Finance of America Companies In

Historical 13F Holders

Symbol
FOA
CUSIP
31738L107
All holders as of
Q2 2026
Type
Equity
Class
COM CL A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 31738L107 since 12/18/2024, largest first.

Filer % of Class Filed
Cooperman Leon G. 13G/A 15.0% 5/13/2026
Event 3/31/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Bloom Retirement Holdings Inc. 13D/A
Amended under CUSIP 31738L206 on 11/24/2025
9.5% 10/15/2025
Event 10/10/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q2 1 25.0 $688.00
2024 Q3 1 3.19 M $36.9 M
2024 Q2 55 50.1 M $24.7 M
2024 Q1 52 51.6 M $37.9 M
2023 Q4 55 51.9 M $57.1 M
2023 Q3 49 51.0 M $65.2 M
2023 Q2 51 51.1 M $97.6 M
2023 Q1 49 49.6 M $61.6 M
2022 Q4 51 39.6 M $50.3 M
2022 Q3 58 38.2 M $56.6 M
2022 Q2 72 38.4 M $59.7 M
2022 Q1 73 90.7 M $275 M
2021 Q4 79 93.5 M $371 M
2021 Q3 66 95.2 M $471 M
2021 Q2 80 101 M $774 M