| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Blackstone Holdings II L.P. | 39% | -38% | $90,937,666 | -$90,937,689 | 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 |
As of 30 Sep 2025, 71 institutional investors reported holding 7,118,645 shares of Finance of America Companies Inc. - Class A Common Stock, par value $0.0001 per share (FOA). This represents 69% of the company’s total 10,321,100 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 65% 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. | 31% | 3,192,284 | 0% | 0.31% | $71,602,930 |
| COOPERMAN LEON G | 12% | 1,286,040 | +0.83% | 0.9% | $28,845,877 |
| VANGUARD GROUP INC | 3.2% | 328,713 | -13% | 0% | $7,373,033 |
| BlackRock, Inc. | 2.7% | 277,179 | +4.7% | 0% | $6,217,124 |
| MORGAN STANLEY | 1.8% | 184,527 | +41% | 0% | $4,138,941 |
| Invesco Ltd. | 1.4% | 140,297 | 0% | $3,146,862 | |
| AMERICAN CENTURY COMPANIES INC | 1.2% | 120,196 | +36% | 0% | $2,695,996 |
| Beach Point Capital Management LP | 1.2% | 120,063 | 0% | 1.3% | $2,693,013 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 117,103 | -14% | 0% | $2,627,595 |
| CITADEL ADVISORS LLC | 0.99% | 102,394 | +583% | 0% | $2,296,697 |
| RBF Capital, LLC | 0.9% | 93,000 | 0% | 0.1% | $2,085,990 |
| MARSHALL WACE, LLP | 0.9% | 92,991 | 0% | $2,085,790 | |
| TWO SIGMA INVESTMENTS, LP | 0.86% | 88,888 | +239% | 0% | $1,993,758 |
| Corient Private Wealth LLC | 0.78% | 80,000 | 0% | $1,794,400 | |
| Corient IA LLC | 0.78% | 80,000 | +44% | 1.3% | $1,794,400 |
| STATE STREET CORP | 0.76% | 78,187 | +11% | 0% | $1,753,734 |
| BRIGADE CAPITAL MANAGEMENT, LP | 0.55% | 57,000 | 0% | 0.7% | $1,278,510 |
| NFJ INVESTMENT GROUP, LLC | 0.53% | 54,444 | 0.04% | $1,221,179 | |
| DIMENSIONAL FUND ADVISORS LP | 0.48% | 49,218 | +12% | 0% | $1,104,140 |
| BANK OF AMERICA CORP /DE/ | 0.4% | 41,436 | -1.8% | 0% | $929,409 |
| JPMORGAN CHASE & CO | 0.39% | 40,194 | +1816% | 0% | $901,552 |
| NORTHERN TRUST CORP | 0.34% | 35,127 | -14% | 0% | $787,899 |
| UBS Group AG | 0.34% | 35,108 | -0.59% | 0% | $787,472 |
| Integrated Wealth Concepts LLC | 0.33% | 34,055 | -1.1% | 0.01% | $763,854 |
| RENAISSANCE TECHNOLOGIES LLC | 0.29% | 30,287 | -9.3% | 0% | $679,337 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 7,118,645 | $159,670,527 | +$15,707,434 | $22.43 | 71 |
| 2025 Q2 | 6,762,526 | $157,680,915 | +$8,917,759 | $23.32 | 59 |
| 2025 Q1 | 6,400,586 | $136,337,122 | +$9,044,591 | $21.26 | 46 |
| 2024 Q4 | 5,483,752 | $153,784,541 | +$104,869,866 | $28.12 | 36 |
| 2024 Q3 | 1,637,220 | $18,942,400 | +$18,617,412 | $11.57 | 22 |
| 2024 Q2 | 13,700 | $6,753 | +$6,753 | $0.49 | 1 |