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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,317
shares
|
$31,147
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,282
shares
|
$30,319
0.0% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,269
shares
|
$30,011
0.01% of portfolio
|
Q2 2025
Added 107.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,235
shares
|
$29,207
0.0% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,203
shares
|
$28,450
0.01% of portfolio
|
Q2 2025
Added 255.92%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,200
shares
|
$28,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,161
shares
|
$27,457
0.01% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,157
shares
|
$27,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,095
shares
|
$25,896
0.0% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
1,031
shares
|
$24,383
0.0% of portfolio
|
Q2 2025
Reduced 95.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
1,005
shares
|
$23,768
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,000
shares
|
$23,650
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$23,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$23,650
0.0% of portfolio
|
Q1 2025
Reduced 51.48%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$23,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$23,650
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$23,650
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
986
shares
|
$23,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
950
shares
|
$22,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
925
shares
|
$21,876
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
907
shares
|
$21,450
0.0% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
893
shares
|
$21,119
0.01% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
868
shares
|
$20,528
0.01% of portfolio
|
Q4 2024
Added 131.47%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
860
shares
|
$20,339
0.0% of portfolio
|
Q2 2025
Added 588.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
850
shares
|
$20,102
0.0% of portfolio
|
Q2 2025
New holding
|