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 |
|---|---|---|---|---|---|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
118,437
shares
|
$3.45 Million
0.83% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
117,148
shares
|
$3.41 Million
0.08% of portfolio
|
Q3 2025
Added 22.3%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
116,706
shares
|
$3.39 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
115,797
shares
|
$3.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
115,400
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2025
Added 86.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
112,686
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
110,118
shares
|
$3.2 Million
0.18% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
109,957
shares
|
$3.2 Million
0.1% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
109,125
shares
|
$3.17 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
105,184
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
104,903
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Ravenswood Partners LP
Mclean, VA |
Nov 13, 2025 Q3 2025 |
103,663
shares
|
$3.02 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
103,062
shares
|
$3 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
100,000
shares
|
$2.91 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
100,000
shares
|
$2.91 Million
0.31% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
99,447
shares
|
$2.89 Million
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
97,890
shares
|
$2.85 Million
0.2% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
95,773
shares
|
$2.79 Million
0.65% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
94,467
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
93,401
shares
|
$2.72 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Aperture Investors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
92,804
shares
|
$2.7 Million
0.43% of portfolio
|
Q3 2025
Reduced 62.07%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
92,733
shares
|
$2.7 Million
0.17% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 28, 2025 Q3 2025 |
92,432
shares
|
$2.69 Million
1.63% of portfolio
|
Q3 2025
Added 111.03%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
91,525
shares
|
$2.66 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
88,898
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2025
Added 40.81%
|
|