Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q2 2026 (June 30)462holders +18
61new positions
43sold out
4famous investors
$23.60avg. 13F price*
At the end of Q2 2026, 462 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 18 from Q1 2026. 61 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($592.2M), FMR LLC ($328.6M) and Goldman Sachs Group Inc. ($255.0M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Sumitomo Mitsui-Spons ADR
- CUSIP
- 86562M209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $28.8M |
| Exits | 43 | $46.2M |
All 13F filers, Q1 2026 → Q2 2026: 15,621,486 shares bought and 5,311,238 shares sold, net +10,310,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| Morgan Stanley | 0.03% | Add +9.4% | 25,112,524 | $592.2M |
| FMR LLC | 0.01% | Add +10.9% | 13,937,223 | $328.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.0% | 10,814,662 | $255.0M |
| BlackRock, Inc. | 0.00% | Add +2.3% | 7,854,802 | $185.2M |
| Fisher Asset Management | 0.04% | Add +96.8% | 6,291,379 | $148.4M |
| Northern Trust Corp. | 0.02% | Reduce -0.5% | 6,158,454 | $145.2M |
| Clark Capital Management Group, Inc. | 0.49% | Add +1.3% | 3,831,212 | $90.3M |
| American Century Companies Inc. | 0.04% | Add +16.1% | 3,493,982 | $82.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.6% | 3,139,702 | $74.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.8% | 2,263,530 | $53.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 2,146,202 | $50.6M |
| Quantinno Capital Management LP | 0.06% | Add +32.7% | 2,143,555 | $50.5M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 1,781,736 | $42.0M |
| Ferguson Wellman Capital Management, Inc. | 0.49% | Reduce -0.1% | 1,709,700 | $40.3M |
| Capital Wealth Planning, LLC | 0.20% | Add +27.1% | 1,659,962 | $39.1M |
| JPMorgan Chase & Co. | 0.00% | Add +66.2% | 1,525,928 | $36.2M |
| Causeway Capital Management LLC | 0.36% | Add +9.9% | 1,392,610 | $32.8M |
| AQR Capital Management | 0.01% | Add +58.6% | 1,340,654 | $31.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.2% | 1,244,470 | $29.3M |
| Renaissance Technologies | 0.03% | Reduce -41.5% | 1,023,572 | $24.1M |
| Massachusetts Financial Services Co. | 0.01% | Add +19.6% | 1,022,557 | $24.1M |
| Creative Planning | 0.01% | Add +15.6% | 883,657 | $20.8M |
| Natixis Advisors, LLC | 0.02% | Add +16.1% | 812,854 | $19.2M |
| Calamos Advisors LLC | 0.10% | Add +333.3% | 802,736 | $18.9M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +6.9% | 791,559 | $18.7M |
| Bank of New York Mellon Corp | 0.00% | Add +5.6% | 781,157 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +201.4% | 765,357 | $18.0M |
| UBS Group AG | 0.00% | Add +15.5% | 733,542 | $17.3M |
| Anderson Hoagland & Co. | 1.33% | Reduce -1.1% | 717,018 | $16.9M |
| CCM Investment Advisers LLC | 1.24% | Add +121.6% | 677,598 | $16.0M |
| Invesco Ltd. | 0.00% | Add +0.8% | 628,286 | $14.8M |
| Pathstone Holdings, LLC | 0.04% | Add +1.1% | 597,092 | $14.1M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 570,629 | $13.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -6.1% | 540,271 | $13.0M |
| LPL Financial LLC | 0.00% | Add +6.7% | 500,370 | $11.8M |
| Cerity Partners LLC | 0.01% | Add +4.1% | 493,964 | $11.6M |
| Bank of Montreal | 0.00% | Add +1100.9% | 486,147 | $11.5M |
| Mariner, LLC | 0.01% | Add +10.0% | 478,697 | $11.3M |
| Crossmark Global Holdings, Inc. | 0.15% | Add +0.4% | 476,543 | $11.2M |
| Boston Partners | 0.01% | Add +7.1% | 468,247 | $11.1M |
| Ethic Inc. | 0.14% | Add +14.9% | 461,574 | $10.9M |
| Westfield Capital Management Co. LP | 0.04% | Reduce -0.2% | 456,612 | $10.8M |
| Raymond James Financial Inc. | 0.00% | Add +12.0% | 450,625 | $10.6M |
| Ramirez Asset Management, Inc. | 1.10% | Add +10.9% | 446,780 | $10.5M |
| Sei Investments Co. | 0.01% | Add +1.8% | 439,633 | $10.4M |
| Cibc World Market Inc. | 0.02% | Reduce -3.5% | 437,164 | $10.3M |
| Federated Hermes, Inc. | 0.01% | Add +0.5% | 414,866 | $9.8M |
| QRG Capital Management, Inc. | 0.08% | Add +18.3% | 408,740 | $9.6M |
| &partners | 0.04% | Reduce -0.1% | 366,043 | $8.6M |
| Moran Wealth Management, LLC | 0.22% | Reduce -16.8% | 336,966 | $7.9M |
| US Bancorp \de | 0.01% | Add +1.4% | 329,155 | $7.8M |
| Allianz SE | 0.08% | Add +46.4% | 324,970 | $7.7M |
| Eagle Global Advisors LLC | 0.25% | Add +8.8% | 320,000 | $7.5M |
| Assetmark, Inc. | 0.01% | Add +28.8% | 317,252 | $7.5M |
| Cetera Investment Advisers | 0.01% | Add +1.3% | 288,600 | $6.8M |
| Quadrant Capital Group LLC | 0.18% | Reduce -0.1% | 280,724 | $6.6M |
| Callan Family Office, LLC | 0.12% | Add +4.1% | 266,254 | $6.3M |
| Augustine Asset Management Inc. | 1.25% | Reduce -0.7% | 262,517 | $6.2M |
| Vident Advisory, LLC | 0.05% | Add +0.1% | 260,095 | $6.1M |
| MML Investors Services, LLC | 0.01% | Add +33.4% | 258,736 | $6.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +160.2% | 252,927 | $6.0M |
| Gradient Investments LLC | 0.08% | Add +6.2% | 251,341 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +6.1% | 249,596 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.9% | 249,369 | $5.9M |
| Vise Technologies, Inc. | 0.07% | Add +18.9% | 248,161 | $5.9M |
| Citigroup Inc. | 0.00% | Add +6.0% | 242,046 | $5.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +23.4% | 238,293 | $5.6M |
| Signaturefd, LLC | 0.07% | Add +4.8% | 235,552 | $5.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Reduce -1.5% | 231,955 | $5.5M |
| Factory Mutual Insurance Co. | 0.05% | No change | 230,432 | $5.4M |
| Gilman Hill Asset Management, LLC | 0.69% | Add +2.3% | 211,570 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 211,424 | $5.0M |
| Calamos Wealth Management LLC | 0.15% | Add +11.4% | 206,378 | $4.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +1.9% | 204,401 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -32.5% | 196,100 | $4.6M |
| First Trust Advisors LP | 0.00% | Reduce -2.8% | 188,474 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +67.0% | 173,711 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.1% | 175,094 | $4.1M |
| Naviter Wealth, LLC | 0.37% | Add +27.1% | 172,721 | $4.1M |
| Park Avenue Securities LLC | 0.02% | New | 165,726 | $3.9M |
| Lee Johnson Capital Management, LLC | 1.21% | New | 163,993 | $3.9M |
| Susquehanna International Group, LLP | 0.00% | Add +1095.2% | 163,083 | $3.8M |
| Ieq Capital, LLC | 0.02% | Add +11.7% | 162,467 | $3.8M |
| Neuberger Berman Group LLC | 0.00% | Add +12.1% | 159,544 | $3.8M |
| DJE Kapital AG | 0.07% | Reduce -6.4% | 94,049 | $3.7M |
| Nuveen, LLC | 0.00% | New | 155,052 | $3.7M |
| Caprock Group, LLC | 0.07% | Add +1.7% | 149,157 | $3.6M |
| Evergreen Capital Management LLC | 0.06% | Add +37.9% | 148,899 | $3.5M |
| Barometer Capital Management Inc. | 0.94% | Add +13.2% | 143,600 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Add +1.5% | 141,675 | $3.3M |
| Ritholtz Wealth Management | 0.05% | Add +2.4% | 139,625 | $3.3M |
| Parr McKnight Wealth Management Group, LLC | 0.39% | Add +0.5% | 138,754 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -5.0% | 137,775 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 134,555 | $3.2M |
| Greenleaf Trust | 0.03% | Reduce -3.4% | 131,754 | $3.1M |
| Diversify Advisory Services, LLC | 0.05% | New | 116,391 | $3.1M |
| Diversify Wealth Management, LLC | 0.05% | Reduce -2.4% | 116,391 | $3.1M |
| BTC Capital Management, Inc. | 0.18% | Add +4.2% | 127,667 | $3.0M |
| Pekin Hardy Strauss, Inc. | 0.26% | Add +5.4% | 126,375 | $3.0M |
| Rhumbline Advisers | 0.00% | Add +8.4% | 123,552 | $2.9M |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.