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 864 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 $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
38,472
shares
|
$807,142
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
38,344
shares
|
$804,457
0.15% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
38,037
shares
|
$798,016
0.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,634
shares
|
$789,561
0.0% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
36,625
shares
|
$768,392
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
36,515
shares
|
$766,084
0.27% of portfolio
|
Q2 2025
Reduced 32.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
36,353
shares
|
$762,685
0.0% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
35,950
shares
|
$754,231
0.09% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,867
shares
|
$752,489
0.07% of portfolio
|
Q1 2025
Added 110.6%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
35,846
shares
|
$752,049
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
34,047
shares
|
$714,306
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
33,855
shares
|
$710,277
0.02% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
33,191
shares
|
$696,347
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
33,165
shares
|
$695,801
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
33,126
shares
|
$694,983
0.01% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
32,831
shares
|
$688,794
2.17% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
32,780
shares
|
$687,724
0.0% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
32,360
shares
|
$678,912
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
31,625
shares
|
$663,492
0.45% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
31,486
shares
|
$660,576
0.15% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
31,369
shares
|
$658,121
0.08% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
31,300
shares
|
$656,674
0.28% of portfolio
|
Q1 2025
Reduced 29.74%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
31,040
shares
|
$651,219
0.0% of portfolio
|
Q1 2025
Reduced 58.92%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
30,913
shares
|
$648,554
0.02% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
30,840
shares
|
$647,023
0.08% of portfolio
|
Q1 2025
Added 7.4%
|