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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$12.38 -0.89 (-6.71%)
As of 02:47 PM Eastern
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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)
417
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$832.76M
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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
4/30/2025AlphaStar Capital Management LLC315,733$3.67M0.4%+5.4%0.029%
4/30/2025M&T Bank Corp58,186$677K0.0%+10.0%0.005%
4/30/2025Hourglass Capital LLC27,000$314K0.1%-32.5%0.002%
4/30/2025Brown Advisory Inc.24,773$288K0.0%N/A0.002%
4/30/2025Highview Capital Management LLC DE 93,573$1.09M0.5%+25.1%0.009%
4/29/2025U.S. Capital Wealth Advisors LLC15,933$185K0.0%+27.5%0.001%
4/29/2025Envestnet Asset Management Inc.69,718$811K0.0%-46.1%0.006%
4/29/2025Hexagon Capital Partners LLC28,421$331K0.1%-8.3%0.003%
4/29/2025Riggs Asset Managment Co. Inc.101,023$1.18M0.3%+258,933.3%0.009%
4/29/2025Acorn Financial Advisory Services Inc. ADV135,089$1.57M0.3%-4.5%0.012%
4/29/2025Bank of New York Mellon Corp3,261,225$37.93M0.0%+1.2%0.297%
4/29/2025World Investment Advisors23,818$277K0.0%+6.7%0.002%
4/29/2025Global Wealth Management Investment Advisory Inc.10,612$123K0.0%N/A0.001%
4/29/2025GF Fund Management CO. LTD.41,704$485K0.0%N/A0.004%
4/29/2025OneDigital Investment Advisors LLC29,971$349K0.0%+21.4%0.003%
4/29/2025Hartline Investment Corp12,893$150K0.0%+25.1%0.001%
4/29/2025Palisade Capital Management LP11,000$128K0.0%N/A0.001%
4/28/2025 D.A. Davidson & CO.121,330$1.41M0.0%+11.3%0.011%
4/28/2025 Principal Financial Group Inc.55,371$644K0.0%-8.9%0.005%
4/28/2025 Xcel Wealth Management LLC73,400$854K0.3%+2.3%0.007%
4/28/2025 Mutual Advisors LLC11,025$142K0.0%N/A0.001%
4/28/2025 Clarity Capital Partners LLC402,967$4.69M1.9%-1.8%0.037%
4/28/2025 Teacher Retirement System of Texas247,693$2.88M0.0%+36.2%0.023%
4/28/2025 Cannon Global Investment Management LLC30,000$349K0.6%-14.3%0.003%
4/28/2025 DAVENPORT & Co LLC48,187$560K0.0%-7.5%0.004%
4/28/2025 Summit Trail Advisors LLC265,947$3.09M0.1%-4.2%0.024%
4/28/2025 Vontobel Holding Ltd.147,955$1.72M0.0%+44.5%0.013%
4/25/2025 Keystone Financial Services LLC49,902$580K0.5%+179.5%0.005%
4/25/2025 CMG Global Holdings LLC140,389$1.73M1.1%+77.8%0.013%
4/25/2025 Amalgamated Bank59,068$687K0.0%+3.6%0.005%
4/25/2025 KBC Group NV44,734$520K0.0%+9.9%0.004%
4/25/2025 Clay Northam Wealth Management LLC16,665$194K0.1%+8.7%0.002%
4/25/2025 Capital Advisors Wealth Management LLC110,702$1.29M0.2%-1.1%0.010%
4/25/2025 Sumitomo Mitsui Trust Group Inc.2,626,652$30.55M0.0%-66.0%0.240%
4/24/2025 Highland Capital Management LLC88,155$1.03M0.1%N/A0.008%
4/24/2025 Mirae Asset Global Investments Co. Ltd.41,124$478K0.0%+1,085.5%0.004%
4/24/2025 Illinois Municipal Retirement Fund45,512$529K0.0%N/A0.004%
4/24/2025 Diversified Trust Co10,938$127K0.0%N/A0.001%
4/24/2025 Alta Wealth Advisors LLC67,219$782K0.4%-4.9%0.006%
4/24/2025 MFG Wealth Management Inc.156,277$1.82M1.7%+27.7%0.014%
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4/23/2025 Sequoia Financial Advisors LLC15,544$181K0.0%N/A0.001%
4/23/2025 Perigon Wealth Management LLC39,347$458K0.0%-2.4%0.004%
4/23/2025 Kellett Wealth Advisors LLC10,000$116K0.1%N/A0.001%
4/23/2025 Spire Wealth Management83,361$969K0.0%+5.0%0.008%
4/23/2025 Global Assets Advisory LLC19,355$210K0.0%N/A0.002%
4/23/2025 Sava Infond d.o.o.12,000$140K0.0%-14.3%0.001%
4/23/2025 Asset Management One Co. Ltd.8,114$94K0.0%+55.0%0.001%
4/23/2025 Oppenheimer & Co. Inc.242,154$2.82M0.0%-33.7%0.022%
4/22/2025 Cambridge Investment Research Advisors Inc.258,649$3.01M0.0%-6.8%0.024%
4/22/2025 Kennedy Investment Group64,900$755K0.4%-7.5%0.006%
4/22/2025 Wolff Wiese Magana LLC6,600$77K0.1%-35.5%0.001%
4/22/2025 Consolidated Investment Group LLC151,085$1.76M0.3%+9.5%0.014%
4/22/2025 Garde Capital Inc.2,653$31K0.0%N/A0.000%
4/22/2025 PFG Investments LLC36,225$421K0.0%-23.9%0.003%
4/21/2025 OLD Second National Bank of Aurora306,173$3.56M0.8%-1.0%0.028%
4/21/2025 River Street Advisors LLC67,202$782K0.4%+6.6%0.006%
4/21/2025 Means Investment CO. Inc.48,338$562K0.1%-5.3%0.004%
4/21/2025 Compass Capital Corp MA ADV11,260$131K0.1%+12.6%0.001%
4/21/2025 Envestnet Portfolio Solutions Inc.17,758$207K0.0%-21.9%0.002%
4/21/2025 Wealthspan Partners LLC21,611$251K0.1%+9.4%0.002%
4/21/2025 Pegasus Asset Management Inc.123,887$1.44M0.6%+8.3%0.011%
4/18/2025 Mayfair Advisory Group LLC15,685$182K0.1%+24.1%0.001%
4/18/2025 Rakuten Securities Inc.148,461$1.73M0.9%+66.9%0.014%
4/17/2025 Copia Wealth Management3,416$40K0.0%+3,316.0%0.000%
4/17/2025 QRG Capital Management Inc.236,615$2.75M0.0%-15.7%0.022%
4/17/2025 Sowell Financial Services LLC22,293$259K0.0%N/A0.002%
4/17/2025 Janney Montgomery Scott LLC147,931$1.72M0.0%+17.6%0.013%
4/17/2025 Fortis Advisors LLC31,300$364K0.2%-29.7%0.003%
4/17/2025 Dynamic Advisor Solutions LLC14,959$174K0.0%N/A0.001%
4/16/2025 Byrne Asset Management LLC3,872$45K0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC450,089$5.24M0.0%+1.9%0.041%
4/16/2025 Parkside Investments LLC426,120$4.96M0.7%-36.5%0.039%
4/15/2025 Greenwood Capital Associates LLC27,929$325K0.0%N/A0.003%
4/15/2025 Handelsbanken Fonder AB245,100$2.85M0.0%-2.8%0.022%
4/15/2025 SG Americas Securities LLC156,465$1.82M0.0%-138.3%0.014%
4/15/2025 Simplicity Wealth LLC229,303$2.67M0.2%N/A0.021%
4/15/2025 GAMMA Investing LLC8,283$96K0.0%+39.8%0.001%
4/14/2025 Pallas Capital Advisors LLC27,241$317K0.0%-9.8%0.002%
4/14/2025 Farther Finance Advisors LLC4,348$52K0.0%+73.3%0.000%
4/14/2025 Bank of New Hampshire4,000$47K0.0%+33.3%0.000%
4/14/2025 Miracle Mile Advisors LLC84,518$983K0.0%-10.5%0.008%
4/14/2025 Wedmont Private Capital20,614$221K0.0%+12.6%0.002%
4/14/2025 UMB Bank n.a.33,155$386K0.0%-18.4%0.003%
4/11/2025 City State Bank5,250$61K0.0%+2,000.0%0.000%
4/11/2025 Horizon Wealth Management LLC10,980$128K0.0%N/A0.001%
4/11/2025 Armstrong Fleming & Moore Inc25,575$297K0.4%N/A0.002%
4/10/2025 Gainplan LLC26,193$305K0.2%N/A0.002%
4/10/2025 Key Client Fiduciary Advisors LLC14,092$164K0.1%+11.4%0.001%
4/10/2025 Teamwork Financial Advisors LLC80,250$933K0.1%N/A0.007%
4/10/2025 Clarus Wealth Advisors70,935$808K0.4%N/A0.006%
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4/9/2025 RFG Advisory LLC171,398$1.99M0.1%+308.8%0.016%
4/9/2025 Merit Financial Group LLC18,285$213K0.0%-41.3%0.002%
4/9/2025 NBC Securities Inc.7,677$89K0.0%+109,571.4%0.001%
4/9/2025 Fiduciary Alliance LLC96,944$1.13M0.1%N/A0.009%
4/8/2025 Rhumbline Advisers1,075,817$12.51M0.0%+4.1%0.098%
4/8/2025 Burr Financial Services LLC15,580$181K0.1%+10.6%0.001%
4/8/2025 Parallel Advisors LLC8,754$102K0.0%+19.4%0.001%
4/7/2025 GAMMA Investing LLC96,331$1.12M0.0%+1,525.8%0.009%
3/18/2025California State Teachers Retirement System950,857$14.64M0.0%-0.2%0.087%
3/18/2025111 Capital28,438$438K0.1%N/A0.003%
(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, 635 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($1.51B), Two Sigma Advisers LP ($299.98M), Geode Capital Management LLC ($276.29M), Dimensional Fund Advisors LP ($220.40M), ARK Investment Management LLC ($144.63M), State Street Corp ($141.97M), and Nikko Asset Management Americas Inc. ($119.01M).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 564 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: Two Sigma Advisers LP ($19.48M), Vanguard Group Inc. ($17.89M), Norges Bank ($13.90M), Dimensional Fund Advisors LP ($13.36M), Sumitomo Mitsui Trust Holdings Inc. ($11.46M), Quadrature Capital Ltd ($9.64M), and Nikko Asset Management Americas Inc. ($9.63M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 193,610,608 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

Which SoFi Technologies major shareholders have been selling company stock?

Of the 277 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 ($10.41M), Sumitomo Mitsui Trust Group Inc. ($8.83M), Marshall Wace LLP ($8.29M), ARK Investment Management LLC ($6.83M), Renaissance Technologies LLC ($4.75M), Nikko Asset Management Americas Inc. ($2.30M), and DAVENPORT & Co LLC ($2.03M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 71,041,909 shares in the last 24 months. This volume of shares sold represents approximately $921.52M in transactions.


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This page (NASDAQ:SOFI) was last updated on 4/30/2025 by MarketBeat.com Staff
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