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SoFi Technologies (SOFI) Institutional Ownership

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$10.71 +0.19 (+1.81%)
Closing price 04/11/2025 04:00 PM Eastern
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$10.72 +0.00 (+0.05%)
As of 04/11/2025 07:59 PM Eastern
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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)
403
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$770.41M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025City State Bank5,250$61K0.0%+2,000.0%0.000%
4/11/2025Horizon Wealth Management LLC10,980$128K0.0%N/A0.001%
4/11/2025Armstrong Fleming & Moore Inc25,575$297K0.4%N/A0.002%
4/10/2025 Gainplan LLC26,193$305K0.2%N/A0.002%
4/10/2025 Key Client Fiduciary Advisors LLC14,092$164K0.1%+11.4%0.001%
4/10/2025 Teamwork Financial Advisors LLC80,250$933K0.1%N/A0.007%
4/10/2025 Clarus Wealth Advisors70,935$808K0.4%N/A0.006%
4/9/2025 RFG Advisory LLC171,398$1.99M0.1%+308.8%0.016%
4/9/2025 Merit Financial Group LLC18,285$213K0.0%-41.3%0.002%
4/9/2025 NBC Securities Inc.7,677$89K0.0%+109,571.4%0.001%
4/9/2025 Fiduciary Alliance LLC96,944$1.13M0.1%N/A0.009%
4/8/2025 Rhumbline Advisers1,075,817$12.51M0.0%+4.1%0.098%
4/8/2025 Burr Financial Services LLC15,580$181K0.1%+10.6%0.001%
4/8/2025 Parallel Advisors LLC8,754$102K0.0%+19.4%0.001%
4/7/2025 GAMMA Investing LLC96,331$1.12M0.0%+1,525.8%0.009%
3/18/2025California State Teachers Retirement System950,857$14.64M0.0%-0.2%0.087%
3/18/2025111 Capital28,438$438K0.1%N/A0.003%
3/14/2025Keystone Financial Services LLC17,856$275K0.3%N/A0.002%
3/12/2025Centaurus Financial Inc.11,201$172K0.0%N/A0.001%
3/5/2025Probity Advisors Inc.22,925$353K0.1%-6.7%0.002%
2/28/2025Total Wealth Planning & Management Inc.53,319$821K0.7%N/A0.005%
2/27/2025Jefferies Financial Group Inc.75,569$1.16M0.0%N/A0.007%
2/27/2025Carolinas Wealth Consulting LLC25,000$385K0.1%-37.5%0.002%
2/26/2025LM Advisors LLC127,805$1.97M0.3%-3.5%0.012%
2/26/2025Virtue Capital Management LLC63,741$982K0.2%N/A0.006%
2/25/2025B. Riley Wealth Advisors Inc.13,544$209K0.0%-15.4%0.001%
2/25/2025Integrated Advisors Network LLC49,774$767K0.0%-5.0%0.005%
2/20/2025Forum Financial Management LP41,446$638K0.0%+15.2%0.004%
2/19/2025Warm Springs Advisors Inc.160,000$2.46M2.3%N/A0.015%
2/19/2025CTC Alternative Strategies Ltd.17,212$265K0.3%N/A0.002%
2/19/2025Parr Mcknight Wealth Management Group LLC10,500$162K0.0%N/A0.001%
2/19/2025Public Employees Retirement System of Ohio363,209$5.59M0.0%-2.9%0.033%
2/18/2025Sunbelt Securities Inc.9,750$152K0.0%+849.4%0.001%
2/18/2025Highview Capital Management LLC DE 74,782$1.15M0.4%N/A0.007%
2/18/2025Pinkerton Retirement Specialists LLC17,786$274K0.0%N/A0.002%
2/18/2025Elequin Capital LP2,726$42K0.0%+30.1%0.000%
2/18/2025Focus Partners Advisor Solutions LLC20,558$317K0.0%+16.5%0.002%
2/18/2025Mpwm Advisory Solutions LLC2,110$32K0.0%N/A0.000%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,519,360$38.80M0.0%+17.8%0.232%
2/17/2025Voloridge Investment Management LLC4,879,142$75.14M0.3%N/A0.450%
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2/17/2025Vident Advisory LLC12,859$198K0.0%-21.2%0.001%
2/17/2025Visionary Wealth Advisors10,896$168K0.0%-23.7%0.001%
2/17/2025Two Sigma Advisers LP19,479,200$299.98M0.7%N/A1.795%
2/17/2025Tidal Investments LLC185,677$2.86M0.0%+302.2%0.017%
2/17/2025Prentice Capital Management LP199,581$3.07M5.3%-20.2%0.018%
2/17/2025Quadcap Wealth Management LLC10,337$159K0.0%-10.9%0.001%
2/17/2025Quantinno Capital Management LP93,749$1.44M0.0%-56.8%0.009%
2/17/2025Patient Capital Management LLC4,251,680$65.48M3.0%-26.6%0.392%
2/17/2025Man Group plc448,460$6.91M0.0%N/A0.041%
2/17/2025Nuveen Asset Management LLC4,084,871$62.91M0.0%-1.4%0.376%
2/17/2025Maven Securities LTD16,500$254K0.0%N/A0.002%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.840,102$12.94M0.0%+3.0%0.077%
2/17/2025Lazard Asset Management LLC19,649$301K0.0%+94.4%0.002%
2/17/2025Janus Henderson Group PLC465,995$7.17M0.0%-2.8%0.043%
2/17/2025Jefferies Financial Group Inc.75,569$1.16M0.0%N/A0.007%
2/17/2025Focus Partners Wealth301,511$4.64M0.0%+11.7%0.028%
2/17/2025FORA Capital LLC667,278$10.28M1.2%+327.9%0.061%
2/17/2025Deutsche Bank AG717,143$11.04M0.0%+1,222.7%0.066%
2/17/2025EP Wealth Advisors LLC286,461$4.41M0.0%-23.8%0.026%
2/17/2025CoreCap Advisors LLC16,889$260K0.0%+105.7%0.002%
2/17/2025Cresset Asset Management LLC438,581$6.75M0.0%-50.6%0.040%
2/17/2025Cetera Investment Advisers520,044$8.01M0.0%-35.3%0.048%
2/17/2025Centiva Capital LP133,922$2.06M0.0%-59.1%0.012%
2/17/2025Bosun Asset Management LLC111,918$1.72M0.8%N/A0.010%
2/17/2025Brevan Howard Capital Management LP299,605$4.61M0.0%-52.0%0.028%
2/17/2025Capstone Investment Advisors LLC23,504$362K0.0%N/A0.002%
2/17/2025Captrust Financial Advisors38,453$592K0.0%+29.7%0.004%
2/17/2025Cary Street Partners Financial LLC21,977$338K0.0%N/A0.002%
2/17/2025Azora Capital LP4,419,345$68.06M3.1%+1.6%0.407%
2/17/2025Baird Financial Group Inc.80,837$1.25M0.0%+10.9%0.007%
2/17/2025Benjamin Edwards Inc.56,710$873K0.0%-23.9%0.005%
2/17/2025Ameriprise Financial Inc.696,799$10.73M0.0%+4.1%0.064%
2/17/2025Algert Global LLC310,367$4.78M0.1%+14.3%0.029%
2/17/2025Aptus Capital Advisors LLC33,496$516K0.0%-86.8%0.003%
2/17/2025AXA S.A.231,954$3.57M0.0%-13.0%0.021%
2/14/2025Mercer Global Advisors Inc. ADV172,984$2.66M0.0%+17.3%0.016%
2/14/2025Triumph Capital Management69,446$1.07M0.4%-82.0%0.006%
2/14/2025Comerica Bank21,841$336K0.0%-17.7%0.002%
2/14/2025Voleon Capital Management LP131,853$2.03M0.2%N/A0.012%
2/14/2025Utah Retirement Systems175,300$2.70M0.0%+2.8%0.016%
2/14/2025PDT Partners LLC290,557$4.48M0.4%-60.8%0.027%
2/14/2025Schonfeld Strategic Advisors LLC127,444$1.96M0.0%N/A0.012%
2/14/2025AQR Capital Management LLC635,594$9.79M0.0%+28.5%0.059%
2/14/2025Northern Trust Corp6,052,301$93.21M0.0%+22.7%0.558%
2/14/2025The Manufacturers Life Insurance Company 219,718$3.38M0.0%-18.0%0.020%
2/14/2025Beacon Pointe Advisors LLC173,874$2.68M0.0%+18.2%0.016%
2/14/2025Quarry LP3,096$48K0.0%-53.3%0.000%
2/14/2025Aquatic Capital Management LLC1,737,323$26.76M0.7%N/A0.160%
2/14/2025Coldstream Capital Management Inc.14,691$226K0.0%+24.2%0.001%
2/14/2025HBK Investments L P100,000$1.54M0.0%N/A0.009%
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Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

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2/14/2025Kovitz Investment Group Partners LLC26,813$413K0.0%-44.9%0.002%
2/14/2025Voya Investment Management LLC182,479$2.81M0.0%-3.3%0.017%
2/14/2025Integrated Wealth Concepts LLC86,488$1.33M0.0%+150.9%0.008%
2/14/2025Price T Rowe Associates Inc. MD1,518,141$23.38M0.0%+2.8%0.140%
2/14/2025Quantessence Capital LLC52,026$801K0.3%N/A0.005%
2/14/2025Aldebaran Financial Inc.31,840$498K0.6%-10.6%0.003%
2/14/2025Hsbc Holdings PLC13,005$204K0.0%N/A0.001%
2/14/2025Soros Capital Management LLC515,500$7.94M1.3%N/A0.048%
2/14/2025Stifel Financial Corp62,546$963K0.0%-33.6%0.006%
2/14/2025TD Waterhouse Canada Inc.8,559$132K0.0%-35.2%0.001%
(Data available from 1/1/2016 forward)

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SOFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOFI shares?

During the previous two years, 624 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($1.51B), Two Sigma Advisers LP ($299.98M), Geode Capital Management LLC ($276.29M), Dimensional Fund Advisors LP ($220.40M), ARK Investment Management LLC ($144.63M), State Street Corp ($141.97M), and Sumitomo Mitsui Trust Group Inc. ($119.09M).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 552 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: Two Sigma Advisers LP ($19.48M), Vanguard Group Inc. ($17.89M), Norges Bank ($13.90M), Dimensional Fund Advisors LP ($13.36M), Sumitomo Mitsui Trust Holdings Inc. ($11.46M), Quadrature Capital Ltd ($9.64M), and Nikko Asset Management Americas Inc. ($9.63M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 193,924,320 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Which SoFi Technologies major shareholders have been selling company stock?

Of the 271 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: Dimensional Fund Advisors LP ($10.41M), Marshall Wace LLP ($8.29M), ARK Investment Management LLC ($6.83M), Renaissance Technologies LLC ($4.75M), Sumitomo Mitsui Trust Group Inc. ($3.73M), Nikko Asset Management Americas Inc. ($2.30M), and DAVENPORT & Co LLC ($2.02M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 66,107,451 shares in the last 24 months. This volume of shares sold represents approximately $859.70M in transactions.


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This page (NASDAQ:SOFI) was last updated on 4/13/2025 by MarketBeat.com Staff
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