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 1,082 institutions that hold shares in the stock, with a total of 621 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
239,290
shares
|
$6.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 46.53%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
237,500
shares
|
$6.61 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
237,440
shares
|
$6.61 Million
0.03% of portfolio
|
Q3 2025
Added 3514.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
236,438
shares
|
$6.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
232,827
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
229,511
shares
|
$6.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
228,586
shares
|
$6.36 Million
3.17% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
228,483
shares
|
$6.36 Million
0.02% of portfolio
|
Q3 2025
Added 27.95%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
228,411
shares
|
$6.35 Million
0.15% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
221,768
shares
|
$6.17 Million
0.33% of portfolio
|
Q3 2025
Added 42.72%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
216,327
shares
|
$6.02 Million
0.25% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
213,961
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
209,790
shares
|
$5.84 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
209,272
shares
|
$5.82 Million
0.01% of portfolio
|
Q3 2025
Added 25.04%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
202,940
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2025
Added 20.04%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
201,085
shares
|
$5.59 Million
0.66% of portfolio
|
Q2 2025
Added 33.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
199,321
shares
|
$5.55 Million
0.03% of portfolio
|
Q3 2025
Added 19.38%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
199,253
shares
|
$5.54 Million
0.35% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
188,691
shares
|
$5.25 Million
0.06% of portfolio
|
Q3 2025
Added 103.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
188,353
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2025
Added 153.77%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
187,690
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
186,845
shares
|
$5.2 Million
0.05% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
179,605
shares
|
$5 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
179,142
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
178,753
shares
|
$4.97 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.9%
|
|