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SoFi Ownership | Who Owns SoFi?

OverviewForecastRevenueFinancialsChartTranscripts

SoFi Ownership Summary

SoFi is owned by 37.59% institutional investors, 1.48% insiders, and 60.93% retail investors. Vanguard group is the largest institutional shareholder, holding 9.65% of SOFI shares.

SOFI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSoFi37.59%1.48%60.93%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryCredit Services Stocks39.41%11.37%49.22%
IdeaDigital Banking Stocks List43.31%6.48%50.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group111.00M9.65%$2.91B
Blackrock funding, inc. /de69.56M6.05%$1.10B
Blackrock45.46M4.63%$300.47M
D. e. shaw42.72M3.71%$678.41M
Ubs group36.42M3.17%$578.31M
State street27.32M2.37%$433.77M
Geode capital management25.98M2.26%$412.68M
Morgan stanley21.26M1.85%$337.59M
Jane street group18.02M1.57%$286.13M
Qube research16.80M1.46%$266.77M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Accel growth fund v associates4.10M79.82%$65.18M
Sullivan wood capital management211.65K5.88%$3.36M
Longitude645.00K4.19%$10.24M
Carroll investors368.45K3.13%$5.85M
Firsthand capital management80.00K2.71%$1.27M
Rakuten securities394.87K2.60%$6.27M
Clarity capital partners374.09K2.43%$6.81M
Mfg wealth management179.10K2.36%$2.84M
Warm springs advisors160.00K2.16%$2.54M
Diversify advisory services898.61K2.13%$13.95M

Top Buyers

HolderShares% AssetsChange
Ubs group36.42M0.09%21.05M
Qube research16.80M0.30%13.38M
Norges bank12.28M0.03%12.28M
Jane street group18.02M0.04%8.37M
Goldman sachs group12.53M0.02%8.04M

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase1.78M0.00%-62.35M
Silver lake group---31.15M
Two sigma investments, lp1.49M0.02%-7.96M
Susquehanna group, llp4.77M0.01%-6.97M
Cubist systematic strategies---4.25M

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
Healthcare of ontario pension plan trust fund1.70M0.04%1.70M$27.06M
Entropy technologies, lp910.60K0.67%910.60K$14.46M

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 %
Mar 31, 2026795-27.60%432,333,510-38.19%371.02%403-34.79%238-3.64%
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%

Recent Insider Transactions

DateNameRoleActivityValue
May 20, 2026Keough Kelli EVP, GBUL, SIPSSell$155.92K
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

Insider Transactions Trends

DateBuySell
2026 Q222
2026 Q145
2025 Q4-5
2025 Q3-4
2025 Q2-6

SOFI Ownership FAQ

Who Owns SoFi?

SoFi shareholders are primarily institutional investors at 37.59%, followed by 1.48% insiders and 60.93% retail investors. The average institutional ownership in SoFi's industry, Credit Services Stocks, is 39.41%, which SoFi falls below.

Who owns the most shares of SoFi?

SoFi’s largest shareholders are Vanguard group (111M shares, 9.65%), Blackrock funding, inc. /de (69.56M shares, 6.05%), and Blackrock (45.46M shares, 4.63%). Together, they hold 20.33% 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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