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 |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
28,409
shares
|
$387,214
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
28,176
shares
|
$384,038
0.01% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
27,032
shares
|
$368,446
0.0% of portfolio
|
Q2 2024
Added 37.29%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
26,791
shares
|
$365,161
0.01% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
26,740
shares
|
$364,466
0.09% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,528
shares
|
$361,576
0.0% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
26,492
shares
|
$361,085
0.02% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
25,946
shares
|
$353,643
0.06% of portfolio
|
Q1 2024
Reduced 37.14%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
25,550
shares
|
$348,246
0.03% of portfolio
|
Q3 2024
Added 220.7%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
25,550
shares
|
$348,246
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
25,460
shares
|
$347,019
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
25,427
shares
|
$346,570
0.0% of portfolio
|
Q3 2024
Added 1059.99%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
25,305
shares
|
$344,907
0.0% of portfolio
|
Q3 2024
Reduced 51.88%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
25,208
shares
|
$343,585
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,100
shares
|
$342,113
0.07% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$340,750
0.0% of portfolio
|
Q3 2024
Reduced 30.26%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
24,603
shares
|
$335,338
0.49% of portfolio
|
Q4 2023
Reduced 24.11%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
24,570
shares
|
$334,889
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
24,498
shares
|
$333,907
0.0% of portfolio
|
Q3 2024
Added 29.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,250
shares
|
$330,527
0.01% of portfolio
|
Q2 2021
Reduced 88.45%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
23,900
shares
|
$325,757
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
23,850
shares
|
$325,075
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,681
shares
|
$322,772
0.0% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
23,406
shares
|
$319,023
0.04% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,837
shares
|
$311,268
0.0% of portfolio
|
Q3 2024
New holding
|