Finance of America Companies Inc.
FOA- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001828937
In the last 90 days, Finance of America Companies Inc. insiders filed 0 open-market purchases and 10 sales; 77 institutions reported holding it in 13F filings for Q2 2026, worth $132.1M in total; no superinvestor holds it.
Holders of 5% or more of FOA
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Finance of America Companies Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Blackstone Holdings II L.P. | 13D/A | 38.90%4.01M shares | −24.20 ppfrom 63.10% | Aug 5, 20253 filings | Dec 8, 2025 | SEC |
| Cooperman Leon G | 13G | 11.60%1.29M shares | New | Sep 2, 20251 filing | Sep 2, 2025 | SEC |
| Bloom Retirement Holdings Inc. | 13D/A | 9.49%1.89M shares | 0.00 ppfrom 9.49% | Dec 26, 202410 filings | Dec 30, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
14 Schedule 13D and 13G filings on Finance of America Companies Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Dec 30, 20254:30 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.49%1.89M shares | 0.00 ppfrom 9.49% | Dec 23, 2025 | SEC |
| Dec 8, 20256:51 PM ET | Blackstone Holdings II L.P.and 26 others | 13D/A | 38.90%4.01M shares | −24.20 ppfrom 63.10% | Dec 4, 2025 | SEC |
| Nov 24, 20254:30 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.49%2.00M shares | 0.00 ppfrom 9.49% | Nov 20, 2025 | SEC |
| Nov 17, 20256:31 PM ET | Blackstone Holdings II L.P.and 26 others | 13D/A | 63.10%8.03M shares | +12.60 ppfrom 50.50% | Nov 13, 2025 | SEC |
| Oct 15, 20254:30 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.49%2.13M shares | 0.00 ppfrom 9.49% | Oct 10, 2025 | SEC |
| Sep 16, 20254:30 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.49%2.27M shares | 0.00 ppfrom 9.49% | Sep 12, 2025 | SEC |
| Sep 2, 20258:21 PM ET | Cooperman Leon G | 13G | 11.60%1.29M shares | New | Apr 1, 2021 | SEC |
| Aug 8, 20254:30 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.49%2.41M shares | 0.00 ppfrom 9.49% | Aug 6, 2025 | SEC |
| Aug 5, 20259:58 PM ET | Blackstone Holdings II L.P.and 26 others | 13D/A | 50.50%8.03M shares | – | Aug 4, 2025 | SEC |
| May 28, 20254:30 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.49%2.54M shares | 0.00 ppfrom 9.49% | May 23, 2025 | SEC |
| Mar 19, 20255:30 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.49%2.62M shares | −0.01 ppfrom 9.50% | Mar 17, 2025 | SEC |
| Mar 3, 20254:46 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.50%2.62M shares | +0.01 ppfrom 9.49% | Feb 27, 2025 | SEC |
| Jan 13, 20254:35 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.49%2.75M shares | −0.01 ppfrom 9.50% | Jan 8, 2025 | SEC |
| Dec 26, 20244:30 PM ET | Bloom Retirement Holdings Inc.and 1 other | 13D/A | 9.50%2.88M shares | – | Dec 20, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Finance of America Companies Inc. shares.
No Form 144 notices for Finance of America Companies Inc. are on file.