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 743 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
46,167
shares
|
$653,263
0.0% of portfolio
|
Q3 2024
Reduced 71.54%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
45,582
shares
|
$644,985
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,475
shares
|
$643,471
0.0% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
44,550
shares
|
$630,382
0.27% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
42,929
shares
|
$607,445
0.01% of portfolio
|
Q3 2024
Reduced 23.36%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
42,804
shares
|
$605,676
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
42,500
shares
|
$601,375
0.0% of portfolio
|
Q3 2022
Added 119.16%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
42,329
shares
|
$598,955
0.18% of portfolio
|
Q1 2023
Reduced 42.47%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
41,277
shares
|
$584,069
0.01% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
40,778
shares
|
$577,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
40,440
shares
|
$572,226
0.13% of portfolio
|
Q3 2024
Added 147.7%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
40,104
shares
|
$567,471
0.02% of portfolio
|
Q3 2024
Added 22.09%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
40,104
shares
|
$567,471
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$566,000
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
39,981
shares
|
$565,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
39,350
shares
|
$556,802
0.08% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
38,472
shares
|
$544,378
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
38,344
shares
|
$542,567
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
38,344
shares
|
$542,567
0.15% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
38,260
shares
|
$541,379
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
37,088
shares
|
$524,795
0.06% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
36,033
shares
|
$509,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
36,000
shares
|
$509,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
35,971
shares
|
$508,989
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
35,950
shares
|
$508,692
0.04% of portfolio
|
Q3 2024
Reduced 10.01%
|