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 |
|---|---|---|---|---|---|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
11,000
shares
|
$149,930
0.01% of portfolio
|
Q1 2024
Reduced 55.1%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,940
shares
|
$149,112
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,890
shares
|
$148,430
0.01% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
10,852
shares
|
$147,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,843
shares
|
$147,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
10,745
shares
|
$146,454
0.03% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
10,655
shares
|
$145,227
0.06% of portfolio
|
Q2 2024
Reduced 84.38%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
10,651
shares
|
$145,173
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
10,650
shares
|
$145,159
0.06% of portfolio
|
Q3 2024
Reduced 53.7%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,646
shares
|
$145,104
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
10,578
shares
|
$144,178
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,450
shares
|
$142,433
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,400
shares
|
$141,752
0.01% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
10,351
shares
|
$141,084
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
10,327
shares
|
$140,757
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,255
shares
|
$139,775
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
10,250
shares
|
$139,707
0.0% of portfolio
|
Q3 2024
Reduced 15.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,188
shares
|
$138,862
0.01% of portfolio
|
Q3 2024
Reduced 27.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10,184
shares
|
$138,807
0.01% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,110
shares
|
$137,799
0.0% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
10,107
shares
|
$137,758
0.01% of portfolio
|
Q3 2024
Reduced 67.65%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
10,073
shares
|
$137,294
0.02% of portfolio
|
Q3 2024
Added 13698.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
10,068
shares
|
$137,226
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
10,000
shares
|
$136,300
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$136,300
0.01% of portfolio
|
Q1 2024
New holding
|