Sumitomo Mitsui TR-Spon ADRSUTNY

13F holders, Q1 2025 (March 31)
8holders +1
2new positions
1sold out
$5.04avg. 13F price*

At the end of Q1 2025, 8 institutions reported holding Sumitomo Mitsui TR-Spon ADR (SUTNY) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Great Lakes Advisors, LLC ($2.2M), Hantz Financial Services, Inc. ($1.9M) and CHICAGO TRUST Co NA ($292K).

Company
Sumitomo Mitsui TR-Spon ADR
CUSIP
86562X106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 7Q1 2024Q2 2024: 7Q2 2024Q3 2024: 7Q3 2024Q4 2024: 7Q4 2024Q1 2025: 8Q1 2025Q2 2025: 10Q2 2025Q3 2025: 8Q3 2025Q4 2025: 8Q4 2025Q1 2026: 8Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$4K
Exits1$78K

All 13F filers, Q4 2024 → Q1 2025: 70,763 shares bought and 24,877 shares sold, net +45,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Great Lakes Advisors, LLC 0.02% Add +16.6% 433,424 $2.2M
Hantz Financial Services, Inc. 0.03% Reduce -1.7% 386,179 $1.9M
CHICAGO TRUST Co NA 0.05% Add +16.7% 58,666 $292K
Yousif Capital Management, LLC 0.00% No change 54,952 $273K
Rhumbline Advisers 0.00% Reduce -3.7% 41,864 $211K
GAMMA Investing LLC 0.00% No change 4,757 $24K
Brooklyn Investment Group 0.00% New 440 $2K
First Horizon Advisors, Inc. 0.00% New 263 $1K

"% of holder's portfolio" is SUTNY's weight in each manager's 13F, not the share of Sumitomo Mitsui TR-Spon ADR the manager owns.