- 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.
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Open the full security ownership history page.
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- Latest 13F filings for newly reported positions across managers.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 83571B100:
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 | |
| FIDUCIARY MANAGEMENT INC /WI/ |
13F
|
Company |
—
class O/S missing
|
1,202,716
|
$6,675,074 | — | 30 Sep 2025 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
—
class O/S missing
|
148,740
|
$1,026,000 | — | 30 Sep 2025 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
87,901
|
$325,234 | — | 30 Sep 2025 | |
| HANCOCK WHITNEY CORP |
13F
|
Company |
—
class O/S missing
|
8,763
|
$255,006 | — | 30 Sep 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
52,450
|
$194,000 | — | 30 Sep 2025 | |
| LATHROP INVESTMENT MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
116,629
|
$1,000 | — | 30 Sep 2025 | |
| PARADIGM ASSET MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
300
|
$825 | — | 30 Sep 2025 | |
| KERR FINANCIAL PLANNING Corp |
13F
|
Company |
—
class O/S missing
|
89
|
$430 | — | 30 Sep 2025 | |
| Steigerwald, Gordon & Koch Inc. |
13F
|
Company |
—
class O/S missing
|
75
|
$1 | — | 30 Sep 2025 |
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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.