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 1,094 institutions that hold shares in the stock, with a total of 622 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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
68,714
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
68,518
shares
|
$1.91 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
66,651
shares
|
$1.85 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
66,384
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Added 188.88%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
66,207
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
65,969
shares
|
$1.84 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
65,661
shares
|
$1.83 Million
0.37% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
65,592
shares
|
$1.82 Million
0.45% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
65,325
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
64,525
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2025
Added 213.33%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
64,495
shares
|
$1.79 Million
0.29% of portfolio
|
Q2 2024
Added 218.32%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
64,425
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Added 126.56%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
64,330
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.17%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
63,730
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2025
Reduced 16.75%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
63,700
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
62,812
shares
|
$1.75 Million
0.12% of portfolio
|
Q4 2022
Added 35.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
62,650
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
62,626
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
62,431
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
62,061
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
61,742
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.26%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
61,580
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
61,536
shares
|
$1.71 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
61,232
shares
|
$1.7 Million
0.3% of portfolio
|
Q3 2025
Added 376.81%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
61,042
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.39%
|
|