SONY GROUP CORP (SONY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
32
Reporting holders
$57.4M
Reported value
0.0%
Calls
0.0%
Puts
-717
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $27.4M | 1,163,910 | 0.33% | 3q | +0.9%+$249.1K |
| CapWealth Advisors, LLC | $16.1M | 683,884 | 1.22% | 30q | +3.3%+$511.3K |
| Central Pacific Bank - Trust Division | $2.4M | 100,000 | 0.25% | 11q | HELD |
| Successful Portfolios LLC | $2.2M | 91,543 | 1.01% | 12q | HELD |
| DOLIVER ADVISORS, LP | $1.7M | 71,724 | 0.37% | 26q | -1.6%-$28.2K |
| Farther Finance Advisors, LLC | $1.3M | 57,134 | 0.01% | 16q | +12.4%+$147.9K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M | 53,508 | 0.02% | 32q | -8.5%-$116.5K |
| GAMMA Investing LLC | $1.2M | 50,036 | 0.04% | 12q | +14.7%+$150.9K |
| Versant Capital Management, Inc | $795.5K | 33,807 | 0.07% | 8q | +29.7%+$182.3K |
| Dorato Capital Management | $669.5K | 28,466 | 0.45% | 4q | +18.7%+$105.7K |
| Valeo Financial Advisors, LLC | $485.8K | 20,644 | 0.01% | 16q | +13.5%+$57.9K |
| RIVERSEDGE ADVISORS, LLC | $444.8K | 18,902 | 0.05% | 7q | +28.1%+$97.5K |
| Wedmont Private Capital | $326.4K | 13,630 | 0.01% | 10q | +3.2%+$10.2K |
| Rosenberg Matthew Hamilton | $294.9K | 12,534 | 0.05% | 27q | +15.2%+$38.8K |
| Balefire, LLC | $221.7K | 9,421 | 0.03% | new | NEW |
| Avidian Wealth Enterprises, LLC | $218.8K | 9,301 | 0.01% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $137.9K | 5,860 | 0.01% | 17q | -11.7%-$18.4K |
| Grove Bank & Trust | $88.9K | 3,780 | 0.01% | 16q | -15.8%-$16.7K |
| EASTERN BANK | $49.5K | 2,102 | 0.00% | 5q | HELD |
| GK Wealth Management LLC | $44.9K | 1,910 | 0.03% | new | NEW |
| Retirement Wealth Solutions LLC | $31.0K | 1,316 | 0.02% | 8q | +173.0%+$19.6K |
| General Partner, Inc. | $29.3K | 1,245 | 0.02% | 11q | HELD |
| CoreCap Advisors, LLC | $23.5K | 1,000 | 0.00% | 9q | +6566.7%+$23.2K |
| GILPIN WEALTH MANAGEMENT, LLC | $19.9K | 847 | 0.01% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $13.2K | 560 | 0.00% | 2q | HELD |
| Planning Strategies Inc. | $6.2K | 265 | 0.00% | new | NEW |
| TOMPKINS FINANCIAL CORP | $5.9K | 250 | 0.00% | 19q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $2.5K | 107 | 0.00% | 4q | HELD |
| Byrne Asset Management LLC | $1.9K | 80 | 0.00% | 15q | HELD |
| Noble Wealth Management PBC | $1.1K | 47 | 0.00% | 2q | HELD |
| Trust Co | $635 | 27 | 0.00% | 4q | HELD |
| Davis Capital Management | $588 | 25 | 0.00% | new | NEW |
| CX Institutional | $6 | 234 | 0.00% | 7q | -50.5% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-05 | Stringer Robert Adrian | See Remarks | Sold | 545,547 | $12.3M ×2 |
| 2026-05-18 | Yoshida Kenichiro | Director | Sold | 400,000 | $9.0M |
| 2026-07-03 | Totoki Hiroki | President and CEO | Sold | 225,000 | $4.7M |
| 2026-06-17 | Kodera Tsuyoshi | Chief Digital Officer (CDO) | Sold | 51,000 | $1.0M |
| 2026-07-06 | Ahuja Ravi | See Remarks | Sold | 36,826 | $776.3K |
| 2026-07-03 | Mitomo Toshimoto | Chief Strategy Officer (CSO) | Sold | 25,000 | $525.5K |
| 2026-08-17 | Tanaka Kenji | See Remarks | Sold | 20,000 | $476.6K |
| 2026-05-18 | Kodera Tsuyoshi | Chief Digital Officer (CDO) | Sold | 17,500 | $395.7K |
| 2026-08-04 | Kodera Tsuyoshi | Chief Digital Officer (CDO) | Sold | 17,100 | $388.5K |
| 2026-08-04 | Ahuja Ravi | See Remarks | Sold | 15,580 | $353.8K |
| 2026-07-06 | Platt Jonathan Jose | See Remarks | Sold | 16,512 | $348.1K |
| 2026-09-16 | Ito Yasuhiro | Chief People Officer (CPO) | Sold | 9,000 | $218.6K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 32 | $57.4M | 2,437,865 | 6 | 12 | 4 | 0.0% |
| Q2 2026 | 749 | $9.9B | 484,567,308 | 93 | 228 | 257 | 1.9% |
| Q1 2026 | 739 | $9.9B | 471,050,537 | 71 | 245 | 260 | 1.6% |
| Q4 2025 | 826 | $11.9B | 458,658,373 | 85 | 280 | 223 | 1.6% |
| Q3 2025 | 794 | $13.4B | 456,169,496 | 108 | 254 | 238 | 1.2% |
| Q2 2025 | 763 | $12.1B | 460,964,049 | 83 | 266 | 210 | 1.3% |
| Q1 2025 | 755 | $12.3B | 471,833,198 | 102 | 197 | 264 | 1.3% |
| Q4 2024 | 727 | $10.1B | 464,288,229 | 86 | 582 | 8 | 3.0% |
| Q3 2024 | 664 | $9.3B | 98,127,764 | 85 | 236 | 164 | 4.1% |
| Q2 2024 | 654 | $8.1B | 90,300,687 | 62 | 191 | 224 | 4.6% |
| Q1 2024 | 653 | $9.0B | 99,744,978 | 72 | 199 | 213 | 4.6% |
| Q4 2023 | 658 | $10.0B | 101,421,456 | 70 | 221 | 184 | 3.6% |
| Q3 2023 | 618 | $8.2B | 95,753,627 | 46 | 194 | 176 | 3.6% |
| Q2 2023 | 633 | $9.3B | 99,397,826 | 71 | 217 | 187 | 3.6% |
| Q1 2023 | 609 | $9.5B | 100,592,628 | 77 | 227 | 163 | 3.8% |
| Q4 2022 | 582 | $7.5B | 95,013,605 | 94 | 178 | 164 | 4.1% |
| 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% |