SOFI Institutional Ownership & Shareholders
SOFI TECHNOLOGIES INC (SOFI) is currently held by 903 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.57B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SOFI tracked by InsiderSet, reporting ownership valued at approximately $1.30B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.21B, representing an estimated loss of -6.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed SOFI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in SOFI TECHNOLOGIES INC (SOFI).
This page ranks the largest institutional SOFI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
903
Total Reported Value
$11.57B
Largest Holder
Blackrock, Inc.
Largest Position
$1.30B
Insider Transactions (90d)
32
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 72,444,208 | $1,298,924,652 | $1,214,164,926 | -$84,759,726 | -6.53% | |
| Vanguard Capital Management Llc | 0.02% | 57,928,852 | $1,038,664,316 | $970,887,560 | -$67,776,756 | -6.53% | |
| Vanguard Portfolio Management Llc | 0.04% | 50,740,132 | $909,770,567 | $850,404,612 | -$59,365,955 | -6.53% | |
| Goldman Sachs Group Inc | 0.07% | 35,207,678 | $631,273,658 | $590,080,683 | -$41,192,975 | -6.53% | |
| Ubs Group Ag | 0.10% | 35,168,018 | $630,562,562 | $589,415,982 | -$41,146,580 | -6.53% | |
| State Street Corp | 0.02% | 28,763,660 | $515,732,424 | $482,078,942 | -$33,653,482 | -6.53% | |
| Geode Capital Management, Llc | 0.02% | 23,356,377 | $417,564,067 | $391,452,879 | -$26,111,188 | -6.25% | |
| Morgan Stanley | 0.02% | 19,521,442 | $350,019,518 | $327,179,368 | -$22,840,150 | -6.53% | |
| D. E. Shaw & Co., Inc. | 0.16% | 14,691,786 | $263,423,723 | $246,234,333 | -$17,189,390 | -6.53% | |
| Norges Bank | 0.02% | 13,630,462 | $244,394,184 | $228,446,543 | -$15,947,641 | -6.53% | |
| Marshall Wace, Llp | 0.18% | 11,697,405 | $209,734,474 | $196,048,508 | -$13,685,966 | -6.53% | |
| Millennium Management Llc | 0.13% | 10,493,471 | $188,147,935 | $175,870,574 | -$12,277,361 | -6.53% | |
| Susquehanna International Group, Llp | 0.16% | 10,236,195 | $183,534,976 | $171,558,628 | -$11,976,348 | -6.53% | |
| Dimensional Fund Advisors Lp | 0.03% | 10,003,025 | $179,381,186 | $167,650,699 | -$11,730,487 | -6.54% | |
| Bank Of America Corp | 0.01% | 9,135,967 | $163,807,884 | $153,118,807 | -$10,689,077 | -6.53% | |
| Vanguard Fiduciary Trust Co | 0.03% | 8,140,281 | $145,955,238 | $136,431,110 | -$9,524,128 | -6.53% | |
| Northern Trust Corp | 0.02% | 7,620,475 | $136,635,116 | $127,719,161 | -$8,915,955 | -6.53% | |
| Charles Schwab Investment Management Inc | 0.02% | 7,280,268 | $130,535,205 | $122,017,292 | -$8,517,913 | -6.53% | |
| Citigroup Inc | 0.05% | 6,283,079 | $112,655,606 | $105,304,404 | -$7,351,202 | -6.53% | |
| Bank Of Montreal | 0.04% | 6,168,171 | $110,595,307 | $103,378,546 | -$7,216,761 | -6.53% | |
| Wells Fargo & Company/Mn | 0.02% | 5,885,387 | $105,524,988 | $98,639,086 | -$6,885,902 | -6.53% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.05% | 5,239,086 | $93,936,812 | $87,807,081 | -$6,129,731 | -6.53% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | 5,647,053 | $88,771,673 | $94,644,608 | +$5,872,935 | +6.62% | |
| Harvest Portfolios Group Inc. | 1.22% | 4,806,357 | $86,177,981 | $80,554,543 | -$5,623,438 | -6.53% | |
| Royal Bank Of Canada | 0.01% | 4,754,654 | $85,252,000 | $79,688,001 | -$5,563,999 | -6.53% | |
| Worldquant Millennium Advisors Llc | 0.26% | 4,252,871 | $76,253,977 | $71,278,118 | -$4,975,859 | -6.53% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 4,726,732 | $75,060,505 | $79,220,028 | +$4,159,523 | +5.54% | |
| Accel Growth Fund V Associates L.L.C. | 81.98% | 4,104,459 | $73,592,950 | $68,790,733 | -$4,802,217 | -6.53% | |
| Bank Of New York Mellon Corp | 0.01% | 4,045,236 | $72,531,086 | $67,798,155 | -$4,732,931 | -6.53% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.10% | 3,772,072 | $67,633,251 | $63,219,927 | -$4,413,324 | -6.53% | |
| ARK Invest | Cathie Wood | 0.44% | 3,742,479 | $67,102,642 | $62,723,948 | -$4,378,694 | -6.53% |
| Jpmorgan Chase & Co | 0.00% | 3,652,807 | $66,444,573 | $61,221,045 | -$5,223,528 | -7.86% | |
| Legal & General Group Plc | 0.01% | 3,608,784 | $64,705,501 | $60,483,220 | -$4,222,281 | -6.53% | |
| Swiss National Bank | 0.03% | 3,596,700 | $64,488,831 | $60,280,692 | -$4,208,139 | -6.53% | |
| Davenport & Co Llc | 0.31% | 3,779,487 | $59,692,778 | $63,344,202 | +$3,651,424 | +6.12% | |
| Coppell Advisory Solutions Llc | 4.93% | 620 | $59,683,286 | $10,391 | -$59,672,895 | -99.98% | |
| Hrt Financial Lp | 0.11% | 3,209,701 | $57,549,000 | $53,794,589 | -$3,754,411 | -6.52% | |
| Amova Asset Management Americas, Inc. | 0.72% | 3,132,998 | $56,143,324 | $52,509,046 | -$3,634,278 | -6.47% | |
| Lpl Financial Llc | 0.01% | 2,992,786 | $53,660,653 | $50,159,093 | -$3,501,560 | -6.53% | |
| Nuveen, Llc | 0.01% | 2,939,704 | $52,708,887 | $49,269,439 | -$3,439,448 | -6.53% | |
| Deutsche Bank Ag\ | 0.01% | 2,489,675 | $44,639,874 | $41,726,953 | -$2,912,921 | -6.53% | |
| Vanguard Asset Management, Ltd | 0.03% | 2,472,601 | $44,333,736 | $41,440,793 | -$2,892,943 | -6.53% | |
| Voloridge Investment Management, Llc | 0.18% | 2,322,047 | $41,634,303 | $38,917,508 | -$2,716,795 | -6.53% | |
| Walleye Trading Llc | 0.56% | 2,236,388 | $40,098,437 | $37,481,863 | -$2,616,574 | -6.53% | |
| Barclays Plc | 0.01% | 1,872,921 | $33,581,473 | $31,390,156 | -$2,191,317 | -6.53% | |
| California Public Employees Retirement System | 0.02% | 1,863,200 | $33,407,176 | $31,227,232 | -$2,179,944 | -6.53% | |
| California State Teachers Retirement System | 0.03% | 1,740,160 | $31,201,069 | $29,165,082 | -$2,035,987 | -6.53% | |
| Marex Group Plc | 0.24% | 1,580,559 | $28,339,423 | $26,490,169 | -$1,849,254 | -6.53% | |
| Tremblant Capital Group | 0.81% | 1,578,915 | $28,309,946 | $26,462,615 | -$1,847,331 | -6.53% | |
| Bnp Paribas Financial Markets | 0.01% | 1,563,533 | $28,034,147 | $26,204,813 | -$1,829,334 | -6.53% |
Frequently asked questions about SOFI
Who are the largest institutional holders of SOFI?
The largest institutional holders of SOFI reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Goldman Sachs Group Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported SOFI position.
What is SOFI institutional ownership?
This page tracks SOFI positions reported by institutional investment managers through SEC Form 13F. SOFI TECHNOLOGIES INC (SOFI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SOFI?
InsiderSet currently tracks 903 institutional managers reporting SOFI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SOFI shareholders.
How much SOFI stock do institutions own?
Institutional investment managers disclosed approximately $11.57B in SOFI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SOFI institutional ownership last updated?
The latest SOFI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SOFI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SOFI position after the reporting date.
Are institutions buying or selling SOFI?
Institutional buying and selling can be analyzed by comparing SOFI positions across consecutive 13F reporting periods. InsiderSet's SOFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOFI ownership changes.
How has SOFI institutional ownership changed over time?
InsiderSet tracks SOFI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.