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 |
|---|---|---|---|---|---|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
300
shares
|
$6,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
261
shares
|
$5,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
253
shares
|
$5,307
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
240
shares
|
$5,035
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
240
shares
|
$5,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
218
shares
|
$4,573
0.0% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
210
shares
|
$4,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
200
shares
|
$4,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
200
shares
|
$4,196
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
200
shares
|
$4,196
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
196
shares
|
$4,112
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
190
shares
|
$3,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
190
shares
|
$3,986
0.0% of portfolio
|
Q1 2025
Reduced 49.74%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
178
shares
|
$3,734
0.0% of portfolio
|
Q2 2025
Added 270.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
173
shares
|
$3,629
0.0% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
155
shares
|
$3,251
0.0% of portfolio
|
Q2 2025
Reduced 96.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
154
shares
|
$3,230
0.0% of portfolio
|
Q2 2025
Added 327.78%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
150
shares
|
$3,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
142
shares
|
$2,979
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
133
shares
|
$2,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
125
shares
|
$2,622
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
119
shares
|
$2,496
0.0% of portfolio
|
Q2 2025
Reduced 46.4%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
118
shares
|
$2,475
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
107
shares
|
$2,244
0.0% of portfolio
|
Q1 2025
Reduced 91.23%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$2,202
0.0% of portfolio
|
Q4 2021
Reduced 82.64%
|