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
69
Shares (Excl. Options)
4,558,831
Price
$16.60
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- Type / Class
- Equity / Class A Common Stock, par value $0.0001 per share
- Symbol
- FOA on NYSE
- Shares outstanding
- 8,573,787
- Price per share
- $22.53
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,558,831
- Total reported value
- $75,654,601
- % of total 13F portfolios
- 0%
- Share change
- -1,524,881
- Value change
- -$39,564,631
- Number of holders
- 69
- Price from insider filings
- $22.53
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- FOA - Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 31738L206.
- 69 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 67 to 69 between Q4 2025 and Q1 2026.
- Reported value moved from $142,353,796 to $75,654,601.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 69 institutions filings for Q1 2026.
Investment Quick Answers
What is CUSIP 31738L206?
CUSIP 31738L206 identifies FOA - Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 31738L206:
Significant Owners of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA) based on Schedule 13D/G filings
| 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, 69 institutional investors reported holding 4,558,831 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.
Top 25 Institutional Shareholders
The largest institutional shareholders of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA) together control 50% 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 |
|---|---|---|---|---|---|
| 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 |
Institutional Holders of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 4,558,831 | $75,654,601 | -$39,564,631 | $16.60 | 69 |
| 2025 Q4 | 5,880,503 | $142,353,796 | -$46,993,252 | $24.21 | 67 |
| 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 |