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Who Owns SoFi Technologies Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SoFi Technologies Inc.

Who crossed 5% of SOFI →
Managers holding
31
as of 2026-09-30
Reported value
$17.4M
summed across filings
Shares held
1.1M
Added vs trimmed
15 / 5
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.COM371.6K shheld$5.8M
MFG WEALTH MANAGEMENT, INC.COM190.5K shtrimmed$3M
Venture Visionary Partners LLCCOM129.4K shadded$2M
Capital Advisors Wealth Management, LLCCOM113.3K shadded$1.8M
RHODES INVESTMENT ADVISORS INC /ADVCOM51.3K shtrimmed$805.9K
Valeo Financial Advisors, LLCStock37.5K shadded$589.5K
Farther Finance Advisors, LLCStock33.7K shadded$529.1K
Avidian Wealth Enterprises, LLCCOM30K shadded$471.6K
Wedmont Private CapitalCOM27.7K shadded$432.1K
WoodTrust Financial CorpCOMMON24.8K shadded$390K
DECISION INVESTMENTS, INCCOM24.2K shheld$381.1K
GAMMA Investing LLCCommon Stock20.7K shadded$326K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM20.5K shadded$322.9K
Rosenberg Matthew HamiltonStock10.9K shadded$172K
CoreCap Advisors, LLCStock8.4K shtrimmed$131.6K
GK Wealth Management LLCCOM4.6K sh—$72.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2.2K shadded$35.3K
Grove Bank & TrustCOM1.2K shheld$19.1K
Bank of New HampshireCOM1K shheld$15.7K
VALLEY WEALTH MANAGERS, INC.Stock963 shheld$15.1K
GK Wealth Management LLCCOM3.5K sh—$14.2K
Bangor Savings BankCOM455 shadded$7.2K
TOTH FINANCIAL ADVISORY CORPCOM350 shtrimmed$5.5K
ELEVATION WEALTH PARTNERS, LLCCOM263 shadded$4.1K
Retirement Wealth Solutions LLCCOM243 shadded$3.8K
Wealth Enhancement Trust Services, Inc.COM228 shheld$3.6K
ATWOOD & PALMER INCCOM222 shheld$3.5K
GILPIN WEALTH MANAGEMENT, LLCCOM56 shadded$881
Investors Research CorpCOM53 shheld$833
Davis Capital ManagementStock47 shtrimmed$739
Byrne Asset Management LLCCOM9 shheld$143

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on SOFI

Company overviewEverything on SOFI in one place, with the price.SEC filingsWhat SOFI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat SOFI's own officers and directors buy and sell.Planned salesSales SOFI insiders have filed notice of.Executive payWhat SOFI awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold SOFI, and how big a bet.LobbyingWhat SOFI spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on SOFI's account, and who they worked for.

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