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 |
|---|---|---|---|---|---|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
17,713
shares
|
$304,309
0.19% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,463
shares
|
$300,014
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
17,333
shares
|
$297,780
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
17,333
shares
|
$297,780
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,313
shares
|
$297,437
0.08% of portfolio
|
Q1 2023
Added 22.24%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
17,105
shares
|
$293,863
0.0% of portfolio
|
Q1 2025
Added 31.53%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
17,074
shares
|
$293,331
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
16,850
shares
|
$289,483
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,798
shares
|
$288,589
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
16,775
shares
|
$288,194
0.03% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
16,665
shares
|
$286,304
0.14% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
16,601
shares
|
$285,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
16,415
shares
|
$282,009
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
16,358
shares
|
$281,030
0.01% of portfolio
|
Q1 2025
Reduced 83.99%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
16,300
shares
|
$280,034
0.06% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,202
shares
|
$278,350
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
16,188
shares
|
$278,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
16,116
shares
|
$276,872
0.08% of portfolio
|
Q1 2025
Reduced 25.95%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
16,109
shares
|
$276,752
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riverwood Capital Management Ltd.
|
Nov 14, 2024 Q3 2024 |
16,077
shares
|
$276,202
0.32% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
16,064
shares
|
$275,979
0.0% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
15,933
shares
|
$273,728
0.01% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
15,900
shares
|
$273,162
0.04% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
15,685
shares
|
$269,468
0.11% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Apr 08, 2025 Q1 2025 |
15,580
shares
|
$267,664
0.15% of portfolio
|
Q1 2025
Added 10.57%
|