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 |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
161,323
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
160,000
shares
|
$2.68 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
156,465
shares
|
$2.62 Million
0.01% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
156,277
shares
|
$2.62 Million
1.74% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
151,800
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
151,085
shares
|
$2.53 Million
0.27% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
150,543
shares
|
$2.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
148,461
shares
|
$2.49 Million
0.87% of portfolio
|
Q1 2025
Added 66.87%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
147,955
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 44.54%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
147,931
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
146,579
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2025
Added 44.16%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
141,700
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
140,389
shares
|
$2.35 Million
1.09% of portfolio
|
Q1 2025
Added 77.83%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
140,000
shares
|
$2.35 Million
0.3% of portfolio
|
Q1 2025
Reduced 42.23%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
139,627
shares
|
$2.34 Million
0.29% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
137,510
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.72%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
135,089
shares
|
$2.27 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
131,729
shares
|
$2.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.24%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
130,434
shares
|
$2.19 Million
0.61% of portfolio
|
Q1 2025
Added 340.02%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
130,023
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
126,930
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.76%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
125,863
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
125,433
shares
|
$2.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
123,887
shares
|
$2.08 Million
0.59% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
123,502
shares
|
$2.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 58.3%
|