Public record / Tickers / SONY

SONY — Sony Group Corp

Both disclosure regimes on one name: who in Congress filed about SONY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
22
all PTR rows naming SONY
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $100K–$250K

Sale · traded 2023-07-10 → filed 2023-08-13. Ranked over every SONY row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

12 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 12 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SONY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SONY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2026-02-09Steve Cohen D–TN-9PurchaseTraded 12-26 filed −320d before trade$1K–$15Kdate anomaly
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 22 ↗

Members active in SONY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SONY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$15.0K to $50.0K2

2 members in the window · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SONY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1PRIMECAP MANAGEMENT CO/CA/$1.2B1
2Aristotle Capital Management, LLC$909M1
3MORGAN STANLEY$517M1
4BANK OF AMERICA CORP /DE/$352M1
5BlackRock, Inc.$194M1
6NORTHERN TRUST CORP$152M1
7Capital International Investors$147M1
8HARDING LOEVNER LP$137M1
9ROYAL BANK OF CANADA$136M1
10ENVESTNET ASSET MANAGEMENT INC$122M1
11Clearbridge Investments, LLC$105M1
12FMR LLC$104M1
13Capital World Investors$103M1
14D. E. Shaw & Co., Inc.$74.1M1
15WELLS FARGO & COMPANY/MN$66.4M1
16UBS Group AG$59.7M1
17SEI INVESTMENTS CO$59.2M1
18DIMENSIONAL FUND ADVISORS LP$46.1M1
19RAYMOND JAMES FINANCIAL INC$44.4M1
20Alberta Investment Management Corp$41.3M1
21CIBC Bancorp USA Inc.$40.5M1
22JANE STREET GROUP, LLC$40.1M1
23ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$40.0M1
24WCM INVESTMENT MANAGEMENT, LLC$38.8M1
25Creative Planning$38.8M1
26Clark Capital Management Group, Inc.$36.8M1
27ASSETMARK, INC$34.4M1
28Pictet North America Advisors SA$32.8M1
29UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$28.8M1
30AMERICAN CENTURY COMPANIES INC$27.5M1
31LPL Financial LLC$26.2M1
32Connor, Clark & Lunn Investment Management Ltd.$26.0M1
33STIFEL FINANCIAL CORP$22.3M1
34Quantinno Capital Management LP$21.5M1
35BALYASNY ASSET MANAGEMENT L.P.$21.1M1
36MASSACHUSETTS FINANCIAL SERVICES CO /MA/$20.1M1
37CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20.0M1
38Martin Investment Management, LLC$18.4M1
39O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.4M1
40Arnhold LLC$17.3M1
41CABOT WEALTH MANAGEMENT INC$17.2M1
42Invesco Ltd.$16.9M1
43VOLORIDGE INVESTMENT MANAGEMENT, LLC$15.6M1
44US BANCORP \DE\$15.4M1
45Cerity Partners LLC$15.1M1
46CLARK ESTATES INC/NY$14.3M1
47CITADEL ADVISORS LLC$14.0M1
48THORNBURG INVESTMENT MANAGEMENT INC$13.9M1
49Rockefeller Capital Management L.P.$13.7M1
50RENAISSANCE TECHNOLOGIES LLC$13.6M1
51CAMBIAR INVESTORS LLC$12.9M1
52AQR CAPITAL MANAGEMENT LLC$12.8M1
53BANK OF MONTREAL /CAN/$12.5M1
54Point72 Asset Management, L.P.$11.7M1
55Rock Point Advisors, LLC$10.7M1
56BCWM, LLC$10.1M1
57Crossmark Global Holdings, Inc.$10.1M1
58Live Oak Private Wealth LLC$9.4M1
59TD Waterhouse Canada Inc.$9.0M1
60Cetera Investment Advisers$8.8M1
61Foresight Global Investors, Inc.$8.4M1
62Mariner, LLC$8.3M1
63OPPENHEIMER ASSET MANAGEMENT INC.$7.9M1
64QRG CAPITAL MANAGEMENT, INC.$7.5M1
65CITIGROUP INC$7.5M1
66TRUIST FINANCIAL CORP$7.4M1
67Walleye Capital LLC$7.3M1
68Boston Partners$7.2M1
69Pinnacle Financial Partners, Inc.$7.1M1
70Pathstone Holdings, LLC$7.0M1
71MML INVESTORS SERVICES, LLC$6.9M1
72MARKEL GROUP INC.$6.9M1
73Focus Partners Wealth$6.5M1
74Vanguard Personalized Indexing Management, LLC$6.5M1
75MERCER GLOBAL ADVISORS INC /ADV$6.5M1
76Orion Porfolio Solutions, LLC$6.5M1
77MILLENNIUM MANAGEMENT LLC$6.4M1
78Y-Intercept (Hong Kong) Ltd$6.1M1
79Laird Norton Wetherby Trust Company, LLC$6.1M1
80Generali Investments CEE, investicni spolecnost, a.s.$6.0M1
81CWM, LLC$5.7M1
82SCOTIA CAPITAL INC.$5.7M1
831832 Asset Management L.P.$5.6M1
84Vestmark Advisory Solutions, Inc.$5.6M1
85Inlet Private Wealth, LLC$5.6M1
86EAGLE GLOBAL ADVISORS LLC$5.5M1
87RENAISSANCE GROUP LLC$5.3M1
88Callan Family Office, LLC$5.3M1
89HighTower Advisors, LLC$5.0M1
90Sanctuary Advisors, LLC$4.9M1
91Stamos Capital Partners, L.P.$4.8M1
92Waverly Advisors, LLC$4.8M1
93Atria Investments, Inc$4.8M1
94LAZARD ASSET MANAGEMENT LLC$4.7M1
95American Trust Investment Advisors, LLC$4.7M1
96OSAIC HOLDINGS, INC.$4.7M1
97Dynamic Technology Lab Private Ltd$4.6M1
98Vise Technologies, Inc.$4.5M1
99QUADRANT CAPITAL GROUP LLC$4.4M1
100Aquatic Capital Management LLC$4.4M1
101STATE STREET CORP$4.4M1
102Timber Creek Capital Management LLC$4.3M1
103Humankind Investments LLC$4.2M1
104&PARTNERS$3.9M1
105NewEdge Wealth, LLC$3.9M1
106Vident Advisory, LLC$3.8M1
107RITHOLTZ WEALTH MANAGEMENT$3.8M1
108M&T BANK CORP$3.8M1
109MACKENZIE FINANCIAL CORP$3.7M1
110Aperture Investors, LLC$3.7M1
111OPPENHEIMER & CO INC$3.7M1
112Corient Private Wealth LLC$3.6M1
113Sequoia Financial Advisors, LLC$3.6M1
114SouthState Bank Corp$3.4M1
115COMMONWEALTH EQUITY SERVICES, LLC$3.3M1
116FIRST TRUST ADVISORS LP$3.2M1
117Kestra Advisory Services, LLC$3.2M1
118BTC Capital Management, Inc.$3.2M1
119SIGNATUREFD, LLC$3.1M1
120TOCQUEVILLE ASSET MANAGEMENT L.P.$3.1M1
121Oxbow Advisors, LLC$3.0M1
122Schonfeld Strategic Advisors LLC$3.0M1
123DAVENPORT & Co LLC$2.9M1
124Capital International, Inc./CA/$2.8M1
125Naviter Wealth, LLC$2.7M1
126JCIC Asset Management Inc.$2.7M1
127IEQ CAPITAL, LLC$2.6M1
128Allspring Global Investments Holdings, LLC$2.5M1
129CHOREO, LLC$2.4M1
130FRANKLIN RESOURCES INC$2.4M1
131FIFTH THIRD BANCORP$2.3M1
132BENJAMIN EDWARDS INC$2.3M1
133J. Safra Sarasin Holding AG$2.3M1
134Beacon Pointe Advisors, LLC$2.3M1
135Columbia Asset Management$2.2M1
136FACTORY MUTUAL INSURANCE CO$2.2M1
137KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$2.2M1
138Ellsworth Advisors, LLC$2.1M1
139Clearstead Advisors, LLC$2.1M1
140Central Pacific Bank - Trust Division$2.1M1
141Mill Creek Capital Advisors, LLC$2.1M1
142NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0M1
143Compound Planning, Inc.$2.0M1
144Vontobel Holding Ltd.$2.0M1
145Caprock Group, LLC$2.0M1
146Summit Trail Advisors, LLC$2.0M1
147Bleakley Financial Group, LLC$2.0M1
148Waldron Private Wealth LLC$1.9M1
149Barden Capital Management, Inc.$1.9M1
150ABN AMRO INVESTMENT SOLUTIONS$1.9M1
151Aviso Financial Inc.$1.9M1
152Successful Portfolios LLC$1.9M1
153Aaron Wealth Advisors LLC$1.8M1
154UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.8M1
155Frank, Rimerman Advisors LLC$1.7M1
156Strategic Global Advisors, LLC$1.7M1
157GFS Advisors, LLC$1.7M1
158CIBC Asset Management Inc$1.7M1
159EVERGREEN CAPITAL MANAGEMENT LLC$1.7M1
160DIVERSIFY WEALTH MANAGEMENT, LLC$1.6M1
161ALLIANCEBERNSTEIN L.P.$1.6M1
162DOLIVER ADVISORS, LP$1.6M1
163Squarepoint Ops LLC$1.6M1
164Ballentine Partners, LLC$1.6M1
165Limestone Investment Advisors LP$1.6M1
166Calamos Advisors LLC$1.5M1
167Marks Group Wealth Management, Inc$1.5M1
168NewEdge Advisors, LLC$1.5M1
169FIGURE 8 INVESTMENT STRATEGIES LLC$1.5M1
170WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
171EXENCIAL WEALTH ADVISORS, LLC$1.4M1
172GTS SECURITIES LLC$1.4M1
173Qtron Investments LLC$1.4M1
17417 CAPITAL PARTNERS, LLC$1.4M1
175XTX Topco Ltd$1.3M1
176Royal Fund Management, LLC$1.3M1
177Dorsey & Whitney Trust CO LLC$1.3M1
178MAI Capital Management$1.2M1
179Prosperity Consulting Group, LLC$1.2M1
180INTRUST BANK NA$1.2M1
181PRINCIPAL SECURITIES, INC.$1.2M1
182BAILARD, INC.$1.1M1
183Advisory Resource Group$1.1M1
184Smartleaf Asset Management LLC$1.1M1
185GUGGENHEIM CAPITAL LLC$1.1M1
186WINCAP FINANCIAL LLC$1.0M1
187Sunstone Asset Management, L.P.$1.0M1
188SUSQUEHANNA INTERNATIONAL GROUP, LLP$967K1
189Alhambra Investment Management LLC$965K1
190HANCOCK WHITNEY CORP$952K1
191Composition Wealth, LLC$945K1
192WEALTH ALLIANCE, LLC$943K1
193REGIONS FINANCIAL CORP$926K1
194Snowden Capital Advisors LLC$920K1
195EARNEST PARTNERS LLC$868K1
196HB Wealth Management, LLC$868K1
197Marex Group Ltd$863K1
198MITCHELL & PAHL PRIVATE WEALTH, LLC$860K1
199OpenArc Corporate Advisory, LLC$841K1
200EP Wealth Advisors, LLC$837K1
201Future Fund LLC$827K1
202TRUSTMARK BANK TRUST DEPARTMENT$820K1
203Beck Bode, LLC$814K1
204Private Advisor Group, LLC$788K1
205PDS Planning, Inc$757K1
206Henshaw Capital LLC$757K1
207Gibbs Wealth Management$738K1
208Walleye Trading LLC$732K1
209GC Wealth Management RIA, LLC$728K1
210Five Oceans Advisors$718K1
211PCM Encore, LLC$708K1
212Portside Wealth Group, LLC$705K1
213FIDUCIARY TRUST CO$698K1
214BROWN ADVISORY INC$694K1
215TWO SIGMA SECURITIES, LLC$683K1
216CREDIT AGRICOLE S A$675K1
217Moors & Cabot, Inc.$668K1
218Steward Partners Investment Advisory, LLC$661K1
219SAGESPRING WEALTH PARTNERS, LLC$658K1
220PERSONAL CFO SOLUTIONS, LLC$654K1
221Pitcairn Wealth Advisors LLC$652K1
222May Hill Capital, LLC$650K1
223COLDSTREAM CAPITAL MANAGEMENT INC$647K1
224Apollon Wealth Management, LLC$645K1
225Fiera Capital Corp$644K1
226Blue Trust, Inc.$644K1
227Lido Advisors, LLC$640K1
228Bridgefront Capital, LLC$636K1
229ALLIANZ SE$634K1
230Advisors Asset Management, Inc.$627K1
231Bridgewater Advisors Inc.$620K1
232Third View Private Wealth, LLC$612K1
233LHM, INC.$611K1
234Checchi Capital Advisers, LLC$606K1
235FOX RUN MANAGEMENT, L.L.C.$603K1
236BLAIR WILLIAM & CO/IL$593K1
237LVW Advisors, LLC$589K1
238Americana Partners, LLC$589K1
239BKM Wealth Management, LLC$586K1
240HUB Investment Partners, LLC$585K1
241Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$580K1
242One Wealth Advisors, LLC$580K1
243Y.D. More Investments Ltd$578K1
244Nuveen, LLC$570K1
245Minneapolis Portfolio Management Group, LLC$569K1
246FLPUTNAM INVESTMENT MANAGEMENT CO$565K1
247TCTC Holdings, LLC$555K1
248Envestnet Portfolio Solutions, Inc.$551K1
249OneDigital Investment Advisors LLC$550K1
250MISSION WEALTH MANAGEMENT, LP$547K1
251Cresset Asset Management, LLC$547K1
252BSW Wealth Partners$542K1
253BigSur Wealth Management LLC$537K1
254Independent Advisor Alliance$537K1
255EVOLVE PRIVATE WEALTH, LLC$535K1
256Intesa Sanpaolo S.p.A.$530K1
257NORDEN GROUP LLC$529K1
258Engineers Gate Manager LP$528K1
259ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$526K1
260PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$523K1
261Seed Wealth Management, Inc.$520K1
262West Family Investments, Inc.$518K1
263Heritage Family Offices, LLP$516K1
264Key FInancial Inc$515K1
265ANCHYRA PARTNERS LLC$512K1
266SAGE RHINO CAPITAL LLC$502K1
267Concurrent Investment Advisors, LLC$501K1
268World Investment Advisors$495K1
269Dorato Capital Management$493K1
270AlphaCore Capital LLC$493K1
271COMMERCE BANK$486K1
272Twelve Points Wealth Management LLC$476K1
273HBK Sorce Advisory LLC$475K1
274Integrated Advisors Network LLC$475K1
275Kathmere Capital Management, LLC$472K1
276ELEVATION POINT WEALTH PARTNERS, LLC$471K1
277Savvy Advisors, Inc.$470K1
278Gallacher Capital Management LLC$470K1
279Janus Henderson Group Ltd.$466K1
280LONDON CO OF VIRGINIA$455K1
281INSIGNEO ADVISORY SERVICES, LLC$455K1
282Resonant Capital Advisors, LLC$452K1
283DIVERSIFIED MANAGEMENT INC$447K1
284SUMMITRY LLC$443K1
285Federation des caisses Desjardins du Quebec$443K1
286Focus Partners Advisor Solutions, LLC$443K1
287Philip James Wealth Mangement, LLC$436K1
288Hilltop Holdings Inc.$434K1
289Alvarez & Marsal Private Wealth Partners, LLC$428K1
290Rehmann Capital Advisory Group$428K1
291BERKSHIRE ASSET MANAGEMENT LLC/PA$424K1
292Steadtrust LLC$422K1
293Aprio Wealth Management, LLC$422K1
294Bayforest Capital Ltd$421K1
295Wealthspire Advisors, LLC$418K1
296Ovata Capital Management Ltd$402K1
297MGO ONE SEVEN LLC$402K1
298BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$399K1
299Wedmont Private Capital$396K1
300Gateway Wealth Partners, LLC$393K1
301Savant Capital, LLC$384K1
302Hardy Reed LLC$382K1
303Cetera Trust Company, N.A$373K1
304JOURNEY STRATEGIC WEALTH LLC$372K1
305U.S. Capital Wealth Advisors, LLC$371K1
306Equitable Holdings, Inc.$363K1
307Pinnacle Wealth Planning Services, Inc.$362K1
308Optas, LLC$359K1
309SHUFRO ROSE & CO LLC$357K1
310First Affirmative Financial Network$355K1
311Merit Financial Group, LLC$355K1
312Allworth Financial LP$347K1
313SEARLE & CO.$342K1
314Leonteq Securities AG$337K1
315Perigon Wealth Management, LLC$337K1
316Sowell Financial Services LLC$329K1
317HSBC HOLDINGS PLC$327K1
318Frec Markets, Inc.$323K1
319PINNACLE ASSOCIATES LTD$322K1
320EVOKE WEALTH, LLC$316K1
321Ascent Group, LLC$315K1
322Stratos Wealth Advisors, LLC$313K1
323MENORA MIVTACHIM HOLDINGS LTD.$311K1
324Aljian Capital Management, LLC$307K1
325AIGEN INVESTMENT MANAGEMENT, LP$306K1
326NICOLET BANKSHARES INC$300K1
327XPONANCE LLC$299K1
328CERTIOR FINANCIAL GROUP, LLC$296K1
329Pekin Hardy Strauss, Inc.$294K1
330SEEDS INVESTOR LLC$292K1
331Arax Advisory Partners$291K1
332B. Riley Wealth Advisors, Inc.$290K1
333Baird Financial Group, Inc.$286K1
334Sivia Capital Partners, LLC$286K1
335Traveka Wealth, LLC$285K1
336Addison Advisors LLC$285K1
337Wilkinson Global Asset Management LLC$284K1
338Abel Hall, LLC$278K1
339Capital Investment Advisory Services, LLC$272K1
340South Shore Capital Advisors$269K1
341Ameritas Advisory Services, LLC$267K1
342LAUREL OAK WEALTH MANAGEMENT, LLC$266K1
343Capital Group Private Client Services, Inc.$265K1
344JOHNSON INVESTMENT COUNSEL INC$264K1
345AE Wealth Management LLC$262K1
346Chicago Capital, LLC$261K1
347White Knight Strategic Wealth Advisors, LLC$256K1
348Livet Wealth, LLC$255K1
349WCG Wealth Advisors LLC$254K1
350Opes Wealth Management LLC$249K1
351Bank Julius Baer & Co. Ltd, Zurich$248K1
352GeoWealth Management, LLC$248K1
353OneAscent Financial Services LLC$247K1
354DELTA FINANCIAL ADVISORS LLC$244K1
355DEUTSCHE BANK AG\$239K1
356Cromwell Holdings LLC$237K1
357Blueshift Asset Management, LLC$234K1
358DRIVE WEALTH MANAGEMENT, LLC$234K1
359PFG Investments, LLC$233K1
360180 WEALTH ADVISORS, LLC$231K1
361Avior Wealth Management, LLC$227K1
362Advisor OS, LLC$226K1
363Keel Point, LLC$225K1
364ANGELES WEALTH MANAGEMENT, LLC$225K1
365Diversified Trust Co$224K1
366Gryphon Financial Partners LLC$222K1
367Mutual Advisors, LLC$222K1
368ONE WEALTH CAPITAL MANAGEMENT, LLC$220K1
369Crewe Advisors LLC$218K1
370Baker Ellis Asset Management LLC$218K1
371Jacobi Capital Management LLC$217K1
372MEYER HANDELMAN CO$216K1
373SYM FINANCIAL Corp$215K1
374RIVERSEDGE ADVISORS, LLC$214K1
375BAKER TILLY WEALTH MANAGEMENT, LLC$213K1
376Choate Investment Advisors$213K1
377Dynasty Wealth Management, LLC$212K1
378Abundance Wealth Counselors$207K1
379SAPIENT CAPITAL LLC$207K1
380Baron Wealth Management LLC$204K1
381JACKSON THORNTON WEALTH MANAGEMENT, LLC$204K1
382Csenge Advisory Group$204K1
383KESTRA PRIVATE WEALTH SERVICES, LLC$204K1
384STEPHENS INC /AR/$202K1
385Transamerica Financial Advisors, LLC$147K1
386UMB Bank, n.a.$135K1
387MATHER GROUP, LLC.$119K1
388NATIXIS ADVISORS, LLC$106K1
389Hilltop National Bank$98.9K1
390Geneos Wealth Management Inc.$94.7K1
391FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$82.8K1
392LOM Asset Management Ltd$82.8K1
393Legend Capital Advisors LLC$77.6K1
394Grove Bank & Trust$73.9K1
395THRIVENT FINANCIAL FOR LUTHERANS$71.8K1
396Manchester Capital Management LLC$71.3K1
397Owl Creek Wealth Partners LLC$65.5K1
398Parkside Financial Bank & Trust$64.3K1
399SJS Investment Consulting Inc.$54.6K1
400PITTENGER & ANDERSON INC$46.9K1
401Ameliora Wealth Management Ltd.$45.5K1
402Atlantic Union Bankshares Corp$45.2K1
403CENTRAL TRUST Co$42.6K1
404True Wealth Design, LLC$42.1K1
405Founders Capital Management$41.5K1
406EFG International AG$39.9K1
407Annis Gardner Whiting Capital Advisors, LLC$35.9K1
408Physician Wealth Advisors, Inc.$33.2K1
409Evelyn Partners Asset Management Ltd$33.1K1
410JFS WEALTH ADVISORS, LLC$31.3K1
411CVA Family Office, LLC$29.6K1
412Signature Equity Partners, LLC$29.4K1
413Wellington Grp LLC$27.9K1
414Bell Investment Advisors, Inc$27.6K1
415Tacita Capital Inc$26.4K1
416Larson Financial Group LLC$24.5K1
417COUNTRY TRUST BANK$24.2K1
418TD Capital Management LLC$24.0K1
419Opal Wealth Advisors, LLC$23.6K1
420Measured Wealth Private Client Group, LLC$23.5K1
421FEDERATED HERMES, INC.$21.3K1
422Asset Dedication, LLC$20.4K1
423FOSTER DYKEMA CABOT & PARTNERS, LLC$19.4K1
424AMERIFLEX GROUP, INC.$19.3K1
425Advocate Investing Services LLC$17.5K1
426Cherry Tree Wealth Management, LLC$17.1K1
427NATIONAL BANK OF CANADA /FI/$16.6K1
428Triumph Capital Management$16.3K1
429Destiny Wealth Partners, LLC$14.9K1
430FINANCIAL CONSULATE, INC$14.8K1
431Spire Wealth Management$14.0K1
432MASECO LLP$13.5K1
433Frazier Financial Advisors, LLC$12.2K1
434Valued Wealth Advisors LLC$11.9K1
435Cassaday & Co Wealth Management LLC$11.5K1
436BROWN, LISLE/CUMMINGS, INC.$11.3K1
437Financial Network Wealth Advisors LLC$11.2K1
438Intentional Wealth Strategies, LLC$11.2K1
439Retirement Wealth Solutions LLC$11.0K1
440GHP Investment Advisors, Inc.$11.0K1
441SHP Wealth Management$10.6K1
442Jackson, Grant Investment Advisers, Inc.$10.5K1
443HM PAYSON & CO$10.4K1
444ALBION FINANCIAL GROUP /UT$10.1K1
445Acumen Wealth Advisors, LLC$9.8K1
446PROFFITT & GOODSON INC$8.3K1
447CNB Bank$8.3K1
448Truvestments Capital LLC$7.4K1
449Fairman Group, LLC$7.3K1
450SALEM INVESTMENT COUNSELORS INC$7.1K1
451JPL Wealth Management, LLC$7.1K1
452BFSG, LLC$6.9K1
453MONTAG A & ASSOCIATES INC$6.4K1
454MidFirst Bank$6.2K1
455Bangor Savings Bank$5.8K1
456Prestige Wealth Management Group LLC$5.8K1
457American Capital Advisory, LLC$5.8K1
458MV CAPITAL MANAGEMENT, INC.$5.6K1
459TOMPKINS FINANCIAL CORP$5.2K1
460PARK AVENUE SECURITIES LLC$4.9K1
461Beaird Harris Wealth Management, LLC$4.7K1
462Godfrey Financial Associates, Inc.$4.2K1
463DAGCO, INC.$4.1K1
464Abound Wealth Management$3.9K1
465DecisionPoint Financial, LLC$3.3K1
466Granite FO LLC$3.3K1
467TOTH FINANCIAL ADVISORY CORP$2.5K1
468Elevated Capital Advisors, LLC$2.4K1
469WPG Advisers, LLC$2.4K1
470Wealth Science Advisors LLC$2.4K1
471Dogwood Wealth Management LLC$2.2K1
472JNBA Financial Advisors$2.2K1
473WOLFF WIESE MAGANA LLC$2.1K1
474SITTNER & NELSON, LLC$2.1K1
475Rachor Investment Advisory Services, LLC$2.1K1
476NATURAL INVESTMENTS, LLC$1.7K1
477Darwin Wealth Management, LLC$1.7K1
478Stone House Investment Management, LLC$1.7K1
479GODSEY & GIBB, INC$1.6K1
480Kilter Group LLC$1.5K1
481NFSG Corp$1.5K1
482Tower Research Capital LLC (TRC)$1.4K1
483MBM WEALTH CONSULTANTS, LLC$1.1K1
484Caitong International Asset Management Co., Ltd$1.1K1
485Quaker Wealth Management, LLC$9321
486Kingdom Financial Group LLC.$7481
487EASTERN BANK$7251
488Nvest Wealth Strategies, Inc.$3521
489PEAPACK GLADSTONE FINANCIAL CORP$2871
490HHM Wealth Advisors, LLC$2071
491Smallwood Wealth Investment Management, LLC$2071
492Maj Invest Holding A/S$1141
493CENTAURUS FINANCIAL, INC.$1091
494JTC Employer Solutions Trustee Ltd$831
495Capital Analysts, LLC$231
496Smithfield Trust Co$51
497Avion Wealth$21
498GLENMEDE TRUST CO NA$01
499HARBOUR INVESTMENTS, INC.$01
500ACADIAN ASSET MANAGEMENT LLC$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$14.0K to $63.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SONY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SONY
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for SONY · financials and macro

Financials — as filed PLANNED

SONY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SONY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing