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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
15,544
shares
|
$267,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
15,500
shares
|
$266,290
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
15,461
shares
|
$265,619
0.01% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
15,354
shares
|
$263,781
0.0% of portfolio
|
Q1 2025
Reduced 34.33%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
15,339
shares
|
$263,524
0.07% of portfolio
|
Q1 2025
Reduced 68.7%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
15,167
shares
|
$260,569
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
15,155
shares
|
$260,362
0.06% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
14,991
shares
|
$257,545
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
14,959
shares
|
$256,995
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
14,820
shares
|
$254,607
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
14,773
shares
|
$253,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
14,650
shares
|
$251,687
0.15% of portfolio
|
Q1 2025
Reduced 24.14%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
14,648
shares
|
$251,652
0.0% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
14,626
shares
|
$251,274
0.04% of portfolio
|
Q1 2025
Added 372.42%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
14,582
shares
|
$250,518
0.02% of portfolio
|
Q4 2023
Reduced 4.89%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
14,511
shares
|
$249,298
0.01% of portfolio
|
Q1 2025
Reduced 39.32%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
14,450
shares
|
$248,251
0.02% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
14,400
shares
|
$247,392
0.0% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
14,339
shares
|
$246,344
0.01% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
14,310
shares
|
$245,845
0.02% of portfolio
|
Q4 2024
Added 965.52%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
14,122
shares
|
$242,615
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
14,092
shares
|
$242,100
0.08% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,932
shares
|
$239,351
0.01% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
13,903
shares
|
$238,853
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
13,806
shares
|
$237,187
0.06% of portfolio
|
Q1 2025
Reduced 0.65%
|