Institutional Ownership
Sony Financial Grp Adr
CUSIP 83571B100Common StockSFGYYQ1 2026
Institutional Holders
24
13F filers
Shares Held
522.9K
Aggregate institutional
Institutional Value
$2.36M
Q1 2026
Net New Holders
-7
2 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased8
Sold out9
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Madison Asset Management, LLC | 354.4K | $1.60M | +20.9K | Added |
| 2 | Henry James International Management Inc. | 86.5K | $390.2K | −1.4K | Reduced |
| 3 | Generali Investments Cee, Investicni Spolecnost, A.S. | 29.1K | $131.5K | 0 | Held |
| 4 | Rhumbline Advisers | 25.9K | $116.7K | +685 | Added |
| 5 | Yousif Capital Management, LLC | 10.9K | $49.2K | 0 | Held |
| 6 | Ferguson Wellman Capital Management, Inc | 10.2K | $46.1K | +10.2K | New |
| 7 | Atlas Capital Advisors Inc. | 1.4K | $6.3K | 0 | Held |
| 8 | Wealth Preservation Advisors, LLC | 900 | $4.1K | 0 | Held |
| 9 | Thurston, Springer, Miller, Herd & Titak, Inc. | 743 | $3.3K | −339 | Reduced |
| 10 | Gamma Investing LLC | 378 | $1.7K | −1.8K | Reduced |
14 more institutional holders on Premium
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