SOFI SoFi
SoFi (SOFI) Institutional Ownership
What the institutions did with SOFI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 23.1M | 21.0% |
| DIMENSIONAL FUND ADVISORS LP | 10.0M | 9.1% |
| CITIGROUP INC | 7.1M | 6.5% |
| Sumitomo Mitsui Trust Group, Inc. | 5.6M | 5.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 5.3M | 4.8% |
| Bank of New York Mellon Corp | 4.0M | 3.6% |
| DAVENPORT & Co LLC | 3.8M | 3.4% |
| LPL Financial LLC | 2.8M | 2.6% |
| DEUTSCHE BANK AG\ | 2.6M | 2.4% |
| IMC-Chicago, LLC | 2.5M | 2.3% |
| Amundi | 1.9M | 1.8% |
| BARCLAYS PLC | 1.8M | 1.7% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1.7M | 1.5% |
| Diversify Advisory Services, LLC | 1.2M | 1.1% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.2M | 1.1% |
| PFA Pension, Forsikringsaktieselskab | 1.1M | 1.0% |
| SBI Securities Co., Ltd. | 927.5K | 0.8% |
| Provident Living Financial Services, Inc. | 833.8K | 0.8% |
| SIMPLEX TRADING, LLC | 803.1K | 0.7% |
| Portman Square Capital LLP | 784.3K | 0.7% |
| AlphaStar Capital Management, LLC | 778.5K | 0.7% |
| Russell Investments Group, Ltd. | 769.0K | 0.7% |
| Reynders McVeigh Capital Management, LLC | 759.7K | 0.7% |
| Laurion Capital Management LP | 751.9K | 0.7% |
| Convergence Financial, LLC | 670.1K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| IMC-Chicago, LLC | Increased | 1.0M | 2.5M | +1.5M |
| DAVENPORT & Co LLC | Increased | 2.8M | 3.8M | +1.0M |
| SIERRA SUMMIT ADVISORS LLC | Sold Out | 895.3K | 0 | -895.3K |
| CITIGROUP INC | Increased | 6.3M | 7.1M | +861.5K |
| Jefferies Financial Group Inc. | Reduced | 964.2K | 154.3K | -809.9K |
| Portman Square Capital LLP | New | 0 | 784.3K | +784.3K |
| Laurion Capital Management LP | Increased | 24.8K | 751.9K | +727.1K |
| INTEGRITY ALLIANCE, LLC. | Increased | 20.0K | 537.3K | +517.4K |
| Covenant Asset Management, LLC | Sold Out | 433.1K | 0 | -433.1K |
| SIMPLEX TRADING, LLC | Reduced | 1.2M | 803.1K | -378.7K |
| San Luis Wealth Advisors LLC | Increased | 55.4K | 425.4K | +370.0K |
| DekaBank Deutsche Girozentrale | Increased | 5.2K | 353.4K | +348.2K |
| Vontobel Holding Ltd. | Reduced | 429.2K | 117.1K | -312.1K |
| Trek Financial, LLC | New | 0 | 280.9K | +280.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 23.4M | 23.1M | -275.6K |
| Yarbrough Capital, LLC | New | 0 | 274.6K | +274.6K |
| NATIXIS | New | 0 | 257.0K | +257.0K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 552.4K | 310.3K | -242.1K |
| Teamwork Financial Advisors, LLC | Reduced | 249.5K | 26.7K | -222.8K |
| Russell Investments Group, Ltd. | Reduced | 961.4K | 769.0K | -192.3K |
| Fiduciary Alliance LLC | Sold Out | 191.0K | 0 | -191.0K |
| STRS OHIO | Reduced | 583.3K | 393.3K | -190.1K |
| BLUE JEAN FINANCIAL LLC | New | 0 | 185.7K | +185.7K |
| LPL Financial LLC | Reduced | 3.0M | 2.8M | -179.6K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 526.8K | 358.4K | -168.4K |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | New | 0 | 164.3K | +164.3K |
| DEUTSCHE BANK AG\ | Increased | 2.5M | 2.6M | +158.6K |
| ELEVATUS WELATH MANAGEMENT | Sold Out | 147.2K | 0 | -147.2K |
| BRIGHTON JONES LLC | Reduced | 624.0K | 485.4K | -138.5K |
| Fulcrum Asset Management LLP | New | 0 | 130.8K | +130.8K |
| Vise Technologies, Inc. | Increased | 53.1K | 179.2K | +126.2K |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | 190.3K | 69.1K | -121.2K |
| LBP AM SA | New | 0 | 109.4K | +109.4K |
| Fortis Group Advisors, LLC | Sold Out | 108.8K | 0 | -108.8K |
| Baker Chad R | Increased | 121.4K | 229.0K | +107.6K |
| NKCFO LLC | New | 0 | 100.0K | +100.0K |
| D.A. DAVIDSON & CO. | Increased | 297.7K | 397.1K | +99.4K |
| Amundi | Increased | 1.8M | 1.9M | +92.9K |
| Carrera Capital Advisors | New | 0 | 91.6K | +91.6K |
| Candriam S.C.A. | Reduced | 145.5K | 54.7K | -90.8K |
| PFA Pension, Forsikringsaktieselskab | Reduced | 1.2M | 1.1M | -88.7K |
| Rakuten Securities, Inc. | Reduced | 519.0K | 435.5K | -83.6K |
| OPPENHEIMER & CO INC | Reduced | 247.3K | 167.5K | -79.8K |
| Concurrent Investment Advisors, LLC | Increased | 124.7K | 200.5K | +75.8K |
| Creative Planning | Increased | 286.8K | 362.5K | +75.7K |
| Bank of New York Mellon Corp | Reduced | 4.0M | 4.0M | -72.8K |
| Nicholas Wealth, LLC. | Sold Out | 71.8K | 0 | -71.8K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 70.5K | 0 | -70.5K |
| Convergence Financial, LLC | Increased | 600.3K | 670.1K | +69.9K |
| Illinois Municipal Retirement Fund | Reduced | 140.9K | 74.7K | -66.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 531.2K | 596.7K | +65.5K |
| Clean Yield Group | Increased | 102.5K | 163.9K | +61.4K |
| Reynders McVeigh Capital Management, LLC | Increased | 699.5K | 759.7K | +60.1K |
| Guardian Partners Inc. | Sold Out | 60.0K | 0 | -60.0K |
| Connective Portfolio Management, LLC | Sold Out | 60.0K | 0 | -60.0K |
| Sava Infond d.o.o. | Reduced | 324.1K | 266.6K | -57.5K |
| Provident Living Financial Services, Inc. | Reduced | 888.4K | 833.8K | -54.6K |
| HOURGLASS CAPITAL, LLC | Reduced | 188.7K | 143.6K | -45.1K |
| Aberdeen Group plc | Increased | 48.9K | 93.7K | +44.8K |
| AG2R LA MONDIALE GESTION D'ACTIFS | New | 0 | 44.4K | +44.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.