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 842 institutions that hold shares in the stock, with a total of 523 Million shares, which have been reported (via 13F filing form) to have a value of $5.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
70,200
shares
|
$770,796
0.49% of portfolio
|
Q4 2024
Reduced 40.51%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
69,715
shares
|
$765,470
0.46% of portfolio
|
Q4 2024
Reduced 24.89%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
69,446
shares
|
$762,517
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
69,446
shares
|
$762,517
0.4% of portfolio
|
Q4 2024
Reduced 81.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
68,117
shares
|
$747,924
0.03% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
67,039
shares
|
$736,088
0.09% of portfolio
|
Q1 2024
Reduced 17.04%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
66,914
shares
|
$734,715
0.18% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
65,661
shares
|
$720,957
0.26% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
65,637
shares
|
$720,694
0.1% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
64,600
shares
|
$709,308
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
64,541
shares
|
$708,660
0.01% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
64,495
shares
|
$708,155
0.14% of portfolio
|
Q2 2024
Added 218.32%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
63,741
shares
|
$699,876
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
63,732
shares
|
$699,777
0.02% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
63,206
shares
|
$694,001
0.0% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
63,137
shares
|
$693,244
0.02% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
63,065
shares
|
$692,453
0.09% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
63,023
shares
|
$691,992
0.5% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
62,812
shares
|
$689,675
0.12% of portfolio
|
Q4 2022
Added 35.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
62,546
shares
|
$686,755
0.0% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
62,312
shares
|
$684,185
0.06% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
62,014
shares
|
$680,913
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
61,536
shares
|
$675,665
0.34% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
60,781
shares
|
$667,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
60,534
shares
|
$664,663
0.0% of portfolio
|
Q4 2024
Added 1.14%
|