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About 8.24% of SONY shares are held by financial institutions. SUMITOMO MITSUI TRUST HOLDINGS, INC. is the top corporate investor, holding 822.04K shares valued at $17.02M. A 0.01% stake in Sony Group Corporation is owned by the company. CABOT WEALTH MANAGEMENT INC owns 830.91K shares valued at $17.20M, which translates its holding of 0.01% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.01% | 822.04K | 17.02M | -151.14K | -15.53% |
| Mar 31, 2026 | CABOT WEALTH MANAGEMENT INC | 0.01% | 830.91K | 17.2M | 16.33K | +2.00% |
| Mar 31, 2026 | ARNHOLD LLC | 0.01% | 837.36K | 17.33M | 127.69K | +17.99% |
| Mar 31, 2026 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 839K | 17.37M | -155.12K | -15.60% |
| Mar 31, 2026 | 0.03% | 1.95M | 40.46M | 1.95M | +100.00% | |
| Mar 31, 2026 | CAPITAL INTERNATIONAL INVESTORS | 0.12% | 7.38M | 146.92M | -71.3K | -0.96% |
| Mar 31, 2026 | BLACKROCK, INC. | 0.16% | 9.39M | 194.35M | 1.02M | +12.16% |
| Mar 31, 2026 | MONDRIAN INVESTMENT PARTNERS LTD | 0.2% | 11.98M | 251.49M | 3.29M | +37.91% |
| Mar 31, 2026 | PRIMECAP MANAGEMENT CO/CA/ | 0.98% | 58.53M | 1.21B | 229.4K | +0.39% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.05% | 3.21M | 66.39M | 110.55K | +3.57% |
| Mar 31, 2026 | THRIVENT FINANCIAL FOR LUTHERANS | 0.06% | 3.47M | 71.83M | 58.7K | +1.72% |
| Mar 31, 2026 | D. E. SHAW & CO., INC. | 0.06% | 3.58M | 74.14M | 3.58M | +100.00% |
| Mar 31, 2026 | GABELLI FUNDS LLC | 0.09% | 5.2M | 107.59M | -121.45K | -2.28% |
| Mar 31, 2026 | BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 1.02M | 21.1M | -508.15K | -33.27% |
| Mar 31, 2026 | QUANTINNO CAPITAL MANAGEMENT LP | 0.02% | 1.04M | 21.46M | 156.46K | +17.77% |
| Mar 31, 2026 | NEUBERGER BERMAN GROUP LLC | 0.02% | 1.1M | 22.74M | 72.2K | +7.03% |
| Mar 31, 2026 | FMR LLC | 0.08% | 5.04M | 104.42M | -1.09M | -17.81% |
| Mar 31, 2026 | UBS GROUP AG | 0.05% | 2.89M | 59.72M | 142.63K | +5.20% |
| Mar 31, 2026 | CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.03% | 1.78M | 36.84M | -95.08K | -5.07% |
| Mar 31, 2026 | ASSETMARK, INC | 0.03% | 1.66M | 34.4M | -28.61K | -1.69% |
| Mar 31, 2026 | PICTET NORTH AMERICA ADVISORS SA | 0.03% | 1.58M | 32.8M | 47.59K | +3.10% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.04% | 2.14M | 44.38M | 17.75K | +0.83% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.02% | 1.08M | 22.31M | 1.95K | +0.18% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.1% | 5.88M | 121.65M | 500.88K | +9.32% |
| Mar 31, 2026 | HARDING LOEVNER LP | 0.11% | 6.64M | 137.35M | -405.77K | -5.76% |
| Mar 31, 2026 | NORTHERN TRUST CORP | 0.12% | 7.36M | 152.44M | -55.03K | -0.74% |
| Mar 31, 2026 | GOLDMAN SACHS GROUP INC | 0.15% | 8.97M | 185.65M | 1.18M | +15.13% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.28% | 16.99M | 351.75M | 1.41M | +9.08% |
| Mar 31, 2026 | MORGAN STANLEY | 0.42% | 24.99M | 517.25M | 2.38M | +10.55% |
| Mar 31, 2026 | WCM INVESTMENT MANAGEMENT, LLC | 0.03% | 1.95M | 38.84M | 1.5M | +337.56% |
| Mar 31, 2026 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.74% | 43.94M | 909.5M | -1.15M | -2.56% |
| Mar 31, 2026 | DIMENSIONAL FUND ADVISORS LP | 0.04% | 2.23M | 46.07M | -24.89K | -1.11% |
| Mar 31, 2026 | SEI INVESTMENTS CO | 0.05% | 2.86M | 59.18M | -70.62K | -2.41% |
| Mar 31, 2026 | JPMORGAN CHASE & CO | 0.05% | 2.9M | 57.76M | 751.97K | +35.01% |
| Mar 31, 2026 | AMERIPRISE FINANCIAL INC | 0.05% | 3.14M | 64.4M | 1.13M | +56.20% |
| Mar 31, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.08% | 4.59M | 91.3M | 4.5M | +5,280.29% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.11% | 6.57M | 136.04M | -207.19K | -3.06% |
| Mar 31, 2026 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.02% | 964.79K | 19.97M | 76.5K | +8.61% |
| Mar 31, 2026 | MARTIN INVESTMENT MANAGEMENT, LLC | 0.01% | 891.17K | 18.45M | -77.03K | -7.96% |
| Mar 31, 2026 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.02% | 969.21K | 20.06M | 179.75K | +22.77% |
| Mar 31, 2026 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 0.02% | 1.16M | 23.93M | 1.16M | +100.00% |
| Mar 31, 2026 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.02% | 1.26M | 26.03M | 1.12M | +824.20% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.02% | 1.27M | 26.2M | 325.4K | +34.60% |
| Mar 31, 2026 | AMERICAN CENTURY COMPANIES INC | 0.02% | 1.33M | 27.47M | -630.13K | -32.20% |
| Mar 31, 2026 | UBS ASSET MANAGEMENT AMERICAS INC | 0.02% | 1.39M | 28.85M | 1.21M | +653.86% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.03% | 1.87M | 38.77M | 84K | +4.70% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.03% | 1.91M | 39.61M | 1.46M | +321.52% |
| Mar 31, 2026 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.03% | 1.93M | 40M | 1.93M | +100.00% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.03% | 1.94M | 40.1M | 1.35M | +229.69% |
| Mar 31, 2026 | ALBERTA INVESTMENT MANAGEMENT CORP | 0.03% | 1.99M | 41.26M | 1.99M | +100.00% |
| Mar 31, 2026 | GAMCO INVESTORS, INC. ET AL | 0.08% | 4.59M | 94.99M | -385.95K | -7.76% |
| Mar 31, 2026 | CAPITAL WORLD INVESTORS | 0.08% | 4.97M | 102.9M | -105.68K | -2.08% |
| Mar 31, 2026 | CLEARBRIDGE INVESTMENTS, LLC | 0.08% | 5.06M | 104.78M | -546.05K | -9.74% |
| Mar 31, 2026 | NATIXIS ADVISORS, L.P. | 0.09% | 5.11M | 105.83M | -116.46K | -2.23% |
| Mar 31, 2026 | FISHER ASSET MANAGEMENT, LLC | 1.85% | 110.63M | 2.29B | 1.65M | +1.51% |
| Mar 31, 2026 | CAPWEALTH ADVISORS, LLC | 0.01% | 618.74K | 12.81M | 31.73K | +5.41% |
| Mar 31, 2026 | CAMBIAR INVESTORS LLC | 0.01% | 625.05K | 12.94M | 35.1K | +5.95% |
| Mar 31, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 644.07K | 13.33M | 570.89K | +780.14% |
| Mar 31, 2026 | RENAISSANCE TECHNOLOGIES LLC | 0.01% | 655K | 13.56M | 655K | +100.00% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 661.1K | 13.68M | 97.91K | +17.39% |
| Mar 31, 2026 | THORNBURG INVESTMENT MANAGEMENT INC | 0.01% | 669.13K | 13.85M | 94.05K | +16.35% |
| Mar 31, 2026 | SOUTHSTATE CORP | 0.01% | 687.52K | 14.23M | -16.09K | -2.29% |
| Mar 31, 2026 | CLARK ESTATES INC/NY | 0.01% | 691.6K | 14.32M | 441.6K | +176.64% |
| Mar 31, 2026 | BANK OF NEW YORK MELLON CORP | 0.01% | 727.57K | 15.06M | 71.72K | +10.94% |
| Mar 31, 2026 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.01% | 759.22K | 15.72M | 759.22K | +100.00% |
| Mar 31, 2026 | INVESCO LTD. | 0.01% | 816.05K | 16.89M | 29.58K | +3.76% |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.06% | 3.41M | 87.34M | 37.36K | +1.11% |
| Dec 31, 2025 | CLEARBRIDGE INVESTMENTS, LLC | 0.09% | 5.61M | 143.57M | -253.42K | -4.32% |
| Dec 31, 2025 | CAPITAL INTERNATIONAL INVESTORS | 0.12% | 7.45M | 191.53M | 1.4M | +23.10% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.04% | 2.15M | 54.98M | 460K | +27.26% |
| Dec 31, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.02% | 994.12K | 25.45M | 60.17K | +6.44% |
| Dec 31, 2025 | MARTIN INVESTMENT MANAGEMENT, LLC | 0.02% | 968.2K | 24.79M | 3.64K | +0.38% |
| Dec 31, 2025 | ETHIC INC. | 0.01% | 524.59K | 13.43M | 13.16K | +2.57% |
| Dec 31, 2025 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 0.01% | 527.9K | 13.51M | -215.8K | -29.02% |
| Dec 31, 2025 | NORGES BANK | 0.01% | 538.25K | 13.78M | 538.25K | +100.00% |
| Dec 31, 2025 | CITIGROUP INC | 0.01% | 553.78K | 14.18M | -390.69K | -41.37% |
| Dec 31, 2025 | MONDRIAN INVESTMENT PARTNERS LTD | 0.15% | 8.68M | 225.79M | -889.45K | -9.29% |
| Dec 31, 2025 | MORGAN STANLEY | 0.38% | 22.6M | 578.65M | -94.26K | -0.42% |
| Dec 31, 2025 | PRIMECAP MANAGEMENT CO/CA/ | 0.98% | 58.3M | 1.49B | -6.14M | -9.53% |
| Dec 31, 2025 | FISHER ASSET MANAGEMENT, LLC | 1.83% | 108.98M | 2.79B | 4.34M | +4.14% |
| Dec 31, 2025 | LMR PARTNERS LLP | 0.01% | 600K | 15.36M | -519.3K | -46.40% |
| Dec 31, 2025 | LATHROP INVESTMENT MANAGEMENT CORP | 0.01% | 605.73K | 15.51M | -3.02K | -0.50% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.08% | 4.86M | 124.43M | 3.33M | +217.48% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.26% | 15.58M | 398.82M | 110.13K | +0.71% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.04% | 2.13M | 54.46M | -78.67K | -3.57% |
| Dec 31, 2025 | CABOT WEALTH MANAGEMENT INC | 0.01% | 814.58K | 20.85M | -8.73K | -1.06% |
| Dec 31, 2025 | CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.03% | 1.87M | 47.99M | 1.87M | +100.00% |
| Dec 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.03% | 1.96M | 50.1M | -187.95K | -8.76% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.03% | 2.01M | 51.31M | -76.68K | -3.68% |
| Dec 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 3.62M | 92.56M | 1.79M | +97.65% |
| Dec 31, 2025 | TODD ASSET MANAGEMENT LLC | 0.01% | 833.18K | 21.33M | -364.45K | -30.43% |
| Dec 31, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 880.32K | 22.54M | 116.4K | +15.24% |
| Dec 31, 2025 | NEUBERGER BERMAN GROUP LLC | 0.02% | 1.03M | 26.28M | 763.98K | +290.92% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.02% | 1.08M | 27.55M | 36.76K | +3.54% |
| Dec 31, 2025 | HANDELSBANKEN FONDER AB | 0.02% | 1.18M | 30.13M | -70K | -5.61% |
| Dec 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.03% | 1.53M | 39.1M | 807.53K | +112.19% |
| Dec 31, 2025 | CREATIVE PLANNING | 0.03% | 1.79M | 45.79M | -2.93K | -0.16% |
| Dec 31, 2025 | FMR LLC | 0.1% | 6.14M | 157.11M | 92.69K | +1.53% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.11% | 6.78M | 173.54M | 657.66K | +10.74% |
| Dec 31, 2025 | HARDING LOEVNER LP | 0.12% | 7.04M | 180.27M | -494.28K | -6.56% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.12% | 7.42M | 189.94M | -141.6K | -1.87% |
| Dec 31, 2025 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.76% | 45.09M | 1.15B | -1.91M | -4.07% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.02% | 940.35K | 24.07M | 184.17K | +24.36% |
| Dec 31, 2025 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 0.02% | 1.36M | 34.84M | 10.95K | +0.81% |
| Dec 31, 2025 | PICTET NORTH AMERICA ADVISORS SA | 0.03% | 1.54M | 39.35M | 27.95K | +1.85% |
| Dec 31, 2025 | ASSETMARK, INC | 0.03% | 1.69M | 43.27M | 230.44K | +15.78% |
| Dec 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.03% | 1.84M | 47.06M | 76.21K | +4.32% |
| Dec 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.04% | 2.16M | 56.02M | -129.02K | -5.62% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.04% | 2.25M | 57.61M | -137.06K | -5.74% |
| Dec 31, 2025 | UBS GROUP AG | 0.05% | 2.74M | 70.21M | 1.73M | +170.61% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.05% | 2.93M | 74.99M | -22.83K | -0.77% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.01% | 587.58K | 15.04M | 587.58K | +100.00% |
| Dec 31, 2025 | CAPWEALTH ADVISORS, LLC | 0.01% | 587.01K | 15.03M | 34.6K | +6.26% |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.01% | 572.91K | 14.67M | -389 | -0.07% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.05% | 3.1M | 79.28M | 95.14K | +3.17% |
| Dec 31, 2025 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.02% | 973.18K | 24.91M | 212.97K | +28.01% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.01% | 888.29K | 22.74M | 86.7K | +10.82% |
| Dec 31, 2025 | GAMCO INVESTORS, INC. ET AL | 0.08% | 4.98M | 127.36M | -243.55K | -4.67% |
| Dec 31, 2025 | CAPITAL WORLD INVESTORS | 0.09% | 5.08M | 129.97M | 74.77K | +1.49% |
| Dec 31, 2025 | NATIXIS ADVISORS, L.P. | 0.09% | 5.23M | 133.86M | -169.75K | -3.14% |
| Dec 31, 2025 | GABELLI FUNDS LLC | 0.09% | 5.32M | 136.17M | -347.95K | -6.14% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.09% | 5.38M | 137.63M | -382.52K | -6.64% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.13% | 7.79M | 199.41M | 306.79K | +4.10% |
| Dec 31, 2025 | BLACKROCK, INC. | 0.14% | 8.37M | 214.3M | -3.23M | -27.82% |
| Dec 31, 2025 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.01% | 789.46K | 20.21M | 38.6K | +5.14% |
| Dec 31, 2025 | FORESIGHT GLOBAL INVESTORS, INC. | 0.01% | 772.12K | 19.77M | -40.95K | -5.04% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 632.4K | 16.19M | 161.6K | +34.32% |
| Dec 31, 2025 | ARNHOLD LLC | 0.01% | 709.66K | 18.17M | 0 | 0 |
| Dec 31, 2025 | SOUTHSTATE CORP | 0.01% | 703.61K | 18.01M | 2.67K | +0.38% |
| Dec 31, 2025 | CERITY PARTNERS LLC | 0.01% | 666.51K | 17.06M | 4.76K | +0.72% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.01% | 655.85K | 16.79M | -6K | -0.91% |
| Dec 31, 2025 | US BANCORP \DE\ | 0.01% | 638.48K | 16.35M | -4.42K | -0.69% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.01% | 615.91K | 15.77M | 164.4K | +36.41% |
| Dec 31, 2025 | CAMBIAR INVESTORS LLC | 0.01% | 589.95K | 15.1M | -28.85K | -4.66% |
| Dec 31, 2025 | FIDUCIARY MANAGEMENT INC /WI/ | 0.09% | 5.6M | 143.29M | -459.61K | -7.59% |
| Sep 30, 2025 | CAPITAL INTERNATIONAL INVESTORS | 0.1% | 6.05M | 176.04M | 4.3M | +244.98% |
| Sep 30, 2025 | LATHROP INVESTMENT MANAGEMENT CORP | 0.01% | 608.75K | 17.53M | -19.28K | -3.07% |
| Sep 30, 2025 | CARDINAL CAPITAL MANAGEMENT, INC. | 0.01% | 613.45K | 17.66M | -923.41K | -60.08% |
| Sep 30, 2025 | CAMBIAR INVESTORS LLC | 0.01% | 618.8K | 17.82M | -9.04K | -1.44% |
| Sep 30, 2025 | LMR PARTNERS LLP | 0.02% | 1.12M | 32.22M | 519.3K | +86.55% |
| Sep 30, 2025 | HANDELSBANKEN FONDER AB | 0.02% | 1.25M | 35.9M | 296.92K | +31.25% |
| Sep 30, 2025 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 0.02% | 1.35M | 38.86M | -228.45K | -14.47% |
| Sep 30, 2025 | ASSETMARK, INC | 0.02% | 1.46M | 42.03M | -9.64K | -0.66% |
| Sep 30, 2025 | PICTET NORTH AMERICA ADVISORS SA | 0.03% | 1.51M | 43.45M | 59.18K | +4.08% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.03% | 1.53M | 44.08M | 209.95K | +15.89% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.03% | 1.69M | 48.59M | 145.76K | +9.45% |
| Sep 30, 2025 | US BANCORP \DE\ | 0.01% | 642.9K | 18.51M | -30.97K | -4.60% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.01% | 661.75K | 19.05M | -9.87K | -1.47% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.01% | 661.84K | 19.05M | 25.93K | +4.08% |
| Sep 30, 2025 | THORNBURG INVESTMENT MANAGEMENT INC | 0.01% | 672.73K | 19.37M | 9.9K | +1.49% |
| Sep 30, 2025 | SOUTHSTATE CORP | 0.01% | 700.95K | 20.18M | 7.52K | +1.08% |
| Sep 30, 2025 | ARNHOLD LLC | 0.01% | 709.66K | 20.43M | -8.77K | -1.22% |
| Sep 30, 2025 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 0.01% | 743.7K | 21.41M | 57.1K | +8.32% |
| Sep 30, 2025 | CLEARBRIDGE INVESTMENTS, LLC | 0.1% | 5.86M | 168.75M | 44.08K | +0.76% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.12% | 7.48M | 215.43M | 15.06K | +0.20% |
| Sep 30, 2025 | CITIGROUP INC | 0.02% | 944.47K | 27.19M | -160.88K | -14.55% |
| Sep 30, 2025 | MARTIN INVESTMENT MANAGEMENT, LLC | 0.02% | 964.56K | 27.77M | -69.08K | -6.68% |
| Sep 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.03% | 1.76M | 50.73M | 81.53K | +4.85% |
| Sep 30, 2025 | CREATIVE PLANNING | 0.03% | 1.79M | 51.59M | 69.25K | +4.02% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.05% | 3M | 86.42M | 107.17K | +3.70% |
| Sep 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.06% | 3.37M | 97.15M | 3.33M | +7,377.28% |
| Sep 30, 2025 | CAPITAL WORLD INVESTORS | 0.08% | 5M | 144.02M | 20.96K | +0.42% |
| Sep 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0.09% | 5.22M | 150.24M | -602.6K | -10.35% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.1% | 6.12M | 176.23M | 116.06K | +1.93% |
| Sep 30, 2025 | FMR LLC | 0.1% | 6.04M | 174.02M | 96.39K | +1.62% |
| Sep 30, 2025 | UBS GROUP AG | 0.02% | 1.01M | 29.18M | -909.15K | -47.29% |
| Sep 30, 2025 | INVESCO LTD. | 0.01% | 849.57K | 24.46M | -89.51K | -9.53% |
| Sep 30, 2025 | NATIXIS ADVISORS, L.P. | 0.09% | 5.4M | 155.43M | -216.65K | -3.86% |
| Sep 30, 2025 | GABELLI FUNDS LLC | 0.09% | 5.67M | 163.15M | -245.62K | -4.15% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.1% | 5.76M | 165.8M | -533.95K | -8.49% |
| Sep 30, 2025 | CABOT WEALTH MANAGEMENT INC | 0.01% | 823.31K | 23.7M | -17.6K | -2.09% |
| Sep 30, 2025 | FORESIGHT GLOBAL INVESTORS, INC. | 0.01% | 813.07K | 23.41M | 3.18K | +0.39% |
| Sep 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 763.92K | 21.99M | 128.28K | +20.18% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.02% | 1.04M | 29.92M | 40.25K | +4.03% |
| Sep 30, 2025 | FISHER ASSET MANAGEMENT, LLC | 1.74% | 104.64M | 3.13B | 2.77M | +2.72% |
| Sep 30, 2025 | PRIMECAP MANAGEMENT CO/CA/ | 1.07% | 64.44M | 1.86B | -6.3M | -8.90% |
| Sep 30, 2025 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.01% | 750.86K | 21.62M | 110.19K | +17.20% |
| Sep 30, 2025 | 1832 ASSET MANAGEMENT L.P. | 0.01% | 852.32K | 24.54M | -19.12K | -2.19% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.01% | 801.59K | 23.08M | 130.59K | +19.46% |
| Sep 30, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.02% | 933.95K | 26.89M | 90.28K | +10.70% |
| Sep 30, 2025 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.78% | 47M | 1.35B | -2.18M | -4.44% |
| Sep 30, 2025 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.01% | 760.21K | 21.89M | 95.08K | +14.29% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.01% | 756.17K | 21.77M | 37.06K | +5.15% |
| Sep 30, 2025 | MORGAN STANLEY | 0.38% | 22.7M | 653.47M | -2.34M | -9.34% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.26% | 15.47M | 445.34M | -1.08M | -6.54% |
| Sep 30, 2025 | FIDUCIARY MANAGEMENT INC /WI/ | 0.1% | 6.06M | 174.38M | -2.27M | -27.25% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.13% | 7.56M | 217.68M | -165.71K | -2.14% |
| Sep 30, 2025 | HARDING LOEVNER LP | 0.13% | 7.54M | 217M | -2.09M | -21.74% |
| Sep 30, 2025 | 0.03% | 1.76M | 50.56M | 1.76M | +100.00% | |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.03% | 1.83M | 52.66M | 828.14K | +82.73% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.03% | 2.08M | 60.22M | 75.77K | +3.77% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.04% | 2.14M | 61.75M | 286.54K | +15.42% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.04% | 2.21M | 63.51M | -276.62K | -11.14% |
| Sep 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.04% | 2.29M | 65.92M | 320.18K | +16.22% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.04% | 2.39M | 68.73M | -356.53K | -12.99% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.19% | 11.6M | 333.91M | -3.27M | -22.00% |
| Sep 30, 2025 | MONDRIAN INVESTMENT PARTNERS LTD | 0.16% | 9.57M | 277.63M | 9.57M | +100.00% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0.05% | 2.95M | 84.99M | -19.82K | -0.67% |
| Sep 30, 2025 | TODD ASSET MANAGEMENT LLC | 0.02% | 1.2M | 34.48M | 67.37K | +5.96% |
| Sep 30, 2025 | ALBERTA INVESTMENT MANAGEMENT CORP | 0.01% | 550K | 15.83M | 0 | 0 |
| Sep 30, 2025 | CAPWEALTH ADVISORS, LLC | 0.01% | 552.41K | 15.9M | -14.11K | -2.49% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0.01% | 573.3K | 16.51M | -131.73K | -18.68% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.05% | 2.89M | 75.35M | 212.31K | +7.92% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.05% | 2.74M | 71.42M | 9.54K | +0.35% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.04% | 2.48M | 64.62M | 729.35K | +41.60% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.03% | 2.01M | 52.2M | -52.63K | -2.55% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.03% | 1.86M | 48.38M | 242.75K | +15.02% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.03% | 1.54M | 40.14M | 158.87K | +11.49% |
| Jun 30, 2025 | ASSETMARK, INC | 0.02% | 1.47M | 38.25M | 936.44K | +175.64% |
| Jun 30, 2025 | CITIGROUP INC | 0.02% | 1.11M | 28.77M | -480.71K | -30.31% |
| Jun 30, 2025 | CREATIVE PLANNING | 0.03% | 1.72M | 44.84M | 39.32K | +2.34% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.01% | 719.11K | 18.72M | -8.62K | -1.18% |
| Jun 30, 2025 | ARNHOLD LLC | 0.01% | 718.43K | 18.67M | 0 | 0 |
| Jun 30, 2025 | BANK OF MONTREAL /CAN/ | 0.01% | 705.02K | 18.35M | 152.06K | +27.50% |
| Jun 30, 2025 | SOUTHSTATE CORP | 0.01% | 693.42K | 18.05M | 13.82K | +2.03% |
| Jun 30, 2025 | FISHER ASSET MANAGEMENT, LLC | 1.68% | 101.88M | 2.65B | 16.28M | +19.02% |
| Jun 30, 2025 | PRIMECAP MANAGEMENT CO/CA/ | 1.17% | 70.74M | 1.84B | -23.22M | -24.71% |
| Jun 30, 2025 | CAPITAL INTERNATIONAL INVESTORS | 0.03% | 1.75M | 46.12M | 1.7M | +3,317.50% |
| Jun 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 1M | 26.06M | 1M | +100.00% |
| Jun 30, 2025 | HANDELSBANKEN FONDER AB | 0.02% | 950K | 24.73M | 470K | +97.92% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 945.82K | 24.62M | -48.53K | -4.88% |
| Jun 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 635.64K | 16.55M | 35.73K | +5.96% |
| Jun 30, 2025 | LATHROP INVESTMENT MANAGEMENT CORP | 0.01% | 628.02K | 16.35M | -20.18K | -3.11% |
| Jun 30, 2025 | CAMBIAR INVESTORS LLC | 0.01% | 627.84K | 16.34M | -359.53K | -36.41% |
| Jun 30, 2025 | LMR PARTNERS LLP | 0.01% | 600K | 15.62M | -863.01K | -58.99% |
| Jun 30, 2025 | ALBERTA INVESTMENT MANAGEMENT CORP | 0.01% | 550K | 14.32M | -450K | -45.00% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 676.1K | 17.6M | 53.4K | +8.58% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.01% | 671.62K | 17.48M | 9.46K | +1.43% |
| Jun 30, 2025 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.01% | 665.13K | 17.31M | -61.61K | -8.48% |
| Jun 30, 2025 | THORNBURG INVESTMENT MANAGEMENT INC | 0.01% | 662.84K | 17.25M | 11.43K | +1.75% |
| Jun 30, 2025 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.01% | 640.67K | 16.68M | 429.27K | +203.06% |
| Jun 30, 2025 | QRG CAPITAL MANAGEMENT, INC. | 0.01% | 585.47K | 15.24M | 87.65K | +17.61% |
| Jun 30, 2025 | CAPWEALTH ADVISORS, LLC | 0.01% | 566.52K | 14.75M | 7.09K | +1.27% |
| Jun 30, 2025 | CROSSMARK GLOBAL HOLDINGS, INC. | 0.01% | 530.87K | 13.82M | 815 | +0.15% |
| Jun 30, 2025 | MACKENZIE FINANCIAL CORP | 0.01% | 512.75K | 13.35M | 31.37K | +6.52% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 500.08K | 13.02M | -18.87K | -3.64% |
| Jun 30, 2025 | LAZARD ASSET MANAGEMENT LLC | 0.01% | 476.92K | 12.41M | 44.01K | +10.17% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.25% | 14.87M | 387.04M | -3.79M | -20.32% |
| Jun 30, 2025 | HARDING LOEVNER LP | 0.16% | 9.63M | 250.63M | -199.16K | -2.03% |
| Jun 30, 2025 | FIDUCIARY MANAGEMENT INC /WI/ | 0.14% | 8.33M | 216.74M | -1.53M | -15.49% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.1% | 6.29M | 163.79M | -49.48K | -0.78% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.1% | 6.01M | 156.32M | 753.62K | +14.35% |
| Jun 30, 2025 | FMR LLC | 0.1% | 5.95M | 154.83M | 131.02K | +2.25% |
| Jun 30, 2025 | GABELLI FUNDS LLC | 0.1% | 5.91M | 153.91M | -310.03K | -4.98% |
| Jun 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0.1% | 5.82M | 151.53M | -234.11K | -3.87% |
| Jun 30, 2025 | CLEARBRIDGE INVESTMENTS, LLC | 0.1% | 5.82M | 151.43M | 6.99K | +0.12% |
| Jun 30, 2025 | NATIXIS ADVISORS, L.P. | 0.09% | 5.62M | 146.17M | 3.56M | +172.80% |
| Jun 30, 2025 | CAPITAL WORLD INVESTORS | 0.08% | 4.98M | 129.67M | 15.77K | +0.32% |
| Jun 30, 2025 | SEI INVESTMENTS CO | 0.05% | 2.97M | 77.36M | -8.21K | -0.28% |
| Jun 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.03% | 1.97M | 50.27M | 1.93M | +4,056.60% |
| Jun 30, 2025 | UBS GROUP AG | 0.03% | 1.92M | 50.04M | 834.54K | +76.70% |
| Jun 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.03% | 1.68M | 43.75M | 57.97K | +3.57% |
| Jun 30, 2025 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 0.03% | 1.58M | 41.08M | -22.75K | -1.42% |
| Jun 30, 2025 | CARDINAL CAPITAL MANAGEMENT, INC. | 0.03% | 1.54M | 40M | -58.96K | -3.69% |
| Jun 30, 2025 | PICTET NORTH AMERICA ADVISORS SA | 0.02% | 1.45M | 37.74M | 134.37K | +10.21% |
| Jun 30, 2025 | TODD ASSET MANAGEMENT LLC | 0.02% | 1.13M | 29.42M | -385.64K | -25.44% |
| Jun 30, 2025 | MARTIN INVESTMENT MANAGEMENT, LLC | 0.02% | 1.03M | 26.91M | -71.42K | -6.46% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.02% | 998.99K | 26M | 39.36K | +4.10% |
| Jun 30, 2025 | INVESCO LTD. | 0.02% | 939.08K | 24.44M | -68.19K | -6.77% |
| Jun 30, 2025 | 1832 ASSET MANAGEMENT L.P. | 0.01% | 871.44K | 22.68M | -446.86K | -33.90% |
| Jun 30, 2025 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 843.67K | 21.96M | 193.41K | +29.74% |
| Jun 30, 2025 | CABOT WEALTH MANAGEMENT INC | 0.01% | 840.92K | 21.89M | -7.71K | -0.91% |
| Jun 30, 2025 | MORGAN STANLEY | 0.41% | 25.04M | 651.72B | 3.37M | +15.57% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.27% | 16.55M | 430.82M | -917.48K | -5.25% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.12% | 7.47M | 194.38B | 96.25K | +1.31% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.02% | 1.32M | 34.39B | 1.32M | +100.00% |
| Jun 30, 2025 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.81% | 49.19M | 1.28B | -1.05M | -2.08% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.13% | 7.73M | 201.13M | -118.77K | -1.51% |
| Jun 30, 2025 | FORESIGHT GLOBAL INVESTORS, INC. | 0.01% | 809.89K | 21.08M | -234.74K | -22.47% |
| Jun 30, 2025 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 0.01% | 686.6K | 17.87M | -249.5K | -26.65% |
| Mar 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 994.36K | 25.25M | 994.36K | +100.00% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.09% | 5.25M | 133.34M | -544.62K | -9.40% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.12% | 7.37M | 187.16M | -333.18K | -4.32% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.13% | 7.85M | 199.2M | 257.84K | +3.40% |
| Mar 31, 2025 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 0.03% | 1.6M | 40.65M | -31.97K | -1.96% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 0.05% | 2.73M | 69.42M | -31.03K | -1.12% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.11% | 6.34M | 161.02M | -799.69K | -11.20% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.03% | 2.06M | 52.81M | 1.14M | +124.51% |
| Mar 31, 2025 | WELLINGTON MANAGEMENT GROUP LLP | 0.05% | 3.11M | 78.9M | 3.11M | +100.00% |
| Mar 31, 2025 | CAPITAL WORLD INVESTORS | 0.08% | 4.97M | 126.04M | 977.49K | +24.51% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.29% | 17.47M | 443.52M | -6.34M | -26.62% |
| Mar 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.04% | 2.67M | 67.64M | -417.37K | -13.51% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.31% | 18.66M | 473.81M | -4.77M | -20.35% |
| Mar 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.02% | 1.3M | 32.93M | -2.42M | -65.06% |
| Mar 31, 2025 | CARDINAL CAPITAL MANAGEMENT, INC. | 0.03% | 1.6M | 40.52M | -10.35K | -0.64% |
| Mar 31, 2025 | HARDING LOEVNER LP | 0.16% | 9.83M | 249.58M | -305.02K | -3.01% |
| Mar 31, 2025 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.83% | 50.23M | 1.28B | -2.54M | -4.81% |
| Mar 31, 2025 | FISHER ASSET MANAGEMENT, LLC | 1.42% | 85.6M | 2.17B | 40.18M | +88.46% |
| Mar 31, 2025 | ALBERTA INVESTMENT MANAGEMENT CORP | 0.02% | 1M | 25.39M | 0 | 0 |
| Mar 31, 2025 | INVESCO LTD. | 0.02% | 1.01M | 25.57M | -179.7K | -15.14% |
| Mar 31, 2025 | LMR PARTNERS LLP | 0.02% | 1.46M | 37.15M | -656.75K | -30.98% |
| Mar 31, 2025 | SEI INVESTMENTS CO | 0.05% | 2.98M | 75.67M | -265.33K | -8.18% |
| Mar 31, 2025 | MORGAN STANLEY | 0.36% | 21.66M | 550.07M | -301.82K | -1.37% |
| Mar 31, 2025 | FIDUCIARY MANAGEMENT INC /WI/ | 0.16% | 9.85M | 250.17M | -467.44K | -4.53% |
| Mar 31, 2025 | MONDRIAN INVESTMENT PARTNERS LTD | 0.16% | 9.85M | 246.37M | -283.16K | -2.79% |
| Mar 31, 2025 | PRIMECAP MANAGEMENT CO/CA/ | 1.56% | 93.96M | 2.39B | -8.04M | -7.88% |
| Mar 31, 2025 | TODD ASSET MANAGEMENT LLC | 0.03% | 1.52M | 38.49M | 563.8K | +59.22% |
| Mar 31, 2025 | MARTIN INVESTMENT MANAGEMENT, LLC | 0.02% | 1.11M | 28.06M | 33.42K | +3.12% |
| Mar 31, 2025 | FORESIGHT GLOBAL INVESTORS, INC. | 0.02% | 1.04M | 26.52M | -74.54K | -6.66% |
| Mar 31, 2025 | UBS GROUP AG | 0.02% | 1.09M | 27.62M | -1.14M | -51.08% |
| Mar 31, 2025 | PICTET NORTH AMERICA ADVISORS SA | 0.02% | 1.32M | 33.4M | 258.13K | +24.41% |
| Mar 31, 2025 | 1832 ASSET MANAGEMENT L.P. | 0.02% | 1.32M | 33.47M | 1.15M | +702.43% |
| Mar 31, 2025 | CITIGROUP INC | 0.03% | 1.59M | 40.27M | -199.92K | -11.19% |
| Mar 31, 2025 | CLEARBRIDGE INVESTMENTS, LLC | 0.1% | 5.81M | 147.53M | -119.53K | -2.02% |
| Mar 31, 2025 | FMR LLC | 0.1% | 5.82M | 147.69M | 205.23K | +3.66% |
| Mar 31, 2025 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.01% | 726.74K | 18.45M | -76.08K | -9.48% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.01% | 727.73K | 18.48M | -17.75K | -2.38% |
| Mar 31, 2025 | CABOT WEALTH MANAGEMENT INC | 0.01% | 848.63K | 21.55M | -4.29K | -0.50% |
| Mar 31, 2025 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 0.02% | 936.1K | 23.77M | 353.7K | +60.73% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.02% | 1.38M | 35.12M | 39.64K | +2.95% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.04% | 2.68M | 68.1M | -211.34K | -7.30% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.03% | 1.62M | 41.02M | 123.64K | +8.29% |
| Mar 31, 2025 | CREATIVE PLANNING | 0.03% | 1.68M | 42.74M | 92.4K | +5.81% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.03% | 1.75M | 44.51M | 6.3K | +0.36% |
| Mar 31, 2025 | NATIXIS ADVISORS, L.P. | 0.03% | 2.06M | 52.26M | -148.51K | -6.73% |
| Mar 31, 2025 | GAMCO INVESTORS, INC. ET AL | 0.1% | 6.06M | 153.74M | -268.88K | -4.25% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.02% | 959.63K | 24.36M | -127.67K | -11.74% |
| Mar 31, 2025 | CAMBIAR INVESTORS LLC | 0.02% | 987.38K | 25.07M | -71.86K | -6.78% |
| Mar 31, 2025 | GABELLI FUNDS LLC | 0.1% | 6.22M | 157.99M | -146.9K | -2.31% |
| Mar 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.03% | 1.62M | 34.6M | 92.48K | +6.04% |
| Mar 31, 2024 | GAMCO INVESTORS, INC. ET AL | 0.11% | 1.41M | 120.52M | -48.16K | -3.31% |
| Mar 31, 2024 | CLEARBRIDGE INVESTMENTS, LLC | 0.13% | 1.62M | 138.64M | 18.49K | +1.16% |
| Mar 31, 2024 | FMR LLC | 0.15% | 1.89M | 162.07M | 23.85K | +1.28% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.38% | 4.63M | 397.33M | -117.14K | -2.47% |
| Mar 31, 2024 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.87% | 10.7M | 917.27M | -207.8K | -1.91% |
| Mar 31, 2024 | BLACKROCK INC. | 0.35% | 4.27M | 366.33M | -194.53K | -4.35% |
| Mar 31, 2024 | FISHER ASSET MANAGEMENT, LLC | 0.56% | 6.82M | 584.44M | 457.75K | +7.20% |
| Mar 31, 2024 | PRIMECAP MANAGEMENT CO/CA/ | 1.77% | 21.75M | 1.86B | -428.06K | -1.93% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.02% | 222.6K | 19.1M | -197K | -46.95% |
| Mar 31, 2024 | TODD ASSET MANAGEMENT LLC | 0.02% | 232.8K | 19.96M | 17.85K | +8.30% |
| Mar 31, 2024 | MORGAN STANLEY | 0.37% | 4.54M | 389.56M | 137.08K | +3.11% |
| Mar 31, 2024 | INVESCO LTD. | 0.02% | 252.84K | 21.68M | -91.89K | -26.65% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.11% | 1.37M | 117.56M | 26.3K | +1.96% |
| Mar 31, 2024 | GABELLI FUNDS LLC | 0.11% | 1.37M | 117.34M | -76.1K | -5.27% |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0.01% | 136.7K | 11.71M | 98.51K | +258.00% |
| Mar 31, 2024 | LATHROP INVESTMENT MANAGEMENT CORP | 0.01% | 137.82K | 11.82M | 367 | +0.27% |
| Mar 31, 2024 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.01% | 139.14K | 11.93M | -23.23K | -14.31% |
| Mar 31, 2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.01% | 142.51K | 12.22M | 29.4K | +25.99% |
| Mar 31, 2024 | SOUTHSTATE CORP | 0.01% | 142.89K | 12.25M | 4.26K | +3.07% |
| Mar 31, 2024 | UBS GROUP AG | 0.01% | 145.2K | 12.45M | -54.4K | -27.25% |
| Mar 31, 2024 | BEAUMONT FINANCIAL ADVISORS, LLC | 0.01% | 148.46K | 12.73M | 16.22K | +12.26% |
| Mar 31, 2024 | CAMBIAR INVESTORS LLC | 0.01% | 157.91K | 13.54M | -13.9K | -8.09% |
| Mar 31, 2024 | ARNHOLD LLC | 0.01% | 158.61K | 13.6M | -2.21K | -1.38% |
| Mar 31, 2024 | NEUBERGER BERMAN GROUP LLC | 0.01% | 161.8K | 13.89M | -47.34K | -22.64% |
| Mar 31, 2024 | CABOT WEALTH MANAGEMENT INC | 0.01% | 163.08K | 13.98M | 541 | +0.33% |
| Mar 31, 2024 | THORNBURG INVESTMENT MANAGEMENT INC | 0.01% | 169.5K | 14.5M | 12.22K | +7.77% |
| Mar 31, 2024 | NIXON CAPITAL, LLC | 0.02% | 199.12K | 17.07M | 6.38K | +3.31% |
| Mar 31, 2024 | MANNING & NAPIER GROUP, LLC | 0.02% | 200.11K | 17.16M | -6.74K | -3.26% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.02% | 200.9K | 17.23M | -14.3K | -6.65% |
| Mar 31, 2024 | WALLEYE CAPITAL LLC | 0.02% | 200.4K | 17.18M | -12.5K | -5.87% |
| Mar 31, 2024 | MARTIN INVESTMENT MANAGEMENT, LLC | 0.02% | 213.62K | 18.32M | 11.47K | +5.67% |
| Mar 31, 2024 | PICTET NORTH AMERICA ADVISORS SA | 0.02% | 218.13K | 18.7M | 218.13K | +100.00% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.02% | 219.04K | 18.78M | -19.51K | -8.18% |
| Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 0.02% | 236.78K | 20.3M | 29.03K | +13.97% |
| Mar 31, 2024 | FORESIGHT GLOBAL INVESTORS, INC. | 0.02% | 241.32K | 20.69M | 48.17K | +24.94% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.02% | 245.58K | 21.06M | -72.59K | -22.81% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.02% | 251.19K | 21.54M | -105.66K | -29.61% |
| Mar 31, 2024 | ALBERTA INVESTMENT MANAGEMENT CORP | 0.02% | 255.76K | 21.93M | 55.76K | +27.88% |
| Mar 31, 2024 | ATWOOD & PALMER INC | 0.02% | 258.62K | 22.17M | 2.24K | +0.87% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.02% | 268.37K | 23.01M | -1.75K | -0.65% |
| Mar 31, 2024 | CREATIVE PLANNING | 0.02% | 277.24K | 23.77M | -947 | -0.34% |
| Mar 31, 2024 | HARDING LOEVNER LP | 0.02% | 278.94K | 23.92M | -2M | -87.77% |
| Mar 31, 2024 | CARDINAL CAPITAL MANAGEMENT, INC. | 0.02% | 297.85K | 25.54M | 995 | +0.34% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.02% | 299.31K | 25.66M | -11.14K | -3.59% |
| Mar 31, 2024 | NATIXIS ADVISORS, L.P. | 0.02% | 304.86K | 26.14M | -10.82K | -3.43% |
| Mar 31, 2024 | CIBC PRIVATE WEALTH GROUP, LLC | 0.03% | 305.99K | 26.37M | -114.98K | -27.31% |
| Mar 31, 2024 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 0.03% | 328.06K | 28.13M | -15.84K | -4.60% |
| Mar 31, 2024 | CITIGROUP INC | 0.03% | 329.59K | 28.26M | 30.87K | +10.33% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.03% | 404.1K | 34.65M | 404.1K | +100.00% |
| Mar 31, 2024 | MACQUARIE GROUP LTD | 0.04% | 467.92K | 40.12M | -58.3K | -11.08% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.04% | 501K | 42.96M | 501K | +100.00% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | 257.5K | 22.08M | 99.2K | +62.67% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 0.04% | 548.5K | 47.03M | 929 | +0.17% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.05% | 565.13K | 48.45M | 32.8K | +6.16% |
| Mar 31, 2024 | SEI INVESTMENTS CO | 0.05% | 590.71K | 50.65M | 26.58K | +4.71% |
| Mar 31, 2024 | THRIVENT FINANCIAL FOR LUTHERANS | 0.07% | 916.81K | 78.61M | 44.41K | +5.09% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.08% | 1.04M | 88.91M | -18.16K | -1.72% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.1% | 1.26M | 108.05M | 7.87K | +0.63% |
| Mar 31, 2024 | MONDRIAN INVESTMENT PARTNERS LTD | 0.21% | 2.56M | 220.03M | 774.5K | +43.41% |
| Mar 31, 2024 | FIDUCIARY MANAGEMENT INC /WI/ | 0.24% | 2.93M | 251.31M | -169.88K | -5.48% |
| Dec 31, 2023 | BLACKROCK INC. | 0.36% | 4.47M | 422.99M | 459.04K | +11.45% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.39% | 4.75M | 449.89M | 123.65K | +2.67% |
| Dec 31, 2023 | FISHER ASSET MANAGEMENT, LLC | 0.52% | 6.36M | 602.11M | 341.57K | +5.68% |
| Dec 31, 2023 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.88% | 10.91M | 1.03B | -554.32K | -4.84% |
| Dec 31, 2023 | PRIMECAP MANAGEMENT CO/CA/ | 1.8% | 22.17M | 2.1B | -500.77K | -2.21% |
| Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 0.02% | 207.75K | 19.67M | 14.56K | +7.53% |
| Dec 31, 2023 | NEUBERGER BERMAN GROUP LLC | 0.02% | 209.14K | 19.8M | 49.4K | +30.93% |
| Dec 31, 2023 | WALLEYE CAPITAL LLC | 0.02% | 212.9K | 20.16M | 131.3K | +160.91% |
| Dec 31, 2023 | TODD ASSET MANAGEMENT LLC | 0.02% | 214.95K | 20.35M | -4.08K | -1.86% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.02% | 215.2K | 20.38M | 13.8K | +6.85% |
| Dec 31, 2023 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.02% | 217.38K | 20.58M | 15K | +7.41% |
| Dec 31, 2023 | BANK OF MONTREAL /CAN/ | 0.02% | 219.02K | 20.75M | 81.72K | +59.52% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.02% | 238.56K | 22.59M | 21.68K | +10.00% |
| Dec 31, 2023 | ATWOOD & PALMER INC | 0.02% | 256.38K | 24.28M | -112 | -0.04% |
| Dec 31, 2023 | MILLENNIUM MANAGEMENT LLC | 0.02% | 269.43K | 25.51M | 3.1K | +1.17% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.02% | 270.12K | 25.58M | 12.49K | +4.85% |
| Dec 31, 2023 | CREATIVE PLANNING | 0.02% | 278.18K | 26.34M | 18.33K | +7.05% |
| Dec 31, 2023 | CARDINAL CAPITAL MANAGEMENT, INC. | 0.02% | 296.86K | 28.11M | -2.56K | -0.86% |
| Dec 31, 2023 | CITIGROUP INC | 0.02% | 298.72K | 28.29M | -5.45K | -1.79% |
| Dec 31, 2023 | BOWEN HANES & CO INC | 0.02% | 302.14K | 28.61M | -113.56K | -27.32% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.03% | 310.44K | 29.4M | 10.3K | +3.43% |
| Dec 31, 2023 | NATIXIS ADVISORS, L.P. | 0.03% | 315.68K | 29.89M | 137.96K | +77.63% |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.03% | 318.17K | 30.13M | 18.77K | +6.27% |
| Dec 31, 2023 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | 0.03% | 343.9K | 32.56M | -10.88K | -3.07% |
| Dec 31, 2023 | INVESCO LTD. | 0.03% | 344.73K | 32.64M | -1.73K | -0.50% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.03% | 356.85K | 33.79M | -22.01K | -5.81% |
| Dec 31, 2023 | POLAR ASSET MANAGEMENT PARTNERS INC. | 0.03% | 368.9K | 34.93M | 13.4K | +3.77% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.03% | 419.61K | 39.95M | 5.48K | +1.32% |
| Dec 31, 2023 | CIBC PRIVATE WEALTH GROUP, LLC | 0.03% | 420.97K | 39.91M | 118.51K | +39.18% |
| Dec 31, 2023 | AVALA GLOBAL LP | 0.03% | 429.04K | 40.63M | -358.91K | -45.55% |
| Dec 31, 2023 | MACQUARIE GROUP LTD | 0.04% | 526.22K | 49.83M | -258.85K | -32.97% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.04% | 532.33K | 50.41M | 23.72K | +4.66% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 0.04% | 547.57K | 51.85M | 2.35K | +0.43% |
| Dec 31, 2023 | SEI INVESTMENTS CO | 0.05% | 564.13K | 53.42M | 37.27K | +7.07% |
| Dec 31, 2023 | ATREIDES MANAGEMENT, LP | 0.06% | 741.48K | 70.21M | 741.48K | +100.00% |
| Dec 31, 2023 | THRIVENT FINANCIAL FOR LUTHERANS | 0.07% | 872.4K | 82.61M | -12.92K | -1.46% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.09% | 1.06M | 99.92M | 175.93K | +20.01% |
| Dec 31, 2023 | MENORA MIVTACHIM HOLDINGS LTD. | 0.09% | 1.11M | 104.92M | -4K | -0.36% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.1% | 1.25M | 118.59M | 39.05K | +3.22% |
| Dec 31, 2023 | AGF MANAGEMENT LTD | 0.1% | 1.27M | 120.64M | -9.39K | -0.73% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.1% | 1.28M | 121.27M | -6.07K | -0.47% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.11% | 1.34M | 127.34M | 277.54K | +26.00% |
| Dec 31, 2023 | GABELLI FUNDS LLC | 0.12% | 1.44M | 136.79M | -36.35K | -2.45% |
| Dec 31, 2023 | GAMCO INVESTORS, INC. ET AL | 0.12% | 1.45M | 137.66M | -58.98K | -3.90% |
| Dec 31, 2023 | CLEARBRIDGE INVESTMENTS, LLC | 0.13% | 1.6M | 151.36M | -30K | -1.84% |
| Dec 31, 2023 | MONDRIAN INVESTMENT PARTNERS LTD | 0.14% | 1.78M | 168.93M | 971.02K | +119.44% |
| Dec 31, 2023 | FMR LLC | 0.15% | 1.87M | 176.73M | 153.39K | +8.95% |
| Dec 31, 2023 | HARDING LOEVNER LP | 0.18% | 2.28M | 219.42M | 2.18M | +2,206.61% |
| Dec 31, 2023 | FIDUCIARY MANAGEMENT INC /WI/ | 0.25% | 3.1M | 293.63M | -200K | -6.06% |
| Dec 31, 2023 | MORGAN STANLEY | 0.36% | 4.41M | 417.25M | 224.59K | +5.37% |
Among the SONY insiders holding of 0% of the stake in company, YOSHIDA KENICHIRO, director, holds the largest shares of 661.62K. TOTOKI HIROKI, President and CEO, is the second largest SONY insider with ownership of 173.25K shares. MITOMO TOSHIMOTO, Chief Strategy Officer (CSO), stands third with possession of 115.7K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| YOSHIDA KENICHIRO | director | 661.62K |
| TOTOKI HIROKI | President and CEO | 173.25K |
| MITOMO TOSHIMOTO | Chief Strategy Officer (CSO) | 115.7K |
| PLATT JONATHAN JOSE | See Remarks | 83.33K |
| AHUJA RAVI | See Remarks | 58.79K |
| KODERA TSUYOSHI | Chief Digital Officer (CDO) | 27.55K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jul 06, 2026 | PLATT JONATHAN JOSE | SALE | 21.08 | 16.51K | 348.07K | 83.33K |
| Jul 06, 2026 | AHUJA RAVI | SALE | 21.08 | 36.83K | 776.29K | 58.79K |
| Jul 03, 2026 | MITOMO TOSHIMOTO | SALE | 21.02 | 25K | 525.5K | 115.7K |
| Jul 03, 2026 | TOTOKI HIROKI | SALE | 21.02 | 225K | 4.73M | 173.25K |
| Jun 17, 2026 | KODERA TSUYOSHI | SALE | 20.54 | 51K | 1.05M | 27.55K |
| May 18, 2026 | KODERA TSUYOSHI | SALE | 22.61 | 17.5K | 395.68K | 27.55K |
| May 18, 2026 | YOSHIDA KENICHIRO | SALE | 22.61 | 400K | 9.04M | 661.62K |