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 |
|---|---|---|---|---|---|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
8,385
shares
|
$211,050
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
8,350
shares
|
$210,169
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
8,300
shares
|
$208,911
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
8,243
shares
|
$207,476
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
8,158
shares
|
$205,336
0.06% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
8,112
shares
|
$204,179
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,082
shares
|
$203,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
8,074
shares
|
$203,222
0.05% of portfolio
|
Q2 2022
Reduced 18.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,067
shares
|
$203,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
8,000
shares
|
$201,360
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
7,789
shares
|
$196,049
0.02% of portfolio
|
Q1 2025
Reduced 38.45%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
7,776
shares
|
$195,721
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
7,775
shares
|
$195,696
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,677
shares
|
$193,230
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,500
shares
|
$188,775
0.76% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,334
shares
|
$184,596
0.07% of portfolio
|
Q3 2022
Reduced 8.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
7,290
shares
|
$183,489
0.01% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,125
shares
|
$179,336
0.38% of portfolio
|
Q1 2022
Added 1.28%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
7,075
shares
|
$178,077
0.02% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Ronit Capital LLP
|
Nov 04, 2022 Q3 2022 |
7,000
shares
|
$176,190
0.6% of portfolio
|
Q3 2022
Added 40.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7,000
shares
|
$176,190
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
7,000
shares
|
$176,190
0.11% of portfolio
|
Q1 2025
Reduced 75.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
6,950
shares
|
$174,931
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
6,932
shares
|
$174,478
0.0% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
6,813
shares
|
$171,483
0.02% of portfolio
|
Q2 2025
Added 1.49%
|