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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$15.61 -0.41 (-2.56%)
Closing price 05/15/2026 04:00 PM Eastern
Extended Trading
$15.53 -0.08 (-0.51%)
As of 05/15/2026 07:59 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 Massive. 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)
697
Total
Institutional Inflows
(last 12 months)
$3.62B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$1.81B
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Skip Chart & View Institutional Buying and Selling Data

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
5/16/2026 The Manufacturers Life Insurance Company 71,845$1.14M0.0%+8.0%0.006%
5/16/2026 Quantinno Capital Management LP459,791$7.30M0.0%+27.1%0.036%
5/15/2026 Weiss Asset Management LP43,027$683K0.0%+60.4%0.003%
5/15/2026 OMERS ADMINISTRATION Corp13,285$211K0.0%-76.6%0.001%
5/15/2026 Lombard Odier Asset Management Switzerland SA32,100$510K0.0%+10.3%0.003%
5/15/2026 Entropy Technologies LP910,600$14.46M0.7%N/A0.071%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund1,704,000$27.06M0.0%N/A0.134%
5/14/2026 Dai ichi Life Insurance Company Ltd43,644$693K0.0%-24.9%0.003%
5/14/2026 Renaissance Technologies LLC2,317,400$36.80M0.1%N/A0.182%
5/14/2026 Public Employees Retirement System of Ohio353,250$5.61M0.0%-3.2%0.028%
5/14/2026 Compound Planning Inc.38,597$613K0.0%+18.8%0.003%
5/14/2026 Caxton Associates LLP15,900$252K0.0%-18.6%0.001%
5/14/2026 Bank of Nova Scotia61,109$970K0.0%-6.6%0.005%
5/14/2026 Sei Investments Co.377,140$5.99M0.0%-56.5%0.030%
5/14/2026 Lido Advisors LLC130,992$2.08M0.0%+20.2%0.010%
5/13/2026 Cetera Investment Advisers710,496$11.28M0.0%+6.2%0.056%
5/13/2026 Signature Equity Partners LLC2,377$38K0.0%-71.7%0.000%
5/13/2026 First Trust Advisors LP1,153,516$18.32M0.0%-55.3%0.090%
5/12/2026 Millennium Capital Advisors LLC12,550$199K0.1%+13.6%0.001%
5/12/2026 ABN Amro Investment Solutions61,679$979K0.0%+19.4%0.005%
5/8/2026 PNC Financial Services Group Inc.53,793$854K0.0%-30.6%0.004%
5/8/2026 Andra AP fonden246,940$3.92M0.0%+1,213.5%0.019%
5/8/2026 Amova Asset Management Americas Inc.3,136,479$49.84M0.7%-4.9%0.246%
5/7/2026 Legacy Wealth Managment LLC ID3,002$48K0.0%-18.9%0.000%
5/7/2026 Florida Financial Advisors LLC35,435$563K0.1%+24.9%0.003%
5/7/2026 Hollencrest Capital Management4,616$73K0.0%N/A0.000%
5/7/2026 Meeder Advisory Services Inc.32,923$523K0.0%+28.6%0.003%
5/7/2026 Dimensional Fund Advisors LP9,106,532$144.54M0.0%+4.1%0.714%
5/7/2026 KBC Group NV499,479$7.93M0.0%-34.0%0.039%
5/7/2026 SEB Asset Management AB246,095$3.91M0.0%N/A0.019%
5/7/2026 Swiss National Bank3,708,500$58.89M0.0%+13.0%0.291%
5/7/2026 Mediolanum International Funds Ltd114,405$1.73M0.0%-70.6%0.009%
5/7/2026 Spartan Wealth Advisory Services LLC21,935$348K0.0%N/A0.002%
5/6/2026 California Public Employees Retirement System1,759,455$27.94M0.0%-24.3%0.138%
5/6/2026 Cornerstone Planning Group LLC2,099$34K0.0%+232.1%0.000%
5/6/2026 Assetmark Inc.4,785$76K0.0%+134.1%0.000%
5/6/2026 Allspring Global Investments Holdings LLC11,228$175K0.0%-6.7%0.001%
5/6/2026 Independent Financial Group LLC86,618$1.38M0.0%N/A0.007%
5/5/2026 Wealthfront Advisers LLC184,228$2.93M0.0%+10.6%0.014%
5/5/2026 D.A. Davidson & CO.267,848$4.25M0.0%+22.2%0.021%
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5/5/2026 Midwest Professional Planners LTD.67,665$1.08M0.3%-13.4%0.005%
5/5/2026 Bank of New York Mellon Corp4,028,412$63.97M0.0%-3.4%0.316%
5/5/2026 Illinois Municipal Retirement Fund189,849$3.02M0.0%+24.7%0.015%
5/5/2026 Geneos Wealth Management Inc.6,994$111K0.0%+31.3%0.001%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.7,266$114K0.0%N/A0.001%
5/5/2026 NFSG Corp15,075$239K0.0%-7.9%0.001%
5/5/2026 Sanctuary Advisors LLC239,487$3.80M0.0%-16.1%0.019%
5/5/2026 Sigma Planning Corp64,281$1.02M0.0%+13.2%0.005%
5/5/2026 Nwam LLC61,456$976K0.1%+1.2%0.005%
5/4/2026 Calamos Advisors LLC21,339$339K0.0%N/A0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,095$176K0.0%+23.7%0.001%
5/4/2026 Bleakley Financial Group LLC18,413$292K0.0%-10.8%0.001%
5/4/2026 Archer Investment Corp3,191$51K0.0%+27.6%0.000%
5/4/2026 Principal Financial Group Inc.35,371$562K0.0%+10.6%0.003%
5/4/2026 Chicago Partners Investment Group LLC10,757$171K0.0%N/A0.001%
5/4/2026 Procyon Advisors LLC13,387$213K0.0%-6.9%0.001%
5/2/2026 LGT Fund Management Co Ltd.173,200$2.75M0.1%N/A0.014%
5/2/2026 Global Assets Advisory LLC7,425$118K0.0%N/A0.001%
5/2/2026 International Assets Investment Management LLC13,760$215K0.0%+24.4%0.001%
5/2/2026 Diversify Wealth Management LLC1,043,372$16.20M0.3%+5,982.7%0.082%
5/1/2026 Fifth Third Bancorp12,422$197K0.0%+297.4%0.001%
5/1/2026 Advisors Management Group Inc. ADV12,386$196K0.0%+7.5%0.001%
5/1/2026 Simplicity Wealth LLC78,143$1.24M0.1%-14.6%0.006%
5/1/2026 Candriam S.C.A.146,001$2.32M0.0%+6.1%0.011%
5/1/2026 Sequoia Financial Advisors LLC29,276$465K0.0%-41.5%0.002%
4/30/2026 First Horizon Corp2,018$32K0.0%-35.2%0.000%
4/30/2026 Kestra Advisory Services LLC213,367$3.39M0.0%+4.3%0.017%
4/30/2026 Sumitomo Mitsui Trust Group Inc.5,689,426$90.35M0.1%+2.8%0.446%
4/30/2026 Resona Asset Management Co. Ltd.363,963$5.74M0.0%+7.4%0.029%
4/30/2026 Taylor Frigon Capital Management LLC118,017$1.87M1.1%+35.8%0.009%
4/30/2026 Quantum Portfolio Management LLC54,976$873K0.0%+29.3%0.004%
4/29/2026 R Squared Ltd23,274$370K0.2%+33.7%0.002%
4/29/2026 Clare Market Investments LLC35,905$570K0.1%N/A0.003%
4/29/2026 Swedbank AB153,529$2.44M0.0%+54.8%0.012%
4/29/2026 Westbourne Investment Advisors Inc.279,543$4.44M1.3%+8.5%0.022%
4/28/2026 Bogart Wealth LLC11,052$176K0.0%+434.2%0.001%
4/28/2026 Ascentis Independent Advisors2,523$40K0.0%N/A0.000%
4/28/2026 GM Advisory Group LLC200,426$3.18M0.1%+395.8%0.016%
4/28/2026 Praxis Investment Management Inc.38,931$618K0.0%+14.4%0.003%
4/28/2026 QRG Capital Management Inc.145,955$2.32M0.0%-14.2%0.011%
4/27/2026 HB Wealth Management LLC14,757$234K0.0%+47.6%0.001%
4/27/2026 Portman Square Capital LLP37,753$600K0.0%N/A0.003%
4/27/2026 PFG Investments LLC55,738$885K0.0%+41.6%0.004%
4/27/2026 Baer Investment Advisory LLC34,673$551K0.1%N/A0.003%
4/27/2026 World Investment Advisors42,356$673K0.0%+15.1%0.003%
4/27/2026 F&V Capital Management LLC13,000$206K0.0%N/A0.001%
4/27/2026 USAdvisors Wealth Management LLC18,725$283K0.1%+5.0%0.001%
4/27/2026 Leonteq Securities AG73,552$1.17M0.0%+370.0%0.006%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund426,050$6.77M0.0%+59.0%0.033%
4/25/2026 Strs Ohio29,003$461K0.0%-93.1%0.002%
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4/25/2026 Keybank National Association OH22,410$356K0.0%+96.6%0.002%
4/24/2026 Root Financial Partners LLC12,353$196K0.0%-16.2%0.001%
4/24/2026 IFM Investors Pty Ltd246,093$3.91M0.0%+10.8%0.019%
4/24/2026 Acorn Financial Advisory Services Inc. ADV14,452$229K0.0%-89.0%0.001%
4/23/2026 Mayflower Financial Advisors LLC29,202$464K0.0%+2.3%0.002%
4/23/2026 Pathway Financial Advisers LLC49,525$786K0.2%+3.5%0.004%
4/23/2026 Intrua Financial LLC14,997$238K0.0%+35.4%0.001%
4/23/2026 Ameliora Wealth Management Ltd.100,000$1.59M0.5%N/A0.008%
4/23/2026 Apollon Wealth Management LLC40,755$647K0.0%+240.1%0.003%
4/22/2026 Patriot Financial Group Insurance Agency LLC66,332$1.05M0.1%+312.9%0.005%


SOFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 952 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($2.91B), State Street Corp ($679.06M), Geode Capital Management LLC ($618.40M), Morgan Stanley ($348.81M), Norges Bank ($321.52M), Two Sigma Advisers LP ($299.98M), and Voloridge Investment Management LLC ($205.71M).Learn more on SoFi Technologies' institutional investors.

38.43% of SoFi Technologies' stock is owned by institutional investors. Learn more on SOFI's institutional investor holdings.

Of the 882 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 ($28.02M), Vanguard Group Inc. ($21.56M), Two Sigma Advisers LP ($19.48M), Marshall Wace LLP ($12.59M), Dimensional Fund Advisors LP ($9.91M), Quadrature Capital Ltd ($8.37M), and State Street Corp ($7.66M).

Institutional investors have bought a total of 156,592,930 shares in the last 24 months. This purchase volume represents approximately $3.62B in transactions.

Of the 316 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: Voloridge Investment Management LLC ($8.63M), BIT Capital GmbH ($7.56M), Marshall Wace LLP ($6.59M), Quadrature Capital Ltd ($6.10M), Mizuho Markets Cayman LP ($4.98M), First Trust Advisors LP ($2.80M), and Patient Capital Management LLC ($2.34M).

Institutional investors have sold a total of 73,794,750 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


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This page (NASDAQ:SOFI) was last updated on 5/16/2026 by MarketBeat.com Staff.
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