Who Owns SONY FINANCIAL GROUP INC (SFGYY)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $2.2M of SONY FINANCIAL GROUP INC (SFGYY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Madison Asset Management, LLC ($1.5M), Henry James International Management Inc. ($375,462), DELTA CAPITAL MANAGEMENT LLC ($133,000), GAMMA Investing LLC ($46,247), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ($44,359). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Madison Asset Management, LLC | $1.5M | 355,678 | Added |
| 2 | Henry James International Management Inc. | $375,462 | 86,512 | Hold |
| 3 | DELTA CAPITAL MANAGEMENT LLC | $133,000 | 30,616 | New |
| 4 | GAMMA Investing LLC | $46,247 | 10,656 | Added |
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $44,359 | 10,221 | Hold |
| 6 | Sterling Capital Management LLC | $11,983 | 290 | Hold |
| 7 | Generali Investments CEE, investicni spolecnost, a.s. | $9,331 | 2,150 | Trimmed |
| 8 | RHUMBLINE ADVISERS | $5,524 | 1,273 | Trimmed |
| 9 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $3,119 | 721 | Trimmed |
| 10 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $2,000 | 479 | Hold |
| 11 | TRUST CO OF VERMONT | $1,302 | 300 | Trimmed |
| 12 | Ancora Advisors LLC | $1,246 | 287 | Trimmed |
| 13 | General Partner, Inc. | $1,081 | 249 | Hold |
| 14 | Salomon & Ludwin, LLC | $496 | 113 | Trimmed |
| 15 | Archer Investment Corp | $247 | 57 | Hold |
| 16 | ORG Wealth Partners, LLC | $190 | 44 | Hold |
| 17 | Heritage Wealth Advisors | $78 | 18 | New |
| 18 | Byrne Asset Management LLC | $69 | 16 | Hold |
| 19 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $43 | 10 | Hold |
| 20 | Winch Advisory Services, LLC | $35 | 8 | Hold |
| 21 | First Command Advisory Services, Inc. | $30 | 7 | New |
| 22 | Strengthening Families & Communities, LLC | $9 | 2 | Hold |
| 23 | ATLAS CAPITAL ADVISORS INC. | $0 | 0 | Exited |
| 24 | Westside Investment Management, Inc. | $0 | 0 | Exited |
| 25 | YOUSIF CAPITAL MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30