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SoFi Technologies (SOFI) Institutional Ownership

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(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for SoFi Technologies (NASDAQ:SOFI)

Current
Institutional Ownership
Percentage
38.43%
Number of
Institutional Buyers
(last 12 months)
282
Total
Institutional Inflows
(last 12 months)
$739.90M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$87.78M
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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
5/8/2024Baltimore Washington Financial Advisors Inc.459,098$3.35M0.2%+2.4%0.047%
5/8/2024Bleakley Financial Group LLC13,959$102K0.0%+24.7%0.001%
5/8/2024Avantax Advisory Services Inc.97,219$710K0.0%+18.9%0.010%
5/8/2024US Bancorp DE60,763$444K0.0%+203.5%0.006%
5/8/2024Russell Investments Group Ltd.43,624$318K0.0%+341.0%0.004%
5/8/2024Qsemble Capital Management LP10,460$76K0.0%N/A0.001%
5/8/2024QRG Capital Management Inc.53,849$393K0.0%+4.0%0.006%
5/8/2024Thoroughbred Financial Services LLC12,550$91K0.0%N/A0.001%
5/7/2024Atomi Financial Group Inc.45,204$330K0.0%-7.0%0.005%
5/7/2024Reynders McVeigh Capital Management LLC183,743$1.34M0.1%+24.3%0.019%
5/7/2024Swiss National Bank1,798,400$13.13M0.0%+1.1%0.184%
5/7/2024Oppenheimer & Co. Inc.229,804$1.68M0.0%+12.0%0.024%
5/7/2024 SG Americas Securities LLC14,868$109K0.0%-53.9%0.002%
5/7/2024 Empowered Funds LLC47,854$349K0.0%+22.2%0.005%
5/6/2024 Quantbot Technologies LP557,514$4.07M0.2%-30.8%0.057%
5/6/2024 Envestnet Portfolio Solutions Inc.10,890$79K0.0%N/A0.001%
5/6/2024 ORG Partners LLC3,699$27K0.1%N/A0.000%
5/6/2024 OLD Second National Bank of Aurora335,755$2.45M0.6%+5.5%0.034%
5/6/2024 VitalStone Financial LLC60,706$443K0.3%-22.1%0.006%
5/3/2024 Clarity Capital Partners LLC386,318$2.82M1.9%+14.0%0.040%
5/3/2024 Chevy Chase Trust Holdings LLC13,335$97K0.0%+28.9%0.001%
5/3/2024 GSA Capital Partners LLP67,562$493K0.0%+43.6%0.007%
5/3/2024 Nikko Asset Management Americas Inc.10,767,302$78.49M0.8%+176.3%1.102%
5/2/2024 Pegasus Asset Management Inc.101,985$744K0.3%+3.7%0.010%
5/2/2024 Nordea Investment Management AB839,626$6.26M0.0%N/A0.086%
5/1/2024 Janney Montgomery Scott LLC50,740$370K0.0%-55.1%0.005%
5/1/2024 Mirae Asset Global Investments Co. Ltd.1,263,475$9.22M0.0%+15.2%0.129%
5/1/2024 Diversify Advisory Services LLC957,351$6.91M0.4%N/A0.098%
4/30/2024 Van ECK Associates Corp288,438$2.11M0.0%+50.5%0.030%
4/30/2024 HB Wealth Management LLC24,086$176K0.0%N/A0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.24,481$179K0.0%N/A0.003%
4/30/2024 Caprock Group LLC748,081$5.46M0.3%-1.6%0.077%
4/30/2024 Perigon Wealth Management LLC42,196$308K0.0%-5.8%0.004%
4/29/2024Commonwealth Equity Services LLC608,576$4.44M0.0%+5.6%0.062%
4/29/2024 Principal Financial Group Inc.80,650$589K0.0%+37.1%0.008%
4/26/2024 Trueblood Wealth Management LLC22,103$161K0.1%+41.0%0.002%
4/26/2024 McGuire Investment Group LLC39,950$292K0.0%+10.2%0.004%
4/26/2024 UMB Bank n.a.31,237$228K0.0%+36.1%0.003%
4/26/2024 Caliber Wealth Management LLC38,344$280K0.1%-12.6%0.004%
4/25/2024 Gainplan LLC10,502$77K0.0%N/A0.001%
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4/25/2024 Triumph Capital Management362,385$2.62M1.1%+24.9%0.037%
4/25/2024 Valeo Financial Advisors LLC39,716$302K0.0%-7.0%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.243,114$1.78M0.0%-50.2%0.025%
4/24/2024 Axim Planning & Wealth28,000$204K0.2%+27.3%0.003%
4/24/2024 Newbridge Financial Services Group Inc.289,476$2.11M0.9%-1.5%0.030%
4/24/2024 Zullo Investment Group Inc.16,500$120K0.1%-9.6%0.002%
4/24/2024 Simplicity Wealth LLC13,959$102K0.0%N/A0.001%
4/24/2024 Archford Capital Strategies LLC33,642$246K0.0%N/A0.003%
4/24/2024 Spire Wealth Management171,732$1.25M0.1%-2.5%0.018%
4/23/2024 Global Retirement Partners LLC36,829$269K0.0%+435.4%0.004%
4/23/2024 Summit Trail Advisors LLC259,916$1.90M0.1%+6.9%0.027%
4/23/2024 Raymond James Financial Services Advisors Inc.354,708$2.59M0.0%-35.7%0.036%
4/22/2024 PFG Investments LLC62,222$454K0.0%+109.8%0.006%
4/20/2024 Kesler Norman & Wride LLC11,000$80K0.0%N/A0.001%
4/19/2024 Marshall Financial Group LLC12,224$89K0.0%N/A0.001%
4/19/2024 Kovack Advisors Inc.125,315$915K0.1%+6.4%0.013%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.10,767,302$78.60M0.1%+176.3%1.102%
4/18/2024 SeaCrest Wealth Management LLC27,810$203K0.0%-11.0%0.003%
4/18/2024 State of Michigan Retirement System1,000,000$7.30M0.0%N/A0.102%
4/18/2024 Miracle Mile Advisors LLC81,350$594K0.0%+3.8%0.008%
4/18/2024 Diversified Trust Co25,332$185K0.0%+37.3%0.003%
4/17/2024 River Street Advisors LLC43,282$316K0.2%+22.2%0.004%
4/16/2024 KRS Capital Management LLC11,420$83K0.1%N/A0.001%
4/16/2024 Firethorn Wealth Partners LLC171,979$1.26M0.7%-16.4%0.018%
4/16/2024 Calton & Associates Inc.27,350$200K0.1%+16.3%0.003%
4/15/2024 Wealthcare Advisory Partners LLC26,666$195K0.0%+53.4%0.003%
4/15/2024 Future Financial Wealth Managment LLC5,110$37K0.0%N/A0.001%
4/13/2024 Parkside Investments LLC794,210$5.80M0.9%-10.3%0.081%
4/12/2024 Capital Advisors Wealth Management LLC102,513$748K0.2%+3.2%0.010%
4/12/2024 Anderson Hoagland & Co.445,977$3.37M0.4%+11.2%0.046%
4/11/2024 International Assets Investment Management LLC24,125$174K0.0%-6.0%0.002%
4/10/2024 SOA Wealth Advisors LLC.4,513$33K0.0%+61.2%0.000%
4/10/2024 Wedmont Private Capital10,452$82K0.0%-13.4%0.001%
4/10/2024 Banque Cantonale Vaudoise14,500$107K0.0%+16.0%0.001%
4/4/2024 Moseley Investment Management Inc.30,680$224K0.1%+15.1%0.003%
4/3/2024 Strategic Advocates LLC72,430$529K0.2%+10.8%0.007%
4/2/2024 Modus Advisors LLC10,620$78K0.0%N/A0.001%
3/28/2024 Newbridge Financial Services Group Inc.293,948$2.93M1.4%+13.1%0.030%
3/26/2024HighPoint Advisor Group LLC116,570$1.16M0.1%N/A0.012%
3/25/2024Quadrature Capital Ltd2,471,921$24.57M0.4%N/A0.253%
3/15/2024B. Riley Wealth Advisors Inc.120,648$1.20M0.0%-5.1%0.012%
3/14/2024 Hennessy Advisors Inc.40,000$398K0.0%-42.9%0.004%
3/11/2024Vanguard Group Inc.81,459,986$810.53M0.0%+6.6%8.340%
3/1/2024Creekmur Asset Management LLC39,404$392K0.1%N/A0.004%
2/29/2024Tortoise Investment Management LLC3,939$39K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC377,022$3.75M0.0%+0.4%0.039%
2/20/2024 Clarity Capital Partners LLC338,994$3.37M2.4%N/A0.035%
2/20/2024Wellington Wealth Strategies LLC.45,048$448K0.4%N/A0.005%
2/15/2024Patient Capital Management LLC3,776,542$37.58M2.0%+1.3%0.394%
2/14/2024LM Advisors LLC167,854$1.67M0.3%N/A0.018%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
2/14/2024 VitalStone Financial LLC77,898$775K0.6%-15.7%0.008%
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$622K0.2%N/A0.007%
2/13/2024Oppenheimer & Co. Inc.205,105$2.04M0.0%+6.7%0.021%
2/13/2024Armistice Capital LLC18,594$185K0.0%N/A0.002%
2/13/2024CIBC Private Wealth Group LLC65,785$655K0.0%+2.3%0.007%
2/13/2024Belpointe Asset Management LLC21,625$215K0.0%+26.5%0.002%
2/13/2024Jones Financial Companies Lllp4,383$44K0.0%N/A0.000%
(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, 507 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($810.53M), Geode Capital Management LLC ($107.40M), Sumitomo Mitsui Trust Holdings Inc. ($78.60M), Nikko Asset Management Americas Inc. ($78.49M), Norges Bank ($71.35M), Charles Schwab Investment Management Inc. ($54.66M), and Nuveen Asset Management LLC ($50.43M).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 464 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. ($22.00M), Sumitomo Mitsui Trust Holdings Inc. ($10.77M), Nikko Asset Management Americas Inc. ($9.63M), Vanguard Group Inc. ($7.63M), Quadrature Capital Ltd ($7.60M), Norges Bank ($7.17M), and Dimensional Fund Advisors LP ($3.88M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 157,291,469 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

Which SoFi Technologies major shareholders have been selling company stock?

Of the 209 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 ($2.30M), SG Americas Securities LLC ($2.24M), Amundi ($2.22M), and Credit Suisse AG ($1.57M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 49,755,850 shares in the last 24 months. This volume of shares sold represents approximately $292.94M in transactions.


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This page (NASDAQ:SOFI) was last updated on 5/9/2024 by MarketBeat.com Staff

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