Sony Group Corp
SONY- Exchange
- NYSE
- Industry
- Household Audio & Video Equipment
- SEC CIK
- 0000313838
In the last 90 days, Sony Group Corp insiders filed 0 open-market purchases and 9 sales; 743 institutions reported holding it in 13F filings for Q2 2026, worth $9.52B in total; Markel Group is the only superinvestor holding it.
Other share classesSNEJF
13F holders, Q3 2023
Institutional positions in Sony Group Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 617
- −9 vs. Q2 2023
- Shares held
- 95.7M
- −3.33M (−3.4%) vs. Q2 2023
- Total value
- $7.89B
- −$1.03B (−11.5%) vs. Q2 2023
- New holders
- 57
- 224 more added
- Sold out
- 66
- 201 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SONY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 743 | $9.52B |
| Q1 2026 | 739 | $9.60B |
| Q4 2025 | 822 | $11.7B |
| Q3 2025 | 788 | $13.2B |
| Q2 2025 | 758 | $11.8B |
| Q1 2025 | 749 | $11.9B |
| Q4 2024 | 721 | $9.81B |
| Q3 2024 | 660 | $8.89B |
| Q2 2024 | 652 | $7.66B |
| Q1 2024 | 650 | $7.75B |
| Q4 2023 | 657 | $9.16B |
| Q3 2023 | 617 | $7.89B |
| Q2 2023 | 631 | $8.93B |
| Q1 2023 | 608 | $8.90B |
| Q4 2022 | 580 | $7.24B |
| Q3 2022 | 532 | $6.15B |
| Q2 2022 | 583 | $7.64B |
| Q1 2022 | 607 | $10.3B |
| Q4 2021 | 635 | $12.5B |
| Q3 2021 | 572 | $10.8B |
| Q2 2021 | 550 | $9.36B |
| Q1 2021 | 548 | $10.0B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Sony Group Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Five Oceans Advisors | 6,155 | $507.2K | 0.33% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,172 | $508.6K | 0.08% | +20.0% | Added |
| BSW Wealth Partners | 6,230 | $513.4K | 0.11% | +746+13.6% | Added |
| Ninety One North America, Inc. | 6,260 | $515.9K | 0.03% | +6,260 | New |
| Williams Jones Wealth Management, LLC. | 6,271 | $516.8K | 0.01% | −20.0% | Reduced |
| Angeles Investment Advisors, LLC | 6,289 | $518.3K | 0.04% | +6,289 | New |
| Park Place Capital Corp | 6,433 | $530.1K | 0.16% | −34−0.5% | Reduced |
| GWM Advisors LLC | 6,474 | $533.6K | 0.01% | +142+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 6,577 | $542.0K | 0.01% | −141−2.1% | Reduced |
| Fosun International Ltd | 6,580 | $542.3K | 0.09% | +6,580 | New |
| First Foundation Advisors | 6,604 | $544.2K | 0.03% | −541−7.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,671 | $549.8K | 0.05% | −77−1.1% | Reduced |
| Advisory Resource Group | 6,680 | $550.5K | 0.15% | +412+6.6% | Added |
| HBK Sorce Advisory LLC | 6,683 | $550.7K | 0.02% | +20+0.3% | Added |
| Nuveen Asset Management, LLC | 6,909 | $569.4K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,920 | $570.3K | 0.02% | +1,053+17.9% | Added |
| Procyon Private Wealth Partners, LLC | 6,939 | $571.8K | 0.06% | +3,458+99.3% | Added |
| David Loasby | 6,995 | $572.3K | 0.06% | +223+3.3% | Added |
| Advisory Services Network, LLC | 6,955 | $573.2K | 0.02% | +10+0.1% | Added |
| Toronto Dominion Bank | 7,019 | $578.4K | 0.00% | +1,053+17.7% | Added |
| Riverwater Partners LLC | 7,045 | $580.6K | 0.53% | −345−4.7% | Reduced |
| Hancock Whitney Corp | 7,105 | $585.5K | 0.02% | +196+2.8% | Added |
| Baker Tilly Wealth Management, LLC | 7,146 | $588.9K | 0.10% | −6,657−48.2% | Reduced |
| Evergreen Capital Management LLC | 7,364 | $606.9K | 0.03% | −382−4.9% | Reduced |
| We Are One Seven, LLC | 7,418 | $611.3K | 0.05% | −1,111−13.0% | Reduced |
| EP Wealth Advisors, LLC | 7,423 | $611.7K | 0.01% | +7,423 | New |
| Charles Carroll Financial Partners, LLC | 7,500 | $618.1K | 0.77% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,584 | $625.0K | 0.01% | +206+2.8% | Added |
| Independent Advisor Alliance | 7,586 | $625.2K | 0.03% | −1,298−14.6% | Reduced |
| Johnson Investment Counsel Inc | 7,641 | $629.7K | 0.01% | −20.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,688 | $633.5K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 7,788 | $643.0K | 0.12% | +259+3.4% | Added |
| Marex Group plc | 7,976 | $657.3K | 0.09% | +4,068+104.1% | Added |
| Mission Wealth Management, LP | 8,051 | $663.4K | 0.03% | −98−1.2% | Reduced |
| Dynamic Advisor Solutions LLC | 8,056 | $663.9K | 0.03% | +2,753+51.9% | Added |
| Blue Square Asset Management, LLC | 8,150 | $671.6K | 0.49% | +8,150 | New |
| Advisors Asset Management, Inc. | 8,241 | $679.1K | 0.01% | −843−9.3% | Reduced |
| Schechter Investment Advisors, LLC | 8,244 | $679.4K | 0.07% | −456−5.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,529 | $702.8K | 0.00% | +8,529 | New |
| Confluence Investment Management LLC | 8,531 | $703.0K | 0.01% | +16+0.2% | Added |
| Cetera Investment Advisers | 8,541 | $703.8K | 0.01% | +505+6.3% | Added |
| Arden Trust Co | 8,780 | $723.6K | 0.12% | −4,192−32.3% | Reduced |
| KCS Wealth Advisory | 8,874 | $731.3K | 0.31% | +537+6.4% | Added |
| Walleye Capital LLC | 8,911 | $734.4K | 0.01% | +8,911 | New |
| Voya Investment Management LLC | 9,000 | $741.7K | 0.00% | +3,390+60.4% | Added |
| Pacific Global Investment Management CO | 9,153 | $754.3K | 0.17% | +13+0.1% | Added |
| Susquehanna International Group, LLP | 9,236 | $761.1K | 0.00% | +9,236 | New |
| Clarius Group, LLC | 9,325 | $768.5K | 0.07% | +1,013+12.2% | Added |
| Snowden Capital Advisors LLC | 9,604 | $791.5K | 0.03% | −481−4.8% | Reduced |
| Brown Advisory Inc | 9,742 | $802.8K | 0.00% | +426+4.6% | Added |
| FDx Advisors, Inc. | 9,815 | $809.0K | 0.07% | −8,363−46.0% | Reduced |
| Connectus Wealth, LLC | 9,856 | $814.1K | 0.02% | +9,856 | New |
| Absher Wealth Management, LLC | 9,921 | $817.6K | 0.14% | −1,274−11.4% | Reduced |
| Raymond James Trust N.A. | 10,027 | $826.3K | 0.02% | +50+0.5% | Added |
| National Asset Management, Inc. | 10,347 | $852.7K | 0.02% | +2,876+38.5% | Added |
| Whittier Trust Co | 10,484 | $863.9K | 0.02% | +449+4.5% | Added |
| XY Capital Ltd | 10,625 | $875.6K | 0.80% | +10,625 | New |
| Vise Technologies, Inc. | 10,822 | $891.8K | 0.22% | −3,734−25.7% | Reduced |
| Marks Group Wealth Management, Inc | 10,895 | $897.9K | 0.11% | −26−0.2% | Reduced |
| S&CO Inc | 11,000 | $906.0K | 0.07% | 00.0% | Unchanged |
| Grassi Investment Management | 11,100 | $915.0K | 0.11% | −500−4.3% | Reduced |
| TD Private Client Wealth LLC | 11,216 | $924.3K | 0.04% | +334+3.1% | Added |
| Fifth Third Bancorp | 11,284 | $929.9K | 0.00% | −514−4.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 11,380 | $937.7K | 0.04% | +11,380 | New |
| Guggenheim Capital LLC | 11,485 | $946.5K | 0.01% | +318+2.8% | Added |
| Intrust Bank NA | 11,574 | $953.8K | 0.12% | −114−1.0% | Reduced |
| Lake Street Advisors Group, LLC | 11,687 | $963.0K | 0.06% | +52+0.4% | Added |
| Pacer Advisors, Inc. | 11,730 | $966.7K | 0.00% | +922+8.5% | Added |
| Boston Private Wealth LLC | 11,899 | $980.6K | 0.02% | −1,107−8.5% | Reduced |
| Pinpoint Asset Management Ltd | 12,000 | $988.9K | 0.23% | +12,000 | New |
| Blair William & Co | 12,026 | $991.1K | 0.00% | +2,438+25.4% | Added |
| Moors & Cabot, Inc. | 12,033 | $991.6K | 0.07% | −1,542−11.4% | Reduced |
| Penserra Capital Management LLC | 12,046 | $992.0K | 0.02% | +5,921+96.7% | Added |
| Capital Wealth Planning, LLC | 12,046 | $992.7K | 0.01% | +5,921+96.7% | Added |
| Quadrant Capital Group LLC | 12,096 | $996.8K | 0.10% | −1,054−8.0% | Reduced |
| Bourgeon Capital Management LLC | 12,123 | $999.1K | 0.23% | +4,123+51.5% | Added |
| Americana Partners, LLC | 12,173 | $1.00M | 0.11% | +1,396+13.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 12,165 | $1.00M | 0.16% | −30−0.2% | Reduced |
| Wealth Alliance | 12,171 | $1.00M | 0.16% | −987−7.5% | Reduced |
| DFPG Investments, LLC | 12,492 | $1.02M | 0.09% | −3,315−21.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,535 | $1.03M | 0.09% | +1,048+9.1% | Added |
| BTC Capital Management, Inc. | 12,554 | $1.03M | 0.12% | +54+0.4% | Added |
| FORA Capital, LLC | 12,745 | $1.05M | 0.09% | +3,838+43.1% | Added |
| Levin Capital Strategies, L.P. | 13,052 | $1.08M | 0.13% | −2,400−15.5% | Reduced |
| Victory Capital Management Inc | 13,053 | $1.08M | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,131 | $1.08M | 0.02% | +4,243+47.7% | Added |
| Credential Qtrade Securities Inc. | 13,179 | $1.09M | 0.07% | +980+8.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,350 | $1.10M | 0.05% | +13,350 | New |
| Eqis Capital Management, Inc. | 13,908 | $1.15M | 0.14% | −3,311−19.2% | Reduced |
| Penbrook Management LLC | 14,000 | $1.15M | 0.85% | 00.0% | Unchanged |
| Bray Capital Advisors | 14,085 | $1.16M | 0.35% | −1,523−9.8% | Reduced |
| Qtron Investments LLC | 14,158 | $1.17M | 0.22% | +1,443+11.3% | Added |
| Calamos Advisors LLC | 14,787 | $1.22M | 0.01% | −68−0.5% | Reduced |
| Marietta Investment Partners LLC | 14,960 | $1.23M | 0.35% | −1,110−6.9% | Reduced |
| Barden Capital Management, Inc. | 15,114 | $1.24M | 1.21% | +1,446+10.6% | Added |
| Northwestern Mutual Wealth Management Co | 15,147 | $1.25M | 0.00% | +4,042+36.4% | Added |
| Sequoia Financial Advisors, LLC | 15,531 | $1.28M | 0.02% | +52+0.3% | Added |
| Hantz Financial Services, Inc. | 15,655 | $1.29M | 0.03% | +1,421+10.0% | Added |
| First Trust Advisors LP | 15,764 | $1.30M | 0.00% | −36,248−69.7% | Reduced |
| Hanson & Doremus Investment Management | 15,782 | $1.30M | 0.27% | −60−0.4% | Reduced |