Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q2 2024 (June 30)324holders +15
37new positions
26sold out
7famous investors
$16.55avg. 13F price*
At the end of Q2 2024, 324 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 15 from Q1 2024. 37 opened new positions and 26 sold out. The largest holders were Groupama Asset Managment ($301.4M), Morgan Stanley ($180.6M) and Goldman Sachs Group Inc. ($151.9M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $13.7M |
| Exits | 26 | $17.8M |
All 13F filers, Q1 2024 → Q2 2024: 5,739,765 shares bought and 4,632,874 shares sold, net +1,106,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Groupama Asset Managment | 4.11% | Add +227.4% | 146,304 | $301.4M |
| Morgan Stanley | 0.01% | Add +11.1% | 13,467,366 | $180.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +3.8% | 11,324,570 | $151.9M |
| FMR LLC | 0.01% | Reduce -2.8% | 6,851,236 | $91.9M |
| BlackRock Inc. | 0.00% | Add +3.1% | 6,829,429 | $91.6M |
| Clark Capital Management Group, Inc. | 0.43% | Add +3.2% | 4,357,941 | $58.4M |
| Wells Fargo & Company | 0.01% | Reduce -3.1% | 4,144,270 | $55.6M |
| Cowen Investment Management LLC | 77.94% | No change | 3,301,575 | $44.3M |
| Millennium Management | 0.03% | Reduce -7.8% | 2,962,261 | $39.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.7% | 2,931,405 | $39.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.0% | 2,804,706 | $37.6M |
| Cowen and Company, LLC | 1.05% | No change | 2,800,730 | $37.6M |
| Renaissance Technologies | 0.03% | Reduce -2.5% | 1,528,470 | $20.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.0% | 1,438,633 | $19.3M |
| American Century Companies Inc. | 0.01% | Add +5.4% | 1,344,869 | $18.0M |
| Invesco Ltd. | 0.00% | Reduce -32.9% | 1,256,899 | $16.9M |
| Bank of America Corp. | 0.00% | Reduce -11.0% | 1,177,161 | $15.8M |
| Anderson Hoagland & Co. | 1.24% | Reduce -0.1% | 858,922 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.0% | 852,771 | $11.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +266.6% | 615,800 | $8.3M |
| CIBC Asset Management Inc | 0.03% | Reduce -4.2% | 612,465 | $8.2M |
| Natixis Advisors, LLC | 0.02% | Add +7.2% | 588,690 | $7.9M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +11.6% | 584,320 | $7.8M |
| Cibc World Market Inc. | 0.02% | Reduce -0.6% | 575,936 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -39.1% | 567,570 | $7.6M |
| Citadel Advisors | 0.01% | Reduce -20.6% | 535,897 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -14.2% | 480,045 | $6.4M |
| Pathstone Holdings, LLC | 0.03% | Add +10.8% | 469,202 | $6.3M |
| Moran Wealth Management, LLC | 0.20% | Reduce -14.6% | 451,199 | $6.1M |
| Ethic Inc. | 0.14% | Add +22.3% | 451,121 | $6.0M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -1.1% | 450,451 | $6.0M |
| Simplicity Wealth,LLC | 0.14% | Reduce -1.1% | 450,451 | $6.0M |
| Quantinno Capital Management LP | 0.11% | Add +12.9% | 442,363 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -5.4% | 440,652 | $5.9M |
| QRG Capital Management, Inc. | 0.07% | Add +10.8% | 436,417 | $5.9M |
| Ramirez Asset Management, Inc. | 1.15% | Reduce -6.1% | 421,708 | $5.7M |
| Crossmark Global Holdings, Inc. | 0.11% | Reduce -3.1% | 405,984 | $5.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +1935.1% | 400,636 | $5.4M |
| Mariner, LLC | 0.01% | Add +0.5% | 392,398 | $5.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +26.6% | 360,160 | $4.8M |
| Creative Planning | 0.01% | Add +16.1% | 357,915 | $4.8M |
| UBS Group AG | 0.00% | Add +7.8% | 357,574 | $4.8M |
| Capital Wealth Planning, LLC | 0.04% | Add +36.0% | 320,467 | $4.3M |
| Penserra Capital Management LLC | 0.05% | Add +36.0% | 320,467 | $4.3M |
| First Trust Direct Indexing L.P. | 0.25% | Add +1.7% | 307,375 | $4.1M |
| Greenleaf Trust | 0.04% | Add +0.0% | 295,457 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.6% | 292,722 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 292,976 | $3.9M |
| Eagle Global Advisors LLC | 0.20% | Add +4.4% | 282,000 | $3.8M |
| US Bancorp \de | 0.00% | Add +4.8% | 270,749 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -22.7% | 268,054 | $3.6M |
| Augustine Asset Management Inc. | 1.31% | Add +57.0% | 252,688 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +158.2% | 248,084 | $3.3M |
| Boston Partners | 0.00% | Reduce -2.8% | 244,553 | $3.3M |
| Calamos Advisors LLC | 0.02% | No change | 211,720 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +20.6% | 211,467 | $2.8M |
| Signaturefd, LLC | 0.06% | Add +4.7% | 210,156 | $2.8M |
| Dorsey Wright & Associates | 0.71% | Reduce -1.4% | 205,450 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +14.8% | 201,933 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.2% | 201,901 | $2.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -25.4% | 197,245 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 193,715 | $2.6M |
| Forum Financial Management, LP | 0.05% | No change | 193,123 | $2.6M |
| Gilman Hill Asset Management, LLC | 0.46% | Reduce -30.8% | 190,786 | $2.6M |
| Fisher Asset Management | 0.00% | Reduce -10.5% | 185,863 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +22.5% | 182,846 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Add +1.3% | 177,938 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.6% | 175,853 | $2.4M |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 166,018 | $2.2M |
| Ritholtz Wealth Management | 0.07% | Add +35.0% | 159,613 | $2.1M |
| GTS Securities LLC | 0.04% | New | 159,034 | $2.1M |
| BTC Capital Management, Inc. | 0.20% | Reduce -13.7% | 158,700 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -13.6% | 151,412 | $2.0M |
| Naviter Wealth, LLC | 0.29% | Add +7.7% | 143,522 | $1.9M |
| Lockheed Martin Investment Management Co. | 0.11% | Reduce -6.3% | 136,050 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +15.8% | 134,521 | $1.8M |
| Caprock Group, LLC | 0.07% | Add +175.2% | 133,841 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -66.4% | 132,614 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +12.6% | 125,683 | $1.7M |
| Sei Investments Co. | 0.00% | Add +4.2% | 125,056 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +26.6% | 122,322 | $1.6M |
| AQR Capital Management | 0.00% | Add +34.3% | 111,665 | $1.5M |
| XY Capital Ltd | 1.70% | New | 111,495 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -55.6% | 110,963 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -8.7% | 105,481 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.17% | New | 91,100 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -1.4% | 90,021 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.0% | 89,572 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.0% | 89,572 | $1.2M |
| Vident Advisory, LLC | 0.03% | New | 88,546 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.1% | 86,932 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.9% | 83,720 | $1.1M |
| Advisory Services Network, LLC | 0.02% | New | 82,486 | $1.1M |
| Morningstar Investment Services LLC | 0.01% | Reduce -1.1% | 82,665 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -10.8% | 80,146 | $1.1M |
| Te Ahumairangi Investment Management Ltd | 0.20% | Reduce -17.9% | 79,477 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +1.4% | 79,386 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.8% | 77,544 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -11.4% | 72,535 | $973K |
| Atria Investments, Inc | 0.01% | New | 70,784 | $949K |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.