SoFi Ownership | Who Owns SoFi?
SoFi Ownership Summary
SoFi is owned by 52.11% institutional investors, 3.02% insiders, and 44.87% retail investors. Vanguard group is the largest institutional shareholder, holding 9.18% of SOFI shares.
SOFI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SoFi | 52.11% | 3.02% | 44.87% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Credit Services Stocks | 53.72% | 9.31% | 36.97% |
| Idea | Digital Banking Stocks List | 77.61% | 6.68% | 15.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 98.34M | 9.18% | $1.51B |
| Blackrock | 45.46M | 4.63% | $300.47M |
| Blackrock funding, inc. /de | 48.83M | 4.43% | $889.12M |
| D. e. shaw | 31.32M | 2.92% | $482.30M |
| Two sigma advisers, lp | 19.48M | 1.82% | $299.98M |
| State street | 17.75M | 1.81% | $117.34M |
| Geode capital management | 17.93M | 1.67% | $276.29M |
| Morgan stanley | 15.92M | 1.62% | $105.26M |
| Voloridge investment management | 16.49M | 1.50% | $300.21M |
| Two sigma investments, lp | 15.87M | 1.48% | $244.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Accel growth fund v associates | 4.10M | 69.17% | $74.74M |
| Prentice capital management, lp | 198.75K | 6.03% | $3.62M |
| Sullivan wood capital management | 152.19K | 5.92% | $4.02M |
| Mizuho markets cayman lp | 2.50M | 3.26% | $45.52M |
| Cmg global | 228.59K | 3.13% | $6.41M |
| Elevatus welath management | 492.60K | 2.99% | $8.97M |
| Patient capital management | 3.16M | 2.60% | $57.50M |
| Clarity capital partners | 374.09K | 2.43% | $6.81M |
| Longitude | 690.00K | 2.23% | $10.63M |
| Mfg wealth management | 109.78K | 2.19% | $2.90M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D. e. shaw | 31.32M | 0.35% | 29.74M |
| Two sigma advisers, lp | 19.48M | 0.69% | 19.48M |
| Two sigma investments, lp | 15.87M | 0.53% | 12.94M |
| Ubs group | 12.54M | 0.04% | 9.03M |
| Vanguard group | 98.34M | 0.03% | 8.90M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silver lake group | - | - | -31.15M |
| Citadel advisors | 245.42K | 0.00% | -11.60M |
| Dimensional fund advisors lp | 14.31M | 0.05% | -10.41M |
| Jpmorgan chase | 745.86K | 0.00% | -6.73M |
| Qube research | - | - | -6.29M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 7.30M | 0.06% | 7.30M | $112.43M |
| Norges bank | 6.73M | 0.01% | 6.73M | $103.68M |
| Mizuho markets cayman lp | 2.50M | 3.26% | 2.50M | $45.52M |
| Rokos capital management llp | 2.12M | 0.17% | 2.12M | $38.60M |
| Lord, abbett | 1.60M | 0.09% | 1.60M | $29.14M |
Sold Out
| Holder | Change |
|---|---|
| Iron horse wealth management | -4.00 |
| West branch capital | -6.00 |
| Mendota financial group | -7.00 |
| High note wealth | -9.00 |
| Wetzel investment advisors | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 631 | -3.66% | 449,259,781 | 4.91% | 45 | 2.41% | 310 | -13.17% | 157 | 9.79% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 20, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $284.28K |
| Sep 18, 2025 | Rishel Jeremy | Chief Technology Officer | Sell | $2.72M |
| Sep 18, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $279.62K |
| Aug 20, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $234.04K |
| Jul 18, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $223.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 6 |
| 2025 Q1 | - | 4 |
| 2024 Q4 | 1 | 14 |
SOFI Ownership FAQ
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