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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$18.24 -0.67 (-3.54%)
Closing price 08/24/2026 04:00 PM Eastern
Extended Trading
$18.43 +0.19 (+1.04%)
As of 08:04 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)
663
Total
Institutional Inflows
(last 12 months)
$5.21B
Number of
Institutional Sellers
(last 12 months)
280
Total
Institutional Outflows
(last 12 months)
$1.73B
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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
8/24/2026California State Teachers Retirement System31,201,069$559.44M0.0%+1,603.2%2.416%
8/23/2026 Ameritas Advisory Services LLC86,190$1.55M0.0%N/A0.007%
8/23/2026 Wedmont Private Capital25,195$473K0.0%+14.2%0.002%
8/23/2026 HB Wealth Management LLC15,550$279K0.0%+5.4%0.001%
8/23/2026 Saudi Central Bank89,268$1.60M0.0%+91.4%0.007%
8/22/2026 Compass Financial Management LLC1,894$34K0.0%N/A0.000%
8/22/2026 Markowski Investments2,126$38K0.0%N/A0.000%
8/22/2026 Raiffeisen Bank International AG44,380$807K0.0%+3,383.5%0.003%
8/22/2026 NWF Advisory Services Inc.14,825$266K0.0%N/A0.001%
8/22/2026 Syon Capital LLC21,196$380K0.0%N/A0.002%
8/22/2026 TD Waterhouse Canada Inc.139,046$2.56M0.0%+470.0%0.011%
8/22/2026 Lakeshore Financial Planning Inc.78,427$1.41M0.5%-15.0%0.006%
8/21/2026 AXQ Capital LP18,628$334K0.0%-79.8%0.001%
8/21/2026 Nykredit A S376,064$6.74M0.0%N/A0.029%
8/21/2026 Triumph Capital Management155,460$2.79M0.5%+11.1%0.012%
8/20/2026 Nwam LLC76,564$1.37M0.1%+24.6%0.006%
8/20/2026 Headlands Technologies LLC292,302$5.24M0.6%+238.1%0.023%
8/20/2026 Quantitative Investment Management LLC11,511$206K0.0%-98.5%0.001%
8/20/2026 Ancora Advisors LLC10,163$182K0.0%+262.3%0.001%
8/20/2026 Sigma Planning Corp79,778$1.43M0.0%+24.1%0.006%
8/20/2026 Two Sigma Securities LLC75,115$1.35M0.1%+32.8%0.006%
8/20/2026 Benjamin Edwards Inc.33,853$607K0.0%+68.5%0.003%
8/20/2026 Northwestern Mutual Wealth Management Co.286,663$5.14M0.0%-82.4%0.022%
8/20/2026 Wedbush Securities Inc.12,045$216K0.0%N/A0.001%
8/19/2026 Capital Advisors Inc. OK28,324$508K0.0%+2.2%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,925,068$88.31M0.0%+4.2%0.381%
8/19/2026 Royal London Asset Management Ltd.404,912$7.26M0.0%+18.4%0.031%
8/19/2026 Van ECK Associates Corp224,032$4.02M0.0%+14.4%0.017%
8/19/2026 Nissay Asset Management Corp Japan171,111$3.07M0.0%+5.6%0.013%
8/19/2026 Wellington Management Group LLP12,492$224K0.0%-83.3%0.001%
8/19/2026 Archer Investment Corp3,364$60K0.0%N/A0.000%
8/19/2026 Kingsview Wealth Management LLC30,651$550K0.0%N/A0.002%
8/18/2026 Beacon Pointe Advisors LLC52,919$949K0.0%N/A0.004%
8/18/2026 Rakuten Investment Management Inc.73,377$1.34M0.0%N/A0.006%
8/18/2026 Orion Capital Management LLC5,400$97K0.0%N/A0.000%
8/18/2026 Concorde Asset Management LLC14,899$267K0.2%N/A0.001%
8/18/2026 Empowered Funds LLC174,961$3.14M0.0%N/A0.014%
8/18/2026 United Capital Financial Advisors LLC18,582$333K0.0%N/A0.001%
8/18/2026 Caitlin John LLC4,290$77K0.0%N/A0.000%
8/18/2026 Equitable Holdings Inc.89,808$1.61M0.0%N/A0.007%
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8/18/2026 Centaurus Financial Inc.77,075$1.38M0.1%N/A0.006%
8/18/2026 Public Employees Retirement System of Ohio360,578$6.47M0.0%N/A0.028%
8/17/2026 Capstone Investment Advisors LLC15,930$286K0.0%N/A0.001%
8/17/2026 Pure Financial Advisors LLC13,419$241K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP130,647$2.34M0.0%N/A0.010%
8/17/2026 Perennial Investment Advisors LLC107,228$1.92M0.1%N/A0.008%
8/17/2026 Philadelphia Investment Partners LLC59,550$1.07M0.7%N/A0.005%
8/17/2026 Ausdal Financial Partners Inc.13,104$235K0.0%N/A0.001%
8/17/2026 Axim Planning & Wealth12,859$231K0.3%N/A0.001%
8/17/2026 Bank of America Corp DE9,135,967$163.81M0.0%N/A0.707%
8/15/2026 Caisse de depot et placement du Quebec24,230$434K0.0%N/A0.002%
8/15/2026 Jupiter Topco LLC89,200$1.60M0.0%N/A0.007%
8/14/2026 Ancora Advisors LLC10,163$182K0.0%N/A0.001%
8/14/2026 Canada Pension Plan Investment Board273,500$4.90M0.0%N/A0.021%
8/14/2026 Legal & General Group Plc3,608,784$64.71M0.0%N/A0.281%
8/14/2026 The Manufacturers Life Insurance Company 72,575$1.30M0.0%N/A0.006%
8/14/2026 Fiduciary Financial Advisors3,780$69K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC12,802$230K0.0%N/A0.001%
8/14/2026 Visionary Wealth Advisors15,869$285K0.0%N/A0.001%
8/13/2026 Asset One Wealth Management LLC17,462$312K0.0%N/A0.001%
8/13/2026 Patient Capital Management LLC1,505,629$27.00M0.9%N/A0.117%
8/13/2026 Cibc World Market Inc.38,674$693K0.0%N/A0.003%
8/13/2026 OMERS ADMINISTRATION Corp21,033$377K0.0%N/A0.002%
8/13/2026 Osmosis Investment Management UK Ltd45,410$814K0.0%N/A0.004%
8/13/2026 LM Advisors LLC101,459$1.82M0.2%N/A0.008%
8/13/2026 Bank of Nova Scotia72,567$1.30M0.0%N/A0.006%
8/12/2026 Compass Financial Management LLC1,894$34K0.0%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.43,644$783K0.0%N/A0.003%
8/12/2026 Commerce Bank12,560$225K0.0%N/A0.001%
8/12/2026 Northwestern Mutual Wealth Management Co.286,663$5.14M0.0%N/A0.022%
8/12/2026 Quantbot Technologies LP194,008$3.48M0.1%N/A0.015%
8/12/2026 Evolve Private Wealth LLC40,503$726K0.0%N/A0.003%
8/12/2026 Sumitomo Life Insurance Co.26,329$472K0.0%N/A0.002%
8/12/2026 Korea Investment CORP823,937$14.77M0.0%N/A0.064%
8/12/2026 EP Wealth Advisors LLC16,614$298K0.0%N/A0.001%
8/12/2026 M1 Capital Management LLC11,300$203K0.1%N/A0.001%
8/12/2026 Rakuten Securities Inc.519,016$9.31M2.2%N/A0.040%
8/12/2026 Callan Family Office LLC30,675$550K0.0%N/A0.002%
8/11/2026 Allworth Financial LP126,401$2.27M0.0%N/A0.010%
8/11/2026 B. Metzler seel. Sohn & Co. AG30,713$551K0.0%N/A0.002%
8/11/2026 Oxford Financial Group LTD. LLC16,020$287K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.53,069$952K0.0%N/A0.004%
8/11/2026 OVERSEA CHINESE BANKING Corp Ltd35,744$639K0.0%N/A0.003%
8/11/2026 MSH Capital Advisors LLC31,794$570K0.1%N/A0.002%
8/10/2026 one8zero8 LLC21,350$383K0.1%N/A0.002%
8/10/2026 BOK Financial Private Wealth Inc.10,765$193K0.0%N/A0.001%
8/10/2026 Danske Bank A S557,745$10M0.0%N/A0.043%
8/10/2026 Diversify Advisory Services LLC1,148,202$19.38M0.3%N/A0.090%
8/8/2026 Wealthfront Advisers LLC236,417$4.24M0.0%N/A0.018%
8/8/2026 Meeder Advisory Services Inc.26,367$473K0.0%N/A0.002%
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8/7/2026 Citizens Financial Group Inc. RI19,567$351K0.0%N/A0.002%
8/7/2026 B & T Capital Management DBA Alpha Capital Management225,592$4.05M0.5%-17.2%0.017%
8/7/2026 BlackRock Inc.72,444,208$1.30B0.0%N/A5.648%
8/7/2026 Pallas Capital Advisors LLC14,846$266K0.0%N/A0.001%
8/7/2026 Deutsche Bank AG2,489,675$44.64M0.0%N/A0.194%
8/7/2026 Perigon Wealth Management LLC41,604$746K0.0%N/A0.003%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.5,239,086$93.94M0.1%N/A0.408%
8/7/2026 Simplicity Wealth LLC30,310$543K0.0%N/A0.002%
8/7/2026 Trivium Point Advisory LLC14,450$259K0.0%N/A0.001%
8/7/2026 Wealthspan Partners LLC33,327$598K0.2%N/A0.003%


SOFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 969 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), California State Teachers Retirement System ($559.44M), Morgan Stanley ($348.81M), and Norges Bank ($321.52M).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 895 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), California State Teachers Retirement System ($30.23M), Norges Bank ($28.02M), Vanguard Group Inc. ($21.56M), Two Sigma Advisers LP ($19.48M), Bank of America Corp DE ($9.14M), and Marshall Wace LLP ($8.99M).

Institutional investors have bought a total of 245,404,412 shares in the last 24 months. This purchase volume represents approximately $5.21B in transactions.

Of the 280 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 69,616,847 shares in the last 24 months. This volume of shares sold represents approximately $1.73B 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 8/24/2026. New 13F filings are added each quarter as they're published.
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