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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,100
shares
|
$526,598
0.07% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
25,057
shares
|
$525,695
0.26% of portfolio
|
Q1 2025
Reduced 51.02%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
25,000
shares
|
$524,500
0.07% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
24,913
shares
|
$522,674
0.0% of portfolio
|
Q1 2025
Added 33.13%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
24,773
shares
|
$519,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
24,603
shares
|
$516,170
0.49% of portfolio
|
Q4 2023
Reduced 24.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
24,580
shares
|
$515,688
0.02% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
24,406
shares
|
$512,037
0.07% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,250
shares
|
$508,765
0.01% of portfolio
|
Q2 2021
Reduced 88.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
24,248
shares
|
$508,723
0.0% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
24,225
shares
|
$508,240
0.0% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
24,132
shares
|
$506,289
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
23,818
shares
|
$499,701
0.01% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
23,496
shares
|
$492,946
0.01% of portfolio
|
Q1 2025
Added 95.12%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
23,300
shares
|
$488,834
0.29% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,980
shares
|
$482,120
0.0% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
22,797
shares
|
$478,281
0.0% of portfolio
|
Q1 2025
Reduced 63.55%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
22,601
shares
|
$474,168
0.06% of portfolio
|
Q1 2025
Added 80.3%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
22,272
shares
|
$467,266
0.02% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
22,181
shares
|
$465,357
0.3% of portfolio
|
Q2 2025
Added 25.22%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
22,167
shares
|
$465,063
0.29% of portfolio
|
Q3 2023
Added 45.2%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
22,120
shares
|
$464,077
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
22,091
shares
|
$463,469
0.05% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
22,059
shares
|
$462,797
0.07% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
22,050
shares
|
$462,609
0.06% of portfolio
|
Q4 2024
New holding
|