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, Q4 2023
Institutional positions in Sony Group Corp as of Dec 31, 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
- 657
- +51 vs. Q3 2023
- Shares held
- 96.8M
- +1.16M (+1.2%) vs. Q3 2023
- Total value
- $9.16B
- +$1.28B (+16.3%) vs. Q3 2023
- New holders
- 105
- 235 more added
- Sold out
- 54
- 199 more reduced
11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sony Group Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bear Mountain Capital, Inc. | 150 | $14.7K | 0.01% | +150 | New |
| Hazlett, Burt & Watson, Inc. | 161 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 165 | $15.6K | 0.00% | +165 | New |
| Coppell Advisory Solutions LLC | 166 | $15.7K | 0.00% | −84−33.6% | Reduced |
| Central Trust Co | 172 | $16.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 189 | $17.9K | 0.00% | −203−51.8% | Reduced |
| Federated Hermes, Inc. | 194 | $18.4K | 0.00% | −8−4.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 203 | $19.3K | 0.01% | −30−12.9% | Reduced |
| Harbor Investment Advisory, LLC | 204 | $19.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 205 | $19.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 209 | $19.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 216 | $20.5K | 0.00% | +182+535.3% | Added |
| Banque Cantonale Vaudoise | 224 | $21.0K | 0.00% | −15−6.3% | Reduced |
| Silicon Valley Capital Partners | 231 | $21.8K | 0.00% | +1+0.4% | Added |
| FinTrust Capital Advisors, LLC | 248 | $23.5K | 0.00% | +140+129.6% | Added |
| Avalon Trust Co | 250 | $23.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 256 | $24.2K | 0.00% | +22+9.4% | Added |
| Tower Research Capital LLC (TRC) | 275 | $26.0K | 0.00% | −1,567−85.1% | Reduced |
| CVA Family Office, LLC | 285 | $27.0K | 0.01% | +285 | New |
| Planning Capital Management Corp | 288 | $27.3K | 0.02% | +288 | New |
| Paradigm Asset Management Co LLC | 300 | $28.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 304 | $28.8K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $29.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 312 | $29.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 331 | $31.3K | 0.02% | +331 | New |
| Pacific Capital Wealth Advisors, Inc | 362 | $34.3K | 0.01% | +362 | New |
| Harbour Investments, Inc. | 368 | $34.8K | 0.00% | +47+14.6% | Added |
| EntryPoint Capital, LLC | 369 | $34.9K | 0.03% | +369 | New |
| Pathway Financial Advisers, LLC | 374 | $35.4K | 0.01% | +1+0.3% | Added |
| Financial Management Professionals, Inc. | 378 | $36.0K | 0.01% | +11+3.0% | Added |
| Founders Capital Management | 401 | $38.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 414 | $39.2K | 0.01% | +414 | New |
| Ogorek Anthony Joseph | 479 | $45.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 500 | $47.0K | 0.00% | −32−6.0% | Reduced |
| Kelly Financial Services LLC | 500 | $47.3K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 512 | $48.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 544 | $51.5K | 0.00% | +108+24.8% | Added |
| Colonial Trust Co | 558 | $52.8K | 0.01% | +12+2.2% | Added |
| Hobbs Group Advisors, LLC | 580 | $54.9K | 0.02% | +580 | New |
| NBC Securities, Inc. | 586 | $55.0K | 0.01% | −35−5.6% | Reduced |
| Hexagon Capital Partners LLC | 621 | $58.8K | 0.01% | −45−6.8% | Reduced |
| Pin Oak Investment Advisors Inc | 624 | $59.0K | 0.06% | +252+67.7% | Added |
| Private Trust Co NA | 650 | $61.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 714 | $67.6K | 0.00% | −119−14.3% | Reduced |
| Huntington National Bank | 715 | $67.7K | 0.00% | −86−10.7% | Reduced |
| IFP Advisors, Inc | 734 | $69.5K | 0.00% | −338−31.5% | Reduced |
| SRS Capital Advisors, Inc. | 761 | $72.0K | 0.01% | +52+7.3% | Added |
| Zions Bancorporation, N.A. | 782 | $74.0K | 0.01% | −2−0.3% | Reduced |
| Brown Brothers Harriman & Co | 786 | $74.4K | 0.00% | +112+16.6% | Added |
| Castleview Partners, LLC | 803 | $76.0K | 0.05% | +803 | New |
| SYSTM Wealth Solutions LLC | 812 | $76.9K | 0.01% | +812 | New |
| Nemes Rush Group LLC | 837 | $79.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 939 | $88.9K | 0.01% | −648−40.8% | Reduced |
| Glassman Wealth Services | 951 | $90.0K | 0.01% | +102+12.0% | Added |
| Rothschild Investment LLC | 981 | $92.9K | 0.01% | +981 | New |
| JTC Employer Solutions Trusteee Ltd | 990 | $94.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,052 | $99.0K | 0.03% | −59−5.3% | Reduced |
| American National Bank | 1,053 | $99.7K | 0.02% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 1,100 | $104.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,138 | $105.4K | 0.00% | −1,572−58.0% | Reduced |
| Deutsche Bank AG | 1,118 | $105.9K | 0.00% | −92−7.6% | Reduced |
| Smartleaf Asset Management LLC | 1,194 | $113.0K | 0.03% | +1,194 | New |
| Spire Wealth Management | 1,150 | $113.9K | 0.00% | −167−12.7% | Reduced |
| Chesapeake Asset Management LLC | 1,233 | $116.8K | 0.10% | 00.0% | Unchanged |
| Cutler Group LP | 1,258 | $119.0K | 0.02% | +1,258 | New |
| Russell Investments Group, Ltd. | 1,297 | $122.9K | 0.00% | +673+107.9% | Added |
| Barometer Capital Management Inc. | 1,300 | $123.1K | 0.03% | +1,300 | New |
| Grove Bank & Trust | 1,343 | $127.2K | 0.02% | −3−0.2% | Reduced |
| Investors Research Corp | 1,364 | $129.2K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,415 | $134.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,474 | $139.6K | 0.00% | −424−22.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,516 | $143.6K | 0.01% | +408+36.8% | Added |
| Ronald Blue Trust, Inc. | 1,753 | $144.0K | 0.00% | +467+36.3% | Added |
| Bruce G. Allen Investments, LLC | 1,553 | $147.1K | 0.13% | +1,553 | New |
| Allworth Financial LP | 1,579 | $149.5K | 0.00% | +26+1.7% | Added |
| Rosenberg Matthew Hamilton | 1,683 | $159.4K | 0.05% | +43+2.6% | Added |
| Proequities, Inc. | 1,714 | $162.3K | 0.01% | −410−19.3% | Reduced |
| Global Retirement Partners, LLC | 1,721 | $168.9K | 0.01% | −29−1.7% | Reduced |
| Arlington Partners LLC | 1,930 | $182.8K | 0.05% | −54−2.7% | Reduced |
| Contravisory Investment Management, Inc. | 1,979 | $187.4K | 0.05% | +127+6.9% | Added |
| Arlington Trust Co LLC | 2,034 | $192.6K | 0.05% | +50+2.5% | Added |
| Addison Advisors LLC | 2,097 | $198.6K | 0.08% | +215+11.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,105 | $199.3K | 0.00% | +610+40.8% | Added |
| Avestar Capital, LLC | 2,126 | $201.3K | 0.02% | −465−17.9% | Reduced |
| RMR Wealth Builders | 2,136 | $202.2K | 0.03% | −379−15.1% | Reduced |
| IHT Wealth Management, LLC | 2,185 | $206.9K | 0.01% | +2,185 | New |
| Edge Wealth Management LLC | 2,200 | $208.3K | 0.05% | +2,200 | New |
| Norden Group LLC | 2,216 | $209.8K | 0.04% | −3,445−60.9% | Reduced |
| Berkshire Asset Management LLC | 2,225 | $210.7K | 0.01% | +2,225 | New |
| Beach Investment Counsel Inc | 2,225 | $211.0K | 0.03% | +2,225 | New |
| InterOcean Capital Group, LLC | 2,241 | $212.2K | 0.01% | +2,241 | New |
| Manchester Capital Management LLC | 2,255 | $213.5K | 0.03% | +368+19.5% | Added |
| Cynosure Management, LLC | 2,265 | $214.5K | 0.04% | +2,265 | New |
| Brookstone Capital Management | 2,278 | $215.7K | 0.00% | +2,278 | New |
| Drive Wealth Management, LLC | 2,280 | $215.9K | 0.07% | +2,280 | New |
| Penobscot Investment Management Company, Inc. | 2,301 | $217.9K | 0.03% | +2,301 | New |
| Avantax Advisory Services, Inc. | 2,310 | $218.7K | 0.00% | −383−14.2% | Reduced |
| Cottage Street Advisors LLC | 2,334 | $219.2K | 0.15% | +2,334 | New |
| 9258 Wealth Management, LLC | 2,329 | $220.5K | 0.04% | +2,329 | New |