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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q3 2024
Reduced 86.11%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
100
shares
|
$2,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
91
shares
|
$2,531
0.0% of portfolio
|
Q4 2022
Added 35.82%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
89
shares
|
$2,475
0.0% of portfolio
|
Q3 2025
Added 23.61%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
82
shares
|
$2,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
80
shares
|
$2,225
0.0% of portfolio
|
Q1 2025
Reduced 96.21%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
80
shares
|
$2,225
0.0% of portfolio
|
Q4 2021
Reduced 92.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
79
shares
|
$2,197
0.0% of portfolio
|
Q2 2024
Reduced 82.37%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
74
shares
|
$2,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
69
shares
|
$1,919
0.0% of portfolio
|
Q3 2025
Added 53.33%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
67
shares
|
$1,863
0.0% of portfolio
|
Q2 2025
Added 235.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$1,669
0.0% of portfolio
|
Q2 2022
Reduced 93.41%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
59
shares
|
$1,641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
59
shares
|
$1,641
0.0% of portfolio
|
Q2 2025
Added 73.53%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
54
shares
|
$1,502
0.0% of portfolio
|
Q3 2025
Added 74.19%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
53
shares
|
$1,474
0.0% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
50
shares
|
$1,391
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
49
shares
|
$1,363
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
46
shares
|
$1,279
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
42
shares
|
$1,168
0.0% of portfolio
|
Q2 2025
New holding
|
|