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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,477
shares
|
$105,881
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
4,200
shares
|
$99,330
0.02% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
4,000
shares
|
$94,600
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,976
shares
|
$94,032
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
3,900
shares
|
$92,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$89,870
0.04% of portfolio
|
Q2 2025
Added 533.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,659
shares
|
$86,535
0.0% of portfolio
|
Q2 2025
Added 28.3%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
3,612
shares
|
$85,423
0.01% of portfolio
|
Q2 2025
Added 164.42%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
3,536
shares
|
$83,626
0.0% of portfolio
|
Q2 2025
Reduced 91.4%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,441
shares
|
$81,379
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
3,441
shares
|
$81,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,436
shares
|
$81,261
0.0% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
3,410
shares
|
$80,646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
3,370
shares
|
$79,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,324
shares
|
$78,612
0.05% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
3,324
shares
|
$78,612
0.05% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,315
shares
|
$78,399
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,300
shares
|
$78,045
0.01% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,254
shares
|
$76,957
0.0% of portfolio
|
Q2 2025
Reduced 33.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,085
shares
|
$72,960
0.0% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,072
shares
|
$72,652
0.0% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
2,900
shares
|
$68,585
0.0% of portfolio
|
Q1 2025
Reduced 34.09%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,653
shares
|
$62,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,645
shares
|
$62,554
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,562
shares
|
$60,591
0.0% of portfolio
|
Q2 2025
Added 153.91%
|