Sumitomo Mitsui-Spons ADRSMFG

13F holders, Q3 2025 (September 30)
396holders +25
56new positions
31sold out
8famous investors
$16.74avg. 13F price*

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

0100200300400500 Q1 2024: 309Q1 2024Q2 2024: 324Q2 2024Q3 2024: 333Q3 2024Q4 2024: 348Q4 2024Q1 2025: 358Q1 2025Q2 2025: 371Q2 2025Q3 2025: 396Q3 2025Q4 2025: 423Q4 2025Q1 2026: 444Q1 2026Q2 2026: 462Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions56$61.3M
Exits31$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.

Show all 396 holders