SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | FLOYD FINANCIAL GROUP#401 · 38,708 sh | 38,708 | $718.0K | 0.47% | -3.5% |
| 402 | STEVENS CAPITAL MANAGEMENT#402 · 39,401 sh | 39,401 | $706.0K | 0.17% | -81.4% |
| 403 | Vident Advisory#403 · 39,288 sh | 39,288 | $704.4K | <0.01% | -4.8% |
| 404 | Eddie Patel#404 · 39,172 sh | 39,172 | $702.3K | 0.42% | +25.9% |
| 405 | Compound Planning#405 · 38,730 sh | 38,730 | $694.4K | 0.02% | +0.3% |
| 406 | CIBC WORLD MARKET#406 · 38,674 sh | 38,674 | $693.4K | <0.01% | +166.3% |
| 407 | Patriot Financial Group Insurance Agency#407 · 38,405 sh | 38,405 | $688.6K | — | -42.1% |
| 408 | Twin Tree Management#408 · 37,916 sh | 37,916 | $679.8K | 0.01% | New |
| 409 | EverSource Wealth Advisors#409 · 37,832 sh | 37,832 | $678.3K | 0.02% | -77.9% |
| 410 | Valeo Financial Advisors#410 · 36,716 sh | 36,716 | $658.3K | — | +6.5% |
| 411 | Rathbones Group PLC#411 · 36,246 sh | 36,246 | $649.9K | <0.01% | +80.4% |
| 412 | North Dakota State Investment Board#412 · 36,055 sh | 36,055 | $646.5K | — | +2.9% |
| 413 | OVERSEA-CHINESE BANKING Ltd#413 · 35,744 sh | 35,744 | $639.1K | 0.01% | -10.6% |
| 414 | Nikulski Financial#414 · 35,595 sh | 35,595 | $638.2K | 0.14% | -1.3% |
| 415 | Groupe la Francaise#415 · 35,170 sh | 35,170 | $630.6K | <0.01% | New |
| 416 | Sterling Capital Management#416 · 34,611 sh | 34,611 | $620.6K | — | -5.5% |
| 417 | BENJAMIN EDWARDS#417 · 33,853 sh | 33,853 | $607.0K | <0.01% | +68.5% |
| 418 | COFG Advisors#418 · 33,591 sh | 33,591 | $602.3K | 0.10% | -4.7% |
| 419 | Voleon Capital Management#419 · 33,551 sh | 33,551 | $601.6K | 0.01% | -88.0% |
| 420 | WEALTHSPAN PARTNERS#420 · 33,327 sh | 33,327 | $597.6K | 0.19% | +13.2% |
| 421 | Independent Advisor Alliance#421 · 33,113 sh | 33,113 | $593.7K | 0.01% | -8.1% |
| 422 | Farther Finance Advisors#422 · 32,596 sh | 32,596 | $584.6K | — | +21.7% |
| 423 | UMB Bank, n.a.#423 · 32,587 sh | 32,587 | $584.3K | <0.01% | -0.2% |
| 424 | MSH Capital Advisors#424 · 31,794 sh | 31,794 | $570.1K | 0.10% | New |
| 425 | 111 Capital#425 · 31,652 sh | 31,652 | $567.5K | 0.10% | +83.6% |
| 426 | PRAXIS INVESTMENT MANAGEMENT#426 · 31,464 sh | 31,464 | $564.0K | 0.03% | -19.2% |
| 427 | AE Wealth Management#427 · 31,024 sh | 31,024 | $556.3K | <0.01% | +22.7% |
| 428 | UniSuper Management Pty Ltd#428 · 30,910 sh | 30,910 | $554.2K | — | +40.5% |
| 429 | World Investment Advisors#429 · 34,630 sh | 34,630 | $553.7K | <0.01% | -18.2% |
| 430 | B. Metzler seel. Sohn & AG#430 · 30,713 sh | 30,713 | $550.7K | <0.01% | 0.0% |
| 431 | Callan Family Office#431 · 30,675 sh | 30,675 | $550.0K | 0.01% | +7.3% |
| 432 | Kingsview Wealth Management#432 · 30,651 sh | 30,651 | $549.6K | <0.01% | +143.1% |
| 433 | Trueblood Wealth Management#433 · 30,520 sh | 30,520 | $547.2K | — | +116.6% |
| 434 | Simplicity Wealth#434 · 30,310 sh | 30,310 | $543.5K | — | -61.2% |
| 435 | NVWM#435 · 30,027 sh | 30,027 | $538.4K | — | +7.5% |
| 436 | Aptus Capital Advisors#436 · 30,008 sh | 30,008 | $538.0K | <0.01% | -7.3% |
| 437 | DIKER MANAGEMENT#437 · 30,000 sh | 30,000 | $538.0K | 0.41% | New |
| 438 | Machina Capital S.A.S.#438 · 29,897 sh | 29,897 | $536.1K | 0.08% | New |
| 439 | THOROUGHBRED FINANCIAL SERVICES#439 · 29,940 sh | 29,940 | $536.0K | 0.03% | -27.1% |
| 440 | NorthRock Partners#440 · 29,881 sh | 29,881 | $535.8K | <0.01% | +30.2% |
| 441 | E. Ohman J:or Asset Management AB#441 · 29,677 sh | 29,677 | $532.1K | — | 0.0% |
| 442 | Avidian Wealth Solutions#442 · 29,426 sh | 29,426 | $527.6K | — | New |
| 443 | WILEY BROS.-AINTREE CAPITAL#443 · 29,300 sh | 29,300 | $525.3K | <0.01% | -5.9% |
| 444 | Sienna Gestion#444 · 28,358 sh | 28,358 | $521.6K | 0.03% | New |
| 445 | Avanza Fonder AB#445 · 28,995 sh | 28,995 | $519.9K | — | 0.0% |
| 446 | Rydar Equities#446 · 30,021 sh | 30,021 | $518.9K | — | +59.2% |
| 447 | Sequoia Financial Advisors#447 · 28,811 sh | 28,811 | $516.6K | <0.01% | -1.6% |
| 448 | CAPITAL ADVISORS#448 · 28,324 sh | 28,324 | $507.8K | <0.01% | +2.2% |
| 449 | McGuire Investment Group#449 · 28,318 sh | 28,318 | $507.7K | — | -21.6% |
| 450 | MACQUARIE GROUP LTD#450 · 28,014 sh | 28,014 | $502.3K | <0.01% | -5.0% |
| 451 | Capital Markets Trading UK LLP#451 · 27,684 sh | 27,684 | $496.0K | <0.01% | -32.3% |
| 452 | INSIGNEO ADVISORY SERVICES#452 · 27,559 sh | 27,559 | $494.1K | 0.02% | New |
| 453 | Index Technologies Group#453 · 27,227 sh | 27,227 | $488.2K | 0.39% | -19.0% |
| 454 | Allianz Asset Management GmbH#454 · 30,567 sh | 30,567 | $485.8K | <0.01% | -19.0% |
| 455 | Wealthcare Advisory Partners#455 · 27,011 sh | 27,011 | $484.3K | — | +17.4% |
| 456 | Hexagon Capital Partners#456 · 26,984 sh | 26,984 | $483.8K | 0.07% | +3.5% |
| 457 | Freestone Capital#457 · 26,878 sh | 26,878 | $481.9K | 0.01% | -10.7% |
| 458 | MetLife Investment Management#458 · 26,470 sh | 26,470 | $474.6K | <0.01% | -3.3% |
| 459 | Archford Capital Strategies#459 · 26,450 sh | 26,450 | $474.2K | — | +0.2% |
| 460 | Wedmont Private Capital#460 · 25,195 sh | 25,195 | $473.2K | — | +14.2% |
| 461 | CORRECT CAPITAL WEALTH MANAGEMENT#461 · 26,374 sh | 26,374 | $472.9K | 0.08% | +5.8% |
| 462 | Meeder Advisory Services#462 · 26,367 sh | 26,367 | $472.8K | 0.02% | -19.9% |
| 463 | SUMITOMO LIFE INSURANCE#463 · 26,329 sh | 26,329 | $472.1K | <0.01% | -49.7% |
| 464 | Diversified#464 · 26,317 sh | 26,317 | $471.9K | <0.01% | -21.9% |
| 465 | Spartan Wealth Advisory Services#465 · 26,252 sh | 26,252 | $470.7K | 0.04% | +19.7% |
| 466 | Blue Chip Partners#466 · 26,071 sh | 26,071 | $467.5K | 0.03% | New |
| 467 | OneDigital Investment Advisors#467 · 26,015 sh | 26,015 | $466.5K | <0.01% | +5.0% |
| 468 | Gladstone Institutional Advisory#468 · 25,957 sh | 25,957 | $465.4K | 0.01% | +24.6% |
| 469 | Stratos Wealth Advisors#469 · 25,436 sh | 25,436 | $456.1K | 0.03% | +5.5% |
| 470 | GREAT VALLEY ADVISOR GROUP#470 · 25,276 sh | 25,276 | $453.0K | <0.01% | +13.8% |
| 471 | Mayflower Financial Advisors#471 · 24,790 sh | 24,790 | $444.5K | 0.04% | -15.1% |
| 472 | Laurion Capital Management#472 · 24,760 sh | 24,760 | $443.9K | 0.01% | -55.1% |
| 473 | Perpetual Ltd#473 · 24,670 sh | 24,670 | $442.3K | — | +1.8% |
| 474 | DECISION INVESTMENTS#474 · 24,240 sh | 24,240 | $434.6K | — | +20.8% |
| 475 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#475 · 24,230 sh | 24,230 | $434.4K | <0.01% | New |
| 476 | KENNEDY INVESTMENT GROUP#476 · 24,166 sh | 24,166 | $433.3K | — | 0.0% |
| 477 | J.W. COLE ADVISORS#477 · 23,912 sh | 23,912 | $428.7K | <0.01% | +3.6% |
| 478 | Pine Valley Investments Ltd Liability#478 · 23,819 sh | 23,819 | $427.1K | 0.02% | +0.9% |
| 479 | Ashton Thomas Private Wealth#479 · 23,756 sh | 23,756 | $425.9K | <0.01% | +24.2% |
| 480 | FIRST ADVISORS#480 · 23,675 sh | 23,675 | $424.5K | <0.01% | -97.9% |
| 481 | FOX RUN MANAGEMENT, L.L.C.#481 · 23,410 sh | 23,410 | $419.7K | 0.07% | New |
| 482 | MANCHESTER FINANCIAL#482 · 23,371 sh | 23,371 | $419.0K | — | 0.0% |
| 483 | Lewis Asset Management#483 · 23,000 sh | 23,000 | $412.4K | — | New |
| 484 | MAINSTAY CAPITAL MANAGEMENT#484 · 22,961 sh | 22,961 | $411.7K | 0.03% | -2.9% |
| 485 | FOUNDERS FINANCIAL SECURITIES#485 · 22,511 sh | 22,511 | $403.6K | 0.02% | +4.8% |
| 486 | Brevan Howard Capital Management#486 · 22,417 sh | 22,417 | $401.9K | <0.01% | -81.2% |
| 487 | StoneX Group#487 · 24,081 sh | 24,081 | $401.6K | 0.02% | +32.2% |
| 488 | HARBOR CAPITAL ADVISORS#488 · 22,283 sh | 22,283 | $400.0K | — | +0.2% |
| 489 | NewEdge Wealth#489 · 22,154 sh | 22,154 | $397.2K | <0.01% | New |
| 490 | Mediolanum International Funds Ltd#490 · 21,824 sh | 21,824 | $397.0K | <0.01% | -80.9% |
| 491 | Vestcor#491 · 22,100 sh | 22,100 | $396.0K | <0.01% | 0.0% |
| 492 | Jaffetilchin Investment Partners#492 · 22,079 sh | 22,079 | $395.9K | 0.02% | +47.1% |
| 493 | Financial Partners Group#493 · 21,860 sh | 21,860 | $392.0K | — | -31.9% |
| 494 | KEYBANK NATIONAL ASSOCIATION#494 · 21,837 sh | 21,837 | $391.5K | <0.01% | -2.6% |
| 495 | Assenagon Asset Management S.A.#495 · 21,834 sh | 21,834 | $391.5K | — | New |
| 496 | MGO ONE SEVEN#496 · 21,781 sh | 21,781 | $390.5K | <0.01% | +3.6% |
| 497 | Bleakley Financial Group#497 · 21,502 sh | 21,502 | $385.5K | <0.01% | +16.8% |
| 498 | Erste Asset Management GmbH#498 · 21,064 sh | 21,064 | $383.2K | <0.01% | New |
| 499 | one8zero8#499 · 21,350 sh | 21,350 | $382.8K | 0.08% | 0.0% |
| 500 | Calamos Wealth Management#500 · 21,339 sh | 21,339 | $382.6K | 0.01% | 0.0% |
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.