FOA: Finance of America Companies Inc. insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 3 sales totaling $149K in the last 180 days.

Insider sales

Trade dateInsiderRoleValue10b5-1 plan
2026-10-19Prahm JeremyOfficer$60Kyes
2026-10-05Prahm JeremyOfficer$79Kyes
2026-10-01Sieffert Kristen NPresident$9Kyes

Activist and 5% holders

FiledWhatHolderStakeChangeFiling
2026-08-0613D amendmentBloom Retirement Holdings Inc.9.49%SEC

Institutional ownership (Q2 2026)

76 institutions reported holding $131.53M of Finance of America Companies Inc. on Form 13F (71 the quarter before). 18 opened a new position and 12 sold out. Shares held by institutions: +5%.

Largest holdersSharesValue
COOPERMAN LEON G1,286,068$35.39M
Beach Point Capital Management LP927,837$25.53M
BlackRock, Inc.304,153$8.37M
VANGUARD CAPITAL MANAGEMENT LLC281,039$7.73M
BRIGADE CAPITAL MANAGEMENT, LP280,476$7.72M
AMERICAN CENTURY COMPANIES INC174,786$4.81M
DIMENSIONAL FUND ADVISORS LP135,623$3.73M
GEODE CAPITAL MANAGEMENT, LLC115,214$3.17M
Purpose Unlimited Inc.110,021$3.03M
RBF Capital, LLC102,320$2.82M

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