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Institutional Ownership · SEC Form 13F

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.

71
Institutional holders
5M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
COOPERMAN LEON G added1,286,068$21M15.9%2026-Q1
Beach Point Capital Management LP added927,837$15M11.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new324,822$5M4.0%2026-Q1
BlackRock, Inc. trimmed288,279$5M3.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added160,600$3M2.0%2026-Q1
BRIGADE CAPITAL MANAGEMENT, LP added157,000$3M1.9%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed115,444$2M1.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added111,226$2M1.4%2026-Q1
Purpose Unlimited Inc. added110,021$2M1.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added102,061$2M1.3%2026-Q1
RBF Capital, LLC93,000$2M1.1%2026-Q1
MORGAN STANLEY trimmed84,849$1M1.0%2026-Q1
STATE STREET CORP added73,476$1M0.9%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added70,679$1M0.9%2026-Q1
Prescott Group Capital Management, L.L.C. added56,206$933K0.7%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed49,707$825K0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed43,560$723K0.5%2026-Q1
JPMORGAN CHASE & CO added40,781$655K0.5%2026-Q1
MARSHALL WACE, LLP trimmed37,036$615K0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new35,199$584K0.4%2026-Q1
NORTHERN TRUST CORP added34,032$565K0.4%2026-Q1
Bank of New York Mellon Corp trimmed27,774$461K0.3%2026-Q1
D. E. Shaw & Co., Inc. added27,508$457K0.3%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed26,050$432K0.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new26,016$432K0.3%2026-Q1
Integrated Wealth Concepts LLC trimmed25,289$420K0.3%2026-Q1
UBS Group AG trimmed24,229$402K0.3%2026-Q1
CITADEL ADVISORS LLC trimmed23,891$397K0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed21,338$354K0.3%2026-Q1
FIRST TRUST ADVISORS LP added17,210$286K0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed15,533$258K0.2%2026-Q1
XTX Topco Ltd added14,217$236K0.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added13,544$225K0.2%2026-Q1
Russell Investments Group, Ltd. trimmed12,947$215K0.2%2026-Q1
EverSource Wealth Advisors, LLC new1,272$210K0.2%2026-Q1
SIMPLEX TRADING, LLC trimmed11,268$187K0.1%2026-Q1
Nuveen, LLC new10,916$181K0.1%2026-Q1
Invesco Ltd. trimmed10,042$167K0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added7,703$128K0.1%2026-Q1
Corient IA LLC trimmed7,500$124K0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new5,450$90K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed3,857$64K0.0%2026-Q1
DEUTSCHE BANK AG\3,741$62K0.0%2026-Q1
GROUP ONE TRADING LLC trimmed3,426$57K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND3,400$56K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,366$39K0.0%2026-Q1
FMR LLC added1,816$30K0.0%2026-Q1
Vanguard Global Advisers, LLC new1,713$28K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,697$28K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,251$21K0.0%2026-Q1
PEAK6 LLC new937$16K0.0%2026-Q1
CITIGROUP INC added810$13K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed762$13K0.0%2026-Q1
BARCLAYS PLC trimmed664$11K0.0%2026-Q1
ROYAL BANK OF CANADA added565$9K0.0%2026-Q1
Ameritas Investment Partners, Inc.453$8K0.0%2026-Q1
Legal & General Group Plc403$7K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed275$5K0.0%2026-Q1
Sterling Capital Management LLC trimmed149$2K0.0%2026-Q1
CWM, LLC trimmed85$1K0.0%2026-Q1
Blackstone Inc. trimmed1,596,142$39M28.7%2025-Q4 stale
VANGUARD GROUP INC trimmed174,094$4M3.1%2025-Q4 stale
Bastion Asset Management Inc. trimmed99,351$2M1.7%2025-Q2 stale
Corient Private Wealth LLC new80,000$2M1.3%2025-Q3 stale
NFJ INVESTMENT GROUP, LLC trimmed52,137$1M0.9%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC new47,364$1M0.9%2025-Q4 stale
JANE STREET GROUP, LLC added34,855$844K0.6%2025-Q4 stale
Squarepoint Ops LLC added33,749$817K0.6%2025-Q4 stale
TWO SIGMA ADVISERS, LP added33,073$801K0.6%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed30,287$679K0.5%2025-Q3 stale
HRT FINANCIAL LP added26,612$644K0.5%2025-Q4 stale
CITIZENS FINANCIAL GROUP INC/RI trimmed25,000$605K0.4%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL24,641$553K0.4%2025-Q4 stale
OMERS ADMINISTRATION Corp added23,400$497K0.4%2025-Q1 stale
Cubist Systematic Strategies, LLC added22,132$496K0.4%2025-Q3 stale
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added19,838$422K0.3%2025-Q1 stale
Tidal Investments LLC new13,567$304K0.2%2025-Q3 stale
NKCFO LLC trimmed13,000$276K0.2%2025-Q1 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed12,345$262K0.2%2025-Q1 stale
Massar Capital Management, LP new11,000$234K0.2%2025-Q1 stale
Pekin Hardy Strauss, Inc. new10,250$230K0.2%2025-Q3 stale
RITHOLTZ WEALTH MANAGEMENT new10,792$229K0.2%2025-Q1 stale
Quantbot Technologies LP added9,599$215K0.2%2025-Q3 stale
GSA CAPITAL PARTNERS LLP trimmed9,412$211K0.2%2025-Q3 stale
Verition Fund Management LLC new8,311$201K0.1%2025-Q4 stale
Palisades Investment Partners, LLC new8,311$201K0.1%2025-Q4 stale
PRINCIPAL SECURITIES, INC. added7,700$173K0.1%2025-Q3 stale
BANK OF AMERICA CORP /DE/ trimmed6,916$167K0.1%2025-Q4 stale
AlphaQuest LLC2,837$69K0.1%2025-Q4 stale
Caption Management, LLC new1,746$41K0.0%2025-Q2 stale
Larson Financial Group LLC added1,574$37K0.0%2025-Q2 stale
Caitong International Asset Management Co., Ltd trimmed809$20K0.0%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed500$12K0.0%2025-Q2 stale
RAYMOND JAMES FINANCIAL INC new453$11K0.0%2025-Q2 stale
DV Trading LLC new400$10K0.0%2025-Q4 stale
FEDERATED HERMES, INC. new374$8K0.0%2025-Q3 stale
ACADIAN ASSET MANAGEMENT LLC new237$5K0.0%2025-Q1 stale
AMALGAMATED BANK added160$4K0.0%2025-Q4 stale
OSAIC HOLDINGS, INC. trimmed155$3K0.0%2025-Q1 stale
NISA INVESTMENT ADVISORS, LLC trimmed70$2K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership