| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Blackstone Holdings II L.P. | 39% | -38% | $89,171,107 | -$89,171,129 | 4,014,908 | -50% | Blackstone Holdings II L.P. | 04 Dec 2025 |
| Bloom Retirement Holdings Inc. | 9.5% | 0% | $42,919,576 | -$2,280,946 | 1,894,904 | -5% | Bloom Retirement Holdings Inc. | 23 Dec 2025 |
| Blue Owl Capital Holdings LP | 9.5% | $20,213,602 | 827,409 | Blue Owl Capital Holdings LP | 31 Dec 2025 | |||
| Beach Point Capital Management LP | 8.3% | $19,285,018 | 789,399 | Beach Point Capital Management LP | 31 Dec 2025 |
As of 31 Dec 2025, 65 institutional investors reported holding 5,778,683 shares of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA). This represents 61% of the company’s total 9,510,831 outstanding shares.
The largest institutional shareholders of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA) together control 58% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Blackstone Inc. | 17% | 1,596,142 | -50% | 0.17% | $38,642,598 |
| COOPERMAN LEON G | 14% | 1,286,040 | 0% | 1% | $31,135,028 |
| Beach Point Capital Management LP | 8.3% | 789,399 | 0% | 7.6% | $19,111,350 |
| BlackRock, Inc. | 3.1% | 295,721 | +6.7% | 0% | $7,159,406 |
| VANGUARD GROUP INC | 1.8% | 174,094 | -47% | 0% | $4,214,816 |
| TWO SIGMA INVESTMENTS, LP | 1.4% | 133,364 | +50% | 0% | $3,228,742 |
| AMERICAN CENTURY COMPANIES INC | 1.3% | 126,789 | +5.5% | 0% | $3,069,562 |
| MORGAN STANLEY | 1.2% | 112,083 | -39% | 0% | $2,713,529 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 108,416 | -7.4% | 0% | $2,625,751 |
| RBF Capital, LLC | 0.98% | 93,000 | 0% | 0.1% | $2,251,530 |
| MARSHALL WACE, LLP | 0.93% | 88,136 | -5.2% | 0% | $2,133,772 |
| BRIGADE CAPITAL MANAGEMENT, LP | 0.86% | 82,000 | +44% | 1.1% | $1,985,220 |
| Russell Investments Group, Ltd. | 0.81% | 77,445 | +5866% | 0% | $1,874,943 |
| STATE STREET CORP | 0.77% | 73,046 | -6.6% | 0% | $1,768,444 |
| DIMENSIONAL FUND ADVISORS LP | 0.68% | 65,132 | +32% | 0% | $1,576,379 |
| MILLENNIUM MANAGEMENT LLC | 0.57% | 53,814 | 0% | $1,302,837 | |
| NFJ INVESTMENT GROUP, LLC | 0.55% | 52,137 | -4.2% | 0.05% | $1,262,237 |
| LAZARD ASSET MANAGEMENT LLC | 0.5% | 47,364 | 0% | $1,146,682 | |
| GOLDMAN SACHS GROUP INC | 0.42% | 40,335 | +48% | 0% | $976,510 |
| UBS Group AG | 0.37% | 35,556 | +1.3% | 0% | $860,811 |
| JPMORGAN CHASE & CO | 0.37% | 35,235 | -12% | 0% | $853,039 |
| JANE STREET GROUP, LLC | 0.37% | 34,855 | 0% | $843,839 | |
| Squarepoint Ops LLC | 0.35% | 33,749 | +59% | 0% | $817,063 |
| NORTHERN TRUST CORP | 0.35% | 33,563 | -4.5% | 0% | $812,560 |
| TWO SIGMA ADVISERS, LP | 0.35% | 33,073 | +51% | 0% | $800,697 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,778,683 | $139,888,734 | -$47,102,923 | $24.21 | 65 |
| 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 |