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 838 institutions that hold shares in the stock, with a total of 523 Million shares, which have been reported (via 13F filing form) to have a value of $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,646
shares
|
$126,155
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
10,578
shares
|
$125,349
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,565
shares
|
$125,195
0.01% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
10,500
shares
|
$124,425
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
10,398
shares
|
$123,216
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
10,337
shares
|
$122,493
0.02% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
10,329
shares
|
$122,398
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
10,307
shares
|
$122,137
0.02% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
10,240
shares
|
$121,344
0.11% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,165
shares
|
$120,455
0.01% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
10,124
shares
|
$119,969
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
10,033
shares
|
$118,891
0.05% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
10,000
shares
|
$118,500
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
10,000
shares
|
$118,500
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
10,000
shares
|
$118,500
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
9,750
shares
|
$115,537
0.01% of portfolio
|
Q4 2024
Added 849.37%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
9,718
shares
|
$115,158
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,991
shares
|
$106,543
0.01% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
8,754
shares
|
$103,734
0.0% of portfolio
|
Q1 2025
Added 19.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,587
shares
|
$101,755
0.0% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
8,559
shares
|
$101,424
0.0% of portfolio
|
Q4 2024
Reduced 35.22%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
8,330
shares
|
$98,710
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
8,225
shares
|
$97,466
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,200
shares
|
$97,170
0.04% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,677
shares
|
$90,972
0.01% of portfolio
|
Q1 2025
Added 109571.43%
|