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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
800
shares
|
$16,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
797
shares
|
$16,721
0.0% of portfolio
|
Q2 2025
Reduced 45.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
750
shares
|
$15,735
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
744
shares
|
$15,609
0.0% of portfolio
|
Q2 2025
Added 564.29%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
714
shares
|
$14,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
707
shares
|
$14,832
0.0% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
700
shares
|
$14,686
0.0% of portfolio
|
Q4 2024
Reduced 86.89%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
660
shares
|
$13,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
640
shares
|
$13,427
0.0% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
630
shares
|
$13,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
626
shares
|
$13,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
612
shares
|
$12,839
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
600
shares
|
$12,588
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
600
shares
|
$12,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
600
shares
|
$12,588
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
600
shares
|
$12,588
0.01% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
590
shares
|
$12,378
0.0% of portfolio
|
Q1 2022
Reduced 1.67%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
590
shares
|
$12,378
0.0% of portfolio
|
Q1 2025
Reduced 45.87%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
586
shares
|
$12,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
550
shares
|
$11,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
550
shares
|
$11,539
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
534
shares
|
$11,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
515
shares
|
$10,804
0.0% of portfolio
|
Q2 2024
Added 128.89%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
500
shares
|
$10,490
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
500
shares
|
$10,490
0.0% of portfolio
|
Q1 2025
Added 150.0%
|