Who owns SONY (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-Q1 13F filings. 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
The tracked-fund tape on SONY is one-sided between 2025-Q4 and 2026-Q1: 55 added or opened and 278 trimmed or exited — on balance reducing.
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 0.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 734 tracked filers holding SONY, 328 increased or opened the position and 436 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2025-Q4 and 2026-Q1 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 22
- D. E. Shaw & Co., Inc.$74M
- Alberta Investment Management Corp$41M
- CIBC Bancorp USA Inc.$40M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$40M
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$24M
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16M
Full exits 50
- FIDUCIARY MANAGEMENT INC /WI/$143M
- Qube Research & Technologies Ltd$93M
- CIBC Private Wealth Group LLC$47M
- Handelsbanken Fonder AB$30M
- TODD ASSET MANAGEMENT LLC$21M
- LMR Partners LLP$15M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$89M
- WCM INVESTMENT MANAGEMENT, LLC$27M
- Mondrian Investment Partners LTD$26M
- JANE STREET GROUP, LLC$25M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$24M
- Connor, Clark & Lunn Investment Management Ltd.$23M
Largest trims
- Fisher Asset Management, LLC$500M
- PRIMECAP MANAGEMENT CO/CA/$281M
- Aristotle Capital Management, LLC$279M
- CITADEL ADVISORS LLC$110M
- BlackRock, Inc.$72M
- MORGAN STANLEY$61M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 110,630,948 | $2.3B | 26.8% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 58,530,830 | $1.2B | 14.2% | 2026-Q1 |
| MORGAN STANLEY added | 24,987,735 | $517M | 6.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 16,992,579 | $352M | 4.1% | 2026-Q1 |
| Mondrian Investment Partners LTD added | 11,975,861 | $251M | 2.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 8,968,457 | $186M | 2.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 7,364,415 | $152M | 1.8% | 2026-Q1 |
| Capital International Investors trimmed | 7,375,593 | $147M | 1.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 6,861,072 | $142M | 1.7% | 2026-Q1 |
| Harding Loevner LP trimmed | 6,636,707 | $137M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 6,571,734 | $136M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,876,955 | $122M | 1.4% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 5,197,641 | $108M | 1.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 5,112,547 | $106M | 1.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 5,062,002 | $105M | 1.2% | 2026-Q1 |
| FMR LLC trimmed | 5,036,987 | $104M | 1.2% | 2026-Q1 |
| Capital World Investors trimmed | 4,970,832 | $103M | 1.2% | 2026-Q1 |
| Aristotle Capital Management, LLC trimmed | 4,949,950 | $100M | 1.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 4,589,084 | $95M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 4,585,565 | $91M | 1.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 3,581,856 | $74M | 0.9% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 3,470,338 | $72M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,207,482 | $66M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,135,095 | $64M | 0.8% | 2026-Q1 |
| UBS Group AG added | 2,885,032 | $60M | 0.7% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 2,858,777 | $59M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,899,659 | $58M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,225,380 | $46M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,144,982 | $44M | 0.5% | 2026-Q1 |
| Alberta Investment Management Corp added | 1,993,000 | $41M | 0.5% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 1,953,645 | $40M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,937,163 | $40M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,932,258 | $40M | 0.5% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 1,949,592 | $39M | 0.5% | 2026-Q1 |
| Creative Planning added | 1,872,866 | $39M | 0.5% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 1,779,474 | $37M | 0.4% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,661,788 | $34M | 0.4% | 2026-Q1 |
| Pictet North America Advisors SA added | 1,584,630 | $33M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,393,525 | $29M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,326,908 | $27M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 1,265,747 | $26M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,257,315 | $26M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 1,176,248 | $26M | 0.3% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 1,156,193 | $24M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,098,779 | $23M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,077,944 | $22M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,036,782 | $21M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,019,167 | $21M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 969,209 | $20M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 964,786 | $20M | 0.2% | 2026-Q1 |
| Martin Investment Management, LLC trimmed | 891,165 | $18M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 839,001 | $17M | 0.2% | 2026-Q1 |
| Arnhold LLC added | 837,356 | $17M | 0.2% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 830,909 | $17M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 822,042 | $17M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 759,221 | $16M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 753,523 | $16M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 742,579 | $15M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 727,569 | $15M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 727,144 | $15M | 0.2% | 2026-Q1 |
| CLARK ESTATES INC/NY added | 691,600 | $14M | 0.2% | 2026-Q1 |
| SouthState Bank Corp trimmed | 687,517 | $14M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 674,519 | $14M | 0.2% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 669,134 | $14M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 661,096 | $14M | 0.2% | 2026-Q1 |
| NORGES BANK | 538,250 | $14M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 655,000 | $14M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 644,071 | $13M | 0.2% | 2026-Q1 |
| CAMBIAR INVESTORS LLC added | 625,049 | $13M | 0.2% | 2026-Q1 |
| CapWealth Advisors, LLC added | 618,738 | $13M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 616,283 | $13M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 605,752 | $13M | 0.1% | 2026-Q1 |
| LATHROP INVESTMENT MANAGEMENT CO trimmed | 591,040 | $12M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 564,807 | $12M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 534,902 | $11M | 0.1% | 2026-Q1 |
| Rock Point Advisors, LLC added | 515,468 | $11M | 0.1% | 2026-Q1 |
| Ethic Inc. trimmed | 496,565 | $10M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 490,713 | $10M | 0.1% | 2026-Q1 |
| BCWM, LLC new | 489,017 | $10M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 487,727 | $10M | 0.1% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 485,430 | $10M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 461,589 | $10M | 0.1% | 2026-Q1 |
| Live Oak Private Wealth LLC added | 454,318 | $9M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 426,324 | $9M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 424,385 | $9M | 0.1% | 2026-Q1 |
| Foresight Global Investors, Inc. trimmed | 407,011 | $8M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 399,333 | $8M | 0.1% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 5,597,452 | $143M | 1.7% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 3,615,444 | $93M | 1.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 1,838,420 | $47M | 0.6% | 2025-Q4 stale |
| Handelsbanken Fonder AB trimmed | 1,176,915 | $30M | 0.4% | 2025-Q4 stale |
| TODD ASSET MANAGEMENT LLC trimmed | 833,175 | $21M | 0.3% | 2025-Q4 stale |
| LMR Partners LLP trimmed | 600,000 | $15M | 0.2% | 2025-Q4 stale |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY trimmed | 527,900 | $14M | 0.2% | 2025-Q4 stale |
| Theleme Partners LLP trimmed | 525,000 | $13M | 0.2% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 518,868 | $13M | 0.2% | 2025-Q4 stale |
| Capital Wealth Planning, LLC added | 371,198 | $10M | 0.1% | 2025-Q4 stale |
| Nixon Capital, LLC trimmed | 371,886 | $10M | 0.1% | 2025-Q4 stale |
| SummitTX Capital, L.P. added | 362,972 | $9M | 0.1% | 2025-Q4 stale |
| Nishkama Capital, LLC new | 300,667 | $9M | 0.1% | 2025-Q3 stale |
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.