SoFi Technologies, Inc. — Institutional Ownership

Which tracked institutions hold SOFI, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

34
Funds holding
$3436138353
Total value held
Buying
25 added/new · 8 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $1104567772 69557164 +421163 +0.61%
2 State Street Corp $433765328 27315197 +1377269 +5.31%
3 Morgan Stanley $337589248 21258767 +7935401 +59.56%
4 Goldman Sachs Group Inc $300490395 18922569 +5645685 +42.52%
5 Bank Of Montreal /Can/ $207156157 13045098 NEW BUY
6 Bank Of America Corp /De/ $172176482 10842348 -2563015 -19.12%
7 Wells Fargo & Company/Mn $152911029 5840757 +658708 +12.71%
8 Royal Bank Of Canada $150159000 9455831 NEW BUY
9 Northern Trust Corp $116665040 7346665 +367575 +5.27%
10 Barclays Plc $89324666 5624979 NEW BUY
11 Citigroup Inc $83911953 3205193 -113529 -3.42%
12 Toronto Dominion Bank $69475511 4375032 NEW BUY
13 Bank Of New York Mellon Corp $63971179 4028412 -142255 -3.41%
14 Invesco Ltd. $52041075 1987818 +16052 +0.81%
15 Nomura Holdings Inc $33328547 2098775 NEW BUY
16 Ameriprise Financial Inc $18746849 1181529 -1015499 -46.22%
17 Marex Group Plc $15225204 958766 +526814 +121.96%
18 Raymond James Financial Inc $12149788 765100 -564791 -42.47%
19 Sei Investments Co $5989471 377140 NEW BUY
20 Allstate Corp $2341853 89452 +48283 +117.28%
21 Equitable Holdings, Inc. $1912737 73061 NEW BUY
22 Us Bancorp \De\ $1781974 112215 +30213 +36.84%
23 M&T Bank Corp $1501166 57340 +10383 +22.11%
24 Janus Henderson Group Plc $1417834 89200 NEW BUY
25 Franklin Resources Inc $1301032 81929 -96429 -54.06%
26 Banco Bilbao Vizcaya Argentaria, S.A. $1255461 81443 NEW BUY
27 Truist Financial Corp $1228160 77340 +6779 +9.61%
28 Bank Of Nova Scotia $970411 61109 NEW BUY
29 Pnc Financial Services Group, Inc. $854234 53793 -23712 -30.59%
30 Prudential Financial Inc $790602 49786 -5450 -9.87%
31 Principal Financial Group Inc $561691 35371 +3404 +10.65%
32 Stonex Group Inc. $289159 18209 NEW BUY
33 Fifth Third Bancorp $197259 12422 +9296 +297.38%
34 Atlantic Union Bankshares Corp $90086 3441 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.