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 859 institutions that hold shares in the stock, with a total of 522 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,480
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 223.07%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
63,404
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
63,033
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
62,812
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2022
Added 35.46%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
62,012
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
61,777
shares
|
$1.3 Million
0.23% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
61,536
shares
|
$1.29 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
59,756
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 247.8%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
59,068
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
58,658
shares
|
$1.23 Million
0.06% of portfolio
|
Q1 2025
Added 31.42%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
58,324
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.46%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
58,300
shares
|
$1.22 Million
0.45% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
58,186
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
58,000
shares
|
$1.22 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
57,852
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
55,371
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
55,313
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 31.16%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
55,159
shares
|
$1.16 Million
0.42% of portfolio
|
Q3 2023
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
53,285
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
50,553
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
50,524
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
49,902
shares
|
$1.05 Million
0.49% of portfolio
|
Q1 2025
Added 179.47%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
49,586
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
49,576
shares
|
$1.04 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
49,415
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.11%
|