AI Holders Summary · Q4 2025

991 institutions reported SOFI in Q4 2025. CITADEL ADVISORS LLC leads at 12.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

CITADEL ADVISORS LLC

CIK 0001423053

$1.6B62.7M0.25%Q4 2025 02

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1.6B101.2M0.21%Q1 2026 03

D. E. Shaw & Co., Inc.

CIK 0001009207

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

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1.4B86.9M0.15%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$1.3B72.4M0.02%Q2 2026 06

UBS Group AG

CIK 0001610520

$941M59.2M0.14%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$907M57.1M0.02%Q1 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$809M51.0M0.04%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$516M28.8M0.02%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$413M26.0M0.03%Q1 2026 11

MORGAN STANLEY

CIK 0000895421

$338M21.3M0.02%Q1 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$300M18.9M0.03%Q1 2026 13

Qube Research & Technologies Ltd

CIK 0001729829

$295M18.6M0.33%Q1 2026 14

TWO SIGMA ADVISERS, LP

CIK 0001478735

$270M10.3M0.52%Q4 2025 15

Squarepoint Ops LLC

CIK 0001642575

$229M14.4M0.27%Q1 2026 16

BANK OF MONTREAL /CAN/

CIK 0000927971

$207M13.0M0.08%Q1 2026 17

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

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

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$180M11.4M0.08%Q1 2026 19

MARSHALL WACE, LLP

CIK 0001318757

$174M6.7M0.16%Q4 2025 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$172M10.8M0.01%Q1 2026

Page 1 of 50

971 more holders available. Log in →