Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q4 2025 (December 31)423holders +27
56new positions
37sold out
8famous investors
$19.33avg. 13F price*
At the end of Q4 2025, 423 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 27 from Q3 2025. 56 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($416.4M), FMR LLC ($236.7M) and Goldman Sachs Group Inc. ($212.7M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $17.4M |
| Exits | 37 | $18.3M |
All 13F filers, Q3 2025 → Q4 2025: 10,084,941 shares bought and 7,125,594 shares sold, net +2,959,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Morgan Stanley | 0.02% | Add +1.9% | 21,541,139 | $416.4M |
| FMR LLC | 0.01% | Add +13.7% | 12,247,737 | $236.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.5% | 11,003,838 | $212.7M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 7,157,740 | $138.4M |
| Northern Trust Corp. | 0.01% | Add +6.2% | 6,099,005 | $117.9M |
| Clark Capital Management Group, Inc. | 0.49% | Reduce -0.9% | 4,105,864 | $79.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.5% | 2,872,812 | $55.5M |
| American Century Companies Inc. | 0.02% | Add +15.0% | 2,343,002 | $45.3M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 2,151,904 | $41.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.2% | 2,058,315 | $39.8M |
| Renaissance Technologies | 0.06% | Reduce -15.7% | 1,924,517 | $37.2M |
| Fisher Asset Management | 0.01% | Add +8.0% | 1,646,997 | $31.8M |
| Bank of America Corp. | 0.00% | Add +5.9% | 1,527,195 | $29.5M |
| Quantinno Capital Management LP | 0.05% | Add +21.6% | 1,370,588 | $26.5M |
| Jane Street Group, LLC | 0.03% | Add +1246.6% | 1,318,753 | $25.5M |
| Causeway Capital Management LLC | 0.31% | Add +47.0% | 1,177,274 | $22.8M |
| Capital Wealth Planning, LLC | 0.14% | Add +37.6% | 1,083,145 | $21.1M |
| Invesco Ltd. | 0.00% | Reduce -6.4% | 1,003,451 | $19.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.0% | 886,131 | $17.1M |
| Massachusetts Financial Services Co. | 0.00% | Add +14.5% | 736,467 | $14.2M |
| UBS Group AG | 0.00% | Add +96.7% | 731,255 | $14.1M |
| Anderson Hoagland & Co. | 1.21% | Reduce -0.8% | 727,579 | $14.1M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 711,130 | $13.7M |
| JPMorgan Chase & Co. | 0.00% | Add +32.3% | 711,065 | $13.7M |
| Ramirez Asset Management, Inc. | 1.81% | Add +3.5% | 710,653 | $13.7M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +9.8% | 692,443 | $13.4M |
| Creative Planning | 0.01% | Add +18.1% | 662,822 | $12.8M |
| AQR Capital Management | 0.01% | Add +23.9% | 644,757 | $12.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.7% | 609,928 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -14.3% | 602,784 | $11.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -15.7% | 600,909 | $11.6M |
| Pathstone Holdings, LLC | 0.04% | Add +8.6% | 584,325 | $11.3M |
| Federated Hermes, Inc. | 0.02% | Add +28.2% | 543,985 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +13.5% | 532,736 | $10.3M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -36.8% | 529,486 | $10.2M |
| Boston Partners | 0.01% | Reduce -6.7% | 483,561 | $9.4M |
| Crossmark Global Holdings, Inc. | 0.13% | Reduce -13.1% | 462,908 | $8.9M |
| Cibc World Market Inc. | 0.02% | Add +0.5% | 456,766 | $8.8M |
| Westfield Capital Management Co. LP | 0.04% | Reduce -1.3% | 453,681 | $8.8M |
| Cerity Partners LLC | 0.01% | Reduce -4.9% | 429,101 | $8.3M |
| LPL Financial LLC | 0.00% | Add +15.7% | 426,347 | $8.2M |
| Citadel Advisors | 0.01% | Add +762.4% | 425,691 | $8.2M |
| Sei Investments Co. | 0.01% | Add +15.4% | 419,198 | $8.1M |
| Point72 Asset Management | 0.01% | Add +293.5% | 410,466 | $7.9M |
| Mariner, LLC | 0.01% | Add +1.9% | 409,755 | $7.9M |
| Ethic Inc. | 0.11% | Add +2.1% | 385,023 | $7.4M |
| Moran Wealth Management, LLC | 0.22% | Add +18.5% | 379,568 | $7.3M |
| &partners | 0.04% | Add +18.6% | 351,606 | $6.8M |
| Toronto Dominion Bank | 0.01% | Reduce -75.0% | 341,835 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Add +38.9% | 330,517 | $6.4M |
| US Bancorp \de | 0.01% | Reduce -16.2% | 321,641 | $6.2M |
| Massar Capital Management, LP | 1.22% | Add +60.0% | 320,000 | $6.2M |
| Eagle Global Advisors LLC | 0.21% | Reduce -2.0% | 299,000 | $5.8M |
| Quadrant Capital Group LLC | 0.16% | Add +0.2% | 279,861 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 278,186 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +3.7% | 274,358 | $5.3M |
| QRG Capital Management, Inc. | 0.06% | Add +2.4% | 271,635 | $5.3M |
| Augustine Asset Management Inc. | 1.02% | Reduce -0.5% | 263,673 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -66.0% | 260,698 | $5.0M |
| Callan Family Office, LLC | 0.10% | Add +16.1% | 250,706 | $4.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | New | 234,111 | $4.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -6.6% | 227,943 | $4.4M |
| Signaturefd, LLC | 0.07% | Add +1.5% | 220,927 | $4.3M |
| Allianz SE | 0.05% | No change | 220,000 | $4.3M |
| Gilman Hill Asset Management, LLC | 0.66% | Reduce -3.3% | 215,131 | $4.2M |
| Forum Financial Management, LP | 0.05% | No change | 209,587 | $4.1M |
| Vise Technologies, Inc. | 0.08% | Add +33.0% | 208,707 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 206,607 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 190,855 | $3.7M |
| Factory Mutual Insurance Co. | 0.04% | No change | 188,992 | $3.7M |
| Vident Advisory, LLC | 0.03% | Reduce -3.5% | 188,070 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.4% | 184,256 | $3.6M |
| Tudor Investment Corporation | 0.02% | Reduce -81.4% | 172,858 | $3.3M |
| Greenleaf Trust | 0.03% | Reduce -0.2% | 169,678 | $3.3M |
| XTX Topco Ltd | 0.09% | Add +198.2% | 168,140 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +25.0% | 164,352 | $3.2M |
| Calamos Wealth Management LLC | 0.11% | Add +5.8% | 159,424 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +25.2% | 158,019 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.6% | 154,946 | $3.0M |
| Caprock Group, LLC | 0.06% | Add +1.7% | 153,875 | $3.0M |
| CIBC Asset Management Inc | 0.01% | Add +76.4% | 153,883 | $2.9M |
| Assetmark, Inc. | 0.01% | Add +47.8% | 150,140 | $2.9M |
| Parr McKnight Wealth Management Group, LLC | 0.37% | Reduce -2.5% | 146,417 | $2.8M |
| First Trust Advisors LP | 0.00% | Reduce -8.4% | 140,320 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +176.4% | 133,525 | $2.6M |
| Naviter Wealth, LLC | 0.33% | Reduce -15.8% | 131,837 | $2.5M |
| Abc Arbitrage SA | 0.24% | Add +41.0% | 130,260 | $2.5M |
| Ritholtz Wealth Management | 0.05% | Add +1.2% | 127,652 | $2.5M |
| William Blair Investment Management, LLC | 0.01% | Reduce -5.1% | 124,444 | $2.4M |
| Ieq Capital, LLC | 0.01% | Add +11.4% | 123,809 | $2.4M |
| BTC Capital Management, Inc. | 0.16% | Reduce -35.0% | 120,185 | $2.3M |
| XY Capital Ltd | 2.35% | Add +72.5% | 119,922 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Add +20.7% | 117,464 | $2.3M |
| DV Equities, LLC | 0.41% | — | 116,921 | $2.3M |
| Pekin Hardy Strauss, Inc. | 0.20% | Add +6.3% | 113,975 | $2.2M |
| Walleye Capital LLC | 0.01% | New | 111,238 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Add +23.8% | 108,880 | $2.1M |
| Gradient Investments LLC | 0.03% | Add +48.4% | 108,832 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +18.2% | 108,422 | $2.1M |
| Compound Planning, Inc. | 0.06% | Add +17.1% | 105,188 | $2.0M |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.