SoFi Technologies, Inc. (SOFI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,346,909,000Shares Outstanding

706,310,833Shares held by institutions

$11,315,099,545Value of institutional holdings

52.44%Institutional ownership %

3.20%Shares Changed QoQ

975No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

SoFi Technologies, Inc. (NASDAQ:SOFI) is held by 969 institutional investors per 13F filings through December 2025.

These investors collectively held 51.9% of SoFi Technologies's 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.
Of these 969 funds, 600 grew their exposure to SoFi Technologies, 240 cut back, and 129 maintained positions.
Altogether, these fund groups held 699.09Mn shares in SOFI by December 2025, up by 17.62Mn shares quarter on quarter, and up 151.3Mn shares year over year.
SG Americas Securities, LLC holds the largest position in SOFI at 939.15K shares as of December 31, 2025, or 0.07% of shares outstanding.
The largest buyers of SoFi Technologies for the quarter ending December 2025 were U.S. Capital Wealth Advisors, LLC (367.63K), OP Asset Management Ltd (322.53K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (270.92K), AlphaStar Capital Management, LLC (229.16K), SPIREPOINT PRIVATE CLIENT, LLC (201.55K).
Leading sellers of SoFi Technologies shares for the quarter ending December 2025 were STRS OHIO (389.44K), BI Asset Management Fondsmaeglerselskab A/S (284.14K), Teamwork Financial Advisors, LLC (247.33K), Kercheville Advisors, LLC (197.68K), ACORN FINANCIAL ADVISORY SERVICES INC /ADV (117.05K).
SoFi Technologies's 10 largest shareholders as of December 2025 include SG Americas Securities, LLC (939.15K), Sumitomo Mitsui DS Asset Management Company, Ltd (525.06K), Pictet Asset Management Holding SA (468.09K), OP Asset Management Ltd (454.83K), Lansforsakringar Fondforvaltning AB (publ) (386.95K), U.S. Capital Wealth Advisors, LLC (380.82K), ANDERSON HOAGLAND & CO (335.39K), Parkside Investments, LLC (278.84K), AlphaStar Capital Management, LLC (278.59K), Fiduciary Alliance LLC (277.82K) per Business Quant data.

987 Institutional Holders

706,310,833 Total Shares Held

Rows:

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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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