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 907 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 |
|---|---|---|---|---|---|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
28,297
shares
|
$823,159
0.03% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
27,981
shares
|
$813,967
0.02% of portfolio
|
Q3 2025
Reduced 26.4%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
27,972
shares
|
$813,705
0.09% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
27,918
shares
|
$812,134
0.19% of portfolio
|
Q4 2022
Reduced 13.64%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
27,835
shares
|
$809,720
0.11% of portfolio
|
Q3 2025
Reduced 18.9%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
27,767
shares
|
$807,742
0.06% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
27,737
shares
|
$806,869
0.02% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
27,604
shares
|
$803,000
0.02% of portfolio
|
Q3 2024
Added 456.31%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
27,506
shares
|
$800,149
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Ovata Capital Management LTD
|
Nov 21, 2025 Q3 2025 |
27,000
shares
|
$785,430
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
26,896
shares
|
$782,404
0.58% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
26,847
shares
|
$780,979
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
26,077
shares
|
$758,579
0.01% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
26,000
shares
|
$756,340
0.1% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
25,927
shares
|
$754,216
0.11% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
25,925
shares
|
$754,158
0.2% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,889
shares
|
$753,111
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
25,545
shares
|
$743,104
0.02% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
25,513
shares
|
$742,173
0.02% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
25,487
shares
|
$741,416
0.27% of portfolio
|
Q3 2025
Reduced 20.23%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
25,373
shares
|
$738,100
0.03% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
25,262
shares
|
$734,871
0.14% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
25,125
shares
|
$730,886
0.5% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
25,082
shares
|
$729,635
0.0% of portfolio
|
Q3 2025
Added 37.23%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
24,966
shares
|
$726,260
0.05% of portfolio
|
Q3 2025
Reduced 0.23%
|
|