Latest Period
Q1 2026
Security Snapshot
Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA) Institutional Ownership
CUSIP: 31738L206
13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026
Institutions Reporting
71
Shares (Excl. Options)
4,559,064
Price
$16.60
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- Security type / class
- Equity / Class A Common Stock, par value $0.0001 per share
- Symbol
- FOA on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,559,064
- Total 13F value
- $75,657,809
- Portfolio coverage rank
- 0%
- Share change
- -1,531,792
- Value change
- -$39,731,984
- Number of holders
- 71
- Shares outstanding
- 8,573,787
- SEC-reported price per share
- $19.82
- Insider filing price
- $19.82
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FOA - Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 31738L206.
- 71 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 68 to 71 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $142,353,820 to $75,657,809.
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
Open SEC evidence
Latest holder context comes from 71 institutions filings for Q1 2026.
Security key
31738L206
Latest holder period
Q1 2026
13F holders
71
13D/G owners
5
CIK / CUSIP context first
Open Q1 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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 31738L206:
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% | $42,919,576 | -$2,280,946 | 1,894,904 | -5% | Bloom Retirement Holdings Inc. | 23 Dec 2025 |
| 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 31 Mar 2026, 71 institutional investors reported holding 4,559,064 shares of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA). This represents 53% of the company’s total 8,573,787 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
50%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| COOPERMAN LEON G | 15% | 1,286,068 | +0% | 0.7% | $21,348,729 |
| Beach Point Capital Management LP | 11% | 927,837 | +18% | 6.1% | $15,402,094 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 324,822 | 0% | 0% | $5,392,045 |
| BlackRock, Inc. | 3.4% | 288,279 | -2.5% | 0% | $4,785,431 |
| AMERICAN CENTURY COMPANIES INC | 1.9% | 160,600 | +27% | 0% | $2,665,960 |
| BRIGADE CAPITAL MANAGEMENT, LP | 1.8% | 157,000 | +91% | 1.8% | $2,606,200 |
| TWO SIGMA INVESTMENTS, LP | 1.3% | 115,444 | -13% | 0% | $1,916,370 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 111,226 | +2.6% | 0% | $1,847,071 |
| Purpose Unlimited Inc. | 1.3% | 110,021 | +15% | 0.08% | $1,826,349 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 102,061 | +57% | 0% | $1,693,554 |
| RBF Capital, LLC | 1.1% | 93,000 | 0% | 0.08% | $1,543,800 |
| MORGAN STANLEY | 0.99% | 84,849 | -24% | 0% | $1,408,493 |
| STATE STREET CORP | 0.86% | 73,476 | +0.59% | 0% | $1,219,702 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.82% | 70,679 | +616% | 0% | $1,173,271 |
| Prescott Group Capital Management, L.L.C. | 0.66% | 56,206 | +155% | 0.09% | $933,020 |
| MILLENNIUM MANAGEMENT LLC | 0.58% | 49,707 | -7.6% | 0% | $825,136 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.51% | 43,560 | 0% | $723,096 | |
| JPMORGAN CHASE & CO | 0.48% | 40,781 | +16% | 0% | $654,535 |
| MARSHALL WACE, LLP | 0.43% | 37,273 | -58% | 0% | $618,731 |
| VANGUARD FIDUCIARY TRUST CO | 0.41% | 35,199 | 0% | 0% | $584,303 |
| NORTHERN TRUST CORP | 0.4% | 34,032 | +1.4% | 0% | $564,931 |
| Bank of New York Mellon Corp | 0.32% | 27,774 | -6.1% | 0% | $461,048 |
| D. E. Shaw & Co., Inc. | 0.32% | 27,508 | +58% | 0% | $456,633 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.3% | 26,050 | -8.8% | 0% | $432,430 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.3% | 26,016 | 0% | 0% | $431,866 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q1 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |