Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Finance of America Companies Inc.

CIK 0001828937FOA· quarter ending 2026-06-30

Shares outstanding

17,306,890

as of 2026-08-06 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

4,799,753

52.1% of Common Class A

Holders

+5 vs 2026-03-31 · 18 new, 13 exited

Value

$132.1M

shares +5.3% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-06)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	FOA	9,217,956	4,799,753	52.1%	76	31738L206
Common Class B	not listed	8,088,934	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	31738L206	CL A NEW	76	4,799,753	9,217,956	52.1%	$132.1M	3 call / 2 put	13DG	holders →
	31738L107	Stocknot common	1	25	—	—	$688	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (76 of 76 · 31738L206)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	COOPERMAN LEON G	1,286,068	13.95%	$35.4M	—
2	Beach Point Capital Management LP	927,837	10.07%	$25.5M	—
3	BlackRock, Inc.	304,153	3.30%	$8.4M	+15,874 (+5.5%)
4	VANGUARD CAPITAL MANAGEMENT LLC	281,039	3.05%	$7.7M	-43,783 (-13.5%)
5	BRIGADE CAPITAL MANAGEMENT, LP	280,476	3.04%	$7.7M	+123,476 (+78.6%)
6	AMERICAN CENTURY COMPANIES INC	174,786	1.90%	$4.8M	+14,186 (+8.8%)
7	DIMENSIONAL FUND ADVISORS LP	135,623	1.47%	$3.7M	+33,562 (+32.9%)
8	GEODE CAPITAL MANAGEMENT, LLC	115,214	1.25%	$3.2M	+3,988 (+3.6%)
9	Purpose Unlimited Inc.	110,021	1.19%	$3.0M	—
10	RBF Capital, LLC	102,320	1.11%	$2.8M	+9,320 (+10.0%)
11	Corient IA LP	91,500	0.99%	$2.5M	+84,000 (+1120.0%)
12	JACOBS LEVY EQUITY MANAGEMENT, INC	89,168	0.97%	$2.5M	+18,489 (+26.2%)
13	STATE STREET CORP	73,284	0.80%	$2.0M	-192 (-0.3%)
14	TWO SIGMA INVESTMENTS, LP	71,300	0.77%	$2.0M	-44,144 (-38.2%)
15	SEGALL BRYANT & HAMILL, LLC	66,892	0.73%	$1.8M	NEW
16	MORGAN STANLEY	66,100	0.72%	$1.8M	-18,749 (-22.1%)
17	Prescott Group Capital Management, L.L.C.	56,206	0.61%	$1.5M	—
18	JPMORGAN CHASE & CO	48,582	0.53%	$1.3M	+7,801 (+19.1%)
19	AQR CAPITAL MANAGEMENT LLC	46,876	0.51%	$1.3M	NEW
20	GOLDMAN SACHS GROUP INC	42,195	0.46%	$1.2M	+20,857 (+97.7%)
21	D. E. Shaw & Co., Inc.	36,924	0.40%	$1.0M	+9,416 (+34.2%)
22	NORTHERN TRUST CORP	32,629	0.35%	$898K	-1,403 (-4.1%)
23	VANGUARD FIDUCIARY TRUST CO	31,700	0.34%	$872K	-3,499 (-9.9%)
24	MARSHALL WACE, LLP	31,172	0.34%	$858K	-6,101 (-16.4%)
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	30,452	0.33%	$838K	-13,108 (-30.1%)
26	Bank of New York Mellon Corp	26,596	0.29%	$732K	-1,178 (-4.2%)
27	VANGUARD PORTFOLIO MANAGEMENT LLC	26,361	0.29%	$725K	+345 (+1.3%)
28	LSV ASSET MANAGEMENT	20,054	0.22%	$552K	NEW
29	STATE OF WISCONSIN INVESTMENT BOARD	18,259	0.20%	$502K	-7,791 (-29.9%)
30	AMERIPRISE FINANCIAL INC	17,521	0.19%	$482K	NEW
31	FIRST TRUST ADVISORS LP	17,018	0.18%	$468K	-192 (-1.1%)
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15,526	0.17%	$427K	-7 (-0.0%)
33	UBS Group AG	15,127	0.16%	$416K	-9,102 (-37.6%)
34	BRIDGEWAY CAPITAL MANAGEMENT, LLC	13,944	0.15%	$384K	+400 (+3.0%)
35	Russell Investments Group, Ltd.	13,427	0.15%	$370K	+480 (+3.7%)
36	XTX Topco Ltd	10,742	0.12%	$296K	-3,475 (-24.4%)
37	RAYMOND JAMES FINANCIAL INC	10,360	0.11%	$285K	NEW
38	CANADA PENSION PLAN INVESTMENT BOARD	9,100	0.10%	$250K	NEW
39	IMC-Chicago, LLC	8,738	0.09%	$240K	NEW
40	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	8,730	0.09%	$240K	+3,280 (+60.2%)
41	State of Wyoming	7,737	0.08%	$213K	NEW
42	DEUTSCHE BANK AG\	3,856	0.04%	$106K	+115 (+3.1%)
43	RHUMBLINE ADVISERS	3,723	0.04%	$102K	-134 (-3.5%)
44	NEW YORK STATE COMMON RETIREMENT FUND	3,400	0.04%	$94K	—
45	WELLS FARGO & COMPANY/MN	3,258	0.04%	$90K	+1,561 (+92.0%)
46	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,792	0.02%	$49K	-574 (-24.3%)
47	CITIGROUP INC	1,782	0.02%	$49K	+972 (+120.0%)
48	Vanguard Global Advisers, LLC	1,713	0.02%	$47K	—
49	Tower Research Capital LLC (TRC)	1,528	0.02%	$42K	+766 (+100.5%)
50	Police & Firemen's Retirement System of New Jersey	1,251	0.01%	$34K	—
51	FMR LLC	1,122	0.01%	$31K	-694 (-38.2%)
52	GROUP ONE TRADING LLC	992	0.01%	$27K	-2,434 (-71.0%)
53	ROYAL BANK OF CANADA	937	0.01%	$26K	+372 (+65.8%)
54	Arax Advisory Partners	545	0.01%	$15K	NEW
55	Ameritas Investment Partners, Inc.	453	0.00%	$12K	—
56	BARCLAYS PLC	433	0.00%	$12K	-231 (-34.8%)
57	Legal & General Group Plc	403	0.00%	$11K	—
58	PNC Financial Services Group, Inc.	169	0.00%	$5K	+140 (+482.8%)
59	Allworth Financial LP	148	0.00%	$4K	+134 (+957.1%)
60	IFP Advisors, Inc	90	0.00%	$2K	+89 (+8900.0%)
61	Sterling Capital Management LLC	84	0.00%	$2K	-65 (-43.6%)
62	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	54	0.00%	$1K	-221 (-80.4%)
63	Covestor Ltd	51	0.00%	$1K	NEW
64	EverSource Wealth Advisors, LLC	43	0.00%	$1K	+40 (+1333.3%)
65	ROTHSCHILD INVESTMENT LLC	29	0.00%	$798	+28 (+2800.0%)
66	FIDUCIARY FINANCIAL ADVISORS	25	0.00%	$688	NEW
67	JONES FINANCIAL COMPANIES LLLP	23	0.00%	$557	—
68	Bogart Wealth, LLC	23	0.00%	$633	NEW
69	Fortitude Family Office, LLC	18	0.00%	$495	NEW
70	Farther Finance Advisors, LLC	14	0.00%	$385	+12 (+600.0%)
71	True Wealth Design, LLC	11	0.00%	$303	NEW
72	Wealth Enhancement Trust Services, Inc.	10	0.00%	$275	NEW
73	SJS Investment Consulting Inc.	8	0.00%	$221	NEW
74	JPL Wealth Management, LLC	3	0.00%	$83	NEW
75	Transamerica Financial Advisors, LLC	3	0.00%	$82	—
76	Clearstead Advisors, LLC	2	0.00%	$56	NEW

Exited since 2026-03-31 (13 filers; largest 13 shown)

MILLENNIUM MANAGEMENT LLC	−49,707
Integrated Wealth Concepts LLC	−25,289
CITADEL ADVISORS LLC	−23,891
SIMPLEX TRADING, LLC	−11,268
Nuveen, LLC	−10,916
Invesco Ltd.	−10,042
LOS ANGELES CAPITAL MANAGEMENT LLC	−7,703
PEAK6 LLC	−937
CWM, LLC	−85
Essential Partners LLC	−41
Root Financial Partners, LLC	−22
MAI Capital Management	−13
Advisory Services Network, LLC	−3

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Reza Jahangiri	SCHEDULE 13D/A	2026-08-06	2026-08-05	1,481,039	9.49%
Bloom Retirement Holdings Inc.	SCHEDULE 13D/A	2026-08-06	2026-08-05	1,481,039	9.49%
Cooperman Leon G.	SCHEDULE 13G/A	2026-05-13	2026-03-31	1,286,068	15%
Beach Point Capital Management LP	SCHEDULE 13G/A	2026-04-07	2026-03-31	927,837	10.8%
Beach Point GP LLC	SCHEDULE 13G/A	2026-04-07	2026-03-31	927,837	10.8%
Blackstone Tactical Opportunities Fund - N - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - T - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Holdings II L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Inc.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Associates - NQ L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - A (RA) - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - C - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund II - C - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund II - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - I - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - L - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Group Management L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - O - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - S - NQ L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Holdings I/II GP L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Tactical Opportunities Fund - U - NQ L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Family Tactical Opportunities Investment Partnership SMD L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Stephen A. Schwarzman	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Brian L. Libman	SCHEDULE 13D/A	2026-03-03	2026-02-27	9,301,359	50.81%
BTAS Associates - NQ L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
BTAS NQ Holdings L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
BTOA - NQ L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
BTO-NQ Side-by-Side GP L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
BTO Urban Holdings II L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
BTO Urban Holdings L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blackstone Family Tactical Opportunities Investment Partnership - NQ - ESC L.P.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Libman Family Holdings, LLC	SCHEDULE 13D/A	2026-03-03	2026-02-27	9,246,412	50.51%
Blackstone Family GP L.L.C.	SCHEDULE 13D/A	2026-03-03	2026-02-27	0	0%
Blue Owl Capital Holdings LP	SCHEDULE 13G	2026-02-12	2025-12-31	827,409	9.49%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.