SoFi Technologies (SOFI) Institutional Ownership

$16.03 -1.12 (-6.53%)

Closing price 04:00 PM Eastern

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$15.81 -0.22 (-1.38%)

As of 08:00 PM Eastern

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Current Institutional Ownership Percentage: 38.43%
Number of Institutional Buyers (last 12 months): 696
Total Institutional Inflows (last 12 months): $3.63B

Number of Institutional Sellers (last 12 months): 320
Total Institutional Outflows (last 12 months): $1.87B

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SOFI Institutional Buying and Selling by Quarter

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
6/3/2026	NewEdge Advisors LLC	402,635	$6.39M	0.0%	+24.7%	0.031%
6/1/2026	Concorde Asset Management LLC	16,699	$265K	0.1%	-42.1%	0.001%
5/28/2026	Cozad Asset Management Inc.	21,057	$334K	0.0%	N/A	0.002%
5/21/2026	Vestor Capital LLC	6,532	$104K	0.0%	+549.3%	0.001%
5/21/2026	BankChampaign National Association	15,986	$254K	0.3%	N/A	0.001%
5/20/2026	Liontrust Investment Partners LLP	186,655	$2.96M	0.0%	-56.4%	0.015%
5/20/2026	Norris Financial Group LLC	52,143	$828K	0.3%	N/A	0.004%
5/19/2026	Western Wealth Management LLC	6,947	$110K	0.0%	N/A	0.001%
5/19/2026	Bank of America Corp DE	10,842,348	$172.18M	0.0%	-19.1%	0.845%
5/19/2026	Edgestream Partners L.P.	36,655	$582K	0.0%	-84.6%	0.003%
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5/19/2026	Janus Henderson Group PLC	89,200	$1.42M	0.0%	-69.2%	0.007%
5/19/2026	Centaurus Financial Inc.	72,374	$1.15M	0.1%	+549.3%	0.006%
5/19/2026	Arkadios Wealth Advisors	73,370	$1.17M	0.0%	+16.9%	0.006%
5/19/2026	Claris Financial LLC	22,074	$340K	0.2%	+168.8%	0.002%
5/18/2026	Amundi	1,713,191	$27.21M	0.0%	-7.9%	0.134%
5/18/2026	EverSource Wealth Advisors LLC	4,387	$70K	0.0%	+29.4%	0.000%
5/18/2026	California State Teachers Retirement System	1,831,905	$29.09M	0.0%	+2.8%	0.143%
5/18/2026	Empowered Funds LLC	65,704	$1.04M	0.0%	-34.8%	0.005%
5/16/2026	The Manufacturers Life Insurance Company	71,845	$1.14M	0.0%	+8.0%	0.006%
5/16/2026	Quantinno Capital Management LP	459,791	$7.30M	0.0%	+27.1%	0.036%
5/15/2026	Weiss Asset Management LP	43,027	$683K	0.0%	+60.4%	0.003%
5/15/2026	OMERS ADMINISTRATION Corp	13,285	$211K	0.0%	-76.6%	0.001%
5/15/2026	Lombard Odier Asset Management Switzerland SA	32,100	$510K	0.0%	+10.3%	0.003%
5/15/2026	Entropy Technologies LP	910,600	$14.46M	0.7%	N/A	0.071%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	1,704,000	$27.06M	0.0%	N/A	0.134%
5/14/2026	Dai ichi Life Insurance Company Ltd	43,644	$693K	0.0%	-24.9%	0.003%
5/14/2026	Renaissance Technologies LLC	2,317,400	$36.80M	0.1%	N/A	0.182%
5/14/2026	Public Employees Retirement System of Ohio	353,250	$5.61M	0.0%	-3.2%	0.028%
5/14/2026	Compound Planning Inc.	38,597	$613K	0.0%	+18.8%	0.003%
5/14/2026	Caxton Associates LLP	15,900	$252K	0.0%	-18.6%	0.001%
5/14/2026	Bank of Nova Scotia	61,109	$970K	0.0%	-6.6%	0.005%
5/14/2026	Sei Investments Co.	377,140	$5.99M	0.0%	-56.5%	0.030%
5/14/2026	Lido Advisors LLC	130,992	$2.08M	0.0%	+20.2%	0.010%
5/13/2026	Cetera Investment Advisers	710,496	$11.28M	0.0%	+6.2%	0.056%
5/13/2026	Signature Equity Partners LLC	2,377	$38K	0.0%	-71.7%	0.000%
5/13/2026	First Trust Advisors LP	1,153,516	$18.32M	0.0%	-55.3%	0.090%
5/12/2026	Millennium Capital Advisors LLC	12,550	$199K	0.1%	+13.6%	0.001%
5/12/2026	ABN Amro Investment Solutions	61,679	$979K	0.0%	+19.4%	0.005%
5/8/2026	PNC Financial Services Group Inc.	53,793	$854K	0.0%	-30.6%	0.004%
5/8/2026	Andra AP fonden	246,940	$3.92M	0.0%	+1,213.5%	0.019%
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5/8/2026	Amova Asset Management Americas Inc.	3,136,479	$49.84M	0.7%	-4.9%	0.246%
5/7/2026	Legacy Wealth Managment LLC ID	3,002	$48K	0.0%	-18.9%	0.000%
5/7/2026	Florida Financial Advisors LLC	35,435	$563K	0.1%	+24.9%	0.003%
5/7/2026	Hollencrest Capital Management	4,616	$73K	0.0%	N/A	0.000%
5/7/2026	Meeder Advisory Services Inc.	32,923	$523K	0.0%	+28.6%	0.003%
5/7/2026	Dimensional Fund Advisors LP	9,106,532	$144.54M	0.0%	+4.1%	0.714%
5/7/2026	KBC Group NV	499,479	$7.93M	0.0%	-34.0%	0.039%
5/7/2026	SEB Asset Management AB	246,095	$3.91M	0.0%	N/A	0.019%
5/7/2026	Swiss National Bank	3,708,500	$58.89M	0.0%	+13.0%	0.291%
5/7/2026	Mediolanum International Funds Ltd	114,405	$1.73M	0.0%	-70.6%	0.009%
5/7/2026	Spartan Wealth Advisory Services LLC	21,935	$348K	0.0%	N/A	0.002%
5/6/2026	California Public Employees Retirement System	1,759,455	$27.94M	0.0%	-24.3%	0.138%
5/6/2026	Cornerstone Planning Group LLC	2,099	$34K	0.0%	+232.1%	0.000%
5/6/2026	Assetmark Inc.	4,785	$76K	0.0%	+134.1%	0.000%
5/6/2026	Allspring Global Investments Holdings LLC	11,228	$175K	0.0%	-6.7%	0.001%
5/6/2026	Independent Financial Group LLC	86,618	$1.38M	0.0%	N/A	0.007%
5/5/2026	Wealthfront Advisers LLC	184,228	$2.93M	0.0%	+10.6%	0.014%
5/5/2026	D.A. Davidson & CO.	267,848	$4.25M	0.0%	+22.2%	0.021%
5/5/2026	Midwest Professional Planners LTD.	67,665	$1.08M	0.3%	-13.4%	0.005%
5/5/2026	Bank of New York Mellon Corp	4,028,412	$63.97M	0.0%	-3.4%	0.316%
5/5/2026	Illinois Municipal Retirement Fund	189,849	$3.02M	0.0%	+24.7%	0.015%
5/5/2026	Geneos Wealth Management Inc.	6,994	$111K	0.0%	+31.3%	0.001%
5/5/2026	Harel Insurance Investments & Financial Services Ltd.	7,266	$114K	0.0%	N/A	0.001%
5/5/2026	NFSG Corp	15,075	$239K	0.0%	-7.9%	0.001%
5/5/2026	Sanctuary Advisors LLC	239,487	$3.80M	0.0%	-16.1%	0.019%
5/5/2026	Sigma Planning Corp	64,281	$1.02M	0.0%	+13.2%	0.005%
5/5/2026	Nwam LLC	61,456	$976K	0.1%	+1.2%	0.005%
5/4/2026	Calamos Advisors LLC	21,339	$339K	0.0%	N/A	0.002%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	11,095	$176K	0.0%	+23.7%	0.001%
5/4/2026	Bleakley Financial Group LLC	18,413	$292K	0.0%	-10.8%	0.001%
5/4/2026	Archer Investment Corp	3,191	$51K	0.0%	+27.6%	0.000%
5/4/2026	Principal Financial Group Inc.	35,371	$562K	0.0%	+10.6%	0.003%
5/4/2026	Chicago Partners Investment Group LLC	10,757	$171K	0.0%	N/A	0.001%
5/4/2026	Procyon Advisors LLC	13,387	$213K	0.0%	-6.9%	0.001%
5/2/2026	LGT Fund Management Co Ltd.	173,200	$2.75M	0.1%	N/A	0.014%
5/2/2026	Global Assets Advisory LLC	7,425	$118K	0.0%	N/A	0.001%
5/2/2026	International Assets Investment Management LLC	13,760	$215K	0.0%	+24.4%	0.001%
5/2/2026	Diversify Wealth Management LLC	1,043,372	$16.20M	0.3%	+5,982.7%	0.082%
5/1/2026	Fifth Third Bancorp	12,422	$197K	0.0%	+297.4%	0.001%
5/1/2026	Advisors Management Group Inc. ADV	12,386	$196K	0.0%	+7.5%	0.001%
5/1/2026	Simplicity Wealth LLC	78,143	$1.24M	0.1%	-14.6%	0.006%
5/1/2026	Candriam S.C.A.	146,001	$2.32M	0.0%	+6.1%	0.011%
5/1/2026	Sequoia Financial Advisors LLC	29,276	$465K	0.0%	-41.5%	0.002%
4/30/2026	First Horizon Corp	2,018	$32K	0.0%	-35.2%	0.000%
4/30/2026	Kestra Advisory Services LLC	213,367	$3.39M	0.0%	+4.3%	0.017%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	5,689,426	$90.35M	0.1%	+2.8%	0.446%
4/30/2026	Resona Asset Management Co. Ltd.	363,963	$5.74M	0.0%	+7.4%	0.029%
4/30/2026	Taylor Frigon Capital Management LLC	118,017	$1.87M	1.1%	+35.8%	0.009%
4/30/2026	Quantum Portfolio Management LLC	54,976	$873K	0.0%	+29.3%	0.004%
4/29/2026	R Squared Ltd	23,274	$370K	0.2%	+33.7%	0.002%
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4/29/2026	Clare Market Investments LLC	35,905	$570K	0.1%	N/A	0.003%
4/29/2026	Swedbank AB	153,529	$2.44M	0.0%	+54.8%	0.012%
4/29/2026	Westbourne Investment Advisors Inc.	279,543	$4.44M	1.3%	+8.5%	0.022%
4/28/2026	Bogart Wealth LLC	11,052	$176K	0.0%	+434.2%	0.001%
4/28/2026	Ascentis Independent Advisors	2,523	$40K	0.0%	N/A	0.000%
4/28/2026	GM Advisory Group LLC	200,426	$3.18M	0.1%	+395.8%	0.016%
4/28/2026	Praxis Investment Management Inc.	38,931	$618K	0.0%	+14.4%	0.003%
4/28/2026	QRG Capital Management Inc.	145,955	$2.32M	0.0%	-14.2%	0.011%
4/27/2026	HB Wealth Management LLC	14,757	$234K	0.0%	+47.6%	0.001%
4/27/2026	Portman Square Capital LLP	37,753	$600K	0.0%	N/A	0.003%

SOFI Institutional Ownership - Frequently Asked Questions

During the previous two years, 951 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($2.91B), State Street Corp ($679.06M), Geode Capital Management LLC ($618.40M), Morgan Stanley ($348.81M), Norges Bank ($321.52M), Two Sigma Advisers LP ($299.98M), and Voloridge Investment Management LLC ($205.71M).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 883 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: Norges Bank ($28.02M), Vanguard Group Inc. ($21.56M), Two Sigma Advisers LP ($19.48M), Marshall Wace LLP ($12.59M), Dimensional Fund Advisors LP ($9.91M), Quadrature Capital Ltd ($8.37M), and State Street Corp ($7.66M).

Institutional investors have bought a total of 156,511,914 shares in the last 24 months. This purchase volume represents approximately $3.63B in transactions.

Of the 320 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 77,177,192 shares in the last 24 months. This volume of shares sold represents approximately $1.87B in transactions.

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This page (NASDAQ:SOFI) was last updated on 6/5/2026 by MarketBeat.com Staff.

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SoFi Technologies (SOFI) Institutional Ownership

SOFI Institutional Buying and Selling by Quarter

SoFi Technologies Major Shareholders & Ownership History

SOFI Institutional Ownership - Frequently Asked Questions

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SoFi Technologies (SOFI) Institutional Ownership

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

SOFI Institutional Buying and Selling by Quarter

SoFi Technologies Major Shareholders & Ownership History

SOFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOFI shares?

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

Which institutional investors have been buying SoFi Technologies' stock?

How much institutional buying is happening at SoFi Technologies?

Which of SoFi Technologies' major shareholders have been selling company stock?

How much institutional selling is happening at SoFi Technologies?

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