SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HARBOUR INVESTMENTS#301 · 89,787 sh | 89,787 | $1.6M | 0.02% | +8.0% |
| 302 | Saudi Central Bank#302 · 89,268 sh | 89,268 | $1.6M | 0.02% | +91.4% |
| 303 | Jupiter Topco#303 · 89,200 sh | 89,200 | $1.6M | <0.01% | — |
| 304 | CAPTRUST FINANCIAL ADVISORS#304 · 87,980 sh | 87,980 | $1.6M | <0.01% | -15.5% |
| 305 | Pathstone#305 · 87,529 sh | 87,529 | $1.6M | <0.01% | -1.7% |
| 306 | TCG Advisory Services#306 · 87,197 sh | 87,197 | $1.6M | 0.03% | +6.1% |
| 307 | O'SHAUGHNESSY ASSET MANAGEMENT#307 · 86,321 sh | 86,321 | $1.5M | <0.01% | -9.2% |
| 308 | Ameritas Advisory Services#308 · 86,190 sh | 86,190 | $1.5M | 0.03% | New |
| 309 | Hudock#309 · 84,074 sh | 84,074 | $1.5M | — | +22.0% |
| 310 | INTECH INVESTMENT MANAGEMENT#310 · 82,806 sh | 82,806 | $1.5M | 0.01% | -85.2% |
| 311 | Investment Management of Ontario#311 · 81,330 sh | 81,330 | $1.5M | 0.02% | -10.1% |
| 312 | INDEPENDENT FINANCIAL GROUP#312 · 81,145 sh | 81,145 | $1.5M | — | -6.3% |
| 313 | STEINBERGANNA WEALTH MANAGEMENT#313 · 80,450 sh | 80,450 | $1.4M | — | 0.0% |
| 314 | Firsthand Capital Management#314 · 80,000 sh | 80,000 | $1.4M | 2.29% | 0.0% |
| 315 | Sigma Planning#315 · 79,778 sh | 79,778 | $1.4M | — | +24.1% |
| 316 | FRANKLIN RESOURCES#316 · 79,503 sh | 79,503 | $1.4M | <0.01% | -3.0% |
| 317 | Lakeshore Financial Planning#317 · 78,427 sh | 78,427 | $1.4M | — | -15.0% |
| 318 | Spire Wealth Management#318 · 77,238 sh | 77,238 | $1.4M | 0.04% | -1.1% |
| 319 | EntryPoint Capital#319 · 77,128 sh | 77,128 | $1.4M | 0.34% | +109.8% |
| 320 | CENTAURUS FINANCIAL#320 · 77,075 sh | 77,075 | $1.4M | 0.06% | +6.5% |
| 321 | NWAM#321 · 76,564 sh | 76,564 | $1.4M | 0.07% | +24.6% |
| 322 | Integrated Wealth Concepts#322 · 76,337 sh | 76,337 | $1.4M | <0.01% | +20.7% |
| 323 | TWO SIGMA SECURITIES#323 · 75,115 sh | 75,115 | $1.3M | 0.12% | +32.8% |
| 324 | Rakuten Investment Management#324 · 73,377 sh | 73,377 | $1.3M | <0.01% | +16.3% |
| 325 | ABN AMRO INVESTMENT SOLUTIONS#325 · 73,601 sh | 73,601 | $1.3M | — | +19.3% |
| 326 | KNIGHTSBRIDGE ASSET MANAGEMENT#326 · 50,048 sh | 50,048 | $1.3M | 0.18% | New |
| 327 | Woodline Partners#327 · 72,791 sh | 72,791 | $1.3M | <0.01% | +47.2% |
| 328 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#328 · 72,575 sh | 72,575 | $1.3M | <0.01% | +1.0% |
| 329 | BANK OF NOVA SCOTIA#329 · 72,567 sh | 72,567 | $1.3M | <0.01% | +18.8% |
| 330 | Belpointe Asset Management#330 · 72,255 sh | 72,255 | $1.3M | 0.04% | +208.9% |
| 331 | National Pension Service#331 · 71,813 sh | 71,813 | $1.3M | <0.01% | -96.1% |
| 332 | Nicholas Wealth#332 · 71,793 sh | 71,793 | $1.3M | — | +44.3% |
| 333 | Y-Intercept (Hong Kong) Ltd#333 · 70,457 sh | 70,457 | $1.3M | — | New |
| 334 | Fideuram Asset Management (Ireland) dac#334 · 72,184 sh | 72,184 | $1.3M | 0.02% | New |
| 335 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#335 · 67,759 sh | 67,759 | $1.2M | — | +510.7% |
| 336 | Midwest Professional Planners, LTD.#336 · 67,512 sh | 67,512 | $1.2M | 0.24% | -0.2% |
| 337 | Maryland State Retirement & Pension System#337 · 67,291 sh | 67,291 | $1.2M | 0.02% | +10.4% |
| 338 | Solidarity Wealth#338 · 65,661 sh | 65,661 | $1.2M | — | 0.0% |
| 339 | POLEN CAPITAL MANAGEMENT#339 · 65,611 sh | 65,611 | $1.2M | 0.01% | -36.5% |
| 340 | GSA CAPITAL PARTNERS LLP#340 · 65,121 sh | 65,121 | $1.2M | 0.07% | -0.8% |
| 341 | SCHRODER INVESTMENT MANAGEMENT GROUP#341 · 64,468 sh | 64,468 | $1.2M | <0.01% | +1.4% |
| 342 | Norris Financial Group#342 · 63,617 sh | 63,617 | $1.1M | 0.45% | +22.0% |
| 343 | Philadelphia Investment Partners#343 · 63,397 sh | 63,397 | $1.1M | 0.71% | -0.8% |
| 344 | Global Retirement Partners#344 · 63,124 sh | 63,124 | $1.1M | 0.02% | — |
| 345 | Inspire Investing#345 · 61,796 sh | 61,796 | $1.1M | — | New |
| 346 | Fortis Capital Advisors#346 · 61,051 sh | 61,051 | $1.1M | 0.12% | New |
| 347 | AMALGAMATED BANK#347 · 60,991 sh | 60,991 | $1.1M | — | -8.6% |
| 348 | RPG Investment Advisory#348 · 60,750 sh | 60,750 | $1.1M | — | +48.9% |
| 349 | CIBC Asset Management#349 · 60,263 sh | 60,263 | $1.1M | <0.01% | +4.7% |
| 350 | Guardian Partners#350 · 60,000 sh | 60,000 | $1.1M | — | New |
| 351 | Connective Portfolio Management#351 · 60,000 sh | 60,000 | $1.1M | — | New |
| 352 | EVENTIDE ASSET MANAGEMENT#352 · 58,099 sh | 58,099 | $1.1M | 0.01% | +153.7% |
| 353 | Matisse Capital#353 · 58,563 sh | 58,563 | $1.1M | 0.42% | +26.7% |
| 354 | M&T BANK#354 · 58,367 sh | 58,367 | $1.0M | <0.01% | +3.2% |
| 355 | PFG Investments#355 · 57,961 sh | 57,961 | $1.0M | 0.04% | +4.0% |
| 356 | PNC FINANCIAL SERVICES GROUP#356 · 57,336 sh | 57,336 | $1.0M | <0.01% | +6.6% |
| 357 | AlphaCore Capital#357 · 56,607 sh | 56,607 | $1.0M | 0.02% | +55.7% |
| 358 | Brookstone Capital Management#358 · 55,563 sh | 55,563 | $996.3K | — | +2.1% |
| 359 | San Luis Wealth Advisors#359 · 55,416 sh | 55,416 | $993.6K | — | 0.0% |
| 360 | Merit Financial Group#360 · 55,304 sh | 55,304 | $991.6K | <0.01% | -5.3% |
| 361 | Axxion S.A.#361 · 54,480 sh | 54,480 | $976.8K | — | — |
| 362 | Soltis Investment Advisors#362 · 53,492 sh | 53,492 | $959.1K | 0.05% | -22.4% |
| 363 | HOWLAND CAPITAL MANAGEMENT#363 · 53,347 sh | 53,347 | $956.5K | — | 0.0% |
| 364 | Vise Technologies#364 · 53,069 sh | 53,069 | $951.5K | 0.01% | +45.3% |
| 365 | Beacon Pointe Advisors#365 · 52,919 sh | 52,919 | $948.8K | <0.01% | +4.0% |
| 366 | STANSBERRY ASSET MANAGEMENT#366 · 52,837 sh | 52,837 | $947.4K | 0.09% | -5.5% |
| 367 | Viewpoint Capital Management#367 · 51,817 sh | 51,817 | $929.1K | 0.47% | 0.0% |
| 368 | Keystone Financial Services#368 · 51,714 sh | 51,714 | $927.2K | 0.56% | -0.9% |
| 369 | RHODES INVESTMENT ADVISORS#369 · 51,566 sh | 51,566 | $924.6K | — | +46.9% |
| 370 | MEANS INVESTMENT#370 · 51,378 sh | 51,378 | $921.2K | 0.07% | 0.0% |
| 371 | STIFEL FINANCIAL#371 · 51,377 sh | 51,377 | $921.2K | <0.01% | +69.6% |
| 372 | Elo Mutual Pension Insurance#372 · 51,076 sh | 51,076 | $915.8K | 0.01% | -58.2% |
| 373 | ALLSTATE#373 · 50,410 sh | 50,410 | $903.9K | <0.01% | -44.2% |
| 374 | Pathway Financial Advisers#374 · 49,491 sh | 49,491 | $887.4K | 0.22% | -0.1% |
| 375 | abrdn plc#375 · 48,912 sh | 48,912 | $877.0K | <0.01% | +301.9% |
| 376 | MAI Capital Management#376 · 48,807 sh | 48,807 | $875.1K | <0.01% | +1.8% |
| 377 | FLORIDA FINANCIAL ADVISORS#377 · 48,180 sh | 48,180 | $863.9K | 0.15% | +36.0% |
| 378 | Neuberger Berman Group#378 · 47,709 sh | 47,709 | $855.4K | <0.01% | -13.3% |
| 379 | PRUDENTIAL FINANCIAL#379 · 47,231 sh | 47,231 | $846.9K | <0.01% | -5.1% |
| 380 | FIRST NATIONAL#380 · 46,821 sh | 46,821 | $839.5K | 0.03% | +20.6% |
| 381 | Marathon Trading Investment Management#381 · 46,737 sh | 46,737 | $838.0K | 0.03% | +674.8% |
| 382 | Krilogy Financial#382 · 46,498 sh | 46,498 | $833.7K | — | +16.9% |
| 383 | WCG Wealth Advisors#383 · 46,181 sh | 46,181 | $828.0K | 0.02% | +77.8% |
| 384 | LEVEL FOUR ADVISORY SERVICES#384 · 45,937 sh | 45,937 | $823.6K | 0.02% | +3.7% |
| 385 | TOWNSQUARE CAPITAL#385 · 45,656 sh | 45,656 | $818.6K | 0.15% | New |
| 386 | Osmosis Investment Management UK Ltd#386 · 45,410 sh | 45,410 | $814.2K | 0.04% | -53.6% |
| 387 | Raiffeisen Bank International AG#387 · 44,380 sh | 44,380 | $807.3K | <0.01% | +3383.5% |
| 388 | PINNACLE ASSOCIATES LTD#388 · 44,336 sh | 44,336 | $794.9K | — | -1.8% |
| 389 | Sepio Capital#389 · 43,668 sh | 43,668 | $783.0K | — | -10.4% |
| 390 | Dai-ichi Life Insurance Company, Ltd#390 · 43,644 sh | 43,644 | $782.5K | 0.02% | 0.0% |
| 391 | Savant Capital#391 · 45,861 sh | 45,861 | $780.0K | <0.01% | +113.6% |
| 392 | SUSQUEHANNA ADVISORS GROUP#392 · 43,492 sh | 43,492 | $779.8K | 0.01% | 0.0% |
| 393 | MANGROVE PARTNERS IM#393 · 43,305 sh | 43,305 | $776.5K | 0.05% | 0.0% |
| 394 | FIFTH THIRD BANCORP#394 · 43,191 sh | 43,191 | $774.4K | <0.01% | +247.7% |
| 395 | Sowell Financial Services#395 · 42,378 sh | 42,378 | $759.8K | — | +12.2% |
| 396 | Perigon Wealth Management#396 · 41,604 sh | 41,604 | $746.0K | — | +21.5% |
| 397 | Lombard Odier Asset Management (Switzerland) SA#397 · 41,200 sh | 41,200 | $738.7K | 0.02% | +28.3% |
| 398 | KLCM Advisors#398 · 41,196 sh | 41,196 | $738.6K | 0.06% | +0.5% |
| 399 | VICTORY FINANCIAL GROUP#399 · 41,188 sh | 41,188 | $738.5K | 0.08% | +18.8% |
| 400 | EVOLVE PRIVATE WEALTH#400 · 40,503 sh | 40,503 | $726.2K | 0.04% | New |
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.