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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 3,584 | $339.4K | 0.05% | −865−19.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,566 | $337.6K | 0.14% | +36+1.0% | Added |
| Searle & Co. | 3,460 | $327.6K | 0.09% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,429 | $324.6K | 0.04% | +11+0.3% | Added |
| Farther Finance Advisors, LLC | 3,407 | $322.6K | 0.02% | +3,193+1,492.1% | Added |
| Integrated Advisors Network LLC | 3,394 | $321.4K | 0.02% | +194+6.1% | Added |
| Icon Wealth Advisors, LLC | 3,388 | $320.8K | 0.03% | +3,388 | New |
| Moreno Evelyn V | 3,358 | $318.0K | 0.15% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,408 | $318.0K | 0.06% | −124−3.5% | Reduced |
| FirstPurpose Wealth LLC | 3,299 | $312.4K | 0.12% | +141+4.5% | Added |
| Lincoln National Corp | 3,263 | $308.9K | 0.01% | −1,069−24.7% | Reduced |
| Delta Financial Advisors LLC | 3,260 | $308.7K | 0.13% | −380−10.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,227 | $306.0K | 0.01% | +3,227 | New |
| Hollencrest Capital Management | 3,212 | $304.1K | 0.03% | +71+2.3% | Added |
| Financial Advocates Investment Management | 3,192 | $302.2K | 0.02% | +212+7.1% | Added |
| Gallacher Capital Management LLC | 3,192 | $302.2K | 0.17% | −23−0.7% | Reduced |
| Cetera Trust Company, N.A | 3,140 | $297.3K | 0.19% | +3,140 | New |
| Coldstream Capital Management Inc | 3,137 | $297.0K | 0.01% | +3,137 | New |
| Sivia Capital Partners, LLC | 3,109 | $294.4K | 0.22% | +3,109 | New |
| Dearborn Partners LLC | 3,063 | $290.0K | 0.01% | −750−19.7% | Reduced |
| Old National Bancorp | 3,062 | $289.9K | 0.01% | −3,057−50.0% | Reduced |
| Narwhal Capital Management | 3,000 | $284.1K | 0.03% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,996 | $283.7K | 0.01% | +447+17.5% | Added |
| Chiron Capital Management, LLC | 2,900 | $274.6K | 0.24% | −200−6.5% | Reduced |
| Harrington Investments, INC | 2,889 | $273.6K | 0.17% | 00.0% | Unchanged |
| Axq Capital, LP | 2,882 | $272.9K | 0.07% | −518−15.2% | Reduced |
| Anchor Investment Management, LLC | 2,875 | $272.2K | 0.03% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,871 | $271.9K | 0.02% | +163+6.0% | Added |
| Resonant Capital Advisors, LLC | 2,848 | $269.7K | 0.03% | −1,132−28.4% | Reduced |
| Renasant Bank | 2,847 | $269.6K | 0.21% | −118−4.0% | Reduced |
| Callan Capital, LLC | 2,764 | $261.7K | 0.02% | +2,764 | New |
| Peapack Gladstone Financial Corp | 2,752 | $261.0K | 0.00% | +2,752 | New |
| Financial Counselors Inc | 2,722 | $257.7K | 0.00% | +161+6.3% | Added |
| PEAK6 Investments LLC | 2,711 | $256.7K | 0.01% | +2,711 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,700 | $256.0K | 0.12% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,702 | $255.9K | 0.14% | +2,702 | New |
| Portland Global Advisors LLC | 2,646 | $250.6K | 0.04% | +2,646 | New |
| Boston Financial Mangement LLC | 2,640 | $250.0K | 0.01% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,632 | $249.2K | 0.13% | +2,632 | New |
| Barclays PLC | 2,587 | $245.0K | 0.00% | −3,503−57.5% | Reduced |
| OneAscent Financial Services LLC | 2,580 | $244.0K | 0.03% | +98+3.9% | Added |
| Strategic Investment Advisors | 2,509 | $237.6K | 0.03% | −2−0.1% | Reduced |
| Fiera Capital Corp | 2,498 | $236.5K | 0.00% | −1,517−37.8% | Reduced |
| Perigon Wealth Management, LLC | 2,487 | $235.5K | 0.01% | +2,487 | New |
| Capital Investment Advisory Services, LLC | 2,476 | $234.5K | 0.02% | +2,476 | New |
| Rehmann Capital Advisory Group | 2,462 | $233.2K | 0.02% | +2,462 | New |
| Itau Unibanco Holding S.A. | 2,454 | $232.4K | 0.01% | +328+15.4% | Added |
| Wedbush Securities Inc | 2,453 | $232.0K | 0.01% | −190−7.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,440 | $231.5K | 0.00% | +2,440 | New |
| Axxcess Wealth Management, LLC | 2,443 | $231.3K | 0.01% | +2,443 | New |
| Balentine LLC | 2,426 | $229.8K | 0.01% | −676−21.8% | Reduced |
| Sage Mountain Advisors LLC | 2,416 | $228.8K | 0.03% | +2,416 | New |
| Stratos Wealth Advisors, LLC | 2,411 | $228.4K | 0.01% | +2,411 | New |
| HighPoint Advisor Group LLC | 2,607 | $224.0K | 0.02% | +2,607 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,359 | $223.4K | 0.01% | −1,003−29.8% | Reduced |
| DekaBank Deutsche Girozentrale | 2,380 | $221.0K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,329 | $220.5K | 0.04% | +2,329 | New |
| Cottage Street Advisors LLC | 2,334 | $219.2K | 0.15% | +2,334 | New |
| Avantax Advisory Services, Inc. | 2,310 | $218.7K | 0.00% | −383−14.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,301 | $217.9K | 0.03% | +2,301 | New |
| Drive Wealth Management, LLC | 2,280 | $215.9K | 0.07% | +2,280 | New |
| Brookstone Capital Management | 2,278 | $215.7K | 0.00% | +2,278 | New |
| Cynosure Management, LLC | 2,265 | $214.5K | 0.04% | +2,265 | New |
| Manchester Capital Management LLC | 2,255 | $213.5K | 0.03% | +368+19.5% | Added |
| InterOcean Capital Group, LLC | 2,241 | $212.2K | 0.01% | +2,241 | New |
| Beach Investment Counsel Inc | 2,225 | $211.0K | 0.03% | +2,225 | New |
| Berkshire Asset Management LLC | 2,225 | $210.7K | 0.01% | +2,225 | New |
| Norden Group LLC | 2,216 | $209.8K | 0.04% | −3,445−60.9% | Reduced |
| Edge Wealth Management LLC | 2,200 | $208.3K | 0.05% | +2,200 | New |
| IHT Wealth Management, LLC | 2,185 | $206.9K | 0.01% | +2,185 | New |
| RMR Wealth Builders | 2,136 | $202.2K | 0.03% | −379−15.1% | Reduced |
| Avestar Capital, LLC | 2,126 | $201.3K | 0.02% | −465−17.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,105 | $199.3K | 0.00% | +610+40.8% | Added |
| Addison Advisors LLC | 2,097 | $198.6K | 0.08% | +215+11.4% | Added |
| Arlington Trust Co LLC | 2,034 | $192.6K | 0.05% | +50+2.5% | Added |
| Contravisory Investment Management, Inc. | 1,979 | $187.4K | 0.05% | +127+6.9% | Added |
| Arlington Partners LLC | 1,930 | $182.8K | 0.05% | −54−2.7% | Reduced |
| Global Retirement Partners, LLC | 1,721 | $168.9K | 0.01% | −29−1.7% | Reduced |
| Proequities, Inc. | 1,714 | $162.3K | 0.01% | −410−19.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,683 | $159.4K | 0.05% | +43+2.6% | Added |
| Allworth Financial LP | 1,579 | $149.5K | 0.00% | +26+1.7% | Added |
| Bruce G. Allen Investments, LLC | 1,553 | $147.1K | 0.13% | +1,553 | New |
| Ronald Blue Trust, Inc. | 1,753 | $144.0K | 0.00% | +467+36.3% | Added |
| EverSource Wealth Advisors, LLC | 1,516 | $143.6K | 0.01% | +408+36.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,474 | $139.6K | 0.00% | −424−22.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,415 | $134.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 1,364 | $129.2K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,343 | $127.2K | 0.02% | −3−0.2% | Reduced |
| Barometer Capital Management Inc. | 1,300 | $123.1K | 0.03% | +1,300 | New |
| Russell Investments Group, Ltd. | 1,297 | $122.9K | 0.00% | +673+107.9% | Added |
| Cutler Group LP | 1,258 | $119.0K | 0.02% | +1,258 | New |
| Chesapeake Asset Management LLC | 1,233 | $116.8K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 1,150 | $113.9K | 0.00% | −167−12.7% | Reduced |
| Smartleaf Asset Management LLC | 1,194 | $113.0K | 0.03% | +1,194 | New |
| Deutsche Bank AG | 1,118 | $105.9K | 0.00% | −92−7.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,138 | $105.4K | 0.00% | −1,572−58.0% | Reduced |
| Maj Invest Holding A/S | 1,100 | $104.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,053 | $99.7K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,052 | $99.0K | 0.03% | −59−5.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 990 | $94.0K | 0.01% | 00.0% | Unchanged |