SoFi Ownership | Who Owns SoFi?


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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


TypeName% Inst% Insiders% Retail
StockSoFi57.20%3.15%39.65%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryCredit Services Stocks45.07%10.14%44.79%
IdeaDigital Banking Stocks List51.78%6.64%41.58%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group111.00M9.65%$2.91B
Blackrock funding, inc. /de62.38M5.66%$1.65B
Blackrock45.46M4.63%$300.47M
Jpmorgan chase46.79M4.24%$1.24B
D. e. shaw31.32M2.92%$482.30M
State street24.30M2.20%$642.02M
Geode capital management23.64M1.93%$618.39M
Ubs group15.37M1.34%$402.42M
Royal bank of canada10.16M0.92%$268.42M
Voloridge investment management10.00M0.91%$264.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Accel growth fund v associates4.10M85.62%$107.45M
Sullivan wood capital management190.94K7.54%$5.00M
Rakuten securities751.92K6.39%$19.69M
Firsthand capital management80.00K3.55%$2.11M
Miller financial services108.61K3.32%$2.87M
Carroll investors256.11K3.28%$6.77M
Warm springs advisors160.00K3.24%$4.19M
Bosman wealth management136.25K2.93%$3.57M
Diker management125.00K2.67%$3.30M
Clarity capital partners374.09K2.43%$6.81M

Top Buyers

HolderShares% AssetsChange
Jpmorgan chase46.79M0.07%42.02M
D. e. shaw31.32M0.35%29.74M
Blackrock funding, inc. /de62.38M0.03%13.55M
Norges bank6.73M0.01%6.73M
State street24.30M0.02%5.71M

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 bank6.73M0.01%6.73M$103.68M
Hudson bay capital management lp1.12M0.10%1.12M$29.51M
Burkehill global management, lp1.00M1.50%1.00M$26.42M
Seven grand managers750.00K1.61%750.00K$19.82M
Aviva747.38K0.04%747.38K$19.75B

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20246785.77%491,865,6009.46%452.55%3355.02%156-0.64%

Recent Insider Transactions


DateNameRoleActivityValue
Feb 06, 2026Freiberg Steven J-Sell$1.91M
Feb 06, 2026Lavet Robert S General CounselBuy$105.22K
Feb 05, 2026Schuppenhauer Eric EVP GBUL BorrowBuy$99.65K
Jan 20, 2026Keough Kelli EVP, GBUL, SIPSSell$243.80K
Dec 23, 2025Keough Kelli EVP, GBUL, SIPSSell$256.95K

Insider Transactions Trends


DateBuySell
2026 Q122
2025 Q4-5
2025 Q3-4
2025 Q2-6
2025 Q1-4

SOFI Ownership FAQ


Who Owns SoFi?

SoFi shareholders are primarily institutional investors at 57.20%, followed by 3.15% insiders and 39.65% retail investors. The average institutional ownership in SoFi's industry, Credit Services Stocks, is 45.07%, 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 (62.38M shares, 5.66%), and Blackrock (45.46M shares, 4.63%). Together, they hold 19.94% 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 85.62% of its assets in 4.1M SoFi shares, valued at 107.45M$.

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