SOFI · SoFi Technologies, Inc. · Shareholders & Ownership
$14.58
-0.04 (-0.27%)
At close · Oct 26
Return incl. dividend (before tax)
Market Cap
$18.87B
Shares
1.29B
Volume · Oct 26
14.03M
Avg daily vol (3M)
50.48M
Every disclosed holder of SOFI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SOFI
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 654,677,234 | 50.69% |
| Insiders (Forms 3, 4, 5) | 18,957,108 | 1.47% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 617,935,982 | 47.84% |
| Registered funds (N-PORT, not summed) | 187,210,428 | 14.49% |
Shares outstanding: 1,291,570,324, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SOFI
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
72,444,208 | ||
| 1.1 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
5,185,464 | ||
| 1.2 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,490,529 | ||
| 1.3 |
iShares Russell Mid-Cap Value ETF
Fund
S000004335 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,711,578 | ||
| 1.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,665,338 | ||
| 1.5 |
iShares U.S. Equity Factor Rotation Active ETF
Fund
S000064945 · Registered fund · Jul 31, 2026
BlackRock ETF Trust, not summed
|
1,237,235 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
57,928,852 | ||
| 3 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,740,132 | ||
| 4 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
40,740,277 | ||
| 5 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,207,678 | ||
| 5.1 |
Goldman Sachs U.S. Tax-Managed Equity Fund
Fund
S000009340 · Registered fund · Jun 30, 2026
Goldman Sachs Trust, not summed
|
647,324 | ||
| 5.2 |
Goldman Sachs Large Cap Growth Insights Fund
Fund
S000009328 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
488,632 | ||
| 5.3 |
Goldman Sachs U.S. Equity Insights Fund
Fund
S000009327 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
332,416 | ||
| 5.4 |
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Fund
S000058070 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
216,363 | ||
| 5.5 |
Goldman Sachs Large Cap Value Insights Fund
Fund
S000009326 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
206,356 | ||
| 6 |
|
35,168,018 | ||
| 7 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
29,415,426 | ||
| 8 |
|
28,763,660 | ||
| 8.1 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
442,274 | ||
| 8.2 |
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF
Fund
S000063362 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
96,279 | ||
| 8.3 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
14,949 | ||
| 8.4 |
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF
Fund
S000048346 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
11,688 | ||
| 8.5 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
6,941 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,356,377 | ||
| 10 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,521,442 | ||
| 10.1 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
3,952 | ||
| 10.2 |
E*TRADE No Fee Large Cap Index Fund
Fund
S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
2,761 | ||
| 10.3 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
1,851 | ||
| 10.4 |
Global Strategist Portfolio
Fund
S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
522 | ||
| 11 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
16,973,510 | ||
| 12 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
14,710,320 | ||
| 13 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,691,786 | ||
| 14 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,630,462 | ||
| 15 |
|
12,276,337 | ||
| 16 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,697,405 | ||
| 17 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,493,471 | ||
| 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,236,195 | ||
| 19 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,003,025 | ||
| 19.1 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
1,850,546 | ||
| 19.2 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
1,731,132 | ||
| 19.3 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
1,072,330 | ||
| 19.4 |
U.S. Sustainability Core 1 Portfolio
Fund
S000020422 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
571,404 | ||
| 19.5 |
Dimensional U.S. Marketwide Value ETF
Fund
S000075030 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
538,514 | ||
| 20 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,135,967 | ||
| 21 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,140,281 | ||
| 22 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,620,475 | ||
| 22.1 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
32,864 | ||
| 23 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,280,268 | ||
| 23.1 |
Schwab U.S. Large-Cap Growth ETF
Fund
S000026633 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
2,703,291 | ||
| 23.2 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
1,351,831 | ||
| 23.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
783,617 | ||
| 23.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
759,093 | ||
| 23.5 |
Schwab 1000 Index Fund
Fund
S000006807 · Registered fund · Jul 31, 2026
SCHWAB INVESTMENTS, not summed
|
410,116 | ||
| 24 |
|
6,283,079 | ||
| 25 |
BANK OF MONTREAL /CAN/
13F
CIK 927971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,168,171 | ||
| 26 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,885,387 | ||
| 27 |
Sumitomo Mitsui Trust Group, Inc.
13F
CIK 1475365 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,684,422 | ||
| 28 |
Mitsubishi UFJ Asset Management Co., Ltd.
13F
CIK 1466546 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,239,086 | ||
| 29 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,925,068 | ||
| 29.1 |
PACE Small/Medium Co Growth Equity Investments
Fund
S000002974 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
30,338 | ||
| 30 |
Harvest Portfolios Group Inc.
13F
CIK 1923739 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,806,357 | ||
| 31 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,754,654 | ||
| 32 |
WORLDQUANT MILLENNIUM ADVISORS LLC
13F
CIK 1745981 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,252,871 | ||
| 33 |
Accel Growth Fund V Associates L.L.C.
13F
CIK 1767987 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,104,459 | ||
| 34 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,045,236 | ||
| 34.1 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
105,839 | ||
| 35 |
DAVENPORT & Co LLC
13F
CIK 887777 · Registered investment adviser · Sep 30, 2026
|
3,779,487 | ||
| 35.1 |
DAVENPORT EQUITY OPPORTUNITIES FUND
Fund
S000030555 · Registered fund · Jun 30, 2026
Williamsburg Investment Trust, not summed
|
917,893 | ||
| 36 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
CIK 1535845 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,772,072 | ||
| 37 |
ARK Investment Management LLC
13F
CIK 1697748 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,742,479 | ||
| 37.1 |
ARK Innovation ETF
Fund
S000042977 · Registered fund · Jul 31, 2026
ARK ETF Trust, not summed
|
2,230,982 | ||
| 37.2 |
ARK Blockchain & Fintech Innovation ETF
Fund
S000064752 · Registered fund · Jul 31, 2026
ARK ETF Trust, not summed
|
1,137,249 | ||
| 38 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,652,807 | ||
| 39 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,608,784 | ||
| 40 |
Swiss National Bank
13F
CIK 1582202 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,596,700 | ||
| 41 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,209,701 | ||
| 42 |
Amova Asset Management Americas, Inc.
13F
CIK 1480751 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,132,998 | ||
| 43 |
Capula Management Ltd
13F
CIK 1557017 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,000,000 | ||
| 44 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,992,786 | ||
| 45 |
|
2,939,704 | ||
| 45.1 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
1,017,067 | ||
| 45.2 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
524,453 | ||
| 45.3 |
Nuveen ESG Mid-Cap Growth ETF
Fund
S000055813 · Registered fund · Jul 31, 2026
NuShares ETF Trust, not summed
|
470,850 | ||
| 45.4 |
Nuveen Large Cap Value Index Fund
Fund
S000005388 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
405,774 | ||
| 45.5 |
Nuveen Large Cap Growth Index Fund
Fund
S000005387 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
77,021 | ||
| 46 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,489,675 | ||
| 46.1 |
Xtrackers MSCI USA Climate Action Equity ETF
Fund
S000079909 · Registered fund · May 29, 2026
DBX ETF Trust, not summed
|
76,898 | ||
| 46.2 |
DWS Small Mid Cap Value VIP
Fund
S000006269 · Registered fund · Jun 30, 2026
DEUTSCHE DWS VARIABLE SERIES II, not summed
|
22,561 | ||
| 46.3 |
Xtrackers MSCI Kokusai Equity ETF
Fund
S000067508 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
11,223 | ||
| 47 |
VANGUARD ASSET MANAGEMENT, Ltd
13F
CIK 1680208 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,472,601 | ||
| 48 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
CIK 1556921 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,322,047 | ||
| 49 |
Walleye Trading LLC
13F
CIK 1388391 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,236,388 | ||
| 50 |
VANGUARD FINANCIALS INDEX FUND
Fund
S000004449 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
2,044,171 |
60 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 1,083 holders
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Key facts
CIK
1818874
CUSIP
83406F102
13F (30d)
240 filings
226 filers
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