SONY Sony Group Corporation
Sony Group Corporation (SONY) Institutional Ownership
What the institutions did with SONY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Mondrian Investment Partners LTD | 12.3M | 26.9% |
| Thrivent Financial for Lutherans | 3.5M | 7.6% |
| DIMENSIONAL FUND ADVISORS LP | 2.4M | 5.2% |
| Creative Planning | 2.0M | 4.3% |
| Pictet North America Advisors SA | 1.7M | 3.7% |
| ASSETMARK, INC | 1.6M | 3.5% |
| DAVENPORT & Co LLC | 1.2M | 2.6% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.2M | 2.5% |
| CABOT WEALTH MANAGEMENT INC | 831.6K | 1.8% |
| Bank of New York Mellon Corp | 785.6K | 1.7% |
| US BANCORP \DE\ | 764.5K | 1.7% |
| Arnhold LLC | 710.9K | 1.6% |
| CapWealth Advisors, LLC | 683.9K | 1.5% |
| Ethic Inc. | 582.1K | 1.3% |
| CAMBIAR INVESTORS LLC | 578.1K | 1.3% |
| TD Waterhouse Canada Inc. | 530.3K | 1.2% |
| Sumitomo Mitsui Trust Group, Inc. | 491.0K | 1.1% |
| MACKENZIE FINANCIAL CORP | 481.0K | 1.1% |
| Crossmark Global Holdings, Inc. | 455.5K | 1.0% |
| Live Oak Private Wealth LLC | 430.8K | 0.9% |
| CITIGROUP INC | 357.5K | 0.8% |
| PNC Financial Services Group, Inc. | 346.0K | 0.8% |
| ABC ARBITRAGE SA | 346.0K | 0.8% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 343.6K | 0.8% |
| TRUIST FINANCIAL CORP | 335.5K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Sold Out | 433.6K | 0 | -433.6K |
| DAVENPORT & Co LLC | Increased | 943.9K | 1.2M | +261.3K |
| IMC-Chicago, LLC | Increased | 46.9K | 260.2K | +213.2K |
| ABC ARBITRAGE SA | Increased | 177.9K | 346.0K | +168.1K |
| ASSETMARK, INC | Reduced | 1.7M | 1.6M | -153.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.3M | 2.4M | +140.6K |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | New | 0 | 137.4K | +137.4K |
| JCIC Asset Management Inc. | Reduced | 131.3K | 235 | -131.0K |
| Creative Planning | Increased | 1.8M | 2.0M | +130.0K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 618.4K | 491.0K | -127.5K |
| Arnhold LLC | Reduced | 835.4K | 710.9K | -124.4K |
| BARCLAYS PLC | Increased | 69.4K | 187.8K | +118.4K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 216.0K | 108.8K | -107.2K |
| QUADRANT CAPITAL GROUP LLC | Reduced | 305.4K | 213.5K | -91.9K |
| Savant Capital, LLC | Increased | 96.5K | 186.8K | +90.3K |
| Catalyst Capital Advisors LLC | New | 0 | 88.3K | +88.3K |
| Ethic Inc. | Increased | 516.6K | 582.1K | +65.5K |
| Bank of New York Mellon Corp | Increased | 725.7K | 785.6K | +60.0K |
| TD Waterhouse Canada Inc. | Increased | 471.3K | 530.3K | +59.0K |
| Vise Technologies, Inc. | Increased | 171.2K | 219.9K | +48.7K |
| CITIGROUP INC | Increased | 326.2K | 357.5K | +31.3K |
| Crossmark Global Holdings, Inc. | Reduced | 484.9K | 455.5K | -29.4K |
| Provenance Wealth Advisors, LLC | New | 0 | 28.8K | +28.8K |
| CAMBIAR INVESTORS LLC | Reduced | 606.2K | 578.1K | -28.1K |
| Pictet North America Advisors SA | Increased | 1.7M | 1.7M | +24.0K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | Sold Out | 23.9K | 0 | -23.9K |
| Kestra Advisory Services, LLC | Increased | 72.1K | 95.2K | +23.2K |
| Dynamic Advisor Solutions LLC | New | 0 | 23.0K | +23.0K |
| Opal Wealth Advisors, LLC | New | 0 | 22.6K | +22.6K |
| CABOT WEALTH MANAGEMENT INC | Reduced | 854.1K | 831.6K | -22.6K |
| Compound Planning, Inc. | Increased | 106.1K | 128.4K | +22.4K |
| CapWealth Advisors, LLC | Increased | 662.2K | 683.9K | +21.7K |
| FNY Investment Advisers, LLC | Increased | 40.0K | 60.0K | +20.0K |
| Seed Wealth Management, Inc. | Sold Out | 19.6K | 0 | -19.6K |
| Bahl & Gaynor LLC | New | 0 | 18.0K | +18.0K |
| Visionary Wealth Advisors | New | 0 | 17.6K | +17.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 75.7K | 91.9K | +16.1K |
| StoneX Group Inc. | New | 0 | 16.0K | +16.0K |
| Atria Investments, Inc | Increased | 196.5K | 212.6K | +16.0K |
| PNC Financial Services Group, Inc. | Increased | 332.4K | 346.0K | +13.6K |
| Pacific Excel Wealth Advisors, Inc. | Sold Out | 13.6K | 0 | -13.6K |
| US BANCORP \DE\ | Reduced | 777.6K | 764.5K | -13.1K |
| South Shore Capital Advisors | Sold Out | 13.0K | 0 | -13.0K |
| CogentBlue Wealth Advisors, LLC | Sold Out | 12.7K | 0 | -12.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | New | 0 | 12.6K | +12.6K |
| Thrivent Financial for Lutherans | Reduced | 3.5M | 3.5M | -12.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | Sold Out | 12.0K | 0 | -12.0K |
| PARK AVENUE SECURITIES LLC | Reduced | 173.7K | 161.7K | -11.9K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 31.7K | 42.9K | +11.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 1.2M | 1.2M | +10.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | Increased | 151.5K | 162.0K | +10.5K |
| Center For Asset Management LLC | Sold Out | 10.3K | 0 | -10.3K |
| Eagle Bay Advisors LLC | New | 0 | 10.3K | +10.3K |
| ABN AMRO INVESTMENT SOLUTIONS | Reduced | 60.5K | 50.4K | -10.1K |
| Cypress Capital Group | New | 0 | 10.0K | +10.0K |
| SIGNATUREFD, LLC | Increased | 146.6K | 156.4K | +9.8K |
| Gerber Kawasaki Wealth & Investment Management | New | 0 | 9.6K | +9.6K |
| Trek Financial, LLC | New | 0 | 9.5K | +9.5K |
| Balefire, LLC | New | 0 | 9.4K | +9.4K |
| Kathmere Capital Management, LLC | Increased | 21.4K | 30.7K | +9.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.