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Finance of America Companies Ownership | Who Owns Finance of America Companies?

OverviewForecastRevenueFinancialsChartTranscripts

Finance of America Companies Ownership Summary

Finance of America Companies is owned by 61.04% institutional investors, 48.94% insiders. Cooperman leon g is the largest institutional shareholder, holding 16.29% of FOA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.34% of its assets in Finance of America Companies shares.

FOA Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFinance of America Companies61.04%48.94%-9.97%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryCredit Services Stocks60.09%14.54%25.37%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Cooperman leon g1.29M16.29%$21.35M
Beach point capital management lp927.84K11.75%$15.40M
Kayne anderson rudnick investment management611.85K6.16%$9.26M
Money concepts capital401.58K4.05%$6.08M
Blackrock funding, inc. /de288.28K3.65%$4.79M
American century companies160.60K2.03%$2.67M
Brigade capital management, lp157.00K1.99%$2.61M
Vanguard group174.09K1.92%$4.21M
Two sigma investments, lp115.44K1.46%$1.92M
Geode capital management111.23K1.41%$1.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Beach point capital management lp927.84K6.07%$15.40M
Cooperman leon g1.29M0.70%$21.35M
Money concepts capital401.58K0.45%$6.08M
Brigade capital management, lp157.00K0.32%$2.61M
Corient ia7.50K0.12%$124.50K
Lakewood asset management11.07K0.12%$167.63K
Prescott group capital management56.21K0.09%$933.02K
Rbf capital93.00K0.08%$1.54M
Corsair capital management25.71K0.07%$411.30K
Linden thomas advisory services29.24K0.06%$442.63K

Top Buyers

HolderShares% AssetsChange
Beach point capital management lp927.84K6.07%138.44K
Ci private wealth80.00K0.00%80.00K
Brigade capital management, lp157.00K0.32%75.00K
Jacobs levy equity management70.68K0.00%60.81K
Susquehanna group, llp43.56K0.00%43.56K

Top Sellers

HolderShares% AssetsChange
Blackstone---1.60M
Vanguard group174.09K0.00%-154.62K
Acuitas investments---138.73K
Bastion asset management---99.35K
Hillsdale investment management---66.20K

New Positions

HolderShares% AssetsChangeValue
Ci private wealth80.00K0.00%80.00K$1.79M
Susquehanna group, llp43.56K0.00%43.56K$723.10K
Vanguard fiduciary trust35.20K0.00%35.20K$584.30K
Corsair capital management25.71K0.07%25.71K$411.30K
Tudor investment corp et al24.64K0.00%24.64K$552.70K

Sold Out

HolderChange
Advisory services network-3.00
Financial consulate-10.00
Mai capital management-13.00
Srs capital advisors-16.00
Tyler-stone wealth management-18.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2026845.00%4,818,5855.69%611.83%484.35%2210.00%
Mar 31, 202627-64.00%1,572,786-73.24%190.47%14-65.85%5-72.22%
Dec 31, 202545-45.78%2,142,707-69.90%230.57%22-55.10%10-33.33%
Sep 30, 202544-27.87%1,627,328-75.36%140.41%24-40.00%10-9.09%
Jun 30, 20256825.93%6,762,5475.65%611.47%4425.71%1233.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv209.40K2.34%-44.80K
Vanguard Morn Total Stk Mkt Idx Investor209.40K2.34%-44.80K
Vanguard MStar Total Stk Mkt Idx Invest209.40K2.27%-
iShares Russell 2000 ETF139.98K1.52%1.20K
Avantis US Small Cap Value ETF130.82K1.42%-
Vanguard US Total Market Shares ETF148.16K1.38%-
Purpose Credit Opportunities Series F110.02K1.23%-
Purpose Credit Opportunities Class ETF110.02K1.19%110.02K
North Square Small Cap Value Investor84.24K0.91%-
Russell Inv Tax-Managed US Mid&Sm Cap S73.15K0.72%-

Recent Insider Transactions

DateNameRoleActivityValue
Sep 21, 2026Prahm Jeremy Chief Investment OfficerSell$83.88K
Sep 08, 2026Prahm Jeremy Chief Investment OfficerSell$100.92K
Sep 01, 2026Sieffert Kristen N PresidentSell$13.16K
Aug 24, 2026Prahm Jeremy Chief Investment OfficerSell$119.21K
Aug 10, 2026Prahm Jeremy Chief Investment OfficerSell$130.40K

Insider Transactions Trends

DateBuySell
2026 Q3-9
2026 Q2-8
2026 Q1214
2025 Q4-20
2025 Q326

FOA Ownership FAQ

Who Owns Finance of America Companies?

Finance of America Companies shareholders are primarily institutional investors at 61.04%, followed by 48.94% insiders and -9.98% retail investors. The average institutional ownership in Finance of America Companies's industry, Credit Services Stocks, is 60.09%, which Finance of America Companies exceeds.

Who owns the most shares of Finance of America Companies?

Finance of America Companies’s largest shareholders are Cooperman leon g (1.29M shares, 16.29%), Beach point capital management lp (927.84K shares, 11.75%), and Kayne anderson rudnick investment management (611.85K shares, 6.16%). Together, they hold 34.21% of Finance of America Companies’s total shares outstanding.

Does Blackrock own Finance of America Companies?

BlackRock is not among the top 10 institutional shareholders of Finance of America Companies.

Who is Finance of America Companies’s biggest shareholder by percentage of total assets invested?

Beach point capital management lp is Finance of America Companies’s biggest shareholder by percentage of total assets invested, with 6.07% of its assets in 927.84K Finance of America Companies shares, valued at 15.4M$.

Who is the top mutual fund holder of Finance of America Companies shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Finance of America Companies shares, with 2.34% of its total shares outstanding invested in 209.4K Finance of America Companies shares.

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