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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 5,020 | $475.3K | 0.19% | −1,413−22.0% | Reduced |
| Keel Point, LLC | 5,035 | $476.8K | 0.06% | +866+20.8% | Added |
| Lindbrook Capital, LLC | 5,091 | $482.1K | 0.05% | +618+13.8% | Added |
| Eagle Asset Management Inc | 5,100 | $482.9K | 0.00% | −180−3.4% | Reduced |
| Ovata Capital Management Ltd | 5,000 | $497.0K | 0.93% | +5,000 | New |
| Bessemer Group Inc | 5,277 | $500.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 5,315 | $503.3K | 0.10% | +5,315 | New |
| Key Financial Inc | 5,321 | $503.8K | 0.14% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 5,460 | $517.0K | 0.14% | +5,460 | New |
| Optas, LLC | 5,472 | $518.1K | 0.16% | +720+15.2% | Added |
| Prudential PLC | 5,550 | $525.5K | 0.01% | +5,550 | New |
| Personal Cfo Solutions, LLC | 5,581 | $528.5K | 0.09% | +1,073+23.8% | Added |
| First Foundation Advisors | 5,624 | $532.5K | 0.02% | −980−14.8% | Reduced |
| Voya Investment Management LLC | 5,640 | $534.1K | 0.00% | −3,360−37.3% | Reduced |
| Arete Wealth Advisors, LLC | 5,665 | $536.4K | 0.04% | −455−7.4% | Reduced |
| Flagship Harbor Advisors, LLC | 5,678 | $537.6K | 0.04% | −26−0.5% | Reduced |
| Schroder Investment Management Group | 5,729 | $542.5K | 0.00% | +1,249+27.9% | Added |
| Prospera Financial Services Inc | 5,733 | $542.9K | 0.02% | +1,815+46.3% | Added |
| Valeo Financial Advisors, LLC | 5,755 | $544.9K | 0.02% | −53−0.9% | Reduced |
| CIBC Asset Management Inc | 5,780 | $547.3K | 0.00% | −95−1.6% | Reduced |
| Private Advisor Group, LLC | 5,798 | $549.0K | 0.00% | −254−4.2% | Reduced |
| Angeles Investment Advisors, LLC | 5,819 | $551.0K | 0.03% | −470−7.5% | Reduced |
| Legacy Financial Advisors, Inc. | 5,868 | $555.7K | 0.11% | +1,682+40.2% | Added |
| Y.D. More Investments Ltd | 5,882 | $557.0K | 0.11% | 00.0% | Unchanged |
| DMG Group, LLC | 5,895 | $558.2K | 0.53% | +261+4.6% | Added |
| Clearstead Advisors, LLC | 5,914 | $560.0K | 0.03% | +227+4.0% | Added |
| Exchange Traded Concepts, LLC | 5,941 | $562.6K | 0.02% | +1,027+20.9% | Added |
| Ninety One North America, Inc. | 5,942 | $562.6K | 0.03% | −318−5.1% | Reduced |
| New England Research & Management, Inc. | 5,950 | $563.0K | 0.30% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,951 | $563.5K | 0.09% | +1,073+22.0% | Added |
| Federation des caisses Desjardins du Quebec | 5,954 | $563.8K | 0.01% | −623−9.5% | Reduced |
| BKM Wealth Management, LLC | 5,973 | $565.6K | 0.24% | +5,973 | New |
| Welch Group, LLC | 6,000 | $568.1K | 0.03% | +1,000+20.0% | Added |
| Regions Financial Corp | 6,010 | $569.1K | 0.00% | +6,010 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,172 | $584.4K | 0.09% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 6,186 | $585.8K | 0.33% | +53+0.9% | Added |
| Apollon Wealth Management, LLC | 6,194 | $586.5K | 0.02% | +3,024+95.4% | Added |
| PDS Planning, Inc | 6,231 | $590.0K | 0.07% | +138+2.3% | Added |
| Williams Jones Wealth Management, LLC. | 6,271 | $593.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,330 | $599.4K | 0.02% | +196+3.2% | Added |
| Five Oceans Advisors | 6,374 | $603.6K | 0.34% | +219+3.6% | Added |
| Cetera Investment Advisers | 6,405 | $606.5K | 0.00% | −2,136−25.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,512 | $616.6K | 0.05% | −159−2.4% | Reduced |
| David Loasby | 6,854 | $625.2K | 0.07% | −141−2.0% | Reduced |
| HBK Sorce Advisory LLC | 6,665 | $631.1K | 0.02% | −18−0.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,743 | $638.5K | 0.10% | −403−5.6% | Reduced |
| National Asset Management, Inc. | 6,814 | $645.2K | 0.02% | −3,533−34.1% | Reduced |
| Susquehanna International Group Ltd. | 6,875 | $651.0K | 0.15% | +6,875 | New |
| Advisors Asset Management, Inc. | 6,923 | $655.5K | 0.01% | −1,318−16.0% | Reduced |
| Independent Advisor Alliance | 6,940 | $657.2K | 0.02% | −646−8.5% | Reduced |
| Advisory Services Network, LLC | 6,991 | $662.0K | 0.02% | +36+0.5% | Added |
| Riverwater Partners LLC | 7,045 | $667.1K | 0.53% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7,046 | $667.2K | 0.00% | +27+0.4% | Added |
| MAI Capital Management | 7,112 | $673.4K | 0.01% | +1,019+16.7% | Added |
| Atomi Financial Group, Inc. | 7,166 | $678.5K | 0.09% | +7,166 | New |
| Bleakley Financial Group, LLC | 7,178 | $679.7K | 0.02% | +1,450+25.3% | Added |
| Advisory Resource Group | 7,203 | $682.1K | 0.17% | +523+7.8% | Added |
| Arden Trust Co | 7,298 | $691.0K | 0.10% | −1,482−16.9% | Reduced |
| We Are One Seven, LLC | 7,381 | $698.9K | 0.04% | −37−0.5% | Reduced |
| EP Wealth Advisors, LLC | 7,466 | $707.0K | 0.01% | +43+0.6% | Added |
| Charles Carroll Financial Partners, LLC | 7,500 | $710.2K | 0.76% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 7,558 | $715.7K | 0.00% | +649+9.4% | Added |
| Insigneo Advisory Services, LLC | 7,568 | $716.6K | 0.10% | +2,989+65.3% | Added |
| Kestra Private Wealth Services, LLC | 7,623 | $721.8K | 0.02% | +703+10.2% | Added |
| BNP Paribas Arbitrage, SA | 7,637 | $723.1K | 0.00% | −13,949−64.6% | Reduced |
| Hancock Whitney Corp | 7,654 | $724.8K | 0.03% | +549+7.7% | Added |
| Portside Wealth Group, LLC | 7,721 | $731.1K | 0.14% | −67−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,809 | $739.4K | 0.06% | +870+12.5% | Added |
| Evergreen Capital Management LLC | 7,830 | $741.4K | 0.03% | +466+6.3% | Added |
| Dynamic Advisor Solutions LLC | 8,244 | $752.0K | 0.03% | +188+2.3% | Added |
| Johnson Investment Counsel Inc | 8,084 | $765.5K | 0.01% | +443+5.8% | Added |
| Confluence Investment Management LLC | 8,109 | $767.8K | 0.01% | −422−4.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 8,146 | $771.0K | 0.27% | +8,146 | New |
| V-Square Quantitative Management LLC | 8,292 | $785.2K | 0.19% | +8,292 | New |
| GWM Advisors LLC | 8,142 | $786.4K | 0.01% | +1,668+25.8% | Added |
| Pacific Global Investment Management CO | 8,337 | $789.4K | 0.16% | −816−8.9% | Reduced |
| Mission Wealth Management, LP | 8,490 | $803.9K | 0.03% | +439+5.5% | Added |
| Schechter Investment Advisors, LLC | 8,741 | $827.7K | 0.07% | +497+6.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,790 | $832.3K | 0.08% | +8,790 | New |
| Absher Wealth Management, LLC | 8,955 | $848.0K | 0.13% | −966−9.7% | Reduced |
| Ballentine Partners, LLC | 9,077 | $859.5K | 0.02% | +1,493+19.7% | Added |
| Vise Technologies, Inc. | 9,109 | $862.5K | 0.19% | −1,713−15.8% | Reduced |
| Snowden Capital Advisors LLC | 9,187 | $869.9K | 0.03% | −417−4.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,340 | $884.4K | 0.08% | +9,340 | New |
| Sawtooth Solutions, LLC | 9,341 | $884.5K | 0.02% | +3,613+63.1% | Added |
| Two Sigma Securities, LLC | 9,354 | $885.7K | 0.04% | +9,354 | New |
| Clarius Group, LLC | 9,375 | $887.7K | 0.07% | +50+0.5% | Added |
| TD Private Client Wealth LLC | 9,466 | $896.3K | 0.03% | −1,750−15.6% | Reduced |
| Raymond James Trust N.A. | 9,552 | $904.5K | 0.02% | −475−4.7% | Reduced |
| Everpar Advisors LLC | 9,574 | $906.6K | 0.42% | +9,574 | New |
| Oxford Asset Management LLP | 9,600 | $909.0K | 1.37% | +9,600 | New |
| Brown Advisory Inc | 9,637 | $912.5K | 0.00% | −105−1.1% | Reduced |
| Heritage Wealth Management, LLC | 9,682 | $916.8K | 0.50% | +9,682 | New |
| Guggenheim Capital LLC | 9,734 | $921.7K | 0.01% | −1,751−15.2% | Reduced |
| Connectus Wealth, LLC | 9,751 | $926.0K | 0.02% | −105−1.1% | Reduced |
| SageView Advisory Group, LLC | 9,569 | $932.0K | 0.04% | +9,569 | New |
| Grassi Investment Management | 9,900 | $937.0K | 0.10% | −1,200−10.8% | Reduced |
| Glenmede Trust Co NA | 9,911 | $938.5K | 0.00% | +4,397+79.7% | Added |
| Nomura Holdings Inc | 10,000 | $946.9K | 0.01% | −123,250−92.5% | Reduced |
| FDx Advisors, Inc. | 9,998 | $947.0K | 0.07% | +183+1.9% | Added |