Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 396 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 25 from Q2 2025. 56 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($353.8M), Goldman Sachs Group Inc. ($181.4M) and FMR LLC ($180.3M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $61.3M |
| Exits | 31 | $10.4M |
All 13F filers, Q2 2025 → Q3 2025: 11,300,689 shares bought and 17,449,455 shares sold, net −6,148,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Morgan Stanley | 0.02% | Reduce -32.4% | 21,136,704 | $353.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.5% | 10,836,748 | $181.4M |
| FMR LLC | 0.01% | Add +11.2% | 10,772,380 | $180.3M |
| BlackRock, Inc. | 0.00% | Add +3.6% | 7,113,405 | $119.1M |
| Northern Trust Corp. | 0.01% | Add +2.6% | 5,743,128 | $96.1M |
| Clark Capital Management Group, Inc. | 0.43% | Reduce -36.4% | 4,143,124 | $69.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 2,886,033 | $48.3M |
| Renaissance Technologies | 0.05% | Add +10.3% | 2,284,070 | $38.2M |
| Wells Fargo & Company | 0.01% | Add +5.7% | 2,132,384 | $35.7M |
| American Century Companies Inc. | 0.02% | Add +16.9% | 2,036,709 | $34.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.3% | 1,995,065 | $33.4M |
| Fisher Asset Management | 0.01% | Add +12.3% | 1,524,435 | $25.5M |
| Bank of America Corp. | 0.00% | Reduce -24.9% | 1,442,394 | $24.1M |
| Toronto Dominion Bank | 0.04% | New | 1,370,000 | $22.9M |
| Quantinno Capital Management LP | 0.05% | Add +22.8% | 1,127,281 | $18.9M |
| Millennium Management | 0.01% | Add +11.1% | 1,085,388 | $18.2M |
| Invesco Ltd. | 0.00% | Add +11.2% | 1,072,567 | $18.0M |
| Tudor Investment Corporation | 0.10% | Add +112.5% | 927,179 | $15.5M |
| Voloridge Investment Management, LLC | 0.05% | New | 837,396 | $14.0M |
| Causeway Capital Management LLC | 0.18% | Add +165.4% | 800,903 | $13.4M |
| Capital Wealth Planning, LLC | 0.09% | Add +31.7% | 786,865 | $13.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +22.0% | 770,429 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +23.0% | 766,874 | $12.8M |
| Anderson Hoagland & Co. | 1.10% | Reduce -7.1% | 733,057 | $12.3M |
| D. E. Shaw & Co. | 0.01% | Add +164.7% | 712,878 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -41.4% | 703,125 | $11.8M |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 686,534 | $11.5M |
| Ramirez Asset Management, Inc. | 1.60% | Add +35.7% | 686,270 | $11.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +105.3% | 651,867 | $10.9M |
| Massachusetts Financial Services Co. | 0.00% | Add +69.7% | 643,443 | $10.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +5.0% | 630,336 | $10.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -3.5% | 626,801 | $10.3M |
| Creative Planning | 0.01% | Add +13.2% | 561,218 | $9.4M |
| Pathstone Holdings, LLC | 0.03% | Add +13.9% | 537,834 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.9% | 537,443 | $9.0M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +0.0% | 532,465 | $8.9M |
| AQR Capital Management | 0.01% | Add +41.1% | 520,520 | $8.7M |
| Boston Partners | 0.01% | Add +23.8% | 518,013 | $8.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 469,304 | $7.9M |
| Westfield Capital Management Co. LP | 0.03% | Reduce -15.2% | 459,467 | $7.7M |
| Cibc World Market Inc. | 0.02% | Reduce -18.1% | 454,693 | $7.6M |
| Cerity Partners LLC | 0.01% | Reduce -1.7% | 451,265 | $7.6M |
| Cubist Systematic Strategies, LLC | 0.11% | Add +363.7% | 446,154 | $7.5M |
| Federated Hermes, Inc. | 0.01% | Add +67.4% | 424,283 | $7.1M |
| Mariner, LLC | 0.01% | Add +5.7% | 402,045 | $6.7M |
| US Bancorp \de | 0.01% | Add +3.6% | 383,791 | $6.4M |
| Ethic Inc. | 0.10% | Add +5.3% | 376,969 | $6.3M |
| UBS Group AG | 0.00% | Reduce -19.8% | 371,861 | $6.2M |
| LPL Financial LLC | 0.00% | Reduce -30.4% | 368,464 | $6.2M |
| Sei Investments Co. | 0.01% | Add +23.7% | 363,307 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.8% | 363,324 | $6.1M |
| Moran Wealth Management, LLC | 0.16% | Add +3.3% | 320,272 | $5.4M |
| Eagle Global Advisors LLC | 0.20% | Reduce -1.9% | 305,000 | $5.1M |
| &partners | 0.03% | Add +17.2% | 296,416 | $5.0M |
| Quadrant Capital Group LLC | 0.15% | Add +0.8% | 279,348 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -3.8% | 271,486 | $4.5M |
| QRG Capital Management, Inc. | 0.05% | Reduce -37.4% | 265,369 | $4.4M |
| Augustine Asset Management Inc. | 0.89% | Reduce -0.2% | 265,068 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Add +11.3% | 264,583 | $4.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -2.8% | 244,131 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +45.2% | 237,985 | $4.0M |
| Gilman Hill Asset Management, LLC | 0.58% | Reduce -1.7% | 222,464 | $3.7M |
| Allianz SE | 0.08% | No change | 220,000 | $3.7M |
| Signaturefd, LLC | 0.06% | Add +1.0% | 217,598 | $3.6M |
| Callan Family Office, LLC | 0.12% | Reduce -10.8% | 216,012 | $3.6M |
| Forum Financial Management, LP | 0.05% | No change | 209,587 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 208,650 | $3.5M |
| Massar Capital Management, LP | 1.20% | Reduce -60.0% | 200,000 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.6% | 194,991 | $3.3M |
| Vident Advisory, LLC | 0.03% | Add +14.3% | 194,846 | $3.3M |
| Factory Mutual Insurance Co. | 0.03% | New | 188,992 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.1% | 184,946 | $3.1M |
| BTC Capital Management, Inc. | 0.21% | Add +11.4% | 184,917 | $3.1M |
| Greenleaf Trust | 0.03% | Reduce 0.0% | 170,091 | $2.8M |
| Vise Technologies, Inc. | 0.10% | Add +7.4% | 156,901 | $2.6M |
| Naviter Wealth, LLC | 0.30% | Add +3.7% | 156,556 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -29.5% | 155,951 | $2.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Reduce -1.3% | 155,405 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -41.9% | 153,278 | $2.6M |
| Calamos Wealth Management LLC | 0.09% | Add +8.5% | 150,650 | $2.5M |
| Parr McKnight Wealth Management Group, LLC | 0.33% | Add +0.6% | 150,136 | $2.5M |
| Caprock Group, LLC | 0.06% | — | 151,332 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -20.4% | 131,515 | $2.2M |
| William Blair Investment Management, LLC | 0.01% | Reduce -0.1% | 131,093 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 126,565 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +26.4% | 126,229 | $2.1M |
| Ritholtz Wealth Management | 0.04% | Reduce -0.9% | 126,194 | $2.1M |
| Bank of Montreal | 0.00% | Add +8.6% | 119,655 | $2.0M |
| Myriad Asset Management US LP | 1.06% | Reduce -31.2% | 116,634 | $2.0M |
| Engineers Gate Manager LP | 0.02% | New | 111,532 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +77.5% | 111,161 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | New | 110,960 | $1.9M |
| Pekin Hardy Strauss, Inc. | 0.18% | Add +14.3% | 107,225 | $1.8M |
| Evergreen Capital Management LLC | 0.04% | Add +26.5% | 105,349 | $1.8M |
| Point72 Asset Management | 0.00% | Reduce -59.0% | 104,300 | $1.7M |
| HRT Financial LP | 0.01% | New | 103,996 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.8% | 101,825 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +72.7% | 101,571 | $1.7M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.30% | New | 100,000 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -15.4% | 98,901 | $1.7M |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.