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 869 institutions that hold shares in the stock, with a total of 449 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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
13,318
shares
|
$382,359
0.01% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
13,303
shares
|
$381,929
0.02% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
13,260
shares
|
$380,694
0.01% of portfolio
|
Q4 2024
Added 402.27%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,254
shares
|
$380,522
0.08% of portfolio
|
Q2 2022
Added 11.17%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
13,233
shares
|
$379,919
17.11% of portfolio
|
Q3 2022
Reduced 28.28%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
13,200
shares
|
$378,972
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
13,119
shares
|
$376,646
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
12,984
shares
|
$372,770
0.13% of portfolio
|
Q2 2025
Added 36.89%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
12,977
shares
|
$372,569
0.03% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
12,952
shares
|
$371,851
0.1% of portfolio
|
Q4 2023
Reduced 19.22%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
12,912
shares
|
$370,703
0.02% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
12,753
shares
|
$366,138
0.0% of portfolio
|
Q2 2025
Reduced 41.02%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
12,720
shares
|
$365,191
0.02% of portfolio
|
Q4 2024
Added 209.56%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
12,615
shares
|
$362,176
0.01% of portfolio
|
Q4 2024
Added 394.9%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
12,583
shares
|
$361,257
0.02% of portfolio
|
Q2 2025
Reduced 43.71%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,489
shares
|
$358,559
0.09% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
12,477
shares
|
$358,214
0.25% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
12,412
shares
|
$356,348
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,347
shares
|
$354,482
0.03% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,346
shares
|
$354,453
0.0% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
12,344
shares
|
$354,396
0.0% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
12,309
shares
|
$353,391
0.03% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,227
shares
|
$351,037
0.02% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
12,072
shares
|
$346,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
12,015
shares
|
$344,950
0.06% of portfolio
|
Q2 2025
Reduced 48.79%
|