Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q2 2025 (June 30)371holders +13
51new positions
34sold out
7famous investors
$15.11avg. 13F price*
At the end of Q2 2025, 371 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 13 from Q1 2025. 51 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($472.3M), Goldman Sachs Group Inc. ($161.3M) and FMR LLC ($146.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $50.6M |
| Exits | 34 | $21.2M |
All 13F filers, Q1 2025 → Q2 2025: 9,674,023 shares bought and 7,707,997 shares sold, net +1,966,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 371 holders
| Morgan Stanley | 0.03% | Reduce -10.9% | 31,256,899 | $472.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -5.3% | 10,672,402 | $161.3M |
| FMR LLC | 0.01% | Add +0.5% | 9,684,069 | $146.3M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 6,867,650 | $103.8M |
| Clark Capital Management Group, Inc. | 0.68% | Add +0.3% | 6,517,672 | $98.5M |
| Northern Trust Corp. | 0.01% | Add +7.8% | 5,595,165 | $84.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.3% | 2,877,011 | $43.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.7% | 2,302,411 | $34.8M |
| Renaissance Technologies | 0.04% | Add +26.1% | 2,070,773 | $31.3M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 2,017,709 | $30.5M |
| Bank of America Corp. | 0.00% | Add +4.4% | 1,921,712 | $29.0M |
| American Century Companies Inc. | 0.01% | Add +8.6% | 1,742,585 | $26.3M |
| Fisher Asset Management | 0.01% | Add +137.4% | 1,357,193 | $20.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -16.6% | 1,200,502 | $18.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 1,190,566 | $18.0M |
| Millennium Management | 0.01% | Add +2625.8% | 976,618 | $14.8M |
| Invesco Ltd. | 0.00% | Add +5.1% | 964,866 | $14.6M |
| Quantinno Capital Management LP | 0.06% | Add +26.9% | 918,216 | $13.9M |
| Anderson Hoagland & Co. | 1.14% | Reduce -5.2% | 788,850 | $11.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.5% | 649,227 | $9.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.8% | 638,408 | $9.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.0% | 631,310 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 623,557 | $9.4M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -5.0% | 600,355 | $9.1M |
| Capital Wealth Planning, LLC | 0.07% | Add +119.8% | 597,575 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Add +846.2% | 548,474 | $8.5M |
| Cibc World Market Inc. | 0.02% | Reduce -0.5% | 554,918 | $8.4M |
| Westfield Capital Management Co. LP | 0.03% | New | 541,882 | $8.2M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +6.8% | 532,443 | $8.0M |
| LPL Financial LLC | 0.00% | Add +18.9% | 529,444 | $8.0M |
| Ramirez Asset Management, Inc. | 1.16% | Add +23.6% | 505,871 | $7.6M |
| Massar Capital Management, LP | 5.67% | New | 500,000 | $7.6M |
| Creative Planning | 0.01% | Reduce -13.3% | 495,765 | $7.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.3% | 472,246 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +10.3% | 471,176 | $7.1M |
| UBS Group AG | 0.00% | Reduce -48.3% | 463,502 | $7.0M |
| Cerity Partners LLC | 0.01% | Reduce -2.0% | 458,927 | $6.9M |
| Tudor Investment Corporation | 0.05% | New | 436,288 | $6.6M |
| QRG Capital Management, Inc. | 0.06% | Reduce -18.2% | 424,036 | $6.4M |
| Boston Partners | 0.01% | Reduce -0.7% | 418,390 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -4.4% | 380,533 | $5.8M |
| Massachusetts Financial Services Co. | 0.00% | Add +34.3% | 379,185 | $5.7M |
| US Bancorp \de | 0.01% | Add +2.4% | 370,368 | $5.6M |
| AQR Capital Management | 0.00% | Add +108.2% | 368,987 | $5.6M |
| Ethic Inc. | 0.10% | Reduce -8.9% | 357,897 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -6.6% | 317,513 | $4.8M |
| Eagle Global Advisors LLC | 0.19% | No change | 311,000 | $4.7M |
| Moran Wealth Management, LLC | 0.15% | Add +2.8% | 310,086 | $4.7M |
| Causeway Capital Management LLC | 0.07% | New | 301,796 | $4.6M |
| Sei Investments Co. | 0.01% | Add +56.3% | 293,729 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +10.4% | 282,078 | $4.3M |
| Quadrant Capital Group LLC | 0.15% | Reduce -2.6% | 277,252 | $4.2M |
| D. E. Shaw & Co. | 0.00% | New | 269,294 | $4.1M |
| Augustine Asset Management Inc. | 1.07% | Add +2.2% | 265,547 | $4.0M |
| First Trust Advisors LP | 0.00% | Reduce -9.0% | 263,930 | $4.0M |
| Point72 Asset Management | 0.01% | New | 254,666 | $3.8M |
| Federated Hermes, Inc. | 0.01% | Add +37.2% | 253,494 | $3.8M |
| &partners | 0.03% | Add +58.1% | 252,955 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +2.4% | 251,199 | $3.8M |
| Callan Family Office, LLC | 0.12% | Add +85.9% | 242,112 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.6% | 237,619 | $3.6M |
| Gilman Hill Asset Management, LLC | 0.56% | Add +1.9% | 226,274 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Add +13.4% | 221,149 | $3.3M |
| Allianz SE | 0.08% | No change | 220,000 | $3.3M |
| Signaturefd, LLC | 0.06% | Reduce -3.5% | 215,418 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.7% | 212,842 | $3.2M |
| Forum Financial Management, LP | 0.05% | Reduce -5.6% | 209,587 | $3.2M |
| National Bank of Canada | 0.00% | Add +75572.0% | 205,071 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 201,936 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 182,905 | $2.8M |
| Vident Advisory, LLC | 0.03% | Add +53.3% | 170,397 | $2.6M |
| Greenleaf Trust | 0.02% | Reduce -0.2% | 170,092 | $2.6M |
| Myriad Asset Management US LP | 1.70% | New | 169,492 | $2.6M |
| Calamos Advisors LLC | 0.02% | Reduce -49.4% | 168,076 | $2.5M |
| BTC Capital Management, Inc. | 0.20% | Add +4.4% | 166,010 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +28.4% | 165,142 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +37.0% | 163,866 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | — | 157,509 | $2.4M |
| Naviter Wealth, LLC | 0.28% | Add +4.1% | 151,031 | $2.3M |
| Parr McKnight Wealth Management Group, LLC | 0.31% | Add +2.0% | 149,210 | $2.3M |
| Vise Technologies, Inc. | 0.09% | — | 146,090 | $2.2M |
| Calamos Wealth Management LLC | 0.09% | Reduce -20.6% | 138,896 | $2.1M |
| William Blair Investment Management, LLC | 0.01% | Reduce -35.1% | 131,226 | $2.0M |
| Ritholtz Wealth Management | 0.04% | Reduce -7.7% | 127,335 | $1.9M |
| Rhumbline Advisers | 0.00% | Reduce -3.6% | 120,889 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +14.1% | 116,965 | $1.8M |
| CIBC Asset Management Inc | 0.01% | Add +1.2% | 119,643 | $1.8M |
| Bank of Montreal | 0.00% | Add +3.8% | 110,197 | $1.7M |
| Principal Securities, Inc. | 0.03% | Add +12.8% | 108,501 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.6% | 101,046 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 100,790 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +14.3% | 99,889 | $1.5M |
| Dorsey Wright & Associates | 0.35% | Reduce -38.9% | 97,309 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 96,208 | $1.5M |
| Pekin Hardy Strauss, Inc. | 0.16% | Reduce -8.3% | 93,850 | $1.4M |
| Seldon Capital LP | 0.61% | New | 92,885 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.7% | 90,895 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 90,627 | $1.4M |
| Diversify Wealth Management, LLC | 0.08% | Add +18.6% | 80,550 | $1.3M |
| Quantbot Technologies LP | 0.03% | New | 85,009 | $1.3M |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.