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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 981 | $92.9K | 0.01% | +981 | New |
| Glassman Wealth Services | 951 | $90.0K | 0.01% | +102+12.0% | Added |
| Leonteq Securities AG | 939 | $88.9K | 0.01% | −648−40.8% | Reduced |
| Nemes Rush Group LLC | 837 | $79.3K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 812 | $76.9K | 0.01% | +812 | New |
| Castleview Partners, LLC | 803 | $76.0K | 0.05% | +803 | New |
| Brown Brothers Harriman & Co | 786 | $74.4K | 0.00% | +112+16.6% | Added |
| Zions Bancorporation, N.A. | 782 | $74.0K | 0.01% | −2−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 761 | $72.0K | 0.01% | +52+7.3% | Added |
| IFP Advisors, Inc | 734 | $69.5K | 0.00% | −338−31.5% | Reduced |
| Huntington National Bank | 715 | $67.7K | 0.00% | −86−10.7% | Reduced |
| Geneos Wealth Management Inc. | 714 | $67.6K | 0.00% | −119−14.3% | Reduced |
| Private Trust Co NA | 650 | $61.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 624 | $59.0K | 0.06% | +252+67.7% | Added |
| Hexagon Capital Partners LLC | 621 | $58.8K | 0.01% | −45−6.8% | Reduced |
| NBC Securities, Inc. | 586 | $55.0K | 0.01% | −35−5.6% | Reduced |
| Hobbs Group Advisors, LLC | 580 | $54.9K | 0.02% | +580 | New |
| Colonial Trust Co | 558 | $52.8K | 0.01% | +12+2.2% | Added |
| JFS Wealth Advisors, LLC | 544 | $51.5K | 0.00% | +108+24.8% | Added |
| First Manhattan Co | 512 | $48.5K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 500 | $47.3K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 500 | $47.0K | 0.00% | −32−6.0% | Reduced |
| Ogorek Anthony Joseph | 479 | $45.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 414 | $39.2K | 0.01% | +414 | New |
| Founders Capital Management | 401 | $38.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 378 | $36.0K | 0.01% | +11+3.0% | Added |
| Pathway Financial Advisers, LLC | 374 | $35.4K | 0.01% | +1+0.3% | Added |
| EntryPoint Capital, LLC | 369 | $34.9K | 0.03% | +369 | New |
| Harbour Investments, Inc. | 368 | $34.8K | 0.00% | +47+14.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 362 | $34.3K | 0.01% | +362 | New |
| Fortitude Family Office, LLC | 331 | $31.3K | 0.02% | +331 | New |
| Colonial Trust Advisors | 312 | $29.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $29.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 304 | $28.8K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 300 | $28.4K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 288 | $27.3K | 0.02% | +288 | New |
| CVA Family Office, LLC | 285 | $27.0K | 0.01% | +285 | New |
| Tower Research Capital LLC (TRC) | 275 | $26.0K | 0.00% | −1,567−85.1% | Reduced |
| Bokf, NA | 256 | $24.2K | 0.00% | +22+9.4% | Added |
| Avalon Trust Co | 250 | $23.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 248 | $23.5K | 0.00% | +140+129.6% | Added |
| Silicon Valley Capital Partners | 231 | $21.8K | 0.00% | +1+0.4% | Added |
| Banque Cantonale Vaudoise | 224 | $21.0K | 0.00% | −15−6.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 216 | $20.5K | 0.00% | +182+535.3% | Added |
| Raffa Wealth Management, LLC | 209 | $19.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 205 | $19.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 204 | $19.3K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 203 | $19.3K | 0.01% | −30−12.9% | Reduced |
| Federated Hermes, Inc. | 194 | $18.4K | 0.00% | −8−4.0% | Reduced |
| Armstrong Advisory Group, Inc | 189 | $17.9K | 0.00% | −203−51.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 172 | $16.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 166 | $15.7K | 0.00% | −84−33.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 165 | $15.6K | 0.00% | +165 | New |
| Hazlett, Burt & Watson, Inc. | 161 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 150 | $14.7K | 0.01% | +150 | New |
| North Star Investment Management Corp. | 150 | $14.2K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 150 | $14.2K | 0.01% | +150 | New |
| JJJ Advisors Inc. | 148 | $14.0K | 0.00% | −13−8.1% | Reduced |
| AdvisorNet Financial, Inc | 145 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 140 | $13.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 139 | $13.2K | 0.00% | +5+3.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $13.0K | 0.01% | +100+263.2% | Added |
| Bell Investment Advisors, Inc | 137 | $13.0K | 0.00% | +12+9.6% | Added |
| Accent Capital Management, LLC | 131 | $12.4K | 0.01% | +131 | New |
| Institutional & Family Asset Management, LLC | 130 | $12.3K | 0.00% | +8+6.6% | Added |
| GW&K Investment Management, LLC | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 140 | $11.5K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 121 | $11.5K | 0.00% | +121 | New |
| Signature Resources Capital Management, LLC | 120 | $11.4K | 0.01% | +120 | New |
| Insight Financial Services | 118 | $11.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 117 | $11.1K | 0.00% | +2+1.7% | Added |
| Prestige Wealth Management Group LLC | 115 | $10.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 115 | $10.9K | 0.00% | +115 | New |
| Bogart Wealth, LLC | 111 | $10.5K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 110 | $10.4K | 0.00% | −215−66.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 101 | $9.56K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 115 | $9.48K | 0.01% | +115 | New |
| Baldwin Brothers Inc | 100 | $9.47K | 0.00% | −1,589−94.1% | Reduced |
| Hallmark Capital Management Inc | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $9.47K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $9.47K | 0.00% | +100 | New |
| Rise Advisors, LLC | 98 | $9.30K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 97 | $9.19K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 96 | $9.09K | 0.01% | +96 | New |
| CKW Financial Group | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 90 | $8.52K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 87 | $8.24K | 0.01% | −1,220−93.3% | Reduced |
| Smithfield Trust Co | 92 | $8.00K | 0.00% | +73+384.2% | Added |
| FWL Investment Management, LLC | 84 | $7.95K | 0.00% | +84 | New |
| Carolinas Wealth Consulting LLC | 82 | $7.78K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 80 | $7.58K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 72 | $6.82K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 70 | $6.63K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 80 | $6.59K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 69 | $6.53K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 69 | $6.53K | 0.00% | +61+762.5% | Added |
| Asset Dedication, LLC | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 62 | $5.87K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 62 | $5.82K | 0.00% | −71−53.4% | Reduced |