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 |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
8,561
shares
|
$179,609
0.0% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,558
shares
|
$179,546
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
8,114
shares
|
$170,231
0.0% of portfolio
|
Q1 2025
Added 55.02%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
7,888
shares
|
$165,490
0.01% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7,677
shares
|
$161,063
0.01% of portfolio
|
Q1 2025
Added 109571.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,539
shares
|
$158,168
0.01% of portfolio
|
Q1 2025
Added 49.02%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,500
shares
|
$157,350
0.01% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
7,450
shares
|
$156,301
0.05% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
7,237
shares
|
$151,832
0.02% of portfolio
|
Q1 2025
Added 100.58%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7,193
shares
|
$150,909
0.0% of portfolio
|
Q1 2025
Added 45.93%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
7,174
shares
|
$150,510
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
7,165
shares
|
$150,321
0.01% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
7,000
shares
|
$146,860
0.06% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
6,600
shares
|
$138,468
0.08% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
6,110
shares
|
$128,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,957
shares
|
$124,977
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,851
shares
|
$122,753
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,380
shares
|
$112,872
0.01% of portfolio
|
Q2 2022
Added 75.13%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
5,250
shares
|
$110,145
0.02% of portfolio
|
Q1 2025
Added 2000.0%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
5,166
shares
|
$108,382
0.0% of portfolio
|
Q1 2024
Reduced 67.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
5,134
shares
|
$107,711
0.01% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,885
shares
|
$102,487
0.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
4,862
shares
|
$102,004
0.0% of portfolio
|
Q1 2025
Added 1636.43%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
4,812
shares
|
$100,955
0.0% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,796
shares
|
$100,620
0.0% of portfolio
|
Q1 2025
Reduced 14.46%
|