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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 312 | $25.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 304 | $25.1K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 290 | $24.0K | 0.06% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 290 | $23.9K | 0.01% | +8+2.8% | Added |
| Avalon Trust Co | 250 | $20.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 239 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 234 | $19.4K | 0.00% | +215+1,131.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 233 | $19.3K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 250 | $19.1K | 0.01% | +84+50.6% | Added |
| Silicon Valley Capital Partners | 230 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 214 | $17.6K | 0.00% | −47−18.0% | Reduced |
| Raffa Wealth Management, LLC | 209 | $17.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 205 | $16.9K | 0.00% | +2+1.0% | Added |
| Harbor Investment Advisory, LLC | 204 | $16.8K | 0.00% | −1,026−83.4% | Reduced |
| Federated Hermes, Inc. | 202 | $16.6K | 0.00% | +36+21.7% | Added |
| GPS Wealth Strategies Group, LLC | 180 | $14.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 172 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 165 | $13.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 161 | $13.3K | 0.00% | +17+11.8% | Added |
| Hazlett, Burt & Watson, Inc. | 161 | $13.0K | 0.01% | +89+123.6% | Added |
| Adirondack Trust Co | 155 | $12.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $12.4K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 149 | $12.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 145 | $11.9K | 0.00% | −585−80.1% | Reduced |
| Fairfield Financial Advisors, LTD | 140 | $11.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 140 | $11.5K | 0.00% | +140 | New |
| McIlrath & Eck, LLC | 134 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 134 | $11.0K | 0.00% | +102+318.8% | Added |
| GW&K Investment Management, LLC | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $10.3K | 0.00% | −11−8.1% | Reduced |
| Front Row Advisors LLC | 123 | $10.1K | 0.00% | −1−0.8% | Reduced |
| Institutional & Family Asset Management, LLC | 122 | $10.1K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 132 | $10.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 118 | $9.72K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 115 | $9.48K | 0.00% | −95−45.2% | Reduced |
| Prestige Wealth Management Group LLC | 115 | $9.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 111 | $9.15K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 110 | $9.06K | 0.00% | +110 | New |
| FinTrust Capital Advisors, LLC | 108 | $8.90K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 101 | $8.32K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $8.24K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $8.24K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 98 | $8.08K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 97 | $7.99K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 90 | $7.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 90 | $7.35K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $6.82K | 0.00% | −13−13.7% | Reduced |
| CNB Bank | 80 | $6.59K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 80 | $6.59K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 72 | $5.93K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 70 | $5.77K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 69 | $5.69K | 0.00% | −106−60.6% | Reduced |
| Montag A & Associates Inc | 62 | $5.11K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $4.70K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 55 | $4.53K | 0.00% | +55 | New |
| Glen Eagle Advisors, LLC | 52 | $4.30K | 0.00% | −1−1.9% | Reduced |
| Tompkins Financial Corp | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.04K | 0.00% | – | – |
| HighMark Wealth Management LLC | 48 | $3.97K | 0.00% | −4−7.7% | Reduced |
| Annapolis Financial Services, LLC | 48 | $3.96K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 47 | $3.87K | 0.00% | +27+135.0% | Added |
| ORG Partners LLC | 44 | $3.63K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $3.30K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 38 | $3.13K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 37 | $3.05K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 34 | $2.80K | 0.00% | +34 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $2.80K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $2.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $2.64K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $2.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $2.39K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $2.39K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 28 | $2.32K | 0.00% | −1,407−98.0% | Reduced |
| Venturi Wealth Management, LLC | 27 | $2.23K | 0.00% | +27 | New |
| Perkins Coie Trust Co | 27 | $2.22K | 0.00% | +27 | New |
| Sanctuary Wealth Management, L.L.C. | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 19 | $2.00K | 0.00% | +19 | New |
| Evermay Wealth Management LLC | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $1.98K | 0.00% | +24 | New |
| Motco | 21 | $1.73K | 0.00% | −14−40.0% | Reduced |
| Financial Perspectives, Inc | 21 | $1.73K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 21 | $1.73K | 0.00% | +21 | New |
| Sittner & Nelson, LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.57K | 0.00% | −90−82.6% | Reduced |
| Abound Wealth Management | 19 | $1.57K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 17 | $1.40K | 0.00% | +17 | New |
| Twin Tree Management, LP | 16 | $1.32K | 0.00% | −26,822−99.9% | Reduced |
| Godsey & Gibb Associates | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |