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 2024
Institutional positions in Sony Group Corp as of Sep 30, 2024. 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
- 660
- +15 vs. Q2 2024
- Shares held
- 97.2M
- +11.5M (+13.4%) vs. Q2 2024
- Total value
- $8.89B
- +$1.61B (+22.1%) vs. Q2 2024
- New holders
- 89
- 245 more added
- Sold out
- 74
- 180 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Sony Group Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Confluence Investment Management LLC | 8,602 | $830.7K | 0.01% | −165−1.9% | Reduced |
| V-Square Quantitative Management LLC | 8,618 | $832.2K | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,648 | $835.2K | 0.01% | +302+3.6% | Added |
| Alhambra Investment Partners LLC | 8,690 | $839.2K | 0.44% | +611+7.6% | Added |
| Callan Capital, LLC | 8,897 | $859.2K | 0.06% | +5,100+134.3% | Added |
| Henshaw Capital LLC | 8,928 | $862.2K | 0.04% | +5,528+162.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 9,116 | $880.3K | 0.15% | +156+1.7% | Added |
| Diversify Wealth Management, LLC | 50,399 | $883.5K | 0.09% | +42,156+511.4% | Added |
| EP Wealth Advisors, LLC | 9,225 | $890.9K | 0.01% | −90−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 9,246 | $892.9K | 0.07% | +740+8.7% | Added |
| Ellevest, Inc. | 9,500 | $917.4K | 0.05% | −427−4.3% | Reduced |
| Hancock Whitney Corp | 9,616 | $928.6K | 0.03% | −87−0.9% | Reduced |
| 44 Wealth Management LLC | 54,642 | $957.9K | 0.34% | +54,642 | New |
| Perigon Wealth Management, LLC | 9,975 | $963.3K | 0.03% | +7,537+309.1% | Added |
| Regions Financial Corp | 10,489 | $1.01M | 0.01% | +1,374+15.1% | Added |
| Brown Advisory Inc | 10,507 | $1.01M | 0.00% | −549−5.0% | Reduced |
| WCM Investment Management, LLC | 10,614 | $1.02M | 0.00% | −85−0.8% | Reduced |
| Pacer Advisors, Inc. | 10,692 | $1.03M | 0.00% | −166−1.5% | Reduced |
| Guggenheim Capital LLC | 10,723 | $1.04M | 0.01% | +524+5.1% | Added |
| CVA Family Office, LLC | 10,787 | $1.04M | 0.17% | +23+0.2% | Added |
| Congress Wealth Management LLC | 10,812 | $1.04M | 0.01% | +10,812 | New |
| Advisory Resource Group | 10,841 | $1.05M | 0.22% | −787−6.8% | Reduced |
| Glenmede Trust Co NA | 10,901 | $1.05M | 0.01% | −1,676−13.3% | Reduced |
| Intrust Bank NA | 10,977 | $1.06M | 0.11% | +59+0.5% | Added |
| S&CO Inc | 11,000 | $1.06M | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,147 | $1.08M | 0.03% | +705+6.8% | Added |
| Moors & Cabot, Inc. | 11,162 | $1.08M | 0.05% | +78+0.7% | Added |
| TD Private Client Wealth LLC | 11,238 | $1.09M | 0.03% | +1,495+15.3% | Added |
| Ovata Capital Management Ltd | 11,370 | $1.11M | 0.47% | +5,200+84.3% | Added |
| Raelipskie Partnership | 11,628 | $1.12M | 0.55% | −2,223−16.0% | Reduced |
| NFJ Investment Group, LLC | 11,644 | $1.12M | 0.03% | −514−4.2% | Reduced |
| SG Americas Securities, LLC | 11,844 | $1.14M | 0.00% | −1,956−14.2% | Reduced |
| Balyasny Asset Management LLC | 11,879 | $1.15M | 0.00% | −57,826−83.0% | Reduced |
| United Capital Financial Advisers, LLC | 11,902 | $1.15M | 0.01% | +683+6.1% | Added |
| Bray Capital Advisors | 12,090 | $1.17M | 0.29% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,196 | $1.18M | 0.00% | −1,053−7.9% | Reduced |
| Wealth Alliance | 12,373 | $1.19M | 0.14% | +396+3.3% | Added |
| Mission Wealth Management, LP | 12,566 | $1.21M | 0.03% | +7,499+148.0% | Added |
| Sterling Capital Management LLC | 12,758 | $1.23M | 0.02% | +12,758 | New |
| Kovitz Investment Group Partners, LLC | 14,077 | $1.24M | 0.01% | +320+2.3% | Added |
| Ballentine Partners, LLC | 13,337 | $1.29M | 0.02% | +458+3.6% | Added |
| Avantax Advisory Services, Inc. | 13,571 | $1.31M | 0.01% | +1,042+8.3% | Added |
| Dorsey & Whitney Trust CO LLC | 13,794 | $1.33M | 0.07% | +812+6.3% | Added |
| Raymond James Trust N.A. | 13,811 | $1.33M | 0.03% | +1,199+9.5% | Added |
| Atomi Financial Group, Inc. | 13,859 | $1.34M | 0.08% | +4,028+41.0% | Added |
| AQR Capital Management LLC | 13,872 | $1.34M | 0.00% | +9,299+203.3% | Added |
| Northwestern Mutual Wealth Management Co | 13,956 | $1.35M | 0.00% | −5,586−28.6% | Reduced |
| Penbrook Management LLC | 14,000 | $1.35M | 0.88% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 14,081 | $1.36M | 0.17% | +5,377+61.8% | Added |
| Principal Securities, Inc. | 14,453 | $1.40M | 0.03% | +1,899+15.1% | Added |
| Calamos Advisors LLC | 14,562 | $1.41M | 0.01% | −132−0.9% | Reduced |
| BTC Capital Management, Inc. | 14,673 | $1.42M | 0.13% | +918+6.7% | Added |
| Hanson & Doremus Investment Management | 14,837 | $1.43M | 0.23% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 14,842 | $1.43M | 0.93% | 00.0% | Unchanged |
| Old Mission Capital LLC | 14,933 | $1.44M | 0.03% | −128,579−89.6% | Reduced |
| Hantz Financial Services, Inc. | 15,033 | $1.45M | 0.03% | −186−1.2% | Reduced |
| Vident Advisory, LLC | 15,273 | $1.47M | 0.04% | +2,411+18.7% | Added |
| Dynamic Technology Lab Private Ltd | 15,465 | $1.49M | 0.16% | +12,694+458.1% | Added |
| Quadrant Capital Group LLC | 15,669 | $1.51M | 0.11% | +1,353+9.5% | Added |
| Capital Research Global Investors | 15,771 | $1.52M | 0.00% | −35,481−69.2% | Reduced |
| Qtron Investments LLC | 15,715 | $1.52M | 0.21% | +6,777+75.8% | Added |
| Aviso Financial Inc. | 15,750 | $1.52M | 0.08% | +990+6.7% | Added |
| Atria Wealth Solutions, Inc. | 16,290 | $1.57M | 0.02% | −1,932−10.6% | Reduced |
| SOL Capital Management CO | 16,630 | $1.61M | 0.18% | +50.0% | Added |
| Doliver Advisors, LP | 16,836 | $1.63M | 0.45% | −502−2.9% | Reduced |
| Barden Capital Management, Inc. | 16,924 | $1.63M | 1.44% | +1,672+11.0% | Added |
| Stiles Financial Services Inc | 17,026 | $1.64M | 0.58% | −34−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 17,197 | $1.66M | 0.16% | −641−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 89,077 | $1.70M | 0.02% | +21,447+31.7% | Added |
| Walleye Trading LLC | 17,632 | $1.70M | 0.04% | −1,110−5.9% | Reduced |
| Ellsworth Advisors, LLC | 17,769 | $1.72M | 0.44% | +1,135+6.8% | Added |
| Forum Financial Management, LP | 18,120 | $1.75M | 0.03% | −13−0.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 18,147 | $1.75M | 0.44% | −16,078−47.0% | Reduced |
| Rhumbline Advisers | 18,541 | $1.79M | 0.00% | +1,150+6.6% | Added |
| Vestmark Advisory Solutions, Inc. | 18,569 | $1.79M | 0.07% | −745−3.9% | Reduced |
| Prudential Financial Inc | 18,730 | $1.81M | 0.00% | +1,806+10.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,804 | $1.82M | 0.00% | +561+3.1% | Added |
| Greenleaf Trust | 18,992 | $1.83M | 0.02% | −57−0.3% | Reduced |
| Yousif Capital Management, LLC | 19,031 | $1.84M | 0.02% | −1,961−9.3% | Reduced |
| Prosperity Consulting Group, LLC | 19,093 | $1.84M | 0.14% | −6,938−26.7% | Reduced |
| Nomura Holdings Inc | 19,141 | $1.85M | 0.01% | +19,141 | New |
| Wealth Enhancement Advisory Services, LLC | 19,214 | $1.86M | 0.00% | +7,781+68.1% | Added |
| Wolverine Trading, LLC | 19,364 | $1.86M | 0.05% | +12,191+170.0% | Added |
| Sequoia Financial Advisors, LLC | 19,302 | $1.86M | 0.02% | +453+2.4% | Added |
| Advisor Group Holdings, Inc. | 19,885 | $1.89M | 0.00% | −3,444−14.8% | Reduced |
| Waldron Private Wealth LLC | 19,763 | $1.91M | 0.08% | +629+3.3% | Added |
| Mill Creek Capital Advisors, LLC | 19,894 | $1.92M | 0.05% | −11,903−37.4% | Reduced |
| Successful Portfolios LLC | 19,995 | $1.93M | 1.31% | −3,000−13.0% | Reduced |
| Stamos Capital Partners, L.P. | 20,610 | $1.99M | 0.47% | −4,120−16.7% | Reduced |
| Two Sigma Investments, LP | 20,700 | $2.00M | 0.00% | +1,300+6.7% | Added |
| Scharf Investments, LLC | 20,889 | $2.02M | 0.06% | +860+4.3% | Added |
| Keybank National Association | 21,108 | $2.04M | 0.01% | −1,354−6.0% | Reduced |
| NewEdge Wealth, LLC | 21,264 | $2.05M | 0.04% | +1,635+8.3% | Added |
| Columbia Asset Management | 21,275 | $2.06M | 0.36% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 21,266 | $2.06M | 0.04% | +12,266+136.3% | Added |
| Skylands Capital, LLC | 22,300 | $2.15M | 0.29% | −9,600−30.1% | Reduced |
| J. Safra Sarasin Holding AG | 22,855 | $2.21M | 0.04% | −492−2.1% | Reduced |
| Bourgeon Capital Management LLC | 23,484 | $2.27M | 0.44% | −1,223−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,775 | $2.30M | 0.01% | −378−1.6% | Reduced |
| Vontobel Holding Ltd. | 25,606 | $2.47M | 0.01% | −4,499−14.9% | Reduced |