Companies / SoFi Technologies, Inc. / Institutional holders

SoFi Technologies, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
IFP Advisors, Inc	$2.51M	95,881	0.01%
BNC WEALTH MANAGEMENT, LLC	$2.44M	93,177	0.01%
FAGAN ASSOCIATES, INC.	$2.44M	93,084	0.01%
Slow Capital, Inc.	$2.42M	92,554	0.01%
HighPoint Advisor Group LLC	$2.40M	91,564	0.01%
Simplicity Wealth,LLC	$2.40M	91,527	0.01%
Composition Wealth, LLC	$2.38M	90,830	0.01%
ELEVATUS WELATH MANAGEMENT	$2.36M	90,190	0.01%
Prospera Financial Services Inc	$2.35M	89,796	0.01%
SUMITOMO LIFE INSURANCE CO	$2.34M	89,463	0.01%
ALLSTATE CORP	$2.34M	89,452	0.01%
Twin Tree Management, LP	$2.32M	88,688	0.01%
NATIONAL BANK OF CANADA /FI	$2.31M	88,464	0.01%
Taylor Frigon Capital Management LLC	$2.28M	86,936	0.01%
Laird Norton Wetherby Trust Company, LLC	$2.27M	86,586	0.01%
Spire Wealth Management	$2.26M	86,158	0.01%
Headlands Technologies LLC	$2.22M	84,738	0.01%
Williamson Legacy Group, LLC	$2.22M	84,729	0.01%
Kovack Advisors, Inc.	$2.20M	84,152	0.01%
Sepio Capital, LP	$2.16M	82,529	0.01%
US BANCORP \DE	$2.15M	82,002	0.01%
CAISSE DES DEPOTS ET CONSIGNATIONS	$2.12M	133,675	0.01%
STEINBERGANNA WEALTH MANAGEMENT	$2.11M	80,450	0.01%
Firsthand Capital Management, Inc.	$2.09M	80,000	0.01%
Midwest Professional Planners, LTD.	$2.04M	78,102	0.01%
CREDIT AGRICOLE S A	$2.04M	128,322	0.01%
BURNEY CO	$1.99M	76,167	0.01%
Virtue Capital Management, LLC	$1.99M	72,414	0.01%
Vontobel Holding Ltd.	$1.99M	75,951	0.01%
HBK INVESTMENTS L P	$1.96M	75,000	0.01%
EQUITABLE HOLDINGS, INC.	$1.91M	73,061	0.01%
CYPRESS POINT INVESTMENT MANAGEMENT LP	$1.90M	72,746	0.01%
Pinnacle Wealth Management, LLC	$1.86M	71,127	0.01%
Highview Capital Management LLC/DE	$1.85M	70,755	0.01%
TRUIST FINANCIAL CORP	$1.85M	70,561	0.01%
HARBOUR INVESTMENTS, INC.	$1.83M	70,088	0.01%
Xcel Wealth Management, LLC	$1.83M	69,932	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	$1.83M	69,904	0.01%
Knights of Columbus Asset Advisors LLC	$1.76M	67,303	0.01%
BLUE JEAN FINANCIAL LLC	$1.74M	66,617	0.01%
Strategic Advocates LLC	$1.74M	65,592	0.01%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.74M	66,541	0.01%
Fortis Group Advisors, LLC	$1.73M	75,957	0.01%
Alta Wealth Advisors LLC	$1.73M	66,148	0.01%
Solidarity Wealth, LLC	$1.72M	65,661	0.01%
Lido Advisors, LLC	$1.72M	95,751	0.01%
BANK OF NOVA SCOTIA	$1.71M	65,459	0.01%
CAPTRUST FINANCIAL ADVISORS	$1.69M	64,669	0.01%
Soltis Investment Advisors LLC	$1.68M	64,283	0.00%
HUB Investment Partners, LLC	$1.67M	63,816	0.00%