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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
68,896
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
68,376
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
67,944
shares
|
$1.61 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
67,873
shares
|
$1.61 Million
0.14% of portfolio
|
Q1 2025
Added 275.49%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
67,528
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
67,397
shares
|
$1.59 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
66,058
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
65,661
shares
|
$1.55 Million
0.28% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
64,523
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
64,495
shares
|
$1.53 Million
0.16% of portfolio
|
Q2 2024
Added 218.32%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
64,000
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
63,566
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 54.0%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
63,295
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
63,271
shares
|
$1.5 Million
0.31% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
63,179
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
62,880
shares
|
$1.49 Million
0.21% of portfolio
|
Q2 2025
Added 54.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
62,856
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Added 36.5%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
62,812
shares
|
$1.49 Million
0.12% of portfolio
|
Q4 2022
Added 35.46%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
62,328
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
61,932
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
61,536
shares
|
$1.46 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
61,296
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
60,653
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 34.68%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
59,068
shares
|
$1.4 Million
1.12% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
58,537
shares
|
$1.38 Million
0.23% of portfolio
|
Q2 2025
New holding
|