Security key
86562M209
SUMITOMO MITSUI FINANCIAL GROUP, INC. - SPONSORED ADR (SMFG)
CUSIP: 86562M209
Q2 2015 13F Holders as of 30 Jun 2015
- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 150,135,357
- Share change
- -1,150,632
- Total reported value
- $1,334,643,675
- Put/Call ratio
- 0%
- Price per share
- $8.89
- Number of holders
- 169
- Value change
- -$8,661,783
- Number of buys
- 85
- Number of sells
- 72
Report period
Q2 2015
Institutions
169
Top holders
10
SMFG full security history
Newer quarter: Q3 2015
Previous quarter: Q1 2015
SUMITOMO MITSUI FINANCIAL GROUP, INC. SEC filings
SUMITOMO MITSUI FINANCIAL GROUP, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 86562M209
Recent filing periods:
Top shareholders of SMFG - SUMITOMO MITSUI FINANCIAL GROUP, INC. - SPONSORED ADR (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
13F
Large-stake signal
No latest 13D/G holder appears in this grouped view.
Evidence coverage
50 holder rows
Latest evidence as of 31 Mar 2015.
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Capital World Investors |
13F
Company
|
—
class O/S missing
|
$208,980,000
27,000,000 shares
|
— | 31 Mar 2015 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$164,891,000
21,303,597 shares
|
— | 31 Mar 2015 |
| MANAGED ACCOUNT ADVISORS LLC |
13F
Company
|
—
class O/S missing
|
$129,160,000
16,687,406 shares
|
— | 31 Mar 2015 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$115,480,000
14,919,963 shares
|
— | 31 Mar 2015 |
| CAMBIAR INVESTORS LLC |
13F
Company
|
—
class O/S missing
|
$94,024,000
12,147,808 shares
|
— | 31 Mar 2015 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$58,534,000
7,562,368 shares
|
— | 31 Mar 2015 |
| NORTHERN TRUST CORP |
13F
Company
|
—
class O/S missing
|
$41,865,000
5,408,948 shares
|
— | 31 Mar 2015 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$34,987,000
4,520,400 shares
|
— | 31 Mar 2015 |
| Clearbridge Investments, LLC |
13F
Company
|
—
class O/S missing
|
$21,155,000
2,733,186 shares
|
— | 31 Mar 2015 |
| JPMORGAN CHASE & CO |
13F
Company
|
—
class O/S missing
|
$21,126,000
2,729,384 shares
|
— | 31 Mar 2015 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
Company
|
—
class O/S missing
|
$19,352,000
2,500,284 shares
|
— | 31 Mar 2015 |
| D. E. Shaw & Co., Inc. |
13F
Company
|
—
class O/S missing
|
$16,878,000
2,180,561 shares
|
— | 31 Mar 2015 |
| CAUSEWAY CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$16,810,000
2,171,860 shares
|
— | 31 Mar 2015 |
| Aperio Group, LLC |
13F
Company
|
—
class O/S missing
|
$15,357,000
1,984,133 shares
|
— | 31 Mar 2015 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
—
class O/S missing
|
$14,190,000
1,833,353 shares
|
— | 31 Mar 2015 |
| RENAISSANCE GROUP LLC |
13F
Company
|
—
class O/S missing
|
$13,139,000
1,697,532 shares
|
— | 31 Mar 2015 |
| WBI INVESTMENTS, LLC |
13F
Company
|
—
class O/S missing
|
$8,206,000
1,060,223 shares
|
— | 31 Mar 2015 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
—
class O/S missing
|
$7,751,000
1,001,400 shares
|
— | 31 Mar 2015 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$7,071,000
913,577 shares
|
— | 31 Mar 2015 |
| CAPSTONE ASSET MANAGEMENT CO |
13F
Company
|
—
class O/S missing
|
$6,972,000
900,799 shares
|
— | 31 Mar 2015 |
| ORBIS HOLDINGS LTD |
13F
Company
|
—
class O/S missing
|
$6,611,000
854,112 shares
|
— | 31 Mar 2015 |
| NATIXIS ADVISORS, LLC |
13F
Company
|
—
class O/S missing
|
$5,920,000
764,824 shares
|
— | 31 Mar 2015 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$5,762,000
744,504 shares
|
— | 31 Mar 2015 |
| Freedom Investment Management, Inc. |
13F
Company
|
—
class O/S missing
|
$5,284,000
682,700 shares
|
— | 31 Mar 2015 |
| GRATRY & Co LLC |
13F
Company
|
—
class O/S missing
|
$5,168,000
667,715 shares
|
— | 31 Mar 2015 |
| RAYMOND JAMES & ASSOCIATES |
13F
Company
|
—
class O/S missing
|
$4,934,000
637,455 shares
|
— | 31 Mar 2015 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
—
class O/S missing
|
$4,921,107
635,802 shares
|
— | 31 Mar 2015 |
| SUNTRUST BANKS INC |
13F
Company
|
—
class O/S missing
|
$4,871,000
629,578 shares
|
— | 31 Mar 2015 |
| TRUIST FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$4,806,000
620,885 shares
|
— | 31 Mar 2015 |
| DREMAN VALUE MANAGEMENT, L L C |
13F
Company
|
—
class O/S missing
|
$4,731,000
611,193 shares
|
— | 31 Mar 2015 |
| CAPITAL GUARDIAN TRUST CO |
13F
Company
|
—
class O/S missing
|
$4,168,000
538,552 shares
|
— | 31 Mar 2015 |
| CASTLEARK MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$3,909,000
505,000 shares
|
— | 31 Mar 2015 |
| Foyston, Gordon & Payne Inc |
13F
Company
|
—
class O/S missing
|
$3,886,000
502,034 shares
|
— | 31 Mar 2015 |
| US BANCORP \DE\ |
13F
Company
|
—
class O/S missing
|
$3,678,000
475,170 shares
|
— | 31 Mar 2015 |
| RIVERHEAD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$3,654,000
472,100 shares
|
— | 31 Mar 2015 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$3,237,000
418,303 shares
|
— | 31 Mar 2015 |
| People's United Financial, Inc. |
13F
Company
|
—
class O/S missing
|
$3,224,000
416,570 shares
|
— | 31 Mar 2015 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,158,000
407,970 shares
|
— | 31 Mar 2015 |
| LORD, ABBETT & CO. LLC |
13F
Company
|
—
class O/S missing
|
$2,935,000
379,111 shares
|
— | 31 Mar 2015 |
| COMERICA BANK |
13F
Company
|
—
class O/S missing
|
$2,930,000
378,586 shares
|
— | 31 Mar 2015 |
| Matterhorn Capital Management, LLC |
13F
Company
|
—
class O/S missing
|
$2,904,000
375,138 shares
|
— | 31 Mar 2015 |
| M&T BANK CORP |
13F
Company
|
—
class O/S missing
|
$2,818,000
364,013 shares
|
— | 31 Mar 2015 |
| World Asset Management Inc |
13F
Company
|
—
class O/S missing
|
$2,778,000
358,877 shares
|
— | 31 Mar 2015 |
| Bank of New York Mellon Corp |
13F
Company
|
—
class O/S missing
|
$2,588,000
334,304 shares
|
— | 31 Mar 2015 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$2,431,000
315,350 shares
|
— | 31 Mar 2015 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
Company
|
—
class O/S missing
|
$2,337,000
301,846 shares
|
— | 31 Mar 2015 |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
Company
|
—
class O/S missing
|
$1,825,000
235,629 shares
|
— | 31 Mar 2015 |
| Invesco Ltd. |
13F
Company
|
—
class O/S missing
|
$1,740,000
224,770 shares
|
— | 31 Mar 2015 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
Company
|
—
class O/S missing
|
$1,731,000
223,679 shares
|
— | 31 Mar 2015 |
| CREDIT SUISSE AG/ |
13F
Company
|
—
class O/S missing
|
$1,616,000
208,773 shares
|
— | 31 Mar 2015 |
Institutional Holders of SUMITOMO MITSUI FINANCIAL GROUP, INC. - SPONSORED ADR (SMFG) as of Q2 2015
As of 30 Jun 2015,
SUMITOMO MITSUI FINANCIAL GROUP, INC. - SPONSORED ADR (SMFG) was held by
169 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
150,135,357 shares.
The largest 10 holders included
Capital World Investors, MORGAN STANLEY, CAMBIAR INVESTORS LLC, LAZARD ASSET MANAGEMENT LLC, MANAGED ACCOUNT ADVISORS LLC, NORTHERN TRUST CORP, WELLS FARGO & COMPANY/MN, Jefferies Group LLC, Clearbridge Investments, LLC, and Parametric Portfolio Associates LLC.
This page lists
169
institutional shareholders reporting positions in this security
for the Q2 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2015 vs Q1 2015 Across Filers
Q1 2015 holders
164
Q2 2015 holders
169
Holder diff
5
| Investor | Q1 2015 Shares | Q2 2015 Shares | Share Diff | Share Chg % | Q1 2015 Value $ | Q2 2015 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.