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Sony (SONY) Institutional Ownership

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$20.10 +0.21 (+1.03%)
Closing price 05/8/2026 03:58 PM Eastern
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$20.26 +0.16 (+0.80%)
As of 05/8/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
533
Total
Institutional Inflows
(last 12 months)
$2.28B
Number of
Institutional Sellers
(last 12 months)
353
Total
Institutional Outflows
(last 12 months)
$1.86B
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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
5/8/2026 PNC Financial Services Group Inc.325,068$6.73M0.0%+8.7%0.005%
5/8/2026 Madison Asset Management LLC79,712$1.65M0.0%+7.1%0.001%
5/7/2026 WCM Investment Management LLC1,949,592$38.84M0.1%+337.6%0.033%
5/7/2026 Dimensional Fund Advisors LP2,225,380$46.07M0.0%-1.1%0.037%
5/7/2026 Parallel Advisors LLC36,255$750K0.0%+10.8%0.001%
5/7/2026 Boston Common Asset Management LLC321,630$6.66M0.4%+10.7%0.005%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,736$36K0.0%+56.5%0.000%
5/6/2026 Future Fund LLC39,951$827K0.3%+22.9%0.001%
5/6/2026 Gryphon Financial Partners LLC10,717$222K0.0%N/A0.000%
5/6/2026 Assetmark Inc.1,661,788$34.40M0.1%-1.7%0.028%
5/6/2026 Gallacher Capital Management LLC22,683$470K0.2%+4.9%0.000%
5/6/2026 Angeles Wealth Management LLC10,872$225K0.0%+32.9%0.000%
5/6/2026 Bessemer Group Inc.16,158$334K0.0%+89.4%0.000%
5/6/2026 Allspring Global Investments Holdings LLC118,546$2.50M0.0%-94.5%0.002%
5/6/2026 Prosperity Consulting Group LLC57,324$1.19M0.1%-8.7%0.001%
5/5/2026 Delta Financial Advisors LLC11,800$244K0.1%N/A0.000%
5/5/2026 Marks Group Wealth Management Inc72,156$1.49M0.1%-11.5%0.001%
5/5/2026 Bank of New York Mellon Corp727,569$15.06M0.0%+10.9%0.012%
5/5/2026 SouthState Bank Corp687,517$14.23M0.7%-2.3%0.012%
5/5/2026 Sanctuary Advisors LLC235,014$4.87M0.0%-0.9%0.004%
5/5/2026 Checchi Capital Advisers LLC29,271$606K0.0%-4.2%0.000%
5/4/2026 Calamos Advisors LLC72,607$1.50M0.0%-3.6%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management28,009$580K0.0%-24.6%0.000%
5/4/2026 Bleakley Financial Group LLC94,828$1.96M0.0%+6.8%0.002%
5/4/2026 Parr Mcknight Wealth Management Group LLC25,252$523K0.1%-2.9%0.000%
5/4/2026 Y.D. More Investments Ltd27,900$578K0.0%-64.6%0.000%
5/4/2026 J. Safra Sarasin Holding AG110,581$2.29M0.0%+5.9%0.002%
5/2/2026 Diversify Wealth Management LLC81,405$1.61M0.0%+20.4%0.001%
5/1/2026 Ferguson Wellman Capital Management Inc.1,156,193$23.93M0.3%N/A0.019%
5/1/2026 Fifth Third Bancorp112,625$2.33M0.0%-5.0%0.002%
5/1/2026 Sequoia Financial Advisors LLC171,616$3.55M0.0%+37.1%0.003%
5/1/2026 Independence Bank of Kentucky5,000$104K0.0%+1,892.0%0.000%
4/30/2026 Stiles Financial Services Inc45,715$946K0.3%-2.1%0.001%
4/30/2026 Hsbc Holdings PLC15,836$327K0.0%+22.1%0.000%
4/30/2026 Whipplewood Advisors LLC1,550$32K0.0%N/A0.000%
4/30/2026 First Horizon Corp17,999$373K0.0%-3.0%0.000%
4/30/2026 Kestra Advisory Services LLC154,897$3.21M0.0%-13.2%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.822,042$17.02M0.0%-15.5%0.014%
4/30/2026 Personal CFO Solutions LLC31,600$654K0.1%-17.9%0.001%
4/29/2026 Jackson Thornton Wealth Management LLC9,685$204K0.0%N/A0.000%
4/29/2026 Resonant Capital Advisors LLC21,815$452K0.0%+79.0%0.000%
4/29/2026 Integrated Advisors Network LLC22,925$475K0.0%+6.3%0.000%
4/29/2026 Sage Rhino Capital LLC24,268$502K0.1%-3.3%0.000%
4/28/2026 Kathmere Capital Management LLC22,787$472K0.0%-33.8%0.000%
4/28/2026 Abel Hall LLC13,437$278K0.1%+22.3%0.000%
4/28/2026 Stephens Inc. AR9,753$202K0.0%-34.8%0.000%
4/28/2026 Hardy Reed LLC18,446$382K0.0%+3.3%0.000%
4/28/2026 V Square Quantitative Management LLC3,809$79K0.0%+262.8%0.000%
4/28/2026 QRG Capital Management Inc.361,696$7.49M0.1%-8.1%0.006%
4/27/2026 Oxbow Advisors LLC145,802$3.02M0.3%N/A0.002%
4/27/2026 HB Wealth Management LLC41,912$868K0.0%-21.4%0.001%
4/27/2026 PFG Investments LLC11,277$233K0.0%-8.9%0.000%
4/27/2026 World Investment Advisors23,915$495K0.0%-28.6%0.000%
4/27/2026 Private Advisor Group LLC38,079$788K0.0%+4.2%0.001%
4/27/2026 Optas LLC17,357$359K0.1%-7.2%0.000%
4/27/2026 Y Intercept Hong Kong Ltd295,454$6.12M0.1%+338.7%0.005%
4/27/2026 Leonteq Securities AG16,296$337K0.0%-76.0%0.000%
4/27/2026 Elevation Point Wealth Partners LLC22,748$471K0.0%-17.1%0.000%
4/27/2026 Sound Income Strategies LLC1,802$38K0.0%-32.9%0.000%
4/25/2026 Livet Wealth LLC12,329$255K0.2%-8.0%0.000%
4/25/2026 Keybank National Association OH135,426$2.80M0.0%+31.2%0.002%
4/25/2026 Mitchell & Pahl Private Wealth LLC41,568$860K0.3%+3.1%0.001%
4/24/2026 Root Financial Partners LLC1,406$29K0.0%-58.6%0.000%
4/24/2026 Key Financial Inc24,867$515K0.1%+2.5%0.000%
4/23/2026 SJS Investment Consulting Inc.2,638$55K0.0%+92.7%0.000%
4/23/2026 Klein Pavlis & Peasley Financial Inc.106,101$2.20M1.2%+26.4%0.002%
4/23/2026 Apollon Wealth Management LLC31,141$645K0.0%+25.6%0.001%
4/22/2026 Princeton Global Asset Management LLC207,343$4.29M0.7%+0.3%0.003%
4/22/2026 Janney Montgomery Scott LLC121,992$2.53M0.0%-0.9%0.002%
4/22/2026 BKM Wealth Management LLC28,295$586K0.2%+18.2%0.000%
4/22/2026 Traveka Wealth LLC13,758$285K0.1%-7.5%0.000%
4/22/2026 Sterling Capital Management LLC42,761$885K0.0%-6.9%0.001%
4/22/2026 Venturi Wealth Management LLC37,316$772K0.0%-5.5%0.001%
4/21/2026 Laurel Oak Wealth Management LLC12,864$266K0.0%-11.4%0.000%
4/21/2026 Aaron Wealth Advisors LLC85,664$1.77M0.1%+27.9%0.001%
4/20/2026 Ritholtz Wealth Management185,233$3.83M0.1%-28.4%0.003%
4/20/2026 BTC Capital Management Inc.154,232$3.19M0.2%+57.1%0.003%
4/20/2026 Live Oak Private Wealth LLC454,318$9.40M1.3%+3.5%0.008%
4/20/2026 Blue Trust Inc.31,099$644K0.0%-6.3%0.001%
4/20/2026 Fifth Third Wealth Advisors LLC11,528$239K0.0%+31.1%0.000%
4/18/2026 CENTRAL TRUST Co2,060$43K0.0%-25.9%0.000%
4/17/2026 Baker Ellis Asset Management LLC10,525$218K0.0%-32.2%0.000%
4/17/2026 Anchyra Partners LLC24,753$512K0.2%+13.8%0.000%
4/17/2026 Hanson & Doremus Investment Management55,410$1.15M0.1%-1.5%0.001%
4/16/2026 SG Americas Securities LLC44,657$924K0.0%+32.2%0.001%
4/16/2026 Evolve Private Wealth LLC25,839$535K0.0%+27.2%0.000%
4/16/2026 Baron Wealth Management LLC9,854$204K0.1%-42.9%0.000%
3/20/2026 Hsbc Holdings PLC12,966$332K0.0%+45.1%0.000%
3/17/2026Rockefeller Capital Management L.P.563,186$14.42M0.0%+47.7%0.009%
3/13/2026 World Investment Advisors33,483$857K0.0%+50.0%0.001%
3/9/2026Corient Private Wealth LLC287,778$7.38M0.0%-8.0%0.005%
3/4/2026Rehmann Capital Advisory Group26,190$672K0.0%+9.0%0.000%
3/4/2026 SHP Wealth Management1,305$33K0.0%N/A0.000%
3/3/2026Ovata Capital Management Ltd20,000$514K0.1%-25.9%0.000%
2/25/2026MidFirst Bank4,494$115K0.0%N/A0.000%
2/23/2026Virtu Financial LLC56,486$1.45M0.1%+168.4%0.001%
2/20/2026 Dorsey Wright & Associates56,015$1.43M0.3%N/A0.001%
2/20/2026White Knight Strategic Wealth Advisors LLC15,925$408K0.3%+9.1%0.000%
2/19/2026Compound Planning Inc.116,478$2.98M0.1%+5.9%0.002%
2/19/2026Invesco Ltd.786,469$20.13M0.0%-7.4%0.013%


SONY Institutional Ownership - Frequently Asked Questions

During the previous two years, 849 institutional investors and hedge funds held shares of Sony. The most heavily invested institutionals were Fisher Asset Management LLC ($2.79B), Primecap Management Co. CA ($1.49B), Aristotle Capital Management LLC ($1.15B), Morgan Stanley ($578.65M), Bank of America Corp DE ($445.34M), Mondrian Investment Partners LTD ($225.79M), 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 812 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 ($61.14M), Aristotle Capital Management LLC ($42.08M), Bank of America Corp DE ($18.82M), 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 85,689,884 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

Of the 353 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 ($35.66M), Aristotle Capital Management LLC ($4.10M), Goldman Sachs Group Inc. ($2.31M), Allspring Global Investments Holdings LLC ($2.18M), Bank of America Corp DE ($2.00M), Cardinal Capital Management Inc. ($1.58M), and Gamco Investors INC. ET AL ($1.35M).

Institutional investors have sold a total of 70,714,836 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.


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This page (NYSE:SONY) was last updated on 5/10/2026 by MarketBeat.com Staff.
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