Security Snapshot

Finance of America Companies Inc. - Class A Common Stock (FOA) Institutional Ownership

CUSIP: 31738L206

13F Institutional Holders and Ownership History from Q2 2024 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

76

Shares (Excl. Options)

4,799,874

Price

$27.52

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Security type / class
Equity / Class A Common Stock
Symbol
FOA on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
4,799,874
Latest holder snapshot 5 signals
Total 13F value
$132,087,822
Portfolio coverage rank
0%
Share change
+241,170
Value change
+$7,886,258
Number of holders
76
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
15,606,312
SEC-reported price per share
$24.35
Insider filing price
$24.35
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • FOA - Finance of America Companies Inc. - Class A Common Stock is tracked under CUSIP 31738L206.
  • 76 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 71 to 76 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $75,657,809 to $132,087,822.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 76 institutions filings for Q2 2026.

Open SEC evidence

Security key

31738L206

Latest holder period

Q2 2026

13F holders

76

13D/G owners

5

CIK / CUSIP context first

Open Q2 2026 holders FOA full holder history Finance of America Companies Inc. SEC filings Finance of America Companies Inc. company facts Finance of America Companies Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
FOA
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Libman Family Holdings, LLC 51% $203,513,735 9,301,359 Brian L. Libman 27 Feb 2026
Bloom Retirement Holdings Inc. 9.5% 0% $37,707,253 -$10,537,003 1,481,039 -22% Bloom Retirement Holdings Inc. 05 Aug 2026
COOPERMAN LEON G 15% $24,602,481 1,286,068 Cooperman Leon G. 31 Mar 2026
Beach Point Capital Management LP 11% +31% $16,404,158 +$2,447,584 927,837 +18% Beach Point Capital Management LP 31 Mar 2026
Blue Owl Capital Holdings LP 9.5% $20,213,602 827,409 Blue Owl Capital Holdings LP 31 Dec 2025

As of 30 Jun 2026, 76 institutional investors reported holding 4,799,874 shares of Finance of America Companies Inc. - Class A Common Stock (FOA). This represents 31% of the company’s total 15,606,312 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
29%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
COOPERMAN LEON G 8.2% 1,286,068 0% 1% $35,392,591
Beach Point Capital Management LP 5.9% 927,837 0% 10% $25,534,074
BlackRock, Inc. 1.9% 304,153 +5.5% 0% $8,370,290
VANGUARD CAPITAL MANAGEMENT LLC 1.8% 281,039 -13% 0% $7,734,193
BRIGADE CAPITAL MANAGEMENT, LP 1.8% 280,476 +79% 5% $7,718,700
AMERICAN CENTURY COMPANIES INC 1.1% 174,786 +8.8% 0% $4,810,111
DIMENSIONAL FUND ADVISORS LP 0.87% 135,623 +33% 0% $3,732,201
GEODE CAPITAL MANAGEMENT, LLC 0.74% 115,214 +3.6% 0% $3,171,966
Purpose Unlimited Inc. 0.7% 110,021 0% 0.12% $3,027,778
RBF Capital, LLC 0.66% 102,320 +10% 0.12% $2,815,846
Corient IA LP 0.59% 91,500 +1120% 2.3% $2,518,080
JACOBS LEVY EQUITY MANAGEMENT, INC 0.57% 89,168 +26% 0.01% $2,453,903
STATE STREET CORP 0.47% 73,284 -0.26% 0% $2,016,776
TWO SIGMA INVESTMENTS, LP 0.46% 71,300 -38% 0% $1,962,176
SEGALL BRYANT & HAMILL, LLC 0.43% 66,892 0.02% $1,840,868
MORGAN STANLEY 0.42% 66,100 -22% 0% $1,819,072
Prescott Group Capital Management, L.L.C. 0.36% 56,206 0% 0.13% $1,546,789
JPMORGAN CHASE & CO 0.31% 48,582 +19% 0% $1,331,147
AQR CAPITAL MANAGEMENT LLC 0.3% 46,876 0% $1,290,027
GOLDMAN SACHS GROUP INC 0.27% 42,195 +98% 0% $1,161,206
D. E. Shaw & Co., Inc. 0.24% 36,924 +34% 0% $1,016,148
NORTHERN TRUST CORP 0.21% 32,629 -4.1% 0% $897,950
VANGUARD FIDUCIARY TRUST CO 0.2% 31,700 -9.9% 0% $872,384
MARSHALL WACE, LLP 0.2% 31,172 -16% 0% $857,854
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.2% 30,452 -30% 0% $838,039

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Latest
Q2 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 4,799,874 $132,087,822 +$7,886,258 $27.52 76
2026 Q1 4,559,064 $75,657,809 -$39,731,984 $16.60 71
2025 Q4 5,880,504 $142,353,820 -$46,993,228 $24.21 68
2025 Q3 7,118,645 $159,670,527 +$15,707,440 $22.43 71
2025 Q2 6,762,526 $157,680,915 +$8,917,760 $23.32 59
2025 Q1 6,400,586 $136,337,122 +$9,044,590 $21.26 46
2024 Q4 5,483,752 $153,784,541 +$104,869,869 $28.12 36
2024 Q3 1,637,220 $18,942,400 +$18,617,409 $11.57 22
2024 Q2 13,700 $6,753 +$6,753 $0.49 1
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