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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
846
shares
|
$20,007
0.0% of portfolio
|
Q2 2025
Added 331.63%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
801
shares
|
$18,943
0.0% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
800
shares
|
$18,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
800
shares
|
$18,920
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
797
shares
|
$18,849
0.0% of portfolio
|
Q2 2025
Reduced 45.78%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
775
shares
|
$18,328
0.0% of portfolio
|
Q2 2025
Added 520.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
744
shares
|
$17,595
0.0% of portfolio
|
Q2 2025
Added 564.29%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
729
shares
|
$17,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
713
shares
|
$16,862
0.0% of portfolio
|
Q2 2025
Added 1827.03%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
681
shares
|
$16,105
0.0% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
630
shares
|
$14,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
600
shares
|
$14,190
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
600
shares
|
$14,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
600
shares
|
$14,190
0.01% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
599
shares
|
$14,166
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
590
shares
|
$13,953
0.01% of portfolio
|
Q1 2025
Reduced 45.87%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
590
shares
|
$13,953
0.0% of portfolio
|
Q1 2022
Reduced 1.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
571
shares
|
$13,504
0.0% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
534
shares
|
$12,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
515
shares
|
$12,179
0.0% of portfolio
|
Q2 2024
Added 128.89%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$11,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
500
shares
|
$11,825
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$11,825
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$11,825
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
500
shares
|
$11,825
0.0% of portfolio
|
Q4 2021
New holding
|