Finance Of America Companies Ownership | Who Owns Finance Of America Companies?
Finance Of America Companies Ownership Summary
Finance Of America Companies is owned by 23.63% institutional investors, 26.63% insiders, and 49.74% retail investors. Blackstone is the largest institutional shareholder, holding 28.91% of FOA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.38% of its assets in Finance Of America Companies shares.
FOA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Finance Of America Companies | 23.63% | 26.63% | 49.74% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Credit Services Stocks | 34.10% | 9.51% | 56.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackstone | 3.19M | 28.91% | $71.60M |
| Cooperman leon g | 1.29M | 11.65% | $28.85M |
| Beach point capital management lp | 789.40K | 8.71% | $19.11M |
| Kayne anderson rudnick investment management | 611.85K | 6.16% | $9.26M |
| Money concepts capital | 401.58K | 4.05% | $6.08M |
| Blackrock funding, inc. /de | 295.72K | 3.26% | $7.16M |
| Vanguard group | 174.09K | 1.92% | $4.21M |
| Invesco | 140.30K | 1.27% | $3.15M |
| Morgan stanley | 112.08K | 1.24% | $2.71M |
| Geode capital management | 108.42K | 1.20% | $2.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Beach point capital management lp | 789.40K | 7.39% | $19.11M |
| Cooperman leon g | 1.29M | 0.90% | $28.85M |
| Money concepts capital | 401.58K | 0.45% | $6.08M |
| Blackstone | 3.19M | 0.29% | $71.60M |
| Brigade capital management, lp | 57.00K | 0.16% | $1.28M |
| Lakewood asset management | 11.07K | 0.12% | $167.63K |
| Rbf capital | 93.00K | 0.09% | $2.09M |
| Palisades investment partners | 8.31K | 0.08% | $201.21K |
| Corsair capital management | 25.71K | 0.07% | $411.30K |
| Linden thomas advisory services | 29.24K | 0.06% | $442.63K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beach point capital management lp | 789.40K | 7.39% | 669.34K |
| Invesco | 140.30K | 0.00% | 140.30K |
| Marshall wace, llp | 92.99K | 0.00% | 92.99K |
| Ci private wealth | 80.00K | 0.00% | 80.00K |
| Two sigma investments, lp | 88.89K | 0.00% | 62.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 174.09K | 0.00% | -154.62K |
| Acuitas investments | - | - | -138.73K |
| Bastion asset management | - | - | -99.35K |
| Corient ia | - | - | -80.00K |
| Morgan stanley | 112.08K | 0.00% | -72.44K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invesco | 140.30K | 0.00% | 140.30K | $3.15M |
| Ci private wealth | 80.00K | 0.00% | 80.00K | $1.79M |
| Nfj investment group | 54.44K | 0.04% | 54.44K | $1.22M |
| Susquehanna group, llp | 31.51K | 0.00% | 31.51K | $477.09K |
| Corsair capital management | 25.71K | 0.07% | 25.71K | $411.30K |
Sold Out
| Holder | Change |
|---|---|
| Financial consulate | -10.00 |
| Srs capital advisors | -16.00 |
| Tyler-stone wealth management | -18.00 |
| Fortitude family office | -23.00 |
| Nisa investment advisors | -70.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 45 | -45.78% | 2,142,707 | -69.90% | 23 | 0.57% | 22 | -55.10% | 10 | -33.33% |
| Sep 30, 2025 | 44 | -27.87% | 1,627,328 | -75.36% | 14 | 0.41% | 24 | -40.00% | 10 | -9.09% |
| Jun 30, 2025 | 68 | 25.93% | 6,762,547 | 5.65% | 61 | 1.47% | 44 | 25.71% | 12 | 33.33% |
| Mar 31, 2025 | 53 | -29.33% | 6,400,369 | -18.14% | 64 | 1.04% | 31 | -18.42% | 13 | -13.33% |
| Dec 31, 2024 | 26 | -46.94% | 1,386,394 | -55.41% | 13 | 1.42% | 10 | -47.37% | 5 | -54.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 148.16K | 1.38% | - |
| Avantis US Small Cap Value ETF | 125.80K | 1.24% | 360.00 |
| iShares Russell 2000 ETF | 125.57K | 1.24% | 75.06K |
| Purpose Credit Opportunities Series F | 96.02K | 0.95% | - |
| Vanguard Total Stock Mkt Idx Inv | 74.40K | 0.73% | - |
| Russell Inv Tax-Managed US Mid&Sm Cap S | 73.15K | 0.72% | - |
| iShares Russell 2000 Value ETF | 48.74K | 0.48% | 8.58K |
| NFJ Small Cap Value Composite | 48.46K | 0.48% | -2.31K |
| Virtus NFJ Small-Cap Value Inst | 48.46K | 0.48% | - |
| Lazard US Small Cap Equity WW Dist EUR | 46.94K | 0.46% | 1.03K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 02, 2026 | Sieffert Kristen N | President | Sell | $14.12K |
| Feb 27, 2026 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | - | Sell | - |
| Feb 27, 2026 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | - | Sell | - |
| Feb 27, 2026 | Blackstone Tactical Opportunities Associates - NQ L.L.C. | - | Sell | $12.08M |
| Feb 27, 2026 | Blackstone Tactical Opportunities Fund - U - NQ L.L.C. | - | Sell | $12.08M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 13 |
| 2025 Q4 | - | 20 |
| 2025 Q3 | 2 | 6 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 2 |
FOA Ownership FAQ
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