Sony Group (SONY) Institutional Ownership

$81.65
-3.19 (-3.76%)
(As of 05/7/2024 ET)

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

Current
Institutional Ownership
Percentage
14.05%
Number of
Institutional Buyers
(last 12 months)
363
Total
Institutional Inflows
(last 12 months)
$966.02M
Number of
Institutional Sellers
(last 12 months)
233
Total
Institutional Outflows
(last 12 months)
$769.62M
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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
5/7/2024Sei Investments Co.590,712$50.65M0.1%+4.7%0.048%
5/7/2024Atomi Financial Group Inc.7,941$681K0.1%+10.8%0.001%
5/7/2024Foyston Gordon & Payne Inc35,777$3.07M0.7%-1.7%0.003%
5/7/2024Mondrian Investment Partners LTD2,558,527$220.03M3.1%+43.4%0.207%
5/7/2024Highland Capital Management LLC47,581$4.08M0.2%-0.9%0.004%
5/7/2024Capital Wealth Planning LLC11,735$1.01M0.0%-14.1%0.001%
5/7/2024Oppenheimer Asset Management Inc.94,009$8.06M0.1%-3.0%0.008%
5/7/2024Oppenheimer & 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%
4/30/2024 Perigon Wealth Management LLC2,918$250K0.0%+17.3%0.000%
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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%
4/26/2024 First Personal Financial Services29,105$2.50M0.6%+35.2%0.002%
4/26/2024 Checchi Capital Advisers LLC5,663$486K0.0%-13.0%0.000%
4/25/2024 Lindbrook Capital LLC4,139$355K0.0%-18.7%0.000%
4/25/2024 WCM Investment Management LLC16,614$1.42M0.0%-6.0%0.001%
4/25/2024 Aaron Wealth Advisors LLC7,281$624K0.1%+22.3%0.001%
4/25/2024 Valeo Financial Advisors LLC6,024$498K0.0%+4.7%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.23,802$2.04M0.0%+2.4%0.002%
4/24/2024 SOL Capital Management CO16,475$1.41M0.2%+1.1%0.001%
4/24/2024 Simplicity Wealth LLC9,067$777K0.0%N/A0.001%
4/23/2024 Absher Wealth Management LLC8,497$729K0.1%-5.1%0.001%
4/23/2024 Live Oak Private Wealth LLC79,826$6.84M1.2%+4.9%0.006%
4/23/2024 Fifth Third Bancorp43,492$3.73M0.0%-1.4%0.004%
4/23/2024 Summit Trail Advisors LLC6,051$519K0.0%+22.2%0.000%
4/23/2024 Hanson & Doremus Investment Management14,999$1.29M0.2%-6.3%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.18,399$1.58M0.0%-0.9%0.001%
4/22/2024 Raymond James & Associates299,305$25.66M0.0%-3.6%0.024%
4/22/2024 Everpar Advisors LLC4,701$403K0.2%-50.9%0.000%
4/19/2024 First Trust Direct Indexing L.P.25,579$2.19M0.2%-5.9%0.002%
4/19/2024 Norden Group LLC88,902$7.62M0.1%+3,911.8%0.007%
4/19/2024 Bourgeon Capital Management LLC13,690$1.17M0.2%+21.3%0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.142,514$12.22M0.0%+26.0%0.012%
4/18/2024 Naviter Wealth LLC25,505$2.19M0.4%+16.4%0.002%
4/18/2024 Allspring Global Investments Holdings LLC4,852$416K0.0%+130.5%0.000%
4/18/2024 Hexagon Capital Partners LLC749$64K0.0%+20.6%0.000%
4/18/2024 Park Place Capital Corp2,976$255K0.1%-40.7%0.000%
4/18/2024 BKM Wealth Management LLC7,155$613K0.3%+19.8%0.001%
4/18/2024 Successful Portfolios LLC23,955$2.05M1.4%-9.3%0.002%
4/18/2024 Optas LLC4,128$354K0.1%-24.6%0.000%
4/17/2024 Deltec Asset Management LLC3,000$257K0.1%-25.0%0.000%
4/16/2024 Register Financial Advisors LLC1,044$90K0.0%N/A0.000%
4/16/2024 Scharf Investments LLC18,323$1.57M0.0%+3.9%0.001%
4/15/2024 Sunbelt Securities Inc.333$29K0.0%N/A0.000%
4/15/2024 Atlas Capital Advisors LLC3,434$294K0.0%-4.2%0.000%
4/15/2024 Richelieu Gestion SA2,726$234K0.2%-26.8%0.000%
4/11/2024 Ballentine Partners LLC10,787$925K0.0%+18.8%0.001%
4/11/2024 BTC Capital Management Inc.13,303$1.14M0.1%N/A0.001%
4/10/2024 Atwood & Palmer Inc.258,618$22.17M1.7%+0.9%0.021%
4/10/2024 Park Avenue Securities LLC49,138$4.21M0.1%-6.3%0.004%
4/9/2024 Cardinal Capital Management Inc.297,851$25.54M1.1%+0.3%0.024%
4/9/2024 Rise Advisors LLC352$30K0.0%+259.2%0.000%
4/9/2024 Mather Group LLC.1,053$100K0.0%N/A0.000%
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4/5/2024 GAMMA Investing LLC4,604$395K0.1%+7.2%0.000%
4/5/2024 Compass Wealth Management LLC900$77K0.0%N/A0.000%
4/5/2024 CWM LLC74,401$6.38M0.1%-14.4%0.006%
4/3/2024 Arden Trust Co6,134$526K0.1%-15.9%0.000%
4/3/2024 Timber Creek Capital Management LLC52,428$4.50M1.4%+35.7%0.004%
4/1/2024 Confluence Investment Management LLC8,293$711K0.0%N/A0.001%
3/27/2024Nomura Holdings Inc.10,000$947K0.0%-93.1%0.001%
3/26/2024HighPoint Advisor Group LLC2,607$247K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.56,592$5.36M0.0%-46.0%0.005%
3/15/2024B. Riley Wealth Advisors Inc.6,814$645K0.0%-34.1%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, 609 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 527 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), Theleme Partners LLP ($672.75K), and Avala Global LP ($607.49K).

How much institutional buying is happening at Sony Group?

Institutional investors have bought a total of 25,861,798 shares in the last 24 months. This purchase volume represents approximately $2.13B in transactions.

Which Sony Group major shareholders have been selling company stock?

Of the 355 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 ($4.11M), DAVENPORT & Co LLC ($1.75M), Primecap Management Co. CA ($1.67M), Aristotle Capital Management LLC ($1.53M), 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 19,222,263 shares in the last 24 months. This volume of shares sold represents approximately $1.63B in transactions.


This page (NYSE:SONY) was last updated on 5/8/2024 by MarketBeat.com Staff

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