Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FOA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | COOPERMAN LEON G | 1.3M | $21.3M | 0.0% | 12.673% | 0.70% |
| 2 | Beach Point Capital Management LP | 928K | $15.4M | +17.5% | 9.143% | 6.08% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 325K | $5.4M | β | 3.201% | 0.00% |
| 4 | BlackRock, Inc. | 288K | $4.8M | -2.5% | 2.841% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 161K | $2.7M | +26.7% | 1.583% | 0.00% |
| 6 | BRIGADE CAPITAL MANAGEMENT, LP | 157K | $2.6M | +91.5% | 1.547% | 1.75% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 136K | $2.3M | β | 1.337% | 0.00% |
| 8 | TWO SIGMA INVESTMENTS, LP | 115K | $1.9M | -13.4% | 1.138% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 111K | $1.8M | +2.6% | 1.096% | 0.00% |
| 10 | Purpose Unlimited Inc. | 110K | $1.8M | β | 1.084% | 0.08% |
| 11 | UBS Group AG | 109K | $1.8M | -13.5% | 1.070% | 0.00% |
| 12 | CITADEL ADVISORS LLC | 105K | $1.7M | β | 1.037% | 0.00% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 102K | $1.7M | +56.7% | 1.006% | 0.00% |
| 14 | RBF Capital, LLC | 93K | $1.5M | 0.0% | 0.916% | 0.08% |
| 15 | MORGAN STANLEY | 85K | $1.4M | -24.3% | 0.836% | 0.00% |
| 16 | STATE STREET CORP | 73K | $1.2M | +0.6% | 0.724% | 0.00% |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | 71K | $1.2M | +616.4% | 0.697% | 0.00% |
| 18 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 56K | $933K | +155.5% | 0.554% | 0.09% |
| 19 | MILLENNIUM MANAGEMENT LLC | 50K | $825K | -7.6% | 0.490% | 0.00% |
| 20 | MARSHALL WACE, LLP | 37K | $619K | -57.7% | 0.367% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 35K | $584K | β | 0.347% | 0.00% |
| 22 | NORTHERN TRUST CORP | 34K | $565K | +1.4% | 0.335% | 0.00% |
| 23 | Bank of New York Mellon Corp | 28K | $461K | -6.1% | 0.274% | 0.00% |
| 24 | D. E. Shaw & Co., Inc. | 28K | $457K | +58.2% | 0.271% | 0.00% |
| 25 | STATE OF WISCONSIN INVESTMENT BOARD | 26K | $432K | -8.8% | 0.257% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FOA β a direct measure of their conviction.
Filings activity in FOA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 68 | +4.6% | 38.75% | 34.13 pp | $80M | 47% |
| Q4 2025 | 65 | 7.1% | 72.88% | 6.35 pp | $150M | 8.0% |
| Q3 2025 | 70 | +19% | 79.23% | 3.62 pp | $163M | 4.4% |
| Q2 2025 | 59 | +31% | 82.85% | +17.18 pp | $170M | +26% |
| Q1 2025 | 45 | +25% | 65.67% | 8.52 pp | $135M | 11% |
| Q4 2024 | 36 | +50% | 74.19% | +46.99 pp | $152M | +173% |
| Q3 2024 | 24 | 52% | 27.20% | +15.24 pp | $56M | +127% |
| Q2 2024 | 50 | β | 11.96% | β | $25M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FOA stock.
Based on Q1 2026 13F filings, institutional ownership of Finance Of America Companies Inc. stands at 38.8%, held across 68 reporting institutions.
COOPERMAN LEON G is the largest reported institutional holder of FOA, with approximately 1,286,068 shares worth $0.02B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of FOA, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for FOA is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
22 institutions opened new positions in FOA during Q1 2026, while 19 fully exited. 12 added to existing positions and 33 trimmed.
FOA institutional ownership fell by 34.13 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 75.4% of all reported 13F value in FOA, and the top 25 account for 94.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Finance Of America Companies Inc. (FOA) Institutional Ownership