Who owns Finance Of America Companies (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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 24 added or opened and 1 trimmed or exited — on balance accumulating.
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 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 75 tracked filers holding FOA, 43 increased or opened the position and 34 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 2026-Q1 and 2026-Q2 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 2
- SEGALL BRYANT & HAMILL, LLC$2M
- AQR CAPITAL MANAGEMENT LLC$1M
Full exits 1
- MILLENNIUM MANAGEMENT LLC$825K
Largest adds
- COOPERMAN LEON G$14M
- Beach Point Capital Management LP$10M
- BRIGADE CAPITAL MANAGEMENT, LP$5M
- BlackRock, Inc.$4M
- Corient IA LP$2M
- VANGUARD CAPITAL MANAGEMENT LLC$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 | 1,286,068 | $35M | 18.7% | 2026-Q2 |
| Beach Point Capital Management LP | 927,837 | $26M | 13.5% | 2026-Q2 |
| BlackRock, Inc. added | 304,153 | $8M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 281,039 | $8M | 4.1% | 2026-Q2 |
| BRIGADE CAPITAL MANAGEMENT, LP added | 280,476 | $8M | 4.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 174,786 | $5M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 135,623 | $4M | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 115,214 | $3M | 1.7% | 2026-Q2 |
| Purpose Unlimited Inc. | 110,021 | $3M | 1.6% | 2026-Q2 |
| RBF Capital, LLC added | 102,320 | $3M | 1.5% | 2026-Q2 |
| Corient IA LP added | 91,500 | $3M | 1.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 89,168 | $2M | 1.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 73,284 | $2M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 71,300 | $2M | 1.0% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC new | 66,892 | $2M | 1.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 66,100 | $2M | 1.0% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 56,206 | $2M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 48,582 | $1M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 46,876 | $1M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 42,195 | $1M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 36,924 | $1M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 32,629 | $898K | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 31,700 | $872K | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 31,172 | $858K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,452 | $838K | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 26,596 | $732K | 0.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 26,361 | $725K | 0.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 18,259 | $502K | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 17,521 | $482K | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 17,018 | $468K | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 15,526 | $427K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 15,127 | $416K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 13,944 | $384K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 13,427 | $370K | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 10,742 | $296K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 10,360 | $285K | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 9,100 | $250K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC new | 8,738 | $240K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 8,730 | $240K | 0.1% | 2026-Q2 |
| State of Wyoming new | 7,737 | $213K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 3,856 | $106K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 3,723 | $102K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,400 | $94K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,258 | $90K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 1,792 | $49K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 1,782 | $49K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 1,713 | $47K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 1,528 | $42K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $34K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 1,122 | $31K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 992 | $27K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 937 | $26K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 545 | $15K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 453 | $12K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 433 | $12K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 403 | $11K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 169 | $5K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 148 | $4K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 90 | $2K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 84 | $2K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 54 | $1K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 43 | $1K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 29 | $798 | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 25 | $688 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC new | 25 | $688 | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC new | 23 | $633 | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 23 | $557 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC trimmed | 18 | $495 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 14 | $385 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC new | 11 | $303 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 10 | $275 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 8 | $221 | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC new | 3 | $83 | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 3 | $82 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 2 | $56 | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 49,707 | $825K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC trimmed | 25,289 | $420K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 23,891 | $397K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC trimmed | 11,268 | $187K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Nuveen, LLC new | 10,916 | $181K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Blackstone Inc. trimmed | 1,596,142 | $39M | 20.4% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC trimmed | 174,094 | $4M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| NFJ INVESTMENT GROUP, LLC trimmed | 52,137 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| LAZARD ASSET MANAGEMENT LLC new | 47,364 | $1M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 34,855 | $844K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Squarepoint Ops LLC added | 33,749 | $817K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP added | 33,073 | $801K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP added | 26,612 | $644K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 25,000 | $605K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| TUDOR INVESTMENT CORP ET AL | 24,641 | $553K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Palisades Investment Partners, LLC new | 8,311 | $201K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Verition Fund Management LLC new | 8,311 | $201K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Corient Private Wealth LLC new | 80,000 | $2M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 30,287 | $679K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Cubist Systematic Strategies, LLC new | 22,132 | $496K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Tidal Investments LLC new | 13,567 | $304K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Pekin Hardy Strauss, Inc. new | 10,250 | $230K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Quantbot Technologies LP new | 9,599 | $215K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 9,412 | $211K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Bastion Asset Management Inc. trimmed | 99,351 | $2M | 1.2% | 2025-Q2 stale (4 quarters behind) |
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.