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 |
|---|---|---|---|---|---|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,775
shares
|
$236,654
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
13,632
shares
|
$234,197
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
13,610
shares
|
$233,819
0.1% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
13,551
shares
|
$232,806
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,544
shares
|
$232,685
0.01% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
13,500
shares
|
$231,930
0.12% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
13,361
shares
|
$229,541
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
13,303
shares
|
$228,545
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,300
shares
|
$228,494
0.07% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,250
shares
|
$227,635
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,200
shares
|
$226,776
0.0% of portfolio
|
Q1 2025
Reduced 39.56%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,150
shares
|
$225,917
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
13,129
shares
|
$225,556
0.0% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
13,086
shares
|
$224,817
0.06% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,000
shares
|
$223,340
0.0% of portfolio
|
Q4 2021
Reduced 0.57%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
12,949
shares
|
$222,463
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
12,893
shares
|
$221,501
0.02% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
12,670
shares
|
$217,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
12,485
shares
|
$214,492
0.03% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,435
shares
|
$213,633
0.0% of portfolio
|
Q2 2024
Reduced 25.78%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
12,400
shares
|
$213,032
0.0% of portfolio
|
Q3 2023
Reduced 66.12%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
12,395
shares
|
$212,946
0.11% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
12,359
shares
|
$212,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,285
shares
|
$211,056
0.0% of portfolio
|
Q1 2025
Reduced 37.46%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
12,261
shares
|
$210,643
0.04% of portfolio
|
Q4 2024
Added 0.5%
|