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 841 institutions that hold shares in the stock, with a total of 456 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
42,653
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,653
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 464.34%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
42,115
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
41,772
shares
|
$1.05 Million
0.26% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
41,393
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
41,005
shares
|
$1.03 Million
0.21% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
40,814
shares
|
$1.03 Million
0.55% of portfolio
|
Q4 2024
Added 503.67%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
40,629
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
40,306
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
39,923
shares
|
$1 Million
0.48% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
39,518
shares
|
$994,668
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
39,315
shares
|
$989,558
0.2% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
39,280
shares
|
$988,677
0.83% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
38,508
shares
|
$969,246
0.51% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
38,425
shares
|
$967,157
0.06% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
38,060
shares
|
$957,970
0.02% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
37,929
shares
|
$954,672
0.02% of portfolio
|
Q1 2025
Added 33.15%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
37,771
shares
|
$950,696
0.48% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
37,659
shares
|
$947,877
0.0% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
37,413
shares
|
$941,685
0.02% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
36,604
shares
|
$921,322
0.38% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
36,334
shares
|
$914,526
0.09% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
36,134
shares
|
$909,492
0.18% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
35,765
shares
|
$900,205
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
35,617
shares
|
$896,479
0.0% of portfolio
|
Q1 2025
Added 1773.59%
|