| 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% | $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, 66 institutional investors reported holding 5,784,482 shares of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA). This represents 32% of the company’s total 18,306,158 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 30% 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. | 8.7% | 1,596,142 | -50% | 0.17% | $38,642,598 |
| COOPERMAN LEON G | 7% | 1,286,040 | 0% | 1% | $31,135,028 |
| Beach Point Capital Management LP | 4.3% | 789,399 | 0% | 7.6% | $19,111,350 |
| BlackRock, Inc. | 1.6% | 295,721 | +6.7% | 0% | $7,159,406 |
| VANGUARD GROUP INC | 0.95% | 174,094 | -47% | 0% | $4,214,816 |
| TWO SIGMA INVESTMENTS, LP | 0.73% | 133,364 | +50% | 0% | $3,228,742 |
| AMERICAN CENTURY COMPANIES INC | 0.69% | 126,789 | +5.5% | 0% | $3,069,562 |
| MORGAN STANLEY | 0.61% | 112,083 | -39% | 0% | $2,713,529 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.59% | 108,416 | -7.4% | 0% | $2,625,751 |
| RBF Capital, LLC | 0.51% | 93,000 | 0% | 0.1% | $2,251,530 |
| MARSHALL WACE, LLP | 0.48% | 88,136 | -5.2% | 0% | $2,133,772 |
| BRIGADE CAPITAL MANAGEMENT, LP | 0.45% | 82,000 | +44% | 1.1% | $1,985,220 |
| Russell Investments Group, Ltd. | 0.42% | 77,445 | +5866% | 0% | $1,874,943 |
| STATE STREET CORP | 0.4% | 73,046 | -6.6% | 0% | $1,768,444 |
| DIMENSIONAL FUND ADVISORS LP | 0.36% | 65,132 | +32% | 0% | $1,576,379 |
| MILLENNIUM MANAGEMENT LLC | 0.29% | 53,814 | 0% | $1,302,837 | |
| NFJ INVESTMENT GROUP, LLC | 0.28% | 52,137 | -4.2% | 0.05% | $1,262,237 |
| LAZARD ASSET MANAGEMENT LLC | 0.26% | 47,364 | 0% | $1,146,682 | |
| GOLDMAN SACHS GROUP INC | 0.22% | 40,335 | +48% | 0% | $976,510 |
| UBS Group AG | 0.19% | 35,556 | +1.3% | 0% | $860,811 |
| JPMORGAN CHASE & CO | 0.19% | 35,235 | -12% | 0% | $853,039 |
| JANE STREET GROUP, LLC | 0.19% | 34,855 | 0% | $843,839 | |
| Squarepoint Ops LLC | 0.18% | 33,749 | +59% | 0% | $817,063 |
| NORTHERN TRUST CORP | 0.18% | 33,563 | -4.5% | 0% | $812,560 |
| TWO SIGMA ADVISERS, LP | 0.18% | 33,073 | +51% | 0% | $800,697 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,784,482 | $140,029,128 | -$46,993,252 | $24.21 | 66 |
| 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 |