SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | F&V Capital Management#601 · 13,000 sh | 13,000 | $233.0K | — | 0.0% |
| 602 | Axim Planning & Wealth#602 · 12,859 sh | 12,859 | $230.6K | 0.32% | +11.8% |
| 603 | NORDEN GROUP#603 · 12,830 sh | 12,830 | $230.1K | — | +17.0% |
| 604 | GLENMEDE NA#604 · 12,813 sh | 12,813 | $229.7K | <0.01% | +6.6% |
| 605 | L2 Asset Management#605 · 12,802 sh | 12,802 | $229.5K | 0.02% | -27.6% |
| 606 | PARK AVENUE SECURITIES#606 · 12,719 sh | 12,719 | $228.0K | — | -0.8% |
| 607 | COMMERCE BANK#607 · 12,560 sh | 12,560 | $225.2K | <0.01% | -14.0% |
| 608 | Millennium Capital Advisors#608 · 12,550 sh | 12,550 | $225.0K | — | 0.0% |
| 609 | TUCKER ASSET MANAGEMENT#609 · 12,527 sh | 12,527 | $224.6K | 0.06% | -20.9% |
| 610 | WELLINGTON MANAGEMENT GROUP LLP#610 · 12,492 sh | 12,492 | $224.0K | 0.00% | +13.2% |
| 611 | Delta Investment Management#611 · 12,469 sh | 12,469 | $223.6K | 0.04% | New |
| 612 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#612 · 12,469 sh | 12,469 | $223.6K | — | New |
| 613 | WoodTrust Financial#613 · 12,400 sh | 12,400 | $222.0K | — | 0.0% |
| 614 | Kercheville Advisors#614 · 12,290 sh | 12,290 | $220.4K | — | 0.0% |
| 615 | Worth Financial Advisory Group#615 · 12,275 sh | 12,275 | $220.1K | — | New |
| 616 | Global Assets Advisory#616 · 11,725 sh | 11,725 | $218.5K | 0.05% | +57.9% |
| 617 | BROWN ADVISORY#617 · 12,163 sh | 12,163 | $218.1K | <0.01% | New |
| 618 | CIGNA INVESTMENTS#618 · 12,171 sh | 12,171 | $218.0K | — | +6.4% |
| 619 | Clear Creek Financial Management#619 · 12,155 sh | 12,155 | $217.9K | 0.01% | New |
| 620 | Phoenix Financial Ltd.#620 · 12,115 sh | 12,115 | $216.6K | <0.01% | 0.0% |
| 621 | WEDBUSH SECURITIES#621 · 12,045 sh | 12,045 | $216.0K | — | New |
| 622 | PRINCIPAL FINANCIAL GROUP#622 · 12,027 sh | 12,027 | $215.6K | <0.01% | -66.0% |
| 623 | Dynasty Wealth Management#623 · 11,800 sh | 11,800 | $211.6K | <0.01% | -24.2% |
| 624 | Root Financial Partners#624 · 11,640 sh | 11,640 | $208.7K | — | -5.8% |
| 625 | Gilliland Jeter Wealth Management#625 · 11,500 sh | 11,500 | $206.2K | 0.05% | 0.0% |
| 626 | Quantitative Investment Management#626 · 11,511 sh | 11,511 | $206.0K | 0.02% | -98.5% |
| 627 | Fortis Capital Management#627 · 11,442 sh | 11,442 | $205.2K | 0.02% | +0.4% |
| 628 | Fearless Solutions, dba Best Invest#628 · 11,410 sh | 11,410 | $204.6K | — | New |
| 629 | M1 Capital Management#629 · 11,300 sh | 11,300 | $202.6K | 0.07% | -32.7% |
| 630 | Strategic Blueprint#630 · 11,241 sh | 11,241 | $201.6K | — | New |
| 631 | Meridian Wealth Management#631 · 11,124 sh | 11,124 | $199.5K | <0.01% | -34.7% |
| 632 | TRANSCEND WEALTH COLLECTIVE#632 · 11,109 sh | 11,109 | $199.2K | 0.01% | +4.4% |
| 633 | Nelson, Van Denburg & Campbell Wealth Management Group#633 · 11,090 sh | 11,090 | $198.8K | — | -30.6% |
| 634 | Bogart Wealth#634 · 11,084 sh | 11,084 | $198.7K | <0.01% | +0.3% |
| 635 | ETF Portfolio Partners#635 · 11,000 sh | 11,000 | $197.2K | — | +10.0% |
| 636 | Seelaus Asset Management#636 · 10,981 sh | 10,981 | $196.9K | — | New |
| 637 | SAGESPRING WEALTH PARTNERS#637 · 10,926 sh | 10,926 | $195.9K | — | -7.8% |
| 638 | Horizon Wealth Management#638 · 10,900 sh | 10,900 | $195.4K | 0.02% | 0.0% |
| 639 | BRIA Capital Group#639 · 10,892 sh | 10,892 | $195.3K | — | -77.4% |
| 640 | Rosenberg Matthew Hamilton#640 · 10,875 sh | 10,875 | $195.0K | — | +0.7% |
| 641 | ZACKS INVESTMENT MANAGEMENT#641 · 10,871 sh | 10,871 | $194.9K | <0.01% | -96.7% |
| 642 | Lodestone Wealth Management#642 · 10,831 sh | 10,831 | $194.2K | — | +87.5% |
| 643 | ALPS ADVISORS#643 · 10,806 sh | 10,806 | $193.8K | <0.01% | New |
| 644 | BOK Financial Private Wealth#644 · 10,765 sh | 10,765 | $193.0K | <0.01% | 0.0% |
| 645 | ADVISORS MANAGEMENT GROUP#645 · 10,815 sh | 10,815 | $193.0K | 0.03% | -12.7% |
| 646 | FIL Ltd#646 · 10,701 sh | 10,701 | $191.9K | <0.01% | +23.2% |
| 647 | Tamar Securities#647 · 10,698 sh | 10,698 | $191.8K | 0.02% | New |
| 648 | B. Riley Wealth Advisors#648 · 10,531 sh | 10,531 | $191.6K | — | -45.1% |
| 649 | Future Financial Wealth Managment#649 · 11,500 sh | 11,500 | $191.5K | — | 0.0% |
| 650 | Allspring Global Investments#650 · 10,294 sh | 10,294 | $189.8K | <0.01% | -8.3% |
| 651 | Chicago Partners Investment Group#651 · 11,386 sh | 11,386 | $189.6K | — | +5.8% |
| 652 | FUKOKU MUTUAL LIFE INSURANCE#652 · 10,511 sh | 10,511 | $188.5K | 0.01% | New |
| 653 | Ethic#653 · 10,510 sh | 10,510 | $188.4K | <0.01% | New |
| 654 | Harel Insurance Investments & Financial Services Ltd.#654 · 10,573 sh | 10,573 | $188.0K | <0.01% | +45.5% |
| 655 | SIGNATUREFD#655 · 10,446 sh | 10,446 | $187.3K | — | -11.7% |
| 656 | SMITH, MOORE#656 · 10,419 sh | 10,419 | $186.8K | 0.01% | New |
| 657 | WINTON GROUP Ltd#657 · 10,400 sh | 10,400 | $186.5K | <0.01% | New |
| 658 | United Advisor Group#658 · 10,384 sh | 10,384 | $186.2K | 0.02% | +2.4% |
| 659 | CoreCap Advisors#659 · 10,361 sh | 10,361 | $185.8K | — | -89.5% |
| 660 | Focus Partners Wealth#660 · 10,309 sh | 10,309 | $184.8K | <0.01% | -96.0% |
| 661 | Ancora Advisors#661 · 10,163 sh | 10,163 | $182.2K | <0.01% | +262.3% |
| 662 | Diligent Investors#662 · 10,027 sh | 10,027 | $179.8K | — | -9.1% |
| 663 | Baader Bank Aktiengesellschaft#663 · 10,000 sh | 10,000 | $179.3K | 0.01% | New |
| 664 | A&I FINANCIAL SERVICES#664 · 10,000 sh | 10,000 | $179.3K | — | 0.0% |
| 665 | Larson Financial Group#665 · 9,868 sh | 9,868 | $176.9K | <0.01% | -5.1% |
| 666 | Geneos Wealth Management#666 · 9,325 sh | 9,325 | $167.2K | <0.01% | +33.3% |
| 667 | Pinnacle Wealth Planning Services#667 · 9,252 sh | 9,252 | $165.9K | — | +0.2% |
| 668 | Cassaday & Wealth Management#668 · 9,000 sh | 9,000 | $161.4K | — | -1.0% |
| 669 | Abound Wealth Management#669 · 8,893 sh | 8,893 | $159.5K | — | 0.0% |
| 670 | AdvisorNet Financial#670 · 8,819 sh | 8,819 | $158.1K | — | -1.1% |
| 671 | SouthState Bank#671 · 8,465 sh | 8,465 | $151.8K | <0.01% | 0.0% |
| 672 | TOTH FINANCIAL ADVISORY#672 · 8,350 sh | 8,350 | $149.7K | — | 0.0% |
| 673 | Nemes Rush Group#673 · 8,280 sh | 8,280 | $148.5K | 0.01% | +8.0% |
| 674 | Global X Japan , Ltd.#674 · 7,963 sh | 7,963 | $142.8K | — | +37.1% |
| 675 | Volterra Technologies#675 · 7,908 sh | 7,908 | $141.8K | 0.02% | New |
| 676 | Tidemark#676 · 7,811 sh | 7,811 | $140.1K | 0.03% | +59.1% |
| 677 | Strive Financial Group#677 · 7,664 sh | 7,664 | $137.4K | 0.06% | -4.5% |
| 678 | PRIVATE NA#678 · 7,600 sh | 7,600 | $136.3K | — | -61.3% |
| 679 | NBC SECURITIES#679 · 7,527 sh | 7,527 | $135.0K | — | 0.0% |
| 680 | Penserra Capital Management#680 · 6,250 sh | 6,250 | $112.0K | <0.01% | +54.9% |
| 681 | Investment Research & Advisory Group#681 · 6,197 sh | 6,197 | $111.1K | — | +7.8% |
| 682 | Mirae Asset Global Investments , Ltd.#682 · 6,192 sh | 6,192 | $111.0K | <0.01% | +2.2% |
| 683 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#683 · 6,145 sh | 6,145 | $110.2K | 0.01% | 0.0% |
| 684 | SOA Wealth Advisors#684 · 6,069 sh | 6,069 | $108.8K | 0.02% | +11.7% |
| 685 | WOLFF WIESE MAGANA#685 · 6,000 sh | 6,000 | $107.6K | — | -9.1% |
| 686 | Livforsakringsbolaget Skandia, Omsesidigt#686 · 5,993 sh | 5,993 | $107.4K | — | 0.0% |
| 687 | Manchester Capital Management#687 · 5,628 sh | 5,628 | $100.9K | — | New |
| 688 | Orion Capital Management#688 · 5,400 sh | 5,400 | $96.8K | 0.03% | +10.2% |
| 689 | LOS ANGELES CAPITAL MANAGEMENT#689 · 5,331 sh | 5,331 | $95.6K | <0.01% | 0.0% |
| 690 | HUNTINGTON NATIONAL BANK#690 · 5,115 sh | 5,115 | $91.7K | <0.01% | +9.4% |
| 691 | Hilton Head Capital Partners#691 · 4,380 sh | 4,380 | $78.5K | — | +3.9% |
| 692 | DekaBank Deutsche Girozentrale#692 · 5,166 sh | 5,166 | $78.0K | — | 0.0% |
| 693 | Caitlin John#693 · 4,290 sh | 4,290 | $76.9K | 0.04% | +43.0% |
| 694 | WealthCollab#694 · 4,000 sh | 4,000 | $71.7K | 0.03% | 0.0% |
| 695 | Institute for Wealth Management#695 · 3,916 sh | 3,916 | $70.2K | <0.01% | New |
| 696 | ASSETMARK#696 · 3,892 sh | 3,892 | $69.8K | — | -18.7% |
| 697 | ACTION POINT FINANCIAL PLANNING#697 · 3,780 sh | 3,780 | $68.7K | <0.01% | New |
| 698 | Tower Research Capital (TRC)#698 · 3,715 sh | 3,715 | $66.6K | <0.01% | -87.9% |
| 699 | Smartleaf Asset Management#699 · 3,611 sh | 3,611 | $65.7K | <0.01% | 0.0% |
| 700 | Copia Wealth Management#700 · 3,637 sh | 3,637 | $65.2K | 0.04% | +7.2% |
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.