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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
250
shares
|
$6,955
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
243
shares
|
$6,760
0.0% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
240
shares
|
$6,676
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
240
shares
|
$6,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
233
shares
|
$6,482
0.0% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
233
shares
|
$6,482
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
225
shares
|
$6,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
222
shares
|
$6,176
0.0% of portfolio
|
Q4 2025
Reduced 20.14%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
220
shares
|
$6,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
219
shares
|
$6,092
0.0% of portfolio
|
Q2 2025
Added 1725.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
209
shares
|
$5,814
0.0% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
200
shares
|
$5,564
0.0% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
200
shares
|
$5,564
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
200
shares
|
$5,564
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
200
shares
|
$5,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
200
shares
|
$5,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
200
shares
|
$5,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
191
shares
|
$5,313
0.0% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
190
shares
|
$5,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
178
shares
|
$4,951
0.0% of portfolio
|
Q2 2025
Added 270.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
173
shares
|
$4,812
0.0% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
171
shares
|
$4,757
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
150
shares
|
$4,173
0.0% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
146
shares
|
$4,061
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
142
shares
|
$3,950
0.0% of portfolio
|
Q2 2022
New holding
|
|