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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,297
shares
|
$267,174
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,193
shares
|
$264,714
0.0% of portfolio
|
Q4 2023
Reduced 35.62%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,162
shares
|
$263,981
0.0% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,157
shares
|
$263,863
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,125
shares
|
$263,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
11,094
shares
|
$262,373
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
10,984
shares
|
$259,771
0.0% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
10,900
shares
|
$257,784
0.04% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,771
shares
|
$254,734
0.0% of portfolio
|
Q2 2025
Added 147.72%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
10,700
shares
|
$253,054
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
10,650
shares
|
$251,872
0.12% of portfolio
|
Q3 2024
Reduced 53.7%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
10,578
shares
|
$250,169
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
10,565
shares
|
$249,862
0.01% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
10,366
shares
|
$245,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
10,341
shares
|
$244,564
0.0% of portfolio
|
Q2 2025
Reduced 32.65%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,332
shares
|
$244,351
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
10,250
shares
|
$242,412
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
10,248
shares
|
$242,365
0.0% of portfolio
|
Q2 2025
Reduced 75.43%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,000
shares
|
$236,500
0.05% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
10,000
shares
|
$236,500
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
9,986
shares
|
$236,168
0.11% of portfolio
|
Q2 2025
Added 703.38%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,855
shares
|
$233,070
0.04% of portfolio
|
Q2 2025
Reduced 32.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,750
shares
|
$230,587
0.02% of portfolio
|
Q2 2025
Added 1200.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,136
shares
|
$216,066
0.0% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
8,591
shares
|
$203,177
0.01% of portfolio
|
Q2 2025
Added 0.35%
|