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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$59,125
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,500
shares
|
$59,125
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,461
shares
|
$58,202
0.01% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,300
shares
|
$54,395
0.02% of portfolio
|
Q1 2025
Added 2200.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,200
shares
|
$52,030
0.0% of portfolio
|
Q2 2022
Added 175.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,185
shares
|
$51,675
0.0% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,175
shares
|
$51,438
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,022
shares
|
$47,820
0.0% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2,000
shares
|
$47,300
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$47,300
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,938
shares
|
$45,833
0.01% of portfolio
|
Q2 2025
Added 34.12%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
1,842
shares
|
$43,563
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,819
shares
|
$43,019
0.0% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,750
shares
|
$41,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
1,700
shares
|
$40,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,648
shares
|
$38,975
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,610
shares
|
$38,076
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$37,840
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,554
shares
|
$36,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,500
shares
|
$35,475
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,465
shares
|
$34,647
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,400
shares
|
$33,110
0.02% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,394
shares
|
$32,968
0.0% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,341
shares
|
$31,714
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,325
shares
|
$31,336
0.0% of portfolio
|
Q2 2025
Added 10.14%
|