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SoFi Technologies (SOFI) Institutional Ownership

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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)
280
Total
Institutional Inflows
(last 12 months)
$685.37M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$89.52M
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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
4/23/2024Raymond James Financial Services Advisors Inc.354,708$2.59M0.0%-35.7%0.036%
4/22/2024PFG Investments LLC62,222$454K0.0%+109.8%0.006%
4/20/2024Kesler Norman & Wride LLC11,000$80K0.0%N/A0.001%
4/19/2024Marshall Financial Group LLC12,224$89K0.0%N/A0.001%
4/19/2024Kovack Advisors Inc.125,315$915K0.1%+6.4%0.013%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.10,767,302$78.60M0.1%+176.3%1.102%
4/18/2024SeaCrest Wealth Management LLC27,810$203K0.0%-11.0%0.003%
4/18/2024State of Michigan Retirement System1,000,000$7.30M0.0%N/A0.102%
4/18/2024Miracle Mile Advisors LLC81,350$594K0.0%+3.8%0.008%
4/18/2024Diversified Trust Co25,332$185K0.0%+37.3%0.003%
4/17/2024River Street Advisors LLC43,282$316K0.2%+22.2%0.004%
4/16/2024KRS Capital Management LLC11,420$83K0.1%N/A0.001%
4/16/2024Firethorn Wealth Partners LLC171,979$1.26M0.7%-16.4%0.018%
4/16/2024Calton & Associates Inc.27,350$200K0.1%+16.3%0.003%
4/15/2024Wealthcare Advisory Partners LLC26,666$195K0.0%+53.4%0.003%
4/15/2024Future Financial Wealth Managment LLC5,110$37K0.0%N/A0.001%
4/13/2024 Parkside Investments LLC794,210$5.80M0.9%-10.3%0.081%
4/12/2024 Capital Advisors Wealth Management LLC102,513$748K0.2%+3.2%0.010%
4/12/2024 Anderson Hoagland & Co.445,977$3.37M0.4%+11.2%0.046%
4/11/2024 International Assets Investment Management LLC24,125$174K0.0%-6.0%0.002%
4/10/2024 SOA Wealth Advisors LLC.4,513$33K0.0%+61.2%0.000%
4/10/2024 Wedmont Private Capital10,452$82K0.0%-13.4%0.001%
4/10/2024 Banque Cantonale Vaudoise14,500$107K0.0%+16.0%0.001%
4/4/2024 Moseley Investment Management Inc.30,680$224K0.1%+15.1%0.003%
4/3/2024 Strategic Advocates LLC72,430$529K0.2%+10.8%0.007%
4/2/2024 Modus Advisors LLC10,620$78K0.0%N/A0.001%
3/28/2024Newbridge Financial Services Group Inc.293,948$2.93M1.4%+13.1%0.030%
3/26/2024HighPoint Advisor Group LLC116,570$1.16M0.1%N/A0.012%
3/25/2024Quadrature Capital Ltd2,471,921$24.57M0.4%N/A0.253%
3/15/2024B. Riley Wealth Advisors Inc.120,648$1.20M0.0%-5.1%0.012%
3/14/2024Hennessy Advisors Inc.40,000$398K0.0%-42.9%0.004%
3/11/2024Vanguard Group Inc.81,459,986$810.53M0.0%+6.6%8.340%
3/1/2024Creekmur Asset Management LLC39,404$392K0.1%N/A0.004%
2/29/2024Tortoise Investment Management LLC3,939$39K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC377,022$3.75M0.0%+0.4%0.039%
2/20/2024Clarity Capital Partners LLC338,994$3.37M2.4%N/A0.035%
2/20/2024Wellington Wealth Strategies LLC.45,048$448K0.4%N/A0.005%
2/15/2024Patient Capital Management LLC3,776,542$37.58M2.0%+1.3%0.394%
2/14/2024LM Advisors LLC167,854$1.67M0.3%N/A0.018%
2/14/2024VitalStone Financial LLC77,898$775K0.6%-15.7%0.008%
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2/14/2024Quadrature Capital Ltd2,471,921$24.57M0.5%N/A0.258%
2/14/2024Seven Eight Capital LP235,103$2.34M0.3%N/A0.025%
2/14/2024Vermillion & White Wealth Management Group LLC4,000$40K0.0%N/A0.000%
2/14/2024Hel Ved Capital Management Ltd62,500$622K0.2%N/A0.007%
2/13/2024Oppenheimer & Co. Inc.205,105$2.04M0.0%+6.7%0.021%
2/13/2024Armistice Capital LLC18,594$185K0.0%N/A0.002%
2/13/2024CIBC Private Wealth Group LLC65,785$655K0.0%+2.3%0.007%
2/13/2024Belpointe Asset Management LLC21,625$215K0.0%+26.5%0.002%
2/13/2024Jones Financial Companies Lllp4,383$44K0.0%N/A0.000%
2/13/2024KBC Group NV17,014$169K0.0%+2,798.5%0.002%
2/13/2024California State Teachers Retirement System960,492$9.56M0.0%-3.6%0.100%
2/12/2024GPI Capital L.P.3,749,760$37.31M8.9%+25.0%0.391%
2/12/2024Tradition Wealth Management LLC33,216$330K0.0%+24.1%0.003%
2/12/2024TFO Wealth Partners LLC32,633$325K0.0%+70,841.3%0.003%
2/12/2024Treasurer of the State of North Carolina426,796$4.25M0.0%+5.9%0.045%
2/12/2024Steward Partners Investment Advisory LLC142,534$1.42M0.0%+384.2%0.015%
2/12/2024Hilltop Holdings Inc.57,079$568K0.1%+140.3%0.006%
2/9/2024Advisory Services Network LLC61,117$608K0.0%-3.8%0.006%
2/9/2024Cambridge Investment Research Advisors Inc.487,976$4.86M0.0%-1.6%0.051%
2/9/2024Balboa Wealth Partners13,625$136K0.0%-46.7%0.001%
2/9/2024Quest Partners LLC14,705$146K0.0%N/A0.002%
2/9/2024Trexquant Investment LP610,129$6.07M0.1%-30.2%0.064%
2/9/2024Corient Private Wealth LLC70,321$700K0.0%+3.8%0.007%
2/9/2024D.A. Davidson & CO.80,172$798K0.0%+11.9%0.008%
2/9/2024Wells Fargo & Company MN2,854,098$28.40M0.0%+20.9%0.298%
2/9/2024Gladstone Institutional Advisory LLC37,700$375K0.0%-22.3%0.004%
2/9/2024BI Asset Management Fondsmaeglerselskab A S9,594$95K0.0%N/A0.001%
2/9/2024Norges Bank7,170,737$71.35M0.0%N/A0.748%
2/8/2024Manchester Capital Management LLC2,676$27K0.0%-36.0%0.000%
2/8/2024Mizuho Markets Americas LLC1,240,698$12.35M0.3%+120.1%0.129%
2/8/2024Brown Advisory Inc.34,979$348K0.0%+54.1%0.004%
2/8/2024Independent Advisor Alliance21,542$214K0.0%+22.5%0.002%
2/8/2024Level Four Advisory Services LLC28,064$279K0.0%+40.1%0.003%
2/8/2024Tortoise Investment Management LLC3,939$39K0.0%N/A0.000%
2/8/2024Texas Capital Bank Wealth Management Services Inc15,000$149K0.0%-50.0%0.002%
2/8/2024Matisse Capital88,885$884K0.5%+6.9%0.009%
2/8/2024Nikko Asset Management Americas Inc.3,896,692$38.73M0.4%+241.4%0.406%
2/8/2024Foundations Investment Advisors LLC33,192$330K0.0%+212.0%0.003%
2/8/2024Janney Montgomery Scott LLC113,040$1.13M0.0%+32.5%0.012%
2/8/2024Vanguard Personalized Indexing Management LLC52,821$526K0.0%+10.8%0.006%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.347,405$3.46M0.0%+2,173.4%0.036%
2/7/2024Avantax Advisory Services Inc.81,758$813K0.0%+22.3%0.009%
2/7/2024Forum Financial Management LP24,535$244K0.0%N/A0.003%
2/7/2024Principal Financial Group Inc.58,845$586K0.0%-91.9%0.006%
2/7/2024AlphaStar Capital Management LLC377,890$3.76M0.4%+39.6%0.039%
2/7/2024Dimensional Fund Advisors LP3,877,322$38.60M0.0%N/A0.404%
2/7/2024Jump Financial LLC292,392$2.91M0.1%N/A0.030%
2/7/2024Cary Street Partners Investment Advisory LLC15,000$149K0.0%N/A0.002%
2/7/2024Teacher Retirement System of Texas81,352$809K0.0%-10.1%0.008%
2/7/2024Reynders McVeigh Capital Management LLC147,808$1.47M0.1%+501.5%0.015%
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2/7/2024Calton & Associates Inc.23,520$234K0.1%+17.6%0.002%
2/6/2024Charles Schwab Investment Management Inc.5,493,410$54.66M0.0%+3.8%0.573%
2/6/2024Lincoln National Corp44,655$444K0.0%+7.1%0.005%
2/6/2024Wealthcare Advisory Partners LLC17,383$173K0.0%+31.0%0.002%
2/6/2024Summit Trail Advisors LLC243,069$2.42M0.1%+7.1%0.025%
2/6/2024Spire Wealth Management176,132$1.75M0.1%-1.5%0.018%
2/6/2024M&T Bank Corp44,260$440K0.0%+56.3%0.005%
2/6/2024Merit Financial Group LLC19,194$191K0.0%-6.5%0.002%
2/6/2024Amalgamated Bank131,385$1.31M0.0%-5.1%0.014%
2/6/2024Swiss National Bank1,778,800$17.70M0.0%-9.7%0.186%
(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, 512 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($810.53M), Geode Capital Management LLC ($107.40M), Sumitomo Mitsui Trust Holdings Inc. ($78.60M), Norges Bank ($71.35M), Charles Schwab Investment Management Inc. ($54.66M), Nuveen Asset Management LLC ($50.43M), and DCM International VI Ltd. ($40.81M).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 468 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: Riverwood Capital Management Ltd. ($22.00M), Sumitomo Mitsui Trust Holdings Inc. ($10.77M), Vanguard Group Inc. ($7.63M), Quadrature Capital Ltd ($7.60M), Norges Bank ($7.17M), Dimensional Fund Advisors LP ($3.88M), and International Assets Investment Management LLC ($3.77M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 149,417,667 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

Which SoFi Technologies major shareholders have been selling company stock?

Of the 208 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: Riverwood Capital Management Ltd. ($14.31M), Coatue Management LLC ($6.26M), DCM International VI Ltd. ($3.35M), Mizuho Markets Americas LLC ($2.35M), SG Americas Securities LLC ($2.26M), Amundi ($2.22M), and Credit Suisse AG ($1.57M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 49,314,137 shares in the last 24 months. This volume of shares sold represents approximately $290.12M in transactions.


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This page (NASDAQ:SOFI) was last updated on 4/23/2024 by MarketBeat.com Staff

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