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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
14,847
shares
|
$413,043
0.05% of portfolio
|
Q4 2025
Added 6.15%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
14,803
shares
|
$411,819
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
14,704
shares
|
$409,065
0.0% of portfolio
|
Q3 2025
Added 315.84%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
14,676
shares
|
$408,286
0.04% of portfolio
|
Q3 2025
Added 93.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
14,629
shares
|
$406,978
0.02% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
14,582
shares
|
$405,671
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
14,528
shares
|
$404,168
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
14,511
shares
|
$403,696
0.05% of portfolio
|
Q4 2025
Reduced 12.76%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
14,454
shares
|
$402,110
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
14,418
shares
|
$401,108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
14,383
shares
|
$400,135
0.01% of portfolio
|
Q4 2025
Added 7.54%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
14,365
shares
|
$399,634
0.03% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
14,253
shares
|
$396,518
0.01% of portfolio
|
Q3 2025
Added 37.83%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
14,237
shares
|
$396,073
0.08% of portfolio
|
Q4 2025
Added 16.51%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,133
shares
|
$393,180
0.01% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
14,101
shares
|
$392,289
0.15% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
14,101
shares
|
$392,289
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
13,890
shares
|
$386,419
0.17% of portfolio
|
Q3 2025
Reduced 81.56%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
13,850
shares
|
$385,307
0.2% of portfolio
|
Q3 2025
Reduced 38.44%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
13,843
shares
|
$385,112
0.06% of portfolio
|
Q3 2025
Reduced 77.99%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,775
shares
|
$383,220
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
13,757
shares
|
$382,719
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
13,745
shares
|
$382,385
0.04% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
13,705
shares
|
$381,273
0.17% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
13,681
shares
|
$380,605
0.1% of portfolio
|
Q4 2025
New holding
|
|