Who Owns SOFI (SFY)? -- Institutional Holders (2026-06-30)

69 institutions reported holding $329.3M of SOFI (SFY) in SEC 13F filings for 2026-06-30. Largest institutional holders: SOFI WEALTH, LLC ($271.9M), Advisors Capital Management, LLC ($9.8M), MUSTICO FINANCIAL GROUP, INC. ($9.6M), LPL Financial LLC ($5.3M), GOLDMAN SACHS GROUP INC ($4.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SOFI WEALTH, LLC$271.9M1.8MAdded
2Advisors Capital Management, LLC$9.8M65,564Added
3MUSTICO FINANCIAL GROUP, INC.$9.6M12,945Added
4LPL Financial LLC$5.3M35,330Trimmed
5GOLDMAN SACHS GROUP INC$4.5M30,338Trimmed
6Nova Wealth Management, Inc.$3.4M22,631Added
7Teamwork Financial Advisors, LLC$2.7M18,072Trimmed
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M15,800Added
9FLOW TRADERS U.S. LLC$2.2M15,002New
10WEDBUSH SECURITIES INC$1.9M12,435Added
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M12,193Trimmed
12Centric Wealth Management$1.3M8,988Hold
13FMR LLC$1.1M7,619Added
14CITADEL ADVISORS LLC$1.0M7,031Trimmed
15Bawa N Mallick Trust$988,5246,640Added
16ZEGA Investments, LLC$970,0376,516Added
17Pathway Financial Advisers, LLC$954,5936,412Added
18RAYMOND JAMES FINANCIAL INC$760,2795,107Added
19Concurrent Investment Advisors, LLC$713,3804,792Trimmed
20IEQ CAPITAL, LLC$662,1674,448New
21Joel Isaacson & Co., LLC$620,0444,165Hold
22Cetera Investment Advisers$486,1073,265Added
23CAHABA WEALTH MANAGEMENT, INC.$434,0742,916Added
24LJI Wealth Management, LLC$341,6572,295Hold
25NewEdge Advisors, LLC$321,2712,158Added

Source: SEC Form 13F filings · as of 2026-06-30