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 743 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
98,956
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 92.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
98,722
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 34.6%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
95,963
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
94,904
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2023
Added 26.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
94,193
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
93,699
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
92,904
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
92,813
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
90,868
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
88,580
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Added 4252.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
88,461
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
87,664
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
87,038
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
84,623
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 27.23%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
84,500
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
84,350
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2024
Added 3.69%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
83,572
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.15%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
80,540
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 40.35%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
78,677
shares
|
$1.11 Million
0.58% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
75,272
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
74,901
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
74,500
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 10512.54%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
73,782
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
72,962
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
72,861
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|