Who owns Sony Group (SONY)
Which tracked institutional funds hold SONY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SONY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
93 tracked funds added or opened SONY while 136 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SONY’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SONY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 704 tracked filers holding SONY, 314 increased or opened the position and 392 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SONY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- Contrarius Group Holdings Ltd$138M
- DV EQUITIES, LLC$51M
- Long Focus Capital Management, LLC$19M
- LMR Partners LLP$16M
- Alight Capital Management LP$10M
- XY Capital Ltd$10M
Full exits 41
- NATIXIS ADVISORS, LLC$106M
- Thrivent Financial for Lutherans$72M
- Clark Capital Management Group, Inc.$37M
- Pacer Advisors, Inc.$26M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$16M
- RENAISSANCE TECHNOLOGIES LLC$14M
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$51M
- WCM INVESTMENT MANAGEMENT, LLC$50M
- BlackRock, Inc.$47M
- CITADEL ADVISORS LLC$37M
- Connor, Clark & Lunn Investment Management Ltd.$28M
- UBS Group AG$20M
Largest trims
- Aristotle Capital Management, LLC$88M
- D. E. Shaw & Co., Inc.$65M
- BANK OF AMERICA CORP /DE/$62M
- MORGAN STANLEY$47M
- Clearbridge Investments, LLC$43M
- JANE STREET GROUP, LLC$39M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 112,216,813 | $2.3B | 25.7% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ added | 59,603,230 | $1.2B | 13.7% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 41,272,268 | $828M | 9.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 23,462,087 | $471M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 14,461,700 | $290M | 3.3% | 2026-Q2 |
| Mondrian Investment Partners LTD added | 12,272,937 | $245M | 2.8% | 2026-Q2 |
| BlackRock, Inc. added | 9,409,536 | $189M | 2.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 8,780,562 | $176M | 2.0% | 2026-Q2 |
| Capital International Investors added | 7,654,498 | $156M | 1.8% | 2026-Q2 |
| Contrarius Group Holdings Ltd new | 6,899,554 | $138M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 6,861,067 | $138M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,633,573 | $133M | 1.5% | 2026-Q2 |
| Harding Loevner LP trimmed | 6,468,686 | $140M | 1.6% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 5,030,691 | $101M | 1.2% | 2026-Q2 |
| Capital World Investors added | 4,989,355 | $100M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,969,375 | $100M | 1.1% | 2026-Q2 |
| FMR LLC trimmed | 4,863,244 | $98M | 1.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,762,172 | $94M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 4,556,802 | $91M | 1.0% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 4,498,717 | $90M | 1.0% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 4,329,142 | $88M | 1.0% | 2026-Q2 |
| UBS Group AG added | 3,974,727 | $80M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,324,015 | $67M | 0.8% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 3,099,508 | $62M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,964,116 | $59M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 2,790,486 | $56M | 0.6% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 2,669,605 | $54M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,552,757 | $51M | 0.6% | 2026-Q2 |
| DV EQUITIES, LLC added | 2,529,344 | $51M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,339,022 | $48M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,250,435 | $45M | 0.5% | 2026-Q2 |
| Alberta Investment Management Corp | 1,993,000 | $40M | 0.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 1,905,322 | $38M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,885,236 | $38M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 1,835,524 | $37M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 1,738,714 | $35M | 0.4% | 2026-Q2 |
| Pictet North America Advisors SA added | 1,684,567 | $34M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,572,706 | $32M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,358,175 | $27M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,213,565 | $24M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,189,648 | $24M | 0.3% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 1,153,323 | $23M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,079,818 | $22M | 0.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,077,334 | $22M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,052,300 | $21M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,034,437 | $21M | 0.2% | 2026-Q2 |
| Long Focus Capital Management, LLC new | 960,000 | $19M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 945,811 | $19M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 944,919 | $19M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 943,947 | $19M | 0.2% | 2026-Q2 |
| Martin Investment Management, LLC trimmed | 869,290 | $17M | 0.2% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC added | 854,132 | $17M | 0.2% | 2026-Q2 |
| Arnhold LLC trimmed | 835,356 | $17M | 0.2% | 2026-Q2 |
| CLARK ESTATES INC/NY added | 825,000 | $17M | 0.2% | 2026-Q2 |
| LMR Partners LLP added | 821,700 | $16M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 795,617 | $16M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 795,130 | $16M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 777,554 | $16M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 759,221 | $15M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 758,249 | $15M | 0.2% | 2026-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 749,018 | $15M | 0.2% | 2026-Q2 |
| Foresight Global Investors, Inc. added | 740,300 | $15M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 739,737 | $15M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 725,665 | $15M | 0.2% | 2026-Q2 |
| CapWealth Advisors, LLC added | 662,154 | $13M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 618,437 | $12M | 0.1% | 2026-Q2 |
| CAMBIAR INVESTORS LLC trimmed | 606,184 | $12M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 588,459 | $12M | 0.1% | 2026-Q2 |
| Rock Point Advisors, LLC added | 576,957 | $12M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 568,503 | $11M | 0.1% | 2026-Q2 |
| NORGES BANK | 538,250 | $11M | 0.1% | 2026-Q2 |
| Ethic Inc. added | 516,600 | $10M | 0.1% | 2026-Q2 |
| Alight Capital Management LP added | 516,432 | $10M | 0.1% | 2026-Q2 |
| XY Capital Ltd added | 510,791 | $10M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 510,066 | $10M | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 505,405 | $10M | 0.1% | 2026-Q2 |
| BCWM, LLC added | 500,469 | $10M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 487,650 | $10M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 485,381 | $10M | 0.1% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 484,865 | $10M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 478,894 | $10M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 471,304 | $10M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 451,116 | $9M | 0.1% | 2026-Q2 |
| Rathbones Group PLC added | 449,697 | $9M | 0.1% | 2026-Q2 |
| Live Oak Private Wealth LLC trimmed | 431,463 | $9M | 0.1% | 2026-Q2 |
| Quinn Opportunity Partners LLC added | 430,000 | $9M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 429,825 | $9M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 418,018 | $8M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 413,043 | $8M | 0.1% | 2026-Q2 |
| Ramirez Asset Management, Inc. added | 404,325 | $8M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 404,200 | $8M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 380,427 | $8M | 0.1% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 376,923 | $8M | 0.1% | 2026-Q2 |
| Boston Partners added | 371,412 | $7M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 352,545 | $7M | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 343,081 | $7M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 341,865 | $7M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 336,423 | $7M | 0.1% | 2026-Q2 |
| Markel Group Inc. | 335,000 | $7M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 332,444 | $7M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.