Sony Financial Group Inc.-ADRSFGYY

13F holders, Q4 2025 (December 31)

34holders +20

24new positions

6sold out

$5.23avg. 13F price*

At the end of Q4 2025, 34 institutions reported holding Sony Financial Group Inc.-ADR (SFGYY) in their 13F filings, up 20 from Q3 2025. 24 opened new positions and 6 sold out. The largest holders were Aristotle Capital Management, LLC ($1.9M), Madison Asset Management, LLC ($1.7M) and Henry James International Management Inc. ($460K).

Company: Sony Financial Group Inc.-ADR
CUSIP: 83571B100
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

	Institutions	Total Value
New Positions	24	$2.1M
Exits	6	$8.2M

All 13F filers, Q3 2025 → Q4 2025: 405,533 shares bought and 8,271,370 shares sold, net −7,865,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders


Aristotle Capital Management, LLC	0.00%	Reduce -94.9%	365,495	$1.9M
Madison Asset Management, LLC	0.02%	New	333,536	$1.7M
Henry James International Management Inc.	0.14%	Add +0.1%	87,949	$460K
Lathrop Investment Management Co.	0.04%	Reduce -66.3%	39,328	$206K
Generali Investments CEE, investicni spolecnost, a.s.	0.01%	No change	29,150	$152K
Rhumbline Advisers	0.00%	New	25,192	$132K
Fca Corp.	0.02%	New	15,800	$83K
Yousif Capital Management, LLC	0.00%	New	10,917	$57K
Sterling Capital Management LLC	0.00%	New	8,992	$47K
PNC Financial Services Group, Inc.	0.00%	New	2,326	$12K
GAMMA Investing LLC	0.00%	New	2,218	$12K
Atlas Capital Advisors Inc.	0.00%	—	1,400	$7K
Salomon & Ludwin, LLC	0.00%	New	1,070	$6K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	New	1,082	$6K
Wealth Preservation Advisors, LLC	0.00%	New	900	$5K
Trust Co. of Vermont	0.00%	New	900	$5K
Ancora Advisors LLC	0.00%	New	576	$3K
Westside Investment Management, Inc.	0.00%	New	572	$3K
Ogorek Anthony Joseph /NY/	0.00%	New	479	$2K
Lanark Financial, Inc.	0.00%	New	330	$2K
Paradigm Asset Management Co. LLC	0.00%	No change	300	$2K
General Partner, Inc.	0.00%	New	249	$1K
Ameriflex Group, Inc.	0.00%	Reduce -17.8%	166	$868
Murphy & Mullick Capital Management Corp	0.00%	New	153	$800
Steigerwald, Gordon & Koch Inc.	0.00%	No change	75	$392
Archer Investment Corp	0.00%	New	57	$298
Wellington-Altus USA Inc.	0.00%	—	52	$272
Ascentis Wealth Management, LLC	0.00%	New	44	$230
ORG Partners LLC	0.00%	New	20	$104
Heritage Wealth Advisors	0.00%	No change	18	$94
Byrne Asset Management LLC	0.00%	New	16	$84
Boyd Watterson Asset Management LLC	0.00%	New	10	$52
Winch Advisory Services, LLC	0.00%	New	8	$42
Coston, McIsaac & Partners	0.00%	New	38	$0

"% of holder's portfolio" is SFGYY's weight in each manager's 13F, not the share of Sony Financial Group Inc.-ADR the manager owns.