Institutional Ownership So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI). We have compiled data on the 903 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
86,121
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
85,570
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
84,880
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 203.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
84,454
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
83,756
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
83,691
shares
|
$1.98 Million
0.71% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
82,105
shares
|
$1.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
81,449
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
80,585
shares
|
$1.91 Million
0.05% of portfolio
|
Q2 2025
Added 160.68%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
77,815
shares
|
$1.84 Million
0.25% of portfolio
|
Q2 2025
Added 152.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
77,302
shares
|
$1.83 Million
0.03% of portfolio
|
Q2 2025
Reduced 62.01%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
77,086
shares
|
$1.82 Million
0.1% of portfolio
|
Q2 2025
Reduced 75.59%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
77,032
shares
|
$1.82 Million
0.6% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
76,552
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Added 296.91%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
75,310
shares
|
$1.78 Million
0.67% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
74,223
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
74,144
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
72,482
shares
|
$1.71 Million
0.39% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
72,453
shares
|
$1.71 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
71,742
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.51%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
71,500
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
70,540
shares
|
$1.67 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
70,370
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
70,194
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
68,939
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.43%
|