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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
14,310
shares
|
$338,431
0.02% of portfolio
|
Q4 2024
Added 965.52%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,229
shares
|
$336,515
0.01% of portfolio
|
Q2 2025
Added 62.54%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
14,214
shares
|
$336,161
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
14,155
shares
|
$334,765
0.03% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
14,139
shares
|
$334,387
0.03% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
14,042
shares
|
$332,093
0.0% of portfolio
|
Q2 2025
Added 63.53%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
14,000
shares
|
$331,100
0.04% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
13,941
shares
|
$329,704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,798
shares
|
$326,322
0.01% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
13,796
shares
|
$326,275
0.0% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,775
shares
|
$325,778
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,714
shares
|
$324,336
0.01% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,682
shares
|
$323,579
0.11% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
13,676
shares
|
$323,437
0.01% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
13,600
shares
|
$321,640
0.15% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
13,500
shares
|
$319,275
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
13,400
shares
|
$316,910
0.1% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
13,376
shares
|
$316,342
0.01% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
13,318
shares
|
$314,970
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,264
shares
|
$313,693
0.02% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,250
shares
|
$313,362
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,206
shares
|
$312,321
0.01% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,150
shares
|
$310,997
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,000
shares
|
$307,450
0.0% of portfolio
|
Q4 2021
Reduced 0.57%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
12,967
shares
|
$306,669
0.09% of portfolio
|
Q2 2025
Reduced 0.91%
|