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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,157
shares
|
$19,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,157
shares
|
$19,877
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,109
shares
|
$19,052
0.01% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,095
shares
|
$18,812
0.0% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1,009
shares
|
$17,334
0.0% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$17,180
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
1,000
shares
|
$17,180
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,000
shares
|
$17,180
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,000
shares
|
$17,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$17,180
0.0% of portfolio
|
Q1 2025
Reduced 51.48%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
966
shares
|
$16,595
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
950
shares
|
$16,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
925
shares
|
$15,891
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
868
shares
|
$14,912
0.01% of portfolio
|
Q4 2024
Added 131.47%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
858
shares
|
$14,740
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
800
shares
|
$13,744
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
800
shares
|
$13,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
750
shares
|
$12,885
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
725
shares
|
$12,455
0.0% of portfolio
|
Q2 2024
Added 98.63%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
714
shares
|
$12,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
707
shares
|
$12,146
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
700
shares
|
$12,026
0.0% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
696
shares
|
$11,957
0.0% of portfolio
|
Q1 2025
Added 69.76%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
660
shares
|
$11,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
640
shares
|
$10,995
0.0% of portfolio
|
Q1 2025
Added 220.0%
|