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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
13,345
shares
|
$388,206
0.0% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
13,260
shares
|
$385,733
0.01% of portfolio
|
Q4 2024
Added 402.27%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,254
shares
|
$385,558
0.08% of portfolio
|
Q2 2022
Added 11.17%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
13,240
shares
|
$385,151
0.36% of portfolio
|
Q2 2023
Reduced 80.26%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
13,233
shares
|
$384,947
17.11% of portfolio
|
Q3 2022
Reduced 28.28%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
13,200
shares
|
$383,988
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
13,190
shares
|
$383,697
0.13% of portfolio
|
Q4 2025
Reduced 23.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
13,089
shares
|
$380,759
0.03% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
13,065
shares
|
$380,060
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
13,047
shares
|
$379,537
0.26% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
13,000
shares
|
$378,170
0.02% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
12,952
shares
|
$376,773
0.1% of portfolio
|
Q4 2023
Reduced 19.22%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
12,720
shares
|
$370,024
0.02% of portfolio
|
Q4 2024
Added 209.56%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
12,676
shares
|
$368,744
0.0% of portfolio
|
Q3 2025
Added 38.47%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
12,645
shares
|
$367,843
0.05% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
12,620
shares
|
$367,115
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
12,615
shares
|
$366,970
0.01% of portfolio
|
Q4 2024
Added 394.9%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
12,560
shares
|
$365,370
0.04% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,489
shares
|
$363,305
0.09% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
12,311
shares
|
$358,126
0.12% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
12,302
shares
|
$357,865
0.26% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
12,266
shares
|
$356,817
0.01% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,226
shares
|
$355,654
0.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
12,096
shares
|
$351,872
0.06% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
12,093
shares
|
$351,785
0.17% of portfolio
|
Q3 2025
Added 2.47%
|
|