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SoFi Technologies (SOFI) Institutional Ownership

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$21.51 -0.05 (-0.23%)
Closing price 04:00 PM Eastern
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$21.54 +0.04 (+0.16%)
As of 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)
464
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
7/24/2025Coordinated Financial Services Inc.23,300$424K0.3%N/A0.002%
7/24/2025IFP Advisors Inc96,023$1.77M0.1%+4.8%0.009%
7/24/2025Callan Family Office LLC29,889$544K0.0%N/A0.003%
7/24/2025Blair William & Co. IL335,698$6.11M0.0%+443.9%0.030%
7/24/2025Mainstay Capital Management LLC ADV41,216$751K0.0%+114.0%0.004%
7/24/2025Game Plan Financial Advisors LLC5,200$95K0.0%-30.2%0.000%
7/24/2025US Bancorp DE37,369$680K0.0%-11.8%0.003%
7/23/2025Vontobel Holding Ltd.71,742$1.31M0.0%-51.5%0.006%
7/23/2025Matisse Capital75,310$1.37M0.6%-7.1%0.007%
7/23/2025KLP Kapitalforvaltning AS216,400$3.94M0.0%+3.5%0.020%
7/23/2025SteelPeak Wealth LLC26,478$482K0.0%-9.3%0.002%
7/22/2025 Capital Advisors Inc. OK17,402$317K0.0%+30.2%0.002%
7/22/2025 Belpointe Asset Management LLC76,552$1.39M0.1%+296.9%0.007%
7/22/2025 Valeo Financial Advisors LLC1,337,048$24.35M0.1%+3,703.9%0.121%
7/22/2025 Joule Financial LLC49,576$903K0.3%N/A0.004%
7/22/2025 Kercheville Advisors LLC162,400$2.96M1.0%N/A0.015%
7/22/2025 Simplicity Wealth LLC20,708$377K0.0%-91.0%0.002%
7/22/2025 Highland Capital Management LLC14,784$269K0.0%-83.2%0.001%
7/22/2025 Wealthcare Advisory Partners LLC12,571$229K0.0%N/A0.001%
7/22/2025 USAdvisors Wealth Management LLC16,200$295K0.1%+4.5%0.001%
7/22/2025 Sava Infond d.o.o.14,000$255K0.0%+16.7%0.001%
7/21/2025 Future Financial Wealth Managment LLC14,500$264K0.2%+7.4%0.001%
7/21/2025 111 Capital46,319$843K0.1%N/A0.004%
7/21/2025 QRG Capital Management Inc.328,197$5.98M0.1%+38.7%0.030%
7/21/2025 Fortis Capital Advisors LLC44,567$812K0.1%N/A0.004%
7/21/2025 Consolidated Investment Group LLC201,085$3.66M0.5%+33.1%0.018%
7/21/2025 Clarity Capital Partners LLC374,093$6.81M2.4%-7.2%0.034%
7/21/2025 Ameritas Advisory Services LLC5,957$108K0.0%N/A0.001%
7/21/2025 River Street Advisors LLC77,032$1.40M0.6%+14.6%0.007%
7/21/2025 Sullivan Wood Capital Management LLC153,695$2.80M5.8%N/A0.014%
7/21/2025 OLD Second National Bank of Aurora303,921$5.53M1.2%-0.7%0.027%
7/21/2025 Mirae Asset Global Investments Co. Ltd.3,536$64K0.0%-91.4%0.000%
7/21/2025 Patriot Financial Group Insurance Agency LLC16,782$306K0.0%N/A0.002%
7/21/2025 J. Safra Sarasin Holding AG12,500$228K0.0%N/A0.001%
7/18/2025 Newman Dignan & Sheerar Inc.20,118$366K0.1%+6.6%0.002%
7/18/2025 PFG Investments LLC30,427$554K0.0%-16.0%0.003%
7/18/2025 Cooper Financial Group14,155$258K0.0%-15.6%0.001%
7/18/2025 Parkside Investments LLC432,045$7.87M1.1%+1.4%0.039%
7/17/2025 Trivium Point Advisory LLC14,703$268K0.0%+26.2%0.001%
7/17/2025 Janney Montgomery Scott LLC167,370$3.05M0.0%+13.1%0.015%
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7/17/2025 Archford Capital Strategies LLC31,369$571K0.1%-7.1%0.003%
7/17/2025 San Luis Wealth Advisors LLC58,000$1.05M0.2%-2.9%0.005%
7/16/2025 Signaturefd LLC17,159$312K0.0%-20.1%0.002%
7/16/2025 Kennedy Investment Group58,300$1.06M0.5%-10.2%0.005%
7/15/2025 Xcel Wealth Management LLC70,540$1.29M0.4%-3.9%0.006%
7/15/2025 Well Done LLC253,700$4.62M0.9%+13.3%0.023%
7/15/2025 TD Private Client Wealth LLC2,562$47K0.0%+153.9%0.000%
7/15/2025 Public Employees Retirement System of Ohio330,122$6.01M0.0%+0.4%0.030%
7/14/2025 AdvisorNet Financial Inc7,165$130K0.0%+31.3%0.001%
7/14/2025 Lakeshore Financial Planning Inc.36,515$665K0.3%-32.0%0.003%
7/14/2025 U.S. Capital Wealth Advisors LLC12,554$229K0.0%-21.2%0.001%
7/14/2025 Park Avenue Securities LLC18,992$346K0.0%+34.5%0.002%
7/14/2025 Palacios Wealth Management LLC10,700$195K0.2%N/A0.001%
7/14/2025 Sowell Financial Services LLC20,835$379K0.0%-6.5%0.002%
7/11/2025 Farther Finance Advisors LLC10,771$196K0.0%+147.7%0.001%
7/11/2025 Brendel Financial Advisors LLC139,110$2.53M1.4%N/A0.013%
7/10/2025 Anderson Hoagland & Co.446,841$8.14M0.8%+0.2%0.040%
7/10/2025 White Wing Wealth Management10,250$187K0.1%N/A0.001%
7/10/2025 Global Financial Private Client LLC17,313$315K0.1%+25.4%0.002%
7/10/2025 Exchange Traded Concepts LLC352,255$6.42M0.1%N/A0.032%
7/10/2025 Wealth Enhancement Advisory Services LLC200,276$3.72M0.0%-55.5%0.018%
7/10/2025 Wedmont Private Capital21,493$435K0.0%+4.3%0.002%
7/10/2025 Baader Bank Aktiengesellschaft13,500$246K0.0%N/A0.001%
7/10/2025 KMG Fiduciary Partners LLC11,094$202K0.0%N/A0.001%
7/9/2025 Procyon Advisors LLC13,264$242K0.0%-7.5%0.001%
7/9/2025 Pallas Capital Advisors LLC14,347$261K0.0%-47.3%0.001%
7/9/2025 Fermata Advisors LLC15,710$286K0.1%+25.8%0.001%
7/9/2025 Krilogy Financial LLC11,297$206K0.0%N/A0.001%
7/9/2025 Fiduciary Alliance LLC191,913$3.50M0.3%+98.0%0.017%
7/9/2025 Triumph Capital Management107,325$1.95M0.6%+44.2%0.010%
7/9/2025 Clarus Wealth Advisors83,691$1.67M0.8%+18.0%0.008%
7/9/2025 MFG Wealth Management Inc.161,825$2.95M2.5%+3.6%0.015%
7/8/2025 Parallel Advisors LLC14,229$259K0.0%+62.5%0.001%
7/7/2025 Teamwork Financial Advisors LLC101,251$1.84M0.2%+26.2%0.009%
6/18/2025Voya Investment Management LLC184,665$2.15M0.0%+1.2%0.017%
5/28/2025Strs Ohio84,598$984K0.0%N/A0.008%
5/20/2025 Belpointe Asset Management LLC19,287$224K0.0%-44.9%0.002%
5/20/2025Intech Investment Management LLC180,798$2.10M0.0%+12.5%0.016%
5/20/2025Focus Partners Wealth314,342$3.66M0.0%+4.3%0.028%
5/20/2025Integrity Alliance LLC.16,109$187K0.0%N/A0.001%
5/19/2025SageView Advisory Group LLC11,486$134K0.0%-10.9%0.001%
5/19/2025Bayforest Capital Ltd42,130$490K0.2%N/A0.004%
5/19/2025Game Plan Financial Advisors LLC7,450$87K0.0%-9.1%0.001%
5/19/2025SCS Capital Management LLC16,601$193K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,725,268$31.70M0.0%+8.2%0.247%
5/16/2025Empowered Funds LLC33,126$385K0.0%+5.2%0.003%
5/16/2025Caxton Associates LLP11,132$129K0.0%N/A0.001%
5/16/2025Coordinated Financial Services Inc. CO25,700$299K0.2%N/A0.002%
5/16/2025NewEdge Advisors LLC195,360$2.27M0.0%+19.1%0.018%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.818,819$9.52M0.0%-2.5%0.074%
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5/16/2025Integrated Wealth Concepts LLC98,177$1.14M0.0%+13.5%0.009%
5/16/2025Edmond DE Rothschild Holding S.A.3,370$39K0.0%N/A0.000%
5/16/2025Concorde Asset Management LLC21,230$242K0.1%-8.1%0.002%
5/16/2025Alliancebernstein L.P.1,713,527$19.93M0.0%+33.2%0.155%
5/16/2025Bosun Asset Management LLC102,725$1.20M0.5%-8.2%0.009%
5/16/2025Belmont Capital LLC140,000$1.63M0.3%-42.2%0.013%
5/16/2025AQR Capital Management LLC609,266$6.90M0.0%-4.1%0.055%
5/16/2025Amundi4,812$51K0.0%-99.8%0.000%
5/15/2025Federation des caisses Desjardins du Quebec319,187$3.71M0.0%+10.0%0.029%
5/15/2025EP Wealth Advisors LLC192,811$2.24M0.0%-32.7%0.017%
(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, 672 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($1.16B), Two Sigma Advisers LP ($299.98M), Geode Capital Management LLC ($276.29M), State Street Corp ($141.97M), Dimensional Fund Advisors LP ($105.34M), Norges Bank ($103.68M), and Renaissance Technologies LLC ($102.30M).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 602 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. ($19.02M), 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 116,809,810 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

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

Of the 236 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 ($14.20M), 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 Amundi ($2.70M).

How much institutional selling is happening at SoFi Technologies?

Institutional investors have sold a total of 86,253,097 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


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This page (NASDAQ:SOFI) was last updated on 7/24/2025 by MarketBeat.com Staff
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