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 859 institutions that hold shares in the stock, with a total of 521 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,252
shares
|
$89,206
0.0% of portfolio
|
Q1 2025
Reduced 52.71%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
4,200
shares
|
$88,116
0.02% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,038
shares
|
$84,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
4,000
shares
|
$83,920
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
3,900
shares
|
$81,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,550
shares
|
$74,479
0.01% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
3,536
shares
|
$74,185
0.0% of portfolio
|
Q2 2025
Reduced 91.4%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,441
shares
|
$72,192
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
3,416
shares
|
$71,667
0.04% of portfolio
|
Q1 2025
Added 3316.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
3,370
shares
|
$70,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,286
shares
|
$68,940
0.0% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
3,244
shares
|
$68,059
0.04% of portfolio
|
Q4 2024
Added 116.27%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
3,244
shares
|
$68,059
0.03% of portfolio
|
Q4 2024
Added 116.27%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,085
shares
|
$64,723
0.0% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,072
shares
|
$64,450
0.0% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
2,900
shares
|
$60,842
0.0% of portfolio
|
Q1 2025
Reduced 34.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,852
shares
|
$59,834
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,714
shares
|
$56,939
0.0% of portfolio
|
Q1 2025
Added 127.11%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,653
shares
|
$55,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,645
shares
|
$55,492
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,562
shares
|
$53,750
0.0% of portfolio
|
Q2 2025
Added 153.91%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
2,525
shares
|
$52,974
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,500
shares
|
$52,450
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,500
shares
|
$52,450
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,487
shares
|
$52,177
0.0% of portfolio
|
Q1 2025
Added 26.5%
|