Who holds SONYticker 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 ↗

497

holders13F filers reporting this class for the quarter ended 2026-03-31

$5.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

232

addsholders whose share count rose or who opened the position (new + add), by shares

119

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$15K–$50K

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed SONY — the congressional view ↗