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Sony (SONY) Institutional Ownership

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$26.66 +0.18 (+0.66%)
Closing price 03:59 PM Eastern
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$26.73 +0.07 (+0.24%)
As of 07:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sony (NYSE:SONY)

Current
Institutional Ownership
Percentage
14.05%
Number of
Institutional Buyers
(last 12 months)
411
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
272
Total
Institutional Outflows
(last 12 months)
$654.53M
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SONY Institutional Buying and Selling by Quarter

Sony Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2026Benjamin Edwards Inc.80,886$1.90M0.0%-31.6%0.001%
11/12/2026First Trust Advisors LP164,006$3.86M0.0%+13.2%0.003%
11/12/2026BNP Paribas8,000$191K0.0%N/A0.000%
11/12/2026Jackson Thornton Wealth Management LLC18,119$426K0.0%+3.6%0.000%
11/12/2026State Street Corp129,181$3.04M0.0%-50.5%0.002%
11/11/2026 Advisors Asset Management Inc.67,762$1.59M0.0%N/A0.001%
11/11/2026 Private Advisor Group LLC52,612$1.24M0.0%+81.7%0.001%
11/11/2026 Focus Advisor Solutions LLC35,354$832K0.0%+22.2%0.001%
11/11/2026 Boston Partners425,557$10.03M0.0%+14.6%0.007%
11/11/2026 Independent Advisor Alliance30,731$795K0.0%+21.2%0.001%
11/10/2026 OneAscent Financial Services LLC10,556$248K0.0%-8.3%0.000%
11/10/2026 Composition Wealth LLC47,911$1.13M0.0%+8.9%0.001%
11/10/2026 Global Retirement Partners LLC49,186$1.16M0.0%+8.2%0.001%
11/10/2026 Cibc World Market Inc.74,486$1.75M0.0%-56.5%0.001%
11/10/2026 HighTower Advisors LLC235,144$5.53M0.0%+6.4%0.004%
11/10/2026 Figure 8 Investment Strategies LLC74,131$1.74M1.5%+5.1%0.001%
11/9/2026 Alberta Investment Management Corp1,550,000$36.47M0.2%-22.2%0.026%
11/9/2026 West Family Investments Inc.23,656$557K0.1%+3.2%0.000%
11/9/2026 Bessemer Group Inc.166,430$3.92M0.0%+17.8%0.003%
11/9/2026 Hantz Financial Services Inc.290,003$6.82M0.1%+22.8%0.005%
11/9/2026 Harbour Investments Inc.4,011$94K0.0%-48.7%0.000%
11/9/2026 Optas LLC18,613$438K0.1%+5.2%0.000%
11/9/2026 AlTi Global Inc.15,245$360K0.0%N/A0.000%
11/9/2026 Phoenix Financial Ltd.18,000$425K0.0%+25.9%0.000%
11/9/2026 Drive Wealth Management LLC9,392$221K0.0%-16.0%0.000%
11/7/2026 Diversified Trust Co10,756$253K0.0%+4.1%0.000%
11/6/2026 Moors & Cabot Inc.30,431$716K0.0%+2.6%0.001%
11/6/2026 Allworth Financial LP19,448$458K0.0%+20.3%0.000%
11/6/2026 Fisher Asset Management LLC113,614,725$2.67B0.8%+1.2%1.923%
11/6/2026 Russell Investments Group Ltd.122,805$2.89M0.0%+365.1%0.002%
11/6/2026 Fifth Third Bancorp100,149$2.36M0.0%-1.0%0.002%
11/5/2026 Cabot Wealth Management Inc.831,569$19.57M1.8%-2.6%0.014%
11/5/2026 Ritholtz Wealth Management188,044$4.43M0.1%-2.9%0.003%
11/5/2026 First Command Advisory Services Inc.2,614$62K0.0%+317.6%0.000%
11/5/2026 Bahl & Gaynor LLC18,000$424K0.0%N/A0.000%
11/5/2026 Lido Advisors LLC28,827$678K0.0%-6.1%0.000%
11/5/2026 Keybank National Association OH162,030$3.81M0.0%+6.9%0.003%
11/4/2026 71 West Capital Partners11,754$277K0.0%+4.5%0.000%
11/4/2026 Allspring Global Investments Holdings LLC79,907$1.88M0.0%-0.7%0.001%
11/4/2026 Hohimer Wealth Management LLC34,586$814K0.1%+6.7%0.001%
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11/4/2026 Brighton Jones LLC26,494$623K0.0%+11.7%0.000%
11/3/2026 Ethic Inc.582,146$13.70M0.2%+12.7%0.010%
11/3/2026 StoneX Group Inc.16,045$376K0.0%N/A0.000%
11/3/2026 Parallel Advisors LLC44,187$1.04M0.0%+14.4%0.001%
11/3/2026 May Hill Capital LLC31,797$748K0.1%+25.1%0.001%
11/3/2026 Heritage Family Offices LLP8,436$199K0.1%-37.8%0.000%
11/3/2026 Waldron Private Wealth LLC95,604$2.25M0.1%-0.5%0.002%
11/2/2026 Argonautica Private Wealth Management Inc.28,976$682K0.2%+6.0%0.000%
11/2/2026 Kestra Advisory Services LLC95,245$2.24M0.0%+32.1%0.002%
11/2/2026 Commonwealth Equity Services LLC145,248$3.42M0.0%-0.6%0.002%
10/31/2026 Ascent Group LLC11,901$280K0.0%-21.8%0.000%
10/30/2026 Third View Private Wealth LLC21,475$505K0.1%-9.5%0.000%
10/30/2026 Provenance Wealth Advisors LLC28,848$679K0.0%N/A0.000%
10/30/2026 Gallacher Capital Management LLC11,552$272K0.2%-37.6%0.000%
10/30/2026 Stiles Financial Services Inc45,191$1.06M0.3%-7.4%0.001%
10/30/2026 Gerber Kawasaki Wealth & Investment Management9,581$225K0.0%N/A0.000%
10/29/2026 Salomon & Ludwin LLC3,994$94K0.0%+63.0%0.000%
10/29/2026 Trek Financial LLC9,544$225K0.0%N/A0.000%
10/29/2026 Greenleaf Trust43,780$1.03M0.0%-15.4%0.001%
10/29/2026 Vise Technologies Inc.219,870$5.17M0.0%+28.5%0.004%
10/29/2026 MGO One Seven LLC19,416$457K0.0%+22.8%0.000%
10/29/2026 Aprio Wealth Management LLC26,120$615K0.0%+29.4%0.000%
10/28/2026 Choreo LLC111,733$2.63M0.0%-0.7%0.002%
10/28/2026 D.A. Davidson & CO.9,008$212K0.0%N/A0.000%
10/27/2026 Latitude Advisors LLC1,530$36K0.0%N/A0.000%
10/27/2026 SYM FINANCIAL Corp16,611$391K0.0%+16.1%0.000%
10/27/2026 Angeles Wealth Management LLC13,009$306K0.0%+4.9%0.000%
10/26/2026 Oppenheimer & Co. Inc.180,065$4.24M0.0%+1.7%0.003%
10/26/2026 Arnhold LLC710,915$16.73M1.2%-14.9%0.012%
10/26/2026 Park Avenue Securities LLC161,726$3.81M0.0%-6.9%0.003%
10/24/2026 Apollon Wealth Management LLC34,698$816K0.0%+4.1%0.001%
10/23/2026 Signaturefd LLC156,398$3.68M0.0%+6.7%0.003%
10/23/2026 Sowell Financial Services LLC14,216$334K0.0%+29.2%0.000%
10/23/2026 Mondrian Investment Partners LTD12,270,191$294.49M6.4%0.0%0.208%
10/23/2026 Evergreen Capital Management LLC112,851$2.66M0.0%+5.1%0.002%
10/23/2026 Gibbs Wealth Management19,472$458K0.0%+7.7%0.000%
10/23/2026 West Financial Advisors LLC1,379$32K0.0%N/A0.000%
10/22/2026 Root Financial Partners LLC4,915$116K0.0%N/A0.000%
10/21/2026 Axxcess Wealth Management LLC12,572$296K0.0%N/A0.000%
10/21/2026 Crossmark Global Holdings Inc.455,476$10.72M0.1%-6.1%0.008%
10/21/2026 Inlet Private Wealth LLC268,600$6.32M1.5%+0.3%0.005%
10/21/2026 Sowell Financial Services LLC14,216$334K0.0%+29.2%0.000%
10/21/2026 Quadrant Capital Group LLC213,460$5.19M0.1%-30.1%0.004%
10/21/2026 Physician Wealth Advisors Inc.1,811$43K0.0%+29.6%0.000%
10/21/2026 Integrated Advisors Network LLC16,854$397K0.0%-13.8%0.000%
10/21/2026 Diversify Advisory Services LLC74,645$1.84M0.0%+1.4%0.001%
10/20/2026 55 North Private Wealth LLC15,709$370K0.1%+21.9%0.000%
10/19/2026 Abel Hall LLC28,271$665K0.1%+31.9%0.000%
10/17/2026 IFP Advisors Inc4,605$108K0.0%-31.5%0.000%
10/17/2026 Delta Capital Management LLC151,830$3.57M1.1%-2.8%0.003%
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Others paid $500 for the Snapback Indicator. This Black Friday, it's available for just $7. Base Camp Trading's Thomas Wood calls it one of the firm's most powerful proprietary trading indicators, and says the company has never run a deal like this before. There are no strings attached, just a steep Black Friday discount on a tool built for traders.tc pixel

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10/17/2026 Frank Rimerman Advisors LLC85,272$2.01M0.1%+1.6%0.001%
10/17/2026 Penbrook Management LLC69,500$1.64M1.0%+1.5%0.001%
10/16/2026 Vontobel Holding Ltd.80,766$1.90M0.0%-7.8%0.001%
10/16/2026 TD Waterhouse Canada Inc.530,320$12.46M0.0%+12.5%0.009%
10/16/2026 Opal Wealth Advisors LLC22,620$532K0.1%N/A0.000%
10/16/2026 Eagle Bay Advisors LLC10,254$241K0.2%N/A0.000%
10/16/2026 Ellsworth Advisors LLC110,327$2.60M0.4%+1.7%0.002%
10/14/2026 Mitchell & Pahl Private Wealth LLC45,605$1.07M0.4%+6.4%0.001%
10/14/2026 Thurston Springer Miller Herd & Titak Inc.2,340$55K0.1%-62.7%0.000%
10/9/2026 GK Wealth Management LLC1,910$45K0.0%N/A0.000%


SONY Institutional Ownership - Frequently Asked Questions

During the previous two years, 851 institutional investors and hedge funds held shares of Sony. The most heavily invested institutionals were Fisher Asset Management LLC ($2.67B), Primecap Management Co. CA ($1.49B), Aristotle Capital Management LLC ($909.50M), Morgan Stanley ($578.65M), Bank of America Corp DE ($351.75M), Mondrian Investment Partners LTD ($294.49M), and Capital International Investors ($191.53M).Learn more on Sony's institutional investors.

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

Of the 822 institutional investors that purchased Sony's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Primecap Management Co. CA ($80.72M), Fisher Asset Management LLC ($62.54M), Aristotle Capital Management LLC ($42.08M), Bank of America Corp DE ($20.24M), Mondrian Investment Partners LTD ($17.50M), Fiduciary Management Inc. WI ($8.16M), and Northern Trust Corp ($6.78M).

Institutional investors have bought a total of 41,071,192 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

Of the 263 institutional investors that sold Sony's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Primecap Management Co. CA ($6.14M), Aristotle Capital Management LLC ($5.25M), Allspring Global Investments Holdings LLC ($2.18M), Bank of America Corp DE ($1.08M), Mondrian Investment Partners LTD ($892.20K), Gamco Investors INC. ET AL ($629.50K), and Cardinal Capital Management Inc. ($598.27K).

Institutional investors have sold a total of 26,027,523 shares in the last 24 months. This volume of shares sold represents approximately $654.53M in transactions.


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Institutional ownership data for NYSE:SONY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/12/2026. New 13F filings are added each quarter as they're published.
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