SUMITOMO MITSUI FINANCIAL GROUP, INC. - SPONSORED ADR (SMFG)

CUSIP: 86562M209

Q1 2018 13F Holders as of 31 Mar 2018

Type / Class
Equity / SPONSORED ADR
Total 13F shares
191,293,737
Share change
+5,473,540
Total reported value
$1,625,950,870
Price per share
$8.50
Number of holders
223
Value change
+$46,401,328
Number of buys
124
Number of sells
81

Security key

86562M209

Report period

Q1 2018

Institutions

223

Top holders

10

Ownership snapshot

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 comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Fisher Asset Management, LLC
13D/G signal
Evidence rows
50
Latest as of
31 Dec 2017
13F Highest disclosed value: $460,105,000 Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Fisher Asset Management, LLC
13F
Company
13F
class O/S missing
$460,105,000
52,946,471 shares
31 Dec 2017
CAMBIAR INVESTORS LLC
13F
Company
13F
class O/S missing
$219,529,000
25,262,202 shares
31 Dec 2017
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$177,035,000
20,372,397 shares
31 Dec 2017
LAZARD ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$120,560,000
13,873,521 shares
31 Dec 2017
MORGAN STANLEY
13F
Company
13F
class O/S missing
$82,487,000
9,492,130 shares
31 Dec 2017
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$82,466,000
9,489,872 shares
31 Dec 2017
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
13F
class O/S missing
$54,577,000
6,280,492 shares
31 Dec 2017
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$40,250,000
4,631,852 shares
31 Dec 2017
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
Aperio Group, LLC
13F
Company
13F
class O/S missing
$33,479,000
3,852,586 shares
31 Dec 2017
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$21,279,000
2,448,711 shares
31 Dec 2017
CAUSEWAY CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$19,611,000
2,256,701 shares
31 Dec 2017
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
class O/S missing
$18,437,000
2,121,579 shares
31 Dec 2017
NATIXIS ADVISORS, LLC
13F
Company
13F
class O/S missing
$16,976,000
1,953,676 shares
31 Dec 2017
Crossmark Global Holdings, Inc.
13F
Company
13F
class O/S missing
$16,772,000
1,930,017 shares
31 Dec 2017
Orbis Allan Gray Ltd
13F
Company
13F
class O/S missing
$13,940,000
1,604,133 shares
31 Dec 2017
TODD ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$12,458,000
1,433,528 shares
31 Dec 2017
FRANKLIN RESOURCES INC
13F
Company
13F
class O/S missing
$11,170,000
1,285,383 shares
31 Dec 2017
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$10,813,000
1,244,119 shares
31 Dec 2017
Clearbridge Investments, LLC
13F
Company
13F
class O/S missing
$10,395,000
1,196,186 shares
31 Dec 2017
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
13F
Company
13F
class O/S missing
$8,534,000
982,000 shares
31 Dec 2017
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$8,163,000
939,505 shares
31 Dec 2017
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
class O/S missing
$7,750,298
891,864 shares
31 Dec 2017
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$6,534,000
751,833 shares
31 Dec 2017
BLAIR WILLIAM & CO/IL
13F
Company
13F
class O/S missing
$5,781,000
665,252 shares
31 Dec 2017
US BANCORP \DE\
13F
Company
13F
class O/S missing
$5,694,000
655,286 shares
31 Dec 2017
STIFEL FINANCIAL CORP
13F
Company
13F
class O/S missing
$5,676,000
652,516 shares
31 Dec 2017
CAPITAL GUARDIAN TRUST CO
13F
Company
13F
class O/S missing
$5,492,000
632,044 shares
31 Dec 2017
SEI INVESTMENTS CO
13F
Company
13F
class O/S missing
$5,363,000
617,165 shares
31 Dec 2017
D. E. Shaw & Co., Inc.
13F
Company
13F
class O/S missing
$5,307,000
610,674 shares
31 Dec 2017
BRINKER CAPITAL INC
13F
Company
13F
class O/S missing
$4,739,000
545,336 shares
31 Dec 2017
AMERIPRISE FINANCIAL INC
13F
Company
13F
class O/S missing
$4,676,000
538,033 shares
31 Dec 2017
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
13F
class O/S missing
$4,610,000
530,538 shares
31 Dec 2017
TRUIST FINANCIAL CORP
13F
Company
13F
class O/S missing
$4,325,000
497,565 shares
31 Dec 2017
Altshuler Shaham Ltd
13F
Company
13F
class O/S missing
$4,267,000
150,000 shares
31 Dec 2017
UBS Group AG
13F
Company
13F
class O/S missing
$4,265,000
490,751 shares
31 Dec 2017
SUNTRUST BANKS INC
13F
Company
13F
class O/S missing
$4,227,000
486,396 shares
31 Dec 2017
Bank of New York Mellon Corp
13F
Company
13F
class O/S missing
$4,222,000
485,792 shares
31 Dec 2017
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
class O/S missing
$4,023,000
462,918 shares
31 Dec 2017
COMERICA BANK
13F
Company
13F
class O/S missing
$3,986,000
418,635 shares
31 Dec 2017
M&T BANK CORP
13F
Company
13F
class O/S missing
$3,790,000
436,145 shares
31 Dec 2017
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$3,631,000
417,878 shares
31 Dec 2017
World Asset Management Inc
13F
Company
13F
class O/S missing
$3,474,000
399,740 shares
31 Dec 2017
ETRADE Capital Management LLC
13F
Company
13F
class O/S missing
$3,296,000
379,230 shares
31 Dec 2017
NINE MASTS CAPITAL Ltd
13F
Company
13F
class O/S missing
$3,086,000
357,041 shares
31 Dec 2017
ACCIDENT COMPENSATION CORP
13F
Company
13F
class O/S missing
$2,933,000
337,534 shares
31 Dec 2017
Advisors Asset Management, Inc.
13F
Company
13F
class O/S missing
$2,696,000
310,289 shares
31 Dec 2017
EVERGREEN CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$2,616,000
301,050 shares
31 Dec 2017
REGIONS FINANCIAL CORP
13F
Company
13F
class O/S missing
$2,550,000
293,433 shares
31 Dec 2017
Janney Montgomery Scott LLC
13F
Company
13F
class O/S missing
$2,423,000
278,772 shares
31 Dec 2017
Capital Bank & Trust Co
13F
Company
13F
class O/S missing
$2,393,000
275,412 shares
31 Dec 2017
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.

13F holder rows

Institutional holders as of Q1 2018

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
223
Shares
191,293,737
Rows loaded
224
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q1 2018 vs Q4 2017 Across Filers

Q4 2017 holders
223
Q1 2018 holders
223
Holder diff
0
Investor Q4 2017 Shares Q1 2018 Shares Share Diff Share Chg % Q4 2017 value Q1 2018 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .