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SoFi Technologies (SOFI) Institutional Ownership

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$23.77 +0.48 (+2.06%)
Closing price 08/15/2025 04:00 PM Eastern
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$23.76 -0.02 (-0.06%)
As of 08/15/2025 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)
495
Total
Institutional Inflows
(last 12 months)
$2.14B
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$1.28B
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SOFI Institutional Buying and Selling by Quarter

SoFi Technologies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Captrust Financial Advisors41,230$751K0.0%+13.4%0.004%
8/15/2025Vident Advisory LLC21,843$398K0.0%-13.3%0.002%
8/15/2025Visionary Wealth Advisors12,469$227K0.0%+14.9%0.001%
8/15/2025Two Sigma Securities LLC51,864$944K0.1%+44.6%0.005%
8/15/2025Tidal Investments LLC91,135$1.66M0.0%+20.9%0.008%
8/15/2025Smartleaf Asset Management LLC1,819$31K0.0%-20.4%0.000%
8/15/2025 Riggs Asset Managment Co. Inc.105,350$1.92M0.5%+4.3%0.010%
8/15/2025 Orion Porfolio Solutions LLC25,430$463K0.0%-34.8%0.002%
8/15/2025 MML Investors Services LLC310,612$5.66M0.0%+15.5%0.028%
8/15/2025 Lazard Asset Management LLC35,909$652K0.0%-43.4%0.003%
8/15/2025 LM Advisors LLC134,600$2.45M0.3%-3.6%0.012%
8/15/2025 Great Valley Advisor Group Inc.10,341$188K0.0%-32.6%0.001%
8/15/2025 Elevatus Welath Management492,598$8.97M3.0%N/A0.045%
8/15/2025 Eventide Asset Management LLC15,633$270K0.0%N/A0.001%
8/15/2025 Engineers Gate Manager LP257,112$4.68M0.1%-64.7%0.023%
8/15/2025 Benjamin Edwards Inc.13,941$254K0.0%N/A0.001%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S447,551$8.15M0.1%+7,224.9%0.040%
8/15/2025 Boothbay Fund Management LLC17,159$312K0.0%-42.7%0.002%
8/15/2025 Brevan Howard Capital Management LP193,766$3.53M0.0%-59.8%0.018%
8/15/2025 Ameriprise Financial Inc.2,070,434$37.71M0.0%+178.4%0.187%
8/15/2025 AQR Capital Management LLC671,504$12.23M0.0%+10.2%0.061%
8/14/2025 CTC Alternative Strategies Ltd.20,511$374K0.3%N/A0.002%
8/14/2025 PDT Partners LLC136,102$2.48M0.1%-45.3%0.012%
8/14/2025 Ausdal Financial Partners Inc.15,394$280K0.0%+12.9%0.001%
8/14/2025Worldquant Millennium Advisors LLC348,641$6.35M0.0%N/A0.032%
8/14/2025 Canada Pension Plan Investment Board421,000$7.67M0.0%+33.2%0.038%
8/14/2025 Keystone Financial Services LLC52,332$953K0.7%+4.9%0.005%
8/14/2025 Occudo Quantitative Strategies LP132,926$2.42M0.3%+63.3%0.012%
8/14/2025 Quantinno Capital Management LP178,569$3.25M0.0%+37.3%0.016%
8/14/2025 AllSquare Wealth Management LLC3,800$69K0.0%+533.3%0.000%
8/14/2025 Diversify Advisory Services LLC941,215$17.14M0.7%-10.1%0.085%
8/14/2025 Alliancebernstein L.P.1,054,537$19.20M0.0%-38.5%0.095%
8/14/2025 HUB Investment Partners LLC80,585$1.47M0.0%+160.7%0.007%
8/14/2025Treasurer of the State of North Carolina496,686$9.05M0.0%+1.6%0.045%
8/14/2025 Rokos Capital Management LLP2,120,333$38.60M0.2%N/A0.192%
8/14/2025 Sei Investments Co.745,101$13.57M0.0%+422.9%0.067%
8/14/2025 NewEdge Advisors LLC286,287$5.21M0.0%+46.5%0.026%
8/14/2025 Azora Capital LP2,363,547$43.04M1.9%+4.9%0.214%
8/14/2025 Aldebaran Financial Inc.25,225$459K0.5%-20.2%0.002%
8/14/2025 State Street Corp18,592,445$338.57M0.0%-0.7%1.682%
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8/14/2025WINTON GROUP Ltd15,460$282K0.0%N/A0.001%
8/14/2025 Hood River Capital Management LLC682,130$12.42M0.2%N/A0.062%
8/14/2025 California Public Employees Retirement System1,875,222$34.15M0.0%+9.4%0.170%
8/14/2025 Cerity Partners LLC455,285$8.29M0.0%-23.9%0.041%
8/14/2025 Federated Hermes Inc.11,751$214K0.0%N/A0.001%
8/13/2025 Jump Financial LLC2,268,103$41.30M0.5%+1,058.8%0.205%
8/13/2025 Bosun Asset Management LLC108,961$1.98M0.6%+6.1%0.010%
8/13/2025 Sassicaia Capital Advisers LLC21,964$400K0.3%N/A0.002%
8/13/2025 StoneX Group Inc.12,538$223K0.0%N/A0.001%
8/13/2025 SageView Advisory Group LLC13,376$244K0.0%+16.5%0.001%
8/13/2025 Brown Advisory Inc.12,927$235K0.0%-47.8%0.001%
8/13/2025 Marshall Wace LLP7,997,146$145.63M0.2%+88.2%0.723%
8/13/2025 Baird Financial Group Inc.84,454$1.54M0.0%+7.3%0.008%
8/13/2025 First Trust Advisors LP3,948,998$71.91M0.1%+20.6%0.357%
8/13/2025 EverSource Wealth Advisors LLC3,436$63K0.0%-19.2%0.000%
8/13/2025 Invesco Ltd.1,510,159$27.50M0.0%+65.7%0.137%
8/13/2025 Beacon Pointe Advisors LLC107,826$1.96M0.0%-18.1%0.010%
8/13/2025 Arrowstreet Capital Limited Partnership254,425$4.63M0.0%N/A0.023%
8/13/2025 Quantbot Technologies LP1,411,233$25.70M0.7%N/A0.128%
8/13/2025 M&T Bank Corp57,056$1.04M0.0%-1.9%0.005%
8/13/2025 OMERS ADMINISTRATION Corp49,000$892K0.0%N/A0.004%
8/13/2025 Edgestream Partners L.P.124,073$2.26M0.1%-68.9%0.011%
8/13/2025 Shelton Capital Management64,000$1.17M0.0%N/A0.006%
8/13/2025 Lido Advisors LLC11,125$203K0.0%N/A0.001%
8/13/2025 Skandinaviska Enskilda Banken AB publ 6,570$120K0.0%+276.9%0.001%
8/13/2025 Norges Bank9,009,753$164.07M0.0%N/A0.815%
8/13/2025 Patient Capital Management LLC3,157,431$57.50M2.6%-10.7%0.286%
8/13/2025 Quadrature Capital Ltd6,328,992$115.19M2.0%N/A0.573%
8/13/2025 Virtue Capital Management LLC67,944$1.24M0.2%-12.9%0.006%
8/13/2025 Level Four Advisory Services LLC33,050$602K0.0%-2.4%0.003%
8/13/2025 Northwestern Mutual Wealth Management Co.167,516$3.05M0.0%+21.8%0.015%
8/13/2025 State Board of Administration of Florida Retirement System927,299$16.89M0.0%+0.8%0.084%
8/13/2025 Elevation Point Wealth Partners LLC3,976$72K0.0%N/A0.000%
8/13/2025 Baltimore Washington Financial Advisors Inc.763,386$13.90M0.6%+26.2%0.069%
8/13/2025 Vinva Investment Management Ltd21,170$386K0.0%N/A0.002%
8/13/2025 Choreo LLC28,847$525K0.0%+79.6%0.003%
8/13/2025 Russell Investments Group Ltd.118,503$2.16M0.0%+28.3%0.011%
8/12/2025 RPG Investment Advisory LLC29,450$536K0.1%N/A0.003%
8/12/2025 XTX Topco Ltd49,563$903K0.0%+77.3%0.004%
8/12/2025 Jaffetilchin Investment Partners LLC68,939$1.26M0.1%-12.4%0.006%
8/12/2025 CreativeOne Wealth LLC24,209$441K0.0%+119.9%0.002%
8/12/2025 Global Retirement Partners LLC103,797$1.89M0.0%N/A0.009%
8/12/2025 Intellus Advisors LLC140,923$2.57M0.4%+12.3%0.013%
8/12/2025 Waterloo Capital L.P.13,318$243K0.0%N/A0.001%
8/12/2025 Prudential Financial Inc.83,756$1.53M0.0%+23.9%0.008%
8/12/2025 Charles Schwab Investment Management Inc.6,628,309$120.70M0.0%+2.4%0.600%
8/12/2025 American Century Companies Inc.294,138$5.36M0.0%-0.8%0.027%
8/12/2025 Nemes Rush Group LLC7,338$134K0.0%-7.0%0.001%
8/12/2025 Rhumbline Advisers1,022,202$18.61M0.0%-5.0%0.092%
8/12/2025 Franklin Resources Inc.13,796$251K0.0%+23.2%0.001%
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8/12/2025 AXQ Capital LP120,753$2.20M0.7%-7.4%0.011%
8/12/2025 Legal & General Group Plc1,179,998$21.49M0.0%+3.5%0.107%
8/12/2025 DNB Asset Management AS421,685$7.68M0.0%-2.4%0.038%
8/12/2025 Entropy Technologies LP523,501$9.53M0.8%+10.5%0.047%
8/12/2025 Swiss National Bank1,990,300$36.24M0.0%-0.4%0.180%
8/12/2025 Handelsbanken Fonder AB252,900$4.61M0.0%+3.2%0.023%
8/12/2025 Catalyst Funds Management Pty Ltd31,145$567K0.2%-83.7%0.003%
8/12/2025 Miller Financial Services LLC128,145$2.33M3.0%+8.7%0.012%
8/12/2025 PKS Advisory Services LLC11,000$200K0.0%N/A0.001%
8/12/2025 Ensign Peak Advisors Inc340,348$6.20M0.0%-3.5%0.031%
(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, 690 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($1.83B), Geode Capital Management LLC ($347.32M), State Street Corp ($338.57M), Two Sigma Advisers LP ($299.98M), Norges Bank ($164.07M), Marshall Wace LLP ($145.63M), and Charles Schwab Investment Management Inc. ($120.70M).Learn more on SoFi Technologies' 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 627 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 ($22.91M), Vanguard Group Inc. ($19.84M), Two Sigma Advisers LP ($19.48M), Quadrature Capital Ltd ($15.97M), Dimensional Fund Advisors LP ($13.36M), Sumitomo Mitsui Trust Holdings Inc. ($10.87M), and Nikko Asset Management Americas Inc. ($9.63M).

How much institutional buying is happening at SoFi Technologies?

Institutional investors have bought a total of 141,044,611 shares in the last 24 months. This purchase volume represents approximately $2.15B in transactions.

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

Of the 265 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 ($15.66M), ARK Investment Management LLC ($12.51M), Sumitomo Mitsui Trust Group Inc. ($8.83M), Marshall Wace LLP ($8.29M), Nikko Asset Management Americas Inc. ($7.41M), Renaissance Technologies LLC ($4.75M), and Connor Clark & Lunn Investment Management Ltd. ($3.80M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 92,306,423 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.



This page (NASDAQ:SOFI) was last updated on 8/16/2025 by MarketBeat.com Staff
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