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SoFi Technologies (SOFI) Institutional Ownership

SoFi Technologies logo
$15.35 +0.32 (+2.13%)
(As of 12/20/2024 05:45 PM ET)
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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)
310
Total
Institutional Inflows
(last 12 months)
$727.96M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$96.75M
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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
12/19/2024 Principal Financial Group Inc.70,095$551K0.0%-11.0%0.006%
12/13/2024 B. Riley Wealth Advisors Inc.16,017$126K0.0%-85.3%0.001%
11/25/2024 Tidal Investments LLC46,167$363K0.0%-71.5%0.004%
11/25/2024 World Investment Advisors LLC21,745$171K0.0%+6.5%0.002%
11/25/2024 Sanctuary Advisors LLC39,981$314K0.0%-63.9%0.004%
11/21/2024 Aldebaran Financial Inc.35,600$280K0.3%-10.1%0.003%
11/20/2024 Virtu Financial LLC209,778$1.65M0.1%N/A0.019%
11/18/2024 Hobbs Group Advisors LLC49,000$385K0.1%-19.7%0.005%
11/18/2024 Coldstream Capital Management Inc.11,826$93K0.0%N/A0.001%
11/16/2024 Geode Capital Management LLC17,619,084$138.52M0.0%+2.1%1.653%
11/15/2024 M&T Bank Corp45,582$359K0.0%+5.4%0.004%
11/15/2024 Public Employees Retirement System of Ohio374,211$2.94M0.0%-4.7%0.035%
11/15/2024 Y Intercept Hong Kong Ltd243,598$1.92M0.1%N/A0.023%
11/15/2024 MML Investors Services LLC1,489,932$11.71M0.0%+15.1%0.140%
11/15/2024 Kensington Investment Counsel LLC26,740$210K0.1%+12.9%0.003%
11/15/2024 Orion Portfolio Solutions LLC21,585$170K0.0%-11.4%0.002%
11/15/2024 Zacks Investment Management479,180$3.77M0.0%N/A0.045%
11/15/2024 EP Wealth Advisors LLC375,765$2.95M0.0%-1.8%0.035%
11/15/2024 Kovitz Investment Group Partners LLC48,681$383K0.0%N/A0.005%
11/15/2024 Wellington Management Group LLP25,305$199K0.0%-255.6%0.002%
11/15/2024 Texas Capital Bank Wealth Management Services Inc50,000$393K0.0%-50.0%0.005%
11/15/2024 State Street Corp18,062,855$141.97M0.0%+1.7%1.695%
11/15/2024 Stifel Financial Corp94,193$740K0.0%-13.2%0.009%
11/15/2024 Quadrature Capital Ltd2,036,104$16.01M0.4%N/A0.191%
11/15/2024 Quantinno Capital Management LP217,072$1.71M0.0%+590.9%0.020%
11/15/2024 Quarry LP6,625$52K0.0%-47.8%0.001%
11/15/2024 Reynders McVeigh Capital Management LLC203,049$1.60M0.1%-2.6%0.019%
11/15/2024 Point72 DIFC Ltd409,506$3.22M0.1%N/A0.038%
11/15/2024 Prentice Capital Management LP250,117$1.97M4.4%+66.6%0.023%
11/15/2024 Integrated Wealth Concepts LLC34,467$271K0.0%+79.8%0.003%
11/15/2024 Janus Henderson Group PLC479,495$3.77M0.0%+5.9%0.045%
11/15/2024 Hilltop Holdings Inc.10,400$82K0.0%-21.4%0.001%
11/15/2024 Centiva Capital LP327,351$2.57M0.1%N/A0.031%
11/15/2024 Benjamin Edwards Inc.74,500$585K0.0%+10,512.5%0.007%
11/15/2024 Azora Capital LP4,348,068$34.18M1.8%+8.8%0.408%
11/15/2024 Paloma Partners Management Co14,176$111K0.0%N/A0.001%
11/15/2024 Point72 Asia Singapore Pte. Ltd.12,612$99K0.0%N/A0.001%
11/14/2024 Tradition Wealth Management LLC57,533$452K0.0%+3.4%0.005%
11/14/2024 Edgestream Partners L.P.404,277$3.18M0.1%+55.4%0.038%
11/14/2024 Captrust Financial Advisors29,639$233K0.0%+2.8%0.003%
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11/14/2024 Rockefeller Capital Management L.P.2,209,266$17.37M0.0%+20.6%0.207%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,139,142$16.81M0.0%-9.7%0.201%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank230,827$1.81M0.0%+3.6%0.022%
11/14/2024 FORA Capital LLC155,959$1.23M0.1%N/A0.015%
11/14/2024 CreativeOne Wealth LLC12,001$94K0.0%N/A0.001%
11/13/2024 Townsquare Capital LLC928,446$7.30M0.1%-14.5%0.087%
11/13/2024 Brooklyn Investment Group3,551$28K0.0%N/A0.000%
11/13/2024 Quantbot Technologies LP8,519$67K0.0%-95.8%0.001%
11/13/2024 FMR LLC92,632$728K0.0%+154.8%0.009%
11/13/2024 D.A. Davidson & CO.87,664$689K0.0%+3.9%0.008%
11/13/2024 The Manufacturers Life Insurance Company267,956$2.11M0.0%+1.6%0.025%
11/13/2024 Qsemble Capital Management LP118,279$930K0.2%N/A0.011%
11/12/2024 Summit Trail Advisors LLC280,464$2.20M0.1%+0.3%0.026%
11/12/2024 Baltimore Washington Financial Advisors Inc.525,151$4.13M0.2%+4.0%0.049%
11/12/2024 Algert Global LLC271,486$2.13M0.1%-5.3%0.025%
11/12/2024 Cerity Partners LLC705,371$5.54M0.0%+24.5%0.066%
11/12/2024 Great Valley Advisor Group Inc.75,272$592K0.0%+24.1%0.007%
11/12/2024 Nwam LLC40,104$315K0.0%+22.1%0.004%
11/12/2024 Raymond James Trust N.A.13,250$104K0.0%-8.0%0.001%
11/12/2024 Concorde Asset Management LLC16,845$132K0.1%-10.8%0.002%
11/12/2024 Charles Schwab Investment Management Inc.6,145,837$48.31M0.0%+1.4%0.577%
11/8/2024 Citizens Financial Group Inc. RI240,735$1.89M0.0%+41.5%0.023%
11/8/2024 Moors & Cabot Inc.853,690$6.71M0.3%+11.2%0.080%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.3,940,340$30.97M0.2%+214.9%0.370%
11/8/2024 Segall Bryant & Hamill LLC449,135$3.53M0.0%-3.9%0.042%
11/8/2024 SouthState Corp8,505$67K0.0%N/A0.001%
11/8/2024 Prospera Financial Services Inc95,963$754K0.0%-1.6%0.009%
11/7/2024 Caprock Group LLC727,113$5.72M0.2%-1.5%0.068%
11/7/2024 Pathstone Holdings LLC192,057$1.51M0.0%+13.2%0.018%
11/7/2024 Drive Wealth Management LLC39,350$309K0.1%+11.5%0.004%
11/7/2024 Swiss National Bank1,960,500$15.41M0.0%-0.7%0.184%
11/7/2024 Claro Advisors LLC25,550$201K0.0%+40.0%0.002%
11/6/2024 Mount Lucas Management LP117,000$920K0.3%N/A0.011%
11/6/2024 River Street Advisors LLC57,369$451K0.2%+21.7%0.005%
11/6/2024 Mizuho Markets Americas LLC2,942,737$23.13M0.5%-3.4%0.276%
11/6/2024 Empowered Funds LLC41,277$324K0.0%+5.0%0.004%
11/6/2024 CIBC Asset Management Inc28,409$223K0.0%+3.5%0.003%
11/6/2024 OneDigital Investment Advisors LLC24,498$193K0.0%+30.0%0.002%
11/6/2024 Balboa Wealth Partners10,450$82K0.0%N/A0.001%
11/6/2024 Oak Harbor Wealth Partners LLC11,000$86K0.0%+10.0%0.001%
11/6/2024 Huntington National Bank8,856$70K0.0%+442.0%0.001%
11/6/2024 Hourglass Capital LLC65,000$511K0.1%-41.4%0.006%
11/6/2024 Axim Planning & Wealth32,918$259K0.3%-10.4%0.003%
11/6/2024 Kovack Advisors Inc.80,540$633K0.1%-40.3%0.008%
11/6/2024 Hartline Investment Corp10,107$79K0.0%-67.7%0.001%
11/5/2024 Victory Capital Management Inc.128,661$1.01M0.0%+1.0%0.012%
11/5/2024 Aptus Capital Advisors LLC254,639$2.00M0.0%-1.5%0.024%
11/5/2024 Verus Capital Partners LLC19,018$149K0.0%N/A0.002%
11/5/2024 Platform Technology Partners11,155$88K0.0%N/A0.001%
11/5/2024 Sumitomo Mitsui Trust Group Inc.10,046,261$78.96M0.1%-12.3%0.942%
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11/5/2024 GSA Capital Partners LLP84,623$665K0.1%-27.2%0.008%
11/5/2024 Harbour Investments Inc.62,099$488K0.0%+5.0%0.006%
11/5/2024 Entropy Technologies LP110,600$869K0.1%+52.0%0.010%
11/5/2024 Keystone Financial Services12,622$99K0.0%N/A0.001%
11/4/2024 Jaffetilchin Investment Partners LLC57,023$448K0.0%+57.3%0.005%
11/4/2024 Consolidated Investment Group LLC138,000$1.09M0.2%+119.0%0.013%
11/4/2024 State of New Jersey Common Pension Fund D384,628$3.02M0.0%-2.1%0.036%
11/4/2024 Axxcess Wealth Management LLC16,479$130K0.0%-34.6%0.002%
11/4/2024 Sigma Planning Corp42,929$337K0.0%-23.4%0.004%
11/1/2024 Acorn Financial Advisory Services Inc. ADV141,087$1.11M0.2%-10.7%0.013%
(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, 514 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 459 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 137,935,035 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 218 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 23,984,729 shares in the last 24 months. This volume of shares sold represents approximately $176.89M in transactions.


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This page (NASDAQ:SOFI) was last updated on 12/22/2024 by MarketBeat.com Staff
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