Free Trial
→ Market Panic: Trump Just Dropped a Bomb on Your Stocks (From American Alternative) (Ad)tc pixel Free SOFI Stock Alerts

SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$24.90 -0.64 (-2.49%)
As of 03:58 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for SoFi Technologies (NASDAQ:SOFI)

Current
Institutional Ownership
Percentage
38.43%
Number of
Institutional Buyers
(last 12 months)
498
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$1.30B
Get SOFI Insider Trade Alerts

Want to know when executives and insiders are buying or selling SoFi Technologies stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SOFI Institutional Buying and Selling by Quarter

SoFi Technologies Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025 Centaurus Financial Inc.18,522$337K0.0%+66.0%0.002%
8/27/2025 Orion Porfolio Solutions LLC25,430$463K0.0%-34.8%0.002%
8/26/2025 Thrivent Financial for Lutherans28,802$524K0.0%N/A0.002%
8/21/2025 Pathway Financial Advisers LLC47,319$862K0.3%+1.1%0.004%
8/19/2025 B. Riley Wealth Advisors Inc.16,631$303K0.0%N/A0.001%
8/19/2025 Newbridge Financial Services Group Inc.17,476$318K0.1%-20.8%0.001%
8/19/2025 Marex Group plc613,903$11.18M0.1%N/A0.051%
8/19/2025 Advisory Services Network LLC33,850$616K0.0%-36.5%0.003%
8/19/2025 State of Wyoming14,139$257K0.0%+6.3%0.001%
8/18/2025 N.E.W. Advisory Services LLC4,853$88K0.0%-32.4%0.000%
8/18/2025 Geneos Wealth Management Inc.9,136$166K0.0%-20.0%0.001%
8/18/2025 Caxton Associates LLP13,676$249K0.0%+22.9%0.001%
8/16/2025 Nikko Asset Management Americas Inc.3,399,960$61.88M0.6%+29.4%0.308%
8/16/2025 FORA Capital LLC19,161$349K0.0%-98.0%0.002%
8/16/2025 Headlands Technologies LLC97,356$1.77M0.2%+3,990.6%0.009%
8/15/2025 CANADA LIFE ASSURANCE Co366,347$6.68M0.0%+47.4%0.033%
8/15/2025 Tower Research Capital LLC TRC 51,275$934K0.0%+317.4%0.005%
8/15/2025 Firsthand Capital Management Inc.50,000$910K1.6%N/A0.005%
8/15/2025 Rakuten Securities Inc.365,247$6.65M2.6%+146.0%0.033%
8/15/2025 Corient Private Wealth LLC288,793$5.26M0.0%+179.8%0.026%
8/15/2025 Captrust Financial Advisors41,230$751K0.0%+13.4%0.004%
8/15/2025 Vident Advisory LLC21,843$398K0.0%-13.3%0.002%
8/15/2025 Visionary Wealth Advisors12,469$227K0.0%+14.9%0.001%
8/15/2025 Two Sigma Securities LLC51,864$944K0.1%+44.6%0.005%
8/15/2025 Tidal Investments LLC91,135$1.66M0.0%+20.9%0.008%
8/15/2025 Smartleaf Asset Management LLC1,819$31K0.0%-20.4%0.000%
8/15/2025 Riggs Asset Managment Co. Inc.105,350$1.92M0.5%+4.3%0.010%
8/15/2025 Orion Porfolio Solutions LLC25,430$463K0.0%-34.8%0.002%
8/15/2025 MML Investors Services LLC310,612$5.66M0.0%+15.5%0.028%
8/15/2025 Lazard Asset Management LLC35,909$652K0.0%-43.4%0.003%
8/15/2025 LM Advisors LLC134,600$2.45M0.3%-3.6%0.012%
8/15/2025 Great Valley Advisor Group Inc.10,341$188K0.0%-32.6%0.001%
8/15/2025 Elevatus Welath Management492,598$8.97M3.0%N/A0.045%
8/15/2025 Eventide Asset Management LLC15,633$270K0.0%N/A0.001%
8/15/2025 Engineers Gate Manager LP257,112$4.68M0.1%-64.7%0.023%
8/15/2025 Benjamin Edwards Inc.13,941$254K0.0%N/A0.001%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S447,551$8.15M0.1%+7,224.9%0.040%
8/15/2025 Boothbay Fund Management LLC17,159$312K0.0%-42.7%0.002%
8/15/2025 Brevan Howard Capital Management LP193,766$3.53M0.0%-59.8%0.018%
8/15/2025 Ameriprise Financial Inc.2,070,434$37.71M0.0%+178.4%0.187%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
8/15/2025 AQR Capital Management LLC671,504$12.23M0.0%+10.2%0.061%
8/14/2025 CTC Alternative Strategies Ltd.20,511$374K0.3%N/A0.002%
8/14/2025 PDT Partners LLC136,102$2.48M0.1%-45.3%0.012%
8/14/2025 Ausdal Financial Partners Inc.15,394$280K0.0%+12.9%0.001%
8/14/2025 Worldquant Millennium Advisors LLC348,641$6.35M0.0%N/A0.032%
8/14/2025 Canada Pension Plan Investment Board421,000$7.67M0.0%+33.2%0.038%
8/14/2025 Keystone Financial Services LLC52,332$953K0.7%+4.9%0.005%
8/14/2025 Occudo Quantitative Strategies LP132,926$2.42M0.3%+63.3%0.012%
8/14/2025 Quantinno Capital Management LP178,569$3.25M0.0%+37.3%0.016%
8/14/2025 AllSquare Wealth Management LLC3,800$69K0.0%+533.3%0.000%
8/14/2025 Diversify Advisory Services LLC941,215$17.14M0.7%-10.1%0.085%
8/14/2025 Alliancebernstein L.P.1,054,537$19.20M0.0%-38.5%0.095%
8/14/2025 HUB Investment Partners LLC80,585$1.47M0.0%+160.7%0.007%
8/14/2025 Treasurer of the State of North Carolina496,686$9.05M0.0%+1.6%0.045%
8/14/2025 Rokos Capital Management LLP2,120,333$38.60M0.2%N/A0.192%
8/14/2025 Sei Investments Co.745,101$13.57M0.0%+422.9%0.067%
8/14/2025 NewEdge Advisors LLC286,287$5.21M0.0%+46.5%0.026%
8/14/2025 Azora Capital LP2,363,547$43.04M1.9%+4.9%0.214%
8/14/2025 Aldebaran Financial Inc.25,225$459K0.5%-20.2%0.002%
8/14/2025 State Street Corp18,592,445$338.57M0.0%-0.7%1.682%
8/14/2025 WINTON GROUP Ltd15,460$282K0.0%N/A0.001%
8/14/2025 Hood River Capital Management LLC682,130$12.42M0.2%N/A0.062%
8/14/2025 California Public Employees Retirement System1,875,222$34.15M0.0%+9.4%0.170%
8/14/2025 Cerity Partners LLC455,285$8.29M0.0%-23.9%0.041%
8/14/2025 Federated Hermes Inc.11,751$214K0.0%N/A0.001%
8/13/2025 Jump Financial LLC2,268,103$41.30M0.5%+1,058.8%0.205%
8/13/2025 Bosun Asset Management LLC108,961$1.98M0.6%+6.1%0.010%
8/13/2025 Sassicaia Capital Advisers LLC21,964$400K0.3%N/A0.002%
8/13/2025 StoneX Group Inc.12,538$223K0.0%N/A0.001%
8/13/2025 SageView Advisory Group LLC13,376$244K0.0%+16.5%0.001%
8/13/2025 Brown Advisory Inc.12,927$235K0.0%-47.8%0.001%
8/13/2025 Marshall Wace LLP7,997,146$145.63M0.2%+88.2%0.723%
8/13/2025 Baird Financial Group Inc.84,454$1.54M0.0%+7.3%0.008%
8/13/2025 First Trust Advisors LP3,948,998$71.91M0.1%+20.6%0.357%
8/13/2025 EverSource Wealth Advisors LLC3,436$63K0.0%-19.2%0.000%
8/13/2025 Invesco Ltd.1,510,159$27.50M0.0%+65.7%0.137%
8/13/2025 Beacon Pointe Advisors LLC107,826$1.96M0.0%-18.1%0.010%
8/13/2025 Arrowstreet Capital Limited Partnership254,425$4.63M0.0%N/A0.023%
8/13/2025 Quantbot Technologies LP1,411,233$25.70M0.7%N/A0.128%
8/13/2025 M&T Bank Corp57,056$1.04M0.0%-1.9%0.005%
8/13/2025 OMERS ADMINISTRATION Corp49,000$892K0.0%N/A0.004%
8/13/2025 Edgestream Partners L.P.124,073$2.26M0.1%-68.9%0.011%
8/13/2025 Shelton Capital Management64,000$1.17M0.0%N/A0.006%
8/13/2025 Lido Advisors LLC11,125$203K0.0%N/A0.001%
8/13/2025 Skandinaviska Enskilda Banken AB publ 6,570$120K0.0%+276.9%0.001%
8/13/2025 Norges Bank9,009,753$164.07M0.0%N/A0.815%
8/13/2025 Patient Capital Management LLC3,157,431$57.50M2.6%-10.7%0.286%
8/13/2025 Quadrature Capital Ltd6,328,992$115.19M2.0%N/A0.573%
8/13/2025 Virtue Capital Management LLC67,944$1.24M0.2%-12.9%0.006%
8/13/2025 Level Four Advisory Services LLC33,050$602K0.0%-2.4%0.003%
Turn $1K into $50K with This DeFi Gem (Ad)

Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positioned at the absolute center of this incoming capital flood— a project so fundamentally essential to the crypto ecosystem that institutional investors simply cannot ignore it.tc pixel

Click here to get all the details
8/13/2025 Northwestern Mutual Wealth Management Co.167,516$3.05M0.0%+21.8%0.015%
8/13/2025 State Board of Administration of Florida Retirement System927,299$16.89M0.0%+0.8%0.084%
8/13/2025 Elevation Point Wealth Partners LLC3,976$72K0.0%N/A0.000%
8/13/2025 Baltimore Washington Financial Advisors Inc.763,386$13.90M0.6%+26.2%0.069%
8/13/2025 Vinva Investment Management Ltd21,170$386K0.0%N/A0.002%
8/13/2025 Choreo LLC28,847$525K0.0%+79.6%0.003%
8/13/2025 Russell Investments Group Ltd.118,503$2.16M0.0%+28.3%0.011%
8/12/2025 RPG Investment Advisory LLC29,450$536K0.1%N/A0.003%
8/12/2025 XTX Topco Ltd49,563$903K0.0%+77.3%0.004%
8/12/2025 Jaffetilchin Investment Partners LLC68,939$1.26M0.1%-12.4%0.006%
(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, 690 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($1.83B), Geode Capital Management LLC ($347.32M), State Street Corp ($338.57M), Two Sigma Advisers LP ($299.98M), Norges Bank ($164.07M), Marshall Wace LLP ($145.63M), and Charles Schwab Investment Management Inc. ($120.70M).Learn more on SoFi Technologies' 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 628 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: Norges Bank ($22.91M), Vanguard Group Inc. ($19.84M), Two Sigma Advisers LP ($19.48M), Dimensional Fund Advisors LP ($13.36M), Quadrature Capital Ltd ($13.31M), Sumitomo Mitsui Trust Holdings Inc. ($10.87M), and Nikko Asset Management Americas Inc. ($10.40M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 142,210,132 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

Which of SoFi Technologies' major shareholders have been selling company stock?

Of the 265 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: Dimensional Fund Advisors LP ($15.66M), ARK Investment Management LLC ($12.51M), Sumitomo Mitsui Trust Group Inc. ($8.83M), Marshall Wace LLP ($8.29M), Nikko Asset Management Americas Inc. ($7.41M), Renaissance Technologies LLC ($4.75M), and Connor Clark & Lunn Investment Management Ltd. ($3.80M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 93,230,695 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


Related Companies

This page (NASDAQ:SOFI) was last updated on 9/2/2025 by MarketBeat.com Staff
From Our Partners
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsoredtc pixel
The day and month stocks are most likely to crash next
Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history giv...
Chaikin Analytics | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
They said digital dollars were off the table. But with the GENIUS Act now federal law, private corporations—no...
Priority Gold | Sponsoredtc pixel
2013 Bitcoin miner reveals his trading system (free)
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel