Sony Group (SONY) Institutional Ownership

$83.75
+0.36 (+0.43%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Sony Group (NYSE:SONY)

Current
Institutional Ownership
Percentage
14.05%
Number of
Institutional Buyers
(last 12 months)
354
Total
Institutional Inflows
(last 12 months)
$847.75M
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$627.89M
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SONY Institutional Buying and Selling by Quarter

Sony Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Advisory Resource Group9,241$792K0.2%+28.3%0.001%
5/17/2024 Hancock Whitney Corp7,990$685K0.0%+4.4%0.001%
5/16/2024 Levin Capital Strategies L.P.14,159$1.21M0.1%+8.5%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.10,347$853K0.0%+51.8%0.001%
5/16/2024 Dynasty Wealth Management LLC8,483$727K0.0%N/A0.001%
5/16/2024 Janus Henderson Group PLC5,403$463K0.0%+28.6%0.000%
5/16/2024 Silvercrest Asset Management Group LLC181,737$15.58M0.1%-0.2%0.015%
5/15/2024 Earnest Partners LLC25,363$2.18M0.0%+5.7%0.002%
5/15/2024 SVB Wealth LLC6,148$527K0.0%-42.4%0.000%
5/15/2024 Price T Rowe Associates Inc. MD84,918$7.28M0.0%+3.7%0.007%
5/15/2024 Lazard Asset Management LLC132,338$11.35M0.0%-6.5%0.011%
5/15/2024 LRI Investments LLC2,342$201K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.39,378$3.38M0.0%-8.2%0.003%
5/15/2024 GABELLI & Co INVESTMENT ADVISERS INC.8,930$766K0.1%-32.0%0.001%
5/15/2024 Gabelli Funds LLC1,368,499$117.34M0.9%-5.3%0.111%
5/15/2024 Gamco Investors INC. ET AL1,405,635$120.52M1.2%-3.3%0.114%
5/14/2024 Capital Research Global Investors49,222$4.22M0.0%+0.7%0.004%
5/14/2024 Toronto Dominion Bank7,276$624K0.0%+3.3%0.001%
5/14/2024 Stamos Capital Partners L.P.19,790$1.70M0.4%+262.5%0.002%
5/14/2024 Advisors Asset Management Inc.8,311$713K0.0%+20.0%0.001%
5/14/2024 EP Wealth Advisors LLC7,723$662K0.0%+3.4%0.001%
5/14/2024 Crewe Advisors LLC2,126$182K0.0%N/A0.000%
5/14/2024 MQS Management LLC4,763$408K0.2%N/A0.000%
5/14/2024 Pitcairn Co.27,821$2.39M0.2%+62.0%0.002%
5/14/2024 Lake Street Advisors Group LLC11,374$975K0.0%+9.0%0.001%
5/13/2024 Bessemer Group Inc.712$61K0.0%-86.5%0.000%
5/13/2024 Thornburg Investment Management Inc.169,503$14.50M0.2%+7.8%0.014%
5/13/2024 Clearbridge Investments LLC1,616,928$138.64M0.1%+1.2%0.131%
5/13/2024 O Shaughnessy Asset Management LLC72,705$6.23M0.1%+7.7%0.006%
5/11/2024 Beaumont Financial Advisors LLC148,457$12.73M1.0%+12.3%0.012%
5/10/2024 Blue Barn Wealth LLC3,713$318K0.2%-4.0%0.000%
5/10/2024 Nicolet Advisory Services LLC5,807$492K0.0%-15.3%0.000%
5/10/2024 First Foundation Advisors4,447$381K0.0%-20.9%0.000%
5/10/2024 Mizuho Markets Americas LLC103,766$8.90M0.2%N/A0.008%
5/10/2024 Banco Santander S.A.10,820$928K0.0%-31.1%0.001%
5/10/2024 Tocqueville Asset Management L.P.126,120$10.81M0.2%+2.7%0.010%
5/9/2024 Barden Capital Management Inc.14,939$1.28M1.2%-13.7%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC13,109$1.12M0.1%-5.6%0.001%
5/9/2024 Blair William & Co. IL4,591$394K0.0%-63.8%0.000%
5/9/2024 Orion Portfolio Solutions LLC70,202$6.02M0.1%-0.4%0.006%
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5/9/2024 HBK Sorce Advisory LLC6,306$541K0.0%-5.4%0.001%
5/9/2024 Martin Investment Management LLC213,620$18.32M4.5%+5.7%0.017%
5/8/2024 Bleakley Financial Group LLC9,094$780K0.0%+26.7%0.001%
5/8/2024 Avantax Advisory Services Inc.2,460$211K0.0%+6.5%0.000%
5/8/2024 Henry James International Management Inc.111,397$9.55M2.9%+12.3%0.009%
5/8/2024 US Bancorp DE116,308$9.97M0.0%-9.4%0.009%
5/8/2024 Russell Investments Group Ltd.813$70K0.0%-37.3%0.000%
5/8/2024 QRG Capital Management Inc.60,338$5.17M0.1%-12.1%0.005%
5/8/2024 Headlands Technologies LLC5,421$465K0.1%N/A0.000%
5/8/2024 Legacy Capital Group California Inc.4,352$373K0.1%-7.5%0.000%
5/7/2024 Arnhold LLC158,610$13.60M1.4%-1.4%0.013%
5/7/2024 Sei Investments Co.590,712$50.65M0.1%+4.7%0.048%
5/7/2024 Atomi Financial Group Inc.7,941$681K0.1%+10.8%0.001%
5/7/2024 Foyston Gordon & Payne Inc35,777$3.07M0.7%-1.7%0.003%
5/7/2024 Mondrian Investment Partners LTD2,558,527$220.03M3.1%+43.4%0.207%
5/7/2024 Highland Capital Management LLC47,581$4.08M0.2%-0.9%0.004%
5/7/2024 Capital Wealth Planning LLC11,735$1.01M0.0%-14.1%0.001%
5/7/2024 Oppenheimer Asset Management Inc.94,009$8.06M0.1%-3.0%0.008%
5/7/2024 Oppenheimer & Co. Inc.45,058$3.86M0.1%-5.0%0.004%
5/7/2024 SG Americas Securities LLC19,727$1.69M0.0%-63.6%0.002%
5/7/2024 Deuterium Capital Management LLC9,000$772K1.4%N/A0.001%
5/6/2024 Quantbot Technologies LP23,811$2.04M0.1%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.30,623$2.63M0.0%-0.9%0.002%
5/6/2024 Minneapolis Portfolio Management Group LLC328,063$28.13M3.8%-4.6%0.027%
5/4/2024 Blue Square Asset Management LLC19,724$1.69M1.1%+64.7%0.002%
5/4/2024 Lester Murray Antman dba SimplyRich7,812$670K0.2%-4.1%0.001%
5/3/2024 Signaturefd LLC26,300$2.26M0.0%+1.0%0.002%
5/3/2024 FDx Advisors Inc.4,232$363K0.1%-57.7%0.000%
5/3/2024 Larson Financial Group LLC1,394$120K0.0%+4,878.6%0.000%
5/3/2024 Callan Capital LLC4,434$380K0.0%+60.4%0.000%
5/3/2024 Pictet North America Advisors SA218,129$18.70M2.1%N/A0.018%
5/3/2024 CapWealth Advisors LLC99,369$8.52M1.0%+0.9%0.008%
5/3/2024 Central Pacific Bank Trust Division29,600$2.55M0.3%N/A0.002%
5/3/2024 Whittier Trust Co. of Nevada Inc.8,532$732K0.0%-17.6%0.001%
5/3/2024 Whittier Trust Co.11,972$1.03M0.0%+6.9%0.001%
5/2/2024 Financial Counselors Inc.2,485$213K0.0%-8.7%0.000%
5/2/2024 FORA Capital LLC21,625$1.85M0.2%+15.9%0.002%
5/2/2024 Hollencrest Capital Management762$65K0.0%-76.3%0.000%
5/2/2024 PDS Planning Inc5,155$442K0.0%-17.3%0.000%
5/1/2024 Resonant Capital Advisors LLC3,070$263K0.0%+7.8%0.000%
5/1/2024 Janney Montgomery Scott LLC26,176$2.24M0.0%-8.2%0.002%
5/1/2024 Prosperity Consulting Group LLC42,930$3.68M0.5%N/A0.003%
5/1/2024 Mission Wealth Management LP4,549$390K0.0%-46.4%0.000%
5/1/2024 Sequoia Financial Advisors LLC20,344$1.74M0.0%-40.7%0.002%
5/1/2024 Diversify Advisory Services LLC12,728$1.10M0.1%N/A0.001%
5/1/2024 Private Advisor Group LLC5,486$470K0.0%-5.4%0.000%
4/30/2024 Norden Group LLC4,922$422K0.0%+122.1%0.000%
4/30/2024 HB Wealth Management LLC2,390$205K0.0%N/A0.000%
4/30/2024 SpiderRock Advisors LLC12,656$1.13M0.0%N/A0.001%
4/30/2024 Caprock Group LLC17,690$1.52M0.1%-18.3%0.001%
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4/30/2024 Perigon Wealth Management LLC2,918$250K0.0%+17.3%0.000%
4/30/2024 Allspring Global Investments Holdings LLC4,852$416K0.0%+130.5%0.000%
4/29/2024Commonwealth Equity Services LLC23,518$2.02M0.0%+25.3%0.002%
4/29/2024 Benjamin F. Edwards & Company Inc.3,418$293K0.0%+5.9%0.000%
4/29/2024 Seascape Capital Management2,422$208K0.1%-91.9%0.000%
4/29/2024 Marks Group Wealth Management Inc18,270$1.57M0.2%-3.2%0.001%
4/29/2024 XY Capital Ltd13,392$1.15M0.5%N/A0.001%
4/27/2024 Riverwater Partners LLC6,790$582K0.4%-3.6%0.001%
4/26/2024 Yousif Capital Management LLC21,882$1.88M0.0%-1.6%0.002%
4/26/2024 Mitchell & Pahl Private Wealth LLC6,721$576K0.3%+8.6%0.001%
(Data available from 1/1/2016 forward)

SONY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SONY shares?

During the previous two years, 602 institutional investors and hedge funds held shares of Sony Group. The most heavily invested institutionals were Primecap Management Co. CA ($2.10B), Aristotle Capital Management LLC ($944.46M), Fisher Asset Management LLC ($602.11M), Morgan Stanley ($344.63M), Fiduciary Management Inc. WI ($293.63M), Bank of America Corp DE ($266.37M), and Mondrian Investment Partners LTD ($220.03M).Learn more on SONY's institutional investors.

What percentage of Sony Group stock is owned by institutional investors?

14.05% of Sony Group stock is owned by institutional investors. Learn more on SONY's institutional investor holdings.

Which institutional investors have been buying Sony Group stock?

Of the 520 institutional investors that purchased Sony Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($6.04M), Harding Loevner LP ($2.23M), Boston Partners ($1.35M), Mondrian Investment Partners LTD ($947.60K), Envestnet Asset Management Inc. ($804.21K), Avala Global LP ($607.49K), and OLD Mission Capital LLC ($602.74K).

How much institutional buying is happening at Sony Group?

Institutional investors have bought a total of 23,952,024 shares in the last 24 months. This purchase volume represents approximately $1.93B in transactions.

Which Sony Group major shareholders have been selling company stock?

Of the 349 institutional investors that sold Sony Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Boston Partners ($3.01M), DAVENPORT & Co LLC ($1.75M), Aristotle Capital Management LLC ($1.53M), Primecap Management Co. CA ($1.23M), Phoenix Holdings Ltd. ($776.62K), Manning & Napier Group LLC ($579.18K), and OLD Mission Capital LLC ($562.96K).

How much institutional selling is happening at Sony Group?

Institutional investors have sold a total of 17,474,053 shares in the last 24 months. This volume of shares sold represents approximately $1.44B in transactions.


This page (NYSE:SONY) was last updated on 5/18/2024 by MarketBeat.com Staff

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