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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
7,174
shares
|
$123,249
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
7,000
shares
|
$120,260
0.06% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
6,600
shares
|
$113,388
0.05% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
6,110
shares
|
$104,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,851
shares
|
$100,520
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,456
shares
|
$93,734
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,380
shares
|
$92,428
0.01% of portfolio
|
Q2 2022
Added 75.13%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
5,250
shares
|
$90,195
0.02% of portfolio
|
Q1 2025
Added 2000.0%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
5,166
shares
|
$88,751
0.0% of portfolio
|
Q1 2024
Reduced 67.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
5,134
shares
|
$88,202
0.01% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,885
shares
|
$83,924
0.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
4,862
shares
|
$83,529
0.0% of portfolio
|
Q1 2025
Added 1636.43%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
4,812
shares
|
$82,670
0.0% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,796
shares
|
$82,395
0.0% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,579
shares
|
$78,667
0.0% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,439
shares
|
$76,262
0.01% of portfolio
|
Q2 2024
Added 12.69%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,378
shares
|
$75,214
0.02% of portfolio
|
Q1 2025
Added 552.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,348
shares
|
$74,698
0.0% of portfolio
|
Q1 2025
Added 73.3%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
4,273
shares
|
$73,410
0.01% of portfolio
|
Q1 2025
Added 754.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,252
shares
|
$73,049
0.0% of portfolio
|
Q1 2025
Reduced 52.71%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,038
shares
|
$69,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
4,000
shares
|
$68,720
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
4,000
shares
|
$68,720
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
3,900
shares
|
$67,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
3,872
shares
|
$66,520
0.04% of portfolio
|
Q1 2025
New holding
|