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Finance Of America Companies Ownership | Who Owns Finance Of America Companies?

OverviewRevenueFinancialsChartTranscripts

Finance Of America Companies Ownership Summary

Finance Of America Companies is owned by 31.33% institutional investors, 29.54% insiders, and 39.14% retail investors. Money concepts capital is the largest institutional shareholder, holding 4.05% of FOA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.57% of its assets in Finance Of America Companies shares.

FOA Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFinance Of America Companies31.33%29.54%39.14%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryCredit Services Stocks49.88%8.04%42.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Money concepts capital401.58K4.05%$6.08M
Kayne anderson rudnick investment management609.79K0.69%$9.76M
Vanguard group390.35K0.44%$6.25M
Dimensional fund advisors lp380.81K0.43%$6.09M
Renaissance344.22K0.39%$5.51M
Linden thomas advisory services29.24K0.29%$442.63K
Marquette asset management20.61K0.21%$312.10K
Empowered funds19.64K0.20%$297.27K
Acuitas investments113.40K0.13%$1.81M
Lsv asset management111.69K0.13%$1.79M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Acuitas investments113.40K0.97%$1.81M
Money concepts capital401.58K0.45%$6.08M
Lakewood asset management11.07K0.12%$167.63K
Carmel capital partners12.09K0.08%$193.39K
Rbf capital73.06K0.07%$1.17M
Corsair capital management25.71K0.07%$411.30K
Inspire advisors28.34K0.06%$453.50K
Linden thomas advisory services29.24K0.06%$442.63K
Marquette asset management20.61K0.05%$312.10K
Bridgeway capital management78.15K0.03%$1.25M

Top Buyers

HolderShares% AssetsChange
Acuitas investments113.40K0.97%66.56K
Renaissance344.22K0.01%35.38K
Corsair capital management25.71K0.07%25.71K
Money concepts capital401.58K0.45%22.25K
Citadel advisors20.92K0.00%20.92K

Top Sellers

HolderShares% AssetsChange
Hillsdale investment management---66.20K
Millennium management13.11K0.00%-32.50K
Susquehanna group, llp---24.15K
Jane street group---21.41K
Qube research4.00--18.87K

New Positions

HolderShares% AssetsChangeValue
Corsair capital management25.71K0.07%25.71K$411.30K
Citadel advisors20.92K0.00%20.92K$334.69K

Sold Out

HolderChange
Tyler-stone wealth management-18.00
Macquarie group-115.00
Newedge advisors-506.00
Innealta capital-856.00
Two sigma advisers, lp-10.80K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202449-2.00%3,108,9350.87%31257.86%1911.76%11-45.00%
Jun 30, 202450-7.41%3,081,981-1.41%327.89%17-43.33%20150.00%
Mar 31, 2024548.00%3,126,130-2.35%323.18%307.14%8-33.33%
Dec 31, 20235019.05%3,201,3587.50%333.89%2886.67%12-7.69%
Sep 30, 2023425.00%2,978,014-1.11%328.60%157.14%13-7.14%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv155.66K1.57%5.44K
Vanguard Institutional Extnd Mkt Idx Tr121.59K1.22%66.40K
Purpose Credit Opportunities Series F560.22K0.56%-
Fidelity Extended Market Index43.51K0.44%-287.00
Avantis US Small Cap Value ETF19.32K0.19%256.00
Extended Equity Market Fund K15.39K0.15%9.57K
Fidelity Total Market Index14.17K0.14%-
NT R2000 Value Index Fund - NL140.95K0.14%-25.24K
NT R2000 Index Fund - NL136.71K0.14%-2.75K
Northern Trust Russell 2000 Value Index108.26K0.11%2.75K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 12, 2024Corio Norma-Buy$110.12K
Dec 10, 2024West Lance-Sell$513.71K
Dec 06, 2024West Lance-Sell$141.75K
Dec 04, 2024West Lance-Sell$185.61K
Dec 04, 2024West Lance-Sell$96.78K

Insider Transactions Trends

DateBuySell
2024 Q4-5
2024 Q2--
2024 Q1--
2023 Q4--
2023 Q3--

FOA Ownership FAQ

Who Owns Finance Of America Companies?

Finance Of America Companies shareholders are primarily institutional investors at 31.33%, followed by 29.54% insiders and 39.13% retail investors. The average institutional ownership in Finance Of America Companies's industry, Credit Services Stocks, is 49.88%, which Finance Of America Companies falls below.

Who owns the most shares of Finance Of America Companies?

Finance Of America Companies’s largest shareholders are Money concepts capital (401.58K shares, 4.05%), Kayne anderson rudnick investment management (609.79K shares, 0.69%), and Vanguard group (390.34K shares, 0.44%). Together, they hold 5.18% of Finance Of America Companies’s total shares outstanding.

Does Blackrock own Finance Of America Companies?

BlackRock is not among the top 10 institutional shareholders of Finance Of America Companies.

Who is Finance Of America Companies’s biggest shareholder by percentage of total assets invested?

Acuitas investments is Finance Of America Companies’s biggest shareholder by percentage of total assets invested, with 0.97% of its assets in 113.4K Finance Of America Companies shares, valued at 1.81M$.

Who is the top mutual fund holder of Finance Of America Companies shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Finance Of America Companies shares, with 1.57% of its total shares outstanding invested in 155.66K Finance Of America Companies shares.

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