SoFi Ownership | Who Owns SoFi?
SoFi Ownership Summary
SoFi is owned by 51.51% institutional investors, 1.42% insiders, and 47.07% 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 | 51.51% | 1.42% | 47.07% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Credit Services Stocks | 57.69% | 13.02% | 29.29% |
| Idea | Digital Banking Stocks List | 79.78% | 5.94% | 14.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 111.00M | 9.65% | $2.91B |
| Blackrock funding, inc. /de | 72.44M | 5.68% | $1.30B |
| Blackrock | 45.46M | 4.63% | $300.47M |
| Vanguard capital management | 57.93M | 4.54% | $1.04B |
| Goldman sachs group | 35.21M | 2.76% | $631.27M |
| Ubs group | 35.17M | 2.76% | $630.56M |
| State street | 28.76M | 2.25% | $515.73M |
| Geode capital management | 23.36M | 1.83% | $417.56M |
| Morgan stanley | 19.52M | 1.53% | $350.02M |
| D. e. shaw | 14.69M | 1.15% | $263.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Accel growth fund v associates | 4.10M | 81.98% | $73.59M |
| Sullivan wood capital management | 250.40K | 6.15% | $4.49M |
| Coppell advisory solutions | 620.00 | 4.93% | $59.68M |
| Longitude | 807.50K | 4.61% | $14.48M |
| Bienville capital management | 1.53M | 3.65% | $27.39M |
| Carroll investors | 381.36K | 2.92% | $6.84M |
| Warm springs advisors | 200.00K | 2.48% | $3.59M |
| Mfg wealth management | 191.02K | 2.45% | $3.42M |
| Clarity capital partners | 374.09K | 2.43% | $6.81M |
| Firsthand capital management | 80.00K | 2.29% | $1.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 35.21M | 0.05% | 22.68M |
| Norges bank | 13.63M | 0.02% | 13.63M |
| Sixth street partners management company | 7.28M | 0.02% | 7.28M |
| Susquehanna group, llp | 10.24M | 0.01% | 5.47M |
| Marshall wace, llp | 11.70M | 0.17% | 5.18M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silver lake group | - | - | -31.15M |
| D. e. shaw | 14.69M | 0.13% | -28.03M |
| Qube research | - | - | -16.80M |
| Jane street group | 1.48M | 0.00% | -16.54M |
| Voloridge investment management | 2.32M | 0.18% | -10.33M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 13.63M | 0.02% | 13.63M | $244.39M |
| Sixth street partners management company | 7.28M | 0.02% | 7.28M | $130.54M |
| Capula management | 3.00M | 0.19% | 3.00M | $53.79M |
| Bienville capital management | 1.53M | 3.65% | 1.53M | $27.39M |
| Cantor fitzgerald, l. p. | 1.49M | 0.29% | 1.49M | $26.68M |
Sold Out
| Holder | Change |
|---|---|
| Navalign | -2.00 |
| Iron horse wealth management | -4.00 |
| West branch capital | -6.00 |
| Mendota financial group | -7.00 |
| Raleigh capital management | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 1,009 | -1.66% | 657,445,322 | -6.82% | 51 | 1.37% | 526 | 1.54% | 259 | -15.08% |
| Mar 31, 2026 | 795 | -27.60% | 432,333,510 | -38.19% | 37 | 1.02% | 403 | -34.79% | 238 | -3.64% |
| Dec 31, 2025 | 852 | -15.05% | 542,608,979 | -14.32% | 47 | 1.43% | 478 | -13.72% | 196 | -19.01% |
| 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% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell | $203.18K |
| Jul 20, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell | $188.29K |
| Jun 22, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell | $190.06K |
| Jun 18, 2026 | Lavet Robert S | General Counsel | Sell | $20.84K |
| Jun 17, 2026 | Rishel Jeremy | Chief Technology Officer | Sell | $1.82M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | 3 | 5 |
| 2026 Q1 | 4 | 5 |
| 2025 Q4 | - | 5 |
| 2025 Q3 | - | 4 |
SOFI Ownership FAQ
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