FOA · NYSE · Financial - Credit Services

Finance of America (FOA)

Originates reverse mortgages for retirement and distributes the loans to investors.

$15.11
After hours−0.05 (−0.33%)
At close$15.16(+3.84%)

13F · 13D/G · Form 4

Institutions54.18%4.82M shares
84 holders · as of Jun 30, 2026
Insiders15.34%1.36M shares
14 holders · as of Sep 22, 2026
Other30.48%2.71M shares
remainder

8.89M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Cooperman Leon GInstitution
14.46%1.29M Aas of Jun 30, 2026
Beach Point Capital Management LPInstitution
10.43%927,837 Aas of Jun 30, 2026
Blue Owl Capital Holdings LPInstitution
9.31%827,409filed Feb 12, 2026
Edmond SafraInsider10 percent owner
5.85%520,188 Afiled Jun 26, 2026
BlackRock, Inc.Institution
3.42%304,153 Aas of Jun 30, 2026
Graham FlemingInsiderofficer: Chief Executive Officer
3.29%292,248 Afiled Apr 3, 2026
Vanguard Capital Management LLCInstitution
3.16%281,039 Aas of Jun 30, 2026
Brigade Capital Management, LPInstitution
3.15%280,476 Aas of Jun 30, 2026
American Century Companies IncInstitution
1.97%174,786 Aas of Jun 30, 2026
Jeremy PrahmInsiderofficer: Chief Investment Officer
1.82%161,856 Afiled Sep 22, 2026
Dimensional Fund Advisors LPInstitution
1.53%135,623 Aas of Jun 30, 2026
Kristen N. SieffertInsiderofficer: President
1.40%124,762 Afiled Sep 3, 2026
Geode Capital Management, LLCInstitution
1.30%115,214 Aas of Jun 30, 2026
Purpose Unlimited Inc.Institution
1.24%110,021 Aas of Jun 30, 2026
RBF Capital, LLCInstitution
1.15%102,320 Aas of Jun 30, 2026
Corient Ia LLCInstitution
1.03%91,500 Aas of Jun 30, 2026
Jacobs Levy Equity Management, IncInstitution
1.00%89,168 Aas of Jun 30, 2026
State Street CorpInstitution
0.82%73,284 Aas of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.80%71,300 Aas of Jun 30, 2026
Segall Bryant & Hamill, LLCInstitution
0.75%66,892 Aas of Jun 30, 2026
Morgan StanleyInstitution
0.74%66,100 Aas of Jun 30, 2026
Prescott Group Capital Management, L.L.C.Institution
0.63%56,206 Aas of Jun 30, 2026
Matthew A. EngelInsiderofficer: Chief Financial Officer
0.57%50,948 Afiled Apr 3, 2026
JPMorgan Chase & CoInstitution
0.55%48,582 Aas of Jun 30, 2026
AQR Capital Management LLCInstitution
0.53%46,876 Aas of Jun 30, 2026

13F, as of Jun 30, 2026

84 holders · 4.82M shares · 20 new positions · 47 increased · 23 reduced · 13 closed

HolderShares% of companyChg q/qFiled
Cooperman Leon G1.29M14.46%0Aug 14, 2026
Beach Point Capital Management LP927.8K10.43%0Jul 22, 2026
BlackRock, Inc.304.2K3.42%+15.9KAug 7, 2026
Vanguard Capital Management LLC281.0K3.16%−43.8KAug 13, 2026
Brigade Capital Management, LP280.5K3.15%+123.5KAug 14, 2026
American Century Companies Inc174.8K1.97%+14.2KAug 12, 2026
Dimensional Fund Advisors LP135.6K1.53%+33.6KAug 11, 2026
Geode Capital Management, LLC115.2K1.30%+4.0KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Brian L. Libmanincl. Libman Family Holdings, LLC50.81%9.30M13DMar 3, 2026
Blackstone Group Management L.L.C.incl. Btoa - NQ L.L.C., Blackstone Tactical Opportunities Associates - NQ L.L.C. +24 more50.50%8.03M13DAug 5, 2025
Cooperman Leon G.15.00%1.29M13GMay 13, 2026
Beach Point Capital Management LP10.80%927.8K13GApr 7, 2026
Bloom Retirement Holdings Inc.incl. Reza Jahangiri9.49%1.48M13DAug 6, 2026
Blue Owl Capital Holdings LP9.49%827.4K13GFeb 12, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 21, 2026
Jeremy Prahmofficer: Chief Investment Officer
Sale6,000$13.98161,856
Sep 8, 2026
Jeremy Prahmofficer: Chief Investment Officer
Sale6,000$16.82167,856
Sep 1, 2026
Kristen N. Sieffertofficer: President
Sale750$17.55124,762
Aug 24, 2026
Jeremy Prahmofficer: Chief Investment Officer
Sale6,000$19.87173,856
Aug 10, 2026
Jeremy Prahmofficer: Chief Investment Officer
Sale6,000$21.73179,856
Aug 6, 2026
Jeremy Prahmofficer: Chief Investment Officer
Sale6,000$22.26185,856
Aug 3, 2026
Kristen N. Sieffertofficer: President
Sale750$23.61125,512
Jul 13, 2026
Jeremy Prahmofficer: Chief Investment Officer
Sale6,000$25.60191,856
Jul 1, 2026
Kristen N. Sieffertofficer: President
Sale750$27.36126,262
Jun 29, 2026
Jeremy Prahmofficer: Chief Investment Officer
Sale6,000$25.34197,856

House and Senate disclosures

Not reported.