MetaCap

Who Owns Finance of America Companies Stock?

NYSE: FOAFinancial ServicesCredit ServicesUSD

12.82-0.23 (-1.76%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
59.76%
Institutional holders
119
  • Institutions 51.3%
  • Insiders 48.7%
  • Public and other 0.0%

Who owns Finance of America Companies stock?

Institutional investors own about 59.8% of Finance of America Companies's shares, spread across 119 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 48.72% of FOA.

The largest institutional holders are Cooperman, Leon G. (13.95%), Beach Point Capital Management LP (10.07%) and Blackrock Inc. (3.30%). Together, the top 10 institutions control 40.3% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their FOA positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of FOA

Finance of America Companies top institutional holders
InstitutionShares% HeldChange
Cooperman, Leon G.1.29M13.95%0.0%
Beach Point Capital Management LP927.84K10.07%0.0%
Blackrock Inc.304.15K3.30%+5.5%
Vanguard Capital Management LLC281.04K3.05%-13.5%
Brigade Capital Management, LP280.48K3.04%+78.7%
American Century Companies Inc174.79K1.90%+8.8%
Dimensional Fund Advisors LP135.62K1.47%+32.9%
Geode Capital Management, LLC115.21K1.25%+3.6%
Purpose Unlimited Inc.110.02K1.19%0.0%
RBF Capital, LLC102.32K1.11%+10.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of FOA

Finance of America Companies top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund209.40K2.27%
iShares Trust-iShares Russell 2000 ETF135.61K1.47%
American Century ETF Trust-Avantis U.S. Small Cap Value ETF134.48K1.46%
NORTHERN LIGHTS FUND TRUST II-North Star Small Cap Value Fund84.24K0.91%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund63.59K0.69%
iShares Trust-iShares Russell 2000 Value ETF44.01K0.48%
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund41.09K0.45%
Dimensional ETF Trust-Dimensional U.S. Small Cap ETF26.03K0.28%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund25.44K0.28%
VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund22.93K0.25%

Frequently asked questions

Who is the largest shareholder of Finance of America Companies?

Cooperman, Leon G. is the largest institutional shareholder of FOA, owning 13.95% of shares outstanding (1.29M shares) as of its latest 13F filing.

What percentage of Finance of America Companies is owned by institutions?

Institutions own about 59.8% of FOA shares and 116.6% of the public float.

How much of Finance of America Companies do insiders own?

Insiders, such as officers and directors, own about 48.72% of FOA shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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