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 1,085 institutions that hold shares in the stock, with a total of 621 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
1,734
shares
|
$48,239
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
1,700
shares
|
$47,294
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,651
shares
|
$45,930
0.0% of portfolio
|
Q3 2025
Reduced 66.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,648
shares
|
$45,847
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,610
shares
|
$44,790
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$44,512
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,599
shares
|
$44,484
0.0% of portfolio
|
Q3 2025
Reduced 37.59%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,554
shares
|
$43,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
1,522
shares
|
$42,342
0.0% of portfolio
|
Q3 2025
Reduced 92.12%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
1,500
shares
|
$41,730
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$41,730
0.03% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,500
shares
|
$41,730
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,469
shares
|
$40,867
0.0% of portfolio
|
Q3 2025
Added 46.9%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,447
shares
|
$40,255
0.0% of portfolio
|
Q4 2025
Added 8.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,438
shares
|
$40,005
0.01% of portfolio
|
Q3 2025
Added 230.57%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
1,430
shares
|
$39,782
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,430
shares
|
$39,782
0.0% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,400
shares
|
$38,948
0.02% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,351
shares
|
$37,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,341
shares
|
$37,306
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,325
shares
|
$36,861
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,301
shares
|
$36,193
0.01% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,300
shares
|
$36,166
0.01% of portfolio
|
Q3 2025
Added 52.94%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,279
shares
|
$35,581
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,273
shares
|
$35,414
0.0% of portfolio
|
Q3 2025
Added 50.47%
|
|