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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,775
shares
|
$330,959
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
15,715
shares
|
$329,700
0.11% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
15,710
shares
|
$329,595
0.09% of portfolio
|
Q2 2025
Added 25.83%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
15,685
shares
|
$329,071
0.11% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
15,544
shares
|
$326,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
15,461
shares
|
$324,371
0.01% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
15,354
shares
|
$322,126
0.0% of portfolio
|
Q1 2025
Reduced 34.33%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
15,339
shares
|
$321,812
0.07% of portfolio
|
Q1 2025
Reduced 68.7%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
15,167
shares
|
$318,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
15,155
shares
|
$317,951
0.06% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
14,991
shares
|
$314,511
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
14,899
shares
|
$312,581
0.03% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
14,820
shares
|
$310,923
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,784
shares
|
$310,168
0.01% of portfolio
|
Q2 2025
Reduced 83.23%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
14,773
shares
|
$309,937
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,703
shares
|
$308,468
0.03% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
14,650
shares
|
$307,357
0.15% of portfolio
|
Q1 2025
Reduced 24.14%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
14,626
shares
|
$306,853
0.04% of portfolio
|
Q1 2025
Added 372.42%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
14,582
shares
|
$305,930
0.02% of portfolio
|
Q4 2023
Reduced 4.89%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
14,511
shares
|
$304,440
0.01% of portfolio
|
Q1 2025
Reduced 39.32%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
14,500
shares
|
$304,210
0.18% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
14,400
shares
|
$302,112
0.0% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
14,347
shares
|
$301,000
0.01% of portfolio
|
Q2 2025
Reduced 47.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
14,310
shares
|
$300,223
0.02% of portfolio
|
Q4 2024
Added 965.52%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,229
shares
|
$298,524
0.01% of portfolio
|
Q2 2025
Added 62.54%
|