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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,200
shares
|
$61,204
0.0% of portfolio
|
Q2 2022
Added 175.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,185
shares
|
$60,786
0.0% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
2,044
shares
|
$56,864
0.0% of portfolio
|
Q4 2025
Added 60.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,000
shares
|
$55,640
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$55,640
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,938
shares
|
$53,915
0.01% of portfolio
|
Q2 2025
Added 34.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,892
shares
|
$52,635
0.01% of portfolio
|
Q4 2025
Added 31.57%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,847
shares
|
$51,383
0.01% of portfolio
|
Q4 2025
Reduced 7.83%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,845
shares
|
$51,327
0.0% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
1,842
shares
|
$51,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,750
shares
|
$48,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
1,734
shares
|
$48,239
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
1,700
shares
|
$47,294
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,651
shares
|
$45,930
0.0% of portfolio
|
Q3 2025
Reduced 66.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
1,650
shares
|
$45,903
0.0% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,610
shares
|
$44,790
0.01% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$44,512
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,599
shares
|
$44,484
0.0% of portfolio
|
Q3 2025
Reduced 37.59%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,554
shares
|
$43,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
1,522
shares
|
$42,342
0.0% of portfolio
|
Q3 2025
Reduced 92.12%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$41,730
0.03% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,500
shares
|
$41,730
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
1,500
shares
|
$41,730
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,469
shares
|
$40,867
0.0% of portfolio
|
Q3 2025
Added 46.9%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,447
shares
|
$40,255
0.0% of portfolio
|
Q4 2025
Added 8.72%
|
|