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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,927
shares
|
$305,723
0.0% of portfolio
|
Q2 2025
Reduced 47.82%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,906
shares
|
$305,226
0.02% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
12,857
shares
|
$304,068
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
12,842
shares
|
$303,713
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
12,571
shares
|
$297,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
12,554
shares
|
$296,902
0.01% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
12,538
shares
|
$296,523
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
12,500
shares
|
$295,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
12,491
shares
|
$295,412
0.0% of portfolio
|
Q2 2025
Reduced 26.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
12,469
shares
|
$294,891
0.01% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,435
shares
|
$294,087
0.0% of portfolio
|
Q2 2024
Reduced 25.78%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
12,261
shares
|
$289,972
0.06% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
12,200
shares
|
$288,530
0.02% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
12,157
shares
|
$287,513
0.05% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
12,026
shares
|
$284,414
0.05% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
11,950
shares
|
$282,617
0.0% of portfolio
|
Q2 2025
Added 1607.14%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
11,872
shares
|
$280,772
0.06% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
11,751
shares
|
$277,911
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
11,614
shares
|
$274,671
0.0% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
11,500
shares
|
$271,975
0.07% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
11,492
shares
|
$271,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,350
shares
|
$268,427
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
11,341
shares
|
$268,214
0.04% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
11,328
shares
|
$267,907
0.01% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
11,300
shares
|
$267,245
0.1% of portfolio
|
Q2 2025
Reduced 0.88%
|