SFGYY · Sony Financial Group Inc. · Shareholders & Ownership
Market Cap
$6.08B
Shares
1.34B
Volume · Oct 23
147.85K
Avg daily vol (3M)
78.25K
Every disclosed holder of SFGYY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SFGYY
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 487,966 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 7,024,143 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SFGYY
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
VANGUARD PRIMECAP FUND
Fund
S000002568 · Registered fund · Jun 30, 2026
VANGUARD CHESTER FUNDS, not summed
|
3,643,440 | ||
| 2 |
VANGUARD CAPITAL OPPORTUNITY FUND
Fund
S000002594 · Registered fund · Jun 30, 2026
VANGUARD HORIZON FUNDS, not summed
|
728,795 | ||
| 3 |
VANGUARD PRIMECAP CORE FUND
Fund
S000002581 · Registered fund · Jun 30, 2026
VANGUARD FENWAY FUNDS, not summed
|
716,276 | ||
| 4 |
Madison Asset Management, LLC
13F
CIK 1299351 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
355,678 | ||
| 5 |
PRIMECAP Odyssey Aggressive Growth Fund
Fund
S000005541 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
351,370 | ||
| 6 |
Avantis International Equity ETF
Fund
S000066456 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
338,004 | ||
| 7 |
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
Fund
S000000983 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
274,721 | ||
| 8 |
PRIMECAP Odyssey Growth Fund
Fund
S000005540 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
200,617 | ||
| 9 |
PRIMECAP Odyssey Stock Fund
Fund
S000005539 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
181,259 | ||
| 10 |
Henry James International Management Inc.
13F
CIK 1750423 · Registered investment adviser · Sep 30, 2026
|
86,512 | ||
| 11 |
Avantis International Large Cap Value ETF
Fund
S000072997 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
69,994 | ||
| 12 |
Gabelli Global Small & Mid Cap Value Trust
Fund
· Registered fund · Jun 30, 2026
Gabelli Global Small & Mid Cap Value Trust, not summed
|
35,600 | ||
| 12.1 |
Gabelli Dividend & Income Trust
Fund
· Registered fund · Jun 30, 2026
Gabelli Dividend & Income Trust, not summed
|
197,388 | ||
| 12.2 |
Gabelli Multimedia Trust Inc.
Fund
· Registered fund · Jun 30, 2026
Gabelli Multimedia Trust Inc., not summed
|
65,000 | ||
| 12.3 |
Gabelli Equity Trust Inc
Fund
· Registered fund · Jun 30, 2026
Gabelli Equity Trust Inc, not summed
|
12,249 | ||
| 13 |
International Vector Equity Portfolio
Fund
S000022895 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
31,527 | ||
| 14 |
Dimensional World ex. U.S. Core Equity 2 ETF
Fund
S000070905 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
30,234 | ||
| 15 |
DELTA CAPITAL MANAGEMENT LLC
13F
CIK 893738 · Registered investment adviser · Sep 30, 2026
|
28,170 | ||
| 16 |
Dimensional International High Profitability ETF
Fund
S000075155 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
24,567 | ||
| 17 |
The Gabelli Global Rising Income and Dividend Fund
Fund
S000001064 · Registered fund · Jun 30, 2026
GAMCO Global Series Funds, Inc, not summed
|
22,800 | ||
| 18 |
PRAXIS INTERNATIONAL INDEX FUND
Fund
S000030941 · Registered fund · Jun 30, 2026
Praxis Mutual Funds, not summed
|
20,338 | ||
| 19 |
1290 VT GAMCO Mergers & Acquisitions Portfolio
Fund
S000009150 · Registered fund · Jun 30, 2026
EQ Advisors Trust, not summed
|
15,000 | ||
| 20 |
GAMMA Investing LLC
13F
CIK 2010235 · Registered investment adviser · Sep 30, 2026
|
12,374 | ||
| 21 |
Avantis Responsible International Equity ETF
Fund
S000075382 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
10,639 | ||
| 22 |
World ex U.S. Core Equity Portfolio
Fund
S000039915 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
9,299 | ||
| 23 |
Dimensional International Core Equity 2 ETF
Fund
S000075152 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
7,800 | ||
| 24 |
Dimensional International Core Equity Market ETF
Fund
S000069433 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
6,400 | ||
| 25 |
Avantis International Equity Fund
Fund
S000066463 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
5,769 | ||
| 26 |
International Large Cap Growth Portfolio
Fund
S000039440 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
5,585 | ||
| 27 |
The Gabelli Asset Fund
Fund
S000001087 · Registered fund · Jun 30, 2026
Gabelli Asset Fund, not summed
|
5,000 | ||
| 28 |
COMMONWEALTH GLOBAL FUND
Fund
S000004493 · Registered fund · Jul 31, 2026
Commonwealth International Series Trust, not summed
|
4,000 | ||
| 29 |
Saturna Sustainable Equity Fund
Fund
S000048619 · Registered fund · Feb 28, 2026
SATURNA INVESTMENT TRUST, not summed
|
4,000 | ||
| 30 |
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND
Fund
S000068289 · Registered fund · May 31, 2026
Ultimus Managers Trust, not summed
|
3,712 | ||
| 31 |
Gabelli SRI Fund, Inc.
Fund
S000017367 · Registered fund · Jun 30, 2026
Gabelli SRI Fund, Inc., not summed
|
2,600 | ||
| 32 |
Generali Investments CEE, investicni spolecnost, a.s.
13F
CIK 2047540 · Unknown · Sep 30, 2026
|
2,150 | ||
| 33 |
RHUMBLINE ADVISERS
13F
CIK 1115418 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,273 | ||
| 34 |
OGOREK ANTHONY JOSEPH /NY/ /ADV
13F
CIK 714364 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
479 | ||
| 35 |
Sterling Capital Management LLC
13F
CIK 1329883 · Registered investment adviser · Sep 30, 2026
|
290 | ||
| 36 |
Ancora Advisors LLC
13F
CIK 1446114 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
287 | ||
| 37 |
General Partner, Inc.
13F
CIK 1800508 · Registered investment adviser · Sep 30, 2026
|
249 | ||
| 38 |
Reynolds Blue Chip Growth Fund
Fund
S000000865 · Registered fund · Jun 30, 2026
Reynolds Funds Inc, not summed
|
160 | ||
| 39 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
13F
CIK 319933 · Unknown · Sep 30, 2026
|
139 | ||
| 40 |
Salomon & Ludwin, LLC
13F
CIK 1766156 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
113 | ||
| 41 |
Archer Investment Corp
13F
CIK 1803804 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
57 | ||
| 42 |
WELLINGTON-ALTUS USA INC.
13F
CIK 1760398 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52 | ||
| 43 |
Ascentis Wealth Management, LLC
13F
CIK 2032602 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44 | ||
| 44 |
Coston, McIsaac & Partners
13F
CIK 1945037 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38 | ||
| 45 |
Heritage Wealth Advisors
13F
CIK 1591122 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18 | ||
| 46 |
Byrne Asset Management LLC
13F
CIK 1911322 · Unknown · Sep 30, 2026
|
16 | ||
| 47 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
13F
CIK 1121477 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10 | ||
| 48 |
Winch Advisory Services, LLC
13F
CIK 1585822 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8 | ||
| 49 |
First Command Advisory Services, Inc.
13F
CIK 1727336 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7 | ||
| 50 |
Strengthening Families & Communities, LLC
13F
CIK 1921196 · Registered investment adviser · Sep 30, 2026
|
2 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 54 holders
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