Vault-13

SONY GROUP CORP SONY

SPONSORED ADR · ADR · CUSIP 835699307 · ISIN US8356993076

Japanese multinational conglomerate corporation

759 institutional holders +9 vs Q1 2025
460,051,620460.1m shares reported held*
$12.0bnreported value*
83 new 282 added 224 reduced 70 sold out net sold ≈ $8.4m (-218.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.02. Options: 18 managers hold calls ($83.3m notional), 15 hold puts ($71.1m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 531Q4 22: 580Q1 23: 607Q2 23: 631Q3 23: 618Q4 23: 657Q1 24: 650Q2 24: 652Q3 24: 660Q4 24: 721Q1 25: 750Q2 25: 759759Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022531
Q4 2022580
Q1 2023607
Q2 2023631
Q3 2023618
Q4 2023657
Q1 2024650
Q2 2024652
Q3 2024660
Q4 2024721
Q1 2025750
Q2 2025759

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 272 bought or addedQ3 23: 266 cut or sold outQ4 23: 303 bought or addedQ4 23: 256 cut or sold outQ4 23Q1 24: 286 bought or addedQ1 24: 304 cut or sold outQ2 24: 273 bought or addedQ2 24: 302 cut or sold outQ2 24Q3 24: 327 bought or addedQ3 24: 254 cut or sold outQ4 24: 326 bought or addedQ4 24: 289 cut or sold outQ4 24Q1 25: 313 bought or addedQ1 25: 346 cut or sold outQ2 25: 365 bought or addedQ2 25: 294 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023272266
Q4 2023303256
Q1 2024286304
Q2 2024273302
Q3 2024327254
Q4 2024326289
Q1 2025313346
Q2 2025365294

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150m$200mQ3 24 calls: $189.1mQ3 24 puts: $197.2mQ3 24P/C 1.04Q4 24 calls: $158.2mQ4 24 puts: $148.2mQ4 24P/C 0.94Q1 25 calls: $82.8mQ1 25 puts: $82.1mQ1 25P/C 0.99Q2 25 calls: $83.3mQ2 25 puts: $71.1mQ2 25P/C 0.85
Numbers
QuarterCallsPutsP/C
Q3 2024$189.1m$197.2m1.04
Q4 2024$158.2m$148.2m0.94
Q1 2025$82.8m$82.1m0.99
Q2 2025$83.3m$71.1m0.85

Biggest buyers

Fisher Asset Management, LLC Added +16,280,542+16.3m
ROYAL BANK OF CANADA Added +6,758,829+6.8m
NATIXIS ADVISORS, LLC Added +3,557,003+3.6m
MORGAN STANLEY Added +3,372,380+3.4m
Allspring Global Investments Holdings, LLC Added +1,926,156+1.9m
Capital International Investors Added +1,702,278+1.7m
CITADEL ADVISORS LLC New +1,320,979+1.3m
Qube Research & Technologies Ltd New +1,001,078+1.0m
ASSETMARK, INC Added +936,441+936.4k
UBS Group AG Added +834,537+834.5k

Biggest sellers

PRIMECAP MANAGEMENT CO/CA/ Reduced -23,218,035-23.2m
BlackRock, Inc. Reduced -3,792,480-3.8m
WELLINGTON MANAGEMENT GROUP LLP Reduced -2,956,050-3.0m
FIDUCIARY MANAGEMENT INC /WI/ Reduced -1,526,666-1.5m
MILLENNIUM MANAGEMENT LLC Reduced -1,219,672-1.2m
Aristotle Capital Management, LLC Reduced -1,046,277-1.0m
BANK OF AMERICA CORP /DE/ Reduced -917,484-917.5k
LMR Partners LLP Reduced -863,008-863.0k
Theleme Partners LLP Sold out -525,000-525.0k
CITIGROUP INC Reduced -480,709-480.7k

Biggest calls

PEAK6 LLC Added $12.9m494.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $11.8m455.1k shares
JANE STREET GROUP, LLC Added $10.7m409.3k shares
MILLENNIUM MANAGEMENT LLC Added $10.1m387.7k shares
IMC-Chicago, LLC Reduced $9.5m364.7k shares
CITADEL ADVISORS LLC Reduced $7.4m284.9k shares
SIMPLEX TRADING, LLC Reduced $4.4m168.8k shares
GROUP ONE TRADING LLC Added $4.1m156.3k shares
Twin Tree Management, LP Reduced $3.7m140.6k shares
Walleye Trading LLC Added $2.7m105.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $17.6m676.1k shares
MILLENNIUM MANAGEMENT LLC Added $12.8m490.8k shares
Twin Tree Management, LP Reduced $10.0m382.9k shares
CITADEL ADVISORS LLC Reduced $7.9m303.5k shares
GROUP ONE TRADING LLC Added $5.5m209.6k shares
UBS Group AG Unchanged $5.2m200.0k shares
SIMPLEX TRADING, LLC Reduced $3.0m116.7k shares
JANE STREET GROUP, LLC Reduced $2.8m109.0k shares
IMC-Chicago, LLC Reduced $2.0m77.0k shares
Walleye Trading LLC Reduced $1.9m73.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 1.05% of their portfolio PLANO, TX 101,878,066101.9m $2.7bn $2.7bn 1.05% Added +16.3m +16,280,542
2 PRIMECAP MANAGEMENT CO/CA/ 1.46% of their portfolio PASADENA, CA 70,741,44070.7m $1.8bn $1.8bn 1.46% Reduced -23.2m -23,218,035
3 Aristotle Capital Management, LLC 2.47% of their portfolio LOS ANGELES, CA 49,185,49049.2m $1.3bn $1.3bn 2.47% Reduced -1.0m -1,046,277
4 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 25,037,14225.0m $651.7m $651.7m 0.04% Added +3.4m +3,372,380
5 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 16,550,94116.6m $430.8m $430.8m 0.03% Reduced -917.5k -917,484
6 BlackRock, Inc. 0.01% of their portfolio New York, NY 14,868,94514.9m $387.0m $387.0m 0.01% Reduced -3.8m -3,792,480
7 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 12,010,41612.0m $312.6m $312.6m 0.03% Added +6.8m +6,758,829
8 Harding Loevner LP 1.69% of their portfolio Bridgewater, NJ 9,631,0009.6m $250.6m $250.6m 1.69% Reduced -199.2k -199,162
9 FIDUCIARY MANAGEMENT INC /WI/ 2.08% of their portfolio MILWAUKEE, WI 8,326,3898.3m $216.7m $216.7m 2.08% Reduced -1.5m -1,526,666
10 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 7,726,7497.7m $201.1m $201.1m 0.03% Reduced -118.8k -118,772
11 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 7,467,7187.5m $194.4m $194.4m 0.03% Added +96.3k +96,251
12 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 6,292,5436.3m $163.8m $163.8m 0.05% Reduced -49.5k -49,480
13 FMR LLC 0.01% of their portfolio BOSTON, MA 5,948,0035.9m $154.8m $154.8m 0.01% Added +131.0k +131,016
14 GABELLI FUNDS LLC 1.09% of their portfolio Rye, NY 5,912,6555.9m $153.9m $153.9m 1.09% Reduced -310.0k -310,025
15 GAMCO INVESTORS, INC. ET AL 1.50% of their portfolio GREENWICH, CT 5,821,1815.8m $151.5m $151.5m 1.50% Reduced -234.1k -234,111
16 Clearbridge Investments, LLC 0.12% of their portfolio NEW YORK, NY 5,817,3835.8m $151.4m $151.4m 0.12% Added +7.0k +6,989
17 NATIXIS ADVISORS, LLC 0.23% of their portfolio Boston, MA 5,615,4015.6m $146.2m $146.2m 0.23% Added +3.6m +3,557,003
18 Capital World Investors 0.02% of their portfolio LOS ANGELES, CA 4,980,7885.0m $129.7m $129.7m 0.02% Added +15.8k +15,765
19 SEI INVESTMENTS CO 0.09% of their portfolio OAKS, PA 2,972,0483.0m $77.4m $77.4m 0.09% Reduced -8.2k -8,210
20 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,894,6222.9m $75.3m $75.3m 0.02% Added +212.3k +212,310
21 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 2,743,8562.7m $71.4m $71.4m 0.02% Added +9.5k +9,538
22 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,482,5242.5m $64.6m $64.6m 0.02% Added +729.4k +729,351
23 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,008,0722.0m $52.2m $52.2m 0.01% Reduced -52.6k -52,633
24 Allspring Global Investments Holdings, LLC 0.08% of their portfolio CHARLOTTE, NC 1,973,6382.0m $50.3m $50.3m 0.08% Added +1.9m +1,926,156
25 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,922,5521.9m $50.0m $50.0m 0.01% Added +834.5k +834,537
26 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 1,858,4511.9m $48.4m $48.4m 0.03% Added +242.7k +242,748
27 Capital International Investors 0.01% of their portfolio Los Angeles, CA 1,753,5901.8m $46.1m $46.1m 0.01% Added +1.7m +1,702,278
28 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 1,722,5451.7m $44.8m $44.8m 0.04% Added +39.3k +39,319
29 CIBC Private Wealth Group LLC 0.08% of their portfolio ATLANTA, GA 1,680,6841.7m $43.7m $43.7m 0.08% Added +58.0k +57,967
30 Minneapolis Portfolio Management Group, LLC 5.08% of their portfolio Wayzata, MN 1,578,2731.6m $41.1m $41.1m 5.08% Reduced -22.7k -22,746
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,541,9301.5m $40.1m $40.1m 0.00% Added +158.9k +158,871
32 Cardinal Capital Management, Inc. 1.25% of their portfolio WINNIPEG, A2 1,536,8501.5m $40.0m $40.0m 1.25% Reduced -59.0k -58,960
33 ASSETMARK, INC 0.09% of their portfolio CONCORD, CA 1,469,5961.5m $38.3m $38.3m 0.09% Added +936.4k +936,441
34 Pictet North America Advisors SA 3.79% of their portfolio GENEVA 73, V8 1,449,9101.4m $37.7m $37.7m 3.79% Added +134.4k +134,373
35 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 1,320,9791.3m $34.4m $34.4m 0.03% New
36 TODD ASSET MANAGEMENT LLC 0.63% of their portfolio Louisville, KY 1,130,2551.1m $29.4m $29.4m 0.63% Reduced -385.6k -385,644
37 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 1,105,3561.1m $28.8m $28.8m 0.02% Reduced -480.7k -480,709
38 Martin Investment Management, LLC 6.90% of their portfolio PALM BEACH GARDENS, FL 1,033,6301.0m $26.9m $26.9m 6.90% Reduced -71.4k -71,415
39 Qube Research & Technologies Ltd 0.04% of their portfolio LONDON, X0 1,001,0781.0m $26.1m $26.1m 0.04% New
40 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 1,000,1681.0m $26.0m $26.0m 0.03% Added +481.2k +481,219
41 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 998,985999.0k $26.0m $26.0m 0.03% Added +39.4k +39,358
42 Handelsbanken Fonder AB 0.09% of their portfolio STOCKHOLM, V7 950,000950.0k $24.7m $24.7m 0.09% Added +470.0k +470,000
43 Balyasny Asset Management L.P. 0.06% of their portfolio Chicago, IL 945,823945.8k $24.6m $24.6m 0.06% Reduced -48.5k -48,534
44 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 939,079939.1k $24.4m $24.4m 0.00% Reduced -68.2k -68,192
45 1832 Asset Management L.P. 0.04% of their portfolio TORONTO, A6 871,440871.4k $22.7m $22.7m 0.04% Reduced -446.9k -446,859
46 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.15% of their portfolio Stamford, CT 843,668843.7k $22.0m $22.0m 0.15% Added +193.4k +193,410
47 CABOT WEALTH MANAGEMENT INC 2.60% of their portfolio BEVERLY, MA 840,915840.9k $21.9m $21.9m 2.60% Reduced -7.7k -7,711
48 Foresight Global Investors, Inc. 14.97% of their portfolio PURCHASE, NY 809,885809.9k $21.1m $21.1m 14.97% Reduced -234.7k -234,742
49 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 719,112719.1k $18.7m $18.7m 0.01% Reduced -8.6k -8,617
50 Arnhold LLC 1.70% of their portfolio New York, NY 718,430718.4k $18.7m $18.7m 1.70% Unchanged
51 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 705,024705.0k $18.4m $18.4m 0.01% Added +152.1k +152,061
52 SouthState Bank Corp 0.79% of their portfolio Winter Haven, FL 693,422693.4k $18.0m $18.0m 0.79% Added +13.8k +13,815
53 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.14% of their portfolio FRANKFORT, KY 686,600686.6k $17.9m $17.9m 0.14% Reduced -249.5k -249,500
54 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 673,867673.9k $17.5m $17.5m 0.02% Added +12.5k +12,464
55 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 671,620671.6k $17.5m $17.5m 0.03% Added +9.5k +9,462
56 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 671,003671.0k $17.5m $17.5m 0.00% Added +108.2k +108,200
57 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 665,130665.1k $17.3m $17.3m 0.01% Reduced -61.6k -61,613
58 THORNBURG INVESTMENT MANAGEMENT INC 0.22% of their portfolio SANTA FE, NM 662,836662.8k $17.3m $17.3m 0.22% Added +11.4k +11,428
59 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 640,673640.7k $16.7m $16.7m 0.01% Added +429.3k +429,274
60 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 635,917635.9k $16.6m $16.6m 0.00% Reduced -14.3k -14,272
61 Quantinno Capital Management LP 0.07% of their portfolio NEW YORK, NY 635,638635.6k $16.5m $16.5m 0.07% Added +35.7k +35,732
62 LATHROP INVESTMENT MANAGEMENT CO 3.09% of their portfolio LITTLE ROCK, AR 628,021628.0k $16.3m $16.3m 3.09% Reduced -20.2k -20,181
63 CAMBIAR INVESTORS LLC 0.69% of their portfolio Denver, CO 627,844627.8k $16.3m $16.3m 0.69% Reduced -359.5k -359,534
64 LMR Partners LLP 0.24% of their portfolio LONDON, X0 600,000600.0k $15.6m $15.6m 0.24% Reduced -863.0k -863,008
65 QRG CAPITAL MANAGEMENT, INC. 0.13% of their portfolio BERWYN, PA 585,467585.5k $15.2m $15.2m 0.13% Added +87.6k +87,649
66 CapWealth Advisors, LLC 1.46% of their portfolio FRANKLIN, TN 566,520566.5k $14.7m $14.7m 1.46% Added +7.1k +7,090
67 Alberta Investment Management Corp 0.11% of their portfolio EDMONTON, A0 550,000550.0k $14.3m $14.3m 0.11% Reduced -450.0k -450,000
68 NORGES BANK 0.00% of their portfolio OSLO, Q8 538,250538.2k $14.0m $14.0m 0.00% Unchanged
69 Crossmark Global Holdings, Inc. 0.22% of their portfolio HOUSTON, TX 530,867530.9k $13.8m $13.8m 0.22% Added +815 +815
70 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 523,207523.2k $13.6m $13.6m 0.01% Reduced -73.0k -73,035
71 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 517,756517.8k $13.5m $13.5m 0.02% Reduced -17.8k -17,770
72 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 512,752512.8k $13.3m $13.3m 0.02% Added +31.4k +31,371
73 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 476,919476.9k $12.4m $12.4m 0.02% Added +44.0k +44,010
74 Ethic Inc. 0.22% of their portfolio NEW YORK, NY 473,381473.4k $12.4m $12.4m 0.22% Added +11.2k +11,220
75 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 466,085466.1k $12.1m $12.1m 0.04% Added +451.3k +451,274
76 Live Oak Private Wealth LLC 1.74% of their portfolio WILMINGTON, NC 449,348449.3k $11.7m $11.7m 1.74% Added +226 +226
77 Henry James International Management Inc. 3.84% of their portfolio NEW YORK, NY 448,459448.5k $11.7m $11.7m 3.84% Reduced -74.7k -74,700
78 OPPENHEIMER ASSET MANAGEMENT INC. 0.13% of their portfolio NEW YORK, NY 444,663444.7k $11.6m $11.6m 0.13% Reduced -10.6k -10,601
79 Rock Point Advisors, LLC 3.26% of their portfolio BURLINGTON, VT 443,925443.9k $11.6m $11.6m 3.26% Reduced -49.3k -49,260
80 Cullen/Frost Bankers, Inc. 0.14% of their portfolio San Antonio, TX 428,168428.2k $11.1m $11.1m 0.14% Reduced -7.4k -7,371
81 CLARK ESTATES INC/NY 2.34% of their portfolio NEW YORK, NY 400,000400.0k $10.4m $10.4m 2.34% Reduced -200.0k -200,000
82 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 377,995378.0k $9.8m $9.8m 0.01% Reduced -287 -287
83 Nixon Capital, LLC 3.18% of their portfolio Austin, TX 375,038375.0k $9.8m $9.8m 3.18% Reduced -314.0k -314,035
84 Mariner, LLC 0.01% of their portfolio Overland Park, KS 369,781369.8k $9.6m $9.6m 0.01% Added +31.1k +31,107
85 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 366,466366.5k $9.5m $9.5m 0.03% Added +28.1k +28,132
86 Vanguard Personalized Indexing Management, LLC 0.11% of their portfolio OAKLAND, CA 365,936365.9k $9.5m $9.5m 0.11% Added +35.9k +35,901
87 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio NEW YORK, NY 357,986358.0k $9.3m $9.3m 0.06% Reduced -9.8k -9,849
88 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 354,274354.3k $9.2m $9.2m 0.08% Added +64.9k +64,872
89 ABN AMRO INVESTMENT SOLUTIONS 0.18% of their portfolio PARIS CEDEX 008, I0 335,900335.9k $8.7m $8.7m 0.18% Unchanged
90 Markel Group Inc. 0.07% of their portfolio Glen Allen, VA 335,000335.0k $8.7m $8.7m 0.07% Unchanged
91 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 334,856334.9k $8.7m $8.7m 0.01% Reduced -6.5k -6,522
92 MARSICO CAPITAL MANAGEMENT LLC 0.23% of their portfolio DENVER, CO 328,733328.7k $8.6m $8.6m 0.23% New
93 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 320,623320.6k $8.3m $8.3m 0.02% Added +37.6k +37,597
94 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 316,239316.2k $8.2m $8.2m 0.01% Added +137.3k +137,350
95 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 313,117313.1k $8.2m $8.2m 0.01% Added +10.1k +10,068
96 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 305,087305.1k $7.9m $7.9m 0.00% Added +57.1k +57,136
97 SCOTIA CAPITAL INC. 0.04% of their portfolio TORONTO, A6 296,650296.6k $7.7m $7.7m 0.04% Reduced -45.5k -45,450
98 RENAISSANCE GROUP LLC 0.30% of their portfolio Covington, KY 296,542296.5k $7.7m $7.7m 0.30% Reduced -1.1k -1,082
99 Capital Wealth Planning, LLC 0.06% of their portfolio NAPLES, FL 296,354296.4k $7.7m $7.7m 0.06% Added +170.0k +170,039
100 CWM, LLC 0.03% of their portfolio OMAHA, NE 295,888295.9k $7.7m $7.7m 0.03% Reduced -6.8k -6,828