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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
80
shares
|
$1,341
0.0% of portfolio
|
Q1 2025
Reduced 96.21%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
79
shares
|
$1,324
0.0% of portfolio
|
Q2 2024
Reduced 82.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
75
shares
|
$1,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
74
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
71
shares
|
$1,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
67
shares
|
$1,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
64
shares
|
$1,073
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$1,006
0.0% of portfolio
|
Q2 2022
Reduced 93.41%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
58
shares
|
$972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
53
shares
|
$888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
51
shares
|
$855
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
49
shares
|
$821
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
48
shares
|
$804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
46
shares
|
$771
0.0% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
41
shares
|
$687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
40
shares
|
$670
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
37
shares
|
$620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
37
shares
|
$620
0.0% of portfolio
|
Q1 2025
Reduced 91.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
36
shares
|
$603
0.0% of portfolio
|
Q4 2024
Reduced 99.48%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
36
shares
|
$603
0.0% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
34
shares
|
$570
0.0% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
27
shares
|
$452
0.0% of portfolio
|
Q1 2025
Reduced 52.63%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
25
shares
|
$419
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
25
shares
|
$419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
25
shares
|
$419
0.0% of portfolio
|
Q1 2025
New holding
|