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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$23.65 +1.23 (+5.49%)
Closing price 08/12/2025 04:00 PM Eastern
Extended Trading
$24.09 +0.44 (+1.88%)
As of 04:46 AM 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)
480
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$1.23B
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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
8/12/2025Global Retirement Partners LLC103,797$1.89M0.0%N/A0.009%
8/12/2025Intellus Advisors LLC140,923$2.57M0.4%+12.3%0.013%
8/12/2025Waterloo Capital L.P.13,318$243K0.0%N/A0.001%
8/12/2025Prudential Financial Inc.83,756$1.53M0.0%+23.9%0.008%
8/12/2025Charles Schwab Investment Management Inc.6,628,309$120.70M0.0%+2.4%0.600%
8/12/2025American Century Companies Inc.294,138$5.36M0.0%-0.8%0.027%
8/12/2025Nemes Rush Group LLC7,338$134K0.0%-7.0%0.001%
8/12/2025Rhumbline Advisers1,022,202$18.61M0.0%-5.0%0.092%
8/12/2025Franklin Resources Inc.13,796$251K0.0%+23.2%0.001%
8/12/2025AXQ Capital LP120,753$2.20M0.7%-7.4%0.011%
8/12/2025Legal & General Group Plc1,179,998$21.49M0.0%+3.5%0.107%
8/12/2025DNB Asset Management AS421,685$7.68M0.0%-2.4%0.038%
8/12/2025Entropy Technologies LP523,501$9.53M0.8%+10.5%0.047%
8/12/2025Swiss National Bank1,990,300$36.24M0.0%-0.4%0.180%
8/12/2025Handelsbanken Fonder AB252,900$4.61M0.0%+3.2%0.023%
8/12/2025Catalyst Funds Management Pty Ltd31,145$567K0.2%-83.7%0.003%
8/12/2025Miller Financial Services LLC128,145$2.33M3.0%+8.7%0.012%
8/12/2025PKS Advisory Services LLC11,000$200K0.0%N/A0.001%
8/12/2025Ensign Peak Advisors Inc340,348$6.20M0.0%-3.5%0.031%
8/11/2025Nicholas Wealth LLC.90,405$1.65M0.8%+5.9%0.008%
8/11/2025TD Waterhouse Canada Inc.23,011$406K0.0%+402.5%0.002%
8/11/2025Highview Capital Management LLC DE 95,104$1.73M0.7%+1.6%0.009%
8/11/2025Vanguard Group Inc.100,287,485$1.83B0.0%+0.8%9.073%
8/11/2025Midwest Professional Planners LTD.63,271$1.15M0.3%+2.4%0.006%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH351,268$6.40M0.0%+3.7%0.032%
8/8/2025 Rockefeller Capital Management L.P.1,040,103$18.94M0.0%-36.8%0.094%
8/8/2025 Citizens Financial Group Inc. RI24,034$438K0.0%N/A0.002%
8/8/2025 Intech Investment Management LLC139,348$2.54M0.0%-22.9%0.013%
8/8/2025 Thoroughbred Financial Services LLC12,857$234K0.0%N/A0.001%
8/8/2025 Creative Planning169,059$3.08M0.0%+34.3%0.015%
8/8/2025 SG Americas Securities LLC92,416$1.68M0.0%-40.9%0.008%
8/8/2025 Foundations Investment Advisors LLC26,924$490K0.0%+24.1%0.002%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.66,058$1.24M0.0%-31.9%0.006%
8/8/2025 Good Life Advisors LLC12,906$235K0.0%-11.1%0.001%
8/8/2025 Police & Firemen s Retirement System of New Jersey404,661$7.37M0.1%+4.9%0.037%
8/8/2025 Geode Capital Management LLC19,069,647$347.32M0.0%+0.1%1.725%
8/8/2025 PNC Financial Services Group Inc.84,880$1.55M0.0%+203.2%0.008%
8/8/2025 KBC Group NV28,610$521K0.0%-36.0%0.003%
8/8/2025 SBI Securities Co. Ltd.888,989$16.19M0.5%+90.7%0.080%
8/7/2025 Verus Capital Partners LLC19,383$353K0.0%+6.6%0.002%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/7/2025 Fagan Associates Inc.19,485$355K0.1%N/A0.002%
8/7/2025 Nwam LLC63,179$1.15M0.1%+7.7%0.006%
8/7/2025 Vise Technologies Inc.39,031$711K0.0%N/A0.004%
8/7/2025 Grange Capital LLC59,068$1.08M1.1%-29.7%0.005%
8/7/2025 Allworth Financial LP24,033$438K0.0%-26.7%0.002%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.136,520$2.49M0.0%-91.5%0.012%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.4,879,959$88.86M0.1%+12.5%0.441%
8/6/2025 Prospera Financial Services Inc90,172$1.64M0.0%+16.6%0.008%
8/6/2025 AE Wealth Management LLC18,620$339K0.0%+2.8%0.002%
8/6/2025 Fox Run Management L.L.C.62,880$1.15M0.2%+54.5%0.006%
8/6/2025 Legacy Investment Solutions LLC3,324$61K0.0%N/A0.000%
8/6/2025 Penserra Capital Management LLC24,109$439K0.0%N/A0.002%
8/6/2025 Vestmark Advisory Solutions Inc.11,492$209K0.0%N/A0.001%
8/6/2025 Soltis Investment Advisors LLC28,436$518K0.0%+1.8%0.003%
8/6/2025 Atlantic Union Bankshares Corp3,441$63K0.0%N/A0.000%
8/6/2025 Axim Planning & Wealth15,650$285K0.3%+6.8%0.001%
8/6/2025 Moors & Cabot Inc.690,014$12.57M0.6%-2.6%0.062%
8/5/2025 Ring Mountain Capital LLC22,499$410K0.2%+81.5%0.002%
8/5/2025 Huntington National Bank4,945$90K0.0%-31.3%0.000%
8/5/2025 Bank of New York Mellon Corp2,959,986$53.90M0.0%-9.2%0.268%
8/5/2025 Freestone Capital Holdings LLC33,866$617K0.0%+13.0%0.003%
8/5/2025 Machina Capital S.A.S.12,842$234K0.0%N/A0.001%
8/5/2025 Burney Co.147,136$2.68M0.1%+0.4%0.013%
8/5/2025 W.G. Shaheen & Associates DBA Whitney & Co15,110$275K0.0%N/A0.001%
8/5/2025 Sigma Planning Corp60,653$1.10M0.0%+34.7%0.005%
8/5/2025 Accuvest Global Advisors20,665$376K0.2%-14.4%0.002%
8/5/2025 Regal Partners Ltd34,513$628K0.1%N/A0.003%
8/4/2025 AlphaStar Capital Management LLC77,086$1.40M0.1%-75.6%0.007%
8/4/2025 Integrity Alliance LLC.27,782$506K0.0%+72.5%0.003%
8/4/2025 Creekmur Asset Management LLC77,815$1.42M0.3%+152.3%0.007%
8/4/2025 Kovack Advisors Inc.86,121$1.57M0.2%+11.8%0.008%
8/4/2025 Pinnacle Associates Ltd.54,693$996K0.0%-1.1%0.005%
8/4/2025 KLCM Advisors Inc.12,200$222K0.0%+10.9%0.001%
8/4/2025 Strs Ohio85,570$1.56M0.0%+1.1%0.008%
8/4/2025 Amalgamated Bank58,443$1.06M0.0%-1.1%0.005%
8/4/2025 Spire Wealth Management70,194$1.28M0.0%-15.8%0.006%
8/4/2025 Arkadios Wealth Advisors64,523$1.18M0.0%+1.8%0.006%
8/4/2025 World Investment Advisors23,220$423K0.0%-2.5%0.002%
8/4/2025 Mayflower Financial Advisors LLC30,415$554K0.1%+11.3%0.003%
8/1/2025 Mizuho Markets Cayman LP2,500,000$45.53M3.3%N/A0.226%
8/1/2025 Mizuho Markets Americas LLC976,644$17.79M0.5%-69.4%0.088%
8/1/2025 First National Trust Co28,200$514K0.0%N/A0.003%
8/1/2025 Motley Fool Asset Management LLC17,667$322K0.0%-3.1%0.002%
8/1/2025 IQ EQ FUND MANAGEMENT IRELAND Ltd46,131$840K0.1%N/A0.004%
8/1/2025 Teacher Retirement System of Texas260,873$4.75M0.0%+5.3%0.024%
8/1/2025 Y Intercept Hong Kong Ltd1,160,036$21.12M0.5%N/A0.105%
8/1/2025 Envestnet Asset Management Inc.74,223$1.35M0.0%+6.5%0.007%
7/31/2025 Wealthfront Advisers LLC140,331$2.56M0.0%-7.6%0.013%
7/31/2025 Brighton Jones LLC716,699$13.05M0.4%-0.2%0.065%
7/31/2025 B & T Capital Management DBA Alpha Capital Management339,891$6.19M1.1%-17.7%0.031%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
7/31/2025 Focus Partners Advisor Solutions LLC18,676$339K0.0%-22.9%0.002%
7/31/2025 Ranch Capital Advisors Inc.25,171$458K0.2%N/A0.002%
7/31/2025 AlphaQuest LLC40,859$744K0.1%N/A0.004%
7/31/2025 Sumitomo Mitsui Trust Group Inc.3,399,960$61.91M0.0%+29.4%0.308%
7/31/2025 Caitong International Asset Management Co. Ltd95,745$1.74M1.2%+531,816.7%0.009%
7/31/2025 Asset Management One Co. Ltd.7,474$136K0.0%-7.9%0.001%
7/31/2025 R Squared Ltd29,484$537K0.3%N/A0.003%
7/31/2025 Avion Wealth12,157$220K0.1%+20.1%0.001%
7/30/2025 Bleakley Financial Group LLC16,709$304K0.0%N/A0.002%
7/30/2025 Forum Financial Management LP43,769$797K0.0%+5.7%0.004%
(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, 671 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), Two Sigma Advisers LP ($299.98M), State Street Corp ($141.97M), Charles Schwab Investment Management Inc. ($120.70M), Dimensional Fund Advisors LP ($105.34M), and Norges Bank ($103.68M).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 609 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: Vanguard Group Inc. ($19.84M), Two Sigma Advisers LP ($19.48M), Norges Bank ($13.90M), Dimensional Fund Advisors LP ($13.36M), Sumitomo Mitsui Trust Holdings Inc. ($10.87M), 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 112,868,332 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

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

Of the 252 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 89,614,439 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.


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This page (NASDAQ:SOFI) was last updated on 8/13/2025 by MarketBeat.com Staff
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