SoFi Technologies (SOFI) Institutional Ownership

$7.41

+0.14 (+1.93%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 38.43%
Number of Institutional Buyers (last 12 months): 301
Total Institutional Inflows (last 12 months): $755.39M

Number of Institutional Sellers (last 12 months): 133
Total Institutional Outflows (last 12 months): $79.17M

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SOFI Institutional Buying and Selling by Quarter

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SoFi Technologies Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Patriot Financial Group Insurance Agency LLC	10,735	$71K	0.0%	N/A	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	260,498	$1.72M	0.0%	+7.2%	0.025%
7/26/2024	Atomi Financial Group Inc.	50,693	$335K	0.0%	+12.1%	0.005%
7/26/2024	ARK Investment Management LLC	14,535,772	$96.08M	0.9%	-10.4%	1.375%
7/26/2024	Allspring Global Investments Holdings LLC	4,333	$29K	0.0%	+55.3%	0.000%
7/26/2024	State of Michigan Retirement System	1,500,000	$9.92M	0.1%	+50.0%	0.142%
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7/26/2024	Pegasus Asset Management Inc.	111,344	$736K	0.3%	+9.2%	0.011%
7/26/2024	Bank of New York Mellon Corp	3,117,081	$20.60M	0.0%	+16.6%	0.295%
7/25/2024	Raymond James Trust N.A.	14,405	$95K	0.0%	N/A	0.001%
7/25/2024	Tempus Wealth Planning LLC	15,786	$104K	0.0%	N/A	0.001%
7/25/2024	Fullcircle Wealth LLC	14,034	$100K	0.0%	N/A	0.001%
7/25/2024	Lakeshore Financial Planning Inc.	87,813	$580K	0.3%	+5.4%	0.008%
7/23/2024	Xcel Wealth Management LLC	68,020	$450K	0.1%	+13.8%	0.006%
7/22/2024	Atria Wealth Solutions Inc.	467,009	$3.09M	0.0%	+8.3%	0.044%
7/22/2024	Hobbs Group Advisors LLC	61,000	$403K	0.2%	N/A	0.006%
7/22/2024	Wealthspan Partners LLC	11,116	$73K	0.0%	N/A	0.001%
7/22/2024	Pallas Capital Advisors LLC	28,020	$185K	0.0%	N/A	0.003%
7/20/2024	Kavar Capital Partners Group LLC	15,000	$99K	0.0%	N/A	0.001%
7/20/2024	Means Investment CO. Inc.	54,650	$361K	0.0%	-5.3%	0.005%
7/20/2024	Nisa Investment Advisors LLC	144,700	$956K	0.0%	-34.1%	0.014%
7/19/2024	Clay Northam Wealth Management LLC	15,336	$101K	0.1%	+33.6%	0.001%
7/19/2024	Marshall Financial Group LLC	19,806	$131K	0.0%	+62.0%	0.002%
7/19/2024	Raymond James & Associates	520,301	$3.44M	0.0%	+28.6%	0.049%
7/19/2024	Calton & Associates Inc.	30,350	$201K	0.1%	+11.0%	0.003%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	11,457,940	$75.74M	0.1%	+6.4%	1.084%
7/19/2024	Well Done LLC	225,301	$1.49M	0.3%	+22.5%	0.021%
7/19/2024	Refined Wealth Management	23,031	$152K	0.1%	N/A	0.002%
7/18/2024	Oak Harbor Wealth Partners LLC	10,000	$66K	0.0%	-50.0%	0.001%
7/18/2024	Brookstone Capital Management	60,703	$401K	0.0%	N/A	0.006%
7/18/2024	Blue Trust Inc.	8,102	$59K	0.0%	+783.5%	0.001%
7/18/2024	Miracle Mile Advisors LLC	84,350	$558K	0.0%	+3.7%	0.008%
7/18/2024	Kennedy Investment Group	116,100	$767K	0.4%	+4.7%	0.011%
7/17/2024	ARS Investment Partners LLC	57,301	$379K	0.0%	N/A	0.005%
7/16/2024	Diversified Trust Co	13,803	$91K	0.0%	-45.5%	0.001%
7/16/2024	Lauer Wealth LLC	70,803	$468K	0.4%	+22.4%	0.007%
7/15/2024	Dynamic Advisor Solutions LLC	33,771	$223K	0.0%	+8.0%	0.003%
7/13/2024	Fermata Advisors LLC	11,485	$76K	0.0%	N/A	0.001%
7/12/2024	Diversify Advisory Services LLC	757,344	$4.83M	0.3%	-20.9%	0.072%
7/12/2024	Hexagon Capital Partners LLC	36,837	$243K	0.1%	+14.7%	0.003%
7/12/2024	SG Americas Securities LLC	351,332	$2.32M	0.0%	+2,263.0%	0.033%
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7/12/2024	Wolff Wiese Magana LLC	10,655	$70K	0.1%	-84.4%	0.001%
7/12/2024	QRG Capital Management Inc.	57,098	$377K	0.0%	+6.0%	0.005%
7/11/2024	U.S. Capital Wealth Advisors LLC	15,836	$105K	0.0%	N/A	0.001%
7/11/2024	Parkside Investments LLC	791,435	$5.23M	0.8%	-0.3%	0.075%
7/10/2024	Valeo Financial Advisors LLC	29,716	$196K	0.0%	-25.2%	0.003%
7/10/2024	CWM LLC	51,284	$339K	0.0%	+21.7%	0.005%
7/5/2024	DNB Asset Management AS	95,954	$634K	0.0%	+15.3%	0.009%
7/2/2024	GAMMA Investing LLC	5,017	$33K	0.0%	+65.3%	0.000%
7/2/2024	Waller Financial Planning Group Inc.	10,275	$65K	0.0%	N/A	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	5,166	$38K	0.0%	-67.5%	0.000%
5/29/2024	Pathway Financial Advisers LLC	43,256	$316K	0.1%	N/A	0.004%
5/29/2024	Soltis Investment Advisors LLC	40,428	$295K	0.0%	+16.5%	0.004%
5/24/2024	Cetera Advisors LLC	478,212	$3.49M	0.0%	+311.9%	0.045%
5/24/2024	Cetera Investment Advisers	779,982	$5.69M	0.0%	+905.2%	0.074%
5/22/2024	Burney Co.	181,434	$1.32M	0.1%	N/A	0.017%
5/22/2024	Second Line Capital LLC	241,246	$1.76M	0.6%	+1.6%	0.023%
5/20/2024	Virtu Financial LLC	91,736	$670K	0.1%	N/A	0.009%
5/20/2024	Highlander Capital Management LLC	25,100	$183K	0.1%	-5.4%	0.002%
5/17/2024	KLCM Advisors Inc.	11,000	$80K	0.0%	-55.1%	0.001%
5/17/2024	Jaffetilchin Investment Partners LLC	40,726	$297K	0.0%	-43.4%	0.004%
5/17/2024	Comerica Bank	23,782	$174K	0.0%	+27.1%	0.002%
5/17/2024	Tidal Investments LLC	33,733	$246K	0.0%	+15.2%	0.003%
5/17/2024	Creekmur Asset Management LLC	26,338	$192K	0.1%	-33.2%	0.003%
5/16/2024	California State Teachers Retirement System	915,900	$6.69M	0.0%	-4.6%	0.094%
5/16/2024	B. Riley Wealth Advisors Inc.	127,136	$1.02M	0.0%	+5.4%	0.013%
5/16/2024	Interval Partners LP	422,837	$3.09M	0.1%	-47,081.9%	0.043%
5/16/2024	Ionic Capital Management LLC	20,000	$146K	0.0%	N/A	0.002%
5/16/2024	Janus Henderson Group PLC	457,322	$3.34M	0.0%	+13.7%	0.047%
5/16/2024	Bayesian Capital Management LP	246,600	$1.80M	0.2%	+37.4%	0.025%
5/15/2024	Public Employees Retirement System of Ohio	363,812	$2.66M	0.0%	-6.9%	0.037%
5/15/2024	Price T Rowe Associates Inc. MD	535,894	$3.91M	0.0%	+7.6%	0.055%
5/15/2024	Quadrature Capital Ltd	2,405,021	$17.53M	0.3%	-2.7%	0.246%
5/15/2024	Gabelli Funds LLC	37,000	$270K	0.0%	+15.6%	0.004%
5/14/2024	Axxcess Wealth Management LLC	25,405	$185K	0.0%	N/A	0.003%
5/14/2024	Wellington Wealth Strategies LLC.	27,728	$202K	0.1%	-38.4%	0.003%
5/14/2024	Freestone Capital Holdings LLC	64,350	$470K	0.0%	N/A	0.007%
5/14/2024	EntryPoint Capital LLC	28,796	$210K	0.2%	+133.5%	0.003%
5/14/2024	Northwest Wealth Management LLC	15,000	$110K	0.0%	+50.0%	0.002%
5/14/2024	Crewe Advisors LLC	13,834	$101K	0.0%	N/A	0.001%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	18,438	$135K	0.0%	N/A	0.002%
5/14/2024	CANADA LIFE ASSURANCE Co	182,804	$1.34M	0.0%	+105.3%	0.019%
5/13/2024	Seven Eight Capital LP	921,834	$6.73M	0.7%	+292.1%	0.094%
5/13/2024	Texas Capital Bank Wealth Management Services Inc	30,000	$219K	0.0%	+100.0%	0.003%
5/13/2024	Rockport Wealth LLC	18,490	$135K	0.0%	N/A	0.002%
5/10/2024	Vanguard Group Inc.	82,826,257	$604.63M	0.0%	+1.7%	8.480%
5/10/2024	Mizuho Markets Americas LLC	604,992	$4.42M	0.1%	-51.2%	0.062%
5/10/2024	Nwam LLC	57,421	$405K	0.0%	+46.6%	0.006%
5/9/2024	Brighton Jones LLC	714,375	$5.22M	0.2%	+4.3%	0.073%
5/9/2024	Kingsview Wealth Management LLC	13,307	$97K	0.0%	N/A	0.001%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	388,367	$2.84M	0.0%	+11.8%	0.040%
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5/9/2024	Interchange Capital Partners LLC	21,141	$167K	0.1%	N/A	0.002%
5/9/2024	State Board of Administration of Florida Retirement System	496,330	$3.62M	0.0%	-14.2%	0.051%
5/8/2024	Entropy Technologies LP	99,374	$725K	0.1%	N/A	0.010%
5/8/2024	Baltimore Washington Financial Advisors Inc.	459,098	$3.35M	0.2%	+2.4%	0.047%
5/8/2024	Bleakley Financial Group LLC	13,959	$102K	0.0%	+24.7%	0.001%
5/8/2024	Avantax Advisory Services Inc.	97,219	$710K	0.0%	+18.9%	0.010%
5/8/2024	US Bancorp DE	60,763	$444K	0.0%	+203.5%	0.006%
5/8/2024	Russell Investments Group Ltd.	43,624	$318K	0.0%	+341.0%	0.004%
5/8/2024	Qsemble Capital Management LP	10,460	$76K	0.0%	N/A	0.001%
5/8/2024	QRG Capital Management Inc.	53,849	$393K	0.0%	+4.0%	0.006%

(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, 515 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($604.63M), Geode Capital Management LLC ($107.40M), ARK Investment Management LLC ($96.08M), Nikko Asset Management Americas Inc. ($78.49M), Sumitomo Mitsui Trust Holdings Inc. ($75.74M), Norges Bank ($71.35M), 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?: 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 465 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: Sumitomo Mitsui Trust Holdings Inc. ($11.46M), Nikko Asset Management Americas Inc. ($9.63M), Vanguard Group Inc. ($8.99M), Quadrature Capital Ltd ($7.60M), Norges Bank ($7.17M), Dimensional Fund Advisors LP ($3.88M), and International Assets Investment Management LLC ($3.75M).

How much institutional buying is happening at SoFi Technologies?: Institutional investors have bought a total of 134,711,308 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.
Which SoFi Technologies major shareholders have been selling company stock?: Of the 214 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 ($2.93M), SG Americas Securities LLC ($2.24M), Amundi ($2.22M), and ARK Investment Management LLC ($1.69M).
How much institutional selling is happening at SoFi Technologies?: Institutional investors have sold a total of 51,615,038 shares in the last 24 months. This volume of shares sold represents approximately $303.27M in transactions.