SONY — Sony Group Corp Institutional Holders · Q3 2026

Name: Who Owns SONY? 35 Institutions Hold $57.4M (Q3 2026)
Creator: ko.io

Who owns Sony Group Corp (SONY)? 35 institutions reported holding $57.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($27.4M), CapWealth Advisors, LLC ($16.1M), Central Pacific Bank - Trust Division ($2.4M).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$27.4M	1.2M	Added
2	CapWealth Advisors, LLC	$16.1M	683,884	Added
3	Central Pacific Bank - Trust Division	$2.4M	100,000	Hold
4	Successful Portfolios LLC	$2.2M	91,543	Hold
5	DOLIVER ADVISORS, LP	$1.7M	71,724	Trimmed
6	Farther Finance Advisors, LLC	$1.3M	57,134	Added
7	CONFLUENCE INVESTMENT MANAGEMENT LLC	$1.3M	53,508	Trimmed
8	GAMMA Investing LLC	$1.2M	50,036	Added
9	Versant Capital Management, Inc	$795,479	33,807	Added
10	Dorato Capital Management	$669,521	28,466	Added
11	Valeo Financial Advisors, LLC	$485,762	20,644	Added
12	RIVERSEDGE ADVISORS, LLC	$444,764	18,902	Added
13	Wedmont Private Capital	$326,439	13,630	Added
14	Rosenberg Matthew Hamilton	$294,925	12,534	Added
15	Balefire, LLC	$221,676	9,421	New
16	Avidian Wealth Enterprises, LLC	$218,847	9,301	New
17	AMERICAN NATIONAL BANK & TRUST	$137,885	5,860	Trimmed
18	Grove Bank & Trust	$88,943	3,780	Trimmed
19	EASTERN BANK	$49,450	2,102	Trimmed
20	GK Wealth Management LLC	$44,942	1,910	New
21	Retirement Wealth Solutions LLC	$30,966	1,316	Added
22	General Partner, Inc.	$29,295	1,245	Hold
23	CoreCap Advisors, LLC	$23,530	1,000	Added
24	GILPIN WEALTH MANAGEMENT, LLC	$19,930	847	New
25	ELEVATION WEALTH PARTNERS, LLC	$13,177	560	Hold

Source: SEC Form 13F filings · as of 2026-09-30