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. Every filing for 31738L107 since 12/18/2024, newest first.

Filer % of Class Filed
Cooperman Leon G. 13G/A Amendment 1 15.0% 5/13/2026
Event 3/31/2026
Bloom Retirement Holdings Inc. 13D/A Amendment 12
9.5% 10/15/2025
Event 10/10/2025
Bloom Retirement Holdings Inc. 13D/A Amendment 11
9.5% 9/16/2025
Event 9/12/2025
Cooperman Leon G. 13G 11.6% 9/2/2025
Event 4/1/2021
Bloom Retirement Holdings Inc. 13D/A Amendment 10
9.5% 8/8/2025
Event 8/6/2025
Bloom Retirement Holdings Inc. 13D/A Amendment 9
9.5% 5/28/2025
Event 5/23/2025
Bloom Retirement Holdings Inc. 13D/A Amendment 8
9.5% 3/19/2025
Event 3/17/2025
Bloom Retirement Holdings Inc. 13D/A Amendment 7
9.5% 3/3/2025
Event 2/27/2025
Bloom Retirement Holdings Inc. 13D/A Amendment 6
9.5% 1/13/2025
Event 1/8/2025
Bloom Retirement Holdings Inc. 13D/A Amendment 5
9.5% 12/26/2024
Event 12/20/2024

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