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 865 institutions that hold shares in the stock, with a total of 520 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
858
shares
|
$18,155
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
800
shares
|
$16,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
800
shares
|
$16,928
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
797
shares
|
$16,864
0.0% of portfolio
|
Q2 2025
Reduced 45.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
750
shares
|
$15,870
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
744
shares
|
$15,743
0.0% of portfolio
|
Q2 2025
Added 564.29%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
714
shares
|
$15,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
707
shares
|
$14,960
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
700
shares
|
$14,812
0.0% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
696
shares
|
$14,727
0.0% of portfolio
|
Q1 2025
Added 69.76%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
660
shares
|
$13,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
640
shares
|
$13,542
0.0% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
630
shares
|
$13,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
626
shares
|
$13,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
612
shares
|
$12,949
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
600
shares
|
$12,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
600
shares
|
$12,696
0.0% of portfolio
|
Q1 2025
Added 114.29%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
600
shares
|
$12,696
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
600
shares
|
$12,696
0.01% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
600
shares
|
$12,696
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
590
shares
|
$12,484
0.0% of portfolio
|
Q1 2022
Reduced 1.67%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
590
shares
|
$12,484
0.0% of portfolio
|
Q1 2025
Reduced 45.87%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
586
shares
|
$12,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
550
shares
|
$11,638
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
550
shares
|
$11,638
0.0% of portfolio
|
Q4 2024
New holding
|