Institutional Ownership Sony Group Corp (SONY)
This table provides information about the institutional ownership of Sony Group Corp (SONY). We have compiled data on the 900 institutions that hold shares in the stock, with a total of 445 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
37,555
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
37,151
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
37,131
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2025
Added 4.79%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
36,936
shares
|
$1.07 Million
0.39% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
36,650
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
36,461
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
36,017
shares
|
$1.05 Million
0.42% of portfolio
|
Q4 2025
Reduced 7.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
35,757
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
35,586
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
35,479
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
35,089
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
34,999
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 12, 2025 Q3 2025 |
34,425
shares
|
$1 Million
0.19% of portfolio
|
Q3 2025
Reduced 19.8%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
34,423
shares
|
$1 Million
0.07% of portfolio
|
Q4 2025
Added 8.05%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
34,228
shares
|
$995,692
0.23% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
33,792
shares
|
$983,009
0.0% of portfolio
|
Q4 2025
Reduced 29.47%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,730
shares
|
$981,205
0.11% of portfolio
|
Q3 2023
Reduced 1.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
33,393
shares
|
$971,402
0.01% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
32,640
shares
|
$949,497
0.06% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
32,495
shares
|
$945,279
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Farley Capital L.P.
New York, NY |
Nov 12, 2025 Q3 2025 |
32,350
shares
|
$941,061
0.7% of portfolio
|
Q2 2025
Added 39.14%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
32,219
shares
|
$937,250
0.02% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
32,094
shares
|
$933,614
0.04% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
31,800
shares
|
$925,062
0.2% of portfolio
|
Q3 2025
Reduced 28.22%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
31,469
shares
|
$915,433
0.05% of portfolio
|
Q3 2025
Added 120.22%
|
|