Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q4 2024 (December 31)348holders +15
34new positions
26sold out
4famous investors
$14.51avg. 13F price*
At the end of Q4 2024, 348 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 15 from Q3 2024. 34 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($343.4M), Goldman Sachs Group Inc. ($162.5M) and FMR LLC ($121.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sumitomo Mitsui-Spons ADR
- CUSIP
- 86562M209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $17.9M |
| Exits | 26 | $20.1M |
All 13F filers, Q3 2024 → Q4 2024: 16,480,095 shares bought and 5,938,203 shares sold, net +10,541,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Morgan Stanley | 0.02% | Add +45.2% | 23,697,823 | $343.4M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -0.1% | 11,217,749 | $162.5M |
| FMR LLC | 0.01% | Add +16.5% | 8,383,293 | $121.5M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 6,964,935 | $100.9M |
| Clark Capital Management Group, Inc. | 0.65% | Add +26.9% | 6,384,308 | $92.5M |
| Northern Trust Corp. | 0.01% | Add +79.3% | 5,029,497 | $72.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.2% | 2,899,574 | $42.0M |
| Wells Fargo & Company | 0.01% | Reduce -36.6% | 2,080,805 | $30.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.1% | 1,803,684 | $26.1M |
| Bank of America Corp. | 0.00% | Add +7.9% | 1,776,384 | $25.7M |
| Renaissance Technologies | 0.03% | Reduce -1.5% | 1,610,670 | $23.3M |
| American Century Companies Inc. | 0.01% | Add +4.9% | 1,515,323 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.9% | 1,015,206 | $14.7M |
| Invesco Ltd. | 0.00% | Reduce -25.2% | 1,013,936 | $14.7M |
| Natixis Advisors, LLC | 0.02% | Add +53.5% | 900,374 | $13.0M |
| Anderson Hoagland & Co. | 1.27% | Reduce -1.3% | 840,100 | $12.3M |
| Bank of New York Mellon Corp | 0.00% | Add +139.7% | 745,849 | $10.8M |
| UBS Group AG | 0.00% | Add +25.5% | 666,134 | $9.7M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -2.1% | 594,358 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 581,102 | $8.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +76.3% | 576,485 | $8.3M |
| Quantinno Capital Management LP | 0.08% | Add +3.2% | 563,464 | $8.2M |
| Cibc World Market Inc. | 0.02% | Reduce -0.1% | 560,340 | $8.1M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +0.9% | 498,398 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -1.0% | 492,268 | $7.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +18.9% | 482,783 | $7.0M |
| Creative Planning | 0.01% | Add +26.8% | 477,228 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Add +1.9% | 477,024 | $6.9M |
| Ramirez Asset Management, Inc. | 1.31% | Add +3.2% | 449,014 | $6.5M |
| Jane Street Group, LLC | 0.01% | Add +48.3% | 444,902 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 442,067 | $6.4M |
| QRG Capital Management, Inc. | 0.06% | Add +1.8% | 432,415 | $6.3M |
| Ethic Inc. | 0.12% | Add +12.6% | 415,612 | $6.0M |
| Benson Investment Management Company, Inc. | 2.47% | Add +0.0% | 410,275 | $5.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -76.6% | 409,579 | $5.9M |
| Mariner, LLC | 0.01% | Add +2.1% | 405,056 | $5.9M |
| Silvercrest Asset Management Group LLC | 0.04% | New | 242,300 | $5.8M |
| Moran Wealth Management, LLC | 0.17% | Add +7.7% | 358,736 | $5.2M |
| Boston Partners | 0.01% | Add +134.4% | 348,184 | $5.0M |
| Eagle Global Advisors LLC | 0.20% | No change | 336,000 | $4.9M |
| LPL Financial LLC | 0.00% | Add +264.9% | 324,992 | $4.7M |
| First Trust Advisors LP | 0.00% | New | 309,458 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -9.4% | 319,730 | $4.5M |
| US Bancorp \de | 0.01% | Add +2.6% | 299,476 | $4.3M |
| Leuthold Group, LLC | 0.52% | Reduce -3.5% | 298,514 | $4.3M |
| Greenleaf Trust | 0.04% | Add +0.0% | 295,531 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +4.6% | 257,959 | $3.7M |
| Augustine Asset Management Inc. | 0.97% | Reduce -0.7% | 254,696 | $3.7M |
| Parr McKnight Wealth Management Group, LLC | 0.50% | — | 242,101 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +20.1% | 232,263 | $3.4M |
| William Blair Investment Management, LLC | 0.01% | Reduce -6.7% | 225,195 | $3.3M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -1.5% | 224,956 | $3.3M |
| Forum Financial Management, LP | 0.05% | Add +15.0% | 222,120 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +37.9% | 221,322 | $3.2M |
| Signaturefd, LLC | 0.06% | Add +3.7% | 221,164 | $3.2M |
| Calamos Advisors LLC | 0.02% | No change | 211,720 | $3.1M |
| Gilman Hill Asset Management, LLC | 0.53% | Add +0.6% | 208,594 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 195,436 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Add +36.5% | 190,094 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.3% | 185,418 | $2.7M |
| Fisher Asset Management | 0.00% | Reduce -2.5% | 183,829 | $2.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -4.7% | 181,591 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 178,404 | $2.6M |
| Dorsey Wright & Associates | 0.62% | Reduce -22.4% | 178,245 | $2.6M |
| Rhumbline Advisers | 0.00% | Reduce -1.1% | 168,901 | $2.4M |
| Sei Investments Co. | 0.00% | Reduce -5.7% | 163,429 | $2.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Reduce -8.8% | 161,470 | $2.3M |
| Ritholtz Wealth Management | 0.07% | Reduce -6.9% | 155,843 | $2.3M |
| CIBC Asset Management Inc | 0.01% | Reduce -67.6% | 157,225 | $2.2M |
| Capital Wealth Planning, LLC | 0.02% | Add +35.4% | 153,472 | $2.2M |
| BTC Capital Management, Inc. | 0.20% | Reduce -9.0% | 152,646 | $2.2M |
| Naviter Wealth, LLC | 0.25% | Add +3.4% | 142,816 | $2.1M |
| AQR Capital Management | 0.00% | Add +9.9% | 140,727 | $2.0M |
| Massachusetts Financial Services Co. | 0.00% | New | 138,680 | $2.0M |
| &partners | 0.02% | Add +85.9% | 136,244 | $2.0M |
| Callan Family Office, LLC | 0.13% | New | 136,063 | $2.0M |
| Caprock Group, LLC | 0.06% | Add +1.5% | 130,770 | $1.9M |
| Lockheed Martin Investment Management Co. | 0.07% | No change | 127,040 | $1.8M |
| Vise Technologies, Inc. | 0.14% | Add +73.0% | 120,024 | $1.7M |
| Raymond James Financial Inc. | 0.00% | — | 109,419 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -3.5% | 103,091 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | No change | 101,090 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.4% | 100,885 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +13.4% | 100,885 | $1.5M |
| Pekin Hardy Strauss, Inc. | 0.18% | Reduce -1.5% | 99,100 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +20.4% | 96,176 | $1.4M |
| Millennium Management | 0.00% | Add +460.8% | 94,329 | $1.4M |
| Vident Advisory, LLC | 0.02% | Reduce -5.5% | 91,211 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 90,181 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.2% | 86,733 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.5% | 85,120 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +23.6% | 84,102 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +4.5% | 82,485 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +0.4% | 76,257 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 74,546 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +14.1% | 72,066 | $1.0M |
| Quadrant Capital Group LLC | 0.07% | Reduce -1.7% | 71,293 | $1.0M |
| Evergreen Capital Management LLC | 0.03% | Add +22.3% | 69,143 | $1.0M |
| Investors Research Corp | 0.22% | Reduce -1.0% | 68,879 | $998K |
| Aquatic Capital Management LLC | 0.03% | Reduce -6.1% | 65,744 | $953K |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.