Vault-13

SONY GROUP CORP SONY

SPONSORED ADR · ADR · CUSIP 835699307 · ISIN US8356993076

Japanese multinational conglomerate corporation

823 institutional holders +35 vs Q3 2025
457,302,264457.3m shares reported held*
$11.7bnreported value*
85 new 301 added 245 reduced 80 sold out net bought ≈ $40.7m (+1.6m 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 ($25.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.61. Options: 19 managers hold calls ($124.9m notional), 13 hold puts ($68.7m).

Trends to Q4 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: 788Q4 25: 823823Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025823

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 375 bought or addedQ3 25: 331 cut or sold outQ4 25: 386 bought or addedQ4 25: 325 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024286304
Q2 2024273302
Q3 2024327254
Q4 2024326289
Q1 2025313346
Q2 2025365294
Q3 2025375331
Q4 2025386325

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ1 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 0.48Q4 25 calls: $124.9mQ4 25 puts: $68.7mQ4 25P/C 0.55
Numbers
QuarterCallsPutsP/C
Q1 2025$82.8m$82.1m0.99
Q2 2025$83.3m$71.1m0.85
Q3 2025$105.7m$51.2m0.48
Q4 2025$124.9m$68.7m0.55

Biggest buyers

Fisher Asset Management, LLC Added +4,337,062+4.3m
CITADEL ADVISORS LLC Added +3,329,430+3.3m
Clark Capital Management Group, Inc. New +1,874,551+1.9m
Qube Research & Technologies Ltd Added +1,786,223+1.8m
UBS Group AG Added +1,729,003+1.7m
Capital International Investors Added +1,397,271+1.4m
Balyasny Asset Management L.P. Added +807,533+807.5k
NEUBERGER BERMAN GROUP LLC Added +763,978+764.0k
ROYAL BANK OF CANADA Added +657,655+657.7k
Point72 Asset Management, L.P. New +641,612+641.6k

Biggest sellers

PRIMECAP MANAGEMENT CO/CA/ Reduced -6,140,660-6.1m
BlackRock, Inc. Reduced -3,227,192-3.2m
Aristotle Capital Management, LLC Reduced -1,910,635-1.9m
JPMORGAN CHASE & CO Reduced -1,227,695-1.2m
Mondrian Investment Partners LTD Reduced -889,453-889.5k
Cardinal Capital Management, Inc. Reduced -598,265-598.3k
Alberta Investment Management Corp Sold out -550,000-550.0k
1832 Asset Management L.P. Reduced -537,774-537.8k
LMR Partners LLP Reduced -519,300-519.3k
Harding Loevner LP Reduced -494,284-494.3k

Biggest calls

Cartenna Capital, LP New $32.0m1.2m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $19.6m765.6k shares
CITADEL ADVISORS LLC Added $11.6m453.9k shares
IMC-Chicago, LLC Reduced $10.4m406.6k shares
JANE STREET GROUP, LLC Reduced $9.8m383.6k shares
PEAK6 LLC Reduced $8.3m325.0k shares
Walleye Capital LLC Added $7.9m308.2k shares
GROUP ONE TRADING LLC Added $6.1m237.1k shares
MILLENNIUM MANAGEMENT LLC New $4.3m169.1k shares
BOOTHBAY FUND MANAGEMENT, LLC New $4.1m162.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $16.2m632.4k shares
CITADEL ADVISORS LLC Added $12.4m486.1k shares
Walleye Capital LLC Added $10.0m391.8k shares
MILLENNIUM MANAGEMENT LLC New $7.7m298.9k shares
GROUP ONE TRADING LLC Added $6.4m249.6k shares
JANE STREET GROUP, LLC Added $5.5m213.4k shares
IMC-Chicago, LLC Added $3.9m152.5k shares
Walleye Trading LLC Reduced $3.1m122.6k shares
Caption Management, LLC Unchanged $1.3m50.0k shares
SIMPLEX TRADING, LLC Added $1.0m157.2k 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 Q4 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 Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.95% of their portfolio PLANO, TX 108,981,588109.0m $2.8bn $2.8bn 0.95% Added +4.3m +4,337,062
2 PRIMECAP MANAGEMENT CO/CA/ 1.13% of their portfolio PASADENA, CA 58,301,43058.3m $1.5bn $1.5bn 1.13% Reduced -6.1m -6,140,660
3 Aristotle Capital Management, LLC 2.31% of their portfolio LOS ANGELES, CA 45,090,15945.1m $1.2bn $1.2bn 2.31% Reduced -1.9m -1,910,635
4 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 22,603,68522.6m $578.7m $578.7m 0.03% Reduced -94.3k -94,262
5 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 15,578,79415.6m $398.8m $398.8m 0.03% Added +110.1k +110,128
6 Mondrian Investment Partners LTD 3.73% of their portfolio LONDON, X0 8,684,0978.7m $225.8m $225.8m 3.73% Reduced -889.5k -889,453
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 8,371,0218.4m $214.3m $214.3m 0.00% Reduced -3.2m -3,227,192
8 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 7,789,5707.8m $199.4m $199.4m 0.03% Added +306.8k +306,791
9 Capital International Investors 0.03% of their portfolio Los Angeles, CA 7,446,8897.4m $191.5m $191.5m 0.03% Added +1.4m +1,397,271
10 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 7,419,4477.4m $189.9m $189.9m 0.02% Reduced -141.6k -141,596
11 Harding Loevner LP 1.59% of their portfolio Bridgewater, NJ 7,042,4737.0m $180.3m $180.3m 1.59% Reduced -494.3k -494,284
12 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 6,778,9226.8m $173.5m $173.5m 0.03% Added +657.7k +657,655
13 FMR LLC 0.01% of their portfolio BOSTON, MA 6,137,0836.1m $157.1m $157.1m 0.01% Added +92.7k +92,686
14 Clearbridge Investments, LLC 0.11% of their portfolio NEW YORK, NY 5,608,0505.6m $143.6m $143.6m 0.11% Reduced -253.4k -253,415
15 FIDUCIARY MANAGEMENT INC /WI/ 1.58% of their portfolio MILWAUKEE, WI 5,597,4525.6m $143.3m $143.3m 1.58% Reduced -459.6k -459,606
16 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 5,376,0775.4m $137.6m $137.6m 0.04% Reduced -382.5k -382,519
17 GABELLI FUNDS LLC 0.92% of their portfolio Rye, NY 5,319,0905.3m $136.2m $136.2m 0.92% Reduced -347.9k -347,945
18 NATIXIS ADVISORS, LLC 0.19% of their portfolio Boston, MA 5,229,0035.2m $133.9m $133.9m 0.19% Reduced -169.7k -169,745
19 Capital World Investors 0.02% of their portfolio LOS ANGELES, CA 5,076,5165.1m $130.0m $130.0m 0.02% Added +74.8k +74,768
20 GAMCO INVESTORS, INC. ET AL 1.22% of their portfolio GREENWICH, CT 4,975,0325.0m $127.4m $127.4m 1.22% Reduced -243.6k -243,552
21 CITADEL ADVISORS LLC 0.08% of their portfolio MIAMI, FL 4,860,3624.9m $124.4m $124.4m 0.08% Added +3.3m +3,329,430
22 Qube Research & Technologies Ltd 0.13% of their portfolio LONDON, X0 3,615,4443.6m $92.6m $92.6m 0.13% Added +1.8m +1,786,223
23 Thrivent Financial for Lutherans 0.15% of their portfolio Minneapolis, MN 3,411,6343.4m $87.3m $87.3m 0.15% Added +37.4k +37,360
24 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 3,096,9373.1m $79.3m $79.3m 0.02% Added +95.1k +95,143
25 SEI INVESTMENTS CO 0.07% of their portfolio OAKS, PA 2,929,3942.9m $75.0m $75.0m 0.07% Reduced -22.8k -22,834
26 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,742,4022.7m $70.2m $70.2m 0.01% Added +1.7m +1,729,003
27 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 2,250,2712.3m $57.6m $57.6m 0.01% Reduced -137.1k -137,056
28 Allspring Global Investments Holdings, LLC 0.09% of their portfolio CHARLOTTE, NC 2,164,7962.2m $56.0m $56.0m 0.09% Reduced -129.0k -129,023
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,147,6872.1m $55.0m $55.0m 0.00% Reduced -1.2m -1,227,695
30 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 2,127,2292.1m $54.5m $54.5m 0.02% Reduced -78.7k -78,671
31 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 2,007,1542.0m $51.3m $51.3m 0.01% Reduced -76.7k -76,684
32 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 1,957,0392.0m $50.1m $50.1m 0.03% Reduced -188.0k -187,952
33 Clark Capital Management Group, Inc. 0.29% of their portfolio PHILADELPHIA, PA 1,874,5511.9m $48.0m $48.0m 0.29% New
34 CIBC Private Wealth Group LLC 0.08% of their portfolio ATLANTA, GA 1,838,4201.8m $47.1m $47.1m 0.08% Added +76.2k +76,211
35 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 1,788,8661.8m $45.8m $45.8m 0.03% Reduced -2.9k -2,925
36 ASSETMARK, INC 0.09% of their portfolio CONCORD, CA 1,690,3931.7m $43.3m $43.3m 0.09% Added +230.4k +230,438
37 Pictet North America Advisors SA 3.74% of their portfolio GENEVA 73, V8 1,537,0361.5m $39.3m $39.3m 3.74% Added +27.9k +27,945
38 Balyasny Asset Management L.P. 0.07% of their portfolio Chicago, IL 1,527,3171.5m $39.1m $39.1m 0.07% Added +807.5k +807,533
39 Minneapolis Portfolio Management Group, LLC 3.97% of their portfolio Wayzata, MN 1,360,7721.4m $34.8m $34.8m 3.97% Added +10.9k +10,949
40 Handelsbanken Fonder AB 0.09% of their portfolio STOCKHOLM, V7 1,176,9151.2m $30.1m $30.1m 0.09% Reduced -70.0k -70,000
41 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,075,9961.1m $27.5m $27.5m 0.02% Added +36.8k +36,764
42 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 1,026,5841.0m $26.3m $26.3m 0.02% Added +764.0k +763,978
43 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.14% of their portfolio Stamford, CT 994,119994.1k $25.4m $25.4m 0.14% Added +60.2k +60,173
44 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 973,178973.2k $24.9m $24.9m 0.01% Added +213.0k +212,971
45 Martin Investment Management, LLC 6.93% of their portfolio PALM BEACH GARDENS, FL 968,195968.2k $24.8m $24.8m 6.93% Added +3.6k +3,640
46 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 940,345940.3k $24.1m $24.1m 0.01% Added +184.2k +184,174
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 888,287888.3k $22.7m $22.7m 0.00% Added +86.7k +86,698
48 Quantinno Capital Management LP 0.05% of their portfolio NEW YORK, NY 880,318880.3k $22.5m $22.5m 0.05% Added +116.4k +116,403
49 TODD ASSET MANAGEMENT LLC 0.42% of their portfolio Louisville, KY 833,175833.2k $21.3m $21.3m 0.42% Reduced -364.5k -364,453
50 CABOT WEALTH MANAGEMENT INC 2.31% of their portfolio BEVERLY, MA 814,583814.6k $20.9m $20.9m 2.31% Reduced -8.7k -8,728
51 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 789,461789.5k $20.2m $20.2m 0.01% Added +38.6k +38,597
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 786,469786.5k $20.1m $20.1m 0.00% Reduced -63.1k -63,104
53 Foresight Global Investors, Inc. 9.30% of their portfolio PURCHASE, NY 772,116772.1k $19.8m $19.8m 9.30% Reduced -41.0k -40,950
54 Arnhold LLC 1.38% of their portfolio New York, NY 709,663709.7k $18.2m $18.2m 1.38% Unchanged
55 SouthState Bank Corp 0.81% of their portfolio Winter Haven, FL 703,610703.6k $18.0m $18.0m 0.81% Added +2.7k +2,665
56 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 666,508666.5k $17.1m $17.1m 0.02% Added +4.8k +4,758
57 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 655,846655.8k $16.8m $16.8m 0.00% Reduced -6.0k -5,997
58 Point72 Asset Management, L.P. 0.03% of their portfolio STAMFORD, CT 641,612641.6k $16.4m $16.4m 0.03% New
59 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 638,479638.5k $16.3m $16.3m 0.02% Reduced -4.4k -4,417
60 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 615,912615.9k $15.8m $15.8m 0.01% Added +164.4k +164,403
61 LATHROP INVESTMENT MANAGEMENT CO 2.81% of their portfolio LITTLE ROCK, AR 605,727605.7k $15.5m $15.5m 2.81% Reduced -3.0k -3,018
62 LMR Partners LLP 0.15% of their portfolio LONDON, X0 600,000600.0k $15.4m $15.4m 0.15% Reduced -519.3k -519,300
63 CAMBIAR INVESTORS LLC 0.67% of their portfolio Denver, CO 589,953590.0k $15.1m $15.1m 0.67% Reduced -28.9k -28,851
64 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 587,578587.6k $15.0m $15.0m 0.02% New
65 CapWealth Advisors, LLC 1.03% of their portfolio FRANKLIN, TN 587,005587.0k $15.0m $15.0m 1.03% Added +34.6k +34,595
66 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 585,965586.0k $15.0m $15.0m 0.01% Added +273.0k +273,028
67 THORNBURG INVESTMENT MANAGEMENT INC 0.19% of their portfolio SANTA FE, NM 575,081575.1k $14.7m $14.7m 0.19% Reduced -97.7k -97,652
68 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 572,906572.9k $14.7m $14.7m 0.01% Reduced -389 -389
69 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 563,186563.2k $14.4m $14.4m 0.03% Added +182.0k +181,991
70 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 553,784553.8k $14.2m $14.2m 0.01% Reduced -390.7k -390,688
71 NORGES BANK 0.00% of their portfolio OSLO, Q8 538,250538.2k $13.8m $13.8m 0.00% Not comparable
72 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.10% of their portfolio FRANKFORT, KY 527,900527.9k $13.5m $13.5m 0.10% Reduced -215.8k -215,800
73 Ethic Inc. 0.21% of their portfolio NEW YORK, NY 524,594524.6k $13.4m $13.4m 0.21% Added +13.2k +13,157
74 BOOTHBAY FUND MANAGEMENT, LLC 0.34% of their portfolio NEW YORK, NY 518,868518.9k $13.3m $13.3m 0.34% Added +40.3k +40,319
75 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 494,179494.2k $12.7m $12.7m 0.01% Added +160.1k +160,064
76 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 491,992492.0k $12.6m $12.6m 0.02% Reduced -9.3k -9,350
77 Crossmark Global Holdings, Inc. 0.17% of their portfolio HOUSTON, TX 476,404476.4k $12.2m $12.2m 0.17% Reduced -54.5k -54,488
78 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 474,951475.0k $12.2m $12.2m 0.01% Added +2.3k +2,282
79 Walleye Capital LLC 0.07% of their portfolio NEW YORK, NY 472,363472.4k $12.1m $12.1m 0.07% Added +322.4k +322,447
80 SCOTIA CAPITAL INC. 0.05% of their portfolio TORONTO, A6 455,672455.7k $11.7m $11.7m 0.05% Added +146.3k +146,275
81 Rock Point Advisors, LLC 2.91% of their portfolio BURLINGTON, VT 453,752453.8k $11.6m $11.6m 2.91% Added +15.3k +15,347
82 CAPITAL FUND MANAGEMENT S.A. 0.11% of their portfolio PARIS, I0 448,308448.3k $11.5m $11.5m 0.11% Reduced -5.3k -5,267
83 WCM INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio LAGUNA BEACH, CA 445,557445.6k $11.5m $11.5m 0.02% Added +284.6k +284,629
84 Live Oak Private Wealth LLC 1.53% of their portfolio WILMINGTON, NC 439,144439.1k $11.2m $11.2m 1.53% Reduced -9.1k -9,104
85 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 419,417419.4k $10.7m $10.7m 0.03% Added +59.8k +59,836
86 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 412,484412.5k $10.6m $10.6m 0.01% Added +109.2k +109,243
87 Henry James International Management Inc. 3.27% of their portfolio NEW YORK, NY 404,901404.9k $10.4m $10.4m 3.27% Reduced -34.6k -34,614
88 QRG CAPITAL MANAGEMENT, INC. 0.11% of their portfolio BERWYN, PA 393,561393.6k $10.1m $10.1m 0.11% Added +19.9k +19,939
89 Rathbones Group PLC 0.02% of their portfolio Liverpool, X0 392,550392.6k $10.0m $10.0m 0.02% Added +242.7k +242,727
90 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 384,585384.6k $9.8m $9.8m 0.01% Added +46.4k +46,353
91 Mariner, LLC 0.01% of their portfolio Overland Park, KS 380,847380.8k $9.8m $9.8m 0.01% Added +13.0k +12,952
92 Nixon Capital, LLC 2.51% of their portfolio Austin, TX 371,886371.9k $9.5m $9.5m 2.51% Reduced -1.2k -1,182
93 Capital Wealth Planning, LLC 0.06% of their portfolio NAPLES, FL 371,198371.2k $9.6m $9.6m 0.06% Added +4.3k +4,283
94 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 366,922366.9k $9.4m $9.4m 0.01% Added +8.1k +8,122
95 SummitTX Capital, L.P. 0.28% of their portfolio FORT WORTH, TX 362,972363.0k $9.3m $9.3m 0.28% Added +233.7k +233,705
96 Vanguard Personalized Indexing Management, LLC 0.09% of their portfolio OAKLAND, CA 357,314357.3k $9.1m $9.1m 0.09% Reduced -16.6k -16,559
97 OPPENHEIMER ASSET MANAGEMENT INC. 0.11% of their portfolio NEW YORK, NY 355,937355.9k $9.1m $9.1m 0.11% Reduced -31.0k -31,030
98 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 348,221348.2k $8.9m $8.9m 0.07% Added +3.1k +3,142
99 Boston Partners 0.01% of their portfolio BOSTON, MA 345,070345.1k $8.8m $8.8m 0.01% Reduced -22.0k -21,973
100 Pinnacle Financial Partners, Inc. 0.07% of their portfolio ATLANTA, GA 342,289342.3k $8.8m $8.8m 0.07% First filing