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SoFi Technologies (SOFI) Institutional Ownership

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$13.72 +0.85 (+6.60%)
Closing price 04:00 PM Eastern
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$13.71 -0.01 (-0.07%)
As of 05:42 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)
402
Total
Institutional Inflows
(last 12 months)
$1.44B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$770.28M
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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
3/18/2025 California 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%
3/12/2025 Centaurus Financial Inc.11,201$172K0.0%N/A0.001%
3/5/2025 Probity Advisors Inc.22,925$353K0.1%-6.7%0.002%
2/28/2025 Total 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%
2/27/2025 Carolinas Wealth Consulting LLC25,000$385K0.1%-37.5%0.002%
2/26/2025 LM Advisors LLC127,805$1.97M0.3%-3.5%0.012%
2/26/2025 Virtue Capital Management LLC63,741$982K0.2%N/A0.006%
2/25/2025 B. Riley Wealth Advisors Inc.13,544$209K0.0%-15.4%0.001%
2/25/2025 Integrated Advisors Network LLC49,774$767K0.0%-5.0%0.005%
2/20/2025 Forum Financial Management LP41,446$638K0.0%+15.2%0.004%
2/19/2025 Warm Springs Advisors Inc.160,000$2.46M2.3%N/A0.015%
2/19/2025 CTC Alternative Strategies Ltd.17,212$265K0.3%N/A0.002%
2/19/2025 Parr Mcknight Wealth Management Group LLC10,500$162K0.0%N/A0.001%
2/19/2025 Public Employees Retirement System of Ohio363,209$5.59M0.0%-2.9%0.033%
2/18/2025 Sunbelt Securities Inc.9,750$152K0.0%+849.4%0.001%
2/18/2025 Highview Capital Management LLC DE 74,782$1.15M0.4%N/A0.007%
2/18/2025 Pinkerton Retirement Specialists LLC17,786$274K0.0%N/A0.002%
2/18/2025 Elequin Capital LP2,726$42K0.0%+30.1%0.000%
2/18/2025 Focus Partners Advisor Solutions LLC20,558$317K0.0%+16.5%0.002%
2/18/2025 Mpwm Advisory Solutions LLC2,110$32K0.0%N/A0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,519,360$38.80M0.0%+17.8%0.232%
2/17/2025 Voloridge Investment Management LLC4,879,142$75.14M0.3%N/A0.450%
2/17/2025 Vident Advisory LLC12,859$198K0.0%-21.2%0.001%
2/17/2025 Visionary Wealth Advisors10,896$168K0.0%-23.7%0.001%
2/17/2025 Two Sigma Advisers LP19,479,200$299.98M0.7%N/A1.795%
2/17/2025 Tidal Investments LLC185,677$2.86M0.0%+302.2%0.017%
2/17/2025 Prentice Capital Management LP199,581$3.07M5.3%-20.2%0.018%
2/17/2025 Quadcap Wealth Management LLC10,337$159K0.0%-10.9%0.001%
2/17/2025 Quantinno Capital Management LP93,749$1.44M0.0%-56.8%0.009%
2/17/2025 Patient Capital Management LLC4,251,680$65.48M3.0%-26.6%0.392%
2/17/2025 Man Group plc448,460$6.91M0.0%N/A0.041%
2/17/2025 Nuveen Asset Management LLC4,084,871$62.91M0.0%-1.4%0.376%
2/17/2025 Maven Securities LTD16,500$254K0.0%N/A0.002%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.840,102$12.94M0.0%+3.0%0.077%
2/17/2025 Lazard Asset Management LLC19,649$301K0.0%+94.4%0.002%
2/17/2025 Janus 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%
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2/17/2025 Focus Partners Wealth301,511$4.64M0.0%+11.7%0.028%
2/17/2025 FORA Capital LLC667,278$10.28M1.2%+327.9%0.061%
2/17/2025 Deutsche Bank AG717,143$11.04M0.0%+1,222.7%0.066%
2/17/2025 EP Wealth Advisors LLC286,461$4.41M0.0%-23.8%0.026%
2/17/2025 CoreCap Advisors LLC16,889$260K0.0%+105.7%0.002%
2/17/2025 Cresset Asset Management LLC438,581$6.75M0.0%-50.6%0.040%
2/17/2025 Cetera Investment Advisers520,044$8.01M0.0%-35.3%0.048%
2/17/2025 Centiva Capital LP133,922$2.06M0.0%-59.1%0.012%
2/17/2025 Bosun Asset Management LLC111,918$1.72M0.8%N/A0.010%
2/17/2025 Brevan Howard Capital Management LP299,605$4.61M0.0%-52.0%0.028%
2/17/2025 Capstone Investment Advisors LLC23,504$362K0.0%N/A0.002%
2/17/2025 Captrust Financial Advisors38,453$592K0.0%+29.7%0.004%
2/17/2025 Cary Street Partners Financial LLC21,977$338K0.0%N/A0.002%
2/17/2025 Azora Capital LP4,419,345$68.06M3.1%+1.6%0.407%
2/17/2025 Baird Financial Group Inc.80,837$1.25M0.0%+10.9%0.007%
2/17/2025 Benjamin Edwards Inc.56,710$873K0.0%-23.9%0.005%
2/17/2025 Ameriprise Financial Inc.696,799$10.73M0.0%+4.1%0.064%
2/17/2025 Algert Global LLC310,367$4.78M0.1%+14.3%0.029%
2/17/2025 Aptus Capital Advisors LLC33,496$516K0.0%-86.8%0.003%
2/17/2025 AXA S.A.231,954$3.57M0.0%-13.0%0.021%
2/14/2025 Mercer Global Advisors Inc. ADV172,984$2.66M0.0%+17.3%0.016%
2/14/2025 Triumph Capital Management69,446$1.07M0.4%-82.0%0.006%
2/14/2025 Comerica Bank21,841$336K0.0%-17.7%0.002%
2/14/2025 Voleon Capital Management LP131,853$2.03M0.2%N/A0.012%
2/14/2025 Utah Retirement Systems175,300$2.70M0.0%+2.8%0.016%
2/14/2025 PDT Partners LLC290,557$4.48M0.4%-60.8%0.027%
2/14/2025 Schonfeld Strategic Advisors LLC127,444$1.96M0.0%N/A0.012%
2/14/2025 AQR Capital Management LLC635,594$9.79M0.0%+28.5%0.059%
2/14/2025 Northern Trust Corp6,052,301$93.21M0.0%+22.7%0.558%
2/14/2025 The Manufacturers Life Insurance Company 219,718$3.38M0.0%-18.0%0.020%
2/14/2025 Beacon Pointe Advisors LLC173,874$2.68M0.0%+18.2%0.016%
2/14/2025 Quarry LP3,096$48K0.0%-53.3%0.000%
2/14/2025 Aquatic Capital Management LLC1,737,323$26.76M0.7%N/A0.160%
2/14/2025 Coldstream Capital Management Inc.14,691$226K0.0%+24.2%0.001%
2/14/2025 HBK Investments L P100,000$1.54M0.0%N/A0.009%
2/14/2025 Kovitz Investment Group Partners LLC26,813$413K0.0%-44.9%0.002%
2/14/2025 Voya Investment Management LLC182,479$2.81M0.0%-3.3%0.017%
2/14/2025 Integrated Wealth Concepts LLC86,488$1.33M0.0%+150.9%0.008%
2/14/2025 Price T Rowe Associates Inc. MD1,518,141$23.38M0.0%+2.8%0.140%
2/14/2025 Quantessence Capital LLC52,026$801K0.3%N/A0.005%
2/14/2025 Aldebaran Financial Inc.31,840$498K0.6%-10.6%0.003%
2/14/2025 Hsbc Holdings PLC13,005$204K0.0%N/A0.001%
2/14/2025 Soros Capital Management LLC515,500$7.94M1.3%N/A0.048%
2/14/2025 Stifel Financial Corp62,546$963K0.0%-33.6%0.006%
2/14/2025 TD Waterhouse Canada Inc.8,559$132K0.0%-35.2%0.001%
2/14/2025 Tower Research Capital LLC TRC 19,643$303K0.0%+133.0%0.002%
2/14/2025 Tradition Wealth Management LLC63,065$971K0.1%+9.6%0.006%
2/14/2025 Transce3nd LLC7,500$116K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC1,208,060$18.60M0.1%-18.9%0.111%
2/14/2025 Dimensional Fund Advisors LP14,310,766$220.40M0.1%-42.1%1.319%
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2/14/2025 First Trust Advisors LP2,686,667$41.38M0.0%+583.6%0.248%
2/14/2025 Forum Financial Management LP41,446$638K0.0%+15.2%0.004%
2/13/2025 CANADA LIFE ASSURANCE Co230,693$3.55M0.0%-1.4%0.021%
2/13/2025 Marshall Wace LLP105,947$1.63M0.0%-98.7%0.010%
2/13/2025 Zacks Investment Management477,206$7.35M0.1%-0.4%0.044%
2/13/2025 Garden State Investment Advisory Services LLC13,825$213K0.1%-13.1%0.001%
2/13/2025 NewEdge Advisors LLC164,000$2.53M0.0%-31.4%0.015%
2/13/2025 EAM Global Investors LLC330,577$5.09M0.9%N/A0.030%
2/13/2025 Regal Investment Advisors LLC16,548$255K0.0%N/A0.002%
2/13/2025 Jump Financial LLC857,715$13.21M0.3%+3,655.8%0.079%
(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, 617 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 547 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 193,494,896 shares in the last 24 months. This purchase volume represents approximately $2.05B 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 66,101,164 shares in the last 24 months. This volume of shares sold represents approximately $859.59M in transactions.


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This page (NASDAQ:SOFI) was last updated on 3/24/2025 by MarketBeat.com Staff
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