Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SONY GROUP CORP · SPONSORED ADR · quarter ended 2026-03-31 · 9 members disclosed SONY ↗

13F filers reporting this class for the quarter ended 2026-03-31: 497
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $5.9B
holders whose share count rose or who opened the position (new + add), by shares: 232
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 119

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SONY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	PRIMECAP MANAGEMENT CO/CA/	$1.2B	58,530,830	+229,400	ADD
2	Aristotle Capital Management, LLC	$909M	43,937,137	−1,153,022	TRIM
3	MORGAN STANLEY	$517M	24,987,735	+2,384,050	ADD
4	BANK OF AMERICA CORP /DE/	$352M	16,992,579	+1,413,785	ADD
5	BlackRock, Inc.	$194M	9,389,076	+1,018,055	ADD
6	NORTHERN TRUST CORP	$152M	7,364,415	−55,032	TRIM
7	Capital International Investors	$147M	7,375,593	−71,296	TRIM
8	HARDING LOEVNER LP	$137M	6,636,707	−405,766	TRIM
9	ROYAL BANK OF CANADA	$136M	6,571,734	−207,188	TRIM
10	ENVESTNET ASSET MANAGEMENT INC	$122M	5,876,955	+500,878	ADD
11	Clearbridge Investments, LLC	$105M	5,062,002	−546,048	TRIM
12	FMR LLC	$104M	5,044,209	−1,092,874	TRIM
13	Capital World Investors	$103M	4,970,832	−105,684	TRIM
14	D. E. Shaw & Co., Inc.	$74.1M	3,581,856	+3,581,856	NEW
15	WELLS FARGO & COMPANY/MN	$66.4M	3,207,482	+110,545	ADD
16	UBS Group AG	$59.7M	2,885,032	+142,630	ADD
17	SEI INVESTMENTS CO	$59.2M	2,858,777	−70,617	TRIM
18	DIMENSIONAL FUND ADVISORS LP	$46.1M	2,225,380	−24,891	TRIM
19	RAYMOND JAMES FINANCIAL INC	$44.4M	2,144,982	+17,753	ADD
20	Alberta Investment Management Corp	$41.3M	1,993,000	+1,993,000	NEW
21	CIBC Bancorp USA Inc.	$40.5M	1,953,645	—	NO PRIOR
22	JANE STREET GROUP, LLC	$40.1M	1,937,163	+1,349,585	ADD
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$40.0M	1,932,258	+1,932,258	NEW
24	WCM INVESTMENT MANAGEMENT, LLC	$38.8M	1,949,592	+1,504,035	ADD
25	Creative Planning	$38.8M	1,872,866	+84,000	ADD
26	Clark Capital Management Group, Inc.	$36.8M	1,779,474	−95,077	TRIM
27	ASSETMARK, INC	$34.4M	1,661,788	−28,605	TRIM
28	Pictet North America Advisors SA	$32.8M	1,584,630	+47,594	ADD
29	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$28.8M	1,393,525	+1,208,673	ADD
30	AMERICAN CENTURY COMPANIES INC	$27.5M	1,326,908	−630,131	TRIM
31	LPL Financial LLC	$26.2M	1,265,747	+325,402	ADD
32	Connor, Clark & Lunn Investment Management Ltd.	$26.0M	1,257,315	+1,121,272	ADD
33	STIFEL FINANCIAL CORP	$22.3M	1,077,944	+1,948	ADD
34	Quantinno Capital Management LP	$21.5M	1,036,782	+156,464	ADD
35	BALYASNY ASSET MANAGEMENT L.P.	$21.1M	1,019,167	−508,150	TRIM
36	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$20.1M	969,209	+179,748	ADD
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$20.0M	964,786	+76,499	ADD
38	Martin Investment Management, LLC	$18.4M	891,165	−77,030	TRIM
39	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$17.4M	839,001	−155,118	TRIM
40	Arnhold LLC	$17.3M	837,356	+127,693	ADD
41	CABOT WEALTH MANAGEMENT INC	$17.2M	830,909	+16,326	ADD
42	Invesco Ltd.	$16.9M	816,049	+29,580	ADD
43	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$15.6M	753,523	+753,523	NEW
44	US BANCORP \DE\	$15.4M	742,579	+104,100	ADD
45	Cerity Partners LLC	$15.1M	727,144	+60,636	ADD
46	CLARK ESTATES INC/NY	$14.3M	691,600	+441,600	ADD
47	CITADEL ADVISORS LLC	$14.0M	674,519	−4,185,843	TRIM
48	THORNBURG INVESTMENT MANAGEMENT INC	$13.9M	669,134	+94,053	ADD
49	Rockefeller Capital Management L.P.	$13.7M	661,096	+97,910	ADD
50	RENAISSANCE TECHNOLOGIES LLC	$13.6M	655,000	+655,000	NEW
51	CAMBIAR INVESTORS LLC	$12.9M	625,049	+35,096	ADD
52	AQR CAPITAL MANAGEMENT LLC	$12.8M	617,377	+1,465	ADD
53	BANK OF MONTREAL /CAN/	$12.5M	605,752	+32,846	ADD
54	Point72 Asset Management, L.P.	$11.7M	564,807	−76,805	TRIM
55	Rock Point Advisors, LLC	$10.7M	515,468	+61,716	ADD
56	BCWM, LLC	$10.1M	489,017	+489,017	NEW
57	Crossmark Global Holdings, Inc.	$10.1M	487,727	—	NO PRIOR
58	Live Oak Private Wealth LLC	$9.4M	454,318	+15,174	ADD
59	TD Waterhouse Canada Inc.	$9.0M	426,324	+420,395	ADD
60	Cetera Investment Advisers	$8.8M	424,385	+11,901	ADD
61	Foresight Global Investors, Inc.	$8.4M	407,011	−365,105	TRIM
62	Mariner, LLC	$8.3M	399,333	+18,486	ADD
63	OPPENHEIMER ASSET MANAGEMENT INC.	$7.9M	382,374	+26,437	ADD
64	QRG CAPITAL MANAGEMENT, INC.	$7.5M	361,696	−31,865	TRIM
65	CITIGROUP INC	$7.5M	361,073	−192,711	TRIM
66	TRUIST FINANCIAL CORP	$7.4M	358,534	−8,388	TRIM
67	Walleye Capital LLC	$7.3M	352,105	−120,258	TRIM
68	Boston Partners	$7.2M	345,362	+292	ADD
69	Pinnacle Financial Partners, Inc.	$7.1M	341,143	−1,146	TRIM
70	Pathstone Holdings, LLC	$7.0M	336,462	+47,013	ADD
71	MML INVESTORS SERVICES, LLC	$6.9M	335,432	−83,985	TRIM
72	MARKEL GROUP INC.	$6.9M	335,000	0	NO CHANGE
73	Focus Partners Wealth	$6.5M	317,073	+33,862	ADD
74	Vanguard Personalized Indexing Management, LLC	$6.5M	313,983	−43,331	TRIM
75	MERCER GLOBAL ADVISORS INC /ADV	$6.5M	313,092	−4,301	TRIM
76	Orion Porfolio Solutions, LLC	$6.5M	312,645	−35,576	TRIM
77	MILLENNIUM MANAGEMENT LLC	$6.4M	310,434	−183,745	TRIM
78	Y-Intercept (Hong Kong) Ltd	$6.1M	295,454	+228,108	ADD
79	Laird Norton Wetherby Trust Company, LLC	$6.1M	294,196	−3,213	TRIM
80	Generali Investments CEE, investicni spolecnost, a.s.	$6.0M	289,117	+124,153	ADD
81	CWM, LLC	$5.7M	275,053	−10,809	TRIM
82	SCOTIA CAPITAL INC.	$5.7M	273,351	−182,321	TRIM
83	1832 Asset Management L.P.	$5.6M	272,300	−42,244	TRIM
84	Vestmark Advisory Solutions, Inc.	$5.6M	270,880	+5,480	ADD
85	Inlet Private Wealth, LLC	$5.6M	270,424	−6,350	TRIM
86	EAGLE GLOBAL ADVISORS LLC	$5.5M	263,526	+2,630	ADD
87	RENAISSANCE GROUP LLC	$5.3M	256,317	+256,317	NEW
88	Callan Family Office, LLC	$5.3M	254,064	−12,527	TRIM
89	HighTower Advisors, LLC	$5.0M	240,522	+11,025	ADD
90	Sanctuary Advisors, LLC	$4.9M	235,014	−2,125	TRIM
91	Stamos Capital Partners, L.P.	$4.8M	232,958	+104,391	ADD
92	Waverly Advisors, LLC	$4.8M	232,222	−4,274	TRIM
93	Atria Investments, Inc	$4.8M	231,550	−9,732	TRIM
94	LAZARD ASSET MANAGEMENT LLC	$4.7M	228,244	−77,862	TRIM
95	American Trust Investment Advisors, LLC	$4.7M	228,102	+5,745	ADD
96	OSAIC HOLDINGS, INC.	$4.7M	224,934	+46,664	ADD
97	Dynamic Technology Lab Private Ltd	$4.6M	1,436	−31,682	TRIM
98	Vise Technologies, Inc.	$4.5M	175,557	0	NO CHANGE
99	QUADRANT CAPITAL GROUP LLC	$4.4M	214,749	−6,856	TRIM
100	Aquatic Capital Management LLC	$4.4M	213,488	+213,488	NEW
101	STATE STREET CORP	$4.4M	210,333	+207	ADD
102	Timber Creek Capital Management LLC	$4.3M	206,783	−22	TRIM
103	Humankind Investments LLC	$4.2M	202,195	0	NO CHANGE
104	&PARTNERS	$3.9M	183,289	−1,869	TRIM
105	NewEdge Wealth, LLC	$3.9M	186,461	+13,348	ADD
106	Vident Advisory, LLC	$3.8M	185,869	−8,454	TRIM
107	RITHOLTZ WEALTH MANAGEMENT	$3.8M	185,233	−73,405	TRIM
108	M&T BANK CORP	$3.8M	184,079	−45,343	TRIM
109	MACKENZIE FINANCIAL CORP	$3.7M	180,673	−294,278	TRIM
110	Aperture Investors, LLC	$3.7M	179,731	+25,000	ADD
111	OPPENHEIMER & CO INC	$3.7M	177,213	+336	ADD
112	Corient Private Wealth LLC	$3.6M	181,045	−404,920	TRIM
113	Sequoia Financial Advisors, LLC	$3.6M	171,616	+46,450	ADD
114	SouthState Bank Corp	$3.4M	163,129	−14,899	TRIM
115	COMMONWEALTH EQUITY SERVICES, LLC	$3.3M	161,752	+10,446	ADD
116	FIRST TRUST ADVISORS LP	$3.2M	156,609	−227,976	TRIM
117	Kestra Advisory Services, LLC	$3.2M	154,897	−23,516	TRIM
118	BTC Capital Management, Inc.	$3.2M	154,232	+56,080	ADD
119	SIGNATUREFD, LLC	$3.1M	148,699	−3,909	TRIM
120	TOCQUEVILLE ASSET MANAGEMENT L.P.	$3.1M	147,422	−56,579	TRIM
121	Oxbow Advisors, LLC	$3.0M	145,802	+145,802	NEW
122	Schonfeld Strategic Advisors LLC	$3.0M	143,267	+17,171	ADD
123	DAVENPORT & Co LLC	$2.9M	141,144	−603	TRIM
124	Capital International, Inc./CA/	$2.8M	133,153	+10,544	ADD
125	Naviter Wealth, LLC	$2.7M	131,968	+8,059	ADD
126	JCIC Asset Management Inc.	$2.7M	131,273	−17,922	TRIM
127	IEQ CAPITAL, LLC	$2.6M	126,527	+2,473	ADD
128	Allspring Global Investments Holdings, LLC	$2.5M	118,546	−2,046,250	TRIM
129	CHOREO, LLC	$2.4M	117,324	+1,908	ADD
130	FRANKLIN RESOURCES INC	$2.4M	116,478	+4,627	ADD
131	FIFTH THIRD BANCORP	$2.3M	112,625	−5,976	TRIM
132	BENJAMIN EDWARDS INC	$2.3M	111,052	+26,785	ADD
133	J. Safra Sarasin Holding AG	$2.3M	110,581	+6,126	ADD
134	Beacon Pointe Advisors, LLC	$2.3M	109,991	+77,472	ADD
135	Columbia Asset Management	$2.2M	107,500	−2,200	TRIM
136	FACTORY MUTUAL INSURANCE CO	$2.2M	107,434	−59,685	TRIM
137	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$2.2M	106,101	+22,182	ADD
138	Ellsworth Advisors, LLC	$2.1M	102,576	+6,402	ADD
139	Clearstead Advisors, LLC	$2.1M	100,449	+57,624	ADD
140	Central Pacific Bank - Trust Division	$2.1M	100,000	0	NO CHANGE
141	Mill Creek Capital Advisors, LLC	$2.1M	99,290	−45	TRIM
142	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.0M	98,272	+1,108	ADD
143	Compound Planning, Inc.	$2.0M	98,177	−18,301	TRIM
144	Vontobel Holding Ltd.	$2.0M	97,981	+14,866	ADD
145	Caprock Group, LLC	$2.0M	97,847	−28,279	TRIM
146	Summit Trail Advisors, LLC	$2.0M	96,394	+64,092	ADD
147	Bleakley Financial Group, LLC	$2.0M	94,828	+6,041	ADD
148	Waldron Private Wealth LLC	$1.9M	91,847	+322	ADD
149	Barden Capital Management, Inc.	$1.9M	91,672	+9,733	ADD
150	ABN AMRO INVESTMENT SOLUTIONS	$1.9M	91,500	−218,800	TRIM
151	Aviso Financial Inc.	$1.9M	91,160	+13,640	ADD
152	Successful Portfolios LLC	$1.9M	92,938	+437	ADD
153	Aaron Wealth Advisors LLC	$1.8M	85,664	+18,682	ADD
154	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.8M	85,312	+85,312	NEW
155	Frank, Rimerman Advisors LLC	$1.7M	84,525	+428	ADD
156	Strategic Global Advisors, LLC	$1.7M	84,309	+18,927	ADD
157	GFS Advisors, LLC	$1.7M	8,185	+8,185	NEW
158	CIBC Asset Management Inc	$1.7M	82,021	+910	ADD
159	EVERGREEN CAPITAL MANAGEMENT LLC	$1.7M	80,468	+8,202	ADD
160	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.6M	81,405	+13,802	ADD
161	ALLIANCEBERNSTEIN L.P.	$1.6M	62,306	+47,962	ADD
162	DOLIVER ADVISORS, LP	$1.6M	75,751	+2,964	ADD
163	Squarepoint Ops LLC	$1.6M	75,406	−72,769	TRIM
164	Ballentine Partners, LLC	$1.6M	75,327	−5,481	TRIM
165	Limestone Investment Advisors LP	$1.6M	75,000	+75,000	NEW
166	Calamos Advisors LLC	$1.5M	72,607	−2,693	TRIM
167	Marks Group Wealth Management, Inc	$1.5M	72,156	−9,378	TRIM
168	NewEdge Advisors, LLC	$1.5M	72,116	+72,116	NEW
169	FIGURE 8 INVESTMENT STRATEGIES LLC	$1.5M	71,856	−4,935	TRIM
170	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.4M	67,084	−44,529	TRIM
171	EXENCIAL WEALTH ADVISORS, LLC	$1.4M	68,454	+68,454	NEW
172	GTS SECURITIES LLC	$1.4M	68,184	+68,184	NEW
173	Qtron Investments LLC	$1.4M	67,445	0	NO CHANGE
174	17 CAPITAL PARTNERS, LLC	$1.4M	66,110	0	NO CHANGE
175	XTX Topco Ltd	$1.3M	63,945	−143,314	TRIM
176	Royal Fund Management, LLC	$1.3M	62,997	+62,997	NEW
177	Dorsey & Whitney Trust CO LLC	$1.3M	62,829	+4,495	ADD
178	MAI Capital Management	$1.2M	58,063	+3,391	ADD
179	Prosperity Consulting Group, LLC	$1.2M	57,324	−5,454	TRIM
180	INTRUST BANK NA	$1.2M	57,292	−5,623	TRIM
181	PRINCIPAL SECURITIES, INC.	$1.2M	56,420	−487	TRIM
182	BAILARD, INC.	$1.1M	53,078	−3,160	TRIM
183	Advisory Resource Group	$1.1M	52,607	+6,089	ADD
184	Smartleaf Asset Management LLC	$1.1M	53,512	+705	ADD
185	GUGGENHEIM CAPITAL LLC	$1.1M	50,930	+2,735	ADD
186	WINCAP FINANCIAL LLC	$1.0M	49,971	+2,357	ADD
187	Sunstone Asset Management, L.P.	$1.0M	49,626	+14,700	ADD
188	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$967K	46,732	+32,001	ADD
189	Alhambra Investment Management LLC	$965K	46,629	+6,385	ADD
190	HANCOCK WHITNEY CORP	$952K	47,381	+3,423	ADD
191	Composition Wealth, LLC	$945K	45,636	+5,770	ADD
192	WEALTH ALLIANCE, LLC	$943K	45,552	−1,662	TRIM
193	REGIONS FINANCIAL CORP	$926K	44,750	−2,268	TRIM
194	Snowden Capital Advisors LLC	$920K	44,430	−1,832	TRIM
195	EARNEST PARTNERS LLC	$868K	41,953	−29,755	TRIM
196	HB Wealth Management, LLC	$868K	41,912	−11,411	TRIM
197	Marex Group Ltd	$863K	41,697	+41,697	NEW
198	MITCHELL & PAHL PRIVATE WEALTH, LLC	$860K	41,568	+1,233	ADD
199	OpenArc Corporate Advisory, LLC	$841K	40,647	+10,247	ADD
200	EP Wealth Advisors, LLC	$837K	40,457	−4,385	TRIM
201	Future Fund LLC	$827K	39,951	+7,446	ADD
202	TRUSTMARK BANK TRUST DEPARTMENT	$820K	39,595	−53,447	TRIM
203	Beck Bode, LLC	$814K	39,306	+1,950	ADD
204	Private Advisor Group, LLC	$788K	38,079	+1,545	ADD
205	PDS Planning, Inc	$757K	36,593	+1,611	ADD
206	Henshaw Capital LLC	$757K	36,555	—	NO PRIOR
207	Gibbs Wealth Management	$738K	35,669	−4,906	TRIM
208	Walleye Trading LLC	$732K	35,341	−71,514	TRIM
209	GC Wealth Management RIA, LLC	$728K	35,180	−12,999	TRIM
210	Five Oceans Advisors	$718K	34,669	−6,145	TRIM
211	PCM Encore, LLC	$708K	34,208	+1,335	ADD
212	Portside Wealth Group, LLC	$705K	34,054	−13,467	TRIM
213	FIDUCIARY TRUST CO	$698K	33,696	+33,696	NEW
214	BROWN ADVISORY INC	$694K	33,550	−17,202	TRIM
215	TWO SIGMA SECURITIES, LLC	$683K	33,002	+33,002	NEW
216	CREDIT AGRICOLE S A	$675K	32,632	+32,632	NEW
217	Moors & Cabot, Inc.	$668K	32,249	−3,844	TRIM
218	Steward Partners Investment Advisory, LLC	$661K	31,936	+17,034	ADD
219	SAGESPRING WEALTH PARTNERS, LLC	$658K	31,766	−12,662	TRIM
220	PERSONAL CFO SOLUTIONS, LLC	$654K	31,600	−6,875	TRIM
221	Pitcairn Wealth Advisors LLC	$652K	25,476	+6,976	ADD
222	May Hill Capital, LLC	$650K	31,395	−12,839	TRIM
223	COLDSTREAM CAPITAL MANAGEMENT INC	$647K	31,268	−9,992	TRIM
224	Apollon Wealth Management, LLC	$645K	31,141	+6,346	ADD
225	Fiera Capital Corp	$644K	31,111	+1,074	ADD
226	Blue Trust, Inc.	$644K	31,099	−2,087	TRIM
227	Lido Advisors, LLC	$640K	30,923	+886	ADD
228	Bridgefront Capital, LLC	$636K	30,729	−15,453	TRIM
229	ALLIANZ SE	$634K	30,650	+650	ADD
230	Advisors Asset Management, Inc.	$627K	30,274	+2,105	ADD
231	Bridgewater Advisors Inc.	$620K	27,199	−1,690	TRIM
232	Third View Private Wealth, LLC	$612K	29,549	−1,281	TRIM
233	LHM, INC.	$611K	29,509	0	NO CHANGE
234	Checchi Capital Advisers, LLC	$606K	29,271	−1,282	TRIM
235	FOX RUN MANAGEMENT, L.L.C.	$603K	30,268	+9,345	ADD
236	BLAIR WILLIAM & CO/IL	$593K	28,635	−28,615	TRIM
237	LVW Advisors, LLC	$589K	28,468	+6,494	ADD
238	Americana Partners, LLC	$589K	28,449	+195	ADD
239	BKM Wealth Management, LLC	$586K	28,295	+4,359	ADD
240	HUB Investment Partners, LLC	$585K	28,244	+15,077	ADD
241	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$580K	28,009	−9,122	TRIM
242	One Wealth Advisors, LLC	$580K	27,996	+154	ADD
243	Y.D. More Investments Ltd	$578K	27,900	−50,865	TRIM
244	Nuveen, LLC	$570K	27,553	−7,001	TRIM
245	Minneapolis Portfolio Management Group, LLC	$569K	27,480	−1,333,292	TRIM
246	FLPUTNAM INVESTMENT MANAGEMENT CO	$565K	27,282	−10,076	TRIM
247	TCTC Holdings, LLC	$555K	26,813	0	NO CHANGE
248	Envestnet Portfolio Solutions, Inc.	$551K	26,642	−25,225	TRIM
249	OneDigital Investment Advisors LLC	$550K	26,572	−2,493	TRIM
250	MISSION WEALTH MANAGEMENT, LP	$547K	26,418	−398	TRIM
251	Cresset Asset Management, LLC	$547K	26,417	−5,648	TRIM
252	BSW Wealth Partners	$542K	26,178	+1,930	ADD
253	BigSur Wealth Management LLC	$537K	25,925	0	NO CHANGE
254	Independent Advisor Alliance	$537K	25,922	+1,018	ADD
255	EVOLVE PRIVATE WEALTH, LLC	$535K	25,839	+5,533	ADD
256	Intesa Sanpaolo S.p.A.	$530K	25,619	−24,100	TRIM
257	NORDEN GROUP LLC	$529K	25,549	−1,766	TRIM
258	Engineers Gate Manager LP	$528K	25,500	−54,709	TRIM
259	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$526K	25,402	+3,358	ADD
260	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$523K	25,252	−750	TRIM
261	Seed Wealth Management, Inc.	$520K	25,125	0	NO CHANGE
262	West Family Investments, Inc.	$518K	25,013	−9,215	TRIM
263	Heritage Family Offices, LLP	$516K	24,935	−11,082	TRIM
264	Key FInancial Inc	$515K	24,867	+602	ADD
265	ANCHYRA PARTNERS LLC	$512K	24,753	+2,998	ADD
266	SAGE RHINO CAPITAL LLC	$502K	24,268	−826	TRIM
267	Concurrent Investment Advisors, LLC	$501K	24,182	+3,954	ADD
268	World Investment Advisors	$495K	23,915	−9,568	TRIM
269	Dorato Capital Management	$493K	23,074	+249	ADD
270	AlphaCore Capital LLC	$493K	23,804	−21,913	TRIM
271	COMMERCE BANK	$486K	23,458	−3,564	TRIM
272	Twelve Points Wealth Management LLC	$476K	23,002	0	NO CHANGE
273	HBK Sorce Advisory LLC	$475K	23,593	−1,036	TRIM
274	Integrated Advisors Network LLC	$475K	22,925	+1,354	ADD
275	Kathmere Capital Management, LLC	$472K	22,787	−11,636	TRIM
276	ELEVATION POINT WEALTH PARTNERS, LLC	$471K	22,748	−4,684	TRIM
277	Savvy Advisors, Inc.	$470K	22,712	+4,816	ADD
278	Gallacher Capital Management LLC	$470K	22,683	+1,056	ADD
279	Janus Henderson Group Ltd.	$466K	22,474	+29	ADD
280	LONDON CO OF VIRGINIA	$455K	22,000	0	NO CHANGE
281	INSIGNEO ADVISORY SERVICES, LLC	$455K	21,994	−634	TRIM
282	Resonant Capital Advisors, LLC	$452K	21,815	+9,625	ADD
283	DIVERSIFIED MANAGEMENT INC	$447K	21,589	+1,074	ADD
284	SUMMITRY LLC	$443K	21,420	+1,102	ADD
285	Federation des caisses Desjardins du Quebec	$443K	21,401	+3,424	ADD
286	Focus Partners Advisor Solutions, LLC	$443K	21,391	−1,262	TRIM
287	Philip James Wealth Mangement, LLC	$436K	21,056	−83	TRIM
288	Hilltop Holdings Inc.	$434K	20,964	−13,008	TRIM
289	Alvarez & Marsal Private Wealth Partners, LLC	$428K	20,667	+20,667	NEW
290	Rehmann Capital Advisory Group	$428K	20,654	−5,536	TRIM
291	BERKSHIRE ASSET MANAGEMENT LLC/PA	$424K	20,496	−41	TRIM
292	Steadtrust LLC	$422K	20,400	0	NO CHANGE
293	Aprio Wealth Management, LLC	$422K	20,376	−7,999	TRIM
294	Bayforest Capital Ltd	$421K	20,350	−6,500	TRIM
295	Wealthspire Advisors, LLC	$418K	20,212	+6,807	ADD
296	Ovata Capital Management Ltd	$402K	20,000	0	NO CHANGE
297	MGO ONE SEVEN LLC	$402K	19,400	−4,773	TRIM
298	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$399K	19,531	0	NO CHANGE
299	Wedmont Private Capital	$396K	18,521	−2,203	TRIM
300	Gateway Wealth Partners, LLC	$393K	18,999	+18,999	NEW
301	Savant Capital, LLC	$384K	18,564	+3,026	ADD
302	Hardy Reed LLC	$382K	18,446	+584	ADD
303	Cetera Trust Company, N.A	$373K	18,025	0	NO CHANGE
304	JOURNEY STRATEGIC WEALTH LLC	$372K	17,948	+3,607	ADD
305	U.S. Capital Wealth Advisors, LLC	$371K	17,914	+1,850	ADD
306	Equitable Holdings, Inc.	$363K	17,550	+17,550	NEW
307	Pinnacle Wealth Planning Services, Inc.	$362K	17,481	−2,812	TRIM
308	Optas, LLC	$359K	17,357	−1,356	TRIM
309	SHUFRO ROSE & CO LLC	$357K	17,246	−5,565	TRIM
310	First Affirmative Financial Network	$355K	17,174	—	NO PRIOR
311	Merit Financial Group, LLC	$355K	17,159	−4,762	TRIM
312	Allworth Financial LP	$347K	16,783	+177	ADD
313	SEARLE & CO.	$342K	16,500	0	NO CHANGE
314	Leonteq Securities AG	$337K	16,296	+8,471	ADD
315	Perigon Wealth Management, LLC	$337K	16,260	+552	ADD
316	Sowell Financial Services LLC	$329K	15,907	−3,650	TRIM
317	HSBC HOLDINGS PLC	$327K	15,836	−10,096	TRIM
318	Frec Markets, Inc.	$323K	15,608	+4,242	ADD
319	PINNACLE ASSOCIATES LTD	$322K	15,570	−5,560	TRIM
320	EVOKE WEALTH, LLC	$316K	15,256	+3,016	ADD
321	Ascent Group, LLC	$315K	15,216	−5,619	TRIM
322	Stratos Wealth Advisors, LLC	$313K	15,126	+4,592	ADD
323	MENORA MIVTACHIM HOLDINGS LTD.	$311K	15,000	+15,000	NEW
324	Aljian Capital Management, LLC	$307K	14,835	−250	TRIM
325	AIGEN INVESTMENT MANAGEMENT, LP	$306K	14,760	+14,760	NEW
326	NICOLET BANKSHARES INC	$300K	14,186	+14,186	NEW
327	XPONANCE LLC	$299K	14,461	+3,317	ADD
328	CERTIOR FINANCIAL GROUP, LLC	$296K	14,294	+894	ADD
329	Pekin Hardy Strauss, Inc.	$294K	14,222	−500	TRIM
330	SEEDS INVESTOR LLC	$292K	13,950	−2,387	TRIM
331	Arax Advisory Partners	$291K	14,054	−9,312	TRIM
332	B. Riley Wealth Advisors, Inc.	$290K	14,536	+806	ADD
333	Baird Financial Group, Inc.	$286K	13,823	+13,823	NEW
334	Sivia Capital Partners, LLC	$286K	13,805	−20,177	TRIM
335	Traveka Wealth, LLC	$285K	13,758	−1,112	TRIM
336	Addison Advisors LLC	$285K	13,745	+86	ADD
337	Wilkinson Global Asset Management LLC	$284K	13,730	−2,000	TRIM
338	Abel Hall, LLC	$278K	13,437	+2,448	ADD
339	Capital Investment Advisory Services, LLC	$272K	13,122	+95	ADD
340	South Shore Capital Advisors	$269K	12,998	+164	ADD
341	Ameritas Advisory Services, LLC	$267K	12,878	−500	TRIM
342	LAUREL OAK WEALTH MANAGEMENT, LLC	$266K	12,864	−1,656	TRIM
343	Capital Group Private Client Services, Inc.	$265K	12,784	−661	TRIM
344	JOHNSON INVESTMENT COUNSEL INC	$264K	12,731	−5,951	TRIM
345	AE Wealth Management LLC	$262K	12,636	−729	TRIM
346	Chicago Capital, LLC	$261K	12,615	0	NO CHANGE
347	White Knight Strategic Wealth Advisors, LLC	$256K	12,375	−3,550	TRIM
348	Livet Wealth, LLC	$255K	12,329	−1,076	TRIM
349	WCG Wealth Advisors LLC	$254K	12,254	−7	TRIM
350	Opes Wealth Management LLC	$249K	12,035	+55	ADD
351	Bank Julius Baer & Co. Ltd, Zurich	$248K	12,000	+12,000	NEW
352	GeoWealth Management, LLC	$248K	11,978	−10,523	TRIM
353	OneAscent Financial Services LLC	$247K	11,922	+1,291	ADD
354	DELTA FINANCIAL ADVISORS LLC	$244K	11,800	+11,800	NEW
355	DEUTSCHE BANK AG\	$239K	11,543	−133	TRIM
356	Cromwell Holdings LLC	$237K	11,455	0	NO CHANGE
357	Blueshift Asset Management, LLC	$234K	11,324	−62,885	TRIM
358	DRIVE WEALTH MANAGEMENT, LLC	$234K	11,311	−1,652	TRIM
359	PFG Investments, LLC	$233K	11,277	−1,100	TRIM
360	180 WEALTH ADVISORS, LLC	$231K	11,160	−455	TRIM
361	Avior Wealth Management, LLC	$227K	10,956	+1,156	ADD
362	Advisor OS, LLC	$226K	10,913	+10,913	NEW
363	Keel Point, LLC	$225K	10,880	−24,495	TRIM
364	ANGELES WEALTH MANAGEMENT, LLC	$225K	10,872	+2,691	ADD
365	Diversified Trust Co	$224K	10,817	−92	TRIM
366	Gryphon Financial Partners LLC	$222K	10,717	+10,717	NEW
367	Mutual Advisors, LLC	$222K	10,701	+10,701	NEW
368	ONE WEALTH CAPITAL MANAGEMENT, LLC	$220K	10,994	−3,700	TRIM
369	Crewe Advisors LLC	$218K	10,550	−46	TRIM
370	Baker Ellis Asset Management LLC	$218K	10,525	−5,000	TRIM
371	Jacobi Capital Management LLC	$217K	10,470	+360	ADD
372	MEYER HANDELMAN CO	$216K	10,435	0	NO CHANGE
373	SYM FINANCIAL Corp	$215K	10,388	−2,075	TRIM
374	RIVERSEDGE ADVISORS, LLC	$214K	10,325	−1,771	TRIM
375	BAKER TILLY WEALTH MANAGEMENT, LLC	$213K	10,293	−1,362	TRIM
376	Choate Investment Advisors	$213K	10,278	+343	ADD
377	Dynasty Wealth Management, LLC	$212K	10,222	−37,373	TRIM
378	Abundance Wealth Counselors	$207K	9,998	+96	ADD
379	SAPIENT CAPITAL LLC	$207K	9,988	−4,451	TRIM
380	Baron Wealth Management LLC	$204K	9,854	−7,399	TRIM
381	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$204K	9,685	+9,685	NEW
382	Csenge Advisory Group	$204K	9,846	−265	TRIM
383	KESTRA PRIVATE WEALTH SERVICES, LLC	$204K	9,840	−223	TRIM
384	STEPHENS INC /AR/	$202K	9,753	−5,214	TRIM
385	Transamerica Financial Advisors, LLC	$147K	7,111	+108	ADD
386	UMB Bank, n.a.	$135K	6,499	+431	ADD
387	MATHER GROUP, LLC.	$119K	5,753	+5,753	NEW
388	NATIXIS ADVISORS, LLC	$106K	5,112,547	−116,456	TRIM
389	Hilltop National Bank	$98.9K	4,776	+343	ADD
390	Geneos Wealth Management Inc.	$94.7K	4,573	+286	ADD
391	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$82.8K	4,001	0	NO CHANGE
392	LOM Asset Management Ltd	$82.8K	4,000	0	NO CHANGE
393	Legend Capital Advisors LLC	$77.6K	3,750	+3,750	NEW
394	Grove Bank & Trust	$73.9K	3,572	−2,456	TRIM
395	THRIVENT FINANCIAL FOR LUTHERANS	$71.8K	3,470,338	+58,704	ADD
396	Manchester Capital Management LLC	$71.3K	3,445	−201	TRIM
397	Owl Creek Wealth Partners LLC	$65.5K	3,162	—	NO PRIOR
398	Parkside Financial Bank & Trust	$64.3K	3,104	−1,541	TRIM
399	SJS Investment Consulting Inc.	$54.6K	2,638	+1,269	ADD
400	PITTENGER & ANDERSON INC	$46.9K	2,265	0	NO CHANGE
401	Ameliora Wealth Management Ltd.	$45.5K	2,200	+2,200	NEW
402	Atlantic Union Bankshares Corp	$45.2K	2,182	0	NO CHANGE
403	CENTRAL TRUST Co	$42.6K	2,060	−719	TRIM
404	True Wealth Design, LLC	$42.1K	2,034	+888	ADD
405	Founders Capital Management	$41.5K	2,005	0	NO CHANGE
406	EFG International AG	$39.9K	1,928	+1,928	NEW
407	Annis Gardner Whiting Capital Advisors, LLC	$35.9K	1,736	+627	ADD
408	Physician Wealth Advisors, Inc.	$33.2K	1,606	+140	ADD
409	Evelyn Partners Asset Management Ltd	$33.1K	1,600	+1,600	NEW
410	JFS WEALTH ADVISORS, LLC	$31.3K	1,510	−1,210	TRIM
411	CVA Family Office, LLC	$29.6K	1,431	0	NO CHANGE
412	Signature Equity Partners, LLC	$29.4K	1,422	+1,422	NEW
413	Wellington Grp LLC	$27.9K	1,350	—	NO PRIOR
414	Bell Investment Advisors, Inc	$27.6K	1,332	+433	ADD
415	Tacita Capital Inc	$26.4K	1,275	0	NO CHANGE
416	Larson Financial Group LLC	$24.5K	1,182	+139	ADD
417	COUNTRY TRUST BANK	$24.2K	1,171	0	NO CHANGE
418	TD Capital Management LLC	$24.0K	1,161	+206	ADD
419	Opal Wealth Advisors, LLC	$23.6K	1,139	+1,139	NEW
420	Measured Wealth Private Client Group, LLC	$23.5K	1,135	0	NO CHANGE
421	FEDERATED HERMES, INC.	$21.3K	1,028	+201	ADD
422	Asset Dedication, LLC	$20.4K	985	0	NO CHANGE
423	FOSTER DYKEMA CABOT & PARTNERS, LLC	$19.4K	935	0	NO CHANGE
424	AMERIFLEX GROUP, INC.	$19.3K	930	+930	NEW
425	Advocate Investing Services LLC	$17.5K	845	0	NO CHANGE
426	Cherry Tree Wealth Management, LLC	$17.1K	825	0	NO CHANGE
427	NATIONAL BANK OF CANADA /FI/	$16.6K	786	−5,551	TRIM
428	Triumph Capital Management	$16.3K	785	−536	TRIM
429	Destiny Wealth Partners, LLC	$14.9K	722	+722	NEW
430	FINANCIAL CONSULATE, INC	$14.8K	714	+199	ADD
431	Spire Wealth Management	$14.0K	675	−13	TRIM
432	MASECO LLP	$13.5K	652	+403	ADD
433	Frazier Financial Advisors, LLC	$12.2K	590	+44	ADD
434	Valued Wealth Advisors LLC	$11.9K	575	0	NO CHANGE
435	Cassaday & Co Wealth Management LLC	$11.5K	557	+557	NEW
436	BROWN, LISLE/CUMMINGS, INC.	$11.3K	546	+471	ADD
437	Financial Network Wealth Advisors LLC	$11.2K	542	—	NO PRIOR
438	Intentional Wealth Strategies, LLC	$11.2K	539	—	NO PRIOR
439	Retirement Wealth Solutions LLC	$11.0K	533	−66	TRIM
440	GHP Investment Advisors, Inc.	$11.0K	530	+530	NEW
441	SHP Wealth Management	$10.6K	510	−795	TRIM
442	Jackson, Grant Investment Advisers, Inc.	$10.5K	505	0	NO CHANGE
443	HM PAYSON & CO	$10.4K	500	+438	ADD
444	ALBION FINANCIAL GROUP /UT	$10.1K	488	+38	ADD
445	Acumen Wealth Advisors, LLC	$9.8K	471	+357	ADD
446	PROFFITT & GOODSON INC	$8.3K	401	0	NO CHANGE
447	CNB Bank	$8.3K	400	0	NO CHANGE
448	Truvestments Capital LLC	$7.4K	359	+359	NEW
449	Fairman Group, LLC	$7.3K	352	0	NO CHANGE
450	SALEM INVESTMENT COUNSELORS INC	$7.1K	345	+345	NEW
451	JPL Wealth Management, LLC	$7.1K	343	+343	NEW
452	BFSG, LLC	$6.9K	333	−285,033	TRIM
453	MONTAG A & ASSOCIATES INC	$6.4K	310	0	NO CHANGE
454	MidFirst Bank	$6.2K	301	−4,193	TRIM
455	Bangor Savings Bank	$5.8K	280	−417	TRIM
456	Prestige Wealth Management Group LLC	$5.8K	280	−295	TRIM
457	American Capital Advisory, LLC	$5.8K	279	+195	ADD
458	MV CAPITAL MANAGEMENT, INC.	$5.6K	270	+205	ADD
459	TOMPKINS FINANCIAL CORP	$5.2K	250	−245	TRIM
460	PARK AVENUE SECURITIES LLC	$4.9K	235,366	+634	ADD
461	Beaird Harris Wealth Management, LLC	$4.7K	229	0	NO CHANGE
462	Godfrey Financial Associates, Inc.	$4.2K	204	0	NO CHANGE
463	DAGCO, INC.	$4.1K	196	−50	TRIM
464	Abound Wealth Management	$3.9K	190	−117	TRIM
465	DecisionPoint Financial, LLC	$3.3K	160	0	NO CHANGE
466	Granite FO LLC	$3.3K	160	0	NO CHANGE
467	TOTH FINANCIAL ADVISORY CORP	$2.5K	122	+107	ADD
468	Elevated Capital Advisors, LLC	$2.4K	115	0	NO CHANGE
469	WPG Advisers, LLC	$2.4K	115	0	NO CHANGE
470	Wealth Science Advisors LLC	$2.4K	92	+92	NEW
471	Dogwood Wealth Management LLC	$2.2K	108	+108	ADD
472	JNBA Financial Advisors	$2.2K	104	0	NO CHANGE
473	WOLFF WIESE MAGANA LLC	$2.1K	100	0	NO CHANGE
474	SITTNER & NELSON, LLC	$2.1K	100	0	NO CHANGE
475	Rachor Investment Advisory Services, LLC	$2.1K	100	0	NO CHANGE
476	NATURAL INVESTMENTS, LLC	$1.7K	82,582	−274	TRIM
477	Darwin Wealth Management, LLC	$1.7K	80	0	NO CHANGE
478	Stone House Investment Management, LLC	$1.7K	80	0	NO CHANGE
479	GODSEY & GIBB, INC	$1.6K	75	0	NO CHANGE
480	Kilter Group LLC	$1.5K	71	+11	ADD
481	NFSG Corp	$1.5K	70	−200	TRIM
482	Tower Research Capital LLC (TRC)	$1.4K	70	−7,646	TRIM
483	MBM WEALTH CONSULTANTS, LLC	$1.1K	55	+55	NEW
484	Caitong International Asset Management Co., Ltd	$1.1K	55	−543	TRIM
485	Quaker Wealth Management, LLC	$932	45	−198	TRIM
486	Kingdom Financial Group LLC.	$748	36	−14	TRIM
487	EASTERN BANK	$725	35	0	NO CHANGE
488	Nvest Wealth Strategies, Inc.	$352	17	+17	NEW
489	PEAPACK GLADSTONE FINANCIAL CORP	$287	13,878	+386	ADD
490	HHM Wealth Advisors, LLC	$207	10	0	NO CHANGE
491	Smallwood Wealth Investment Management, LLC	$207	10	0	NO CHANGE
492	Maj Invest Holding A/S	$114	5,500	0	NO CHANGE
493	CENTAURUS FINANCIAL, INC.	$109	5,279	0	NO CHANGE
494	JTC Employer Solutions Trustee Ltd	$83	4,000	−950	TRIM
495	Capital Analysts, LLC	$23	1,135	−70	TRIM
496	Smithfield Trust Co	$5	220	0	NO CHANGE
497	Avion Wealth	$2	131	+131	NEW
498	GLENMEDE TRUST CO NA	—	—	−54,145	EXIT
499	HARBOUR INVESTMENTS, INC.	—	—	−3,487	EXIT
500	ACADIAN ASSET MANAGEMENT LLC	—	—	−42,554	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SONY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SONY GROUP CORP

Merged timeline of congressional filings and notable-manager moves on SONY
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed SONY — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).