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 860 institutions that hold shares in the stock, with a total of 445 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
22
shares
|
$598
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20
shares
|
$543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
20
shares
|
$543
0.0% of portfolio
|
Q4 2024
Reduced 68.25%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
19
shares
|
$516
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14
shares
|
$380
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
10
shares
|
$271
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10
shares
|
$271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
10
shares
|
$271
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8
shares
|
$217
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
8
shares
|
$217
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$135
0.0% of portfolio
|
Q2 2022
Reduced 37.5%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
5
shares
|
$135
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
5
shares
|
$135
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|