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 June 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.
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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 |
|---|---|---|
| BlackRock, Inc. | 72.4M | 11.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 57.9M | 8.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 50.7M | 7.7% |
| GOLDMAN SACHS GROUP INC | 35.2M | 5.4% |
| UBS Group AG | 35.2M | 5.4% |
| STATE STREET CORP | 28.8M | 4.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 23.4M | 3.6% |
| MORGAN STANLEY | 19.5M | 3.0% |
| D. E. Shaw & Co., Inc. | 14.7M | 2.2% |
| NORGES BANK | 13.6M | 2.1% |
| MARSHALL WACE, LLP | 11.7M | 1.8% |
| MILLENNIUM MANAGEMENT LLC | 10.5M | 1.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.2M | 1.6% |
| DIMENSIONAL FUND ADVISORS LP | 10.0M | 1.5% |
| BANK OF AMERICA CORP /DE/ | 9.1M | 1.4% |
| VANGUARD FIDUCIARY TRUST CO | 8.1M | 1.2% |
| NORTHERN TRUST CORP | 7.6M | 1.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.3M | 1.1% |
| CITIGROUP INC | 6.3M | 1.0% |
| BANK OF MONTREAL /CAN/ | 6.2M | 0.9% |
| HRT FINANCIAL LP | 6.0M | 0.9% |
| WELLS FARGO & COMPANY/MN | 5.9M | 0.9% |
| Sumitomo Mitsui Trust Group, Inc. | 5.7M | 0.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 5.2M | 0.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.9M | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | Reduced | 42.7M | 14.7M | -28.0M |
| GOLDMAN SACHS GROUP INC | Increased | 12.5M | 35.2M | +22.7M |
| Qube Research & Technologies Ltd | Sold Out | 16.8M | 0 | -16.8M |
| JANE STREET GROUP, LLC | Reduced | 18.0M | 1.5M | -16.5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 12.7M | 2.3M | -10.3M |
| CITADEL ADVISORS LLC | Reduced | 11.0M | 1.1M | -9.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 4.8M | 10.2M | +5.5M |
| Defiance ETFs, LLC | Sold Out | 5.4M | 0 | -5.4M |
| MARSHALL WACE, LLP | Increased | 6.5M | 11.7M | +5.2M |
| Squarepoint Ops LLC | Reduced | 4.7M | 548.6K | -4.2M |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 4.8M | 1.6M | -3.2M |
| Capula Management Ltd | New | 0 | 3.0M | +3.0M |
| CANTOR FITZGERALD, L. P. | New | 0 | 3.0M | +3.0M |
| BlackRock, Inc. | Increased | 69.6M | 72.4M | +2.9M |
| Daiwa Securities Group Inc. | Reduced | 2.9M | 150.2K | -2.7M |
| DAVENPORT & Co LLC | Increased | 49.6K | 2.8M | +2.7M |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 26.0M | 23.4M | -2.6M |
| HRT FINANCIAL LP | Reduced | 8.3M | 6.0M | -2.3M |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 2.3M | 0 | -2.3M |
| Harvest Portfolios Group Inc. | Increased | 2.5M | 4.8M | +2.3M |
| MILLENNIUM MANAGEMENT LLC | Increased | 8.3M | 10.5M | +2.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Increased | 1.7M | 3.8M | +2.1M |
| ROYAL BANK OF CANADA | Reduced | 6.8M | 4.8M | -2.0M |
| Optiver Holding B.V. | Reduced | 2.3M | 333.1K | -2.0M |
| TORONTO DOMINION BANK | Reduced | 2.2M | 201.8K | -2.0M |
| JPMORGAN CHASE & CO | Increased | 1.8M | 3.7M | +1.9M |
| National Pension Service | Reduced | 1.8M | 71.8K | -1.7M |
| MORGAN STANLEY | Reduced | 21.3M | 19.5M | -1.7M |
| BANK OF AMERICA CORP /DE/ | Reduced | 10.8M | 9.1M | -1.7M |
| Bienville Capital Management, LLC | New | 0 | 1.5M | +1.5M |
| WELLS FARGO & COMPANY/MN | Increased | 4.4M | 5.9M | +1.5M |
| STATE STREET CORP | Increased | 27.3M | 28.8M | +1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 1.6M | 286.7K | -1.3M |
| Trexquant Investment LP | Reduced | 2.3M | 1.0M | -1.3M |
| Jump Financial, LLC | Sold Out | 1.3M | 0 | -1.3M |
| IMC-Chicago, LLC | Reduced | 2.3M | 1.0M | -1.3M |
| UBS Group AG | Reduced | 36.4M | 35.2M | -1.2M |
| CITIGROUP INC | Reduced | 7.5M | 6.3M | -1.2M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | 5.4M | 4.3M | -1.2M |
| FIRST TRUST ADVISORS LP | Reduced | 1.2M | 23.7K | -1.1M |
| TWO SIGMA INVESTMENTS, LP | Reduced | 1.5M | 443.2K | -1.0M |
| GROUP ONE TRADING LLC | Reduced | 1.3M | 260.9K | -997.0K |
| NATIONAL BANK OF CANADA /FI/ | Increased | 606.7K | 1.5M | +937.1K |
| Man Group plc | Reduced | 1.1M | 148.1K | -936.8K |
| Hudson Bay Capital Management LP | Reduced | 1.2M | 304.3K | -920.0K |
| BARCLAYS PLC | Reduced | 2.8M | 1.9M | -916.5K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 9.1M | 10.0M | +896.5K |
| SIERRA SUMMIT ADVISORS LLC | New | 0 | 895.3K | +895.3K |
| Entropy Technologies, LP | Reduced | 910.6K | 16.1K | -894.5K |
| FORA Capital, LLC | Reduced | 1.5M | 573.3K | -886.5K |
| DEUTSCHE BANK AG\ | Increased | 1.6M | 2.5M | +863.3K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 57.1M | 57.9M | +820.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 6.5M | 7.3M | +809.9K |
| Quantitative Investment Management, LLC | Reduced | 760.2K | 11.5K | -748.7K |
| Arax Advisory Partners | Increased | 20.5K | 693.4K | +672.9K |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Increased | 1.0M | 1.6M | +648.7K |
| Marex Group plc | Increased | 958.8K | 1.6M | +621.8K |
| Convergence Financial, LLC | New | 0 | 600.3K | +600.3K |
| BANK OF MONTREAL /CAN/ | Reduced | 6.8M | 6.2M | -598.5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 4.6M | 5.2M | +592.0K |
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.