FINANCE OF AMERICA COMPAN (FOA)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
80
Reporting holders
$142.7M
Reported value
7.5%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COOPERMAN LEON G | $35.4M | 1,286,068 | 1.00% | 8q | HELD |
| Beach Point Capital Management LP | $25.5M | 927,837 | 9.89% | 6q | HELD |
| BlackRock, Inc. | $8.4M | 304,153 | 0.00% | 8q | +5.5%+$436.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.7M | 281,039 | 0.00% | 2q | -13.5%-$1.2M |
| BRIGADE CAPITAL MANAGEMENT, LP | $7.7M | 280,476 | 1.44% | 7q | +78.6%+$3.4M |
| AMERICAN CENTURY COMPANIES INC | $4.8M | 174,786 | 0.00% | 7q | +8.8%+$390.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 30,452 | 0.00% | 7q | -30.1%-$1.9M |
| DIMENSIONAL FUND ADVISORS LP | $3.7M | 135,623 | 0.00% | 6q | +32.9%+$923.6K |
| CITADEL ADVISORS LLC | $3.3M | options only | 0.00% | 7q | OPTIONS |
| GEODE CAPITAL MANAGEMENT, LLC | $3.2M | 115,214 | 0.00% | 8q | +3.6%+$109.8K |
| Purpose Unlimited Inc. | $3.0M | 110,021 | 0.12% | 3q | HELD |
| RBF Capital, LLC | $2.8M | 102,320 | 0.12% | 8q | +10.0%+$256.5K |
| PEAK6 LLC | $2.5M | options only | 0.01% | 7q | OPTIONS |
| Corient IA LP | $2.5M | 91,500 | 2.32% | 2q | +1120.0%+$2.3M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.5M | 89,168 | 0.01% | 3q | +26.2%+$508.8K |
| STATE STREET CORP | $2.0M | 73,284 | 0.00% | 7q | HELD |
| TWO SIGMA INVESTMENTS, LP | $2.0M | 71,300 | 0.00% | 5q | -38.2%-$1.2M |
| SEGALL BRYANT & HAMILL, LLC | $1.8M | 66,892 | 0.02% | new | NEW |
| MORGAN STANLEY | $1.8M | 66,100 | 0.00% | 8q | -22.1%-$516.0K |
| Prescott Group Capital Management, L.L.C. | $1.5M | 56,206 | 0.13% | 4q | HELD |
| JPMORGAN CHASE & CO | $1.3M | 48,582 | 0.00% | 8q | +19.1%+$213.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.3M | 46,876 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.2M | 42,195 | 0.00% | 7q | +97.7%+$574.0K |
| D. E. Shaw & Co., Inc. | $1.0M | 36,924 | 0.00% | 6q | +34.2%+$259.1K |
| NORTHERN TRUST CORP | $898.0K | 32,629 | 0.00% | 7q | -4.1%-$38.6K |
| VANGUARD FIDUCIARY TRUST CO | $872.4K | 31,700 | 0.00% | 2q | -9.9%-$96.3K |
| MARSHALL WACE, LLP | $857.9K | 31,172 | 0.00% | 4q | -16.4%-$167.9K |
| Bank of New York Mellon Corp | $731.9K | 26,596 | 0.00% | 5q | -4.2%-$32.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $725.5K | 26,361 | 0.00% | 2q | +1.3%+$9.5K |
| SIMPLEX TRADING, LLC | $721.0K | options only | 0.00% | 7q | OPTIONS |
| STATE OF WISCONSIN INVESTMENT BOARD | $502.5K | 18,259 | 0.00% | 4q | -29.9%-$214.4K |
| AMERIPRISE FINANCIAL INC | $482.2K | 17,521 | 0.00% | new | NEW |
| FIRST TRUST ADVISORS LP | $468.3K | 17,018 | 0.00% | 4q | -1.1%-$5.3K |
| IMC-Chicago, LLC | $463.4K | 8,738 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $427.3K | 15,526 | 0.00% | 5q | HELD |
| Sixth Street Partners Management Company, L.P. | $427.3K | 15,526 | 0.00% | new | NEW |
| UBS Group AG | $416.3K | 15,127 | 0.00% | 8q | -37.6%-$250.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $383.7K | 13,944 | 0.01% | 3q | +3.0%+$11.0K |
| Russell Investments Group, Ltd. | $369.5K | 13,427 | 0.00% | 4q | +3.7%+$13.2K |
| XTX Topco Ltd | $295.6K | 10,742 | 0.00% | 3q | -24.4%-$95.6K |
| RAYMOND JAMES FINANCIAL INC | $285.1K | 10,360 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $250.4K | 9,100 | 0.00% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $240.2K | 8,730 | 0.00% | 2q | +60.2%+$90.3K |
| State of Wyoming | $212.9K | 7,737 | 0.02% | new | NEW |
| GROUP ONE TRADING LLC | $184.2K | 992 | 0.00% | 7q | -71.0%-$451.9K |
| DEUTSCHE BANK AG\ | $106.1K | 3,856 | 0.00% | 3q | +3.1%+$3.2K |
| RHUMBLINE ADVISERS | $102.5K | 3,723 | 0.00% | 5q | -3.5%-$3.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $93.6K | 3,400 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $89.7K | 3,258 | 0.00% | 5q | -4.0%-$3.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49.3K | 1,792 | 0.00% | 5q | -24.3%-$15.8K |
| CITIGROUP INC | $49.0K | 1,782 | 0.00% | 8q | +120.0%+$26.7K |
| Vanguard Global Advisers, LLC | $47.1K | 1,713 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $46.6K | 1,694 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $42.1K | 1,528 | 0.00% | 6q | +100.5%+$21.1K |
| Police & Firemen's Retirement System of New Jersey | $34.4K | 1,251 | 0.00% | 5q | HELD |
| FMR LLC | $30.9K | 1,122 | 0.00% | 8q | -38.2%-$19.1K |
| ROYAL BANK OF CANADA | $26.0K | 937 | 0.00% | 6q | +67.6%+$10.5K |
| Arax Advisory Partners | $15.0K | 545 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $12.5K | 453 | 0.00% | 5q | HELD |
| BARCLAYS PLC | $11.9K | 433 | 0.00% | 7q | -34.8%-$6.4K |
| Legal & General Group Plc | $11.1K | 403 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $5.0K | 180 | 0.00% | 2q | -99.3%-$691.5K |
| PNC Financial Services Group, Inc. | $4.7K | 169 | 0.00% | 2q | +482.8%+$3.9K |
| Allworth Financial LP | $4.1K | 148 | 0.00% | 4q | +957.1%+$3.7K |
| IFP Advisors, Inc | $2.5K | 90 | 0.00% | 3q | +8900.0%+$2.4K |
| Sterling Capital Management LLC | $2.3K | 84 | 0.00% | 5q | -43.6%-$1.8K |
| EverSource Wealth Advisors, LLC | $1.2K | 43 | 0.00% | 2q | +1333.3%+$1.1K |
| ROTHSCHILD INVESTMENT LLC | $798 | 29 | 0.00% | 2q | +2800.0% |
| GAMMA Investing LLC | $688 | 25 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $688 | 25 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $633 | 23 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $557 | 23 | 0.00% | 2q | HELD |
| LSV ASSET MANAGEMENT | $552 | 20,054 | 0.00% | new | NEW |
| Fortitude Family Office, LLC | $495 | 18 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $385 | 14 | 0.00% | 8q | +600.0% |
| True Wealth Design, LLC | $303 | 11 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $275 | 10 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $221 | 8 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $83 | 3 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $82 | 3 | 0.00% | 2q | HELD |
| Clearstead Advisors, LLC | $56 | 2 | 0.00% | new | NEW |
| Covestor Ltd | $1 | 51 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13D/A | Bloom Retirement Holdings Inc.with 1 co-filers | 9.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | $142.7M | 4,797,019 | 20 | 25 | 22 | 7.5% |
| Q1 2026 | 75 | $91.0M | 4,560,761 | 17 | 23 | 20 | 16.9% |
| Q4 2025 | 71 | $174.9M | 5,943,336 | 12 | 23 | 16 | 17.7% |
| Q3 2025 | 74 | $200.2M | 7,111,941 | 20 | 22 | 15 | 20.3% |
| Q2 2025 | 61 | $190.6M | 6,746,336 | 22 | 19 | 10 | 17.5% |
| Q1 2025 | 49 | $171.5M | 6,361,154 | 13 | 17 | 6 | 21.0% |
| Q4 2024 | 40 | $182.9M | 5,454,752 | 23 | 11 | 1 | 16.4% |
| Q3 2024 | 23 | $55.9M | 4,829,173 | 20 | 0 | 2 | 0.0% |
| Q2 2024 | 51 | $25.9M | 50,013,699 | 20 | 9 | 14 | 4.9% |
| Q1 2024 | 42 | $37.8M | 51,481,436 | 3 | 10 | 12 | 0.0% |
| Q4 2023 | 47 | $57.3M | 51,678,013 | 6 | 16 | 8 | 0.8% |
| Q3 2023 | 42 | $65.3M | 50,772,077 | 1 | 14 | 11 | 0.5% |
| Q2 2023 | 46 | $98.3M | 50,956,164 | 4 | 22 | 9 | 1.0% |
| Q1 2023 | 41 | $60.9M | 49,017,155 | 4 | 13 | 12 | 0.1% |
| Q4 2022 | 38 | $47.5M | 37,354,967 | 3 | 12 | 10 | 0.2% |
| Q3 2022 | 54 | $56.9M | 38,239,542 | 7 | 17 | 16 | 0.6% |
| Q2 2022 | 64 | $60.1M | 38,356,666 | 9 | 29 | 17 | 0.7% |
| Q1 2022 | 68 | $275.1M | 90,662,507 | 13 | 16 | 32 | 0.2% |
| Q4 2021 | 68 | $371.8M | 93,467,837 | 20 | 22 | 18 | 0.2% |
| Q3 2021 | 59 | $475.9M | 95,164,652 | 10 | 24 | 13 | 1.0% |
| Q2 2021 | 69 | $790.1M | 101,451,618 | 71 | 0 | 0 | 2.0% |