SoFi Ownership | Who Owns SoFi?
SoFi Ownership Summary
SoFi is owned by 57.20% institutional investors, 3.15% insiders, and 39.65% retail investors. Vanguard group is the largest institutional shareholder, holding 9.65% of SOFI shares.
SOFI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SoFi | 57.20% | 3.15% | 39.65% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Credit Services Stocks | 45.07% | 10.14% | 44.79% |
| Idea | Digital Banking Stocks List | 51.78% | 6.64% | 41.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 111.00M | 9.65% | $2.91B |
| Blackrock funding, inc. /de | 62.38M | 5.66% | $1.65B |
| Blackrock | 45.46M | 4.63% | $300.47M |
| Jpmorgan chase | 46.79M | 4.24% | $1.24B |
| D. e. shaw | 31.32M | 2.92% | $482.30M |
| State street | 24.30M | 2.20% | $642.02M |
| Geode capital management | 23.64M | 1.93% | $618.39M |
| Ubs group | 15.37M | 1.34% | $402.42M |
| Royal bank of canada | 10.16M | 0.92% | $268.42M |
| Voloridge investment management | 10.00M | 0.91% | $264.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Accel growth fund v associates | 4.10M | 85.62% | $107.45M |
| Sullivan wood capital management | 190.94K | 7.54% | $5.00M |
| Rakuten securities | 751.92K | 6.39% | $19.69M |
| Firsthand capital management | 80.00K | 3.55% | $2.11M |
| Miller financial services | 108.61K | 3.32% | $2.87M |
| Carroll investors | 256.11K | 3.28% | $6.77M |
| Warm springs advisors | 160.00K | 3.24% | $4.19M |
| Bosman wealth management | 136.25K | 2.93% | $3.57M |
| Diker management | 125.00K | 2.67% | $3.30M |
| Clarity capital partners | 374.09K | 2.43% | $6.81M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 46.79M | 0.07% | 42.02M |
| D. e. shaw | 31.32M | 0.35% | 29.74M |
| Blackrock funding, inc. /de | 62.38M | 0.03% | 13.55M |
| Norges bank | 6.73M | 0.01% | 6.73M |
| State street | 24.30M | 0.02% | 5.71M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silver lake group | - | - | -31.15M |
| Citadel advisors | 245.42K | 0.00% | -11.60M |
| Jane street group | 9.65M | 0.04% | -8.63M |
| Marshall wace, llp | 1.41M | 0.04% | -6.59M |
| Voloridge investment management | 10.00M | 0.89% | -6.48M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.73M | 0.01% | 6.73M | $103.68M |
| Hudson bay capital management lp | 1.12M | 0.10% | 1.12M | $29.51M |
| Burkehill global management, lp | 1.00M | 1.50% | 1.00M | $26.42M |
| Seven grand managers | 750.00K | 1.61% | 750.00K | $19.82M |
| Aviva | 747.38K | 0.04% | 747.38K | $19.75B |
Sold Out
| Holder | Change |
|---|---|
| Iron horse wealth management | -4.00 |
| West branch capital | -6.00 |
| Bokf, na | -7.00 |
| Mendota financial group | -7.00 |
| Wetzel investment advisors | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 965 | 19.88% | 630,618,074 | 22.20% | 57 | 2.61% | 533 | 26.00% | 233 | 14.22% |
| Jun 30, 2025 | 797 | 2.57% | 574,554,512 | 12.27% | 52 | 2.40% | 416 | 1.96% | 203 | 1.50% |
| Mar 31, 2025 | 10 | -98.71% | 3,228,988 | -99.38% | - | 0.01% | 3 | -99.22% | 2 | -99.09% |
| Dec 31, 2024 | 710 | 3.35% | 492,496,354 | -0.11% | 45 | 2.17% | 344 | 1.78% | 205 | 28.13% |
| Sep 30, 2024 | 678 | 5.77% | 491,865,600 | 9.46% | 45 | 2.55% | 335 | 5.02% | 156 | -0.64% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 06, 2026 | Freiberg Steven J | - | Sell | $1.91M |
| Feb 06, 2026 | Lavet Robert S | General Counsel | Buy | $105.22K |
| Feb 05, 2026 | Schuppenhauer Eric | EVP GBUL Borrow | Buy | $99.65K |
| Jan 20, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell | $243.80K |
| Dec 23, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $256.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 2 | 2 |
| 2025 Q4 | - | 5 |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 4 |
SOFI Ownership FAQ
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