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SoFi Technologies (SOFI) Institutional Ownership

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(As of 05/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for SoFi Technologies (NASDAQ:SOFI)

Current
Institutional Ownership
Percentage
38.43%
Number of
Institutional Buyers
(last 12 months)
284
Total
Institutional Inflows
(last 12 months)
$693.54M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$88.86M
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SOFI Institutional Buying and Selling by Quarter

SoFi Technologies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Mirae Asset Global Investments Co. Ltd.1,263,475$9.22M0.0%+15.2%0.129%
5/1/2024 Diversify Advisory Services LLC957,351$6.91M0.4%N/A0.098%
4/30/2024Van ECK Associates Corp288,438$2.11M0.0%+50.5%0.030%
4/30/2024 HB Wealth Management LLC24,086$176K0.0%N/A0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.24,481$179K0.0%N/A0.003%
4/30/2024 Caprock Group LLC748,081$5.46M0.3%-1.6%0.077%
4/30/2024 Perigon Wealth Management LLC42,196$308K0.0%-5.8%0.004%
4/29/2024Commonwealth Equity Services LLC608,576$4.44M0.0%+5.6%0.062%
4/29/2024 Principal Financial Group Inc.80,650$589K0.0%+37.1%0.008%
4/26/2024 Trueblood Wealth Management LLC22,103$161K0.1%+41.0%0.002%
4/26/2024 McGuire Investment Group LLC39,950$292K0.0%+10.2%0.004%
4/26/2024 UMB Bank n.a.31,237$228K0.0%+36.1%0.003%
4/26/2024 Caliber Wealth Management LLC38,344$280K0.1%-12.6%0.004%
4/25/2024 Gainplan LLC10,502$77K0.0%N/A0.001%
4/25/2024 Triumph Capital Management362,385$2.62M1.1%+24.9%0.037%
4/25/2024 Valeo Financial Advisors LLC39,716$302K0.0%-7.0%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.243,114$1.78M0.0%-50.2%0.025%
4/24/2024 Axim Planning & Wealth28,000$204K0.2%+27.3%0.003%
4/24/2024 Newbridge Financial Services Group Inc.289,476$2.11M0.9%-1.5%0.030%
4/24/2024 Zullo Investment Group Inc.16,500$120K0.1%-9.6%0.002%
4/24/2024 Simplicity Wealth LLC13,959$102K0.0%N/A0.001%
4/24/2024 Archford Capital Strategies LLC33,642$246K0.0%N/A0.003%
4/24/2024 Spire Wealth Management171,732$1.25M0.1%-2.5%0.018%
4/23/2024 Global Retirement Partners LLC36,829$269K0.0%+435.4%0.004%
4/23/2024 Summit Trail Advisors LLC259,916$1.90M0.1%+6.9%0.027%
4/23/2024 Raymond James Financial Services Advisors Inc.354,708$2.59M0.0%-35.7%0.036%
4/22/2024 PFG Investments LLC62,222$454K0.0%+109.8%0.006%
4/20/2024 Kesler Norman & Wride LLC11,000$80K0.0%N/A0.001%
4/19/2024 Marshall Financial Group LLC12,224$89K0.0%N/A0.001%
4/19/2024 Kovack Advisors Inc.125,315$915K0.1%+6.4%0.013%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.10,767,302$78.60M0.1%+176.3%1.102%
4/18/2024 SeaCrest Wealth Management LLC27,810$203K0.0%-11.0%0.003%
4/18/2024 State of Michigan Retirement System1,000,000$7.30M0.0%N/A0.102%
4/18/2024 Miracle Mile Advisors LLC81,350$594K0.0%+3.8%0.008%
4/18/2024 Diversified Trust Co25,332$185K0.0%+37.3%0.003%
4/17/2024 River Street Advisors LLC43,282$316K0.2%+22.2%0.004%
4/16/2024 KRS Capital Management LLC11,420$83K0.1%N/A0.001%
4/16/2024 Firethorn Wealth Partners LLC171,979$1.26M0.7%-16.4%0.018%
4/16/2024 Calton & Associates Inc.27,350$200K0.1%+16.3%0.003%
4/15/2024 Wealthcare Advisory Partners LLC26,666$195K0.0%+53.4%0.003%
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4/15/2024 Future Financial Wealth Managment LLC5,110$37K0.0%N/A0.001%
4/13/2024 Parkside Investments LLC794,210$5.80M0.9%-10.3%0.081%
4/12/2024 Capital Advisors Wealth Management LLC102,513$748K0.2%+3.2%0.010%
4/12/2024 Anderson Hoagland & Co.445,977$3.37M0.4%+11.2%0.046%
4/11/2024 International Assets Investment Management LLC24,125$174K0.0%-6.0%0.002%
4/10/2024 SOA Wealth Advisors LLC.4,513$33K0.0%+61.2%0.000%
4/10/2024 Wedmont Private Capital10,452$82K0.0%-13.4%0.001%
4/10/2024 Banque Cantonale Vaudoise14,500$107K0.0%+16.0%0.001%
4/4/2024 Moseley Investment Management Inc.30,680$224K0.1%+15.1%0.003%
4/3/2024 Strategic Advocates LLC72,430$529K0.2%+10.8%0.007%
4/2/2024 Modus Advisors LLC10,620$78K0.0%N/A0.001%
3/28/2024 Newbridge Financial Services Group Inc.293,948$2.93M1.4%+13.1%0.030%
3/26/2024HighPoint Advisor Group LLC116,570$1.16M0.1%N/A0.012%
3/25/2024Quadrature Capital Ltd2,471,921$24.57M0.4%N/A0.253%
3/15/2024B. Riley Wealth Advisors Inc.120,648$1.20M0.0%-5.1%0.012%
3/14/2024 Hennessy Advisors Inc.40,000$398K0.0%-42.9%0.004%
3/11/2024Vanguard Group Inc.81,459,986$810.53M0.0%+6.6%8.340%
3/1/2024Creekmur Asset Management LLC39,404$392K0.1%N/A0.004%
2/29/2024Tortoise Investment Management LLC3,939$39K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC377,022$3.75M0.0%+0.4%0.039%
2/20/2024Clarity Capital Partners LLC338,994$3.37M2.4%N/A0.035%
2/20/2024Wellington Wealth Strategies LLC.45,048$448K0.4%N/A0.005%
2/15/2024Patient Capital Management LLC3,776,542$37.58M2.0%+1.3%0.394%
2/14/2024LM Advisors LLC167,854$1.67M0.3%N/A0.018%
2/14/2024VitalStone Financial LLC77,898$775K0.6%-15.7%0.008%
2/14/2024Quadrature Capital Ltd2,471,921$24.57M0.5%N/A0.258%
2/14/2024Seven Eight Capital LP235,103$2.34M0.3%N/A0.025%
2/14/2024Vermillion & White Wealth Management Group LLC4,000$40K0.0%N/A0.000%
2/14/2024Hel Ved Capital Management Ltd62,500$622K0.2%N/A0.007%
2/13/2024Oppenheimer & Co. Inc.205,105$2.04M0.0%+6.7%0.021%
2/13/2024Armistice Capital LLC18,594$185K0.0%N/A0.002%
2/13/2024CIBC Private Wealth Group LLC65,785$655K0.0%+2.3%0.007%
2/13/2024Belpointe Asset Management LLC21,625$215K0.0%+26.5%0.002%
2/13/2024Jones Financial Companies Lllp4,383$44K0.0%N/A0.000%
2/13/2024KBC Group NV17,014$169K0.0%+2,798.5%0.002%
2/13/2024California State Teachers Retirement System960,492$9.56M0.0%-3.6%0.100%
2/12/2024GPI Capital L.P.3,749,760$37.31M8.9%+25.0%0.391%
2/12/2024Tradition Wealth Management LLC33,216$330K0.0%+24.1%0.003%
2/12/2024TFO Wealth Partners LLC32,633$325K0.0%+70,841.3%0.003%
2/12/2024Treasurer of the State of North Carolina426,796$4.25M0.0%+5.9%0.045%
2/12/2024Steward Partners Investment Advisory LLC142,534$1.42M0.0%+384.2%0.015%
2/12/2024Hilltop Holdings Inc.57,079$568K0.1%+140.3%0.006%
2/9/2024Advisory Services Network LLC61,117$608K0.0%-3.8%0.006%
2/9/2024 Cambridge Investment Research Advisors Inc.487,976$4.86M0.0%-1.6%0.051%
2/9/2024Balboa Wealth Partners13,625$136K0.0%-46.7%0.001%
2/9/2024Quest Partners LLC14,705$146K0.0%N/A0.002%
2/9/2024Trexquant Investment LP610,129$6.07M0.1%-30.2%0.064%
2/9/2024Corient Private Wealth LLC70,321$700K0.0%+3.8%0.007%
2/9/2024D.A. Davidson & CO.80,172$798K0.0%+11.9%0.008%
2/9/2024Wells Fargo & Company MN2,854,098$28.40M0.0%+20.9%0.298%
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2/9/2024Gladstone Institutional Advisory LLC37,700$375K0.0%-22.3%0.004%
2/9/2024BI Asset Management Fondsmaeglerselskab A S9,594$95K0.0%N/A0.001%
2/9/2024Norges Bank7,170,737$71.35M0.0%N/A0.748%
2/8/2024Manchester Capital Management LLC2,676$27K0.0%-36.0%0.000%
2/8/2024Mizuho Markets Americas LLC1,240,698$12.35M0.3%+120.1%0.129%
2/8/2024 Brown Advisory Inc.34,979$348K0.0%+54.1%0.004%
2/8/2024Independent Advisor Alliance21,542$214K0.0%+22.5%0.002%
2/8/2024Level Four Advisory Services LLC28,064$279K0.0%+40.1%0.003%
2/8/2024Tortoise Investment Management LLC3,939$39K0.0%N/A0.000%
2/8/2024Texas Capital Bank Wealth Management Services Inc15,000$149K0.0%-50.0%0.002%
(Data available from 1/1/2016 forward)

SOFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOFI shares?

During the previous two years, 509 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($810.53M), Geode Capital Management LLC ($107.40M), Sumitomo Mitsui Trust Holdings Inc. ($78.60M), Norges Bank ($71.35M), Charles Schwab Investment Management Inc. ($54.66M), Nuveen Asset Management LLC ($50.43M), and DCM International VI Ltd. ($40.81M).Learn more on SOFI's institutional investors.

What percentage of SoFi Technologies stock is owned by institutional investors?

38.43% of SoFi Technologies stock is owned by institutional investors. Learn more on SOFI's institutional investor holdings.

Which institutional investors have been buying SoFi Technologies stock?

Of the 466 institutional investors that purchased SoFi Technologies stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Riverwood Capital Management Ltd. ($22.00M), Sumitomo Mitsui Trust Holdings Inc. ($10.77M), Vanguard Group Inc. ($7.63M), Quadrature Capital Ltd ($7.60M), Norges Bank ($7.17M), Dimensional Fund Advisors LP ($3.88M), and International Assets Investment Management LLC ($3.77M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 150,057,298 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

Which SoFi Technologies major shareholders have been selling company stock?

Of the 208 institutional investors that sold SoFi Technologies stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Riverwood Capital Management Ltd. ($14.31M), Coatue Management LLC ($6.26M), DCM International VI Ltd. ($3.35M), Mizuho Markets Americas LLC ($2.30M), Amundi ($2.22M), SG Americas Securities LLC ($2.22M), and Credit Suisse AG ($1.57M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 49,503,122 shares in the last 24 months. This volume of shares sold represents approximately $291.17M in transactions.


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This page (NASDAQ:SOFI) was last updated on 5/2/2024 by MarketBeat.com Staff

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