Sony Financial Group Inc./ADR - COM (SFGYY)

CUSIP: 83571B100

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / COM
Total 13F shares
929,328
Share change
-7,824,878
Total reported value
$4,859,888
Price per share
$5.23
Number of holders
32
Value change
-$41,478,175
Number of buys
28
Number of sells
6

Quarterly Holders Quick Answers

What is CUSIP 83571B100?
CUSIP 83571B100 identifies SFGYY - Sony Financial Group Inc./ADR - COM in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of SFGYY - Sony Financial Group Inc./ADR - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Aristotle Capital Management, LLC
13F
Company
class O/S missing
7,145,306
$39,669,117 30 Sep 2025
13F
FIDUCIARY MANAGEMENT INC /WI/
13F
Company
class O/S missing
1,202,716
$6,675,074 30 Sep 2025
13F
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
13F
Company
class O/S missing
148,740
$1,026,000 30 Sep 2025
13F
Henry James International Management Inc.
13F
Company
class O/S missing
87,901
$325,234 30 Sep 2025
13F
HANCOCK WHITNEY CORP
13F
Company
class O/S missing
8,763
$255,006 30 Sep 2025
13F
SIT INVESTMENT ASSOCIATES INC
13F
Company
class O/S missing
52,450
$194,000 30 Sep 2025
13F
LATHROP INVESTMENT MANAGEMENT CO
13F
Company
class O/S missing
116,629
$1,000 30 Sep 2025
13F
PARADIGM ASSET MANAGEMENT CO LLC
13F
Company
class O/S missing
300
$825 30 Sep 2025
13F
KERR FINANCIAL PLANNING Corp
13F
Company
class O/S missing
89
$430 30 Sep 2025
13F
Steigerwald, Gordon & Koch Inc.
13F
Company
class O/S missing
75
$1 30 Sep 2025
13F

Institutional Holders of Sony Financial Group Inc./ADR - COM (SFGYY) as of Q4 2025

As of 31 Dec 2025, Sony Financial Group Inc./ADR - COM (SFGYY) was held by 32 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 929,328 shares. The largest 10 holders included Aristotle Capital Management, LLC, Madison Asset Management, LLC, Henry James International Management Inc., LATHROP INVESTMENT MANAGEMENT CO, Generali Investments CEE, investicni spolecnost, a.s., RHUMBLINE ADVISERS, FCA CORP /TX, YOUSIF CAPITAL MANAGEMENT, LLC, Sterling Capital Management LLC, and PNC Financial Services Group, Inc.. This page lists 32 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
9
Q4 2025 holders
32
Holder diff
23
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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