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 |
|---|---|---|---|---|---|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
10,700
shares
|
$183,826
0.02% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
10,650
shares
|
$182,967
0.08% of portfolio
|
Q3 2024
Reduced 53.7%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
10,646
shares
|
$182,898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
10,612
shares
|
$182,314
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
10,578
shares
|
$181,730
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
10,565
shares
|
$181,506
0.01% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
10,540
shares
|
$181,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
10,321
shares
|
$177,314
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,202
shares
|
$175,270
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
10,124
shares
|
$173,930
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,039
shares
|
$172,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
10,000
shares
|
$171,800
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
10,000
shares
|
$171,800
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$171,800
0.03% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
8,754
shares
|
$150,393
0.0% of portfolio
|
Q1 2025
Added 19.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,587
shares
|
$147,524
0.0% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
8,561
shares
|
$147,077
0.0% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
8,114
shares
|
$139,398
0.0% of portfolio
|
Q1 2025
Added 55.02%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
7,888
shares
|
$135,515
0.01% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,677
shares
|
$131,890
0.01% of portfolio
|
Q1 2025
Added 109571.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,539
shares
|
$129,520
0.01% of portfolio
|
Q1 2025
Added 49.02%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,500
shares
|
$128,850
0.01% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
7,450
shares
|
$127,991
0.05% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
7,237
shares
|
$124,331
0.02% of portfolio
|
Q1 2025
Added 100.58%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7,193
shares
|
$123,575
0.0% of portfolio
|
Q1 2025
Added 45.93%
|