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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
126,930
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.76%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
125,863
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
125,433
shares
|
$2.77 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
123,887
shares
|
$2.74 Million
0.59% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
123,502
shares
|
$2.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 58.3%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
122,088
shares
|
$2.7 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
121,330
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
120,196
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
119,877
shares
|
$2.65 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
117,866
shares
|
$2.6 Million
1.97% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
116,901
shares
|
$2.58 Million
0.28% of portfolio
|
Q1 2025
Added 354.43%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
110,702
shares
|
$2.45 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
107,325
shares
|
$2.37 Million
0.65% of portfolio
|
Q2 2025
Added 44.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
105,335
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2023
Reduced 67.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
103,222
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
102,725
shares
|
$2.27 Million
0.55% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
102,103
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2024
Added 33.43%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
101,251
shares
|
$2.24 Million
0.24% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
101,023
shares
|
$2.23 Million
0.37% of portfolio
|
Q1 2025
Added 258933.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
100,717
shares
|
$2.22 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
98,177
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
96,972
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
96,802
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
94,904
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2023
Added 26.39%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
May 15, 2025 Q1 2025 |
94,356
shares
|
$2.08 Million
0.2% of portfolio
|
Q1 2025
New holding
|