Who Owns SOFI TECHNOLOGIES INC (SOFI)? -- Institutional Holders (2026-06-30)

36 institutions reported holding $28.2M of SOFI TECHNOLOGIES INC (SOFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: TTRF Capital Ltd ($7.7M), ANDERSON HOAGLAND & CO ($6.6M), Teamwork Financial Advisors, LLC ($4.5M), MFG WEALTH MANAGEMENT, INC. ($3.4M), PensionDanmark Pensionsforsikringsaktieselskab ($1.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1TTRF Capital Ltd$7.7M428,091New
2ANDERSON HOAGLAND & CO$6.6M370,133Added
3Teamwork Financial Advisors, LLC$4.5M249,482Added
4MFG WEALTH MANAGEMENT, INC.$3.4M191,016Added
5PensionDanmark Pensionsforsikringsaktieselskab$1.9M105,760New
6Connective Portfolio Management, LLC$1.1M60,000New
7Valeo Financial Advisors, LLC$658,31936,716Added
8Assenagon Asset Management S.A.$391,48421,834New
9Thrive Wealth Management, LLC$346,89219,347Trimmed
10Westmount Partners, LLC$315,09517,574Trimmed
11Fermata Advisors, LLC$276,64215,429Added
12GAMMA Investing LLC$254,64214,202Added
13White Wing Wealth Management$241,44513,466Added
14Avior Wealth Management, LLC$198,84411,090Trimmed
15CoreCap Advisors, LLC$185,77310,361Trimmed
16CX Institutional$44,0002,477Added
17MassMutual Private Wealth & Trust, FSB$27,9531,559Added
18Grove Bank & Trust$21,7671,214Added
19THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$19,9911,115Hold
20Versant Capital Management, Inc$18,5401,034Added
21FNY Investment Advisers, LLC$13,000750New
22Bangor Savings Bank$7,262405Added
23Hilltop National Bank$7,172400Hold
24Retirement Wealth Solutions LLC$4,196234Added
25ATWOOD & PALMER INC$3,981222Added

Source: SEC Form 13F filings · as of 2026-06-30