SOFI — Sofi Technologies Inc Institutional Holders · Q3 2026

Name: Who Owns SOFI? 35 Institutions Hold $17.4M (Q3 2026)
Creator: ko.io

Who owns Sofi Technologies Inc (SOFI)? 35 institutions reported holding $17.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mn Services Vermogensbeheer B.V. ($5.8M), Mfg Wealth Management, Inc. ($3.0M), Venture Visionary Partners LLC ($2.0M).

Rank	Institution	Value	Shares	Change
1	Mn Services Vermogensbeheer B.V.	$5.8M	371,600	Hold
2	MFG WEALTH MANAGEMENT, INC.	$3.0M	190,476	Trimmed
3	Venture Visionary Partners LLC	$2.0M	129,361	Added
4	Capital Advisors Wealth Management, LLC	$1.8M	113,257	Added
5	RHODES INVESTMENT ADVISORS INC /ADV	$805,902	51,266	Trimmed
6	Valeo Financial Advisors, LLC	$589,469	37,498	Added
7	Farther Finance Advisors, LLC	$529,075	33,656	Added
8	Avidian Wealth Enterprises, LLC	$471,590	29,999	Added
9	Wedmont Private Capital	$432,085	27,680	Added
10	WoodTrust Financial Corp	$390,000	24,800	Added
11	DECISION INVESTMENTS, INC	$381,053	24,240	Hold
12	GAMMA Investing LLC	$325,970	20,736	Added
13	BAKER TILLY WEALTH MANAGEMENT, LLC	$322,889	20,540	Added
14	Rosenberg Matthew Hamilton	$172,008	10,942	Added
15	CoreCap Advisors, LLC	$131,639	8,374	Trimmed
16	GK Wealth Management LLC	$87,139	8,140	New
17	MassMutual Private Wealth & Trust, FSB	$35,339	2,248	Added
18	Grove Bank & Trust	$19,084	1,214	Hold
19	CX Institutional	$19,000	1,197	Trimmed
20	Versant Capital Management, Inc	$17,449	1,110	Added
21	Bank of New Hampshire	$15,720	1,000	Hold
22	VALLEY WEALTH MANAGERS, INC.	$15,138	963	Hold
23	Bangor Savings Bank	$7,153	455	Added
24	TOTH FINANCIAL ADVISORY CORP	$5,502	350	Trimmed
25	ELEVATION WEALTH PARTNERS, LLC	$4,135	263	Added

Source: SEC Form 13F filings · as of 2026-09-30