MetaCap

Who Owns SoFi Technologies Stock?

NASDAQ: SOFIFinanceFinance: Consumer ServicesUSD

15.80+0.19 (+1.22%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
51.43%
Institutional holders
1,182
  • Institutions 51.4%
  • Insiders 1.5%
  • Public and other 47.1%

Who owns SoFi Technologies stock?

Institutional investors own about 51.4% of SoFi Technologies's shares, spread across 1,182 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 1.45% of SOFI.

The largest institutional holders are Blackrock Inc. (5.61%), Vanguard Capital Management LLC (4.49%) and Vanguard Portfolio Management LLC (3.93%). Together, the top 10 institutions control 27.2% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their SOFI positions and 5 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of SOFI

SoFi Technologies top institutional holders
InstitutionShares% HeldChange
Blackrock Inc.72.44M5.61%+4.2%
Vanguard Capital Management LLC57.93M4.49%+1.4%
Vanguard Portfolio Management LLC50.74M3.93%-0.5%
Goldman Sachs Group Inc35.21M2.73%+180.9%
UBS Group AG35.17M2.72%-3.4%
State Street Corporation28.76M2.23%+5.3%
Geode Capital Management, LLC23.36M1.81%-10.1%
Morgan Stanley19.52M1.51%-8.2%
Shaw D.E. & Co., Inc.14.69M1.14%-65.6%
NORGES BANK13.63M1.06%+11.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of SOFI

SoFi Technologies top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund40.74M3.15%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund29.42M2.28%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund16.97M1.31%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund14.71M1.14%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund6.38M0.49%
iShares Trust-iShares Russell Mid-Cap ETF5.16M0.40%
Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund4.89M0.38%
SCHWAB STRATEGIC TRUST-Schwab U.S. Large-Cap Growth ETF2.70M0.21%
iShares Trust-iShares Russell 1000 Value ETF2.47M0.19%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund2.44M0.19%

Frequently asked questions

Who is the largest shareholder of SoFi Technologies?

Blackrock Inc. is the largest institutional shareholder of SOFI, owning 5.61% of shares outstanding (72.44M shares) as of its latest 13F filing.

What percentage of SoFi Technologies is owned by institutions?

Institutions own about 51.4% of SOFI shares and 52.2% of the public float.

How much of SoFi Technologies do insiders own?

Insiders, such as officers and directors, own about 1.45% of SOFI shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

Related