S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
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Roku stock and the mother of all entry opportunities
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Laser breakthrough could send stock soaring 2,467% (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
Has the Fed lost control of the banking system? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Laser breakthrough could send stock soaring 2,467% (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
Has the Fed lost control of the banking system? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Laser breakthrough could send stock soaring 2,467% (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
Has the Fed lost control of the banking system? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Laser breakthrough could send stock soaring 2,467% (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard

SoFi Technologies (SOFI) Institutional Ownership

$8.16
+0.05 (+0.62%)
(As of 02/22/2024 ET)

Institutional Ownership Changes (13F Filings) for SoFi Technologies (NASDAQ:SOFI)

Current
Institutional Ownership
Percentage
37.13%
Number of
Institutional Buyers
(last 12 months)
340
Total
Institutional Inflows
(last 12 months)
$691.77 M
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$197.23 M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2024Clarity Capital Partners LLC338,994$3.37M2.4%N/A0.035%
2/20/2024Wellington Wealth Strategies LLC.45,048$0.45M0.4%N/A0.005%
2/16/2024Price T Rowe Associates Inc. MD497,910$4.96M0.0%+4.1%0.052%
2/16/2024Harbour Investments Inc.60,665$0.60M0.0%+5.2%0.006%
2/16/2024GSA Capital Partners LLP47,049$0.47M0.0%-73.5%0.005%
2/16/2024Public Employees Retirement System of Ohio390,767$3.89M0.0%+4.6%0.041%
2/15/2024Mercer Global Advisors Inc. ADV80,492$0.80M0.0%-16.7%0.008%
2/15/2024Townsquare Capital LLC369,757$3.68M0.1%+1.4%0.039%
2/15/2024Legal & General Group Plc850,246$8.46M0.0%+3.4%0.089%
2/15/2024Atlas Capital Advisors LLC8,205$82K0.0%-15.8%0.001%
2/15/2024Vanguard Group Inc.81,459,501$810.52M0.0%+6.6%8.496%
2/15/2024Vident Advisory LLC13,988$0.14M0.0%N/A0.001%
2/15/2024Nwam LLC39,158$0.39M0.0%+29.2%0.004%
2/15/2024Nuveen Asset Management LLC2,390,221$23.78M0.0%-0.3%0.249%
2/15/2024Price T Rowe Associates Inc. MD497,910$4.96M0.0%+4.1%0.052%
2/15/2024Patient Capital Management LLC3,776,542$37.58M2.0%+1.3%0.394%
2/15/2024Baird Financial Group Inc.65,182$0.65M0.0%N/A0.007%
2/15/2024Bayesian Capital Management LP179,534$1.79M0.2%-61.0%0.019%
2/15/2024Brevan Howard Capital Management LP60,280$0.60M0.0%N/A0.006%
2/14/2024Pathstone Holdings LLC122,009$1.17M0.0%N/A0.013%
2/14/2024Kestra Advisory Services LLC70,926$0.71M0.0%+21.8%0.007%
2/14/2024LM Advisors LLC167,854$1.67M0.3%N/A0.018%
2/14/2024Creative Planning135,157$1.35M0.0%-71.9%0.014%
2/14/2024Nebula Research & Development LLC38,021$0.38M0.1%N/A0.004%
2/14/2024VitalStone Financial LLC77,898$0.78M0.6%-15.7%0.008%
2/14/2024Cresset Asset Management LLC453,499$4.51M0.0%-0.9%0.047%
2/14/2024Regal Investment Advisors LLC20,174$0.20M0.0%-51.9%0.002%
2/14/2024Sei Investments Co.38,837$0.39M0.0%+18.1%0.004%
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$0.62M0.2%N/A0.007%
2/13/2024Envestnet Asset Management Inc.40,780$0.41M0.0%+47.0%0.004%
2/13/2024Northern Trust Corp4,544,641$45.22M0.0%+4.0%0.474%
2/13/2024Gabelli Funds LLC32,000$0.32M0.0%N/A0.003%
2/13/2024Public Employees Retirement Association of Colorado76,520$0.76M0.0%+274.0%0.008%
2/13/2024Cetera Advisor Networks LLC167,923$1.67M0.0%-2.3%0.018%
2/13/2024Oppenheimer & Co. Inc.205,105$2.04M0.0%+6.7%0.021%
2/13/2024Armistice Capital LLC18,594$0.19M0.0%N/A0.002%
2/13/2024First Trust Advisors LP748,797$7.45M0.0%-2.2%0.078%
2/13/2024CIBC Private Wealth Group LLC65,785$0.66M0.0%+2.3%0.007%
2/13/2024Belpointe Asset Management LLC21,625$0.22M0.0%+26.5%0.002%
2/13/2024Rafferty Asset Management LLC74,305$0.74M0.0%N/A0.008%
2/13/2024The Manufacturers Life Insurance Company 181,911$1.81M0.0%+1.8%0.019%
2/13/2024Jones Financial Companies Lllp4,383$44K0.0%N/A0.000%
2/13/2024KBC Group NV17,014$0.17M0.0%+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$0.33M0.0%+24.1%0.003%
2/12/2024TFO Wealth Partners LLC32,633$0.33M0.0%+70,841.3%0.003%
2/12/2024Treasurer of the State of North Carolina426,796$4.25M0.0%+5.9%0.045%
2/12/2024Stifel Financial Corp102,501$1.02M0.0%-7.4%0.011%
2/12/2024Steward Partners Investment Advisory LLC142,534$1.42M0.0%+384.2%0.015%
2/12/2024Hilltop Holdings Inc.57,079$0.57M0.1%+140.3%0.006%
2/12/2024Hsbc Holdings PLC11,063$0.11M0.0%N/A0.001%
2/9/2024Advisory Services Network LLC61,117$0.61M0.0%-3.8%0.006%
2/9/2024US Bancorp DE20,020$0.20M0.0%+99.8%0.002%
2/9/2024Cambridge Investment Research Advisors Inc.487,976$4.86M0.0%-1.6%0.051%
2/9/2024Balboa Wealth Partners13,625$0.14M0.0%-46.7%0.001%
2/9/2024Quest Partners LLC14,705$0.15M0.0%N/A0.002%
2/9/2024Trexquant Investment LP610,129$6.07M0.1%-30.2%0.064%
2/9/2024Corient Private Wealth LLC70,321$0.70M0.0%+3.8%0.007%
2/9/2024D.A. Davidson & CO.80,172$0.80M0.0%+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$0.38M0.0%-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$0.35M0.0%+54.1%0.004%
2/8/2024Independent Advisor Alliance21,542$0.21M0.0%+22.5%0.002%
2/8/2024Level Four Advisory Services LLC28,064$0.28M0.0%+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$0.15M0.0%-50.0%0.002%
2/8/2024Matisse Capital88,885$0.88M0.5%+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$0.33M0.0%+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$0.53M0.0%+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$0.81M0.0%+22.3%0.009%
2/7/2024Forum Financial Management LP24,535$0.24M0.0%N/A0.003%
2/7/2024Principal Financial Group Inc.58,845$0.59M0.0%-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$0.15M0.0%N/A0.002%
2/7/2024Teacher Retirement System of Texas81,352$0.81M0.0%-10.1%0.008%
2/7/2024Reynders McVeigh Capital Management LLC147,808$1.47M0.1%+501.5%0.015%
2/7/2024Calton & Associates Inc.23,520$0.23M0.1%+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$0.44M0.0%+7.1%0.005%
2/6/2024Wealthcare Advisory Partners LLC17,383$0.17M0.0%+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$0.44M0.0%+56.3%0.005%
2/6/2024Merit Financial Group LLC19,194$0.19M0.0%-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%
2/6/2024Great Valley Advisor Group Inc.58,276$0.58M0.0%N/A0.006%
(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, 592 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($810.52M), BlackRock Inc. ($317.94M), State Street Corp ($114.10M), Geode Capital Management LLC ($107.40M), Norges Bank ($71.35M), Morgan Stanley ($70.43M), and Charles Schwab Investment Management Inc. ($54.66M).Learn more on SOFI's institutional investors.

What percentage of SoFi Technologies stock is owned by institutional investors?

37.13% 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 547 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. ($22M), Moneta Group Investment Advisors LLC ($18.16M), Norges Bank ($16.89M), Vanguard Group Inc. ($12.47M), DCM International VI Ltd. ($11.71M), State Street Corp ($8.10M), and Point72 Asset Management L.P. ($5.14M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 210,508,113 shares in the last 24 months. This purchase volume represents approximately $1.61B in transactions.

Which SoFi Technologies major shareholders have been selling company stock?

Of the 256 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: Price T Rowe Associates Inc. MD ($28.30M), Riverwood Capital Management Ltd. ($14.31M), Coatue Management LLC ($6.26M), BlackRock Inc. ($5.02M), Schonfeld Strategic Advisors LLC ($4.85M), Morgan Stanley ($4.14M), and DCM International VI Ltd. ($3.35M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 101,561,312 shares in the last 24 months. This volume of shares sold represents approximately $634.30M in transactions.


This page (NASDAQ:SOFI) was last updated on 2/23/2024 by MarketBeat.com Staff