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 522 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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,300
shares
|
$27,963
0.01% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,299
shares
|
$27,941
0.0% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,282
shares
|
$27,575
0.0% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,243
shares
|
$26,736
0.01% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,203
shares
|
$25,876
0.0% of portfolio
|
Q1 2025
Added 126.98%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,200
shares
|
$25,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,165
shares
|
$25,059
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,161
shares
|
$24,973
0.01% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,157
shares
|
$24,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,157
shares
|
$24,887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,095
shares
|
$23,553
0.0% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$21,510
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,000
shares
|
$21,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,000
shares
|
$21,510
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$21,510
0.0% of portfolio
|
Q1 2025
Reduced 51.48%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$21,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$21,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
986
shares
|
$21,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
966
shares
|
$20,778
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
950
shares
|
$20,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
925
shares
|
$19,896
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
868
shares
|
$18,670
0.01% of portfolio
|
Q4 2024
Added 131.47%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
860
shares
|
$18,498
0.0% of portfolio
|
Q2 2025
Added 588.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
858
shares
|
$18,455
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
800
shares
|
$17,208
0.0% of portfolio
|
Q2 2022
New holding
|