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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$18.21 +1.03 (+6.00%)
As of 06/30/2025 04:00 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)
451
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$1.14B
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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
6/18/2025Voya Investment Management LLC184,665$2.15M0.0%+1.2%0.017%
5/28/2025Strs Ohio84,598$984K0.0%N/A0.008%
5/20/2025Belpointe 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%
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%
5/15/2025PDT Partners LLC248,690$2.89M0.2%-14.4%0.023%
5/15/2025Focus Partners Advisor Solutions LLC24,225$282K0.0%+17.8%0.002%
5/15/2025Quarry LP14,626$170K0.0%+372.4%0.001%
5/15/2025Calton & Associates Inc.22,601$263K0.1%+26.6%0.002%
5/15/2025Baird Financial Group Inc.78,685$915K0.0%-2.7%0.007%
5/15/2025Azora Capital LP2,252,335$26.20M1.8%-49.0%0.205%
5/15/2025Vident Advisory LLC25,191$293K0.0%+95.9%0.002%
5/15/2025Canada Pension Plan Investment Board316,100$3.68M0.0%N/A0.029%
5/15/2025Vermillion & White Wealth Management Group LLC7,000$81K0.1%+16.7%0.001%
5/15/2025State of Wyoming13,303$155K0.0%N/A0.001%
5/15/2025Trexquant Investment LP1,026,493$11.94M0.1%+66.1%0.094%
5/14/2025CreativeOne Wealth LLC11,011$128K0.0%-9.6%0.001%
5/14/2025FORA Capital LLC937,942$10.91M1.1%+40.6%0.086%
5/14/2025Comerica Bank13,200$154K0.0%-39.6%0.001%
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5/14/2025Quantitative Investment Management LLC246,139$2.86M0.3%N/A0.022%
5/14/2025Jump Financial LLC195,727$2.28M0.0%-77.2%0.018%
5/14/2025SVB Wealth LLC2,447$28K0.0%N/A0.000%
5/14/2025Northwestern Mutual Wealth Management Co.137,510$1.60M0.0%-27.7%0.013%
5/14/2025Kestra Advisory Services LLC150,543$1.75M0.0%-3.8%0.014%
5/14/2025Compound Planning Inc.25,664$298K0.0%+20.9%0.002%
5/14/2025Hobbs Group Advisors LLC15,339$178K0.1%-68.7%0.001%
5/14/2025Estate Counselors LLC286,025$3.33M0.3%N/A0.026%
5/14/2025Tradition Wealth Management LLC73,011$849K0.1%+15.8%0.007%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.96,972$1.12M0.0%N/A0.009%
5/14/2025BI Asset Management Fondsmaeglerselskab A S6,110$71K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC17,105$197K0.0%+31.5%0.002%
5/13/2025Northern Trust Corp5,987,994$69.64M0.0%-1.1%0.546%
5/13/2025Brooklyn Investment Group7,237$84K0.0%+100.6%0.001%
5/13/2025Versor Investments LP21,900$255K0.0%N/A0.002%
5/13/2025Freestone Capital Holdings LLC29,961$348K0.0%-35.9%0.003%
5/13/2025CacheTech Inc.17,333$201K0.0%N/A0.002%
5/13/2025Algert Global LLC321,447$3.74M0.1%+3.6%0.029%
5/13/2025Raymond James Financial Inc.619,902$7.21M0.0%-34.1%0.057%
5/13/2025Adams Wealth Management17,333$201K0.0%N/A0.002%
5/13/2025Cresset Asset Management LLC429,289$4.99M0.0%-2.1%0.039%
5/13/2025State of New Jersey Common Pension Fund D356,808$4.15M0.0%-7.2%0.033%
5/13/2025Nations Financial Group Inc. IA ADV123,502$1.44M0.1%-58.3%0.011%
5/13/2025American Century Companies Inc.296,556$3.45M0.0%+2.5%0.027%
5/13/2025Dimensional Fund Advisors LP9,056,263$105.34M0.0%-36.7%0.826%
5/13/2025Fox Run Management L.L.C.40,707$473K0.1%N/A0.004%
5/13/2025Trivium Point Advisory LLC11,653$136K0.0%+12.1%0.001%
5/13/2025Kovitz Investment Group Partners LLC46,049$536K0.0%+71.7%0.004%
5/13/2025Cookson Peirce & Co. Inc.74,829$870K0.0%+89.9%0.007%
5/13/2025NFP Retirement Inc.572,437$6.66M0.5%-0.6%0.052%
5/13/2025Russell Investments Group Ltd.92,343$1.07M0.0%+75.7%0.008%
5/13/2025Rathbones Group PLC15,167$176K0.0%N/A0.001%
5/12/2025Motley Fool Asset Management LLC18,235$212K0.0%N/A0.002%
5/12/2025Independent Advisor Alliance26,800$312K0.0%+55.9%0.002%
5/12/2025Nuveen LLC4,094,223$47.62M0.0%N/A0.373%
5/12/2025Aigen Investment Management LP67,873$789K0.1%+275.5%0.006%
5/12/2025Virtu Financial LLC92,312$1.07M0.1%+3.2%0.008%
5/12/2025Entropy Technologies LP473,935$5.51M0.5%+42.1%0.043%
5/12/2025Invesco Ltd.911,464$10.60M0.0%-35.3%0.083%
5/12/2025Mizuho Markets Americas LLC3,187,944$37.08M0.8%+9.6%0.291%
5/12/2025Sierra Summit Advisors LLC835,380$9.72M2.1%N/A0.076%
5/12/2025Connor Clark & Lunn Investment Management Ltd.1,611,700$18.74M0.1%-41.0%0.147%
5/12/2025Townsquare Capital LLC871,680$10.14M0.1%+13.9%0.079%
5/12/2025National Bank of Canada FI21,853$254K0.0%-26.4%0.002%
5/12/2025Swiss National Bank1,997,300$23.23M0.0%+0.3%0.182%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.4,339,349$50.47M0.0%+58.3%0.396%
5/12/2025Accuvest Global Advisors24,132$281K0.2%N/A0.002%
5/12/2025Maryland State Retirement & Pension System49,415$575K0.0%-16.1%0.005%
5/9/2025Headlands Technologies LLC2,380$28K0.0%N/A0.000%
5/9/2025Deutsche Bank AG80,296$934K0.0%-88.8%0.007%
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5/9/2025Charles Schwab Investment Management Inc.6,472,726$75.28M0.0%+2.5%0.590%
5/9/2025Evolution Wealth Advisors LLC18,915$220K0.0%+24.2%0.002%
5/9/2025Tidemark LLC4,378$51K0.0%+552.5%0.000%
5/9/2025Vanguard Group Inc.99,467,295$1.16B0.0%+1.1%9.071%
5/9/2025Atria Wealth Solutions Inc.203,504$2.37M0.0%-32.1%0.019%
5/9/2025Strategic Investment Solutions Inc. IL4,273$50K0.0%+754.6%0.000%
5/9/2025Probity Advisors Inc.22,091$257K0.0%-3.6%0.002%
5/9/2025Earned Wealth Advisors LLC34,047$396K0.1%N/A0.003%
5/9/2025Allianz SE12,670$147K0.0%N/A0.001%
5/9/2025BIT Capital GmbH13,551$158K0.0%N/A0.001%
(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, 665 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 591 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 115,216,357 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 226 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 85,868,303 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NASDAQ:SOFI) was last updated on 7/1/2025 by MarketBeat.com Staff
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