| 57.9M |
| $1.04B |
| +1.4% |
| 4.516% |
| 0.02% |
| 4 | JANE STREET GROUP, LLC | 57.0M | $1.02B | -43.7% | 4.441% | 0.08% |
| 5 | UBS Group AG | 55.7M | $999.0M | -5.9% | 4.344% | 0.13% |
| 6 | GOLDMAN SACHS GROUP INC | 52.4M | $939.0M | +176.8% | 4.083% | 0.08% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 50.7M | $909.8M | -0.5% | 3.956% | 0.04% |
| 8 | CITADEL ADVISORS LLC | 36.7M | $657.4M | -23.3% | 2.858% | 0.04% |
| 9 | STATE STREET CORP | 28.8M | $515.7M | +5.3% | 2.242% | 0.01% |
| 10 | D. E. Shaw & Co., Inc. | 25.0M | $449.0M | -54.1% | 1.952% | 0.21% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 23.4M | $417.6M | -10.1% | 1.821% | 0.02% |
| 12 | MORGAN STANLEY | 19.5M | $350.0M | -8.2% | 1.522% | 0.02% |
| 13 | NORGES BANK | 13.6M | $244.4M | — | 1.063% | 0.02% |
| 14 | MILLENNIUM MANAGEMENT LLC | 13.3M | $238.7M | +17.2% | 1.038% | 0.09% |
| 15 | MARSHALL WACE, LLP | 11.7M | $209.7M | +79.4% | 0.912% | 0.17% |
| 16 | BANK OF MONTREAL /CAN/ | 10.5M | $188.7M | -19.3% | 0.820% | 0.06% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 10.0M | $179.4M | +9.8% | 0.780% | 0.03% |
| 18 | BANK OF AMERICA CORP /DE/ | 9.1M | $163.8M | -15.7% | 0.712% | 0.01% |
| 19 | Walleye Trading LLC | 8.9M | $159.7M | +11.8% | 0.694% | 0.18% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 8.1M | $146.0M | +2.8% | 0.635% | 0.03% |
| 21 | NORTHERN TRUST CORP | 7.6M | $136.6M | +3.7% | 0.594% | 0.02% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.3M | $130.5M | +12.5% | 0.568% | 0.02% |
| 23 | CITIGROUP INC | 6.9M | $124.3M | -21.9% | 0.540% | 0.04% |
| 24 | Capula Management Ltd | 6.0M | $107.6M | — | 0.468% | 0.38% |
| 25 | WELLS FARGO & COMPANY/MN | 5.9M | $105.5M | +33.0% | 0.459% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SOFI — a direct measure of their conviction.
| 51.98% |
| 4.82 pp |
| $6.51B |
| 31% |
| Q4 2024 | 671 | +12% | 56.80% | +6.83 pp | $9.41B | +125% |
| Q3 2024 | 597 | — | 49.97% | — | $4.18B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
112 institutions opened new positions in SOFI during Q2 2026, while 118 fully exited. 634 added to existing positions and 155 trimmed.
SOFI institutional ownership fell by 7.76 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 57.2% of all reported 13F value in SOFI, and the top 25 account for 75.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
SoFi Technologies, Inc. (SOFI) Institutional Ownership