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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
380
shares
|
$6,528
0.0% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
350
shares
|
$6,013
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
338
shares
|
$5,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
338
shares
|
$5,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
328
shares
|
$5,635
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
318
shares
|
$5,463
0.0% of portfolio
|
Q1 2025
Reduced 96.73%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
306
shares
|
$5,257
0.0% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$5,154
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
300
shares
|
$5,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
300
shares
|
$5,154
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
300
shares
|
$5,154
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
261
shares
|
$4,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
253
shares
|
$4,346
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
250
shares
|
$4,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
240
shares
|
$4,123
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
240
shares
|
$4,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
222
shares
|
$3,813
0.0% of portfolio
|
Q1 2025
Added 47.02%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
220
shares
|
$3,779
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
218
shares
|
$3,745
0.0% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
210
shares
|
$3,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
210
shares
|
$3,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
200
shares
|
$3,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
196
shares
|
$3,367
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
190
shares
|
$3,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
190
shares
|
$3,264
0.0% of portfolio
|
Q1 2025
Reduced 49.74%
|