Go Pro
→ Sell Tesla, Buy the New King of FSD Cars (From Chaikin Analytics) (Ad)tc pixel Free SOFI Stock Alerts

SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$18.61 +0.37 (+2.03%)
Closing price 04:00 PM Eastern
Extended Trading
$18.62 +0.02 (+0.08%)
As of 04:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
38.43%
Number of
Institutional Buyers
(last 12 months)
698
Total
Institutional Inflows
(last 12 months)
$3.63B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$1.87B
Get SOFI Insider Trade Alerts

Want to know when executives and insiders are buying or selling SoFi Technologies stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SOFI Institutional Buying and Selling by Quarter

SoFi Technologies Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 CX Institutional2,477$44K0.0%+36.2%0.000%
6/18/2026Southern Financial Group LLC19,345$307K0.1%+8.4%0.002%
6/16/2026Empowered Funds LLC65,704$1.04M0.0%-34.8%0.005%
6/8/2026Pine 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%
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%
5/21/2026Vestor Capital LLC6,532$104K0.0%+549.3%0.001%
5/21/2026BankChampaign National Association15,986$254K0.3%N/A0.001%
5/20/2026Liontrust Investment Partners LLP186,655$2.96M0.0%-56.4%0.015%
The dollar reset no one told you about (Ad)

Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth. Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.tc pixel

Read the full briefing and see how to position yourself now
5/20/2026Norris 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%
5/18/2026EverSource 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%
5/14/2026Compound 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%
5/14/2026Lido Advisors LLC130,992$2.08M0.0%+20.2%0.010%
5/13/2026Cetera Investment Advisers710,496$11.28M0.0%+6.2%0.056%
5/13/2026Signature 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%
The dollar reset no one told you about (Ad)

Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth. Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.tc pixel

Read the full briefing and see how to position yourself now
5/12/2026Millennium Capital Advisors LLC12,550$199K0.1%+13.6%0.001%
5/12/2026ABN Amro Investment Solutions61,679$979K0.0%+19.4%0.005%
5/8/2026PNC 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%
5/7/2026Meeder 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%
5/7/2026KBC Group NV499,479$7.93M0.0%-34.0%0.039%
5/7/2026SEB Asset Management AB246,095$3.91M0.0%N/A0.019%
5/7/2026Swiss National Bank3,708,500$58.89M0.0%+13.0%0.291%
5/7/2026Mediolanum International Funds Ltd114,405$1.73M0.0%-70.6%0.009%
5/7/2026Spartan Wealth Advisory Services LLC21,935$348K0.0%N/A0.002%
5/6/2026California Public Employees Retirement System1,759,455$27.94M0.0%-24.3%0.138%
5/6/2026Cornerstone Planning Group LLC2,099$34K0.0%+232.1%0.000%
5/6/2026Assetmark Inc.4,785$76K0.0%+134.1%0.000%
5/6/2026Allspring Global Investments Holdings LLC11,228$175K0.0%-6.7%0.001%
5/6/2026Independent Financial Group LLC86,618$1.38M0.0%N/A0.007%
5/5/2026Wealthfront Advisers LLC184,228$2.93M0.0%+10.6%0.014%
5/5/2026D.A. Davidson & CO.267,848$4.25M0.0%+22.2%0.021%
5/5/2026Midwest Professional Planners LTD.67,665$1.08M0.3%-13.4%0.005%
5/5/2026Bank 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%
5/5/2026Geneos Wealth Management Inc.6,994$111K0.0%+31.3%0.001%
5/5/2026Harel Insurance Investments & Financial Services Ltd.7,266$114K0.0%N/A0.001%
5/5/2026NFSG Corp15,075$239K0.0%-7.9%0.001%
5/5/2026Sanctuary Advisors LLC239,487$3.80M0.0%-16.1%0.019%
5/5/2026Sigma Planning Corp64,281$1.02M0.0%+13.2%0.005%
5/5/2026Nwam LLC61,456$976K0.1%+1.2%0.005%
5/4/2026Calamos Advisors LLC21,339$339K0.0%N/A0.002%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,095$176K0.0%+23.7%0.001%
5/4/2026Bleakley Financial Group LLC18,413$292K0.0%-10.8%0.001%
5/4/2026Archer Investment Corp3,191$51K0.0%+27.6%0.000%
5/4/2026Principal Financial Group Inc.35,371$562K0.0%+10.6%0.003%
5/4/2026Chicago Partners Investment Group LLC10,757$171K0.0%N/A0.001%
5/4/2026Procyon Advisors LLC13,387$213K0.0%-6.9%0.001%
5/2/2026LGT Fund Management Co Ltd.173,200$2.75M0.1%N/A0.014%
5/2/2026Global Assets Advisory LLC7,425$118K0.0%N/A0.001%
5/2/2026International Assets Investment Management LLC13,760$215K0.0%+24.4%0.001%
5/2/2026Diversify Wealth Management LLC1,043,372$16.20M0.3%+5,982.7%0.082%
5/1/2026Fifth Third Bancorp12,422$197K0.0%+297.4%0.001%
5/1/2026Advisors Management Group Inc. ADV12,386$196K0.0%+7.5%0.001%
5/1/2026Simplicity Wealth LLC78,143$1.24M0.1%-14.6%0.006%
5/1/2026Candriam S.C.A.146,001$2.32M0.0%+6.1%0.011%
5/1/2026Sequoia Financial Advisors LLC29,276$465K0.0%-41.5%0.002%
4/30/2026First Horizon Corp2,018$32K0.0%-35.2%0.000%
4/30/2026Kestra Advisory Services LLC213,367$3.39M0.0%+4.3%0.017%
4/30/2026Sumitomo Mitsui Trust Group Inc.5,689,426$90.35M0.1%+2.8%0.446%
4th of July Chaikin flash sale (Ad)

Marc Chaikin - the 60-year Wall Street veteran who called Nvidia before it surged 45,000% - is running his first-ever 4th of July flash sale through July 6th only. His Power Gauge Report membership comes with a free year of access to his Power Gauge Rating system, a 100% money-back guarantee, and a Hotlist of buy and sell ideas - including a little-known Nvidia partner he calls 'an upgrade to Tesla stock' in the autonomous vehicle race. His tools are used on Bloomberg and Reuters terminals worldwide and have helped investors grow assets by as much as 69,000%.tc pixel

Claim Chaikin's 4th of July discount before it expires July 6th
4/30/2026Resona Asset Management Co. Ltd.363,963$5.74M0.0%+7.4%0.029%
4/30/2026Taylor Frigon Capital Management LLC118,017$1.87M1.1%+35.8%0.009%
4/30/2026Quantum Portfolio Management LLC54,976$873K0.0%+29.3%0.004%
4/29/2026R Squared Ltd23,274$370K0.2%+33.7%0.002%
4/29/2026Clare Market Investments LLC35,905$570K0.1%N/A0.003%
4/29/2026Swedbank AB153,529$2.44M0.0%+54.8%0.012%
4/29/2026Westbourne Investment Advisors Inc.279,543$4.44M1.3%+8.5%0.022%
4/28/2026Bogart Wealth LLC11,052$176K0.0%+434.2%0.001%
4/28/2026Ascentis Independent Advisors2,523$40K0.0%N/A0.000%
4/28/2026GM Advisory Group LLC200,426$3.18M0.1%+395.8%0.016%


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), 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 886 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 156,522,721 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 77,212,320 shares in the last 24 months. This volume of shares sold represents approximately $1.87B in transactions.


Related Companies

This page (NASDAQ:SOFI) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
If You Have $50k+ on Coinbase, This Will Ruin Your Day
I spent two years reverse-engineering BlackRock's exact playbook. The same framework that generates them $16.1...
Decentralized Masters | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
The Warsh Fed and what it could mean for your savings
The Fed just changed hands, and Reagan Gold Group says there may be a short window before the impact shows up ...
Reagan Gold Group | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
Before Trump Makes His Next Move
The U.S. is sitting on 8,133 tonnes of gold still valued at 1973 prices. One executive order could correct tha...
Priority Gold | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
“By July 30, Elon Musk’s Prophecy Will Fulfill Itself”
Jeff Brown and Marc Chaikin - the duo who identified Nvidia a decade ago - are forecasting that Elon Musk's AI...
Brownstone Research | Sponsoredtc pixel