HolderBook

SONY FINANCIAL GRP ADR (SFGYY)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

22
Reporting holders
$2.1M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Madison Asset Management, LLC$1.5M355,6780.02%3qHELD
Henry James International Management Inc.$375.5K86,5120.11%4qHELD
GAMMA Investing LLC$46.2K10,6560.00%3q+2719.0%+$44.6K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$44.4K10,2210.00%2qHELD
Sterling Capital Management LLC$12.0K2900.00%3qHELD
Generali Investments CEE, investicni spolecnost, a.s.$9.3K2,1500.00%3q-92.6%-$117.2K
ATLAS CAPITAL ADVISORS INC.$6.3K1,4000.00%3qHELD
RHUMBLINE ADVISERS$5.5K1,2730.00%3q-95.1%-$106.8K
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$3.1K7210.00%3q-3.0%
TRUST CO OF VERMONT$1.3K3000.00%2q-66.7%-$2.6K
Ancora Advisors LLC$1.2K2870.00%3q-3.4%
General Partner, Inc.$1.1K2490.00%3qHELD
Salomon & Ludwin, LLC$4961130.00%3q-68.8%-$1.1K
Archer Investment Corp$4941140.00%3q+100.0%
Ascentis Wealth Management, LLC$3802340.00%3q+431.8%
DELTA CAPITAL MANAGEMENT LLC$13330,6160.06%newNEW
Heritage Wealth Advisors$78180.00%newNEW
Byrne Asset Management LLC$69160.00%3qHELD
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$43100.00%3qHELD
Winch Advisory Services, LLC$3580.00%3qHELD
First Command Advisory Services, Inc.$3070.00%newNEW
Strengthening Families & Communities, LLC$920.00%2qHELD
OGOREK ANTHONY JOSEPH /NY/ /ADV$24790.00%3qHELD
Coston, McIsaac & Partners$0380.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202622$2.1M470,2973360.0%
Q1 202622$2.4M522,4212280.0%
Q4 202530$4.7M889,52126010.0%
Q3 20256$46.9M8,445,1645000.0%