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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$18.12 -0.26 (-1.41%)
As of 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
38.43%
Number of
Institutional Buyers
(last 12 months)
672
Total
Institutional Inflows
(last 12 months)
$4.96B
Number of
Institutional Sellers
(last 12 months)
294
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
8/10/2026BOK Financial Private Wealth Inc.10,765$193K0.0%N/A0.001%
8/10/2026Danske Bank A S557,745$10M0.0%N/A0.043%
8/10/2026Diversify 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%
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%N/A0.018%
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%
8/7/2026 N.E.W. Advisory Services LLC20,837$374K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp4,045,236$72.53M0.0%N/A0.315%
8/6/2026 GSA Capital Partners LLP65,121$1.17M0.1%N/A0.005%
7/10/2026 Annex Advisory Services LLC109,462$1.96M0.0%N/A0.009%
7/10/2026 Fiduciary Financial Group LLC17,589$315K0.0%N/A0.001%
7/10/2026 Handelsbanken Fonder AB401,900$7.21M0.0%+6.5%0.031%
7/10/2026 Wealthcare Advisory Partners LLC27,011$484K0.0%+17.4%0.002%
7/9/2026 Valeo Financial Advisors LLC36,716$658K0.0%+6.5%0.003%
7/8/2026 MFG Wealth Management Inc.191,016$3.43M2.4%+6.7%0.015%
7/8/2026 Teamwork Financial Advisors LLC249,482$4.47M0.4%+17.2%0.019%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab105,760$1.90M0.0%+5.6%0.008%
7/8/2026 Assenagon Asset Management S.A.21,834$391K0.0%N/A0.002%
7/8/2026 Westmount Partners LLC17,574$315K0.1%-5.4%0.001%
7/8/2026 Thrive Wealth Management LLC19,347$347K0.0%-9.2%0.002%
7/7/2026 Fermata Advisors LLC15,429$277K0.1%+4.9%0.001%
7/7/2026 GAMMA Investing LLC14,202$255K0.0%+30.0%0.001%
7/7/2026 Avior Wealth Management LLC11,090$199K0.0%-30.6%0.001%
7/7/2026 CoreCap Advisors LLC10,361$186K0.0%-89.5%0.001%
7/7/2026 TTRF Capital Ltd428,091$7.68M5.1%N/A0.033%
7/7/2026 Anderson Hoagland & Co.370,133$6.64M0.5%+10.4%0.029%
7/2/2026 CX Institutional2,477$44K0.0%+36.2%0.000%
6/18/2026 Southern Financial Group LLC19,345$307K0.1%+8.4%0.002%
6/16/2026Empowered Funds LLC65,704$1.04M0.0%-34.8%0.005%
6/8/2026 Pine Valley Investments Ltd Liability Co23,605$375K0.0%+84.8%0.002%
6/3/2026NewEdge Advisors LLC402,635$6.39M0.0%+24.7%0.031%
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6/1/2026Concorde Asset Management LLC16,699$265K0.1%-42.1%0.001%
5/28/2026Cozad Asset Management Inc.21,057$334K0.0%N/A0.002%
5/21/2026 Vestor Capital LLC6,532$104K0.0%+549.3%0.001%
5/21/2026 BankChampaign National Association15,986$254K0.3%N/A0.001%
5/20/2026Liontrust Investment Partners LLP186,655$2.96M0.0%-56.4%0.015%
5/20/2026 Norris Financial Group LLC52,143$828K0.3%N/A0.004%
5/19/2026Western Wealth Management LLC6,947$110K0.0%N/A0.001%
5/19/2026Bank of America Corp DE10,842,348$172.18M0.0%-19.1%0.845%
5/19/2026Edgestream Partners L.P.36,655$582K0.0%-84.6%0.003%
5/19/2026Janus Henderson Group PLC89,200$1.42M0.0%-69.2%0.007%
5/19/2026Centaurus Financial Inc.72,374$1.15M0.1%+549.3%0.006%
5/19/2026Arkadios Wealth Advisors73,370$1.17M0.0%+16.9%0.006%
5/19/2026Claris Financial LLC22,074$340K0.2%+168.8%0.002%
5/18/2026Amundi1,713,191$27.21M0.0%-7.9%0.134%
5/18/2026 EverSource Wealth Advisors LLC4,387$70K0.0%+29.4%0.000%
5/18/2026California State Teachers Retirement System1,831,905$29.09M0.0%+2.8%0.143%
5/18/2026Empowered Funds LLC65,704$1.04M0.0%-34.8%0.005%
5/16/2026The Manufacturers Life Insurance Company 71,845$1.14M0.0%+8.0%0.006%
5/16/2026Quantinno Capital Management LP459,791$7.30M0.0%+27.1%0.036%
5/15/2026Weiss Asset Management LP43,027$683K0.0%+60.4%0.003%
5/15/2026OMERS ADMINISTRATION Corp13,285$211K0.0%-76.6%0.001%
5/15/2026Lombard Odier Asset Management Switzerland SA32,100$510K0.0%+10.3%0.003%
5/15/2026Entropy Technologies LP910,600$14.46M0.7%N/A0.071%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,704,000$27.06M0.0%N/A0.134%
5/14/2026Dai ichi Life Insurance Company Ltd43,644$693K0.0%-24.9%0.003%
5/14/2026Renaissance Technologies LLC2,317,400$36.80M0.1%N/A0.182%
5/14/2026Public Employees Retirement System of Ohio353,250$5.61M0.0%-3.2%0.028%
5/14/2026 Compound Planning Inc.38,597$613K0.0%+18.8%0.003%
5/14/2026Caxton Associates LLP15,900$252K0.0%-18.6%0.001%
5/14/2026Bank of Nova Scotia61,109$970K0.0%-6.6%0.005%
5/14/2026Sei Investments Co.377,140$5.99M0.0%-56.5%0.030%
5/14/2026 Lido Advisors LLC130,992$2.08M0.0%+20.2%0.010%
5/13/2026Cetera Investment Advisers710,496$11.28M0.0%+6.2%0.056%
5/13/2026 Signature Equity Partners LLC2,377$38K0.0%-71.7%0.000%
5/13/2026First Trust Advisors LP1,153,516$18.32M0.0%-55.3%0.090%
5/12/2026 Millennium Capital Advisors LLC12,550$199K0.1%+13.6%0.001%
5/12/2026 ABN Amro Investment Solutions61,679$979K0.0%+19.4%0.005%
5/8/2026 PNC Financial Services Group Inc.53,793$854K0.0%-30.6%0.004%
5/8/2026Andra AP fonden246,940$3.92M0.0%+1,213.5%0.019%
5/8/2026Amova Asset Management Americas Inc.3,136,479$49.84M0.7%-4.9%0.246%
5/7/2026Legacy Wealth Managment LLC ID3,002$48K0.0%-18.9%0.000%
5/7/2026Florida Financial Advisors LLC35,435$563K0.1%+24.9%0.003%
5/7/2026Hollencrest Capital Management4,616$73K0.0%N/A0.000%
5/7/2026 Meeder Advisory Services Inc.32,923$523K0.0%+28.6%0.003%
5/7/2026Dimensional Fund Advisors LP9,106,532$144.54M0.0%+4.1%0.714%
5/7/2026 KBC Group NV499,479$7.93M0.0%-34.0%0.039%
5/7/2026 SEB Asset Management AB246,095$3.91M0.0%N/A0.019%
5/7/2026Swiss National Bank3,708,500$58.89M0.0%+13.0%0.291%
5/7/2026 Mediolanum International Funds Ltd114,405$1.73M0.0%-70.6%0.009%
5/7/2026 Spartan Wealth Advisory Services LLC21,935$348K0.0%N/A0.002%
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5/6/2026California Public Employees Retirement System1,759,455$27.94M0.0%-24.3%0.138%
5/6/2026 Cornerstone Planning Group LLC2,099$34K0.0%+232.1%0.000%
5/6/2026 Assetmark Inc.4,785$76K0.0%+134.1%0.000%
5/6/2026Allspring Global Investments Holdings LLC11,228$175K0.0%-6.7%0.001%
5/6/2026 Independent Financial Group LLC86,618$1.38M0.0%N/A0.007%
5/5/2026 Wealthfront Advisers LLC184,228$2.93M0.0%+10.6%0.014%
5/5/2026 D.A. Davidson & CO.267,848$4.25M0.0%+22.2%0.021%
5/5/2026 Midwest Professional Planners LTD.67,665$1.08M0.3%-13.4%0.005%
5/5/2026 Bank of New York Mellon Corp4,028,412$63.97M0.0%-3.4%0.316%
5/5/2026Illinois Municipal Retirement Fund189,849$3.02M0.0%+24.7%0.015%


SOFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 953 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 877 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), Marshall Wace LLP ($12.59M), Mitsubishi UFJ Asset Management Co. Ltd. ($8.89M), and Quadrature Capital Ltd ($8.37M).

Institutional investors have bought a total of 231,188,099 shares in the last 24 months. This purchase volume represents approximately $4.96B in transactions.

Of the 294 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 71,238,287 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 8/10/2026. New 13F filings are added each quarter as they're published.
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