Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q3 2024 (September 30)333holders +9
38new positions
32sold out
5famous investors
$12.40avg. 13F price*
At the end of Q3 2024, 333 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 9 from Q2 2024. 38 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($206.1M), Goldman Sachs Group Inc. ($141.8M) and FMR LLC ($90.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $25.1M |
| Exits | 32 | $372.3M |
All 13F filers, Q2 2024 → Q3 2024: 10,609,833 shares bought and 12,589,025 shares sold, net −1,979,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| Morgan Stanley | 0.01% | Add +21.1% | 16,316,220 | $206.1M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -0.9% | 11,225,154 | $141.8M |
| FMR LLC | 0.01% | Add +5.0% | 7,193,840 | $90.9M |
| BlackRock, Inc. | 0.00% | — | 6,909,813 | $87.3M |
| Clark Capital Management Group, Inc. | 0.43% | Add +15.4% | 5,029,021 | $63.5M |
| Wells Fargo & Company | 0.01% | Reduce -20.8% | 3,280,759 | $41.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.2% | 2,865,791 | $36.2M |
| Northern Trust Corp. | 0.01% | Reduce 0.0% | 2,804,584 | $35.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.4% | 1,732,738 | $21.9M |
| Bank of America Corp. | 0.00% | Add +39.9% | 1,646,700 | $20.8M |
| Renaissance Technologies | 0.03% | Add +6.9% | 1,634,570 | $20.6M |
| Cowen and Company, LLC | 0.69% | Reduce -44.3% | 1,560,230 | $19.7M |
| American Century Companies Inc. | 0.01% | Add +7.4% | 1,444,549 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Add +60.6% | 1,369,950 | $17.3M |
| Invesco Ltd. | 0.00% | Add +7.8% | 1,355,602 | $17.1M |
| Anderson Hoagland & Co. | 1.12% | Reduce -0.9% | 850,885 | $11.0M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +3.9% | 607,148 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 593,478 | $7.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.3% | 586,732 | $7.4M |
| Cibc World Market Inc. | 0.02% | Reduce -2.6% | 561,193 | $7.1M |
| Quantinno Capital Management LP | 0.09% | Add +23.5% | 546,173 | $6.9M |
| UBS Group AG | 0.00% | Add +48.4% | 530,786 | $6.7M |
| Franklin Resources Inc. | 0.00% | Add +3.6% | 497,165 | $6.5M |
| Crossmark Global Holdings, Inc. | 0.11% | Add +21.7% | 493,977 | $6.2M |
| CIBC Asset Management Inc | 0.02% | Reduce -20.8% | 485,342 | $6.1M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.2% | 468,307 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 441,673 | $5.6M |
| Ramirez Asset Management, Inc. | 1.05% | Add +3.1% | 435,010 | $5.5M |
| QRG Capital Management, Inc. | 0.06% | Reduce -2.7% | 424,680 | $5.4M |
| Benson Investment Management Company, Inc. | 2.05% | New | 410,255 | $5.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.7% | 405,921 | $5.1M |
| Mariner, LLC | 0.01% | Add +1.1% | 396,667 | $5.0M |
| Creative Planning | 0.00% | Add +5.2% | 376,490 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +31.7% | 353,043 | $4.5M |
| Ethic Inc. | 0.11% | Reduce -18.2% | 368,972 | $4.3M |
| Eagle Global Advisors LLC | 0.21% | Add +19.1% | 336,000 | $4.2M |
| Moran Wealth Management, LLC | 0.13% | Reduce -26.1% | 333,233 | $4.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +844.7% | 326,942 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 311,121 | $3.9M |
| Leuthold Group, LLC | 0.43% | New | 309,329 | $3.9M |
| First Trust Direct Indexing L.P. | 0.21% | Reduce -0.7% | 305,204 | $3.9M |
| Jane Street Group, LLC | 0.01% | Add +20.9% | 300,001 | $3.8M |
| Greenleaf Trust | 0.03% | No change | 295,457 | $3.7M |
| Rokos Capital Management LLP | 0.14% | New | 293,693 | $3.7M |
| US Bancorp \de | 0.00% | Add +7.8% | 291,835 | $3.7M |
| Samlyn Capital, LLC | 0.05% | New | 266,615 | $3.4M |
| Augustine Asset Management Inc. | 1.13% | Add +1.5% | 256,545 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -15.8% | 246,596 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -54.3% | 244,949 | $3.1M |
| William Blair Investment Management, LLC | 0.01% | New | 241,429 | $3.0M |
| Dorsey Wright & Associates | 0.69% | Add +11.7% | 229,558 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +8.0% | 228,366 | $2.9M |
| Signaturefd, LLC | 0.05% | Add +1.5% | 213,353 | $2.7M |
| Calamos Advisors LLC | 0.02% | No change | 211,720 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.44% | Add +8.7% | 207,371 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.7% | 200,873 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.1% | 195,758 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.2% | 193,360 | $2.4M |
| Forum Financial Management, LP | 0.04% | No change | 193,123 | $2.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -3.4% | 190,477 | $2.4M |
| Fisher Asset Management | 0.00% | Add +1.4% | 188,540 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.5% | 181,946 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.3% | 181,711 | $2.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Reduce -0.5% | 176,972 | $2.2M |
| Sei Investments Co. | 0.00% | Add +38.6% | 173,281 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +2.9% | 170,863 | $2.2M |
| BTC Capital Management, Inc. | 0.19% | Add +5.7% | 167,776 | $2.1M |
| Ritholtz Wealth Management | 0.06% | Add +4.9% | 167,393 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +19.3% | 160,534 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +30.3% | 159,336 | $2.0M |
| Old Mission Capital LLC | 0.04% | Add +207.8% | 158,166 | $2.0M |
| Boston Partners | 0.00% | Reduce -39.3% | 148,568 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +10.8% | 139,297 | $1.8M |
| Naviter Wealth, LLC | 0.24% | Reduce -3.8% | 138,145 | $1.7M |
| Caprock Group, LLC | 0.06% | Reduce -3.7% | 128,843 | $1.6M |
| AQR Capital Management | 0.00% | Add +14.6% | 127,992 | $1.6M |
| Lockheed Martin Investment Management Co. | 0.07% | Reduce -6.6% | 127,040 | $1.6M |
| Capital Wealth Planning, LLC | 0.01% | Reduce -64.6% | 113,341 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -3.7% | 106,830 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.2% | 101,090 | $1.3M |
| Pekin Hardy Strauss, Inc. | 0.16% | Add +10.4% | 100,600 | $1.3M |
| Vident Advisory, LLC | 0.03% | Add +9.0% | 96,553 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 92,220 | $1.2M |
| XY Capital Ltd | 0.63% | Reduce -17.4% | 92,052 | $1.2M |
| LPL Financial LLC | 0.00% | Add +14.8% | 89,058 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.7% | 88,933 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.7% | 88,933 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 82,486 | $1.1M |
| Te Ahumairangi Investment Management Ltd | 0.19% | Add +9.4% | 86,951 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.4% | 85,733 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.5% | 83,051 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +121.8% | 81,794 | $1.0M |
| Morningstar Investment Services LLC | 0.01% | Add +2.4% | 84,609 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +1.5% | 80,612 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +32.4% | 79,860 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +40.6% | 78,954 | $997K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +4.8% | 75,981 | $960K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -7.0% | 74,546 | $942K |
| &partners | 0.02% | Add +139.5% | 73,299 | $925K |
| Quadrant Capital Group LLC | 0.06% | Add +8.2% | 72,497 | $916K |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.