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 |
|---|---|---|---|---|---|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
14,000
shares
|
$301,140
0.04% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,932
shares
|
$299,677
0.01% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,775
shares
|
$296,300
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,682
shares
|
$294,299
0.11% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
13,632
shares
|
$293,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
13,600
shares
|
$292,536
0.15% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
13,551
shares
|
$291,482
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,544
shares
|
$291,331
0.01% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
13,500
shares
|
$290,385
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
13,303
shares
|
$286,147
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,300
shares
|
$286,083
0.07% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,264
shares
|
$285,308
0.02% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,250
shares
|
$285,007
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,200
shares
|
$283,932
0.0% of portfolio
|
Q1 2025
Reduced 39.56%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,150
shares
|
$282,856
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
13,129
shares
|
$282,404
0.0% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
13,086
shares
|
$281,479
0.06% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,000
shares
|
$279,630
0.0% of portfolio
|
Q4 2021
Reduced 0.57%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
12,893
shares
|
$277,328
0.02% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
12,670
shares
|
$272,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
12,571
shares
|
$270,402
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
12,554
shares
|
$270,036
0.01% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
12,500
shares
|
$268,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,435
shares
|
$267,476
0.0% of portfolio
|
Q2 2024
Reduced 25.78%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
12,395
shares
|
$266,616
0.11% of portfolio
|
Q1 2025
Added 20.0%
|