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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
122,088
shares
|
$2.05 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
121,330
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
120,196
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
119,877
shares
|
$2.01 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
117,866
shares
|
$1.98 Million
1.97% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
116,901
shares
|
$1.96 Million
0.28% of portfolio
|
Q1 2025
Added 354.43%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
110,702
shares
|
$1.86 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
105,335
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2023
Reduced 67.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
103,222
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
102,725
shares
|
$1.72 Million
0.55% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
102,103
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2024
Added 33.43%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
101,023
shares
|
$1.69 Million
0.37% of portfolio
|
Q1 2025
Added 258933.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
100,717
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
98,778
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
98,177
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
96,972
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
96,944
shares
|
$1.63 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
96,331
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Reduced 91.4%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
94,904
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2023
Added 26.39%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
May 15, 2025 Q1 2025 |
94,356
shares
|
$1.58 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
93,573
shares
|
$1.57 Million
0.47% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
92,974
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Added 49.92%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
92,554
shares
|
$1.55 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
92,343
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 75.68%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
92,312
shares
|
$1.55 Million
0.06% of portfolio
|
Q1 2025
Added 3.22%
|