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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,435
shares
|
$260,886
0.0% of portfolio
|
Q2 2024
Reduced 25.78%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
12,395
shares
|
$260,047
0.11% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
12,359
shares
|
$259,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,285
shares
|
$257,739
0.0% of portfolio
|
Q1 2025
Reduced 37.46%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
12,261
shares
|
$257,235
0.04% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
12,026
shares
|
$252,305
0.04% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
12,000
shares
|
$251,760
0.04% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
11,872
shares
|
$249,074
0.06% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
11,665
shares
|
$244,731
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
11,500
shares
|
$241,270
0.05% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,486
shares
|
$240,976
0.01% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
11,419
shares
|
$239,570
0.0% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
11,400
shares
|
$239,172
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
11,341
shares
|
$237,934
0.04% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
11,328
shares
|
$237,661
0.01% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,297
shares
|
$237,011
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
11,260
shares
|
$236,234
0.07% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
11,225
shares
|
$235,500
0.06% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
11,200
shares
|
$234,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,193
shares
|
$234,829
0.0% of portfolio
|
Q4 2023
Reduced 35.62%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,157
shares
|
$234,073
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
11,132
shares
|
$233,549
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
11,094
shares
|
$232,752
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
11,025
shares
|
$231,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,011
shares
|
$231,010
0.0% of portfolio
|
Q1 2025
Reduced 9.61%
|