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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
250
shares
|
$5,912
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
243
shares
|
$5,746
0.0% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
240
shares
|
$5,676
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
240
shares
|
$5,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
238
shares
|
$5,628
0.0% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
224
shares
|
$5,297
0.0% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
222
shares
|
$5,250
0.0% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
219
shares
|
$5,179
0.0% of portfolio
|
Q2 2025
Added 1725.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
215
shares
|
$5,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
200
shares
|
$4,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
200
shares
|
$4,730
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
200
shares
|
$4,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
200
shares
|
$4,730
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
190
shares
|
$4,493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
178
shares
|
$4,209
0.0% of portfolio
|
Q2 2025
Added 270.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
173
shares
|
$4,091
0.0% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
170
shares
|
$4,020
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
155
shares
|
$3,665
0.0% of portfolio
|
Q2 2025
Reduced 96.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
154
shares
|
$3,642
0.0% of portfolio
|
Q2 2025
Added 327.78%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
150
shares
|
$3,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
150
shares
|
$3,547
0.0% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
142
shares
|
$3,358
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
133
shares
|
$3,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
125
shares
|
$2,956
0.0% of portfolio
|
Q2 2025
Added 681.25%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
119
shares
|
$2,814
0.0% of portfolio
|
Q2 2025
Reduced 46.4%
|