As of November 6, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Finance of America Companies Inc. The largest reported stake is Libman Family Holdings, LLC's, at 50.81%. 18 filings are on record since August 5, 2025 (Schedule 13D/A, March 3, 2026).
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Key facts
- · Reporting person: Bloom Retirement Holdings Inc. · Sole voting: 0 · Shared voting: 1,481,039 · Sole dispositive: 0 · Shared dispositive: 1,481,039 · SCHEDULE 13D/A, 2026-08-06
- · Holder: Cooperman Leon G. · Percent: 15% · SCHEDULE 13G/A
- · Holder: Bloom Retirement Holdings Inc. · Percent: 9.49% · SCHEDULE 13D/A
- · Holder: Bloom Retirement Holdings Inc. · Percent: 9.49% · SCHEDULE 13D/A
- · Holder: Beach Point Capital Management LP · Percent: 10.8% · SCHEDULE 13G/A
Finance of America Companies Inc. has 18 Schedule 13D or 13G filings on record since 2025-08-05. 5 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Libman Family Holdings, LLC | 50.81% | 9,246,412 | SCHEDULE 13D/A, 2026-03-03 | 2026-02-27 |
| 15% | 1,286,068 | SCHEDULE 13G/A, 2026-05-13 | 2026-03-31 | |
| Beach Point Capital Management LP | 10.8% | 927,837 | SCHEDULE 13G/A, 2026-04-07 | 2026-03-31 |
| Bloom Retirement Holdings Inc. | 9.49% | 1,481,039 | SCHEDULE 13D/A, 2026-08-06 | 2026-08-05 |
| Blue Owl Capital Holdings LP | 9.49% | 827,409 | SCHEDULE 13G, 2026-02-12 | 2025-12-31 |
| Blackstone Holdings II L.P. | 0% | 0 | SCHEDULE 13D/A, 2026-03-03 | 2026-02-27 |
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More on Finance of America Companies Inc. and the records around it.
Finance of America Companies Inc. elsewhere on the record
- Leadership changes Apr 2026
- Who owns it
Companies that share a holder
- Beach Point Capital Management LP also filed stake reports on 2 other companies: Velocity Financial, Inc. (Feb 2026), Rithm Property Trust Inc. (Nov 2025)
- Cooperman Leon G. also filed stake reports on 6 other companies: WhiteHawk Minerals Corp. (Aug 2026), Fidelis Insurance Holdings Ltd (Aug 2026), ASHLAND INC. (Aug 2026)
- BTO Urban Holdings L.L.C. also filed stake reports on 7 other companies: Corebridge Financial, Inc. (Nov 2026), Jersey Mike's Subs Inc. (Nov 2026), VARAGON CAPITAL CORPORATION (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Bloom Retirement Holdings Inc. | 0 | 1,481,039 | 0 | 1,481,039 | SCHEDULE 13D/A, 2026-08-06 |
| Reza Jahangiri | 0 | 1,481,039 | 0 | 1,481,039 | SCHEDULE 13D/A, 2026-08-06 |
The latest filing identifies Finance of America Companies Inc. by CUSIP 31738L206 and gives its principal executive office as 5830 Granite Parkway, Suite 400, Plano, TX 75024 (SCHEDULE 13D/A, 2026-08-06).
Purpose of Transaction (Item 4)
Blackstone Holdings II L.P.
Item 4(a) of the Schedule 13D is hereby amended to incorporate the following at the end thereof: On February 27, 2026, in connection with consummation of the Second Closing pursuant to the Amended and Restated Repurchase Agreement, the Issuer repurchased from the Reporting Persons an aggregate of 1,596,142 shares of Class A Common Stock and 2,418,766 Class A LLC Units for consideration of $10.00 per share or Class A LLC Unit as well as an aggregate of 2 shares of Class B Common Stock and 857,760 Earnout Rights for no consideration.Item 4 of the SCHEDULE 13D/A filed 2026-03-03
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-05 | Blackstone Holdings II L.P. | 50.5% | SCHEDULE 13D/A |
| 2025-08-08 | Bloom Retirement Holdings Inc. | 9.49% | SCHEDULE 13D/A |
| 2025-09-02 | Cooperman Leon G. | 11.6% | SCHEDULE 13G |
| 2025-09-16 | Bloom Retirement Holdings Inc. | 9.49% | SCHEDULE 13D/A |
| 2025-10-15 | Bloom Retirement Holdings Inc. | 9.49% | SCHEDULE 13D/A |
| 2025-11-17 | Blackstone Holdings II L.P. | 63.1% | SCHEDULE 13D/A |
| 2025-11-24 | Bloom Retirement Holdings Inc. | 9.49% | SCHEDULE 13D/A |
| 2025-12-08 | Blackstone Holdings II L.P. | 38.9% | SCHEDULE 13D/A |
| 2025-12-30 | Bloom Retirement Holdings Inc. | 9.49% | SCHEDULE 13D/A |
| 2026-02-12 | Blue Owl Capital Holdings LP | 9.49% | SCHEDULE 13G |
| 2026-02-13 | Beach Point Capital Management LP | 8.3% | SCHEDULE 13G |
| 2026-03-03 | Blackstone Holdings II L.P. | 0% | SCHEDULE 13D/A |
| 2026-03-03 | Libman Family Holdings, LLC | 50.81% | SCHEDULE 13D/A |
| 2026-04-07 | Beach Point Capital Management LP | 10.8% | SCHEDULE 13G/A |
| 2026-04-28 | Bloom Retirement Holdings Inc. | 9.49% | SCHEDULE 13D/A |
| 2026-05-08 | Bloom Retirement Holdings Inc. | 9.49% | SCHEDULE 13D/A |
| 2026-05-13 | Cooperman Leon G. | 15% | SCHEDULE 13G/A |
| 2026-08-06 | Bloom Retirement Holdings Inc. | 9.49% | SCHEDULE 13D/A |
Questions about who owns Finance of America Companies Inc.
Who owns Finance of America Companies Inc.?
On this page, 5 holders' latest ownership filings report 5% or more of Finance of America Companies Inc.: Libman Family Holdings, LLC (50.81%, Schedule 13D/A, filed 2026-03-03), Cooperman Leon G. (15%, Schedule 13G/A, filed 2026-05-13), Beach Point Capital Management LP (10.8%, Schedule 13G/A, filed 2026-04-07), Bloom Retirement Holdings Inc. (9.49%, Schedule 13D/A, filed 2026-08-06) and Blue Owl Capital Holdings LP (9.49%, Schedule 13G, filed 2026-02-12).
Who are the largest shareholders of Finance of America Companies Inc.?
By the share each holder's latest filing reports, the largest holders of Finance of America Companies Inc. on this page are Libman Family Holdings, LLC (50.81%), Cooperman Leon G. (15%) and Beach Point Capital Management LP (10.8%).
When did Libman Family Holdings, LLC buy into Finance of America Companies Inc.?
The filings give report dates, not purchase dates. The earliest filing from Libman Family Holdings, LLC on this page is the Schedule 13D/A, filed 2026-03-03, reporting 50.81%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 18 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Finance of America Companies Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| April 3, 2026 | Leadership change: Tai A. Thornock departs, Chief Accounting Officer | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.