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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,750
shares
|
$245,407
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
9,640
shares
|
$242,638
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
9,615
shares
|
$242,009
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,526
shares
|
$239,769
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
9,470
shares
|
$238,359
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
9,375
shares
|
$235,968
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,341
shares
|
$235,112
0.02% of portfolio
|
Q4 2023
Added 63.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
9,325
shares
|
$234,710
0.02% of portfolio
|
Q1 2025
Added 65.02%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
9,323
shares
|
$234,659
0.06% of portfolio
|
Q4 2024
Added 469.17%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
9,239
shares
|
$232,545
0.01% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,223
shares
|
$232,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,136
shares
|
$229,953
0.0% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,105
shares
|
$229,172
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
9,078
shares
|
$228,493
0.03% of portfolio
|
Q1 2025
Added 783.07%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
9,053
shares
|
$227,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,925
shares
|
$224,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
8,894
shares
|
$223,861
0.19% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
8,874
shares
|
$223,358
0.33% of portfolio
|
Q3 2023
Added 6.44%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
8,810
shares
|
$221,747
0.0% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,760
shares
|
$220,489
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
8,594
shares
|
$216,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
8,556
shares
|
$215,354
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,467
shares
|
$213,114
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,456
shares
|
$212,837
0.4% of portfolio
|
Q2 2024
Reduced 9.67%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
8,446
shares
|
$212,585
0.01% of portfolio
|
Q1 2025
New holding
|