SoFi Technologies Inc. Common Stock (SOFI) Ownership

7.55 ↑0.41 (5.74%)

As of May 27, 2022, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Franklin Resources Inc is the biggest individual institutional holder of SoFi Technologies Inc. Common Stock (SOFI), owning a total of 3.6 million shares. Combined, the top 101 institutional holders of SOFI own 2.50% of the company with a total of 19.8 million shares.

In the latest ownership report, the top 101 institutional holders have increased their combined ownership of SOFI by 6.8 million shares, a 25.47% increase from the quarter prior.

Institution Ownership Chart

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin Resources Inc	0.453%	0.000%	3,600,018	3,600,018	2021-03-31
Franklin Advisers, Inc.	0.442%	0.000%	3,514,889	3,514,889	2021-03-31
Gilder Gagnon Howe & CO LLC	0.293%	0.000%	2,327,063	2,327,063	2021-03-31
Athanor Capital, LP	0.116%	0.000%	920,578	920,578	2021-03-31
Morgan Stanley - Brokerage Accounts	0.102%	2,526.040%	807,087	776,353	2021-03-31
Alta Park Capital, LP	0.091%	0.000%	723,852	723,852	2021-03-31
Bank of America Corp	0.080%	70,019.900%	633,884	632,980	2021-03-31
BOFA SECURITIES, INC.	0.079%	0.000%	631,300	631,300	2021-03-31
Longitude (Cayman) Ltd.	0.079%	0.000%	627,000	627,000	2021-03-31
Mmcap International Inc. Spc	0.074%	0.000%	590,296	590,296	2020-12-31
Susquehanna International Group, LLP	0.074%	-21.001%	589,850	-156,800	2021-03-31
Natixis SA	0.069%	0.000%	545,143	545,143	2021-03-31
Riverpark Advisors, LLC	0.051%	0.000%	403,185	403,185	2021-03-31
Miller Value Partners, LLC	0.050%	0.000%	396,488	396,488	2021-03-31
Ratan Capital Management LP	0.035%	0.000%	280,125	280,125	2021-03-31
UBS Group AG	0.032%	4,718.600%	250,567	245,367	2021-03-31
TD Asset Management Inc	0.028%	-62.350%	225,900	-374,100	2021-03-31
Hartline Investment Corp	0.025%	0.000%	198,171	198,171	2021-03-31
HRT FINANCIAL LLC	0.025%	0.000%	196,631	196,631	2021-03-31
First Republic Inv Mgmt Inc	0.024%	0.000%	193,534	193,534	2021-03-31
E Fund Management Co., Ltd.	0.021%	0.000%	165,222	165,222	2021-03-31
J.P. Morgan Securities Inc	0.019%	0.000%	148,389	148,389	2021-03-31
JPMorgan Chase & Co	0.019%	0.000%	148,389	148,389	2021-03-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.	0.019%	0.000%	147,334	147,334	2021-03-31
Morgan Stanley Smith Barney LLC	0.018%	2,795.300%	141,551	136,662	2021-03-31
Goldman Sachs Group Inc	0.018%	-78.303%	140,316	-506,400	2021-03-31
Creative Planning Inc	0.017%	0.000%	134,569	134,569	2021-03-31
Advisor Group Holdings, Inc.	0.017%	2,295.370%	133,542	127,967	2021-03-31
JANE STREET GROUP, LLC	0.015%	0.000%	121,036	121,036	2021-03-31
COWEN AND COMPANY, LLC	0.013%	0.000%	102,100	102,100	2021-03-31
Securities America Advisors Inc	0.013%	3,236.170%	100,085	97,085	2021-03-31
Raymond James Finl Svs Advisors, Inc.	0.012%	136.217%	94,579	54,540	2021-03-31
Royal Bank of Canada	0.011%	878.482%	85,216	76,507	2021-03-31
SG Americas Securities, LLC	0.008%	0.000%	61,173	61,173	2021-03-31
Financial Architects, Inc	0.007%	0.000%	55,000	55,000	2021-03-31
Schonfeld Strategic Advisors LLC	0.007%	-94.776%	52,761	-957,239	2021-03-31
Penserra Capital Management, LLC	0.005%	159.044%	42,965	26,379	2021-03-31
Wolverine Trading LLC	0.005%	0.000%	42,808	42,808	2021-03-31
SkyView Investment Advisors, LLC	0.005%	0.000%	43,050	0	2021-06-30
LPL Financial Corp	0.005%	88.618%	39,357	18,491	2021-03-31
Wedbush Morgan Securities Inc	0.004%	0.000%	33,160	33,160	2021-03-31
Nomura Holdings Inc	0.004%	0.000%	31,068	31,068	2021-03-31
Creegan & Nassoura Financial Group, LLC	0.004%	0.000%	28,575	28,575	2021-03-31
Hovey Youngman Associates Inc	0.003%	99.271%	22,958	11,437	2021-03-31
BLUEFIN CAPITAL MANAGEMENT, LLC	0.003%	0.000%	19,900	19,900	2021-03-31
ROCKEFELLER FINANCIAL LLC	0.002%	0.000%	17,218	17,218	2021-03-31
Royal Alliance Associates Inc	0.002%	517.670%	15,905	13,330	2021-03-31
National Asset Management Inc	0.002%	-14.239%	13,263	-2,202	2021-03-31
HARBOUR INVESTMENTS, INC.	0.000%	0.000%	1,591	1,591	2021-03-31
Sound Income Strategies, LLC	0.000%	0.000%	1,500	1,500	2021-03-31
IFP Advisors, LLC	0.000%	0.000%	700	700	2021-03-31
Joseph P. Lucia & Associates, LLC	0.000%	0.000%	1,000	1,000	2021-03-31
Charter Oak Capital Management, LLC	0.000%	0.000%	20	20	2021-03-31
HBK INVESTMENTS L P	0.000%	-100.000%	0	-725,000	2021-03-31
Hudock Moyer Wealth Resources, LLC	0.000%	0.000%	51	51	2021-03-31
Manchester Financial Inc	0.000%	0.000%	35	35	2021-03-31
Parallel Advisors, LLC	0.000%	0.000%	25	25	2021-03-31
Sowell Financial Services, LLC	0.000%	0.000%	6	6	2021-03-31
Tower Research Capital LLC	0.000%	0.000%	101	101	2021-03-31
Westside Investment Management, Inc.	0.000%	0.000%	200	200	2021-03-31
AdvisorNet Financial, Inc	0.000%	-100.000%	0	-260	2021-06-30
Ancora Advisors LLC	0.000%	-100.000%	0	-1,500	2021-06-30
BMO Asset Management Inc	0.000%	-100.000%	0	-88,110	2021-06-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.	0.000%	-100.000%	0	-147,334	2021-06-30
CAROLINAS WEALTH CONSULTING LLC	0.000%	-100.000%	0	-100	2021-06-30
Credit Suisse First Boston (CSFB)	0.000%	-100.000%	0	-14,300	2021-06-30
Financial Architects, Inc	0.000%	-100.000%	0	-55,000	2021-06-30
Front Row Advisors LLC	0.000%	-100.000%	0	-100	2021-06-30
FTB Advisors, Inc	0.000%	-100.000%	0	-1,025	2021-06-30
Gilder Gagnon Howe & CO LLC	0.000%	-100.000%	0	-2,327,063	2021-06-30
Goldman Sachs Group Inc	0.000%	-100.000%	0	-140,316	2021-06-30
Hartline Investment Corp	0.000%	-100.000%	0	-198,171	2021-06-30
International Assets Investment Management, LLC	0.000%	-100.000%	0	-5,375	2021-06-30
Janney Montgomery Scott LLC	0.000%	-100.000%	0	-13,694	2021-06-30
KESTRA PRIVATE WEALTH SERVICES, LLC	0.000%	-100.000%	0	-81,600	2021-06-30
Miller Value Partners, LLC	0.000%	-100.000%	0	-396,488	2021-06-30
Morgan Stanley - Brokerage Accounts	0.000%	-100.000%	0	-807,087	2021-06-30
Oxinas Partners Wealth Management LLC	0.000%	-100.000%	0	-14,000	2021-06-30
Parsons Capital Management Inc	0.000%	-100.000%	0	-10,000	2021-06-30
Peoples Financial Services Corp	0.000%	-100.000%	0	-400	2021-06-30
Raymond James & Associates	0.000%	-100.000%	0	-46,121	2021-06-30
Royal Bank of Canada	0.000%	-100.000%	0	-85,216	2021-06-30
SG Americas Securities, LLC	0.000%	-100.000%	0	-61,173	2021-06-30
SignatureFD, LLC	0.000%	-100.000%	0	-10,295	2021-06-30
Spire Wealth Management	0.000%	-100.000%	0	-700	2021-06-30
Steward Partners Investment Advisory, LLC	0.000%	-100.000%	0	-28,562	2021-06-30
Strategic Wealth Advisors Group Inc	0.000%	-100.000%	0	-29,340	2021-06-30
Susquehanna International Group, LLP	0.000%	-100.000%	0	-589,850	2021-06-30
Toth Financial Advisory Corp	0.000%	-100.000%	0	-1,000	2021-06-30
Tower Research Capital LLC	0.000%	-100.000%	0	-101	2021-06-30
U.S. Bancorp	0.000%	-100.000%	0	-1,000	2021-06-30
Wells Fargo & Co	0.000%	-100.000%	0	-120,130	2021-06-30
Woodmont Investment Counsel LLC	0.000%	-100.000%	0	-10,000	2021-06-30
Wunderlich Securities Inc	0.000%	-100.000%	0	-59,295	2021-06-30
E Fund Management Co., Ltd.	0.000%	-100.000%	0	-165,222	2021-09-30
Hovey Youngman Associates Inc	0.000%	-100.000%	0	-22,958	2021-09-30
Joseph P. Lucia & Associates, LLC	0.000%	-100.000%	0	-1,000	2021-09-30
SkyView Investment Advisors, LLC	0.000%	-100.000%	0	-43,050	2021-09-30
Wedbush Morgan Securities Inc	0.000%	-100.000%	0	-33,160	2021-09-30
Westside Investment Management, Inc.	0.000%	-100.000%	0	-200	2021-09-30
Franklin Advisers, Inc.	0.000%	-100.000%	0	-3,514,889	2021-12-31

Mutual Fund Ownership

Franklin U.S. Opportunities Composite is the biggest individual fund holder of SoFi Technologies Inc. Common Stock (SOFI), owning a total of 2 million shares. Combined, the top 20 mutual fund holders of SOFI own 0.51% of the company with a total of 4.1 million shares.

In the latest ownership report, the top 20 mutual funds have increased their combined ownership of SOFI by 3.1 million shares, a 43.69% increase from the quarter prior.

Mutual Funds Chart

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin U.S. Opportunities Composite	0.248%	0.000%	1,973,681	1,973,681	2021-03-31
JHancock Small Cap Core NAV	0.080%	0.000%	637,836	0	2021-05-31
TD Global Conservative Opps - I	0.067%	0.000%	531,100	531,100	2020-12-31
Picton Mahoney Fortified Arbtrg Pl Alt F	0.031%	0.000%	243,200	243,200	2020-12-31
New Capital US Small Cp Gr USD Ins Acc	0.015%	30.368%	121,293	28,254	2021-05-31
Vivaldi Merger Arbitrage I	0.014%	0.000%	113,616	113,616	2020-12-31
New Capital US Small Cp Gr USD Ins Acc	0.012%	30.354%	93,039	21,665	2021-04-30
New Capital US Small Cp Gr USD Ins Acc	0.009%	4.423%	71,374	3,023	2021-03-31
TD Global Balanced Opportunities - I	0.009%	0.000%	68,900	68,900	2020-12-31
Hennessy Large Cap Financial Investor	0.007%	0.000%	59,000	59,000	2021-03-31
Picton Mahoney Fortified Arbtrg Alt Fd F	0.005%	0.000%	35,800	35,800	2020-12-31
Defiance Next Gen SPAC Derived ETF	0.003%	0.000%	27,165	0	2021-06-08
Picton Mahoney Arbitrage Fund F	0.003%	0.000%	24,700	24,700	2020-12-31
Gabelli Merger Plus+ Trust Ord	0.002%	0.000%	17,185	17,185	2020-12-31
Invenomic Institutional	0.001%	0.000%	10,780	10,780	2021-01-31
Morgan Creek Exos SPAC Originated ETF	0.001%	0.000%	9,612	0	2021-06-08
Alcalá Multigestión Oricalco FI	0.001%	0.000%	9,000	9,000	2021-02-28
FDP Canadian Dividend Equity Portfolio A	0.001%	0.000%	4,344	4,344	2020-12-31
Nationwide Multi-Cap Portfolio R6	0.000%	-1.205%	82	-1	2021-05-31
Franklin Growth Opportunities SMA Comp	0.000%	0.000%	70	70	2021-03-31