SoFi Technologies SOFI Institutional Ownership

NASDAQ SOFI

$16.96 +0.23 (+1.37%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

925 Institutions

Increased 527 57.0%

Unchanged 138 14.9%

Reduced 260 28.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

51.30%

▼-3.96 pp QoQ

Shares Held by Institutions

658.80Mn

of 1.28Bn outstanding

▼-2.04% QoQ

Shares Outstanding

1.28Bn

625.50Mn held outside 13F filers

Institutional Investors

925

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

-13.73Mn

distributed since last quarter

Value of Holdings

$11.17Bn

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 —

Ownership Summary

Quarter ending 30 Jun, 2026

SoFi Technologies, Inc. (NASDAQ:SOFI) has 924 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 51.3% of outstanding shares in June 2026, down from 55.3% in March 2026.
Their total shares held in SOFI decreased -2.04% quarter over quarter, and separately, investors owning SoFi Technologies increased 24.7% from a year ago.
Of these 924 holders, 526 added to their stakes in SoFi Technologies, 260 trimmed positions, and 138 made no changes.
The aggregate institutional position in SoFi Technologies amounted to 658.8Mn shares as of June 2026, down by 13.73Mn shares quarter on quarter, and up 90.02Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in SoFi Technologies with 72.44Mn shares, accounting for 5.64% of total shares outstanding.
Leading buyers of SoFi Technologies shares for the quarter ending June 2026 were Goldman Sachs Group Inc (22.68Mn), NORGES BANK (13.63Mn), Sixth Street Partners Management Company, L.P. (7.28Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (5.47Mn), MARSHALL WACE, LLP (5.18Mn).
The largest sellers of SoFi Technologies for the quarter ending June 2026 were D. E. Shaw & Co., Inc. (28.03Mn), JANE STREET GROUP, LLC (16.54Mn), VOLORIDGE INVESTMENT MANAGEMENT, LLC (10.33Mn), CITADEL ADVISORS LLC (9.9Mn), HRT FINANCIAL LP (5.13Mn).
Per Business Quant data, the top 10 holders of SoFi Technologies for the quarter ending June 2026 are BlackRock, Inc. (72.44Mn), VANGUARD CAPITAL MANAGEMENT LLC (57.93Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (50.74Mn), Goldman Sachs Group Inc (35.21Mn), UBS Group AG (35.17Mn), State Street Corp (28.76Mn), GEODE CAPITAL MANAGEMENT, LLC (23.36Mn), Morgan Stanley (19.52Mn), D. E. Shaw & Co., Inc. (14.69Mn), NORGES BANK (13.63Mn).

Form 13F Holdings

923 Institutional Holders

Report period 30 Jun, 2026

Total shares held 658.80Mn

Of outstanding 51.30%

#	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

Showing 1 to 20 of 923 holders