SONY GROUP CORP (SONY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
711
Reporting holders
$9.5B
Reported value
1.8%
Held as options
+4
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $2.3B | 112,216,813 | 0.67% | 20q | +1.4%+$31.8M |
| PRIMECAP MANAGEMENT CO/CA/ | $1.2B | 59,603,230 | 0.71% | 31q | +1.8%+$21.5M |
| Aristotle Capital Management, LLC | $827.9M | 41,272,268 | 1.74% | 33q | -6.1%-$53.5M |
| MORGAN STANLEY | $470.6M | 23,462,087 | 0.02% | 35q | -6.1%-$30.6M |
| BANK OF AMERICA CORP /DE/ | $290.1M | 14,461,700 | 0.02% | 31q | -14.9%-$50.8M |
| Mondrian Investment Partners LTD | $245.5M | 12,272,937 | 3.79% | 24q | +2.5%+$5.9M |
| BlackRock, Inc. | $188.8M | 9,409,536 | 0.00% | 8q | HELD |
| GOLDMAN SACHS GROUP INC | $180.5M | 8,780,562 | 0.02% | 31q | -2.1%-$3.9M |
| Capital International Investors | $156.4M | 7,654,498 | 0.03% | 8q | +3.8%+$5.7M |
| Harding Loevner LP | $139.5M | 6,468,686 | 1.31% | 13q | -2.5%-$3.6M |
| Contrarius Group Holdings Ltd | $138.4M | 6,899,554 | 6.38% | new | NEW |
| NORTHERN TRUST CORP | $137.6M | 6,861,067 | 0.02% | 31q | -6.8%-$10.1M |
| ROYAL BANK OF CANADA | $133.1M | 6,633,573 | 0.02% | 31q | +0.9%+$1.2M |
| GABELLI FUNDS LLC | $100.9M | 5,030,691 | 0.64% | 31q | -3.2%-$3.3M |
| Capital World Investors | $100.1M | 4,989,355 | 0.01% | 8q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $99.7M | 4,969,375 | 0.02% | 31q | -15.4%-$18.2M |
| FMR LLC | $97.6M | 4,863,244 | 0.00% | 31q | -3.6%-$3.6M |
| JONES FINANCIAL COMPANIES LLLP | $93.9M | 4,762,172 | 0.04% | 12q | +3.9%+$3.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $91.4M | 4,556,802 | 0.04% | 2q | +135.8%+$52.6M |
| GAMCO INVESTORS, INC. ET AL | $90.2M | 4,498,717 | 0.81% | 31q | -2.0%-$1.8M |
| WCM INVESTMENT MANAGEMENT, LLC | $88.4M | 4,329,142 | 0.16% | 29q | +122.1%+$48.6M |
| UBS Group AG | $79.7M | 3,974,727 | 0.01% | 31q | +37.8%+$21.9M |
| CITADEL ADVISORS LLC | $75.7M | 2,552,757 | 0.01% | 31q | +278.5%+$55.7M |
| AMERIPRISE FINANCIAL INC | $66.9M | 3,324,015 | 0.01% | 31q | -47.0%-$59.3M |
| Clearbridge Investments, LLC | $62.2M | 3,099,508 | 0.05% | 31q | -38.8%-$39.4M |
| WELLS FARGO & COMPANY/MN | $59.5M | 2,964,116 | 0.01% | 31q | -53.8%-$69.2M |
| SEI INVESTMENTS CO | $56.0M | 2,790,486 | 0.05% | 31q | -2.4%-$1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | $53.6M | 2,669,605 | 0.10% | 6q | +112.3%+$28.3M |
| DV EQUITIES, LLC | $50.7M | 2,529,344 | 7.27% | 2q | +748.0%+$44.8M |
| JPMORGAN CHASE & CO | $47.9M | 2,339,022 | 0.00% | 31q | -19.3%-$11.5M |
| DIMENSIONAL FUND ADVISORS LP | $45.1M | 2,250,435 | 0.01% | 31q | +1.1%+$502.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.1M | 945,811 | 0.00% | 31q | +1923.9%+$40.0M |
| Alberta Investment Management Corp | $40.0M | 1,993,000 | 0.22% | 2q | HELD |
| CIBC Bancorp USA Inc. | $38.2M | 1,905,322 | 0.05% | 2q | -2.5%-$969.5K |
| RAYMOND JAMES FINANCIAL INC | $37.8M | 1,885,236 | 0.01% | 7q | -12.1%-$5.2M |
| Creative Planning | $36.8M | 1,835,524 | 0.02% | 31q | -2.0%-$749.1K |
| ASSETMARK, INC | $34.9M | 1,738,714 | 0.06% | 27q | +4.6%+$1.5M |
| Pictet North America Advisors SA | $33.8M | 1,684,567 | 2.98% | 10q | +6.3%+$2.0M |
| Balyasny Asset Management L.P. | $31.5M | 1,572,706 | 0.04% | 6q | +54.3%+$11.1M |
| JANE STREET GROUP, LLC | $27.6M | 34,607 | 0.00% | 31q | -98.2%-$1.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $27.2M | 1,358,175 | 0.00% | 3q | -2.5%-$709.1K |
| MILLENNIUM MANAGEMENT LLC | $24.9M | 429,825 | 0.01% | 26q | +38.5%+$6.9M |
| AMERICAN CENTURY COMPANIES INC | $24.3M | 1,213,565 | 0.01% | 27q | -8.5%-$2.3M |
| GROUP ONE TRADING LLC | $24.3M | options only | 0.03% | 31q | OPTIONS |
| AQR CAPITAL MANAGEMENT LLC | $23.9M | 1,189,648 | 0.01% | 9q | +92.7%+$11.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $23.1M | 1,153,323 | 0.28% | 2q | HELD |
| Quantinno Capital Management LP | $21.7M | 1,079,818 | 0.03% | 15q | +4.2%+$863.3K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $21.6M | 1,077,334 | 0.01% | 7q | +11.2%+$2.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.1M | 1,052,300 | 0.00% | 15q | +9.1%+$1.8M |
| Sixth Street Partners Management Company, L.P. | $21.1M | 1,052,300 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $20.8M | 1,034,437 | 0.02% | 31q | -4.0%-$872.8K |
| Long Focus Capital Management, LLC | $19.3M | 960,000 | 0.49% | new | NEW |
| LPL Financial LLC | $19.0M | 944,919 | 0.00% | 31q | -25.3%-$6.4M |
| DAVENPORT & Co LLC | $18.9M | 943,947 | 0.09% | 29q | +568.8%+$16.1M |
| IMC-Chicago, LLC | $17.9M | 46,949 | 0.00% | 18q | HELD |
| Martin Investment Management, LLC | $17.4M | 869,290 | 5.82% | 30q | -2.5%-$438.8K |
| LMR Partners LLP | $17.3M | 821,700 | 0.06% | new | NEW |
| CABOT WEALTH MANAGEMENT INC | $17.1M | 854,132 | 1.74% | 31q | +2.8%+$465.9K |
| Arnhold LLC | $16.8M | 835,356 | 1.17% | 28q | HELD |
| CLARK ESTATES INC/NY | $16.5M | 825,000 | 3.82% | 8q | +19.3%+$2.7M |
| Alight Capital Management LP | $16.4M | 516,432 | 2.30% | new | NEW |
| Cerity Partners LLC | $16.0M | 795,617 | 0.02% | 19q | +9.4%+$1.4M |
| Invesco Ltd. | $16.0M | 795,130 | 0.00% | 31q | -2.6%-$419.6K |
| US BANCORP \DE\ | $15.6M | 777,554 | 0.02% | 31q | +4.7%+$701.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $15.2M | 759,221 | 0.04% | 2q | HELD |
| Rockefeller Capital Management L.P. | $15.2M | 758,249 | 0.02% | 31q | +14.7%+$1.9M |
| THORNBURG INVESTMENT MANAGEMENT INC | $15.0M | 749,018 | 0.14% | 24q | +11.9%+$1.6M |
| Foresight Global Investors, Inc. | $14.9M | 740,300 | 9.00% | 14q | +81.9%+$6.7M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14.8M | 739,737 | 0.07% | 31q | -11.8%-$2.0M |
| Bank of New York Mellon Corp | $14.6M | 725,665 | 0.00% | 31q | HELD |
| Walleye Capital LLC | $13.5M | 418,018 | 0.05% | 14q | +18.7%+$2.1M |
| CapWealth Advisors, LLC | $13.3M | 662,154 | 0.91% | 29q | +7.0%+$870.9K |
| Sumitomo Mitsui Trust Group, Inc. | $12.4M | 618,437 | 0.01% | 25q | -24.8%-$4.1M |
| CAMBIAR INVESTORS LLC | $12.2M | 606,184 | 0.53% | 20q | -3.0%-$378.4K |
| BNP PARIBAS FINANCIAL MARKETS | $12.1M | 568,503 | 0.00% | 31q | -11.7%-$1.6M |
| BANK OF MONTREAL /CAN/ | $11.8M | 588,459 | 0.00% | 31q | -2.9%-$346.9K |
| Rock Point Advisors, LLC | $11.6M | 576,957 | 2.83% | 21q | +11.9%+$1.2M |
| Corient Private Wealth LP | $10.9M | 545,294 | 0.01% | 15q | +201.2%+$7.3M |
| NORGES BANK | $10.8M | 538,250 | 0.00% | 32q | HELD |
| Ethic Inc. | $10.4M | 516,600 | 0.13% | 26q | +4.0%+$401.9K |
| XY Capital Ltd | $10.2M | 510,791 | 9.89% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $10.2M | 510,066 | 0.00% | new | NEW |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $10.1M | 505,405 | 0.07% | 25q | +4.1%+$400.7K |
| BCWM, LLC | $10.0M | 500,469 | 2.94% | 2q | +2.3%+$229.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.8M | 487,650 | 0.01% | 26q | +23.7%+$1.9M |
| OLD MISSION CAPITAL LLC | $9.7M | 485,381 | 0.15% | new | NEW |
| Crossmark Global Holdings, Inc. | $9.7M | 484,865 | 0.13% | 31q | -0.6%-$57.4K |
| MACKENZIE FINANCIAL CORP | $9.6M | 478,894 | 0.01% | 7q | +165.1%+$6.0M |
| TD Waterhouse Canada Inc. | $9.5M | 471,304 | 0.03% | 19q | +10.6%+$909.6K |
| D. E. Shaw & Co., Inc. | $9.0M | 451,116 | 0.00% | 2q | -87.4%-$62.8M |
| Rathbones Group PLC | $9.0M | 449,697 | 0.03% | 12q | +117.9%+$4.9M |
| Assenagon Asset Management S.A. | $8.7M | 433,604 | 0.01% | new | NEW |
| Live Oak Private Wealth LLC | $8.7M | 431,463 | 1.08% | 25q | -5.0%-$458.5K |
| Quinn Opportunity Partners LLC | $8.6M | 430,000 | 0.40% | 22q | +79.2%+$3.8M |
| Pathstone Holdings, LLC | $8.3M | 413,043 | 0.02% | 11q | +22.8%+$1.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $8.1M | 404,994 | 0.01% | 30q | +29.4%+$1.8M |
| Ramirez Asset Management, Inc. | $8.1M | 404,325 | 0.84% | 2q | +19.1%+$1.3M |
| Qube Research & Technologies Ltd | $8.1M | 404,200 | 0.01% | new | NEW |
| RITHOLTZ WEALTH MANAGEMENT | $7.8M | 387,250 | 0.06% | 26q | +109.1%+$4.1M |
| Mariner, LLC | $7.6M | 380,427 | 0.01% | 20q | -4.7%-$379.4K |
Showing the largest 100 of 746 reported holders.
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 711 | $9.5B | 464,524,365 | 88 | 211 | 255 | 1.8% |
| Q1 2026 | 707 | $9.7B | 460,005,639 | 68 | 237 | 250 | 1.7% |
| Q4 2025 | 784 | $11.6B | 445,717,989 | 81 | 271 | 213 | 1.7% |
| Q3 2025 | 751 | $13.0B | 442,664,170 | 100 | 240 | 232 | 1.2% |
| Q2 2025 | 715 | $11.9B | 450,314,185 | 80 | 253 | 193 | 1.2% |
| Q1 2025 | 699 | $12.1B | 464,719,696 | 92 | 185 | 248 | 1.3% |
| Q4 2024 | 678 | $9.9B | 453,406,771 | 80 | 543 | 8 | 2.9% |
| Q3 2024 | 614 | $9.1B | 95,718,650 | 77 | 225 | 152 | 4.0% |
| Q2 2024 | 602 | $7.8B | 88,091,090 | 56 | 177 | 205 | 4.5% |
| Q1 2024 | 590 | $8.7B | 97,006,243 | 67 | 180 | 191 | 4.4% |
| Q4 2023 | 595 | $9.7B | 98,815,197 | 65 | 201 | 168 | 3.4% |
| Q3 2023 | 553 | $7.9B | 93,048,238 | 39 | 175 | 162 | 3.4% |
| Q2 2023 | 558 | $9.0B | 96,602,519 | 58 | 191 | 168 | 3.5% |
| Q1 2023 | 530 | $9.2B | 97,456,873 | 64 | 203 | 145 | 3.5% |
| Q4 2022 | 479 | $6.8B | 85,148,089 | 81 | 142 | 132 | 4.0% |
| Q3 2022 | 523 | $6.4B | 95,967,577 | 44 | 169 | 178 | 3.2% |
| Q2 2022 | 574 | $7.8B | 93,401,918 | 56 | 181 | 202 | 2.5% |
| Q1 2022 | 604 | $10.6B | 100,607,348 | 56 | 209 | 194 | 2.7% |
| Q4 2021 | 631 | $13.0B | 98,782,685 | 70 | 202 | 176 | 4.1% |
| Q3 2021 | 569 | $11.2B | 97,639,399 | 70 | 222 | 123 | 3.5% |
| Q2 2021 | 544 | $9.6B | 96,287,346 | 59 | 214 | 149 | 2.6% |
| Q1 2021 | 546 | $10.4B | 95,041,033 | 79 | 200 | 150 | 3.3% |
| Q4 2020 | 529 | $10.8B | 95,618,823 | 84 | 174 | 144 | 10.6% |
| Q3 2020 | 459 | $7.9B | 96,397,298 | 60 | 166 | 131 | 6.2% |
| Q2 2020 | 449 | $7.1B | 97,231,220 | 83 | 141 | 131 | 5.5% |
| Q1 2020 | 422 | $5.9B | 96,372,537 | 55 | 112 | 162 | 3.5% |
| Q4 2019 | 430 | $7.7B | 108,338,136 | 64 | 108 | 130 | 4.4% |
| Q3 2019 | 379 | $6.8B | 109,275,009 | 55 | 102 | 131 | 5.5% |
| Q2 2019 | 381 | $6.1B | 109,972,137 | 87 | 99 | 115 | 4.8% |
| Q1 2019 | 355 | $4.4B | 98,854,790 | 37 | 94 | 128 | 4.6% |
| Q4 2018 | 381 | $4.8B | 95,661,653 | 4 | 4 | 10 | 3.2% |