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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$15.77 -0.07 (-0.44%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$15.76 -0.01 (-0.10%)
As of 10/2/2026 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)
668
Total
Institutional Inflows
(last 12 months)
$4.73B
Number of
Institutional Sellers
(last 12 months)
282
Total
Institutional Outflows
(last 12 months)
$1.76B
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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
9/23/2026QRG Capital Management Inc.154,404$2.77M0.0%+5.8%0.012%
9/22/2026Andra AP fonden203,999$3.66M0.0%-17.4%0.016%
9/15/2026Reynders McVeigh Capital Management LLC699,538$12.54M0.5%+2.6%0.054%
9/9/2026Tidal Investments LLC538,067$9.65M0.0%+39.0%0.042%
9/9/2026Bienville Capital Management LLC1,527,406$27.39M3.7%N/A0.118%
9/9/2026National Pension Service71,813$1.29M0.0%-96.1%0.006%
9/9/2026WINTON GROUP Ltd10,400$186K0.0%N/A0.001%
9/9/2026Concorde Asset Management LLC14,899$267K0.2%-10.8%0.001%
9/9/2026NorthRock Partners LLC29,881$536K0.0%+30.2%0.002%
9/9/2026RFG Advisory LLC224,941$4.03M0.1%+14.9%0.017%
9/9/2026NewEdge Advisors LLC555,799$9.97M0.0%+38.0%0.043%
9/9/2026IFP Advisors Inc96,742$1.74M0.0%-2.1%0.007%
9/8/2026Hudock Inc.84,074$1.51M0.2%+22.0%0.007%
9/8/2026Allworth Financial LP126,401$2.27M0.0%-3.1%0.010%
9/8/2026Arizona State Retirement System365,633$6.56M0.0%+6.5%0.028%
9/8/2026Nykredit A S312,985$5.61M0.0%N/A0.024%
8/27/2026Corient Private Wealth LP130,371$2.34M0.0%-28.3%0.010%
8/27/2026Tucker Asset Management LLC12,527$225K0.1%-20.9%0.001%
8/26/2026Amundi1,836,761$32.93M0.0%+7.2%0.142%
8/26/2026HighTower Advisors LLC126,362$2.27M0.0%+6.5%0.010%
8/25/2026Groupe la Francaise35,170$631K0.0%N/A0.003%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al526,775$9.45M0.1%N/A0.041%
8/23/2026Ameritas Advisory Services LLC86,190$1.55M0.0%N/A0.007%
8/23/2026Wedmont Private Capital25,195$473K0.0%+14.2%0.002%
8/23/2026HB Wealth Management LLC15,550$279K0.0%+5.4%0.001%
8/23/2026Saudi Central Bank89,268$1.60M0.0%+91.4%0.007%
8/22/2026Compass Financial Management LLC1,894$34K0.0%N/A0.000%
8/22/2026Markowski Investments2,126$38K0.0%N/A0.000%
8/22/2026Raiffeisen Bank International AG44,380$807K0.0%+3,383.5%0.003%
8/22/2026NWF Advisory Services Inc.14,825$266K0.0%N/A0.001%
8/22/2026Syon Capital LLC21,196$380K0.0%N/A0.002%
8/22/2026TD Waterhouse Canada Inc.139,046$2.56M0.0%+470.0%0.011%
8/22/2026Lakeshore Financial Planning Inc.78,427$1.41M0.5%-15.0%0.006%
8/21/2026AXQ Capital LP18,628$334K0.0%-79.8%0.001%
8/21/2026Nykredit A S376,064$6.74M0.0%N/A0.029%
8/21/2026Triumph Capital Management155,460$2.79M0.5%+11.1%0.012%
8/20/2026Nwam LLC76,564$1.37M0.1%+24.6%0.006%
8/20/2026Headlands Technologies LLC292,302$5.24M0.6%+238.1%0.023%
8/20/2026Quantitative Investment Management LLC11,511$206K0.0%-98.5%0.001%
8/20/2026Ancora Advisors LLC10,163$182K0.0%+262.3%0.001%
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8/20/2026Sigma Planning Corp79,778$1.43M0.0%+24.1%0.006%
8/20/2026Two Sigma Securities LLC75,115$1.35M0.1%+32.8%0.006%
8/20/2026Benjamin Edwards Inc.33,853$607K0.0%+68.5%0.003%
8/20/2026Northwestern Mutual Wealth Management Co.286,663$5.14M0.0%-82.4%0.022%
8/20/2026Wedbush Securities Inc.12,045$216K0.0%N/A0.001%
8/19/2026Capital Advisors Inc. OK28,324$508K0.0%+2.2%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,925,068$88.31M0.0%+4.2%0.381%
8/19/2026Royal London Asset Management Ltd.404,912$7.26M0.0%+18.4%0.031%
8/19/2026Van ECK Associates Corp224,032$4.02M0.0%+14.4%0.017%
8/19/2026Nissay Asset Management Corp Japan171,111$3.07M0.0%+5.6%0.013%
8/19/2026Wellington Management Group LLP12,492$224K0.0%-83.3%0.001%
8/19/2026Archer Investment Corp3,364$60K0.0%N/A0.000%
8/19/2026Kingsview Wealth Management LLC30,651$550K0.0%N/A0.002%
8/18/2026Beacon Pointe Advisors LLC52,919$949K0.0%N/A0.004%
8/18/2026Rakuten Investment Management Inc.73,377$1.34M0.0%N/A0.006%
8/18/2026Orion Capital Management LLC5,400$97K0.0%N/A0.000%
8/18/2026Concorde Asset Management LLC14,899$267K0.2%N/A0.001%
8/18/2026Empowered Funds LLC174,961$3.14M0.0%N/A0.014%
8/18/2026United Capital Financial Advisors LLC18,582$333K0.0%N/A0.001%
8/18/2026Caitlin John LLC4,290$77K0.0%N/A0.000%
8/18/2026Equitable Holdings Inc.89,808$1.61M0.0%N/A0.007%
8/18/2026Centaurus Financial Inc.77,075$1.38M0.1%N/A0.006%
8/18/2026Public Employees Retirement System of Ohio360,578$6.47M0.0%N/A0.028%
8/17/2026Capstone Investment Advisors LLC15,930$286K0.0%N/A0.001%
8/17/2026Pure Financial Advisors LLC13,419$241K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP130,647$2.34M0.0%N/A0.010%
8/17/2026Perennial Investment Advisors LLC107,228$1.92M0.1%N/A0.008%
8/17/2026Philadelphia Investment Partners LLC59,550$1.07M0.7%N/A0.005%
8/17/2026Ausdal Financial Partners Inc.13,104$235K0.0%N/A0.001%
8/17/2026Axim Planning & Wealth12,859$231K0.3%N/A0.001%
8/17/2026Bank of America Corp DE9,135,967$163.81M0.0%N/A0.707%
8/15/2026Caisse de depot et placement du Quebec24,230$434K0.0%N/A0.002%
8/15/2026Jupiter Topco LLC89,200$1.60M0.0%N/A0.007%
8/14/2026Ancora Advisors LLC10,163$182K0.0%N/A0.001%
8/14/2026Canada Pension Plan Investment Board273,500$4.90M0.0%N/A0.021%
8/14/2026Legal & General Group Plc3,608,784$64.71M0.0%N/A0.281%
8/14/2026The Manufacturers Life Insurance Company72,575$1.30M0.0%N/A0.006%
8/14/2026Fiduciary Financial Advisors3,780$69K0.0%N/A0.000%
8/14/2026L2 Asset Management LLC12,802$230K0.0%N/A0.001%
8/14/2026Visionary Wealth Advisors15,869$285K0.0%N/A0.001%
8/13/2026Asset One Wealth Management LLC17,462$312K0.0%N/A0.001%
8/13/2026Patient Capital Management LLC1,505,629$27.00M0.9%N/A0.117%
8/13/2026Cibc World Market Inc.38,674$693K0.0%N/A0.003%
8/13/2026OMERS ADMINISTRATION Corp21,033$377K0.0%N/A0.002%
8/13/2026Osmosis Investment Management UK Ltd45,410$814K0.0%N/A0.004%
8/13/2026LM Advisors LLC101,459$1.82M0.2%N/A0.008%
8/13/2026Bank of Nova Scotia72,567$1.30M0.0%N/A0.006%
8/12/2026Compass Financial Management LLC1,894$34K0.0%N/A0.000%
8/12/2026Daiichi Life Insurance Co. Ltd.43,644$783K0.0%N/A0.003%
8/12/2026Commerce Bank12,560$225K0.0%N/A0.001%
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8/12/2026Northwestern Mutual Wealth Management Co.286,663$5.14M0.0%N/A0.022%
8/12/2026Quantbot Technologies LP194,008$3.48M0.1%N/A0.015%
8/12/2026Evolve Private Wealth LLC40,503$726K0.0%N/A0.003%
8/12/2026Sumitomo Life Insurance Co.26,329$472K0.0%N/A0.002%
8/12/2026Korea Investment CORP823,937$14.77M0.0%N/A0.064%
8/12/2026EP Wealth Advisors LLC16,614$298K0.0%N/A0.001%
8/12/2026M1 Capital Management LLC11,300$203K0.1%N/A0.001%
8/12/2026Rakuten Securities Inc.519,016$9.31M2.2%N/A0.040%
8/12/2026Callan Family Office LLC30,675$550K0.0%N/A0.002%
8/11/2026Allworth Financial LP126,401$2.27M0.0%N/A0.010%


SOFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 971 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($2.91B), BlackRock Inc. ($1.30B), State Street Corp ($679.06M), Geode Capital Management LLC ($618.40M), Morgan Stanley ($348.81M), Norges Bank ($321.52M), and Two Sigma Advisers LP ($299.98M).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 898 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: BlackRock Inc. ($72.44M), Norges Bank ($28.02M), Vanguard Group Inc. ($21.56M), Two Sigma Advisers LP ($19.48M), Bank of America Corp DE ($9.14M), Marshall Wace LLP ($8.99M), and Mitsubishi UFJ Asset Management Co. Ltd. ($8.89M).

Institutional investors have bought a total of 218,852,215 shares in the last 24 months. This purchase volume represents approximately $4.73B in transactions.

Of the 282 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 71,454,259 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


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Institutional ownership data for NASDAQ:SOFI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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