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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$17.87 -0.68 (-3.67%)
Closing price 07/15/2026 04:00 PM Eastern
Extended Trading
$17.96 +0.09 (+0.50%)
As of 05:38 AM 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)
698
Total
Institutional Inflows
(last 12 months)
$3.62B
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$1.87B
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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
7/10/2026 Annex Advisory Services LLC109,462$1.96M0.0%N/A0.009%
7/10/2026 Fiduciary Financial Group LLC17,589$315K0.0%N/A0.001%
7/10/2026 Handelsbanken Fonder AB401,900$7.21M0.0%+6.5%0.031%
7/10/2026 Wealthcare Advisory Partners LLC27,011$484K0.0%+17.4%0.002%
7/9/2026 Valeo Financial Advisors LLC36,716$658K0.0%+6.5%0.003%
7/8/2026 MFG Wealth Management Inc.191,016$3.43M2.4%+6.7%0.015%
7/8/2026 Teamwork Financial Advisors LLC249,482$4.47M0.4%+17.2%0.019%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab105,760$1.90M0.0%+5.6%0.008%
7/8/2026 Assenagon Asset Management S.A.21,834$391K0.0%N/A0.002%
7/8/2026 Westmount Partners LLC17,574$315K0.1%-5.4%0.001%
7/8/2026 Thrive Wealth Management LLC19,347$347K0.0%-9.2%0.002%
7/7/2026 Fermata Advisors LLC15,429$277K0.1%+4.9%0.001%
7/7/2026 GAMMA Investing LLC14,202$255K0.0%+30.0%0.001%
7/7/2026 Avior Wealth Management LLC11,090$199K0.0%-30.6%0.001%
7/7/2026 CoreCap Advisors LLC10,361$186K0.0%-89.5%0.001%
7/7/2026 TTRF Capital Ltd428,091$7.68M5.1%N/A0.033%
7/7/2026 Anderson Hoagland & Co.370,133$6.64M0.5%+10.4%0.029%
7/2/2026 CX Institutional2,477$44K0.0%+36.2%0.000%
6/18/2026Southern Financial Group LLC19,345$307K0.1%+8.4%0.002%
6/16/2026Empowered Funds LLC65,704$1.04M0.0%-34.8%0.005%
6/8/2026Pine Valley Investments Ltd Liability Co23,605$375K0.0%+84.8%0.002%
6/3/2026NewEdge Advisors LLC402,635$6.39M0.0%+24.7%0.031%
6/1/2026Concorde Asset Management LLC16,699$265K0.1%-42.1%0.001%
5/28/2026Cozad Asset Management Inc.21,057$334K0.0%N/A0.002%
5/21/2026Vestor Capital LLC6,532$104K0.0%+549.3%0.001%
5/21/2026BankChampaign National Association15,986$254K0.3%N/A0.001%
5/20/2026Liontrust Investment Partners LLP186,655$2.96M0.0%-56.4%0.015%
5/20/2026Norris Financial Group LLC52,143$828K0.3%N/A0.004%
5/19/2026Western Wealth Management LLC6,947$110K0.0%N/A0.001%
5/19/2026Bank of America Corp DE10,842,348$172.18M0.0%-19.1%0.845%
5/19/2026Edgestream Partners L.P.36,655$582K0.0%-84.6%0.003%
5/19/2026Janus Henderson Group PLC89,200$1.42M0.0%-69.2%0.007%
5/19/2026Centaurus Financial Inc.72,374$1.15M0.1%+549.3%0.006%
5/19/2026Arkadios Wealth Advisors73,370$1.17M0.0%+16.9%0.006%
5/19/2026Claris Financial LLC22,074$340K0.2%+168.8%0.002%
5/18/2026Amundi1,713,191$27.21M0.0%-7.9%0.134%
5/18/2026EverSource Wealth Advisors LLC4,387$70K0.0%+29.4%0.000%
5/18/2026California State Teachers Retirement System1,831,905$29.09M0.0%+2.8%0.143%
5/18/2026Empowered Funds LLC65,704$1.04M0.0%-34.8%0.005%
5/16/2026The Manufacturers Life Insurance Company 71,845$1.14M0.0%+8.0%0.006%
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5/16/2026Quantinno Capital Management LP459,791$7.30M0.0%+27.1%0.036%
5/15/2026Weiss Asset Management LP43,027$683K0.0%+60.4%0.003%
5/15/2026OMERS ADMINISTRATION Corp13,285$211K0.0%-76.6%0.001%
5/15/2026Lombard Odier Asset Management Switzerland SA32,100$510K0.0%+10.3%0.003%
5/15/2026Entropy Technologies LP910,600$14.46M0.7%N/A0.071%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,704,000$27.06M0.0%N/A0.134%
5/14/2026Dai ichi Life Insurance Company Ltd43,644$693K0.0%-24.9%0.003%
5/14/2026Renaissance Technologies LLC2,317,400$36.80M0.1%N/A0.182%
5/14/2026Public Employees Retirement System of Ohio353,250$5.61M0.0%-3.2%0.028%
5/14/2026Compound Planning Inc.38,597$613K0.0%+18.8%0.003%
5/14/2026Caxton Associates LLP15,900$252K0.0%-18.6%0.001%
5/14/2026Bank of Nova Scotia61,109$970K0.0%-6.6%0.005%
5/14/2026Sei Investments Co.377,140$5.99M0.0%-56.5%0.030%
5/14/2026Lido Advisors LLC130,992$2.08M0.0%+20.2%0.010%
5/13/2026Cetera Investment Advisers710,496$11.28M0.0%+6.2%0.056%
5/13/2026Signature Equity Partners LLC2,377$38K0.0%-71.7%0.000%
5/13/2026First Trust Advisors LP1,153,516$18.32M0.0%-55.3%0.090%
5/12/2026Millennium Capital Advisors LLC12,550$199K0.1%+13.6%0.001%
5/12/2026ABN Amro Investment Solutions61,679$979K0.0%+19.4%0.005%
5/8/2026PNC Financial Services Group Inc.53,793$854K0.0%-30.6%0.004%
5/8/2026Andra AP fonden246,940$3.92M0.0%+1,213.5%0.019%
5/8/2026Amova Asset Management Americas Inc.3,136,479$49.84M0.7%-4.9%0.246%
5/7/2026Legacy Wealth Managment LLC ID3,002$48K0.0%-18.9%0.000%
5/7/2026Florida Financial Advisors LLC35,435$563K0.1%+24.9%0.003%
5/7/2026Hollencrest Capital Management4,616$73K0.0%N/A0.000%
5/7/2026Meeder Advisory Services Inc.32,923$523K0.0%+28.6%0.003%
5/7/2026Dimensional Fund Advisors LP9,106,532$144.54M0.0%+4.1%0.714%
5/7/2026KBC Group NV499,479$7.93M0.0%-34.0%0.039%
5/7/2026SEB Asset Management AB246,095$3.91M0.0%N/A0.019%
5/7/2026Swiss National Bank3,708,500$58.89M0.0%+13.0%0.291%
5/7/2026Mediolanum International Funds Ltd114,405$1.73M0.0%-70.6%0.009%
5/7/2026Spartan Wealth Advisory Services LLC21,935$348K0.0%N/A0.002%
5/6/2026California Public Employees Retirement System1,759,455$27.94M0.0%-24.3%0.138%
5/6/2026Cornerstone Planning Group LLC2,099$34K0.0%+232.1%0.000%
5/6/2026Assetmark Inc.4,785$76K0.0%+134.1%0.000%
5/6/2026Allspring Global Investments Holdings LLC11,228$175K0.0%-6.7%0.001%
5/6/2026Independent Financial Group LLC86,618$1.38M0.0%N/A0.007%
5/5/2026Wealthfront Advisers LLC184,228$2.93M0.0%+10.6%0.014%
5/5/2026D.A. Davidson & CO.267,848$4.25M0.0%+22.2%0.021%
5/5/2026Midwest Professional Planners LTD.67,665$1.08M0.3%-13.4%0.005%
5/5/2026Bank of New York Mellon Corp4,028,412$63.97M0.0%-3.4%0.316%
5/5/2026Illinois Municipal Retirement Fund189,849$3.02M0.0%+24.7%0.015%
5/5/2026Geneos Wealth Management Inc.6,994$111K0.0%+31.3%0.001%
5/5/2026Harel Insurance Investments & Financial Services Ltd.7,266$114K0.0%N/A0.001%
5/5/2026NFSG Corp15,075$239K0.0%-7.9%0.001%
5/5/2026Sanctuary Advisors LLC239,487$3.80M0.0%-16.1%0.019%
5/5/2026Sigma Planning Corp64,281$1.02M0.0%+13.2%0.005%
5/5/2026Nwam LLC61,456$976K0.1%+1.2%0.005%
5/4/2026Calamos Advisors LLC21,339$339K0.0%N/A0.002%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,095$176K0.0%+23.7%0.001%
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5/4/2026Bleakley Financial Group LLC18,413$292K0.0%-10.8%0.001%
5/4/2026Archer Investment Corp3,191$51K0.0%+27.6%0.000%
5/4/2026Principal Financial Group Inc.35,371$562K0.0%+10.6%0.003%
5/4/2026Chicago Partners Investment Group LLC10,757$171K0.0%N/A0.001%
5/4/2026 Procyon Advisors LLC13,387$213K0.0%-6.9%0.001%
5/2/2026LGT Fund Management Co Ltd.173,200$2.75M0.1%N/A0.014%
5/2/2026Global Assets Advisory LLC7,425$118K0.0%N/A0.001%
5/2/2026International Assets Investment Management LLC13,760$215K0.0%+24.4%0.001%
5/2/2026Diversify Wealth Management LLC1,043,372$16.20M0.3%+5,982.7%0.082%
5/1/2026Fifth Third Bancorp12,422$197K0.0%+297.4%0.001%


SOFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 959 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 890 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 156,448,798 shares in the last 24 months. This purchase volume represents approximately $3.62B in transactions.

Of the 323 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 Bank of America Corp DE ($2.56M).

Institutional investors have sold a total of 77,008,926 shares in the last 24 months. This volume of shares sold represents approximately $1.87B in transactions.


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This page (NASDAQ:SOFI) was last updated on 7/16/2026 by MarketBeat.com Staff.
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