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 837 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 $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,646
shares
|
$19,505
0.0% of portfolio
|
Q4 2024
Added 55.87%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,614
shares
|
$19,125
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,600
shares
|
$18,960
0.01% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$18,960
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,554
shares
|
$18,414
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,500
shares
|
$17,775
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
1,465
shares
|
$17,360
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,445
shares
|
$17,123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,401
shares
|
$16,601
0.0% of portfolio
|
Q3 2024
Added 249.38%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,341
shares
|
$15,890
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,300
shares
|
$15,405
0.01% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,279
shares
|
$15,156
0.0% of portfolio
|
Q4 2024
Added 27.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,220
shares
|
$14,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,217
shares
|
$14,421
0.01% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,200
shares
|
$14,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,195
shares
|
$14,160
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,157
shares
|
$13,710
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,135
shares
|
$13,449
0.0% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,095
shares
|
$12,975
0.0% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,090
shares
|
$12,916
0.01% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,028
shares
|
$12,181
0.0% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$11,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$11,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$11,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
1,000
shares
|
$11,850
0.01% of portfolio
|
Q2 2024
New holding
|