Finance of America Companies Inc. (FOA) — Institutional Holders, Q2 2026
78 institutional investment managers reported a FOA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $132.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FOA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BRIGADE CAPITAL MANAGEMENTAdded · +123,476 sh+$3.4M
- Corient IAAdded · +84,000 sh+$2.3M
- SEGALL BRYANT & HAMILLNew · +66,892 sh+$1.8M
- AQR CAPITAL MANAGEMENTNew · +46,876 sh+$1.3M
- DIMENSIONAL FUND ADVISORSAdded · +33,562 sh+$923.6K
Biggest sellers
- MILLENNIUM MANAGEMENTSold out · -49,707 sh-$1.4M
- TWO SIGMA INVESTMENTSTrimmed · -44,144 sh-$1.2M
- VANGUARD CAPITAL MANAGEMENTTrimmed · -43,783 sh-$1.2M
- Integrated Wealth ConceptsTrimmed · -25,109 sh-$691.0K
- CITADEL ADVISORSSold out · -23,891 sh-$657.5K
FOA 13F holders ranked 1–78 of 78
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | COOPERMAN LEON G#1 · 1,286,068 sh | 1,286,068 | $35.4M | 1.00% | 0.0% |
| 2 | Beach Point Capital Management#2 · 927,837 sh | 927,837 | $25.5M | — | 0.0% |
| 3 | BlackRock#3 · 304,153 sh | 304,153 | $8.4M | <0.01% | +5.5% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 281,039 sh | 281,039 | $7.7M | <0.01% | -13.5% |
| 5 | BRIGADE CAPITAL MANAGEMENT#5 · 280,476 sh | 280,476 | $7.7M | 1.44% | +78.6% |
| 6 | AMERICAN CENTURY COMPANIES#6 · 174,786 sh | 174,786 | $4.8M | <0.01% | +8.8% |
| 7 | DIMENSIONAL FUND ADVISORS#7 · 135,623 sh | 135,623 | $3.7M | <0.01% | +32.9% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 115,214 sh | 115,214 | $3.2M | <0.01% | +3.6% |
| 9 | Purpose Unlimited#9 · 110,021 sh | 110,021 | $3.0M | 0.12% | 0.0% |
| 10 | RBF Capital#10 · 102,320 sh | 102,320 | $2.8M | 0.12% | +10.0% |
| 11 | Corient IA#11 · 91,500 sh | 91,500 | $2.5M | 2.32% | +1120.0% |
| 12 | JACOBS LEVY EQUITY MANAGEMENT#12 · 89,168 sh | 89,168 | $2.5M | <0.01% | +26.2% |
| 13 | STATE STREET#13 · 73,284 sh | 73,284 | $2.0M | <0.01% | -0.3% |
| 14 | TWO SIGMA INVESTMENTS#14 · 71,300 sh | 71,300 | $2.0M | <0.01% | -38.2% |
| 15 | SEGALL BRYANT & HAMILL#15 · 66,892 sh | 66,892 | $1.8M | 0.02% | New |
| 16 | MORGAN STANLEY#16 · 66,100 sh | 66,100 | $1.8M | <0.01% | -22.1% |
| 17 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#17 · 56,206 sh | 56,206 | $1.5M | 0.13% | 0.0% |
| 18 | JPMORGAN CHASE#18 · 48,582 sh | 48,582 | $1.3M | <0.01% | +19.1% |
| 19 | AQR CAPITAL MANAGEMENT#19 · 46,876 sh | 46,876 | $1.3M | <0.01% | New |
| 20 | GOLDMAN SACHS GROUP#20 · 42,195 sh | 42,195 | $1.2M | <0.01% | +97.7% |
| 21 | D. E. Shaw#21 · 36,924 sh | 36,924 | $1.0M | <0.01% | +34.2% |
| 22 | NORTHERN#22 · 32,629 sh | 32,629 | $898.0K | <0.01% | -4.1% |
| 23 | VANGUARD FIDUCIARY#23 · 31,700 sh | 31,700 | $872.4K | <0.01% | -9.9% |
| 24 | MARSHALL WACE, LLP#24 · 31,172 sh | 31,172 | $857.9K | <0.01% | -16.4% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#25 · 30,452 sh | 30,452 | $838.0K | <0.01% | -30.1% |
| 26 | Bank of New York Mellon#26 · 26,596 sh | 26,596 | $731.9K | <0.01% | -4.2% |
| 27 | VANGUARD PORTFOLIO MANAGEMENT#27 · 26,361 sh | 26,361 | $725.5K | 0.00% | +1.3% |
| 28 | LSV ASSET MANAGEMENT#28 · 20,054 sh | 20,054 | $552.0K | <0.01% | New |
| 29 | STATE OF WISCONSIN INVESTMENT BOARD#29 · 18,259 sh | 18,259 | $502.5K | <0.01% | -29.9% |
| 30 | AMERIPRISE FINANCIAL#30 · 17,521 sh | 17,521 | $482.2K | <0.01% | New |
| 31 | FIRST ADVISORS#31 · 17,018 sh | 17,018 | $468.3K | <0.01% | -1.1% |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT#32 · 15,526 sh | 15,526 | $427.3K | <0.01% | 0.0% |
| 33 | UBS Group AG#33 · 15,127 sh | 15,127 | $416.3K | <0.01% | -37.6% |
| 34 | BRIDGEWAY CAPITAL MANAGEMENT#34 · 13,944 sh | 13,944 | $383.7K | <0.01% | +3.0% |
| 35 | Russell Investments Group, Ltd.#35 · 13,427 sh | 13,427 | $369.5K | <0.01% | +3.7% |
| 36 | XTX Topco Ltd#36 · 10,742 sh | 10,742 | $295.6K | <0.01% | -24.4% |
| 37 | RAYMOND JAMES FINANCIAL#37 · 10,360 sh | 10,360 | $285.1K | <0.01% | New |
| 38 | CANADA PENSION PLAN INVESTMENT BOARD#38 · 9,100 sh | 9,100 | $250.4K | <0.01% | New |
| 39 | IMC-Chicago#39 · 8,738 sh | 8,738 | $240.5K | <0.01% | New |
| 40 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#40 · 8,730 sh | 8,730 | $240.3K | <0.01% | +60.2% |
| 41 | State of Wyoming#41 · 7,737 sh | 7,737 | $212.9K | 0.02% | New |
| 42 | DEUTSCHE BANK AG\#42 · 3,856 sh | 3,856 | $106.1K | 0.00% | +3.1% |
| 43 | RHUMBLINE ADVISERS#43 · 3,723 sh | 3,723 | $102.5K | <0.01% | -3.5% |
| 44 | NEW YORK STATE COMMON RETIREMENT FUND#44 · 3,400 sh | 3,400 | $93.6K | <0.01% | 0.0% |
| 45 | WELLS FARGO & COMPANY#45 · 3,258 sh | 3,258 | $89.7K | 0.00% | +92.0% |
| 46 | MIRAE ASSET GLOBAL ETFS Ltd.#46 · 1,792 sh | 1,792 | $49.3K | <0.01% | -24.3% |
| 47 | CITIGROUP#47 · 1,782 sh | 1,782 | $49.0K | 0.00% | +120.0% |
| 48 | Vanguard Global Advisers#48 · 1,713 sh | 1,713 | $47.1K | 0.00% | 0.0% |
| 49 | Tower Research Capital (TRC)#49 · 1,528 sh | 1,528 | $42.1K | <0.01% | +100.5% |
| 50 | Police & Firemen's Retirement System of New Jersey#50 · 1,251 sh | 1,251 | $34.4K | <0.01% | 0.0% |
| 51 | FMR#51 · 1,122 sh | 1,122 | $30.9K | 0.00% | -38.2% |
| 52 | GROUP ONE TRADING, L.P.#52 · 992 sh | 992 | $27.3K | 0.00% | -71.0% |
| 53 | ROYAL BANK OF CANADA#53 · 937 sh | 937 | $26.0K | 0.00% | +65.8% |
| 54 | SRS Capital Advisors#54 · 545 sh | 545 | $15.0K | <0.01% | New |
| 55 | Ameritas Investment Partners#55 · 453 sh | 453 | $12.5K | <0.01% | 0.0% |
| 56 | BARCLAYS PLC#56 · 433 sh | 433 | $11.9K | 0.00% | -34.8% |
| 57 | Legal & General Group Plc#57 · 403 sh | 403 | $11.1K | 0.00% | 0.0% |
| 58 | Integrated Wealth Concepts#58 · 180 sh | 180 | $5.0K | 0.00% | -99.3% |
| 59 | PNC FINANCIAL SERVICES GROUP#59 · 169 sh | 169 | $4.7K | 0.00% | +482.8% |
| 60 | Allworth Financial#60 · 148 sh | 148 | $4.1K | 0.00% | +957.1% |
| 61 | IFP Advisors#61 · 90 sh | 90 | $2.5K | — | +8900.0% |
| 62 | Sterling Capital Management#62 · 84 sh | 84 | $2.3K | — | -43.6% |
| 63 | EverSource Wealth Advisors#63 · 43 sh | 43 | $1.2K | 0.00% | -96.6% |
| 64 | Covestor Ltd#64 · 51 sh | 51 | $1.0K | <0.01% | New |
| 65 | ROTHSCHILD INVESTMENT#65 · 29 sh | 29 | $798.00 | 0.00% | +2800.0% |
| 66 | GAMMA Investing#66 · 25 sh | 25 | $688.00 | — | New |
| 67 | ACTION POINT FINANCIAL PLANNING#67 · 25 sh | 25 | $688.00 | <0.01% | New |
| 68 | Bogart Wealth#68 · 23 sh | 23 | $633.00 | 0.00% | New |
| 69 | JONES FINANCIAL COMPANIES LLLP#69 · 23 sh | 23 | $557.00 | 0.00% | 0.0% |
| 70 | Fortitude Family Office#70 · 18 sh | 18 | $495.00 | — | New |
| 71 | Farther Finance Advisors#71 · 14 sh | 14 | $385.00 | — | +600.0% |
| 72 | True Wealth Design#72 · 11 sh | 11 | $303.00 | — | New |
| 73 | Wealth Enhancement Services#73 · 10 sh | 10 | $275.00 | — | New |
| 74 | SJS Investment Consulting#74 · 8 sh | 8 | $221.00 | — | New |
| 75 | JPL Wealth Management#75 · 3 sh | 3 | $83.00 | 0.00% | New |
| 76 | Transamerica Financial Advisors#76 · 3 sh | 3 | $82.00 | 0.00% | 0.0% |
| 77 | Clearstead Advisors#77 · 2 sh | 2 | $56.00 | 0.00% | New |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#78 · 54 sh | 54 | — | — | -80.4% |
Funds that sold out of FOA in Q2 2026 (11)
Held FOA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MILLENNIUM MANAGEMENT49,707 sh | 49,707 | $825.1K |
| CITADEL ADVISORS23,891 sh | 23,891 | $396.6K |
| SIMPLEX TRADING11,268 sh | 11,268 | $187.0K |
| Nuveen10,916 sh | 10,916 | $181.2K |
| Invesco Ltd.10,042 sh | 10,042 | $166.7K |
| LOS ANGELES CAPITAL MANAGEMENT7,703 sh | 7,703 | $127.9K |
| PEAK6937 sh | 937 | $15.6K |
| Essential Partners41 sh | 41 | $681.00 |
| Root Financial Partners22 sh | 22 | $365.00 |
| MAI Capital Management13 sh | 13 | $216.00 |
| Advisory Services Network3 sh | 3 | $50.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.