Security key
31738L206
Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA)
CUSIP: 31738L206
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Class A Common Stock, par value $0.0001 per share
- Shares outstanding
- 8,573,787
- Total 13F shares
- 6,762,526
- Share change
- +368,432
- Total reported value
- $157,680,915
- Put/Call ratio
- 8.6%
- Price per share
- $23.32
- Number of holders
- 59
- Value change
- +$8,917,760
- Number of buys
- 43
- Number of sells
- 20
Report period
Q2 2025
Institutions
59
Top holders
10
FOA full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Finance of America Companies Inc. SEC filings
Finance of America Companies Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 31738L206
Recent filing periods:
Top shareholders of FOA - Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Leon G. Cooperman |
13F
13D/G
|
Individual · Cooperman Leon G. |
12%
from 13D/G
|
1,202,187
|
$25,558,496 | — | 31 Mar 2025 | |
| Robert Lord |
3/4/5
|
Director |
0.26%
|
22,280
mixed-class rows
|
$486,135 | — | 13 May 2025 | |
| Blackstone Inc. |
13F
|
Company |
37%
|
3,192,284
|
$67,867,958 | — | 31 Mar 2025 | |
| Beach Point Capital Management LP |
13F
|
Company |
5.6%
|
475,882
|
$10,117,251 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.1%
|
349,783
|
$7,436,387 | — | 31 Mar 2025 | |
| Bastion Asset Management Inc. |
13F
|
Company |
2.6%
|
219,379
|
$4,924,726 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.7%
|
146,014
|
$3,104,258 | — | 31 Mar 2025 | |
| RBF Capital, LLC |
13F
|
Company |
1.1%
|
93,000
|
$1,977,180 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1%
|
85,918
|
$1,826,617 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.96%
|
82,243
|
$1,749,176 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.68%
|
57,995
|
$1,232,974 | — | 31 Mar 2025 | |
| BRIGADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.66%
|
57,000
|
$1,211,820 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.4%
|
34,580
|
$735,171 | — | 31 Mar 2025 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
0.4%
|
34,429
|
$731,961 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.35%
|
30,391
|
$646,113 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.34%
|
28,955
|
$615,751 | — | 31 Mar 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.31%
|
26,215
|
$557,000 | — | 31 Mar 2025 | |
| CITIZENS FINANCIAL GROUP INC/RI |
13F
|
Company |
0.28%
|
24,000
|
$510,240 | — | 31 Mar 2025 | |
| OMERS ADMINISTRATION Corp |
13F
|
Company |
0.27%
|
23,400
|
$497,484 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.26%
|
22,643
|
$481,390 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.26%
|
22,396
|
$476,139 | — | 31 Mar 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.25%
|
21,080
|
$448,161 | — | 31 Mar 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
0.23%
|
19,838
|
$421,756 | — | 31 Mar 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.23%
|
19,830
|
$421,586 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.23%
|
19,772
|
$420,353 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.2%
|
17,520
|
$372,475 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.2%
|
16,969
|
$360,761 | — | 31 Mar 2025 | |
| NKCFO LLC |
13F
|
Company |
0.15%
|
13,000
|
$276,000 | — | 31 Mar 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.14%
|
12,345
|
$262,455 | — | 31 Mar 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.14%
|
11,755
|
$249,911 | — | 31 Mar 2025 | |
| Massar Capital Management, LP |
13F
|
Company |
0.13%
|
11,000
|
$233,860 | — | 31 Mar 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
0.13%
|
10,792
|
$229,438 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.07%
|
5,860
|
$124,583 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
5,399
|
$114,782 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.03%
|
2,512
|
$53,405 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
1,022
|
$21,728 | — | 31 Mar 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.01%
|
1,000
|
$21,260 | — | 31 Mar 2025 | |
| Larson Financial Group LLC |
13F
|
Company |
0.01%
|
866
|
$18,411 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.01%
|
448
|
$9,525 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0%
|
241
|
$5,000 | — | 31 Mar 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0%
|
237
|
$5,000 | — | 31 Mar 2025 | |
| Caitong International Asset Management Co., Ltd |
13F
|
Company |
0%
|
190
|
$4,039 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
155
|
$3,295 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
48
|
$1,020 | — | 31 Mar 2025 | |
| Founders Capital Management |
13F
|
Company |
0%
|
20
|
$425 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0%
|
12
|
$255 | — | 31 Mar 2025 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
0%
|
1
|
$21 | — | 31 Mar 2025 | |
| Blackstone Holdings III L.P. |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
24,665,765
mixed-class rows
|
$30,621,825 | — | 31 Mar 2023 | |
| Bloom Retirement Holdings Inc. |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
33,893,667
mixed-class rows
|
$9,920,000 | — | 29 Dec 2023 | |
| D1 Capital Partners L.P. |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
5,000,000
|
$6,200,000 | — | 15 Dec 2021 |
Institutional Holders of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA) as of Q2 2025
As of 30 Jun 2025,
Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,762,526 shares.
The largest 10 holders included
Blackstone Inc., COOPERMAN LEON G, Beach Point Capital Management LP, VANGUARD GROUP INC, BlackRock, Inc., GEODE CAPITAL MANAGEMENT, LLC, MORGAN STANLEY, Bastion Asset Management Inc., RBF Capital, LLC, and AMERICAN CENTURY COMPANIES INC.
This page lists
59
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
46
Q2 2025 holders
59
Holder diff
13
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.