SoFi Technologies, Inc. — Institutional Ownership
Which tracked institutions hold SOFI, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
43
Funds holding
$5322355986
Total value held
Buying
30 added/new · 13 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1298924652 | 72444208 | +2887044 | +4.15% |
| 2 | Ubs Group Ag | $999038944 | 55718848 | +55718848 | NEW BUY |
| 3 | Goldman Sachs Group Inc | $939029557 | 52371978 | +33449409 | +176.77% |
| 4 | State Street Corp | $515732424 | 28763660 | +1448463 | +5.30% |
| 5 | Morgan Stanley | $350019518 | 19521442 | -1737325 | -8.17% |
| 6 | Bank Of Montreal /Can/ | $188669699 | 10522571 | -2522527 | -19.34% |
| 7 | Bank Of America Corp /De/ | $163807884 | 9135967 | -1706381 | -15.74% |
| 8 | Northern Trust Corp | $136635116 | 7620475 | +273810 | +3.73% |
| 9 | Citigroup Inc | $124311899 | 6933179 | +3727986 | +116.31% |
| 10 | Wells Fargo & Company/Mn | $105524988 | 5885387 | +1460880 | +33.02% |
| 11 | Jpmorgan Chase & Co | $99772291 | 5485007 | +2246121 | +69.35% |
| 12 | Royal Bank Of Canada | $85252000 | 4754654 | -4701177 | -49.72% |
| 13 | Bank Of New York Mellon Corp | $72531086 | 4045236 | +16824 | +0.42% |
| 14 | Barclays Plc | $62269473 | 3472921 | -2152058 | -38.26% |
| 15 | Jefferies Financial Group Inc. | $30377060 | 1694203 | +1694203 | NEW BUY |
| 16 | Marex Group Ltd | $28339423 | 1580559 | +621793 | +64.85% |
| 17 | Invesco Ltd. | $27693638 | 1544542 | +1544542 | NEW BUY |
| 18 | Ameriprise Financial Inc | $27655559 | 1542568 | +1542568 | NEW BUY |
| 19 | Nomura Holdings Inc | $18571750 | 1035792 | -1062983 | -50.65% |
| 20 | Raymond James Financial Inc | $15717313 | 876593 | +111493 | +14.57% |
| 21 | Toronto Dominion Bank | $6862800 | 382755 | -3992277 | -91.25% |
| 22 | Sei Investments Co | $5962464 | 332537 | -44603 | -11.83% |
| 23 | Truist Financial Corp | $4835308 | 269677 | +192337 | +248.69% |
| 24 | Us Bancorp \De\ | $2269437 | 126572 | +14357 | +12.79% |
| 25 | Equitable Holdings, Inc. | $1610257 | 89808 | +16747 | +22.92% |
| 26 | Franklin Resources Inc | $1425488 | 79503 | -2426 | -2.96% |
| 27 | Janus Henderson Group Plc | $1417834 | 89200 | +89200 | NEW BUY |
| 28 | Bank Of Nova Scotia | $1301115 | 72567 | +11458 | +18.75% |
| 29 | M&T Bank Corp | $1046998 | 58367 | +1027 | +1.79% |
| 30 | Pnc Financial Services Group, Inc. | $1028035 | 57336 | +3543 | +6.59% |
| 31 | Stifel Financial Corp | $921191 | 51377 | +51377 | NEW BUY |
| 32 | Allstate Corp | $903851 | 50410 | -39042 | -43.65% |
| 33 | Prudential Financial Inc | $846852 | 47231 | -2555 | -5.13% |
| 34 | Fifth Third Bancorp | $774407 | 43191 | +30769 | +247.70% |
| 35 | Stonex Group Inc. | $401605 | 24081 | +5872 | +32.25% |
| 36 | Citizens Financial Group Inc/Ri | $350836 | 19567 | +19567 | NEW BUY |
| 37 | Principal Financial Group Inc | $215644 | 12027 | -23344 | -66.00% |
| 38 | Southstate Bank Corp | $151778 | 8465 | +8465 | NEW BUY |
| 39 | Atlantic Union Bankshares Corp | $57215 | 3191 | -250 | -7.27% |
| 40 | Zions Bancorporation, National Association /Ut/ | $49666 | 2770 | +2770 | NEW BUY |
| 41 | First Horizon Corp | $43516 | 2427 | +2427 | NEW BUY |
| 42 | Cullen/Frost Bankers, Inc. | $4698 | 262 | +262 | NEW BUY |
| 43 | Mizuho Financial Group Inc | $717 | 40 | +40 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.