SONY FINANCIAL GROUP INC-ADR SFGYY
COM · ADR · CUSIP 83571B100
33
institutional holders
+19 vs Q3 2025
929.4k
shares reported held*
$4.9mreported value*
24 new
1 added
3 reduced
6 sold out
net sold ≈ $40.7m (-7.9m 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. Holder counts are more reliable. Implied quarter-end price ≈ $5.23.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 14 |
| Q4 2025 | 33 |
Biggest buyers
| Madison Asset Management, LLC | New | +333.5k |
| RHUMBLINE ADVISERS | New | +25.2k |
| FCA CORP /TX | New | +15.8k |
| YOUSIF CAPITAL MANAGEMENT, LLC | New | +10.9k |
| Sterling Capital Management LLC | New | +9.0k |
| PNC Financial Services Group, Inc. | New | +2.3k |
| GAMMA Investing LLC | New | +2.2k |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | New | +1.1k |
| Salomon & Ludwin, LLC | New | +1.1k |
| TRUST CO OF VERMONT | New | +900 |
Biggest sellers
| Aristotle Capital Management, LLC | Reduced | -6.8m |
| FIDUCIARY MANAGEMENT INC /WI/ | Sold out | -1.2m |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | Sold out | -148.7k |
| LATHROP INVESTMENT MANAGEMENT CO | Reduced | -77.3k |
| SIT INVESTMENT ASSOCIATES INC | Sold out | -52.5k |
| HANCOCK WHITNEY CORP | Sold out | -8.8k |
| BESSEMER GROUP INC | Sold out | -1.5k |
| KERR FINANCIAL PLANNING Corp | Sold out | -89 |
| AMERIFLEX GROUP, INC. | Reduced | -36 |
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
| Manager | Shares | Change |
|---|---|---|
| Aristotle Capital Management, LLC 0.00% of their portfolio | 365.5k $1.9m | Reduced -6.8m |
| Madison Asset Management, LLC 0.02% of their portfolio | 333.5k $1.7m | New |
| Henry James International Management Inc. 0.14% of their portfolio | 87.9k $460.0k | Added +48 |
| LATHROP INVESTMENT MANAGEMENT CO 0.04% of their portfolio | 39.3k $206.0k | Reduced -77.3k |
| Generali Investments CEE, investicni spolecnost, a.s. 0.01% of their portfolio | 29.1k $152.5k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 25.2k $131.7k | New |
| FCA CORP /TX 0.02% of their portfolio | 15.8k $82.6k | New |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 10.9k $56.8k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 9.0k $47.0k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.3k $12.2k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 2.2k $11.6k | New |
| ATLAS CAPITAL ADVISORS INC. 0.00% of their portfolio | 1.4k $7.3k | First filing |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio | 1.1k $5.6k | New |
| Salomon & Ludwin, LLC 0.00% of their portfolio | 1.1k $5.7k | New |
| TRUST CO OF VERMONT 0.00% of their portfolio | 900 $4.7k | New |
| Wealth Preservation Advisors, LLC 0.00% of their portfolio | 900 $4.7k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 576 $3.0k | New |
| Westside Investment Management, Inc. 0.00% of their portfolio | 572 $3.0k | New |
| OGOREK ANTHONY JOSEPH /NY/ /ADV 0.00% of their portfolio | 479 $2.0k | New |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 330 $1.7k | New |
| PARADIGM ASSET MANAGEMENT CO LLC 0.00% of their portfolio | 300 $1.6k | Unchanged |
| General Partner, Inc. 0.00% of their portfolio | 249 $1.3k | New |
| AMERIFLEX GROUP, INC. 0.00% of their portfolio | 166 $868 | Reduced -36 |
| Murphy & Mullick Capital Management Corp 0.00% of their portfolio | 153 $800 | New |
| Steigerwald, Gordon & Koch Inc. 0.00% of their portfolio | 75 $392 | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 57 $298 | New |
| Ascentis Wealth Management, LLC 0.00% of their portfolio | 44 $230 | New |
| Coston, McIsaac & Partners 0.00% of their portfolio | 38 $0 | New |
| ORG Partners LLC 0.00% of their portfolio | 20 $104 | New |
| Heritage Wealth Advisors 0.00% of their portfolio | 18 $94 | Unchanged |
| Byrne Asset Management LLC 0.00% of their portfolio | 16 $84 | New |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% of their portfolio | 10 $52 | New |
| Winch Advisory Services, LLC 0.00% of their portfolio | 8 $42 | New |