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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,768
shares
|
$104,825
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
3,702
shares
|
$102,989
0.07% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,681
shares
|
$102,405
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,441
shares
|
$95,728
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,441
shares
|
$95,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
3,400
shares
|
$94,588
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
3,370
shares
|
$93,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
3,326
shares
|
$92,529
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,324
shares
|
$92,473
0.05% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
3,300
shares
|
$91,806
0.01% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,255
shares
|
$90,554
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
3,200
shares
|
$89,024
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,105
shares
|
$86,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$83,460
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,836
shares
|
$78,897
0.0% of portfolio
|
Q3 2025
Added 744.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,819
shares
|
$78,424
0.0% of portfolio
|
Q3 2025
Added 54.98%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,764
shares
|
$76,894
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,711
shares
|
$75,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,645
shares
|
$73,583
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
2,500
shares
|
$69,550
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,461
shares
|
$68,465
0.01% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,448
shares
|
$68,103
0.0% of portfolio
|
Q3 2025
Reduced 20.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
2,432
shares
|
$67,658
0.02% of portfolio
|
Q4 2025
Added 23.08%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,377
shares
|
$66,128
0.03% of portfolio
|
Q3 2025
Added 296.83%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,279
shares
|
$63,401
0.01% of portfolio
|
Q3 2025
Reduced 53.04%
|
|