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SoFi Ownership | Who Owns SoFi?

OverviewForecastRevenueFinancialsChartTranscripts

SoFi Ownership Summary

SoFi is owned by 47.18% institutional investors, 3.00% insiders, and 49.82% retail investors. Vanguard group is the largest institutional shareholder, holding 9.65% of SOFI shares.

SOFI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSoFi47.18%3.00%49.82%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryCredit Services Stocks34.10%9.51%56.39%
IdeaDigital Banking Stocks List44.20%6.66%49.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group111.00M9.65%$2.91B
Blackrock funding, inc. /de69.14M5.65%$1.81B
Jpmorgan chase64.13M5.58%$1.68B
Blackrock45.46M4.63%$300.47M
Ubs group36.42M3.17%$578.31M
D. e. shaw31.32M2.92%$482.30M
State street24.30M2.20%$642.02M
Geode capital management23.64M1.93%$618.39M
Morgan stanley13.32M1.16%$348.81M
Norges bank12.28M1.00%$321.52M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Accel growth fund v associates4.10M79.82%$65.18M
Monashee investment management400.00K5.90%$10.47M
Sullivan wood capital management211.65K5.88%$3.36M
Longitude645.00K4.19%$10.24M
Firsthand capital management80.00K3.55%$2.11M
Carroll investors256.11K3.28%$6.77M
Diker management125.00K2.67%$3.30M
Rakuten securities394.87K2.60%$6.27M
Clarity capital partners374.09K2.43%$6.81M
Patient capital management2.25M2.38%$59.55M

Top Buyers

HolderShares% AssetsChange
D. e. shaw31.32M0.35%29.74M
Ubs group36.42M0.09%21.05M
Jpmorgan chase64.13M0.11%17.34M
Norges bank12.28M0.03%12.28M
Vanguard fiduciary trust7.92M0.03%7.92M

Top Sellers

HolderShares% AssetsChange
Silver lake group---31.15M
Citadel advisors245.42K0.00%-11.60M
Jane street group9.65M0.04%-8.63M
Marshall wace, llp1.41M0.04%-6.59M
Voloridge investment management10.00M0.89%-6.48M

New Positions

HolderShares% AssetsChangeValue
Norges bank12.28M0.03%12.28M$321.52M
Vanguard fiduciary trust7.92M0.03%7.92M$125.73M
Vanguard asset management2.10M0.03%2.10M$33.39M
Hudson bay capital management lp1.12M0.10%1.12M$29.51M
Burkehill global management, lp1.00M1.50%1.00M$26.42M

Sold Out

HolderChange
Navalign-2.00
Iron horse wealth management-4.00
West branch capital-6.00
Mendota financial group-7.00
Bokf, na-7.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025852-15.05%542,608,979-14.32%471.43%478-13.72%196-19.01%
Sep 30, 202596519.88%630,618,07422.20%572.61%53326.00%23314.22%
Jun 30, 20257972.57%574,554,51212.27%522.40%4161.96%2031.50%
Mar 31, 202510-98.71%3,228,988-99.38%-0.01%3-99.22%2-99.09%
Dec 31, 20247103.35%492,496,354-0.11%452.17%3441.78%20528.13%

Recent Insider Transactions

DateNameRoleActivityValue
May 11, 2026Noto Anthony Chief Executive OfficerBuy$248.78K
May 08, 2026Noto Anthony Chief Executive OfficerBuy$249.77K
Apr 21, 2026Keough Kelli EVP, GBUL, SIPSSell$187.55K
Mar 20, 2026Keough Kelli EVP, GBUL, SIPSSell$165.07K
Mar 18, 2026Rishel Jeremy Chief Technology OfficerSell$1.66M

Insider Transactions Trends

DateBuySell
2026 Q221
2026 Q145
2025 Q4-5
2025 Q3-4
2025 Q2-6

SOFI Ownership FAQ

Who Owns SoFi?

SoFi shareholders are primarily institutional investors at 47.18%, followed by 3.00% insiders and 49.82% retail investors. The average institutional ownership in SoFi's industry, Credit Services Stocks, is 34.10%, which SoFi exceeds.

Who owns the most shares of SoFi?

SoFi’s largest shareholders are Vanguard group (111M shares, 9.65%), Blackrock funding, inc. /de (69.14M shares, 5.65%), and Jpmorgan chase (64.13M shares, 5.58%). Together, they hold 20.88% of SoFi’s total shares outstanding.

Does Blackrock own SoFi?

Yes, BlackRock owns 4.63% of SoFi, totaling 45.46M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 300.47M$. In the last quarter, BlackRock increased its holdings by 3.66M shares, a 8.75% change.

Who is SoFi’s biggest shareholder by percentage of total assets invested?

Accel growth fund v associates is SoFi’s biggest shareholder by percentage of total assets invested, with 79.82% of its assets in 4.1M SoFi shares, valued at 65.18M$.

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