Finance of America Companies Inc (FOA) Ownership

22.08 ↑1.34 (6.46%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Blackstone Inc is the biggest individual institutional holder of Finance of America Companies Inc (FOA), owning a total of 32.1 million shares. Combined, the top 49 institutional holders of FOA own 54.14% of the company with a total of 53.1 million shares.

In the latest ownership report on September 30th 2024, the top 49 institutional holders decreased their combined ownership of FOA by 2 thousand shares. 1 institutions bought 10 total additional shares and increased their ownership by an average of 0.00%. However 1 institutions sold 1,550 total shares and decreased their ownership by an average of 100%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Finance of America Companies decreased by a net total of -1,540 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Strategic Investment Solutions Inc	0.000%	0.000%	10	10	2024-09-30
Stratos Wealth Partners, LTD	0.000%	-100.000%	0	-1,550	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Blackstone Inc	32.335%	-0.089%	32,095,343	-28,619	2024-03-31
Cooperman Leon G	6.045%	0.000%	6,000,000	0	2024-03-31
Adage Capital Partners Gp LLC	3.368%	0.000%	3,342,883	0	2024-03-31
BlackRock Inc	2.839%	-4.023%	2,818,145	-118,134	2024-03-31
Vanguard Group Inc	2.210%	1.141%	2,193,550	24,748	2024-03-31
Long Focus Capital Management, LLC	1.113%	0.000%	1,104,348	0	2024-03-31
Geode Capital Management, LLC	0.912%	4.726%	905,610	40,869	2024-03-31
State Street Corp	0.772%	-0.474%	765,849	-3,650	2024-03-31
State Street Corporation	0.772%	-0.474%	765,849	-3,650	2024-03-31
Millennium Management LLC	0.572%	25.665%	500,000	102,117	2022-12-31
Northern Trust Corp	0.430%	-4.914%	426,269	-22,029	2024-03-31
HAWKEYE CAPITAL MANAGEMENT, LLC	0.633%	-45.430%	398,388	-331,658	2022-06-30
Kawa Capital Management Inc.	0.606%	0.000%	381,222	0	2022-06-30
Bank of New York Mellon Corp	0.162%	9.084%	160,415	13,358	2024-03-31
Raymond James Finl Svs Advisors, Inc.	0.173%	-18.333%	110,473	-24,800	2022-12-31
Renaissance Technologies Corp	0.110%	-3.779%	109,500	-4,300	2024-03-31
Zazove Associates LLC	0.122%	0.000%	106,144	0	2023-03-31
Morgan Stanley - Brokerage Accounts	0.102%	-48.559%	101,381	-95,700	2024-03-31
HighTower Advisors, LLC	0.098%	0.000%	97,528	0	2024-03-31
Goldman Sachs Group Inc	0.080%	-13.596%	77,366	-12,174	2023-12-31
JPMorgan Chase & Co	0.077%	19.547%	76,337	12,482	2024-03-31
Rhumbline Advisers	0.072%	1.380%	71,164	969	2024-03-31
JANE STREET GROUP, LLC	0.066%	221.019%	65,138	44,847	2023-12-31
UBS Group AG	0.054%	-24.960%	53,768	-17,884	2024-03-31
Group One Trading, LP	0.076%	1,465.840%	48,134	45,060	2022-09-30
Susquehanna International Group, LLP	0.054%	93.126%	47,706	23,004	2023-03-31
Weaver Consulting Group	0.052%	0.000%	46,029	0	2023-09-30
LLBH Private Wealth Management, LLC	0.046%	0.000%	45,722	0	2024-03-31
Bank of America Corp	0.042%	-63.164%	42,034	-72,076	2024-03-31
Stifel Financial Corp	0.040%	-0.053%	39,395	-21	2024-03-31
Barclays PLC	0.039%	-48.020%	38,412	-35,486	2024-03-31
Deutsche Bank AG	0.041%	49.298%	35,742	11,802	2023-06-30
COWEN AND COMPANY, LLC	0.033%	-6.463%	28,599	-1,976	2023-03-31
Strategic Investment Solutions Inc	0.000%	0.000%	10	10	2024-09-30
American International Group Inc	0.000%	-100.000%	0	-26,332	2024-06-30
Ameritas Investment Partners, Inc	0.000%	-100.000%	0	-2,618	2024-06-30
Amvescap Plc.	0.000%	-100.000%	0	-175,023	2024-06-30
California State Teachers Retirement Sys	0.000%	-100.000%	0	-6,067	2024-06-30
Capstone Financial Advisors Inc	0.000%	-100.000%	0	-25,000	2024-06-30
Charles Schwab Investment Management Inc	0.000%	-100.000%	0	-141,054	2024-06-30
Legal & General Group PLC	0.000%	-100.000%	0	-5,007	2024-06-30
LPL Financial Corp	0.000%	-100.000%	0	-12,000	2024-06-30
Nelson, Van Denburg & Campbell Wealth Management G	0.000%	-100.000%	0	-5	2024-06-30
New York State Common Retirement Fund	0.000%	-100.000%	0	-14,500	2024-06-30
Nuveen Asset Management, LLC	0.000%	-100.000%	0	-257,617	2024-06-30
SG Americas Securities, LLC	0.000%	-100.000%	0	-18,306	2024-06-30
Stratos Wealth Partners, LTD	0.000%	-100.000%	0	-1,550	2024-09-30
T. Rowe Price Associates, Inc.	0.000%	-100.000%	0	-11,748	2024-06-30
Wells Fargo & Co	0.000%	-100.000%	0	-18,728	2024-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Finance of America Companies Inc (FOA), owning a total of 1.5 million shares. Combined, the top 65 mutual fund holders of FOA own 12.57% of the company with a total of 9.2 million shares.

In the latest ownership report on September 30th 2024, the top 65 fund holders increased their combined ownership of FOA by 56 thousand shares. 8 funds bought 56,357 total additional shares and increased their ownership by an average of 83.87%. However 1 funds sold 3 total shares and decreased their ownership by an average of 0.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Finance of America Companies increased by a net total of 56,354 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.493%	0.000%	148,160	0	2024-09-30
Fidelity Extended Market Index	0.455%	92.243%	45,181	21,679	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.449%	0.000%	44,563	0	2024-09-30
Fidelity Total Market Index	0.143%	78.770%	14,214	6,263	2024-09-30
Fidelity Series Total Market Index	0.105%	97.185%	10,437	5,144	2024-09-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.089%	0.000%	8,865	8,865	2024-09-30
Northern Trust Extended Eq Market Idx	0.075%	157.486%	7,395	4,523	2024-09-30
NT Ext Equity Mkt Idx Fd - L	0.075%	157.486%	7,395	4,523	2024-09-30
BlackRock Extended Equity Market K	0.059%	-0.052%	5,813	-3	2024-09-30
Spartan Extended Market Index Pool E	0.046%	87.770%	4,606	2,153	2024-09-30
Vanguard U.S. Eq Idx £ Acc	0.032%	0.000%	3,207	3,207	2024-09-30
Spartan Total Market Index Pool E	0.025%	0.000%	2,454	0	2024-09-30
NT Ext Equity Mkt Idx Fd - NL	0.020%	0.000%	1,988	0	2024-09-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	1.688%	0.000%	1,481,602	0	2023-03-31
iShares Russell 2000 ETF	1.082%	0.767%	1,069,425	8,140	2024-05-30
Purpose Credit Opportunities Series F	0.564%	0.000%	560,224	0	2024-06-30
Fidelity Small Cap Index	0.495%	0.000%	491,270	0	2024-06-30
iShares Russell 2000 Value ETF	0.487%	-0.132%	481,210	-638	2024-05-30
Fidelity® Small Cap Index	0.531%	1.062%	467,376	4,910	2023-10-31
Vanguard Extended Market Index Investor	0.508%	7.052%	445,632	29,357	2023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.253%	0.000%	251,367	0	2024-05-31
State St Russell Sm Cap® Indx NL Cl C	0.226%	0.000%	197,987	0	2023-09-30
State St Russell Sm Cap® Indx SL Cl I	0.200%	0.000%	197,987	0	2024-05-31
Vanguard Russell 2000 ETF	0.199%	-0.777%	197,721	-1,548	2024-05-31
Nuveen Equity Index Instl	0.192%	0.000%	185,025	0	2024-02-29
Nuveen Equity Index R6	0.187%	0.000%	185,025	0	2024-05-31
TIAA-CREF Equity Index Instl	0.192%	0.000%	185,025	0	2024-02-29
Fidelity® Extended Market Index	0.191%	0.000%	167,617	0	2023-11-30
Invesco Russell 2000® Dynamic Mltfct ETF	0.165%	0.000%	164,029	0	2024-06-30
Vanguard Total Stock Mkt Idx Inv	1.493%	0.000%	148,160	0	2024-09-30
NT R2000 Value Index Fund - NL	0.142%	-15.186%	140,946	-25,237	2023-12-31
NT R2000 Index Fund - NL	0.138%	-1.974%	136,714	-2,753	2024-06-30
Schwab Small Cap Index	0.123%	0.000%	122,094	0	2024-05-31
DGC NS Raymond James Strg Buy SelAUSDAcc	0.181%	7.254%	113,825	7,698	2022-10-31
iShares Micro-Cap ETF	0.112%	-1.371%	110,390	-1,534	2024-05-30
Invesco Raymond James SB-1 Equity ETF	0.175%	0.000%	109,889	0	2022-10-31
WisdomTree US SmallCap Earnings ETF	0.173%	0.000%	108,803	0	2022-11-30
Northern Trust Russell 2000 Value Index	0.109%	2.603%	108,264	2,747	2024-06-30
NT R2000 Value Index Fund - L	0.109%	2.603%	108,264	2,747	2024-06-30
NT R2000 Index Fund - DC - NL - 2	0.109%	-2.322%	108,184	-2,572	2024-06-30
Russell 2000 Index Non-Lendable Fund E	0.102%	0.648%	101,243	652	2024-03-31
BlackRock Russell 2500™ Index F	0.101%	0.041%	100,441	41	2024-03-31
iShares Russell 2000 Small-Cap Idx Instl	0.086%	0.000%	85,338	0	2024-05-31
Fidelity® Total Market Index	0.091%	0.000%	79,830	0	2023-05-31
BlackRock Extended Mkt Composite	0.069%	1.388%	68,284	935	2023-09-30
Nuveen Small Cap Blend Idx R6	0.067%	0.000%	65,984	0	2024-05-31
EQ/2000 Managed Volatility IB	0.060%	0.000%	59,046	0	2024-05-31
Northern Small Cap Value	0.056%	0.000%	55,177	0	2024-06-30
Russell Personalized DI All Cap SMA	0.053%	0.000%	52,833	0	2024-06-30
Fidelity Extended Market Index	0.455%	92.243%	45,181	21,679	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.449%	0.000%	44,563	0	2024-09-30
Northern Trust Russell 2000 Index	0.045%	8.390%	44,339	3,432	2024-06-30
LVIP SSgA Small Cap Index Std	0.004%	0.000%	43,600	0	2024-03-31
Fidelity Small Cap Value Index	0.044%	0.000%	43,566	0	2024-06-30
NT R2000 Index Fund - L	0.044%	7.682%	43,256	3,086	2024-06-30
Vanguard Russell 2000 Value ETF	0.043%	9.513%	42,538	3,695	2024-06-30
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.016%	-0.044%	15,970	-7	2024-06-30
Fidelity Total Market Index	0.143%	78.770%	14,214	6,263	2024-09-30
SSgA Russell 2000 Index Strategy	0.014%	0.000%	14,109	0	2023-12-31
Northern Small Cap Index	0.013%	0.000%	13,236	0	2024-06-30
Northern Trust Russell 3000 Index	0.012%	-0.220%	12,269	-27	2024-06-30
NT R3000 Index Fund - L	0.012%	0.000%	11,950	11,950	2024-06-30
Fidelity Series Total Market Index	0.105%	97.185%	10,437	5,144	2024-09-30
BNYM Mellon SL Market Completion UC1	0.010%	0.068%	10,344	7	2024-06-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.089%	0.000%	8,865	8,865	2024-09-30
SSgA U.S. Extended Market Index Class I	0.009%	0.000%	8,800	0	2023-12-31
Northern Trust Extended Eq Market Idx	0.075%	157.486%	7,395	4,523	2024-09-30
NT Ext Equity Mkt Idx Fd - L	0.075%	157.486%	7,395	4,523	2024-09-30
BlackRock Small Cap Index V.I. I	0.006%	0.000%	6,243	0	2024-03-31
BlackRock Extended Equity Market K	0.059%	-0.052%	5,813	-3	2024-09-30
NT Quality Small Cap Value	0.006%	108.462%	5,518	2,871	2024-06-30
Spartan Extended Market Index Pool E	0.046%	87.770%	4,606	2,153	2024-09-30
Nationwide Multi-Cap Portfolio R6	0.004%	0.000%	4,182	0	2024-05-31
SSgA U.S. Total Market Index Strategy	0.004%	42.199%	3,609	1,071	2024-06-30
Vanguard U.S. Eq Idx £ Acc	0.032%	0.000%	3,207	3,207	2024-09-30
T. Rowe Price Small-Cap Index I	0.003%	0.000%	2,796	0	2024-06-30
Spartan Total Market Index Pool E	0.025%	0.000%	2,454	0	2024-09-30
NT Ext Equity Mkt Idx Fd - NL	0.020%	0.000%	1,988	0	2024-09-30