Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q1 2024 (March 31)309holders
7famous investors
$11.84avg. 13F price*
At the end of Q1 2024, 309 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings. The largest holders were Morgan Stanley ($142.7M), Goldman Sachs Group Inc. ($128.5M) and FMR LLC ($83.0M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Sumitomo Mitsui-Spons ADR
- CUSIP
- 86562M209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $103.3M |
| Exits | 38 | $35.9M |
Ownership 309 holders
| Morgan Stanley | 0.01% | Reduce -9.4% | 12,123,428 | $142.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.1% | 10,915,210 | $128.5M |
| FMR LLC | 0.01% | Add +0.3% | 7,050,938 | $83.0M |
| BlackRock Inc. | 0.00% | Reduce -0.3% | 6,621,399 | $77.9M |
| Wells Fargo & Company | 0.01% | Add +0.1% | 4,276,194 | $50.3M |
| Clark Capital Management Group, Inc. | 0.37% | New | 4,222,423 | $49.7M |
| Cowen Investment Management LLC | 55.21% | Reduce -20.5% | 3,301,575 | $38.9M |
| Millennium Management | 0.03% | Reduce -0.4% | 3,214,755 | $37.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.4% | 2,951,743 | $34.7M |
| Northern Trust Corp. | 0.01% | Reduce -14.8% | 2,890,646 | $34.0M |
| Cowen and Company, LLC | 1.30% | New | 2,800,730 | $33.0M |
| Invesco Ltd. | 0.00% | Reduce -24.8% | 1,874,028 | $22.1M |
| Renaissance Technologies | 0.03% | Reduce -8.7% | 1,566,970 | $18.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.9% | 1,563,278 | $18.4M |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 1,323,126 | $15.6M |
| American Century Companies Inc. | 0.01% | Add +5.5% | 1,275,724 | $15.0M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 931,410 | $11.0M |
| Anderson Hoagland & Co. | 1.11% | Add +3.5% | 859,561 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 835,904 | $9.8M |
| Citadel Advisors | 0.01% | Add +655.8% | 674,952 | $7.9M |
| CIBC Asset Management Inc | 0.03% | Reduce -3.0% | 639,223 | $7.5M |
| Cibc World Market Inc. | 0.02% | Reduce -27.2% | 579,357 | $6.8M |
| Franklin Resources Inc. | 0.00% | Reduce -4.6% | 559,472 | $6.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -9.4% | 549,278 | $6.5M |
| Moran Wealth Management, LLC | 0.20% | Add +0.3% | 528,313 | $6.2M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +19.9% | 523,752 | $6.2M |
| Bailard, Inc. | 0.15% | New | 95,000 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +1.4% | 465,675 | $5.5M |
| Bleakley Financial Group, LLC | 0.16% | Reduce -2.7% | 455,282 | $5.4M |
| Simplicity Wealth,LLC | 0.13% | New | 455,282 | $5.4M |
| Ramirez Asset Management, Inc. | 1.07% | Add +20.1% | 449,293 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -4.2% | 423,393 | $5.0M |
| Crossmark Global Holdings, Inc. | 0.10% | Reduce -2.4% | 418,792 | $4.9M |
| D. E. Shaw & Co. | 0.01% | Add +1408.3% | 394,344 | $4.6M |
| QRG Capital Management, Inc. | 0.06% | Add +35.8% | 393,742 | $4.6M |
| Quantinno Capital Management LP | 0.10% | Add +5.8% | 391,682 | $4.6M |
| Mariner, LLC | 0.01% | Add +9.7% | 390,434 | $4.6M |
| Ethic Inc. | 0.11% | Add +4.1% | 368,972 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +43.0% | 346,928 | $4.1M |
| UBS Group AG | 0.00% | Reduce -3.4% | 331,795 | $3.9M |
| Creative Planning | 0.00% | Add +25.9% | 308,352 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Add +21.9% | 303,684 | $3.6M |
| First Trust Direct Indexing L.P. | 0.26% | Reduce -2.0% | 302,246 | $3.6M |
| Greenleaf Trust | 0.03% | Add +0.1% | 295,387 | $3.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +51.1% | 284,446 | $3.3M |
| Gilman Hill Asset Management, LLC | 0.58% | Reduce -31.4% | 275,879 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.7% | 270,815 | $3.2M |
| Eagle Global Advisors LLC | 0.18% | Add +28.6% | 270,000 | $3.2M |
| Federated Hermes, Inc. | 0.01% | Reduce -4.6% | 264,422 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -2.7% | 258,358 | $3.0M |
| Bank of Montreal | 0.00% | Add +4.5% | 249,796 | $3.0M |
| Boston Partners | 0.00% | Add +56.6% | 251,597 | $3.0M |
| Capital Wealth Planning, LLC | 0.03% | Add +100.8% | 235,566 | $2.8M |
| Penserra Capital Management LLC | 0.03% | Add +100.8% | 235,566 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +149.1% | 224,832 | $2.6M |
| Groupama Asset Managment | 0.05% | New | 44,680 | $2.6M |
| Calamos Advisors LLC | 0.02% | Add +47.0% | 211,720 | $2.5M |
| Dorsey Wright & Associates | 0.64% | Reduce -2.5% | 208,395 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 208,397 | $2.5M |
| Fisher Asset Management | 0.00% | Add +30.9% | 207,691 | $2.4M |
| Legacy Wealth Asset Management, LLC | 0.68% | Reduce -0.4% | 206,342 | $2.4M |
| Capital Fund Management S.A. | 0.03% | Add +0.2% | 202,410 | $2.4M |
| Signaturefd, LLC | 0.05% | Add +6.5% | 200,781 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 195,538 | $2.3M |
| Forum Financial Management, LP | 0.04% | Add +2.3% | 193,123 | $2.3M |
| BTC Capital Management, Inc. | 0.20% | — | 183,885 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +51.3% | 175,823 | $2.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Add +2.4% | 175,633 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.5% | 175,307 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +32.3% | 175,285 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +3.8% | 168,119 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -8.7% | 168,000 | $2.0M |
| Augustine Asset Management Inc. | 0.79% | Reduce -0.2% | 160,957 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +20.7% | 149,255 | $1.8M |
| Lockheed Martin Investment Management Co. | 0.12% | Reduce -11.4% | 145,260 | $1.7M |
| Tudor Investment Corporation | 0.02% | Add +96.9% | 141,153 | $1.7M |
| Naviter Wealth, LLC | 0.26% | Add +15.2% | 133,246 | $1.6M |
| Orbis Allan Gray Ltd | 0.01% | No change | 125,203 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -52.5% | 120,000 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Add +16.4% | 118,206 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +692.1% | 116,179 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.0% | 115,576 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +125.5% | 111,607 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 110,901 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -2.5% | 101,800 | $1.2M |
| Te Ahumairangi Investment Management Ltd | 0.20% | No change | 96,777 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +412.2% | 96,618 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -94.0% | 96,090 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 91,331 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -8.3% | 89,896 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.5% | 88,694 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +3.5% | 88,694 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.6% | 86,812 | $1.0M |
| Morningstar Investment Services LLC | 0.01% | Reduce -49.7% | 83,620 | $988K |
| AQR Capital Management | 0.00% | New | 83,120 | $978K |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -0.1% | 81,889 | $964K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.4% | 81,372 | $958K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -0.5% | 78,288 | $921K |
| LPL Financial LLC | 0.00% | Add +5.4% | 76,144 | $896K |
| Investors Research Corp | 0.19% | Reduce -1.2% | 69,554 | $819K |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.