SoFi Technologies SOFI Institutional Ownership

NASDAQ SOFI
$18.06 -1.12 (-5.84%)
At close: Aug 28, 2026 · 4:00 PM EDT

Institutions by Trading Activity

921 Institutions
Increased 523 56.8%
Unchanged 138 15.0%
Reduced 260 28.2%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
51.24%
-4.02 pp QoQ
Shares Held by Institutions
658.10Mn
of 1.28Bn outstanding
-2.05% QoQ
Shares Outstanding
1.28Bn
626.20Mn held outside 13F filers
Institutional Investors
921
filed 13F for Jun 2026
+2 vs prior quarter
Net Shares Added (QoQ)
-13.75Mn
distributed since last quarter
Value of Holdings
$11.89Bn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter
Net over range
Accumulating quarters
Form 13F Holdings

921 Institutional Holders

Report period 30 Jun, 2026
Total shares held 658.10Mn
Of outstanding 51.24%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 72,444,208 5.64% 2,887,044 +4.15% $1.30Bn
2 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 57,928,852 4.51% 820,271 +1.44% $1.04Bn
3 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 50,740,132 3.95% 234,983 -0.46% $909.77Mn
4 Goldman Sachs Group Inc 0000886982 35,207,678 2.74% 22,675,109 +180.93% $631.27Mn
5 UBS Group AG 0001610520 35,168,018 2.74% 1,249,183 -3.43% $630.56Mn
6 State Street Corp 0000093751 28,763,660 2.24% 1,448,463 +5.30% $515.73Mn
7 GEODE CAPITAL MANAGEMENT, LLC 0001214717 23,356,377 1.82% 2,626,459 -10.11% $417.56Mn
8 Morgan Stanley 0000895421 19,521,442 1.52% 1,737,325 -8.17% $350.02Mn
9 D. E. Shaw & Co., Inc. 0001009207 14,691,786 1.14% 28,029,122 -65.61% $263.42Mn
10 NORGES BANK 0001374170 13,630,462 1.06% 13,630,462 0.00% $244.39Mn
11 MARSHALL WACE, LLP 0001318757 11,697,405 0.91% 5,177,721 +79.42% $209.73Mn
12 MILLENNIUM MANAGEMENT LLC 0001273087 10,493,471 0.82% 2,235,003 +27.06% $188.15Mn
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0001446194 10,236,195 0.80% 5,466,002 +114.59% $183.53Mn
14 DIMENSIONAL FUND ADVISORS LP 0000354204 10,003,025 0.78% 896,493 +9.84% $179.38Mn
15 Bank Of America Corp /De/ 0000070858 9,135,967 0.71% 1,706,381 -15.74% $163.81Mn
16 VANGUARD FIDUCIARY TRUST CO 0000933478 8,140,281 0.63% 222,470 +2.81% $145.96Mn
17 Northern Trust Corp 0000073124 7,620,475 0.59% 273,810 +3.73% $136.64Mn
18 Sixth Street Partners Management Company, L.P. 0001812095 7,280,268 0.57% 7,280,268 0.00% $130.54Mn
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 7,280,268 0.57% 809,882 +12.52% $130.54Mn
19 Citigroup Inc 0000831001 6,283,079 0.49% 1,213,204 -16.18% $112.66Mn