33 institutions reported holding $12.2M of SONY GROUP CORP SPONSORED ADR (SONY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($4.3M), Central Pacific Bank - Trust Division ($2.0M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($1.2M), GAMMA Investing LLC ($875,097), FNY Investment Advisers, LLC ($802,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $4.3M | 216,802 | New |
| 2 | Central Pacific Bank - Trust Division | $2.0M | 100,000 | Hold |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.2M | 58,461 | Trimmed |
| 4 | GAMMA Investing LLC | $875,097 | 43,624 | Trimmed |
| 5 | FNY Investment Advisers, LLC | $802,000 | 40,000 | New |
| 6 | Versant Capital Management, Inc | $522,744 | 26,059 | Trimmed |
| 7 | Somerset Trust Co | $435,422 | 21,706 | Added |
| 8 | Valeo Financial Advisors, LLC | $364,758 | 18,183 | Trimmed |
| 9 | TRUST POINT INC. | $348,381 | 17,367 | Trimmed |
| 10 | Pacific Excel Wealth Advisors, Inc. | $272,083 | 13,563 | New |
| 11 | 55 North Private Wealth, LLC | $258,534 | 12,888 | New |
| 12 | 180 WEALTH ADVISORS, LLC | $222,485 | 11,091 | Trimmed |
| 13 | Arlington Trust Co LLC | $146,759 | 7,316 | Trimmed |
| 14 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $125,798 | 6,272 | Added |
| 15 | Hilltop National Bank | $95,807 | 4,776 | Hold |
| 16 | Grove Bank & Trust | $90,029 | 4,488 | Added |
| 17 | EASTERN BANK | $42,198 | 2,104 | Added |
| 18 | HARBOR INVESTMENT ADVISORY, LLC | $26,981 | 1,345 | Hold |
| 19 | General Partner, Inc. | $24,975 | 1,245 | Hold |
| 20 | ELEVATION WEALTH PARTNERS, LLC | $11,234 | 560 | New |
| 21 | Retirement Wealth Solutions LLC | $9,669 | 482 | Trimmed |
| 22 | CX Institutional | $9,000 | 473 | Added |
| 23 | Beaird Harris Wealth Management, LLC | $4,590 | 229 | Hold |
| 24 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $3,210 | 160 | New |
| 25 | KERR FINANCIAL PLANNING Corp | $1,806 | 90 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30