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Get Institutions for : 
SoFi Technologies, Inc (SOFI)  
$7.87 0.28 (3.69%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 540    11
Total shares held : 
 373,896,851  
% of shares held : 
 47.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   81  
Amount of shares held : 
 27,907,371  
% of shares held change : 
   3.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $7.84  
Last Quarter's Ending Price : 
 $9.95  
Last Quarter's Average Price : 
 $7.95  
Change from last quarter's     
avg. price to the last closing  : 
0.08 (1.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
57
 15,214,801
 4.07%
 
Increased Positions :
214
 40,161,770
 10.74%
 
Unchanged Positions :
125
 42,773,728
 11.44%
 
Decreased Positions :
144
-21,059,789
-5.63%
 
Closed Positions :
46
-6,409,411
-1.71%
 
Guru Positions :
1
185,001
 0.05%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 700 - 2023-12-31 81,459,986 $810,527,000 5,057,233
   STATE STREET CORP 973 - 2023-12-31 16,177,719 $160,968,000 1,207,204
   GEODE CAPITAL MANAGEMENT LLC 659 - 2023-12-31 14,973,043 $149,006,000 708,226
   ARK Investment Management LLC 31 - 2024-03-31 16,223,199 $118,429,000 14,252,457
   MORGAN STANLEY 1109 - 2023-12-31 10,772,437 $107,186,000 1,957,692
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 367 - 2024-03-31 10,767,302 $78,601,000 6,870,610
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 908 - 2023-12-31 5,493,410 $54,659,000 199,949
   MILLENNIUM MANAGEMENT LLC 458 - 2023-12-31 5,417,102 $53,900,000 4,690,435
   CITADEL ADVISORS LLC 492 - 2023-12-31 4,551,005 $45,283,000 3,929,414
   NORTHERN TRUST CORP 1074 - 2023-12-31 4,544,641 $45,219,000 172,855
   NIKKO ASSET MANAGEMENT AMERICAS, INC. 52 - 2023-12-31 3,896,692 $38,733,000 2,755,197
   Patient Capital Management LLC 25 - 2023-12-31 3,776,542 $37,577,000 48,004
   JANE STREET GROUP LLC 398 - 2023-12-31 2,861,996 $28,477,000 1,594,161
   WELLS FARGO & CO/MN 903 - 2023-12-31 2,854,098 $28,398,000 493,707
   CREDIT SUISSE/ 554 - 2023-12-31 2,842,532 $28,283,000 164,880
   Quadrature Capital LTD 44 - 2023-12-31 2,471,921 $24,571,000 2,471,921
   ROYAL BANK OF CANADA 1104 - 2023-12-31 2,103,740 $20,933,000 117,629
   CAPITAL FUND MANAGEMENT S.A. 158 - 2023-12-31 1,475,062 $14,677,000 1,475,062
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 862 - 2023-12-31 1,343,664 $13,369,000 20,455
   MIZUHO MARKETS AMERICAS LLC 34 - 2023-12-31 1,240,698 $12,345,000 677,000
   RHUMBLINE ADVISERS 1039 - 2023-12-31 1,037,328 $10,321,000 17,541
   LPL FINANCIAL CORP 1261 - 2023-12-31 988,931 $9,840,000 84,870
   BARCLAYS PLC 1107 - 2023-12-31 895,948 $8,917,000 609,436
   LEGAL & GENERAL GROUP PLC 1227 - 2023-12-31 850,246 $8,460,000 27,887
   TWO SIGMA SECURITIES LLC 46 - 2023-12-31 838,535 $8,343,000 355,645
   MML INVESTORS SERVICES LLC 462 - 2023-12-31 762,580 $7,588,000 46,438
   Moors & Cabot Inc. 46 - 2023-12-31 692,981 $6,895,000 48,281
   Schonfeld Strategic Advisors LLC 422 - 2023-12-31 623,101 $6,200,000 594,791
   HPM Partners LLC - 2023-12-31 546,565 $5,438,000 546,565
   GTS SECURITIES LLC 163 - 2023-12-31 529,744 $5,271,000 106,012
   WALLEYE TRADING LLC 213 - 2023-12-31 501,604 $4,991,000 386,207
   PRICE T ROWE ASSOCIATES INC /MD/ 1208 - 2023-12-31 497,910 $4,955,000 19,522
   TUDOR INVESTMENT CORP ET AL 426 - 2023-12-31 480,927 $4,785,000 480,927
   Point72 Middle East FZE 92 - 2023-12-31 450,534 $4,483,000 291,697
   Baltimore-Washington Financial Advisors Inc. 74 - 2023-12-31 448,415 $4,462,000 58,317
   Y-Intercept (Hong Kong) Ltd 24 - 2023-12-31 444,095 $4,419,000 444,095
   Treasurer of the State of North Carolina 613 - 2023-12-31 426,796 $4,247,000 23,917
   NATIXIS 301 - 2023-12-31 393,961 $3,920,000 367,635
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 753 - 2023-12-31 390,767 $3,888,000 17,096
   ALLIANCEBERNSTEIN L.P. 1601 - 2023-12-31 388,066 $3,861,000 18,813
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 51 - 2024-03-31 517,902 $3,781,000 12,910
   AlphaStar Capital Management LLC 40 - 2023-12-31 377,890 $3,760,000 107,260
   EP WEALTH ADVISORS, INC. 192 - 2023-12-31 377,022 $3,751,000 1,508
   TOWNSQUARE CAPITAL LLC 286 - 2023-12-31 369,757 $3,679,000 5,195
   IMCCHICAGO, LLC 79 - 2024-03-31 494,640 $3,611,000 494,640
   AXA 602 - 2023-12-31 350,000 $3,483,000 130,000
   Once Capital Management LLC 16 - 2023-12-31 350,000 $3,483,000 25,200
   ANDERSON HOAGLAND & CO 75 - 2024-03-31 445,977 $3,372,000 44,976
   Atria Wealth Solutions Inc. 435 - 2023-12-31 329,237 $3,276,000 22,963
   BOOTHBAY FUND MANAGEMENT LLC 259 - 2023-12-31 320,457 $3,189,000 300,367
   OLD SECOND NATIONAL BANK OF AURORA 35 - 2023-12-31 318,367 $3,168,000 55,607
   Ensign Peak Advisors Inc 749 - 2023-12-31 312,170 $3,106,000 92,900
   Goss Wealth Management LLC 492 - 2023-12-31 330,104 $3,076,000 5,709
   Vontobel Holding Ltd. 412 - 2023-12-31 306,019 $3,045,000 79,104
   RAYMOND JAMES & ASSOCIATES 1909 - 2024-03-31 404,662 $2,954,000 105,012
   Jump Financial LLC 250 - 2023-12-31 292,392 $2,909,000 292,392
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 688 - 2023-12-31 347,405 $2,887,000 332,124
   DFPG INVESTMENTS INC. 119 - 2023-12-31 321,940 $2,675,000 24,937
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 848 - 2024-03-31 360,902 $2,635,000 249,352
   Triumph Capital Management 20 - 2024-03-31 362,385 $2,616,000 72,142
   STATE OF WISCONSIN INVESTMENT BOARD 1191 - 2023-12-31 245,021 $2,438,000 8,251
   AMERICAN CENTURY COMPANIES INC 1717 - 2023-12-31 228,088 $2,269,000 12,382
   AMERIPRISE FINANCIAL INC 2736 - 2023-12-31 226,332 $2,252,000 29,434
   OPPENHEIMER & CO INC 487 - 2023-12-31 205,105 $2,041,000 12,867
   DEUTSCHE BANK AG 1625 - 2023-12-31 201,931 $2,009,000 161,382
   Private Advisor Group LLC 784 - 2023-12-31 191,823 $1,909,000 101,710
   Summit Trail Advisors LLC 135 - 2024-03-31 259,916 $1,897,000 16,847
   LEUCADIA NATIONAL CORP -- Notable Guru -- 421 - 2023-12-31 185,001 $1,841,000 184,750
   MANUFACTURERES LIFE INSURANCE CO 1483 - 2023-12-31 181,911 $1,810,000 3,291
   We Are One Seven LLC 217 - 2023-12-31 179,150 $1,783,000 2,383
   ALGERT COLDIRON INVESTORS LLC 467 - 2023-12-31 168,550 $1,677,000 29,000
   UTAH RETIREMENT SYSTEMS 622 - 2023-12-31 159,400 $1,586,000 1,700
   Handelsbanken Fonder AB 623 - 2023-12-31 156,800 $1,560,000 22,900
   REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC 79 - 2023-12-31 147,808 $1,471,000 123,234
   Steward Partners Investment Advisory LLC 604 - 2023-12-31 142,534 $1,418,000 113,100
   Well Done LLC 56 - 2024-03-31 183,918 $1,343,000 11,065
   FIRETHORN WEALTH PARTNERS LLC 30 - 2024-03-31 171,979 $1,255,000 20,763
   VICTORY CAPITAL MANAGEMENT INC 1597 - 2023-12-31 119,488 $1,189,000 23,436
   VERITION FUND MANAGEGMENT LLC 718 - 2023-12-31 117,969 $1,174,000 48,671
   ING INVESTMENT MANAGEMENT LLC 1459 - 2023-12-31 116,899 $1,163,000 617
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 918 - 2023-12-31 116,647 $1,161,000 3,218
   JANNEY MONTGOMERY SCOTT LLC 1369 - 2023-12-31 113,040 $1,125,000 27,750
   AQR CAPITAL MANAGEMENT LLC 1576 - 2023-12-31 107,483 $1,069,000 107,483
   Beacon Pointe Advisors LLC 645 - 2023-12-31 104,123 $1,036,000 30,646
   WOLVERINE TRADING LLC 429 - 2023-12-31 101,867 $1,014,000 101,867
   PATHSTONE FAMILY OFFICE, LLC 718 - 2023-09-30 126,930 $975,000 29,301
   PROSPERA FINANCIAL SERVICES 484 - 2023-12-31 95,031 $946,000 1,117
   Kovack Advisors Inc. 152 - 2024-03-31 125,315 $915,000 7,502
   Deschutes Portfolio Strategy LLC 70 - 2023-12-31 88,885 $884,000 5,765
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1538 - 2023-12-31 89,038 $879,000 6,778
   HighPoint Advisor Group LLC 240 - 2023-12-31 116,570 $868,000 54,035
   H D Vest Advisory Services 789 - 2023-12-31 81,758 $813,000 14,929
   Y.D. More Investments Ltd 84 - 2023-12-31 80,807 $804,000 18,600
   DAVIDSON D A & CO 779 - 2023-12-31 80,172 $798,000 8,518
   PICTET ASSET MANAGEMENT SA 1047 - 2023-06-30 94,904 $791,000 19,816
   Equitable Holdings Inc. 642 - 2023-12-31 76,498 $761,000 44,725
   Capital Advisors Wealth Management LLC 65 - 2024-03-31 102,513 $748,000 3,150
   HAP TRADING, LLC 90 - 2023-12-31 72,847 $725,000 5,814
   JAFFETILCHIN INVESTMENT PARTNERS LLC 175 - 2023-12-31 71,960 $716,000 21,706
   Kestra Advisory Services LLC 1306 - 2023-12-31 70,926 $706,000 12,676
  100 Records found
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