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 |
|---|---|---|---|---|---|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
10,000
shares
|
$136,300
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
9,768
shares
|
$133,137
0.01% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,581
shares
|
$130,589
0.01% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
8,894
shares
|
$121,225
0.01% of portfolio
|
Q4 2023
Reduced 7.34%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
8,856
shares
|
$120,707
0.0% of portfolio
|
Q3 2024
Added 441.98%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
8,519
shares
|
$116,113
0.0% of portfolio
|
Q3 2024
Reduced 95.8%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
8,505
shares
|
$115,923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,431
shares
|
$114,914
0.0% of portfolio
|
Q3 2024
Reduced 67.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,212
shares
|
$111,929
0.0% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,187
shares
|
$111,588
0.0% of portfolio
|
Q3 2024
Added 134.65%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
7,690
shares
|
$104,814
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,571
shares
|
$103,192
0.0% of portfolio
|
Q3 2024
Added 70.21%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
7,345
shares
|
$100,112
0.0% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,200
shares
|
$98,136
0.03% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$95,410
0.01% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,625
shares
|
$90,298
0.01% of portfolio
|
Q3 2024
Reduced 47.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$81,780
0.03% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,899
shares
|
$80,403
0.0% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
5,797
shares
|
$79,013
0.0% of portfolio
|
Q2 2024
Reduced 60.82%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,751
shares
|
$78,386
0.0% of portfolio
|
Q2 2024
Added 33.68%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
5,540
shares
|
$75,510
0.02% of portfolio
|
Q2 2024
Reduced 17.94%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,380
shares
|
$73,329
0.01% of portfolio
|
Q2 2022
Added 75.13%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,379
shares
|
$73,315
0.0% of portfolio
|
Q3 2024
Added 58.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,340
shares
|
$72,784
0.0% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
5,166
shares
|
$70,412
0.0% of portfolio
|
Q1 2024
Reduced 67.54%
|