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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
352,255
shares
|
$8.33 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
351,268
shares
|
$8.31 Million
0.01% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
350,532
shares
|
$8.29 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
348,641
shares
|
$8.25 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
339,891
shares
|
$8.04 Million
1.12% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
335,698
shares
|
$7.94 Million
0.02% of portfolio
|
Q2 2025
Added 443.85%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
335,606
shares
|
$7.94 Million
0.22% of portfolio
|
Q1 2025
Added 62.41%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
330,122
shares
|
$7.81 Million
0.02% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
328,370
shares
|
$7.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
328,197
shares
|
$7.76 Million
0.05% of portfolio
|
Q2 2025
Added 38.71%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
321,940
shares
|
$7.61 Million
0.25% of portfolio
|
Q4 2023
Added 8.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
319,649
shares
|
$7.56 Million
0.03% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
318,513
shares
|
$7.53 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
311,749
shares
|
$7.37 Million
1.86% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
310,612
shares
|
$7.35 Million
0.02% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
309,777
shares
|
$7.33 Million
0.01% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
303,921
shares
|
$7.19 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
303,793
shares
|
$7.18 Million
0.03% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
298,254
shares
|
$7.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
294,138
shares
|
$6.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
290,362
shares
|
$6.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
288,793
shares
|
$6.83 Million
0.01% of portfolio
|
Q2 2025
Added 179.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
286,287
shares
|
$6.77 Million
0.03% of portfolio
|
Q2 2025
Added 46.54%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
282,014
shares
|
$6.67 Million
0.01% of portfolio
|
Q2 2025
Added 279.55%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
269,277
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2025
New holding
|