Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q1 2025 (March 31)358holders +10
42new positions
29sold out
5famous investors
$15.45avg. 13F price*
At the end of Q1 2025, 358 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 10 from Q4 2024. 42 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($542.4M), Goldman Sachs Group Inc. ($174.3M) and FMR LLC ($149.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $20.0M |
| Exits | 29 | $13.6M |
All 13F filers, Q4 2024 → Q1 2025: 18,404,586 shares bought and 3,076,350 shares sold, net +15,328,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| Morgan Stanley | 0.04% | Add +48.0% | 35,085,766 | $542.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.5% | 11,271,361 | $174.3M |
| FMR LLC | 0.01% | Add +15.0% | 9,640,689 | $149.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 6,961,402 | $107.6M |
| Clark Capital Management Group, Inc. | 0.72% | Add +1.8% | 6,496,260 | $100.4M |
| Northern Trust Corp. | 0.01% | Add +3.2% | 5,188,817 | $80.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.5% | 2,885,911 | $44.6M |
| Wells Fargo & Company | 0.01% | Reduce -4.4% | 1,990,008 | $30.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.6% | 1,923,502 | $29.7M |
| Bank of America Corp. | 0.00% | Add +3.6% | 1,840,609 | $28.5M |
| Renaissance Technologies | 0.04% | Add +2.0% | 1,642,470 | $25.4M |
| American Century Companies Inc. | 0.02% | Add +5.9% | 1,605,115 | $24.8M |
| Natixis Advisors, LLC | 0.04% | Add +59.8% | 1,439,197 | $22.3M |
| JPMorgan Chase & Co. | 0.00% | Add +17.2% | 1,189,540 | $18.4M |
| Invesco Ltd. | 0.00% | Reduce -9.4% | 918,290 | $14.2M |
| UBS Group AG | 0.00% | Add +34.6% | 896,921 | $13.9M |
| Quantinno Capital Management LP | 0.07% | Add +28.4% | 723,429 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.1% | 670,686 | $10.4M |
| Anderson Hoagland & Co. | 1.21% | Reduce -1.0% | 831,857 | $10.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +15.5% | 665,949 | $10.0M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +6.3% | 631,695 | $9.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.0% | 579,277 | $9.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 578,480 | $8.9M |
| Fisher Asset Management | 0.00% | Add +211.0% | 571,750 | $8.8M |
| Creative Planning | 0.01% | Add +19.8% | 571,547 | $8.8M |
| Cibc World Market Inc. | 0.02% | Reduce -0.5% | 557,713 | $8.6M |
| QRG Capital Management, Inc. | 0.08% | Add +19.9% | 518,573 | $8.0M |
| Crossmark Global Holdings, Inc. | 0.14% | Add +0.0% | 498,602 | $7.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.8% | 473,454 | $7.3M |
| Cerity Partners LLC | 0.01% | Add +46.4% | 468,210 | $7.2M |
| LPL Financial LLC | 0.00% | Add +37.0% | 445,354 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -3.4% | 426,982 | $6.6M |
| Boston Partners | 0.01% | Add +21.1% | 421,483 | $6.5M |
| Ramirez Asset Management, Inc. | 1.32% | Reduce -8.8% | 409,398 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -1.7% | 398,093 | $6.2M |
| Silvercrest Asset Management Group LLC | 0.04% | No change | 242,300 | $6.1M |
| Ethic Inc. | 0.12% | Reduce -5.5% | 392,673 | $5.9M |
| US Bancorp \de | 0.01% | Add +20.8% | 361,646 | $5.6M |
| Benson Investment Management Company, Inc. | 2.40% | Reduce -13.3% | 355,750 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 339,892 | $5.3M |
| Calamos Advisors LLC | 0.04% | Add +56.9% | 332,151 | $5.1M |
| Eagle Global Advisors LLC | 0.20% | Reduce -7.4% | 311,000 | $4.8M |
| Moran Wealth Management, LLC | 0.16% | Reduce -15.9% | 301,575 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -6.3% | 290,117 | $4.5M |
| Quadrant Capital Group LLC | 0.16% | Add +299.4% | 284,762 | $4.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +103.6% | 282,363 | $4.4M |
| Capital Wealth Planning, LLC | 0.04% | Add +77.1% | 271,808 | $4.2M |
| Augustine Asset Management Inc. | 1.17% | Add +2.0% | 259,864 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +15.5% | 255,579 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 254,340 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +33.0% | 246,591 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +9.1% | 245,342 | $3.8M |
| Signaturefd, LLC | 0.07% | Add +1.0% | 223,348 | $3.5M |
| Forum Financial Management, LP | 0.06% | No change | 222,120 | $3.4M |
| Gilman Hill Asset Management, LLC | 0.60% | Add +6.5% | 222,094 | $3.4M |
| Allianz SE | 0.09% | New | 220,000 | $3.4M |
| William Blair Investment Management, LLC | 0.01% | Reduce -10.2% | 202,146 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 196,320 | $3.0M |
| Park Avenue Securities LLC | 0.04% | Add +2.6% | 194,976 | $3.0M |
| Sei Investments Co. | 0.00% | Add +15.0% | 187,977 | $2.9M |
| Federated Hermes, Inc. | 0.01% | Add +1.7% | 184,730 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 177,553 | $2.7M |
| AQR Capital Management | 0.00% | Add +25.9% | 177,249 | $2.7M |
| Calamos Wealth Management LLC | 0.14% | New | 175,004 | $2.7M |
| Greenleaf Trust | 0.02% | Reduce -42.3% | 170,448 | $2.6M |
| &partners | 0.03% | Add +17.4% | 159,955 | $2.6M |
| Dorsey Wright & Associates | 0.63% | Reduce -10.6% | 159,362 | $2.5M |
| BTC Capital Management, Inc. | 0.22% | Add +4.2% | 159,010 | $2.5M |
| Caprock Group, LLC | 0.07% | Add +18.4% | 154,903 | $2.4M |
| Naviter Wealth, LLC | 0.28% | Add +1.6% | 145,120 | $2.3M |
| Parr McKnight Wealth Management Group, LLC | 0.33% | Reduce -39.6% | 146,335 | $2.3M |
| Citadel Advisors | 0.00% | New | 142,384 | $2.2M |
| Ritholtz Wealth Management | 0.06% | Reduce -11.5% | 137,918 | $2.1M |
| Callan Family Office, LLC | 0.15% | Reduce -4.3% | 130,236 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +53.0% | 128,638 | $2.0M |
| Rhumbline Advisers | 0.00% | Reduce -25.8% | 125,355 | $1.9M |
| Lockheed Martin Investment Management Co. | 0.08% | Reduce -4.3% | 121,560 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 119,633 | $1.8M |
| CIBC Asset Management Inc | 0.01% | Reduce -24.8% | 118,260 | $1.8M |
| Vident Advisory, LLC | 0.03% | Add +21.9% | 111,138 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +52.2% | 109,707 | $1.7M |
| Bank of Montreal | 0.00% | Add +3.0% | 106,161 | $1.6M |
| Summit Global Investments | 0.12% | Add +169.8% | 104,297 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -79.2% | 102,488 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.19% | Add +3.3% | 102,350 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.4% | 100,495 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.4% | 100,495 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 92,567 | $1.4M |
| Principal Securities, Inc. | 0.03% | No change | 96,176 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.0% | 88,493 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +34.8% | 87,352 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.6% | 87,274 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +4.2% | 85,910 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -81.8% | 81,164 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +67.6% | 78,788 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -1.0% | 75,465 | $1.2M |
| Verition Fund Management LLC | 0.01% | Add +349.9% | 75,308 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -26.9% | 73,895 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Add +63.6% | 71,389 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +12.7% | 69,412 | $1.1M |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.