# SONY GROUP CORP (SONY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SONY/

- Reporting holders: 32
- Reported value: $57.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $27.4M | 1,163,910 | 0.3% | 3 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $16.1M | 683,884 | 1.2% | 30 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.4M | 100,000 | 0.2% | 11 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $2.2M | 91,543 | 1.0% | 12 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $1.7M | 71,724 | 0.4% | 26 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.3M | 57,134 | 0.0% | 16 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $1.3M | 53,508 | 0.0% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.2M | 50,036 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $795.5K | 33,807 | 0.1% | 8 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $669.5K | 28,466 | 0.4% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $485.8K | 20,644 | 0.0% | 16 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $444.8K | 18,902 | 0.1% | 7 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $326.4K | 13,630 | 0.0% | 10 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $294.9K | 12,534 | 0.1% | 27 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $221.7K | 9,421 | 0.0% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $218.8K | 9,301 | 0.0% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $137.9K | 5,860 | 0.0% | 17 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $88.9K | 3,780 | 0.0% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $49.5K | 2,102 | 0.0% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $44.9K | 1,910 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $31.0K | 1,316 | 0.0% | 8 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $29.3K | 1,245 | 0.0% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $23.5K | 1,000 | 0.0% | 9 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $19.9K | 847 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $13.2K | 560 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $57.4M |
| Q2 2026 | 749 | $9.9B |
| Q1 2026 | 739 | $9.9B |
| Q4 2025 | 826 | $11.9B |
| Q3 2025 | 794 | $13.4B |
| Q2 2025 | 763 | $12.1B |
| Q1 2025 | 755 | $12.3B |
| Q4 2024 | 727 | $10.1B |
| Q3 2024 | 664 | $9.3B |
| Q2 2024 | 654 | $8.1B |
| Q1 2024 | 653 | $9.0B |
| Q4 2023 | 658 | $10.0B |