Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q1 2026 (March 31)444holders +21
58new positions
32sold out
6famous investors
$19.76avg. 13F price*
At the end of Q1 2026, 444 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 21 from Q4 2025. 58 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($453.4M), FMR LLC ($248.2M) and Goldman Sachs Group Inc. ($211.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $72.6M |
| Exits | 32 | $37.0M |
All 13F filers, Q4 2025 → Q1 2026: 13,297,445 shares bought and 5,092,225 shares sold, net +8,205,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 444 holders
| Morgan Stanley | 0.03% | Add +6.6% | 22,958,371 | $453.4M |
| FMR LLC | 0.01% | Add +2.6% | 12,569,371 | $248.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -2.7% | 10,708,002 | $211.5M |
| BlackRock, Inc. | 0.00% | Add +7.3% | 7,681,566 | $151.7M |
| Northern Trust Corp. | 0.02% | Add +1.5% | 6,189,655 | $122.2M |
| Clark Capital Management Group, Inc. | 0.46% | Reduce -7.9% | 3,782,399 | $74.7M |
| Fisher Asset Management | 0.02% | Add +94.1% | 3,196,927 | $63.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.6% | 3,090,741 | $61.0M |
| American Century Companies Inc. | 0.03% | Add +28.4% | 3,008,905 | $59.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.0% | 2,201,284 | $43.5M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 2,160,619 | $42.7M |
| Bank of America Corp. | 0.00% | Add +20.9% | 1,846,335 | $36.5M |
| Renaissance Technologies | 0.05% | Reduce -9.1% | 1,749,272 | $34.5M |
| Ferguson Wellman Capital Management, Inc. | 0.46% | New | 1,711,455 | $33.8M |
| Quantinno Capital Management LP | 0.05% | Add +17.9% | 1,615,819 | $31.9M |
| Capital Wealth Planning, LLC | 0.14% | Add +20.6% | 1,305,755 | $25.8M |
| Causeway Capital Management LLC | 0.31% | Add +7.6% | 1,267,248 | $25.0M |
| Jane Street Group, LLC | 0.03% | Reduce -5.6% | 1,244,903 | $24.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +23.0% | 1,089,747 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Add +29.1% | 918,315 | $17.5M |
| Massachusetts Financial Services Co. | 0.01% | Add +16.0% | 854,599 | $16.9M |
| AQR Capital Management | 0.01% | Add +31.1% | 845,222 | $16.7M |
| Creative Planning | 0.01% | Add +15.3% | 764,584 | $15.1M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +7.0% | 740,634 | $14.6M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 739,781 | $14.6M |
| Anderson Hoagland & Co. | 1.23% | Reduce -0.3% | 725,248 | $14.3M |
| Natixis Advisors, LLC | 0.02% | Add +16.1% | 699,894 | $13.8M |
| UBS Group AG | 0.00% | Reduce -13.1% | 635,267 | $12.5M |
| Invesco Ltd. | 0.00% | Reduce -37.9% | 623,035 | $12.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -5.7% | 575,259 | $11.9M |
| Pathstone Holdings, LLC | 0.05% | Add +1.1% | 590,654 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 559,790 | $11.1M |
| Cerity Partners LLC | 0.01% | Add +10.6% | 474,705 | $9.4M |
| Crossmark Global Holdings, Inc. | 0.14% | Add +2.5% | 474,683 | $9.4M |
| LPL Financial LLC | 0.00% | Add +10.0% | 468,793 | $9.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +1901.7% | 459,656 | $9.1M |
| Westfield Capital Management Co. LP | 0.04% | Add +0.9% | 457,584 | $9.0M |
| Cibc World Market Inc. | 0.02% | Reduce -0.9% | 452,860 | $8.9M |
| Boston Partners | 0.01% | Reduce -9.6% | 437,159 | $8.7M |
| Mariner, LLC | 0.01% | Add +6.2% | 435,188 | $8.6M |
| Sei Investments Co. | 0.01% | Add +3.0% | 431,723 | $8.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -24.1% | 412,872 | $8.2M |
| Moran Wealth Management, LLC | 0.24% | Add +6.7% | 404,869 | $8.0M |
| Ramirez Asset Management, Inc. | 0.96% | Reduce -43.3% | 402,811 | $8.0M |
| Ethic Inc. | 0.12% | Add +4.3% | 401,745 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +21.7% | 402,311 | $7.9M |
| &partners | 0.04% | Add +4.2% | 366,517 | $7.1M |
| QRG Capital Management, Inc. | 0.07% | Add +27.3% | 345,653 | $6.8M |
| Toronto Dominion Bank | 0.01% | Reduce -4.1% | 327,910 | $6.5M |
| US Bancorp \de | 0.01% | Add +0.9% | 324,514 | $6.4M |
| Massar Capital Management, LP | 1.26% | No change | 320,000 | $6.3M |
| CCM Investment Advisers LLC | 0.58% | New | 305,762 | $6.0M |
| Eagle Global Advisors LLC | 0.21% | Reduce -1.7% | 294,000 | $5.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -45.1% | 290,698 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +2.4% | 284,919 | $5.6M |
| Quadrant Capital Group LLC | 0.17% | Add +0.4% | 280,981 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 273,754 | $5.4M |
| Citadel Advisors | 0.00% | Reduce -37.6% | 265,505 | $5.2M |
| Augustine Asset Management Inc. | 1.18% | Add +0.2% | 264,238 | $5.2M |
| Vident Advisory, LLC | 0.04% | Add +38.2% | 259,972 | $5.1M |
| Callan Family Office, LLC | 0.11% | Add +2.0% | 255,668 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 253,890 | $5.0M |
| Assetmark, Inc. | 0.01% | Add +64.1% | 246,343 | $4.9M |
| Gradient Investments LLC | 0.07% | Add +117.5% | 236,764 | $4.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.10% | Add +0.6% | 235,570 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Add +13.9% | 235,290 | $4.6M |
| Factory Mutual Insurance Co. | 0.05% | Add +21.9% | 230,432 | $4.6M |
| Citigroup Inc. | 0.00% | Add +436.1% | 228,388 | $4.5M |
| Signaturefd, LLC | 0.07% | Add +1.7% | 224,694 | $4.4M |
| Allianz SE | 0.05% | Add +0.9% | 221,970 | $4.4M |
| Gilman Hill Asset Management, LLC | 0.62% | Reduce -3.9% | 206,809 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.4% | 204,898 | $4.0M |
| Vise Technologies, Inc. | 0.08% | No change | 208,707 | $4.0M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -12.0% | 200,534 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +18.1% | 194,022 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +38.3% | 193,986 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +22.2% | 193,136 | $3.8M |
| Calamos Wealth Management LLC | 0.13% | Add +16.2% | 185,280 | $3.7M |
| Calamos Advisors LLC | 0.02% | New | 185,280 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.9% | 176,990 | $3.5M |
| XY Capital Ltd | 3.80% | Add +46.4% | 175,608 | $3.5M |
| DJE Kapital AG | 0.07% | New | 100,470 | $3.4M |
| Aquatic Capital Management LLC | 0.09% | New | 165,045 | $3.3M |
| Point72 Asset Management | 0.01% | Reduce -61.2% | 159,100 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +54.1% | 152,886 | $3.0M |
| Caprock Group, LLC | 0.07% | Reduce -4.7% | 146,641 | $2.9M |
| Ieq Capital, LLC | 0.01% | Add +17.5% | 145,491 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +8.6% | 145,062 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +30.8% | 142,377 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +18.8% | 139,590 | $2.8M |
| Parr McKnight Wealth Management Group, LLC | 0.36% | Reduce -5.7% | 138,081 | $2.7M |
| Greenleaf Trust | 0.03% | Reduce -19.6% | 136,337 | $2.7M |
| Ritholtz Wealth Management | 0.05% | Add +6.8% | 136,324 | $2.7M |
| Naviter Wealth, LLC | 0.34% | Add +3.1% | 135,945 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +532.0% | 134,555 | $2.7M |
| Integrated Quantitative Investments LLC | 0.47% | Add +100.0% | 130,762 | $2.6M |
| Dorsey Wright & Associates | 0.31% | Add +39.1% | 128,228 | $2.5M |
| Barometer Capital Management Inc. | 0.86% | New | 126,900 | $2.5M |
| Diversify Wealth Management, LLC | 0.04% | Add +38.9% | 119,247 | $2.5M |
| BTC Capital Management, Inc. | 0.16% | Add +2.0% | 122,559 | $2.4M |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.