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 |
| Cooperman Leon G. | 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 |
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 |
Tools for this story
Each opens in a new tab, filled in for Finance of America Companies Inc.. With no account yet, you sign up free and land on the result.
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.