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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
10,090
shares
|
$280,703
0.1% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$278,200
0.07% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
10,000
shares
|
$278,200
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
10,000
shares
|
$278,200
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,945
shares
|
$276,669
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
9,776
shares
|
$271,968
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
9,739
shares
|
$270,938
0.16% of portfolio
|
Q3 2025
Reduced 52.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,648
shares
|
$268,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
9,484
shares
|
$263,844
0.02% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
9,400
shares
|
$261,508
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
9,383
shares
|
$261,035
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,352
shares
|
$260,172
0.0% of portfolio
|
Q3 2025
Reduced 34.28%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
9,133
shares
|
$254,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
9,000
shares
|
$250,380
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
8,983
shares
|
$249,907
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
8,970
shares
|
$249,545
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
8,892
shares
|
$247,375
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
8,874
shares
|
$246,874
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abrdn PLC
|
Jan 16, 2026 Q4 2025 |
8,728
shares
|
$242,812
0.0% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,633
shares
|
$240,170
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
8,629
shares
|
$240,058
0.01% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
8,561
shares
|
$238,167
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,560
shares
|
$238,139
0.0% of portfolio
|
Q3 2025
Reduced 82.62%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
8,515
shares
|
$236,887
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
8,500
shares
|
$236,470
0.0% of portfolio
|
Q3 2025
New holding
|
|