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SoFi Technologies (SOFI) Institutional Ownership

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$13.27 -0.46 (-3.35%)
As of 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
38.43%
Number of
Institutional Buyers
(last 12 months)
449
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$1.14B
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SOFI Institutional Buying and Selling by Quarter

SoFi Technologies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025SageView Advisory Group LLC11,486$134K0.0%-10.9%0.001%
5/19/2025 Bayforest Capital Ltd42,130$490K0.2%N/A0.004%
5/19/2025Game Plan Financial Advisors LLC7,450$87K0.0%-9.1%0.001%
5/19/2025 SCS Capital Management LLC16,601$193K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,725,268$31.70M0.0%+8.2%0.247%
5/16/2025 Empowered Funds LLC33,126$385K0.0%+5.2%0.003%
5/16/2025 Caxton Associates LLP11,132$129K0.0%N/A0.001%
5/16/2025 Coordinated Financial Services Inc. CO25,700$299K0.2%N/A0.002%
5/16/2025 NewEdge Advisors LLC195,360$2.27M0.0%+19.1%0.018%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.818,819$9.52M0.0%-2.5%0.074%
5/16/2025 Integrated Wealth Concepts LLC98,177$1.14M0.0%+13.5%0.009%
5/16/2025 Edmond DE Rothschild Holding S.A.3,370$39K0.0%N/A0.000%
5/16/2025 Concorde Asset Management LLC21,230$242K0.1%-8.1%0.002%
5/16/2025 Alliancebernstein L.P.1,713,527$19.93M0.0%+33.2%0.155%
5/16/2025 Bosun Asset Management LLC102,725$1.20M0.5%-8.2%0.009%
5/16/2025 Belmont Capital LLC140,000$1.63M0.3%-42.2%0.013%
5/16/2025 AQR Capital Management LLC609,266$6.90M0.0%-4.1%0.055%
5/16/2025 Amundi4,812$51K0.0%-99.8%0.000%
5/15/2025 Federation des caisses Desjardins du Quebec319,187$3.71M0.0%+10.0%0.029%
5/15/2025 EP Wealth Advisors LLC192,811$2.24M0.0%-32.7%0.017%
5/15/2025 PDT Partners LLC248,690$2.89M0.2%-14.4%0.023%
5/15/2025 Focus Partners Advisor Solutions LLC24,225$282K0.0%+17.8%0.002%
5/15/2025 Quarry LP14,626$170K0.0%+372.4%0.001%
5/15/2025 Calton & Associates Inc.22,601$263K0.1%+26.6%0.002%
5/15/2025 Baird Financial Group Inc.78,685$915K0.0%-2.7%0.007%
5/15/2025 Azora Capital LP2,252,335$26.20M1.8%-49.0%0.205%
5/15/2025 Vident Advisory LLC25,191$293K0.0%+95.9%0.002%
5/15/2025 Canada Pension Plan Investment Board316,100$3.68M0.0%N/A0.029%
5/15/2025 Vermillion & White Wealth Management Group LLC7,000$81K0.1%+16.7%0.001%
5/15/2025 State of Wyoming13,303$155K0.0%N/A0.001%
5/15/2025 Trexquant Investment LP1,026,493$11.94M0.1%+66.1%0.094%
5/14/2025 CreativeOne Wealth LLC11,011$128K0.0%-9.6%0.001%
5/14/2025 FORA Capital LLC937,942$10.91M1.1%+40.6%0.086%
5/14/2025 Comerica Bank13,200$154K0.0%-39.6%0.001%
5/14/2025 Quantitative Investment Management LLC246,139$2.86M0.3%N/A0.022%
5/14/2025 Jump Financial LLC195,727$2.28M0.0%-77.2%0.018%
5/14/2025 SVB Wealth LLC2,447$28K0.0%N/A0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.137,510$1.60M0.0%-27.7%0.013%
5/14/2025 Kestra Advisory Services LLC150,543$1.75M0.0%-3.8%0.014%
5/14/2025 Compound Planning Inc.25,664$298K0.0%+20.9%0.002%
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5/14/2025 Hobbs Group Advisors LLC15,339$178K0.1%-68.7%0.001%
5/14/2025 Estate Counselors LLC286,025$3.33M0.3%N/A0.026%
5/14/2025 Tradition Wealth Management LLC73,011$849K0.1%+15.8%0.007%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.96,972$1.12M0.0%N/A0.009%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S6,110$71K0.0%N/A0.001%
5/14/2025 Hsbc Holdings PLC17,105$197K0.0%+31.5%0.002%
5/13/2025 Northern Trust Corp5,987,994$69.64M0.0%-1.1%0.546%
5/13/2025 Brooklyn Investment Group7,237$84K0.0%+100.6%0.001%
5/13/2025 Versor Investments LP21,900$255K0.0%N/A0.002%
5/13/2025 Freestone Capital Holdings LLC29,961$348K0.0%-35.9%0.003%
5/13/2025 CacheTech Inc.17,333$201K0.0%N/A0.002%
5/13/2025 Algert Global LLC321,447$3.74M0.1%+3.6%0.029%
5/13/2025 Raymond James Financial Inc.619,902$7.21M0.0%-34.1%0.057%
5/13/2025 Adams Wealth Management17,333$201K0.0%N/A0.002%
5/13/2025 Cresset Asset Management LLC429,289$4.99M0.0%-2.1%0.039%
5/13/2025 State of New Jersey Common Pension Fund D356,808$4.15M0.0%-7.2%0.033%
5/13/2025 Nations Financial Group Inc. IA ADV123,502$1.44M0.1%-58.3%0.011%
5/13/2025 American Century Companies Inc.296,556$3.45M0.0%+2.5%0.027%
5/13/2025 Dimensional Fund Advisors LP9,056,263$105.34M0.0%-36.7%0.826%
5/13/2025 Fox Run Management L.L.C.40,707$473K0.1%N/A0.004%
5/13/2025 Trivium Point Advisory LLC11,653$136K0.0%+12.1%0.001%
5/13/2025 Kovitz Investment Group Partners LLC46,049$536K0.0%+71.7%0.004%
5/13/2025 Cookson Peirce & Co. Inc.74,829$870K0.0%+89.9%0.007%
5/13/2025 NFP Retirement Inc.572,437$6.66M0.5%-0.6%0.052%
5/13/2025 Russell Investments Group Ltd.92,343$1.07M0.0%+75.7%0.008%
5/13/2025 Rathbones Group PLC15,167$176K0.0%N/A0.001%
5/12/2025 Motley Fool Asset Management LLC18,235$212K0.0%N/A0.002%
5/12/2025 Independent Advisor Alliance26,800$312K0.0%+55.9%0.002%
5/12/2025 Nuveen LLC4,094,223$47.62M0.0%N/A0.373%
5/12/2025 Aigen Investment Management LP67,873$789K0.1%+275.5%0.006%
5/12/2025 Virtu Financial LLC92,312$1.07M0.1%+3.2%0.008%
5/12/2025 Entropy Technologies LP473,935$5.51M0.5%+42.1%0.043%
5/12/2025 Invesco Ltd.911,464$10.60M0.0%-35.3%0.083%
5/12/2025 Mizuho Markets Americas LLC3,187,944$37.08M0.8%+9.6%0.291%
5/12/2025 Sierra Summit Advisors LLC835,380$9.72M2.1%N/A0.076%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.1,611,700$18.74M0.1%-41.0%0.147%
5/12/2025 Townsquare Capital LLC871,680$10.14M0.1%+13.9%0.079%
5/12/2025 National Bank of Canada FI21,853$254K0.0%-26.4%0.002%
5/12/2025 Swiss National Bank1,997,300$23.23M0.0%+0.3%0.182%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.4,339,349$50.47M0.0%+58.3%0.396%
5/12/2025 Accuvest Global Advisors24,132$281K0.2%N/A0.002%
5/12/2025 Maryland State Retirement & Pension System49,415$575K0.0%-16.1%0.005%
5/9/2025 Headlands Technologies LLC2,380$28K0.0%N/A0.000%
5/9/2025 Deutsche Bank AG80,296$934K0.0%-88.8%0.007%
5/9/2025 Charles Schwab Investment Management Inc.6,472,726$75.28M0.0%+2.5%0.590%
5/9/2025 Evolution Wealth Advisors LLC18,915$220K0.0%+24.2%0.002%
5/9/2025 Tidemark LLC4,378$51K0.0%+552.5%0.000%
5/9/2025 Vanguard Group Inc.99,467,295$1.16B0.0%+1.1%9.071%
5/9/2025 Atria Wealth Solutions Inc.203,504$2.37M0.0%-32.1%0.019%
5/9/2025 Strategic Investment Solutions Inc. IL4,273$50K0.0%+754.6%0.000%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn’t pay a dividend… or does it? A little-known income strategy is helping some investors collect monthly cash linked to Tesla—without owning the stock. It’s not just Tesla. GOOGL, NVDA, and even AAPL have similar “hidden dividends” worth looking at. And the best part? You could start collecting next month.

See how Tesla’s “hidden dividend” works
5/9/2025 Probity Advisors Inc.22,091$257K0.0%-3.6%0.002%
5/9/2025 Earned Wealth Advisors LLC34,047$396K0.1%N/A0.003%
5/9/2025Allianz SE12,670$147K0.0%N/A0.001%
5/9/2025 BIT Capital GmbH13,551$158K0.0%N/A0.001%
5/9/2025 Blair William & Co. IL61,726$718K0.0%+144.7%0.006%
5/9/2025 Pathway Financial Advisers LLC46,782$544K0.2%-3.5%0.004%
5/9/2025 PNC Financial Services Group Inc.27,993$326K0.0%+16.6%0.003%
5/8/2025 Moors & Cabot Inc.708,679$8.24M0.4%+5.4%0.065%
5/8/2025Jefferies Financial Group Inc.31,040$361K0.0%-58.9%0.003%
5/8/2025 US Bancorp DE42,386$493K0.0%+35.2%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, 665 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($1.16B), Two Sigma Advisers LP ($299.98M), Geode Capital Management LLC ($276.29M), State Street Corp ($141.97M), Dimensional Fund Advisors LP ($105.34M), Norges Bank ($103.68M), and Renaissance Technologies LLC ($102.30M).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 591 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. ($19.02M), 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 202,495,971 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

Which SoFi Technologies major shareholders have been selling company stock?

Of the 295 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 ($14.20M), 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 Amundi ($2.70M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 96,523,536 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.



This page (NASDAQ:SOFI) was last updated on 5/20/2025 by MarketBeat.com Staff
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