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 739 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $6.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
46,970
shares
|
$640,201
0.13% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
46,602
shares
|
$635,185
0.01% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
46,167
shares
|
$629,256
0.0% of portfolio
|
Q3 2024
Reduced 71.54%
|
|
|
M&T Bank Corp
|
Nov 15, 2024 Q3 2024 |
45,582
shares
|
$621,282
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,475
shares
|
$619,824
0.0% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
44,550
shares
|
$607,216
0.27% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
42,929
shares
|
$585,122
0.01% of portfolio
|
Q3 2024
Reduced 23.36%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
42,804
shares
|
$583,418
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
42,500
shares
|
$579,275
0.0% of portfolio
|
Q3 2022
Added 119.16%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
42,329
shares
|
$576,944
0.18% of portfolio
|
Q1 2023
Reduced 42.47%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
41,277
shares
|
$562,605
0.01% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
40,778
shares
|
$555,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
40,440
shares
|
$551,197
0.13% of portfolio
|
Q3 2024
Added 147.7%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
40,104
shares
|
$546,617
0.02% of portfolio
|
Q3 2024
Added 22.09%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
40,104
shares
|
$546,617
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$545,200
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aldebaran Financial Inc.
|
Aug 22, 2024 Q2 2024 |
39,600
shares
|
$539,748
0.36% of portfolio
|
Q2 2024
Reduced 7.36%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
39,350
shares
|
$536,340
0.08% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
38,472
shares
|
$524,373
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
38,344
shares
|
$522,628
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
38,344
shares
|
$522,628
0.15% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
38,260
shares
|
$521,483
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
37,088
shares
|
$505,509
0.06% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
36,033
shares
|
$491,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
36,000
shares
|
$490,680
0.03% of portfolio
|
Q3 2024
New holding
|