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SoFi Technologies (SOFI) Institutional Ownership

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$28.14 +1.78 (+6.75%)
Closing price 10/7/2025 04:00 PM Eastern
Extended Trading
$28.03 -0.11 (-0.38%)
As of 10/7/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
501
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
267
Total
Institutional Outflows
(last 12 months)
$1.30B
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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
10/7/2025Thrive Wealth Management LLC18,957$501K0.1%N/A0.002%
10/6/2025Grove Bank & Trust2,004$53K0.0%+151.4%0.000%
10/6/2025Clarus Wealth Advisors52,544$1.33M0.6%-37.2%0.004%
10/6/2025Venture Visionary Partners LLC10,476$277K0.0%N/A0.001%
10/2/2025 GAMMA Investing LLC9,564$253K0.0%+11.8%0.001%
10/1/2025 Praxis Investment Management Inc.30,382$803K0.0%+14.4%0.003%
9/26/2025Corient Private Wealth LLC125,291$2.26M0.0%+21.4%0.010%
9/12/2025Valeo Financial Advisors LLC33,380$608K0.0%-5.0%0.003%
9/9/2025NWF Advisory Services Inc.16,864$307K0.0%-6.8%0.001%
9/4/2025Reynders McVeigh Capital Management LLC403,405$7.35M0.4%+20.2%0.034%
8/29/2025Centaurus Financial Inc.18,522$337K0.0%+66.0%0.002%
8/27/2025Orion Porfolio Solutions LLC25,430$463K0.0%-34.8%0.002%
8/26/2025Thrivent Financial for Lutherans28,802$524K0.0%N/A0.002%
8/21/2025Pathway Financial Advisers LLC47,319$862K0.3%+1.1%0.004%
8/19/2025B. Riley Wealth Advisors Inc.16,631$303K0.0%N/A0.001%
8/19/2025Newbridge Financial Services Group Inc.17,476$318K0.1%-20.8%0.001%
8/19/2025Marex Group plc613,903$11.18M0.1%N/A0.051%
8/19/2025Advisory Services Network LLC33,850$616K0.0%-36.5%0.003%
8/19/2025State of Wyoming14,139$257K0.0%+6.3%0.001%
8/18/2025N.E.W. Advisory Services LLC4,853$88K0.0%-32.4%0.000%
8/18/2025Geneos Wealth Management Inc.9,136$166K0.0%-20.0%0.001%
8/18/2025Caxton Associates LLP13,676$249K0.0%+22.9%0.001%
8/16/2025Nikko Asset Management Americas Inc.3,399,960$61.88M0.6%+29.4%0.308%
8/16/2025FORA Capital LLC19,161$349K0.0%-98.0%0.002%
8/16/2025Headlands Technologies LLC97,356$1.77M0.2%+3,990.6%0.009%
8/15/2025CANADA LIFE ASSURANCE Co366,347$6.68M0.0%+47.4%0.033%
8/15/2025Tower Research Capital LLC TRC 51,275$934K0.0%+317.4%0.005%
8/15/2025Firsthand Capital Management Inc.50,000$910K1.6%N/A0.005%
8/15/2025Rakuten Securities Inc.365,247$6.65M2.6%+146.0%0.033%
8/15/2025Corient Private Wealth LLC288,793$5.26M0.0%+179.8%0.026%
8/15/2025Captrust Financial Advisors41,230$751K0.0%+13.4%0.004%
8/15/2025Vident Advisory LLC21,843$398K0.0%-13.3%0.002%
8/15/2025Visionary Wealth Advisors12,469$227K0.0%+14.9%0.001%
8/15/2025Two Sigma Securities LLC51,864$944K0.1%+44.6%0.005%
8/15/2025Tidal Investments LLC91,135$1.66M0.0%+20.9%0.008%
8/15/2025Smartleaf Asset Management LLC1,819$31K0.0%-20.4%0.000%
8/15/2025Riggs Asset Managment Co. Inc.105,350$1.92M0.5%+4.3%0.010%
8/15/2025Orion Porfolio Solutions LLC25,430$463K0.0%-34.8%0.002%
8/15/2025MML Investors Services LLC310,612$5.66M0.0%+15.5%0.028%
8/15/2025Lazard Asset Management LLC35,909$652K0.0%-43.4%0.003%
8/15/2025LM Advisors LLC134,600$2.45M0.3%-3.6%0.012%
8/15/2025Great Valley Advisor Group Inc.10,341$188K0.0%-32.6%0.001%
8/15/2025Elevatus Welath Management492,598$8.97M3.0%N/A0.045%
8/15/2025Eventide Asset Management LLC15,633$270K0.0%N/A0.001%
8/15/2025Engineers Gate Manager LP257,112$4.68M0.1%-64.7%0.023%
8/15/2025Benjamin Edwards Inc.13,941$254K0.0%N/A0.001%
8/15/2025BI Asset Management Fondsmaeglerselskab A S447,551$8.15M0.1%+7,224.9%0.040%
8/15/2025Boothbay Fund Management LLC17,159$312K0.0%-42.7%0.002%
8/15/2025Brevan Howard Capital Management LP193,766$3.53M0.0%-59.8%0.018%
8/15/2025Ameriprise Financial Inc.2,070,434$37.71M0.0%+178.4%0.187%
8/15/2025AQR Capital Management LLC671,504$12.23M0.0%+10.2%0.061%
8/14/2025CTC Alternative Strategies Ltd.20,511$374K0.3%N/A0.002%
8/14/2025PDT Partners LLC136,102$2.48M0.1%-45.3%0.012%
8/14/2025Ausdal Financial Partners Inc.15,394$280K0.0%+12.9%0.001%
8/14/2025Worldquant Millennium Advisors LLC348,641$6.35M0.0%N/A0.032%
8/14/2025Canada Pension Plan Investment Board421,000$7.67M0.0%+33.2%0.038%
8/14/2025Keystone Financial Services LLC52,332$953K0.7%+4.9%0.005%
8/14/2025Occudo Quantitative Strategies LP132,926$2.42M0.3%+63.3%0.012%
8/14/2025Quantinno Capital Management LP178,569$3.25M0.0%+37.3%0.016%
8/14/2025AllSquare Wealth Management LLC3,800$69K0.0%+533.3%0.000%
8/14/2025Diversify Advisory Services LLC941,215$17.14M0.7%-10.1%0.085%
8/14/2025Alliancebernstein L.P.1,054,537$19.20M0.0%-38.5%0.095%
8/14/2025HUB Investment Partners LLC80,585$1.47M0.0%+160.7%0.007%
8/14/2025Treasurer of the State of North Carolina496,686$9.05M0.0%+1.6%0.045%
8/14/2025Rokos Capital Management LLP2,120,333$38.60M0.2%N/A0.192%
8/14/2025Sei Investments Co.745,101$13.57M0.0%+422.9%0.067%
8/14/2025NewEdge Advisors LLC286,287$5.21M0.0%+46.5%0.026%
8/14/2025Azora Capital LP2,363,547$43.04M1.9%+4.9%0.214%
8/14/2025Aldebaran Financial Inc.25,225$459K0.5%-20.2%0.002%
8/14/2025State Street Corp18,592,445$338.57M0.0%-0.7%1.682%
8/14/2025WINTON GROUP Ltd15,460$282K0.0%N/A0.001%
8/14/2025Hood River Capital Management LLC682,130$12.42M0.2%N/A0.062%
8/14/2025California Public Employees Retirement System1,875,222$34.15M0.0%+9.4%0.170%
8/14/2025Cerity Partners LLC455,285$8.29M0.0%-23.9%0.041%
8/14/2025Federated Hermes Inc.11,751$214K0.0%N/A0.001%
8/13/2025Jump Financial LLC2,268,103$41.30M0.5%+1,058.8%0.205%
8/13/2025Bosun Asset Management LLC108,961$1.98M0.6%+6.1%0.010%
8/13/2025Sassicaia Capital Advisers LLC21,964$400K0.3%N/A0.002%
8/13/2025StoneX Group Inc.12,538$223K0.0%N/A0.001%
8/13/2025SageView Advisory Group LLC13,376$244K0.0%+16.5%0.001%
8/13/2025Brown Advisory Inc.12,927$235K0.0%-47.8%0.001%
8/13/2025Marshall Wace LLP7,997,146$145.63M0.2%+88.2%0.723%
8/13/2025Baird Financial Group Inc.84,454$1.54M0.0%+7.3%0.008%
8/13/2025First Trust Advisors LP3,948,998$71.91M0.1%+20.6%0.357%
8/13/2025EverSource Wealth Advisors LLC3,436$63K0.0%-19.2%0.000%
8/13/2025Invesco Ltd.1,510,159$27.50M0.0%+65.7%0.137%
8/13/2025Beacon Pointe Advisors LLC107,826$1.96M0.0%-18.1%0.010%
8/13/2025Arrowstreet Capital Limited Partnership254,425$4.63M0.0%N/A0.023%
8/13/2025Quantbot Technologies LP1,411,233$25.70M0.7%N/A0.128%
8/13/2025M&T Bank Corp57,056$1.04M0.0%-1.9%0.005%
8/13/2025OMERS ADMINISTRATION Corp49,000$892K0.0%N/A0.004%
8/13/2025Edgestream Partners L.P.124,073$2.26M0.1%-68.9%0.011%
8/13/2025Shelton Capital Management64,000$1.17M0.0%N/A0.006%
8/13/2025Lido Advisors LLC11,125$203K0.0%N/A0.001%
8/13/2025Skandinaviska Enskilda Banken AB publ 6,570$120K0.0%+276.9%0.001%
8/13/2025Norges Bank9,009,753$164.07M0.0%N/A0.815%
8/13/2025Patient Capital Management LLC3,157,431$57.50M2.6%-10.7%0.286%
8/13/2025Quadrature Capital Ltd6,328,992$115.19M2.0%N/A0.573%
8/13/2025Virtue Capital Management LLC67,944$1.24M0.2%-12.9%0.006%
8/13/2025Level Four Advisory Services LLC33,050$602K0.0%-2.4%0.003%
(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, 695 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 633 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 142,177,035 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 267 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 92,838,275 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


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This page (NASDAQ:SOFI) was last updated on 10/8/2025 by MarketBeat.com Staff
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