AI Holders Summary · Q1 2026

997 institutions reported SOFI in Q1 2026. JANE STREET GROUP, LLC leads at 12.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1.6B101.2M0.21%Q1 2026 02

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1.5B85.1M0.12%Q2 2026 03

D. E. Shaw & Co., Inc.

CIK 0001009207

$1.4B53.5M0.77%Q4 2025 04

BlackRock, Inc.

CIK 0002012383

$1.3B72.4M0.02%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.0B57.9M0.02%Q2 2026 06

UBS Group AG

CIK 0001610520

$999M55.7M0.13%Q2 2026 07

GOLDMAN SACHS GROUP INC

CIK 0000886982

$939M52.4M0.08%Q2 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$910M50.7M0.04%Q2 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$657M36.7M0.08%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$516M28.8M0.02%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$418M23.4M0.02%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$350M19.5M0.02%Q2 2026 13

TWO SIGMA ADVISERS, LP

CIK 0001478735

$270M10.3M0.52%Q4 2025 14

NORGES BANK

CIK 0001374170· Sovereign

$244M13.6M0.02%Q2 2026 15

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$239M13.3M0.09%Q2 2026 16

MARSHALL WACE, LLP

CIK 0001318757

$210M11.7M0.17%Q2 2026 17

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

$206M7.9M0.72%Q4 2025 18

BANK OF MONTREAL /CAN/

CIK 0000927971

$189M10.5M0.06%Q2 2026 19

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$179M10.0M0.03%Q2 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$164M9.1M0.01%Q2 2026

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