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SoFi Technologies (SOFI) Institutional Ownership

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$17.90 +1.40 (+8.48%)
Closing price 04:00 PM Eastern
Extended Trading
$17.98 +0.09 (+0.47%)
As of 08:00 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)
317
Total
Institutional Inflows
(last 12 months)
$720.21M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$98.74M
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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
1/21/2025Brighton Jones LLC719,288$11.08M0.3%+2.0%0.066%
1/17/2025 Yeomans Consulting Group Inc.21,684$334K0.1%N/A0.002%
1/17/2025 Key Client Fiduciary Advisors LLC12,647$195K0.1%N/A0.001%
1/17/2025 Burr Financial Services LLC14,090$217K0.1%N/A0.001%
1/17/2025 Janney Montgomery Scott LLC125,744$1.94M0.0%-6.9%0.012%
1/17/2025 Evolution Wealth Advisors LLC15,230$235K0.0%N/A0.001%
1/17/2025 Atomi Financial Group Inc.21,220$327K0.0%-60.9%0.002%
1/16/2025 UMB Bank n.a.40,644$626K0.0%+30.1%0.004%
1/16/2025 Diversify Advisory Services LLC630,170$8.92M0.5%-22.5%0.058%
1/16/2025 Diversify Wealth Management LLC18,645$264K0.0%-51.4%0.002%
1/16/2025 Mandatum Life Insurance Co Ltd38,972$600K0.2%+180.9%0.004%
1/15/2025 Hanseatic Management Services Inc.72,453$1.12M1.4%N/A0.007%
1/15/2025 HB Wealth Management LLC14,325$221K0.0%-51.3%0.001%
1/15/2025 Arkadios Wealth Advisors62,312$960K0.1%+2.9%0.006%
1/15/2025 B & T Capital Management DBA Alpha Capital Management438,867$6.76M1.2%-12.9%0.040%
1/15/2025 Merit Financial Group LLC31,172$480K0.0%+65.9%0.003%
1/15/2025 CNB Bank2,500$38K0.0%-50.0%0.000%
1/15/2025 Wealthcare Advisory Partners LLC14,199$219K0.0%-23.0%0.001%
1/15/2025 Avanza Fonder AB65,427$1.01M0.0%N/A0.006%
1/15/2025 Procyon Advisors LLC13,497$208K0.0%+8.0%0.001%
1/15/2025 KMG Fiduciary Partners LLC11,094$171K0.0%N/A0.001%
1/15/2025 Lauer Wealth LLC51,157$788K0.5%-35.0%0.005%
1/15/2025 Capital Advisors Wealth Management LLC111,887$1.72M0.3%+3.4%0.010%
1/15/2025 Mirador Capital Partners LP18,601$286K0.1%N/A0.002%
1/14/2025 Connective Portfolio Management LLC30,120$464K0.7%N/A0.003%
1/14/2025 Burney Co.101,679$1.57M0.1%-43.9%0.009%
1/14/2025 Moseley Investment Management Inc.31,036$478K0.2%-7.5%0.003%
1/14/2025 Park Avenue Securities LLC13,996$216K0.0%-5.3%0.001%
1/14/2025 Oak Thistle LLC25,725$396K0.1%-27.9%0.002%
1/14/2025 SeaCrest Wealth Management LLC28,892$445K0.0%+9.1%0.003%
1/13/2025 FNY Investment Advisers LLC2,167$33K0.0%+727.1%0.000%
1/13/2025 AdvisorNet Financial Inc5,486$84K0.0%+63.5%0.001%
1/13/2025 Pallas Capital Advisors LLC30,201$465K0.0%+113.9%0.003%
1/13/2025 Miracle Mile Advisors LLC94,431$1.45M0.0%+12.0%0.009%
1/13/2025 Cooper Financial Group16,406$253K0.0%+9.6%0.002%
1/13/2025 Future Financial Wealth Managment LLC13,500$208K0.2%-10.7%0.001%
1/13/2025 Wedmont Private Capital18,315$259K0.0%+23.5%0.002%
1/13/2025 Brookstone Capital Management63,137$972K0.0%+3.7%0.006%
1/6/2025 Nordea Investment Management AB898,467$14.08M0.0%+1.2%0.083%
1/3/2025 Waller Financial Planning Group Inc.10,227$157K0.0%+3,027.5%0.001%
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1/3/2025 Everence Capital Management Inc.32,360$498K0.0%N/A0.003%
1/3/2025 Modus Advisors LLC6,039$93K0.0%-43.8%0.001%
1/3/2025 GAMMA Investing LLC5,925$91K0.0%+40.3%0.001%
12/19/2024Principal Financial Group Inc.70,095$551K0.0%-11.0%0.006%
12/13/2024B. Riley Wealth Advisors Inc.16,017$126K0.0%-85.3%0.001%
11/25/2024Tidal Investments LLC46,167$363K0.0%-71.5%0.004%
11/25/2024World Investment Advisors LLC21,745$171K0.0%+6.5%0.002%
11/25/2024Sanctuary Advisors LLC39,981$314K0.0%-63.9%0.004%
11/21/2024Aldebaran Financial Inc.35,600$280K0.3%-10.1%0.003%
11/20/2024Virtu Financial LLC209,778$1.65M0.1%N/A0.019%
11/18/2024Hobbs Group Advisors LLC49,000$385K0.1%-19.7%0.005%
11/18/2024Coldstream Capital Management Inc.11,826$93K0.0%N/A0.001%
11/16/2024Geode Capital Management LLC17,619,084$138.52M0.0%+2.1%1.653%
11/15/2024M&T Bank Corp45,582$359K0.0%+5.4%0.004%
11/15/2024Public Employees Retirement System of Ohio374,211$2.94M0.0%-4.7%0.035%
11/15/2024Y Intercept Hong Kong Ltd243,598$1.92M0.1%N/A0.023%
11/15/2024MML Investors Services LLC1,489,932$11.71M0.0%+15.1%0.140%
11/15/2024Kensington Investment Counsel LLC26,740$210K0.1%+12.9%0.003%
11/15/2024Orion Portfolio Solutions LLC21,585$170K0.0%-11.4%0.002%
11/15/2024Zacks Investment Management479,180$3.77M0.0%N/A0.045%
11/15/2024EP Wealth Advisors LLC375,765$2.95M0.0%-1.8%0.035%
11/15/2024Kovitz Investment Group Partners LLC48,681$383K0.0%N/A0.005%
11/15/2024Wellington Management Group LLP25,305$199K0.0%-255.6%0.002%
11/15/2024Texas Capital Bank Wealth Management Services Inc50,000$393K0.0%-50.0%0.005%
11/15/2024State Street Corp18,062,855$141.97M0.0%+1.7%1.695%
11/15/2024Stifel Financial Corp94,193$740K0.0%-13.2%0.009%
11/15/2024Quadrature Capital Ltd2,036,104$16.01M0.4%N/A0.191%
11/15/2024Quantinno Capital Management LP217,072$1.71M0.0%+590.9%0.020%
11/15/2024Quarry LP6,625$52K0.0%-47.8%0.001%
11/15/2024Reynders McVeigh Capital Management LLC203,049$1.60M0.1%-2.6%0.019%
11/15/2024Point72 DIFC Ltd409,506$3.22M0.1%N/A0.038%
11/15/2024Prentice Capital Management LP250,117$1.97M4.4%+66.6%0.023%
11/15/2024Integrated Wealth Concepts LLC34,467$271K0.0%+79.8%0.003%
11/15/2024Janus Henderson Group PLC479,495$3.77M0.0%+5.9%0.045%
11/15/2024Hilltop Holdings Inc.10,400$82K0.0%-21.4%0.001%
11/15/2024Centiva Capital LP327,351$2.57M0.1%N/A0.031%
11/15/2024Benjamin Edwards Inc.74,500$585K0.0%+10,512.5%0.007%
11/15/2024Azora Capital LP4,348,068$34.18M1.8%+8.8%0.408%
11/15/2024Paloma Partners Management Co14,176$111K0.0%N/A0.001%
11/15/2024Point72 Asia Singapore Pte. Ltd.12,612$99K0.0%N/A0.001%
11/14/2024Tradition Wealth Management LLC57,533$452K0.0%+3.4%0.005%
11/14/2024Edgestream Partners L.P.404,277$3.18M0.1%+55.4%0.038%
11/14/2024Captrust Financial Advisors29,639$233K0.0%+2.8%0.003%
11/14/2024Rockefeller Capital Management L.P.2,209,266$17.37M0.0%+20.6%0.207%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,139,142$16.81M0.0%-9.7%0.201%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank230,827$1.81M0.0%+3.6%0.022%
11/14/2024FORA Capital LLC155,959$1.23M0.1%N/A0.015%
11/14/2024CreativeOne Wealth LLC12,001$94K0.0%N/A0.001%
11/13/2024Townsquare Capital LLC928,446$7.30M0.1%-14.5%0.087%
11/13/2024 Brooklyn Investment Group3,551$28K0.0%N/A0.000%
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11/13/2024Quantbot Technologies LP8,519$67K0.0%-95.8%0.001%
11/13/2024FMR LLC92,632$728K0.0%+154.8%0.009%
11/13/2024D.A. Davidson & CO.87,664$689K0.0%+3.9%0.008%
11/13/2024The Manufacturers Life Insurance Company267,956$2.11M0.0%+1.6%0.025%
11/13/2024Qsemble Capital Management LP118,279$930K0.2%N/A0.011%
11/12/2024Summit Trail Advisors LLC280,464$2.20M0.1%+0.3%0.026%
11/12/2024Baltimore Washington Financial Advisors Inc.525,151$4.13M0.2%+4.0%0.049%
11/12/2024Algert Global LLC271,486$2.13M0.1%-5.3%0.025%
11/12/2024Cerity Partners LLC705,371$5.54M0.0%+24.5%0.066%
11/12/2024Great Valley Advisor Group Inc.75,272$592K0.0%+24.1%0.007%
(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, 524 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($604.63M), State Street Corp ($141.97M), Geode Capital Management LLC ($138.52M), ARK Investment Management LLC ($99.14M), Dimensional Fund Advisors LP ($86.48M), Sumitomo Mitsui Trust Group Inc. ($78.96M), and Nikko Asset Management Americas Inc. ($78.49M).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 471 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: Dimensional Fund Advisors LP ($13.36M), Sumitomo Mitsui Trust Holdings Inc. ($11.46M), Quadrature Capital Ltd ($9.64M), Nikko Asset Management Americas Inc. ($9.63M), Vanguard Group Inc. ($8.99M), Norges Bank ($7.17M), and Marshall Wace LLP ($6.61M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 136,731,998 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Which SoFi Technologies major shareholders have been selling company stock?

Of the 221 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: ARK Investment Management LLC ($3.61M), Mizuho Markets Americas LLC ($1.56M), SG Americas Securities LLC ($1.54M), Sumitomo Mitsui Trust Group Inc. ($1.41M), Parkside Investments LLC ($1.28M), Principal Financial Group Inc. ($708.73K), and Quantbot Technologies LP ($442.46K).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 24,283,639 shares in the last 24 months. This volume of shares sold represents approximately $184.23M in transactions.


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This page (NASDAQ:SOFI) was last updated on 1/21/2025 by MarketBeat.com Staff
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