Security Name: SONY GROUP CORP - SP ADR
Ticker: SONY
Security Type: ADR
Exchange: US
CUSIP: 835699307

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $8.03B - 640 -
2024-09-30 $8.87B +10.5% 645 +0.8%
2024-12-31 $9.89B +11.5% 553 -14.3%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
FORESIGHT GLOBAL INVESTORS, INC. $23.7M 1,119K 17.3%
XY CAPITAL LTD $19.5M 920K 9.4%
NIXON CAPITAL, LLC $22.6M 1,082K 7.0%
MARTIN INVESTMENT MANAGEMENT, LLC $22.7M 1,071K 6.2%
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC $34.6M 1,632K 4.6%
HENRY JAMES INTERNATIONAL MANAGEMENT INC. $11.1M 523K 4.0%
ROCK POINT ADVISORS, LLC $13.2M 625K 3.9%
MONDRIAN INVESTMENT PARTNERS LTD $223.0M 10,138K 3.7%
CLARK ESTATES INC/NY $14.8M 700K 2.9%
HARBER ASSET MANAGEMENT LLC $8.7M 411K 2.6%
LATHROP INVESTMENT MANAGEMENT CO $13.5M 639K 2.6%
AMERICAN TRUST INVESTMENT ADVISORS, LLC $6.1M 286K 2.5%
CABOT WEALTH MANAGEMENT INC $18.0M 852K 2.3%
ARISTOTLE CAPITAL MANAGEMENT, LLC $1116.7M 52,771K 2.2%
PICTET NORTH AMERICA ADVISORS SA $22.4M 1,057K 2.1%
FIDUCIARY MANAGEMENT INC /WI/ $218.4M 10,320K 2.0%
FIGURE 8 INVESTMENT STRATEGIES LLC $2.1M 97K 2.0%
PRIMECAP MANAGEMENT CO/CA/ $2158.2M 101,995K 1.7%
BARDEN CAPITAL MANAGEMENT, INC. $1.8M 85K 1.6%
ARNHOLD LLC $15.2M 718K 1.5%
HARDING LOEVNER LP $214.5M 10,135K 1.5%
LIVE OAK PRIVATE WEALTH LLC $8.5M 402K 1.4%
GAMCO INVESTORS, INC. ET AL $133.8M 6,324K 1.4%
THELEME PARTNERS LLP $19.6M 925K 1.3%
TIMBER CREEK CAPITAL MANAGEMENT LLC $4.5M 213K 1.3%

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