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 854 institutions that hold shares in the stock, with a total of 519 Million shares, which have been reported (via 13F filing form) to have a value of $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,634
shares
|
$646,552
0.0% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
36,625
shares
|
$629,217
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
36,353
shares
|
$624,544
0.0% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
36,225
shares
|
$622,345
0.03% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
35,950
shares
|
$617,621
0.07% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,867
shares
|
$616,195
0.07% of portfolio
|
Q1 2025
Added 110.6%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
35,846
shares
|
$615,834
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
34,047
shares
|
$584,927
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
33,855
shares
|
$581,628
0.02% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
33,765
shares
|
$580,082
0.06% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
33,749
shares
|
$579,807
0.01% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
33,165
shares
|
$569,774
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
33,155
shares
|
$569,602
0.01% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
33,126
shares
|
$569,104
0.01% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
32,831
shares
|
$564,036
2.17% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
32,780
shares
|
$563,160
0.0% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
32,360
shares
|
$555,944
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
31,625
shares
|
$543,317
0.45% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
31,486
shares
|
$540,929
0.15% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
31,300
shares
|
$537,734
0.28% of portfolio
|
Q1 2025
Reduced 29.74%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
31,040
shares
|
$533,267
0.0% of portfolio
|
Q1 2025
Reduced 58.92%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
30,913
shares
|
$531,085
0.02% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
30,840
shares
|
$529,831
0.08% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
30,558
shares
|
$524,986
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cannon Global Investment Management, LLC
|
Apr 28, 2025 Q1 2025 |
30,000
shares
|
$515,400
0.7% of portfolio
|
Q1 2025
Reduced 14.29%
|