Vault-13

SONY GROUP CORP SONY

SPONSORED ADR · ADR · CUSIP 835699307 · ISIN US8356993076

Japanese multinational conglomerate corporation

788 institutional holders +29 vs Q2 2025
455,208,768455.2m shares reported held*
$13.2bnreported value*
107 new 268 added 260 reduced 71 sold out net sold ≈ $399.1m (-14.0m 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 ≈ $29.05. Options: 19 managers hold calls ($105.7m notional), 12 hold puts ($51.2m).

Trends to Q3 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: 759Q3 25: 788788Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025788

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 303 bought or addedQ4 23: 256 cut or sold outQ1 24: 286 bought or addedQ1 24: 304 cut or sold outQ1 24Q2 24: 273 bought or addedQ2 24: 302 cut or sold outQ3 24: 327 bought or addedQ3 24: 254 cut or sold outQ3 24Q4 24: 326 bought or addedQ4 24: 289 cut or sold outQ1 25: 313 bought or addedQ1 25: 346 cut or sold outQ1 25Q2 25: 365 bought or addedQ2 25: 294 cut or sold outQ3 25: 375 bought or addedQ3 25: 331 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023303256
Q1 2024286304
Q2 2024273302
Q3 2024327254
Q4 2024326289
Q1 2025313346
Q2 2025365294
Q3 2025375331

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ4 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 0.85Q3 25 calls: $105.7mQ3 25 puts: $51.2mQ3 25P/C 0.48
Numbers
QuarterCallsPutsP/C
Q4 2024$158.2m$148.2m0.94
Q1 2025$82.8m$82.1m0.99
Q2 2025$83.3m$71.1m0.85
Q3 2025$105.7m$51.2m0.48

Biggest buyers

Capital International Investors Added +4,296,028+4.3m
Thrivent Financial for Lutherans Added +3,329,147+3.3m
Fisher Asset Management, LLC Added +2,766,460+2.8m
JPMORGAN CHASE & CO Added +1,833,452+1.8m
Qube Research & Technologies Ltd Added +828,143+828.1k
LMR Partners LLP Added +519,300+519.3k
Allspring Global Investments Holdings, LLC Added +320,181+320.2k
CAPITAL FUND MANAGEMENT S.A. Added +312,334+312.3k
BOOTHBAY FUND MANAGEMENT, LLC Added +305,506+305.5k
Nishkama Capital, LLC New +300,667+300.7k

Biggest sellers

PRIMECAP MANAGEMENT CO/CA/ Reduced -6,299,350-6.3m
ROYAL BANK OF CANADA Reduced -5,889,149-5.9m
BlackRock, Inc. Reduced -3,270,732-3.3m
MORGAN STANLEY Reduced -2,339,195-2.3m
FIDUCIARY MANAGEMENT INC /WI/ Reduced -2,269,331-2.3m
Aristotle Capital Management, LLC Reduced -2,184,696-2.2m
Harding Loevner LP Reduced -2,094,243-2.1m
BANK OF AMERICA CORP /DE/ Reduced -1,082,275-1.1m
Cardinal Capital Management, Inc. Reduced -923,405-923.4k
UBS Group AG Reduced -909,153-909.2k

Biggest calls

GOLDMAN SACHS GROUP INC New $20.5m713.5k shares
IMC-Chicago, LLC Added $14.5m502.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.1m490.3k shares
JANE STREET GROUP, LLC Added $13.9m483.3k shares
CITADEL ADVISORS LLC Added $11.8m409.2k shares
PEAK6 LLC Reduced $9.6m334.0k shares
JPMORGAN CHASE & CO New $5.0m174.0k shares
GROUP ONE TRADING LLC Added $4.6m159.2k shares
Walleye Trading LLC Added $3.6m125.7k shares
Leonteq Securities AG New $1.7m60.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $13.6m470.8k shares
CITADEL ADVISORS LLC Added $11.8m411.5k shares
GROUP ONE TRADING LLC Added $7.0m244.3k shares
JANE STREET GROUP, LLC Added $5.9m206.1k shares
Walleye Trading LLC Added $3.9m136.5k shares
Walleye Capital LLC Added $3.1m106.2k shares
IMC-Chicago, LLC Added $3.0m103.8k shares
Caption Management, LLC New $1.4m50.0k shares
Parallax Volatility Advisers, L.P. New $719.8k25.0k shares
PEAK6 LLC Unchanged $512.5k17.8k 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 Q3 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 Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 1.13% of their portfolio PLANO, TX 104,644,526104.6m $3.1bn $3.1bn 1.13% Added +2.8m +2,766,460
2 PRIMECAP MANAGEMENT CO/CA/ 1.42% of their portfolio PASADENA, CA 64,442,09064.4m $1.9bn $1.9bn 1.42% Reduced -6.3m -6,299,350
3 Aristotle Capital Management, LLC 2.61% of their portfolio LOS ANGELES, CA 47,000,79447.0m $1.4bn $1.4bn 2.61% Reduced -2.2m -2,184,696
4 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 22,697,94722.7m $653.5m $653.5m 0.04% Reduced -2.3m -2,339,195
5 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 15,468,66615.5m $445.3m $445.3m 0.03% Reduced -1.1m -1,082,275
6 BlackRock, Inc. 0.01% of their portfolio New York, NY 11,598,21311.6m $333.9m $333.9m 0.01% Reduced -3.3m -3,270,732
7 Mondrian Investment Partners LTD 4.63% of their portfolio LONDON, X0 9,573,5509.6m $277.6m $277.6m 4.63% First filing
8 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 7,561,0437.6m $217.7m $217.7m 0.03% Reduced -165.7k -165,706
9 Harding Loevner LP 1.59% of their portfolio Bridgewater, NJ 7,536,7577.5m $217.0m $217.0m 1.59% Reduced -2.1m -2,094,243
10 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 7,482,7797.5m $215.4m $215.4m 0.03% Added +15.1k +15,061
11 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 6,121,2676.1m $176.2m $176.2m 0.03% Reduced -5.9m -5,889,149
12 FIDUCIARY MANAGEMENT INC /WI/ 1.76% of their portfolio MILWAUKEE, WI 6,057,0586.1m $174.4m $174.4m 1.76% Reduced -2.3m -2,269,331
13 Capital International Investors 0.03% of their portfolio Los Angeles, CA 6,049,6186.0m $176.0m $176.0m 0.03% Added +4.3m +4,296,028
14 FMR LLC 0.01% of their portfolio BOSTON, MA 6,044,3976.0m $174.0m $174.0m 0.01% Added +96.4k +96,394
15 Clearbridge Investments, LLC 0.13% of their portfolio NEW YORK, NY 5,861,4655.9m $168.8m $168.8m 0.13% Added +44.1k +44,082
16 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 5,758,5965.8m $165.8m $165.8m 0.05% Reduced -533.9k -533,947
17 GABELLI FUNDS LLC 1.10% of their portfolio Rye, NY 5,667,0355.7m $163.2m $163.2m 1.10% Reduced -245.6k -245,620
18 NATIXIS ADVISORS, LLC 0.23% of their portfolio Boston, MA 5,398,7485.4m $155.4m $155.4m 0.23% Reduced -216.7k -216,653
19 GAMCO INVESTORS, INC. ET AL 1.46% of their portfolio GREENWICH, CT 5,218,5845.2m $150.2m $150.2m 1.46% Reduced -602.6k -602,597
20 Capital World Investors 0.02% of their portfolio LOS ANGELES, CA 5,001,7485.0m $144.0m $144.0m 0.02% Added +21.0k +20,960
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,375,3823.4m $97.2m $97.2m 0.00% Added +1.8m +1,833,452
22 Thrivent Financial for Lutherans 0.19% of their portfolio Minneapolis, MN 3,374,2743.4m $97.1m $97.1m 0.19% Added +3.3m +3,329,147
23 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 3,001,7943.0m $86.4m $86.4m 0.02% Added +107.2k +107,172
24 SEI INVESTMENTS CO 0.09% of their portfolio OAKS, PA 2,952,2283.0m $85.0m $85.0m 0.09% Reduced -19.8k -19,820
25 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 2,387,3272.4m $68.7m $68.7m 0.01% Reduced -356.5k -356,529
26 Allspring Global Investments Holdings, LLC 0.11% of their portfolio CHARLOTTE, NC 2,293,8192.3m $65.9m $65.9m 0.11% Added +320.2k +320,181
27 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,205,9002.2m $63.5m $63.5m 0.02% Reduced -276.6k -276,624
28 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 2,144,9912.1m $61.8m $61.8m 0.03% Added +286.5k +286,540
29 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,083,8382.1m $60.2m $60.2m 0.01% Added +75.8k +75,766
30 Qube Research & Technologies Ltd 0.07% of their portfolio LONDON, X0 1,829,2211.8m $52.7m $52.7m 0.07% Added +828.1k +828,143
31 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 1,791,7911.8m $51.6m $51.6m 0.04% Added +69.2k +69,246
32 CIBC Private Wealth Group LLC 0.09% of their portfolio ATLANTA, GA 1,762,2091.8m $50.7m $50.7m 0.09% Added +81.5k +81,525
33 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 1,530,9321.5m $44.1m $44.1m 0.04% Added +210.0k +209,953
34 Pictet North America Advisors SA 4.07% of their portfolio GENEVA 73, V8 1,509,0911.5m $43.4m $43.4m 4.07% Added +59.2k +59,181
35 ASSETMARK, INC 0.09% of their portfolio CONCORD, CA 1,459,9551.5m $42.0m $42.0m 0.09% Reduced -9.6k -9,641
36 Minneapolis Portfolio Management Group, LLC 4.46% of their portfolio Wayzata, MN 1,349,8231.3m $38.9m $38.9m 4.46% Reduced -228.4k -228,450
37 Handelsbanken Fonder AB 0.11% of their portfolio STOCKHOLM, V7 1,246,9151.2m $35.9m $35.9m 0.11% Added +296.9k +296,915
38 TODD ASSET MANAGEMENT LLC 0.70% of their portfolio Louisville, KY 1,197,6281.2m $34.5m $34.5m 0.70% Added +67.4k +67,373
39 LMR Partners LLP 0.42% of their portfolio LONDON, X0 1,119,3001.1m $32.2m $32.2m 0.42% Added +519.3k +519,300
40 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 1,039,2321.0m $29.9m $29.9m 0.03% Added +40.2k +40,247
41 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,013,3991.0m $29.2m $29.2m 0.01% Reduced -909.2k -909,153
42 Martin Investment Management, LLC 7.06% of their portfolio PALM BEACH GARDENS, FL 964,555964.6k $27.8m $27.8m 7.06% Reduced -69.1k -69,075
43 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 944,472944.5k $27.2m $27.2m 0.02% Reduced -160.9k -160,884
44 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% of their portfolio Stamford, CT 933,946933.9k $26.9m $26.9m 0.16% Added +90.3k +90,278
45 1832 Asset Management L.P. 0.04% of their portfolio TORONTO, A6 852,318852.3k $24.5m $24.5m 0.04% Reduced -19.1k -19,122
46 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 849,573849.6k $24.5m $24.5m 0.00% Reduced -89.5k -89,506
47 CABOT WEALTH MANAGEMENT INC 2.63% of their portfolio BEVERLY, MA 823,311823.3k $23.7m $23.7m 2.63% Reduced -17.6k -17,604
48 Foresight Global Investors, Inc. 13.90% of their portfolio PURCHASE, NY 813,066813.1k $23.4m $23.4m 13.90% Added +3.2k +3,181
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 801,589801.6k $23.1m $23.1m 0.00% Added +130.6k +130,586
50 Quantinno Capital Management LP 0.06% of their portfolio NEW YORK, NY 763,915763.9k $22.0m $22.0m 0.06% Added +128.3k +128,277
51 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 760,207760.2k $21.9m $21.9m 0.01% Added +95.1k +95,077
52 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 756,171756.2k $21.8m $21.8m 0.01% Added +37.1k +37,059
53 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 750,864750.9k $21.6m $21.6m 0.01% Added +110.2k +110,191
54 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.16% of their portfolio FRANKFORT, KY 743,700743.7k $21.4m $21.4m 0.16% Added +57.1k +57,100
55 Balyasny Asset Management L.P. 0.04% of their portfolio Chicago, IL 719,784719.8k $20.7m $20.7m 0.04% Reduced -226.0k -226,039
56 Arnhold LLC 1.71% of their portfolio New York, NY 709,663709.7k $20.4m $20.4m 1.71% Reduced -8.8k -8,767
57 SouthState Bank Corp 0.93% of their portfolio Winter Haven, FL 700,945700.9k $20.2m $20.2m 0.93% Added +7.5k +7,523
58 THORNBURG INVESTMENT MANAGEMENT INC 0.25% of their portfolio SANTA FE, NM 672,733672.7k $19.4m $19.4m 0.25% Added +9.9k +9,897
59 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 661,843661.8k $19.1m $19.1m 0.00% Added +25.9k +25,926
60 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 661,750661.8k $19.1m $19.1m 0.03% Reduced -9.9k -9,870
61 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 642,896642.9k $18.5m $18.5m 0.02% Reduced -31.0k -30,971
62 CAMBIAR INVESTORS LLC 0.81% of their portfolio Denver, CO 618,804618.8k $17.8m $17.8m 0.81% Reduced -9.0k -9,040
63 Cardinal Capital Management, Inc. 0.51% of their portfolio WINNIPEG, A2 613,445613.4k $17.7m $17.7m 0.51% Reduced -923.4k -923,405
64 LATHROP INVESTMENT MANAGEMENT CO 3.23% of their portfolio LITTLE ROCK, AR 608,745608.7k $17.5m $17.5m 3.23% Reduced -19.3k -19,276
65 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 573,295573.3k $16.5m $16.5m 0.01% Reduced -131.7k -131,729
66 CapWealth Advisors, LLC 1.10% of their portfolio FRANKLIN, TN 552,410552.4k $15.9m $15.9m 1.10% Reduced -14.1k -14,110
67 Alberta Investment Management Corp 0.11% of their portfolio EDMONTON, A0 550,000550.0k $15.8m $15.8m 0.11% Unchanged
68 Crossmark Global Holdings, Inc. 0.23% of their portfolio HOUSTON, TX 530,892530.9k $15.3m $15.3m 0.23% Added +25 +25
69 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 528,249528.2k $15.2m $15.2m 0.02% Added +51.3k +51,330
70 Ethic Inc. 0.24% of their portfolio NEW YORK, NY 511,437511.4k $14.7m $14.7m 0.24% Added +38.1k +38,056
71 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 501,342501.3k $14.4m $14.4m 0.02% Reduced -16.4k -16,414
72 BOOTHBAY FUND MANAGEMENT, LLC 0.35% of their portfolio NEW YORK, NY 478,549478.5k $13.8m $13.8m 0.35% Added +305.5k +305,506
73 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 472,669472.7k $13.6m $13.6m 0.02% Reduced -40.1k -40,083
74 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 464,300464.3k $13.4m $13.4m 0.04% Reduced -1.8k -1,785
75 CAPITAL FUND MANAGEMENT S.A. 0.13% of their portfolio PARIS, I0 453,575453.6k $13.1m $13.1m 0.13% Added +312.3k +312,334
76 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 451,509451.5k $13.0m $13.0m 0.01% Added +135.3k +135,270
77 Live Oak Private Wealth LLC 1.80% of their portfolio WILMINGTON, NC 448,248448.2k $12.9m $12.9m 1.80% Reduced -1.1k -1,100
78 Henry James International Management Inc. 3.87% of their portfolio NEW YORK, NY 439,515439.5k $12.7m $12.7m 3.87% Reduced -8.9k -8,944
79 Rock Point Advisors, LLC 3.34% of their portfolio BURLINGTON, VT 438,405438.4k $12.6m $12.6m 3.34% Reduced -5.5k -5,520
80 MARSICO CAPITAL MANAGEMENT LLC 0.32% of their portfolio DENVER, CO 428,403428.4k $12.3m $12.3m 0.32% Added +99.7k +99,670
81 Cullen/Frost Bankers, Inc. 0.14% of their portfolio San Antonio, TX 416,556416.6k $12.0m $12.0m 0.14% Reduced -11.6k -11,612
82 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 392,875392.9k $10.8m $10.8m 0.03% Added +165.3k +165,317
83 OPPENHEIMER ASSET MANAGEMENT INC. 0.12% of their portfolio NEW YORK, NY 386,967387.0k $11.1m $11.1m 0.12% Reduced -57.7k -57,696
84 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 381,195381.2k $11.0m $11.0m 0.02% Reduced -619.0k -618,973
85 Vanguard Personalized Indexing Management, LLC 0.11% of their portfolio OAKLAND, CA 373,873373.9k $10.8m $10.8m 0.11% Added +7.9k +7,937
86 QRG CAPITAL MANAGEMENT, INC. 0.13% of their portfolio BERWYN, PA 373,622373.6k $10.8m $10.8m 0.13% Reduced -211.8k -211,845
87 Nixon Capital, LLC 3.27% of their portfolio Austin, TX 373,068373.1k $10.7m $10.7m 3.27% Reduced -2.0k -1,970
88 Mariner, LLC 0.01% of their portfolio Overland Park, KS 367,895367.9k $10.6m $10.6m 0.01% Reduced -1.9k -1,886
89 Boston Partners 0.01% of their portfolio BOSTON, MA 367,043367.0k $10.6m $10.6m 0.01% Added +74.5k +74,508
90 Capital Wealth Planning, LLC 0.07% of their portfolio NAPLES, FL 366,915366.9k $10.6m $10.6m 0.07% Added +70.6k +70,561
91 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 359,581359.6k $10.4m $10.4m 0.03% Reduced -6.9k -6,885
92 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 358,800358.8k $10.3m $10.3m 0.01% Reduced -19.2k -19,195
93 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 345,079345.1k $9.9m $9.9m 0.08% Reduced -9.2k -9,195
94 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 338,232338.2k $9.7m $9.7m 0.01% Added +3.4k +3,376
95 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 337,356337.4k $9.7m $9.7m 0.01% Added +24.2k +24,239
96 ABN AMRO INVESTMENT SOLUTIONS 0.20% of their portfolio PARIS CEDEX 008, I0 335,900335.9k $9.7m $9.7m 0.20% Unchanged
97 Markel Group Inc. 0.08% of their portfolio Glen Allen, VA 335,000335.0k $9.6m $9.6m 0.08% Unchanged
98 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 334,115334.1k $9.6m $9.6m 0.01% Added +256.8k +256,759
99 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 312,937312.9k $9.0m $9.0m 0.01% Added +64.3k +64,278
100 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio NEW YORK, NY 312,699312.7k $9.0m $9.0m 0.06% Reduced -45.3k -45,287