Finance of America Companies In

Historical 13F Holders

Symbol
FOA
CUSIP
31738L206
All holders as of
Q2 2026
Type
Equity
Class
CL A NEW
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 31738L206 since 12/18/2024, newest first.

Filer % of Class Filed
Bloom Retirement Holdings Inc. 13D/A Amendment 17
9.5% 8/6/2026
Event 8/5/2026
Bloom Retirement Holdings Inc. 13D/A Amendment 16
9.5% 5/8/2026
Event 5/6/2026
Bloom Retirement Holdings Inc. 13D/A Amendment 15
9.5% 4/28/2026
Event 4/9/2026
Beach Point Capital Management LP 13G/A Amendment 1
10.8% 4/7/2026
Event 3/31/2026
Libman Family Holdings, LLC 13D/A Amendment 10
50.8% 3/3/2026
Event 2/27/2026
Blackstone Holdings II L.P. 13D/A Amendment 11
0% 3/3/2026
Event 2/27/2026
Beach Point Capital Management LP 13G
8.3% 2/13/2026
Event 12/31/2025
Blue Owl Capital Holdings LP 13G 9.5% 2/12/2026
Event 12/31/2025
Bloom Retirement Holdings Inc. 13D/A Amendment 14
9.5% 12/30/2025
Event 12/23/2025
Blackstone Holdings II L.P. 13D/A Amendment 10
38.9% 12/8/2025
Event 12/4/2025
Bloom Retirement Holdings Inc. 13D/A Amendment 13
9.5% 11/24/2025
Event 11/20/2025
Blackstone Holdings II L.P. 13D/A Amendment 9
63.1% 11/17/2025
Event 11/13/2025
Blackstone Holdings II L.P. 13D/A Amendment 8
50.5% 8/5/2025
Event 8/4/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 2 107 $1.35 k
2026 Q2 83 4.80 M $132 M
2026 Q1 81 4.56 M $75.7 M
2025 Q4 80 5.97 M $145 M
2025 Q3 87 7.16 M $2.85 B
2025 Q2 71 6.76 M $158 M
2025 Q1 55 6.40 M $136 M
2024 Q4 43 5.48 M $154 M
2024 Q3 24 1.64 M $18.9 M
2024 Q2 1 13.7 k $6.75 k