SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026 (page 3)
936 institutional investment managers reported a SOFI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SOFI 13F holders ranked 201–300 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Wealthspire Advisors#201 · 218,172 sh | 218,172 | $3.9M | 0.02% | New |
| 202 | Steward Partners Investment Advisory#202 · 211,356 sh | 211,356 | $3.8M | 0.02% | +550.0% |
| 203 | Andra AP-fonden#203 · 203,999 sh | 203,999 | $3.7M | 0.04% | -17.4% |
| 204 | Ensign Peak Advisors#204 · 203,098 sh | 203,098 | $3.6M | <0.01% | -13.7% |
| 205 | TORONTO DOMINION BANK#205 · 201,755 sh | 201,755 | $3.6M | <0.01% | -90.8% |
| 206 | BNP Paribas Asset Management Holding S.A.#206 · 201,170 sh | 201,170 | $3.6M | <0.01% | +7.2% |
| 207 | Warm Springs Advisors#207 · 200,000 sh | 200,000 | $3.6M | 2.48% | +25.0% |
| 208 | Quantbot Technologies#208 · 194,008 sh | 194,008 | $3.5M | 0.14% | +670.3% |
| 209 | Stratos Wealth Partners, LTD.#209 · 193,268 sh | 193,268 | $3.5M | 0.03% | -10.3% |
| 210 | Utah Retirement Systems#210 · 191,646 sh | 191,646 | $3.4M | 0.03% | -2.7% |
| 211 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#211 · 191,171 sh | 191,171 | $3.4M | 0.02% | +9.8% |
| 212 | MFG WEALTH MANAGEMENT#212 · 191,016 sh | 191,016 | $3.4M | — | +6.7% |
| 213 | Fiduciary Alliance#213 · 190,990 sh | 190,990 | $3.4M | — | -31.3% |
| 214 | BI Asset Management Fondsmaeglerselskab A/S#214 · 190,280 sh | 190,280 | $3.4M | — | +583.4% |
| 215 | HOURGLASS CAPITAL#215 · 188,700 sh | 188,700 | $3.4M | — | +11.1% |
| 216 | CREDIT AGRICOLE S A#216 · 186,799 sh | 186,799 | $3.3M | <0.01% | +45.6% |
| 217 | XPONANCE#217 · 183,860 sh | 183,860 | $3.3M | 0.02% | +0.8% |
| 218 | J. Safra Sarasin Holding AG#218 · 183,584 sh | 183,584 | $3.3M | — | New |
| 219 | KBC Group NV#219 · 180,172 sh | 180,172 | $3.2M | — | -63.9% |
| 220 | Empowered Funds#220 · 174,961 sh | 174,961 | $3.1M | 0.02% | +166.3% |
| 221 | NISSAY ASSET MANAGEMENT /JAPAN#221 · 171,111 sh | 171,111 | $3.1M | 0.01% | +5.6% |
| 222 | Caprock Group#222 · 170,937 sh | 170,937 | $3.1M | 0.06% | -12.1% |
| 223 | Baird Financial Group#223 · 170,770 sh | 170,770 | $3.1M | <0.01% | -0.2% |
| 224 | Swedbank AB#224 · 163,027 sh | 163,027 | $2.9M | — | +6.2% |
| 225 | CMG Global#225 · 156,330 sh | 156,330 | $2.8M | — | -3.5% |
| 226 | Triumph Capital Management#226 · 155,460 sh | 155,460 | $2.8M | — | +11.1% |
| 227 | Taylor Frigon Capital Management#227 · 155,252 sh | 155,252 | $2.8M | — | +31.6% |
| 228 | QRG CAPITAL MANAGEMENT#228 · 154,404 sh | 154,404 | $2.8M | 0.02% | +5.8% |
| 229 | Polymer Capital Management (US)#229 · 153,684 sh | 153,684 | $2.8M | 0.36% | +663.6% |
| 230 | Intellus Advisors#230 · 153,337 sh | 153,337 | $2.7M | 0.33% | +13.6% |
| 231 | TRIGLAV SKLADI, D.O.O.#231 · 151,928 sh | 151,928 | $2.7M | 0.14% | New |
| 232 | Swiss Life Asset Management Ltd#232 · 150,238 sh | 150,238 | $2.7M | 0.01% | +31.0% |
| 233 | Daiwa Securities Group#233 · 150,214 sh | 150,214 | $2.7M | <0.01% | -94.8% |
| 234 | Man Group plc#234 · 148,143 sh | 148,143 | $2.7M | <0.01% | -86.3% |
| 235 | ELEVATUS WELATH MANAGEMENT#235 · 147,212 sh | 147,212 | $2.6M | — | New |
| 236 | OP Asset Management Ltd#236 · 146,056 sh | 146,056 | $2.6M | 0.03% | -35.8% |
| 237 | TUDOR INVESTMENT ET AL#237 · 145,484 sh | 145,484 | $2.6M | <0.01% | New |
| 238 | Candriam S.C.A.#238 · 145,453 sh | 145,453 | $2.6M | 0.01% | -0.4% |
| 239 | BURNEY#239 · 143,389 sh | 143,389 | $2.6M | — | New |
| 240 | TD Waterhouse Canada#240 · 139,046 sh | 139,046 | $2.6M | — | +470.0% |
| 241 | Illinois Municipal Retirement Fund#241 · 140,864 sh | 140,864 | $2.5M | 0.03% | -25.8% |
| 242 | DARK FOREST CAPITAL MANAGEMENT#242 · 136,376 sh | 136,376 | $2.4M | 0.16% | -69.8% |
| 243 | CAISSE DES DEPOTS ET CONSIGNATIONS#243 · 133,675 sh | 133,675 | $2.4M | 0.04% | 0.0% |
| 244 | NISA INVESTMENT ADVISORS#244 · 130,641 sh | 130,641 | $2.3M | — | -4.6% |
| 245 | Torrey Growth & Income Advisors#245 · 130,796 sh | 130,796 | $2.3M | 0.79% | +3.8% |
| 246 | Corient Private Wealth#246 · 130,371 sh | 130,371 | $2.3M | <0.01% | -28.3% |
| 247 | Soviero Asset Management#247 · 130,000 sh | 130,000 | $2.3M | 0.98% | New |
| 248 | MERCER GLOBAL ADVISORS#248 · 128,074 sh | 128,074 | $2.3M | <0.01% | -10.9% |
| 249 | US BANCORP \DE\#249 · 126,572 sh | 126,572 | $2.3M | <0.01% | +12.8% |
| 250 | Allworth Financial#250 · 126,401 sh | 126,401 | $2.3M | <0.01% | -3.1% |
| 251 | HighTower Advisors#251 · 126,362 sh | 126,362 | $2.3M | <0.01% | +6.5% |
| 252 | Venture Visionary Partners#252 · 126,356 sh | 126,356 | $2.3M | — | New |
| 253 | Kovitz Investment Group Partners#253 · 125,645 sh | 125,645 | $2.3M | 0.05% | +1.6% |
| 254 | Concurrent Investment Advisors#254 · 124,688 sh | 124,688 | $2.2M | — | -3.3% |
| 255 | Alliance Wealth Advisors#255 · 122,358 sh | 122,358 | $2.2M | 0.41% | +0.1% |
| 256 | Eurizon Capital SGR S.p.A.#256 · 121,314 sh | 121,314 | $2.2M | <0.01% | +61.0% |
| 257 | Baker Chad R#257 · 121,415 sh | 121,415 | $2.2M | — | 0.0% |
| 258 | JACOBS LEVY EQUITY MANAGEMENT#258 · 120,618 sh | 120,618 | $2.2M | <0.01% | -3.8% |
| 259 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#259 · 118,220 sh | 118,220 | $2.1M | <0.01% | 0.0% |
| 260 | Baker Avenue Asset Management#260 · 115,400 sh | 115,400 | $2.1M | 0.04% | +0.1% |
| 261 | CIBC Bancorp USA#261 · 114,556 sh | 114,556 | $2.1M | <0.01% | +0.4% |
| 262 | Miller Financial Services#262 · 113,823 sh | 113,823 | $2.0M | — | +0.1% |
| 263 | Arkadios Wealth Advisors#263 · 113,587 sh | 113,587 | $2.0M | 0.03% | +54.8% |
| 264 | TrueNorth#264 · 113,211 sh | 113,211 | $2.0M | 0.13% | New |
| 265 | Capital Advisors Wealth Management#265 · 113,162 sh | 113,162 | $2.0M | — | +2.1% |
| 266 | PEAK6#266 · 111,893 sh | 111,893 | $2.0M | <0.01% | -81.9% |
| 267 | Annex Advisory Services#267 · 109,462 sh | 109,462 | $2.0M | — | New |
| 268 | STANCE CAPITAL#268 · 108,865 sh | 108,865 | $2.0M | 0.59% | New |
| 269 | Fortis Group Advisors#269 · 108,795 sh | 108,795 | $2.0M | 0.31% | +44.4% |
| 270 | River Street Advisors#270 · 107,677 sh | 107,677 | $1.9M | — | +93.0% |
| 271 | Perennial Investment Advisors#271 · 107,228 sh | 107,228 | $1.9M | 0.13% | +1.4% |
| 272 | Catalyst Funds Management Pty Ltd#272 · 107,194 sh | 107,194 | $1.9M | 0.11% | +129.8% |
| 273 | PensionDanmark Pensionsforsikringsaktieselskab#273 · 105,760 sh | 105,760 | $1.9M | — | +5.6% |
| 274 | Tradition Wealth Management#274 · 104,443 sh | 104,443 | $1.9M | 0.11% | -0.5% |
| 275 | Clean Yield Group#275 · 102,471 sh | 102,471 | $1.8M | 0.46% | +4.1% |
| 276 | KESTRA PRIVATE WEALTH SERVICES#276 · 102,300 sh | 102,300 | $1.8M | 0.02% | +54.1% |
| 277 | MACKENZIE FINANCIAL#277 · 102,008 sh | 102,008 | $1.8M | <0.01% | +2.1% |
| 278 | LM Advisors#278 · 101,459 sh | 101,459 | $1.8M | 0.21% | +6012.0% |
| 279 | Leonteq Securities AG#279 · 101,166 sh | 101,166 | $1.8M | 0.06% | +37.5% |
| 280 | FIRETHORN WEALTH PARTNERS#280 · 100,977 sh | 100,977 | $1.8M | — | -5.4% |
| 281 | Arete Wealth Advisors#281 · 100,872 sh | 100,872 | $1.8M | 0.06% | New |
| 282 | GatePass Capital#282 · 100,134 sh | 100,134 | $1.8M | 0.68% | 0.0% |
| 283 | Ameliora Wealth Management Ltd.#283 · 100,000 sh | 100,000 | $1.8M | — | 0.0% |
| 284 | VOYA INVESTMENT MANAGEMENT#284 · 99,721 sh | 99,721 | $1.8M | <0.01% | +7.8% |
| 285 | Orion Porfolio Solutions#285 · 97,808 sh | 97,808 | $1.8M | 0.01% | +18.5% |
| 286 | IFP Advisors#286 · 96,742 sh | 96,742 | $1.7M | — | -2.1% |
| 287 | Prospera Financial Services#287 · 96,191 sh | 96,191 | $1.7M | 0.03% | +9.3% |
| 288 | Miracle Mile Advisors#288 · 96,007 sh | 96,007 | $1.7M | 0.02% | +1.0% |
| 289 | Gulf International Bank (UK) Ltd#289 · 95,924 sh | 95,924 | $1.7M | — | -1.9% |
| 290 | Lido Advisors#290 · 95,751 sh | 95,751 | $1.7M | <0.01% | -26.9% |
| 291 | Advisory Services Network#291 · 95,098 sh | 95,098 | $1.7M | 0.02% | +150.1% |
| 292 | Vanguard Personalized Indexing Management#292 · 94,648 sh | 94,648 | $1.7M | 0.01% | -11.4% |
| 293 | MLP3#293 · 93,240 sh | 93,240 | $1.7M | — | +18.8% |
| 294 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd#294 · 93,137 sh | 93,137 | $1.7M | 0.11% | +1.1% |
| 295 | Slow Capital#295 · 92,554 sh | 92,554 | $1.7M | — | 0.0% |
| 296 | Laird Norton Wetherby Company#296 · 91,778 sh | 91,778 | $1.6M | 0.03% | +0.5% |
| 297 | Kovack Advisors#297 · 88,436 sh | 88,436 | $1.6M | 0.08% | +1.6% |
| 298 | Rafferty Asset Management#298 · 90,071 sh | 90,071 | $1.6M | <0.01% | New |
| 299 | Equitable#299 · 89,808 sh | 89,808 | $1.6M | <0.01% | +22.9% |
| 300 | Altshuler Shaham Ltd#300 · 106,000 sh | 106,000 | $1.6M | 0.02% | -62.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.