 | $28K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $21K | 0.0% | 2026-Q1 |
| PEAK6 LLC new | 937 | $16K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 810 | $13K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 762 | $13K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 664 | $11K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 565 | $9K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 453 | $8K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 403 | $7K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 275 | $5K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 149 | $2K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 85 | $1K | 0.0% | 2026-Q1 |
| Blackstone Inc. trimmed | 1,596,142 | $39M | 28.7% | 2025-Q4 stale |
| VANGUARD GROUP INC trimmed | 174,094 | $4M | 3.1% | 2025-Q4 stale |
| Bastion Asset Management Inc. trimmed | 99,351 | $2M | 1.7% | 2025-Q2 stale |
| Corient Private Wealth LLC new | 80,000 | $2M | 1.3% | 2025-Q3 stale |
| NFJ INVESTMENT GROUP, LLC trimmed | 52,137 | $1M | 0.9% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC new | 47,364 | $1M | 0.9% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 34,855 | $844K | 0.6% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 33,749 | $817K | 0.6% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 33,073 | $801K | 0.6% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 30,287 | $679K | 0.5% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 26,612 | $644K | 0.5% | 2025-Q4 stale |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 25,000 | $605K | 0.4% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL | 24,641 | $553K | 0.4% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp added | 23,400 | $497K | 0.4% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 22,132 | $496K | 0.4% | 2025-Q3 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 19,838 | $422K | 0.3% | 2025-Q1 stale |
| Tidal Investments LLC new | 13,567 | $304K | 0.2% | 2025-Q3 stale |
| NKCFO LLC trimmed | 13,000 | $276K | 0.2% | 2025-Q1 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 12,345 | $262K | 0.2% | 2025-Q1 stale |
| Massar Capital Management, LP new | 11,000 | $234K | 0.2% | 2025-Q1 stale |
| Pekin Hardy Strauss, Inc. new | 10,250 | $230K | 0.2% | 2025-Q3 stale |
| RITHOLTZ WEALTH MANAGEMENT new | 10,792 | $229K | 0.2% | 2025-Q1 stale |
| Quantbot Technologies LP added | 9,599 | $215K | 0.2% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 9,412 | $211K | 0.2% | 2025-Q3 stale |
| Verition Fund Management LLC new | 8,311 | $201K | 0.1% | 2025-Q4 stale |
| Palisades Investment Partners, LLC new | 8,311 | $201K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 7,700 | $173K | 0.1% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 6,916 | $167K | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC | 2,837 | $69K | 0.1% | 2025-Q4 stale |
| Caption Management, LLC new | 1,746 | $41K | 0.0% | 2025-Q2 stale |
| Larson Financial Group LLC added | 1,574 | $37K | 0.0% | 2025-Q2 stale |
| Caitong International Asset Management Co., Ltd trimmed | 809 | $20K | 0.0% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 500 | $12K | 0.0% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 453 | $11K | 0.0% | 2025-Q2 stale |
| DV Trading LLC new | 400 | $10K | 0.0% | 2025-Q4 stale |
| FEDERATED HERMES, INC. new | 374 | $8K | 0.0% | 2025-Q3 stale |
| ACADIAN ASSET MANAGEMENT LLC new | 237 | $5K | 0.0% | 2025-Q1 stale |
| AMALGAMATED BANK added | 160 | $4K | 0.0% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. trimmed | 155 | $3K | 0.0% | 2025-Q1 stale |
| NISA INVESTMENT ADVISORS, LLC trimmed | 70 | $2K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.