Vault-13

SONY GROUP CORP SONY

SPONSORED ADR · ADR · CUSIP 835699307 · ISIN US8356993076

Japanese multinational conglomerate corporation

738 institutional holders -85 vs Q4 2025
462,190,508462.2m shares reported held*
$9.6bnreported value*
66 new 262 added 278 reduced 146 sold out net bought ≈ $141.4m (+6.8m 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 ($43.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.69. Options: 18 managers hold calls ($113.1m notional), 15 hold puts ($47.1m).

Trends to Q1 2026

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: 823Q1 26: 738738Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026738

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 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 25Q4 25: 386 bought or addedQ4 25: 325 cut or sold outQ1 26: 328 bought or addedQ1 26: 424 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024273302
Q3 2024327254
Q4 2024326289
Q1 2025313346
Q2 2025365294
Q3 2025375331
Q4 2025386325
Q1 2026328424

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ2 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 0.55Q1 26 calls: $113.1mQ1 26 puts: $47.1mQ1 26P/C 0.42
Numbers
QuarterCallsPutsP/C
Q2 2025$83.3m$71.1m0.85
Q3 2025$105.7m$51.2m0.48
Q4 2025$124.9m$68.7m0.55
Q1 2026$113.1m$47.1m0.42

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +4,500,336+4.5m
D. E. Shaw & Co., Inc. New +3,581,856+3.6m
Mondrian Investment Partners LTD Added +3,291,764+3.3m
MORGAN STANLEY Added +2,384,050+2.4m
Alberta Investment Management Corp New +1,993,000+2.0m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +1,932,258+1.9m
Fisher Asset Management, LLC Added +1,649,360+1.6m
WCM INVESTMENT MANAGEMENT, LLC Added +1,504,035+1.5m
BANK OF AMERICA CORP /DE/ Added +1,413,785+1.4m
JANE STREET GROUP, LLC Added +1,349,585+1.3m

Biggest sellers

FIDUCIARY MANAGEMENT INC /WI/ Sold out -5,597,452-5.6m
CITADEL ADVISORS LLC Reduced -4,185,843-4.2m
Qube Research & Technologies Ltd Sold out -3,615,444-3.6m
Allspring Global Investments Holdings, LLC Reduced -2,046,250-2.0m
Minneapolis Portfolio Management Group, LLC Reduced -1,333,292-1.3m
Handelsbanken Fonder AB Sold out -1,176,915-1.2m
Aristotle Capital Management, LLC Reduced -1,153,022-1.2m
FMR LLC Reduced -1,092,874-1.1m
TODD ASSET MANAGEMENT LLC Sold out -833,175-833.2k
AMERICAN CENTURY COMPANIES INC Reduced -630,131-630.1k

Biggest calls

CITADEL ADVISORS LLC Added $39.6m1.9m shares
MILLENNIUM MANAGEMENT LLC Added $18.3m883.7k shares
GROUP ONE TRADING LLC Added $15.5m749.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $13.6m656.8k shares
IMC-Chicago, LLC Added $13.0m630.0k shares
SIMPLEX TRADING, LLC Reduced $3.0m157.9k shares
CAPITAL FUND MANAGEMENT S.A. Added $2.6m124.2k shares
Walleye Capital LLC Reduced $1.9m91.9k shares
JANE STREET GROUP, LLC Reduced $1.9m91.6k shares
Walleye Trading LLC Reduced $1.1m53.6k shares

Biggest puts

CITADEL ADVISORS LLC Added $12.3m595.5k shares
MILLENNIUM MANAGEMENT LLC Added $11.6m560.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.7m226.7k shares
IMC-Chicago, LLC Added $4.4m211.7k shares
JANE STREET GROUP, LLC Reduced $3.8m181.8k shares
CAPITAL FUND MANAGEMENT S.A. New $2.2m104.4k shares
Squarepoint Ops LLC New $1.5m73.7k shares
Walleye Capital LLC Reduced $1.3m62.7k shares
Walleye Trading LLC Reduced $1.0m49.3k shares
TUDOR INVESTMENT CORP ET AL New $923.2k44.6k 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 Q1 2026

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 Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.78% of their portfolio PLANO, TX 110,630,948110.6m $2.3bn $2.3bn 0.78% Added +1.6m +1,649,360
2 PRIMECAP MANAGEMENT CO/CA/ 0.95% of their portfolio PASADENA, CA 58,530,83058.5m $1.2bn $1.2bn 0.95% Added +229.4k +229,400
3 Aristotle Capital Management, LLC 1.90% of their portfolio LOS ANGELES, CA 43,937,13743.9m $909.5m $909.5m 1.90% Reduced -1.2m -1,153,022
4 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 24,987,73525.0m $517.2m $517.2m 0.03% Added +2.4m +2,384,050
5 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 16,992,57917.0m $351.7m $351.7m 0.03% Added +1.4m +1,413,785
6 Mondrian Investment Partners LTD 3.76% of their portfolio LONDON, X0 11,975,86112.0m $251.5m $251.5m 3.76% Added +3.3m +3,291,764
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 9,389,0769.4m $194.4m $194.4m 0.00% Added +1.0m +1,018,055
8 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 8,968,4579.0m $185.6m $185.6m 0.02% Added +1.2m +1,178,887
9 Capital International Investors 0.03% of their portfolio Los Angeles, CA 7,375,5937.4m $146.9m $146.9m 0.03% Reduced -71.3k -71,296
10 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 7,364,4157.4m $152.4m $152.4m 0.02% Reduced -55.0k -55,032
11 Harding Loevner LP 1.41% of their portfolio Bridgewater, NJ 6,636,7076.6m $137.4m $137.4m 1.41% Reduced -405.8k -405,766
12 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 6,571,7346.6m $136.0m $136.0m 0.03% Reduced -207.2k -207,188
13 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 5,876,9555.9m $121.7m $121.7m 0.03% Added +500.9k +500,878
14 GABELLI FUNDS LLC 0.73% of their portfolio Rye, NY 5,197,6415.2m $107.6m $107.6m 0.73% Reduced -121.4k -121,449
15 NATIXIS ADVISORS, LLC 0.15% of their portfolio Boston, MA 5,112,5475.1m $105.8m $105.8m 0.15% Reduced -116.5k -116,456
16 Clearbridge Investments, LLC 0.09% of their portfolio NEW YORK, NY 5,062,0025.1m $104.8m $104.8m 0.09% Reduced -546.0k -546,048
17 FMR LLC 0.01% of their portfolio BOSTON, MA 5,044,2095.0m $104.4m $104.4m 0.01% Reduced -1.1m -1,092,874
18 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 4,970,8325.0m $102.9m $102.9m 0.01% Reduced -105.7k -105,684
19 GAMCO INVESTORS, INC. ET AL 0.94% of their portfolio GREENWICH, CT 4,589,0844.6m $95.0m $95.0m 0.94% Reduced -385.9k -385,948
20 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 4,585,5654.6m $91.3m $91.3m 0.04% Added +4.5m +4,500,336
21 D. E. Shaw & Co., Inc. 0.06% of their portfolio New York, NY 3,581,8563.6m $74.1m $74.1m 0.06% New
22 Thrivent Financial for Lutherans 0.14% of their portfolio Minneapolis, MN 3,470,3383.5m $71.8m $71.8m 0.14% Added +58.7k +58,704
23 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 3,207,4823.2m $66.4m $66.4m 0.01% Added +110.5k +110,545
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 3,135,0953.1m $64.4m $64.4m 0.01% Added +1.1m +1,127,941
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,899,6592.9m $57.8m $57.8m 0.00% Added +752.0k +751,972
26 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,885,0322.9m $59.7m $59.7m 0.01% Added +142.6k +142,630
27 SEI INVESTMENTS CO 0.05% of their portfolio OAKS, PA 2,858,7772.9m $59.2m $59.2m 0.05% Reduced -70.6k -70,617
28 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 2,225,3802.2m $46.1m $46.1m 0.01% Reduced -24.9k -24,891
29 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,144,9822.1m $44.4m $44.4m 0.01% Added +17.8k +17,753
30 Alberta Investment Management Corp 0.25% of their portfolio EDMONTON, A0 1,993,0002.0m $41.3m $41.3m 0.25% New
31 CIBC Bancorp USA Inc. 0.05% of their portfolio CHICAGO, IL 1,953,6452.0m $40.5m $40.5m 0.05% First filing
32 WCM INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio LAGUNA BEACH, CA 1,949,5921.9m $38.8m $38.8m 0.09% Added +1.5m +1,504,035
33 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 1,937,1631.9m $40.1m $40.1m 0.04% Added +1.3m +1,349,585
34 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio BOSTON, MA 1,932,2581.9m $40.0m $40.0m 0.02% New
35 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 1,872,8661.9m $38.8m $38.8m 0.03% Added +84.0k +84,000
36 Clark Capital Management Group, Inc. 0.23% of their portfolio PHILADELPHIA, PA 1,779,4741.8m $36.8m $36.8m 0.23% Reduced -95.1k -95,077
37 ASSETMARK, INC 0.07% of their portfolio CONCORD, CA 1,661,7881.7m $34.4m $34.4m 0.07% Reduced -28.6k -28,605
38 Pictet North America Advisors SA 3.26% of their portfolio GENEVA 73, V8 1,584,6301.6m $32.8m $32.8m 3.26% Added +47.6k +47,594
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 1,393,5251.4m $28.8m $28.8m 0.01% Added +1.2m +1,208,673
40 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,326,9081.3m $27.5m $27.5m 0.01% Reduced -630.1k -630,131
41 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,265,7471.3m $26.2m $26.2m 0.01% Added +325.4k +325,402
42 Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio VANCOUVER, A1 1,257,3151.3m $26.0m $26.0m 0.06% Added +1.1m +1,121,272
43 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.33% of their portfolio PORTLAND, OR 1,156,1931.2m $23.9m $23.9m 0.33% New
44 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 1,098,7791.1m $22.7m $22.7m 0.02% Added +72.2k +72,195
45 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 1,077,9441.1m $22.3m $22.3m 0.02% Added +1.9k +1,948
46 Quantinno Capital Management LP 0.04% of their portfolio NEW YORK, NY 1,036,7821.0m $21.5m $21.5m 0.04% Added +156.5k +156,464
47 Balyasny Asset Management L.P. 0.04% of their portfolio Chicago, IL 1,019,1671.0m $21.1m $21.1m 0.04% Reduced -508.1k -508,150
48 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 969,209969.2k $20.1m $20.1m 0.01% Added +179.7k +179,748
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 964,786964.8k $20.0m $20.0m 0.00% Added +76.5k +76,499
50 Martin Investment Management, LLC 5.52% of their portfolio PALM BEACH GARDENS, FL 891,165891.2k $18.4m $18.4m 5.52% Reduced -77.0k -77,030
51 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.09% of their portfolio Stamford, CT 839,001839.0k $17.4m $17.4m 0.09% Reduced -155.1k -155,118
52 Arnhold LLC 1.27% of their portfolio New York, NY 837,356837.4k $17.3m $17.3m 1.27% Added +127.7k +127,693
53 CABOT WEALTH MANAGEMENT INC 1.98% of their portfolio BEVERLY, MA 830,909830.9k $17.2m $17.2m 1.98% Added +16.3k +16,326
54 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 822,042822.0k $17.0m $17.0m 0.01% Reduced -151.1k -151,136
55 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 816,049816.0k $16.9m $16.9m 0.00% Added +29.6k +29,580
56 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio COLUMBUS, OH 759,221759.2k $15.7m $15.7m 0.05% New
57 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio JUPITER, FL 753,523753.5k $15.6m $15.6m 0.06% New
58 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 742,579742.6k $15.4m $15.4m 0.02% Added +104.1k +104,100
59 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 727,569727.6k $15.1m $15.1m 0.00% Added +71.7k +71,723
60 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 727,144727.1k $15.1m $15.1m 0.02% Added +60.6k +60,636
61 CLARK ESTATES INC/NY 3.44% of their portfolio NEW YORK, NY 691,600691.6k $14.3m $14.3m 3.44% Added +441.6k +441,600
62 SouthState Bank Corp 0.66% of their portfolio Winter Haven, FL 687,517687.5k $14.2m $14.2m 0.66% Reduced -16.1k -16,093
63 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 674,519674.5k $14.0m $14.0m 0.01% Reduced -4.2m -4,185,843
64 THORNBURG INVESTMENT MANAGEMENT INC 0.14% of their portfolio SANTA FE, NM 669,134669.1k $13.9m $13.9m 0.14% Added +94.1k +94,053
65 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 661,096661.1k $13.7m $13.7m 0.02% Added +97.9k +97,910
66 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 655,000655.0k $13.6m $13.6m 0.02% New
67 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 644,071644.1k $13.3m $13.3m 0.01% Added +570.9k +570,893
68 CAMBIAR INVESTORS LLC 0.60% of their portfolio Denver, CO 625,049625.0k $12.9m $12.9m 0.60% Added +35.1k +35,096
69 CapWealth Advisors, LLC 0.95% of their portfolio FRANKLIN, TN 618,738618.7k $12.8m $12.8m 0.95% Added +31.7k +31,733
70 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 617,377617.4k $12.8m $12.8m 0.01% Added +1.5k +1,465
71 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 605,752605.8k $12.5m $12.5m 0.01% Added +32.8k +32,846
72 LATHROP INVESTMENT MANAGEMENT CO 2.29% of their portfolio LITTLE ROCK, AR 591,040591.0k $12.2m $12.2m 2.29% Reduced -14.7k -14,687
73 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 564,807564.8k $11.7m $11.7m 0.02% Reduced -76.8k -76,805
74 CAPITAL FUND MANAGEMENT S.A. 0.10% of their portfolio PARIS, I0 534,902534.9k $11.1m $11.1m 0.10% Added +86.6k +86,594
75 Rock Point Advisors, LLC 2.89% of their portfolio BURLINGTON, VT 515,468515.5k $10.7m $10.7m 2.89% Added +61.7k +61,716
76 Ethic Inc. 0.16% of their portfolio NEW YORK, NY 496,565496.6k $10.3m $10.3m 0.16% Reduced -28.0k -28,029
77 BCWM, LLC 2.87% of their portfolio OVERLAND PARK, KS 489,017489.0k $10.1m $10.1m 2.87% New
78 Crossmark Global Holdings, Inc. 0.15% of their portfolio HOUSTON, TX 487,727487.7k $10.1m $10.1m 0.15% Added +11.3k +11,323
79 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio NEW YORK, NY 485,430485.4k $10.0m $10.0m 0.07% Added +169.4k +169,398
80 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 461,589461.6k $9.6m $9.6m 0.02% Added +184.9k +184,896
81 Live Oak Private Wealth LLC 1.31% of their portfolio WILMINGTON, NC 454,318454.3k $9.4m $9.4m 1.31% Added +15.2k +15,174
82 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 426,324426.3k $9.0m $9.0m 0.03% Added +420.4k +420,395
83 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 424,385424.4k $8.8m $8.8m 0.01% Added +11.9k +11,901
84 Rathbones Group PLC 0.02% of their portfolio Liverpool, X0 412,674412.7k $8.5m $8.5m 0.02% Added +20.1k +20,124
85 Foresight Global Investors, Inc. 5.47% of their portfolio PURCHASE, NY 407,011407.0k $8.4m $8.4m 5.47% Reduced -365.1k -365,105
86 Mariner, LLC 0.01% of their portfolio Overland Park, KS 399,333399.3k $8.3m $8.3m 0.01% Added +18.5k +18,486
87 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 394,119394.1k $8.2m $8.2m 0.01% Reduced -97.9k -97,873
88 OPPENHEIMER ASSET MANAGEMENT INC. 0.09% of their portfolio NEW YORK, NY 382,374382.4k $7.9m $7.9m 0.09% Added +26.4k +26,437
89 QRG CAPITAL MANAGEMENT, INC. 0.08% of their portfolio BERWYN, PA 361,696361.7k $7.5m $7.5m 0.08% Reduced -31.9k -31,865
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 361,073361.1k $7.5m $7.5m 0.00% Reduced -192.7k -192,711
91 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 358,534358.5k $7.4m $7.4m 0.01% Reduced -8.4k -8,388
92 Walleye Capital LLC 0.04% of their portfolio NEW YORK, NY 352,105352.1k $7.3m $7.3m 0.04% Reduced -120.3k -120,258
93 Boston Partners 0.01% of their portfolio BOSTON, MA 345,362345.4k $7.2m $7.2m 0.01% Added +292 +292
94 Pinnacle Financial Partners, Inc. 0.05% of their portfolio ATLANTA, GA 341,143341.1k $7.1m $7.1m 0.05% Reduced -1.1k -1,146
95 Ramirez Asset Management, Inc. 0.84% of their portfolio NEW YORK, NY 339,615339.6k $7.0m $7.0m 0.84% New
96 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 336,462336.5k $7.0m $7.0m 0.03% Added +47.0k +47,013
97 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 335,432335.4k $6.9m $6.9m 0.02% Reduced -84.0k -83,985
98 Markel Group Inc. 0.06% of their portfolio Glen Allen, VA 335,000335.0k $6.9m $6.9m 0.06% Unchanged
99 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 325,068325.1k $6.7m $6.7m 0.00% Added +25.9k +25,941
100 Boston Common Asset Management, LLC 0.43% of their portfolio BOSTON, MA 321,630321.6k $6.7m $6.7m 0.43% Added +31.0k +30,979