SoFi Technologies, Inc. (SOFI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,346,909,000Shares Outstanding

706,169,840Shares held by institutions

$13,297,178,087Value of institutional holdings

52.43%Institutional ownership %

3.21%Shares Changed QoQ

972No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

SoFi Technologies, Inc. (NASDAQ:SOFI) has 969 institutional investors that have filed 13F reports for the period ending December 2025.

Their combined ownership stood at 51.9% of outstanding shares in December 2025, down from 54.4% in September 2025.
They increased total shares held in SoFi Technologies by 2.59% from last quarter, and the number of investors in SOFI increased 39.22% annually.
Activity in SOFI broke down as 600 buyers, 240 sellers, and 129 unchanged among 969 total holders.
The aggregate institutional position in SoFi Technologies amounted to 699.09Mn shares as of December 2025, up by 17.62Mn shares quarter on quarter, and up 151.3Mn shares year over year.
Aspect Partners, LLC holds the largest position in SOFI at 849 shares as of December 31, 2025, or 0.0% of shares outstanding.
Top purchasers of SOFI stock for the quarter ending December 2025 included Bangor Savings Bank (400), Ares Financial Consulting, LLC (236), Global Wealth Strategies & Associates (159), Investors Research Corp (53).
Leading sellers of SoFi Technologies shares for the quarter ending December 2025 were Hilltop National Bank (2.03K), Aspect Partners, LLC (140).
Per Business Quant data, the top 9 holders of SoFi Technologies for the quarter ending December 2025 are Aspect Partners, LLC (849), ADIRONDACK TRUST CO (400), Bangor Savings Bank (400), Hilltop National Bank (400), Ares Financial Consulting, LLC (236), Noble Wealth Management PBC (200), Global Wealth Strategies & Associates (159), Investors Research Corp (53), Byrne Asset Management LLC (9).

972 Institutional Holders

706,169,840 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	111,003,107	3,900,895	3.64%	$2,906,061,341.00
BlackRock, Inc.	31 Dec, 2025	69,136,001	6,756,123	10.83%	$1,809,980,529.00
Jpmorgan Chase & Co	31 Dec, 2025	64,131,503	-29,448,849	-31.47%	$1,678,962,802.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	38,737,636	3,703,195	10.57%	$1,014,151,310.00
State Street Corp	31 Dec, 2025	25,937,928	1,637,430	6.74%	$679,054,955.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	23,642,936	1,951,248	9.00%	$618,395,000.00
UBS Group AG	31 Dec, 2025	15,371,200	-114,324	-0.74%	$402,418,016.00
Bank Of America Corp /De/	31 Dec, 2025	13,405,363	-12,260,241	-47.77%	$350,952,404.00
Morgan Stanley	31 Dec, 2025	13,323,366	3,350,258	33.59%	$348,805,760.00
NORGES BANK	31 Dec, 2025	12,280,945	12,280,945	0.00%	$321,515,140.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	11,741,626	998,512	9.29%	$307,395,769.00
CITADEL ADVISORS LLC	31 Dec, 2025	11,528,450	8,078,885	234.20%	$301,814,821.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	10,310,600	1,916,400	22.83%	$269,931,508.00
Royal Bank Of Canada	31 Dec, 2025	9,653,924	-505,681	-4.98%	$252,739,000.00
JANE STREET GROUP, LLC	31 Dec, 2025	9,648,573	-8,628,924	-47.21%	$252,599,642.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	9,446,103	646,397	7.35%	$247,298,977.00
Goldman Sachs Group Inc	31 Dec, 2025	8,976,168	5,228,509	139.51%	$234,996,078.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	8,746,747	-1,046,060	-10.68%	$229,021,661.00
VOLORIDGE INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	7,857,647	-2,145,747	-21.45%	$205,713,198.00
Northern Trust Corp	31 Dec, 2025	6,979,090	346,658	5.23%	$182,712,576.00

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