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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
25
shares
|
$629
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
22
shares
|
$553
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
20
shares
|
$503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
20
shares
|
$503
0.0% of portfolio
|
Q4 2024
Reduced 68.25%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
19
shares
|
$478
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$352
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
10
shares
|
$251
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10
shares
|
$251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
10
shares
|
$251
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
10
shares
|
$251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8
shares
|
$201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
8
shares
|
$201
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
5
shares
|
$125
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
5
shares
|
$125
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$125
0.0% of portfolio
|
Q2 2022
Reduced 37.5%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
4
shares
|
$100
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|