SOFI Institutional Ownership
Top institutional (13F) holders of SOFI and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
49
Institutional value
$12.25B
Top holder
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | 6.6% | Aug 14, 2026 | $1.53B |
| BlackRock, Inc.holding company | 5.6% | Aug 7, 2026 | $1.3B |
| Vanguard Capital Managementinvestment advisor | 4.5% | Aug 13, 2026 | $1.04B |
| JANE STREET GROUP, LLCholding company | 4.4% | Aug 14, 2026 | $1.02B |
| UBS Group AGbank | 4.3% | Aug 13, 2026 | $999.04M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 4.0% | Aug 14, 2026 | $939.03M |
| Vanguard Portfolio Managementinvestment advisor | 3.9% | Aug 13, 2026 | $909.77M |
| CITADEL ADVISORS LLCinvestment advisor | 2.8% | Sep 1, 2026 | $657.45M |
| STATE STREET CORPORATIONholding company | 2.2% | Sep 22, 2026 | $515.73M |
| D. E. Shaw & Co., Inc.investment advisor | 1.9% | Aug 14, 2026 | $448.97M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 1.8% | Nov 6, 2026 | $361.74M |
| MORGAN STANLEYholding company | 1.5% | Aug 13, 2026 | $350.02M |
| Norges Bankother | 1.1% | Aug 12, 2026 | $244.39M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 1.0% | Aug 14, 2026 | $238.74M |
| MARSHALL WACE, LLPinvestment advisor | 0.9% | Aug 13, 2026 | $209.73M |
| BANK OF AMERICA CORP /DE/holding company | 0.7% | Aug 14, 2026 | $163.81M |
| Dimensional Fund Advisors LPinvestment advisor | 0.8% | Nov 4, 2026 | $157.21M |
| NORTHERN TRUST CORPinvestment advisor | 0.6% | Aug 13, 2026 | $136.64M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.6% | Aug 14, 2026 | $130.54M |
| CITIGROUP INCinvestment advisor | 0.6% | Nov 4, 2026 | $117.03M |
| WELLS FARGO & COMPANY/MNinvestment advisor | 0.5% | Aug 14, 2026 | $105.52M |
| ROYAL BANK OF CANADAholding company | 0.4% | Aug 14, 2026 | $85.25M |
| ARK Investment Management LLCinvestment advisor | 0.3% | Aug 14, 2026 | $67.1M |
| JPMORGAN CHASE & COholding company | 0.3% | Aug 12, 2026 | $66.44M |
| Swiss National Bankinvestment advisor | 0.3% | Aug 11, 2026 | $64.49M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| Vanguard Capital Managementinvestment advisor | SC 13G | 5.3% | Apr 30, 2026 |
| BlackRock, Inc.holding company | SC 13G | 5.1% | Apr 27, 2026 |
| Delaware Project 10 L.L.Cotherwith SoftBank Group Corp. | SC 13D/A | 11.0% | Aug 17, 2022 |
| Clay Wilkesotherwith Red Crow Capital, LLC | SC 13D/A | 5.3% | Nov 24, 2021 |
| Empyrean Capital Overseas Master Fund, Ltdholding companywith Amos Meron and Empyrean Capital Partners, LP | SC 13G | 5.9% | Dec 18, 2020 |
| SB Sonic Holdco (UK) Limitedotherwith Delaware Project 10 L.L.C and 2 others | SC 13D/A | 11.0% | Jul 23, 2021 |
Institutional ownership for companies related to SOFI
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.