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Sony Group (SONY) Institutional Ownership

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$20.64 +0.31 (+1.50%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
14.05%
Number of
Institutional Buyers
(last 12 months)
351
Total
Institutional Inflows
(last 12 months)
$170.82M
Number of
Institutional Sellers
(last 12 months)
219
Total
Institutional Outflows
(last 12 months)
$48.08M
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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
1/17/2025 Cardinal Capital Management Inc.1,606,160$33.99M1.2%+403.7%0.027%
1/17/2025 Avior Wealth Management LLC11,604$246K0.0%+400.4%0.000%
1/17/2025 Janney Montgomery Scott LLC143,093$3.03M0.0%+424.2%0.002%
1/17/2025 SG Americas Securities LLC52,134$1.10M0.0%+340.2%0.001%
1/17/2025 Cetera Trust Company N.A16,925$358K0.2%+418.4%0.000%
1/17/2025 Park Place Capital Corp8,862$188K0.1%+388.5%0.000%
1/17/2025 Dakota Wealth Management11,260$238K0.0%+320.9%0.000%
1/17/2025 Simon Quick Advisors LLC11,094$235K0.0%N/A0.000%
1/17/2025 Bourgeon Capital Management LLC93,703$1.98M0.4%+299.0%0.002%
1/17/2025 Atomi Financial Group Inc.81,923$1.73M0.1%+491.1%0.001%
1/16/2025 Crossmark Global Holdings Inc.528,988$11.19M0.2%+411.2%0.009%
1/16/2025 Mitchell & Pahl Private Wealth LLC40,336$854K0.4%+430.0%0.001%
1/16/2025 Ballentine Partners LLC73,286$1.55M0.0%+449.5%0.001%
1/16/2025 BigSur Wealth Management LLC25,925$549K0.2%+400.0%0.000%
1/16/2025 UMB Bank n.a.5,280$112K0.0%+337.8%0.000%
1/16/2025 Diversify Advisory Services LLC15,738$320K0.0%-18.1%0.000%
1/16/2025 Diversify Wealth Management LLC59,594$1.21M0.1%+18.2%0.001%
1/16/2025 Ellsworth Advisors LLC92,292$1.95M0.5%+419.4%0.002%
1/16/2025 Successful Portfolios LLC100,076$2.12M1.4%+400.5%0.002%
1/16/2025 Grove Bank & Trust6,970$147K0.0%+357.0%0.000%
1/16/2025 Clarius Group LLC34,065$721K0.0%+400.0%0.001%
1/15/2025 Aaron Wealth Advisors LLC50,233$1.06M0.1%+500.7%0.001%
1/15/2025 Whitaker Myers Wealth Managers LTD.14,488$307K0.1%N/A0.000%
1/15/2025 Financial Management Professionals Inc.2,821$60K0.0%+390.6%0.000%
1/15/2025 HB Wealth Management LLC12,592$266K0.0%+378.4%0.000%
1/15/2025 Sanibel Captiva Trust Company Inc.9,730$206K0.0%N/A0.000%
1/15/2025 Alhambra Investment Management LLC39,985$846K0.4%+360.1%0.001%
1/15/2025 Brooklyn Investment Group3,081$65K0.0%+14,571.4%0.000%
1/15/2025 Somerset Trust Co11,957$253K0.1%+433.8%0.000%
1/15/2025 Householder Group Estate & Retirement Specialist LLC2,901$61K0.0%+345.6%0.000%
1/15/2025 Boston Common Asset Management LLC228,961$4.85M0.1%+362.3%0.004%
1/15/2025 Procyon Advisors LLC37,734$798K0.1%+411.0%0.001%
1/15/2025 Everpar Advisors LLC20,879$442K0.2%+405.4%0.000%
1/15/2025 Ritholtz Wealth Management169,159$3.58M0.1%+392.4%0.003%
1/15/2025 BFI Infinity Ltd.18,000$381K0.4%N/A0.000%
1/14/2025 Heritage Family Offices LLP48,610$1.03M0.5%+470.1%0.001%
1/14/2025 RMR Wealth Builders10,408$220K0.0%+401.6%0.000%
1/14/2025 Pinnacle Bancorp Inc.2,885$61K0.0%+400.0%0.000%
1/14/2025 Meyer Handelman Co.10,435$221K0.0%+400.0%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,505$32K0.0%+400.0%0.000%
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1/14/2025 Park Avenue Securities LLC333,245$7.05M0.1%+515.7%0.006%
1/14/2025 Kathmere Capital Management LLC11,072$234K0.0%N/A0.000%
1/14/2025 Seed Wealth Management Inc.26,075$552K0.4%+400.0%0.000%
1/14/2025 180 Wealth Advisors LLC16,734$354K0.1%+389.6%0.000%
1/14/2025 Wallace Advisory Group LLC2,729$58K0.0%N/A0.000%
1/14/2025 Rosenberg Matthew Hamilton9,323$197K0.1%+469.2%0.000%
1/14/2025 Global Financial Private Client LLC1,950$41K0.0%+302.9%0.000%
1/13/2025 Marcum Wealth LLC11,961$253K0.0%N/A0.000%
1/13/2025 Traveka Wealth LLC13,662$289K0.2%+430.4%0.000%
1/13/2025 FNY Investment Advisers LLC10,000$211K0.1%N/A0.000%
1/13/2025 Miracle Mile Advisors LLC35,752$757K0.0%N/A0.001%
1/13/2025 Sivia Capital Partners LLC17,135$363K0.2%+387.1%0.000%
1/13/2025 Grassi Investment Management20,000$423K0.0%+302.0%0.000%
1/13/2025 JCIC Asset Management Inc.155,940$3.30M1.3%+408.8%0.003%
1/13/2025 Wedmont Private Capital15,553$317K0.0%+462.1%0.000%
1/13/2025 Founders Capital Management2,005$42K0.0%+400.0%0.000%
1/13/2025 Eagle Bay Advisors LLC7,300$154K0.1%+410.8%0.000%
1/13/2025 JTC Employer Solutions Trustee Ltd4,950$105K0.0%+400.0%0.000%
1/13/2025 Aprio Wealth Management LLC14,985$317K0.0%+528.0%0.000%
1/10/2025 RMR Wealth Builders10,408$220K0.0%+401.6%0.000%
1/10/2025 Bruce G. Allen Investments LLC4,709$100K0.1%+410.7%0.000%
1/10/2025 Franklin Street Advisors Inc. NC16,286$345K0.0%+425.5%0.000%
1/10/2025 Ridgewood Investments LLC2,230$47K0.0%+400.0%0.000%
1/10/2025 Hilltop National Bank1,513$32K0.0%+346.3%0.000%
1/10/2025 Baker Tilly Wealth Management LLC10,753$228K0.1%+393.5%0.000%
1/10/2025 Fortitude Family Office LLC2,305$49K0.0%+373.3%0.000%
1/7/2025 One Wealth Capital Management LLC11,945$253K0.1%N/A0.000%
1/7/2025 Rise Advisors LLC1,747$37K0.0%+399.1%0.000%
1/7/2025 Diversified Trust Co10,715$227K0.0%+406.6%0.000%
1/6/2025 Doliver Advisors LP83,730$1.77M0.5%+397.3%0.001%
1/3/2025 Central Pacific Bank Trust Division105,500$2.23M0.3%+275.4%0.002%
1/3/2025 General Partner Inc.1,245$26K0.0%+400.0%0.000%
1/3/2025 GAMMA Investing LLC32,138$680K0.1%+476.9%0.001%
1/3/2025 Versant Capital Management Inc2,180$46K0.0%N/A0.000%
1/2/2025 Confluence Investment Management LLC43,135$913K0.0%+401.5%0.001%
11/25/2024Synovus Financial Corp50,514$4.88M0.1%+2.4%0.001%
11/25/2024Tidal Investments LLC2,530$244K0.0%N/A0.000%
11/25/2024Wilmington Savings Fund Society FSB2,972$287K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC21,465$2.07M0.1%N/A0.000%
11/25/2024Sanctuary Advisors LLC257,329$24.85M0.2%+601.1%0.004%
11/20/2024Advisory Resource Group10,841$1.05M0.2%-6.8%0.000%
11/19/2024Barclays PLC3,340$322K0.0%-97.9%0.000%
11/19/2024M&T Bank Corp80,858$7.81M0.0%+1.9%0.001%
11/18/2024Rehmann Capital Advisory Group2,241$220K0.0%N/A0.000%
11/18/2024TD Private Client Wealth LLC11,238$1.09M0.0%+15.3%0.000%
11/18/2024Arete Wealth Advisors LLC5,703$550K0.0%-16.4%0.000%
11/18/2024Coldstream Capital Management Inc.3,993$352K0.0%+23.2%0.000%
11/15/2024Foyston Gordon & Payne Inc18,147$1.75M0.4%-47.0%0.000%
11/15/2024M&T Bank Corp80,858$7.81M0.0%+1.9%0.001%
11/15/2024Raelipskie Partnership11,628$1.12M0.5%-16.0%0.000%
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11/15/2024Barclays PLC3,340$322K0.0%-97.9%0.000%
11/15/2024Continuum Advisory LLC4,802$464K0.1%+418.0%0.000%
11/15/2024LRI Investments LLC12,655$1.22M0.1%+400.0%0.000%
11/15/2024MML Investors Services LLC63,102$6.09M0.0%+10.9%0.001%
11/15/2024Orion Portfolio Solutions LLC66,919$6.46M0.1%+2.0%0.001%
11/15/2024XTX Topco Ltd7,526$727K0.1%-24.6%0.000%
11/15/2024Stifel Financial Corp220,462$21.29M0.0%-0.7%0.004%
11/15/2024SageView Advisory Group LLC7,879$761K0.0%-9.9%0.000%
11/15/2024Quantinno Capital Management LP85,412$8.25M0.1%+231.9%0.001%
11/15/2024IHT Wealth Management LLC3,985$385K0.0%N/A0.000%
(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, 613 institutional investors and hedge funds held shares of Sony Group. The most heavily invested institutionals were Primecap Management Co. CA ($2.05B), Aristotle Capital Management LLC ($944.46M), Fisher Asset Management LLC ($834.01M), Morgan Stanley ($344.63M), Fiduciary Management Inc. WI ($293.63M), Bank of America Corp DE ($266.37M), and Harding Loevner LP ($219.42M).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 530 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 ($2.51M), Harding Loevner LP ($2.23M), Boston Partners ($1.32M), Cardinal Capital Management Inc. ($1.32M), Mediolanum International Funds Ltd ($1.13M), Marshall Wace LLP ($838.54K), and Mondrian Investment Partners LTD ($833.50K).

How much institutional buying is happening at Sony Group?

Institutional investors have bought a total of 25,245,150 shares in the last 24 months. This purchase volume represents approximately $205.48M in transactions.

Which Sony Group major shareholders have been selling company stock?

Of the 328 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 ($3.02M), Aristotle Capital Management LLC ($1.53M), Primecap Management Co. CA ($1.17M), FMR LLC ($650.06K), Manning & Napier Group LLC ($579.18K), Clearbridge Investments LLC ($571.49K), and OLD Mission Capital LLC ($562.96K).

How much institutional selling is happening at Sony Group?

Institutional investors have sold a total of 14,802,069 shares in the last 24 months. This volume of shares sold represents approximately $72.43M in transactions.



This page (NYSE:SONY) was last updated on 1/21/2025 by MarketBeat.com Staff
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