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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,447
shares
|
$51,338
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,397
shares
|
$50,289
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,380
shares
|
$49,932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,300
shares
|
$48,254
0.01% of portfolio
|
Q1 2025
Added 2200.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,286
shares
|
$47,960
0.0% of portfolio
|
Q1 2025
Added 38.88%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,200
shares
|
$46,156
0.0% of portfolio
|
Q2 2022
Added 175.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$41,960
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,000
shares
|
$41,960
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
1,842
shares
|
$38,645
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,750
shares
|
$36,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
1,743
shares
|
$36,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,720
shares
|
$36,085
0.0% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
1,700
shares
|
$35,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,614
shares
|
$33,861
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$33,568
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,587
shares
|
$33,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,575
shares
|
$33,043
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,554
shares
|
$32,602
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,500
shares
|
$31,470
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,465
shares
|
$30,735
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,445
shares
|
$30,316
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,394
shares
|
$29,246
0.0% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,366
shares
|
$28,658
0.0% of portfolio
|
Q1 2025
Reduced 56.4%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,341
shares
|
$28,134
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,300
shares
|
$27,274
0.01% of portfolio
|
Q4 2024
Reduced 13.33%
|