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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/14/2024 | PRIMECAP MANAGEMENT CO/CA/ | 21.75 M | $1.86 B | -1.93% | 1.77% |
| 05/15/2024 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 10.70 M | $917.27 M | -1.91% | 0.87% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 6.82 M | $584.44 M | 7.20% | 0.56% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 4.63 M | $397.33 M | -2.47% | 0.38% |
| 05/15/2024 | MORGAN STANLEY | 4.54 M | $389.56 M | 3.11% | 0.37% |
| 05/10/2024 | BLACKROCK INC. | 4.27 M | $366.33 M | -4.35% | 0.35% |
| 05/14/2024 | FIDUCIARY MANAGEMENT INC /WI/ | 2.93 M | $251.31 M | -5.48% | 0.24% |
| 05/07/2024 | MONDRIAN INVESTMENT PARTNERS LTD | 2.56 M | $220.03 M | 43.41% | 0.21% |
| 05/13/2024 | FMR LLC | 1.89 M | $162.07 M | 1.28% | 0.15% |
| 05/13/2024 | CLEARBRIDGE INVESTMENTS, LLC | 1.62 M | $138.64 M | 1.16% | 0.13% |
| 05/14/2024 | GAMCO INVESTORS, INC. ET AL | 1.41 M | $120.52 M | -3.31% | 0.11% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 1.39 M | $119.56 M | 8.88% | 0.11% |
| 05/14/2024 | GABELLI FUNDS LLC | 1.37 M | $117.34 M | -5.27% | 0.11% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 1.37 M | $117.56 M | 1.96% | 0.11% |
| 05/15/2024 | ROYAL BANK OF CANADA | 1.26 M | $108.05 M | 0.63% | 0.10% |
| 05/14/2024 | NORTHERN TRUST CORP | 1.04 M | $88.91 M | -1.72% | 0.08% |
| 05/14/2024 | THRIVENT FINANCIAL FOR LUTHERANS | 916,807 | $78.61 M | 5.09% | 0.07% |
| 05/07/2024 | SEI INVESTMENTS CO | 590,712 | $50.65 M | 4.71% | 0.05% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 565,130 | $48.45 M | 6.16% | 0.05% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 548,502 | $47.03 M | 0.17% | 0.04% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 543,000 | $46.56 M | 7.82% | 0.04% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 501,000 | $42.96 M | 100.00% | 0.04% |
| 05/14/2024 | MACQUARIE GROUP LTD | 467,919 | $40.12 M | -11.08% | 0.04% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 404,100 | $34.65 M | 100.00% | 0.03% |
| 05/10/2024 | CITIGROUP INC | 329,590 | $28.26 M | 10.33% | 0.03% |
| 05/06/2024 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 328,063 | $28.13 M | -4.60% | 0.03% |
| 05/10/2024 | CIBC PRIVATE WEALTH GROUP, LLC | 305,991 | $26.37 M | -27.31% | 0.03% |
| 04/25/2024 | NATIXIS ADVISORS, L.P. | 304,861 | $26.14 M | -3.43% | 0.02% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 299,305 | $25.66 M | -3.59% | 0.02% |
| 04/09/2024 | CARDINAL CAPITAL MANAGEMENT, INC. | 297,851 | $25.54 M | 0.34% | 0.02% |
| 05/15/2024 | HARDING LOEVNER LP | 278,937 | $23.92 M | -87.77% | 0.02% |
| 05/13/2024 | CREATIVE PLANNING | 277,235 | $23.77 M | -0.34% | 0.02% |
| 05/10/2024 | JPMORGAN CHASE & CO | 268,373 | $23.01 M | -0.65% | 0.02% |
| 04/10/2024 | ATWOOD & PALMER INC | 258,618 | $22.17 M | 0.87% | 0.02% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 257,500 | $22.08 M | 62.67% | 0.02% |
| 05/15/2024 | ALBERTA INVESTMENT MANAGEMENT CORP | 255,760 | $21.93 M | 27.88% | 0.02% |
| 05/15/2024 | CITADEL ADVISORS LLC | 256,500 | $21.99 M | 86.55% | 0.02% |
| 05/14/2024 | INVESCO LTD. | 252,843 | $21.68 M | -26.65% | 0.02% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 251,187 | $21.54 M | -29.61% | 0.02% |
| 05/14/2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 245,583 | $21.06 M | -22.81% | 0.02% |
| 05/10/2024 | FORESIGHT GLOBAL INVESTORS, INC. | 241,318 | $20.69 M | 24.94% | 0.02% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 236,778 | $20.30 M | 13.97% | 0.02% |
| 05/15/2024 | TODD ASSET MANAGEMENT LLC | 232,801 | $19.96 M | 8.30% | 0.02% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 222,603 | $19.10 M | -46.95% | 0.02% |
| 05/14/2024 | STIFEL FINANCIAL CORP | 219,043 | $18.78 M | -8.18% | 0.02% |
| 05/03/2024 | PICTET NORTH AMERICA ADVISORS SA | 218,129 | $18.70 M | 100.00% | 0.02% |
| 05/09/2024 | MARTIN INVESTMENT MANAGEMENT, LLC | 213,620 | $18.32 M | 5.67% | 0.02% |
| 05/15/2024 | WALLEYE CAPITAL LLC | 202,726 | $17.38 M | 287.20% | 0.02% |
| 05/15/2024 | WALLEYE CAPITAL LLC | 200,400 | $17.18 M | -5.87% | 0.02% |
| 05/15/2024 | CITADEL ADVISORS LLC | 200,900 | $17.23 M | -6.65% | 0.02% |
A. During the previous two years, 904 institutional investors and hedge funds held shares of Sony Group Corporation. The most heavily invested institutionals were:
PRIMECAP MANAGEMENT CO/CA/: 21.75 M
Aristotle Capital Management, LLC: 10.7 M
Fisher Asset Management, LLC: 6.82 M
BANK OF AMERICA CORP /DE/: 4.63 M
MORGAN STANLEY: 4.54 M
BlackRock Inc.: 4.27 M
A. 7.34% of Sony Group Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 108.72 M shares in the last 24 months. This purchase volume represents approximately $9.35 B in transactions.
