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 |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
681
shares
|
$18,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
648
shares
|
$18,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
630
shares
|
$17,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
600
shares
|
$16,692
0.0% of portfolio
|
Q4 2025
Added 200.0%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
600
shares
|
$16,692
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
600
shares
|
$16,692
0.01% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
600
shares
|
$16,692
0.01% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
600
shares
|
$16,692
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
590
shares
|
$16,413
0.0% of portfolio
|
Q1 2022
Reduced 1.67%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
566
shares
|
$15,746
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
556
shares
|
$15,467
0.0% of portfolio
|
Q4 2025
Added 14.4%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
516
shares
|
$14,355
0.0% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
515
shares
|
$14,327
0.0% of portfolio
|
Q2 2024
Added 128.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
511
shares
|
$14,216
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
507
shares
|
$14,104
0.0% of portfolio
|
Q3 2025
Reduced 44.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
500
shares
|
$13,910
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
500
shares
|
$13,910
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$13,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
500
shares
|
$13,910
0.01% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
500
shares
|
$13,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
452
shares
|
$12,574
0.0% of portfolio
|
Q4 2025
Added 8940.0%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
450
shares
|
$12,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
449
shares
|
$12,491
0.01% of portfolio
|
Q3 2025
Reduced 87.57%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
442
shares
|
$12,296
0.0% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
416
shares
|
$11,573
0.0% of portfolio
|
Q3 2025
New holding
|
|