Filing Research | SONY GROUP CORP Institutional Holdings

Snapshot holdings

50 / 191 loaded

#		Instrument	quantity
1	Pictet North America Advisors SA	Shares	1.7MSH	$33.8M
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	1.2MSH	$23.1M
3	DAVENPORT & Co LLC	Shares	943.9KSH	$18.9M
4	Martin Investment Management, LLC	Shares	869.3KSH	$17.4M
5	Crossmark Global Holdings, Inc.	Shares	484.9KSH	$9.7M
6	Rathbones Group PLC	Shares	449.7KSH	$9.0M
7	Live Oak Private Wealth LLC	Shares	431.5KSH	$8.7M
8	QRG CAPITAL MANAGEMENT, INC.	Shares	376.9KSH	$7.6M
9	Henry James International Management Inc.	Shares	306.9KSH	$6.2M
10	Boston Common Asset Management, LLC	Shares	304.7KSH	$6.1M
11	Generali Investments CEE, investicni spolecnost, a.s.	Shares	243.1KSH	$4.9M
12	Assenagon Asset Management S.A.	Shares	216.8KSH	$4.3M
13	Princeton Global Asset Management LLC	Shares	208.3KSH	$4.2M
14	ABC ARBITRAGE SA	Shares	177.9KSH	$3.6M
15	BTC Capital Management, Inc.	Shares	157.4KSH	$3.2M
16	BLUE SQUARE ASSET MANAGEMENT, LLC	Shares	153.7KSH	$3.1M
17	SIGNATUREFD, LLC	Shares	146.6KSH	$2.9M
18	JCIC Asset Management Inc.	Shares	131.3KSH	$2.7M
19	Sequoia Financial Advisors, LLC	Shares	124.0KSH	$2.5M
20	BENJAMIN EDWARDS INC	Shares	118.2KSH	$2.4M
21	Ellsworth Advisors, LLC	Shares	108.5KSH	$2.2M
22	FACTORY MUTUAL INSURANCE CO	Shares	107.4KSH	$2.2M
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	107.4KSH	$2.2M
24	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	106.7KSH	$2.1M
25	Central Pacific Bank - Trust Division	Shares	100.0KSH	$2.0M
26	Columbia Asset Management	Shares	97.8KSH	$2.0M
27	Waldron Private Wealth LLC	Shares	96.1KSH	$1.9M
28	Successful Portfolios LLC	Shares	91.5KSH	$1.9M
29	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	95.2KSH	$1.9M
30	Aaron Wealth Advisors LLC	Shares	84.2KSH	$1.7M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	75.7KSH	$1.6M
32	Ballentine Partners, LLC	Shares	76.0KSH	$1.5M
33	DOLIVER ADVISORS, LP	Shares	72.9KSH	$1.5M
34	Penbrook Management LLC	Shares	68.5KSH	$1.4M
35	Advisory Resource Group	Shares	63.2KSH	$1.3M
36	ABN AMRO INVESTMENT SOLUTIONS	Shares	60.5KSH	$1.2M
37	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	58.5KSH	$1.2M
38	WINCAP FINANCIAL LLC	Shares	54.1KSH	$1.1M
39	GREENLEAF TRUST	Shares	51.7KSH	$1.0M
40	Farther Finance Advisors, LLC	Shares	50.8KSH	$1.0M
41	Alhambra Investment Management LLC	Shares	44.8KSH	$898.7K
42	Composition Wealth, LLC	Shares	44.0KSH	$882.7K
43	GAMMA Investing LLC	Shares	43.6KSH	$875.1K
44	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	42.9KSH	$860.0K
45	Venturi Wealth Management, LLC	Shares	38.6KSH	$774.9K
46	GC Wealth Management RIA, LLC	Shares	36.6KSH	$734.5K
47	Five Oceans Advisors	Shares	34.7KSH	$695.5K
48	Blue Trust, Inc.	Shares	33.4KSH	$670.9K
49	Apollon Wealth Management, LLC	Shares	33.3KSH	$668.6K
50	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	31.7KSH	$635.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 210 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+802.8K	+$16.0M	$18.9M
2	Assenagon Asset Management S.A. new	Shares	+216.8K	+$4.3M	$4.3M
3	ABC ARBITRAGE SA new	Shares	+177.9K	+$3.6M	$3.6M
4	Pictet North America Advisors SA added	Shares	+99.9K	+$990.6K	$33.8M
5	PING CAPITAL MANAGEMENT, INC. new	Shares	+30.0K	+$601.8K	$601.8K
6	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+26.9K	+$488.8K	$2.2M
7	Rathbones Group PLC added	Shares	+37.0K	+$478.6K	$9.0M
8	Sivia Capital Partners, LLC added	Shares	+15.4K	+$301.0K	$586.8K
9	Pacific Excel Wealth Advisors, Inc. new	Shares	+13.6K	+$272.1K	$272.1K
10	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+12.9K	+$259.0K	$478.5K
11	55 North Private Wealth, LLC new	Shares	+12.9K	+$258.5K	$258.5K
12	CogentBlue Wealth Advisors, LLC new	Shares	+12.7K	+$254.0K	$254.0K
13	Advisory Resource Group added	Shares	+10.6K	+$178.6K	$1.3M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.7K	+$161.2K	$1.6M
15	Abel Hall, LLC added	Shares	+8.0K	+$151.9K	$430.1K
16	Ellsworth Advisors, LLC added	Shares	+5.9K	+$123.5K	$2.2M
17	Abundance Wealth Counselors added	Shares	+5.7K	+$108.0K	$315.0K
18	RIVERSEDGE ADVISORS, LLC added	Shares	+4.4K	+$82.3K	$296.1K
19	Cape Investment Advisory, Inc. new	Shares	+4.1K	+$81.3K	$81.3K
20	QRG CAPITAL MANAGEMENT, INC. added	Shares	+15.2K	+$74.0K	$7.6M
21	Merit Financial Group, LLC added	Shares	+4.2K	+$72.5K	$427.7K
22	BENJAMIN EDWARDS INC added	Shares	+7.1K	+$71.7K	$2.4M
23	Curated Wealth Partners LLC new	Shares	+45.2K	+$69.9K	$69.9K
24	Successful Portfolios LLC trimmed	Shares	-1.4K	+$63.3K	$1.9M
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.7K	+$55.4K	$635.2K
26	WINCAP FINANCIAL LLC added	Shares	+4.1K	+$51.0K	$1.1M
27	EASTERN BANK added	Shares	+2.1K	+$41.5K	$42.2K
28	Blue Trust, Inc. added	Shares	+2.3K	+$27.2K	$670.9K
29	LRI Investments, LLC added	Shares	+1.5K	+$25.8K	$183.9K
30	Waldron Private Wealth LLC added	Shares	+4.2K	+$25.7K	$1.9M
31	Apollon Wealth Management, LLC added	Shares	+2.2K	+$24.0K	$668.6K
32	Financial Management Professionals, Inc. added	Shares	+1.1K	+$21.5K	$38.3K
33	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.9K	+$20.6K	$567.4K
34	SUMMITRY LLC added	Shares	+1.6K	+$18.7K	$462.1K
35	Grove Bank & Trust added	Shares	+916	+$16.1K	$90.0K
36	True Wealth Design, LLC added	Shares	+833	+$15.4K	$57.5K
37	Rosenberg Matthew Hamilton added	Shares	+1.0K	+$14.5K	$218.3K
38	FINANCIAL CONSULATE, INC added	Shares	+617	+$11.9K	$26.7K
39	CERTIOR FINANCIAL GROUP, LLC added	Shares	+1.0K	+$11.3K	$307.2K
40	ELEVATION WEALTH PARTNERS, LLC new	Shares	+560	+$11.2K	$11.2K
41	HHM Wealth Advisors, LLC added	Shares	+456	+$9.1K	$9.3K
42	Owl Creek Wealth Partners LLC added	Shares	+427	+$6.5K	$72.0K
43	Dorato Capital Management added	Shares	+900	+$6.5K	$499.9K
44	GC Wealth Management RIA, LLC added	Shares	+1.4K	+$6.3K	$734.5K
45	SOA Wealth Advisors, LLC. new	Shares	+6.1K	+$6.1K	$6.1K
46	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+481	+$5.9K	$125.8K
47	HORIZON FINANCIAL SERVICES, LLC new	Shares	+285	+$5.7K	$5.7K
48	Somerset Trust Co added	Shares	+885	+$4.4K	$435.4K
49	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+160	+$3.2K	$3.2K
50	WEST PACES ADVISORS INC. new	Shares	+159	+$3.2K	$3.2K

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