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 |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
8,350
shares
|
$239,728
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
8,300
shares
|
$238,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
8,240
shares
|
$236,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
8,222
shares
|
$236,053
0.06% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,214
shares
|
$235,823
0.16% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
8,175
shares
|
$234,704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
8,112
shares
|
$232,895
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
8,074
shares
|
$231,804
0.05% of portfolio
|
Q2 2022
Reduced 18.76%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
8,066
shares
|
$231,574
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
7,981
shares
|
$229,134
0.0% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
7,943
shares
|
$228,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
7,923
shares
|
$227,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
7,921
shares
|
$227,411
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,826
shares
|
$224,684
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
7,790
shares
|
$223,650
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
7,775
shares
|
$223,220
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,677
shares
|
$220,406
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,500
shares
|
$215,325
0.76% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,334
shares
|
$210,559
0.07% of portfolio
|
Q3 2022
Reduced 8.34%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
7,287
shares
|
$209,209
0.0% of portfolio
|
Q2 2025
Added 36.03%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,125
shares
|
$204,558
0.38% of portfolio
|
Q1 2022
Added 1.28%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
7,075
shares
|
$203,123
0.01% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Ronit Capital LLP
|
Nov 04, 2022 Q3 2022 |
7,000
shares
|
$200,970
0.6% of portfolio
|
Q3 2022
Added 40.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
6,932
shares
|
$199,017
0.0% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
6,813
shares
|
$195,601
0.02% of portfolio
|
Q2 2025
Added 1.49%
|