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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,558
shares
|
$202,396
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,907
shares
|
$187,000
0.01% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,677
shares
|
$181,561
0.01% of portfolio
|
Q1 2025
Added 109571.43%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,600
shares
|
$179,740
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
7,474
shares
|
$176,760
0.0% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
7,338
shares
|
$173,543
0.01% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
7,237
shares
|
$171,155
0.03% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
7,165
shares
|
$169,452
0.01% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$165,550
0.08% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
6,892
shares
|
$162,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
6,600
shares
|
$156,090
0.08% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
6,570
shares
|
$155,380
0.0% of portfolio
|
Q2 2025
Added 276.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,957
shares
|
$140,883
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,851
shares
|
$138,376
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
5,851
shares
|
$138,376
0.0% of portfolio
|
Q2 2025
Added 22.0%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
5,592
shares
|
$132,250
0.09% of portfolio
|
Q2 2025
Added 63.7%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,380
shares
|
$127,236
0.01% of portfolio
|
Q2 2022
Added 75.13%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,200
shares
|
$122,979
0.05% of portfolio
|
Q2 2025
Reduced 30.2%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
5,166
shares
|
$122,175
0.0% of portfolio
|
Q1 2024
Reduced 67.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
5,134
shares
|
$121,419
0.01% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5,052
shares
|
$119,479
0.0% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
4,945
shares
|
$116,949
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
4,892
shares
|
$115,695
0.03% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
4,853
shares
|
$114,773
0.01% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,830
shares
|
$114,229
0.0% of portfolio
|
Q2 2025
New holding
|