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 |
|---|---|---|---|---|---|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,000
shares
|
$230,780
0.02% of portfolio
|
Q1 2024
Reduced 55.1%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
11,000
shares
|
$230,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
10,980
shares
|
$230,360
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
10,853
shares
|
$227,695
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,771
shares
|
$225,975
0.0% of portfolio
|
Q2 2025
Added 147.72%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10,757
shares
|
$225,681
0.0% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
10,700
shares
|
$224,486
0.02% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
10,700
shares
|
$224,486
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
10,650
shares
|
$223,437
0.08% of portfolio
|
Q3 2024
Reduced 53.7%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
10,646
shares
|
$223,353
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
10,612
shares
|
$222,639
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
10,578
shares
|
$221,926
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
10,565
shares
|
$221,653
0.01% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
10,540
shares
|
$221,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
10,321
shares
|
$216,534
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
10,250
shares
|
$215,045
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
10,248
shares
|
$215,003
0.0% of portfolio
|
Q2 2025
Reduced 75.43%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,202
shares
|
$214,037
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
10,124
shares
|
$212,401
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,039
shares
|
$210,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$209,800
0.03% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
10,000
shares
|
$209,800
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
10,000
shares
|
$209,800
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,587
shares
|
$180,155
0.0% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
8,561
shares
|
$179,609
0.0% of portfolio
|
Q1 2025
Added 2.77%
|