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

CUSIP: 86562M209

Q4 2018 13F Holders as of 31 Dec 2018

Type / Class
Equity / SPONSORED ADR
Total 13F shares
190,924,268
Share change
-3,802,589
Total reported value
$1,244,632,897
Price per share
$6.51
Number of holders
241
Value change
-$25,462,539
Number of buys
99
Number of sells
137

Security key

86562M209

Report period

Q4 2018

Institutions

241

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 the largest verified stakes, then open the linked filing trail.

Lead holder
Fisher Asset Management, LLC
13D/G signal
Evidence rows
50
Latest as of
30 Sep 2018
13F Highest disclosed value: $477,274,000
Holder Evidence Ownership % Position 12M Net Δ As of
Fisher Asset Management, LLC
13F
Company
13F
class O/S missing
$477,274,000
59,436,375 shares
30 Sep 2018
CAMBIAR INVESTORS LLC
13F
Company
13F
class O/S missing
$147,766,000
18,401,715 shares
30 Sep 2018
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$126,788,000
15,789,278 shares
30 Sep 2018
LAZARD ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$121,144,000
15,086,567 shares
30 Sep 2018
MORGAN STANLEY
13F
Company
13F
class O/S missing
$79,476,000
9,897,367 shares
30 Sep 2018
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$74,998,000
9,339,711 shares
30 Sep 2018
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$63,467,000
7,903,669 shares
30 Sep 2018
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
13F
class O/S missing
$59,534,000
7,414,007 shares
30 Sep 2018
Aperio Group, LLC
13F
Company
13F
class O/S missing
$36,958,000
4,602,539 shares
30 Sep 2018
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$23,999,000
2,988,622 shares
30 Sep 2018
CAUSEWAY CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$16,531,000
2,058,597 shares
30 Sep 2018
TODD ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$15,280,000
1,902,811 shares
30 Sep 2018
Crossmark Global Holdings, Inc.
13F
Company
13F
class O/S missing
$15,254,000
1,899,632 shares
30 Sep 2018
COWEN INC.
13F
Company
13F
class O/S missing
$15,233,000
1,897,000 shares
30 Sep 2018
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
class O/S missing
$12,389,000
1,542,891 shares
30 Sep 2018
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
class O/S missing
$10,857,106
1,352,068 shares
30 Sep 2018
Clearbridge Investments, LLC
13F
Company
13F
class O/S missing
$9,960,000
1,240,370 shares
30 Sep 2018
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
13F
Company
13F
class O/S missing
$9,909,000
1,234,000 shares
30 Sep 2018
FRANKLIN RESOURCES INC
13F
Company
13F
class O/S missing
$9,681,000
1,205,659 shares
30 Sep 2018
D. E. Shaw & Co., Inc.
13F
Company
13F
class O/S missing
$9,182,000
1,143,470 shares
30 Sep 2018
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
13F
class O/S missing
$9,010,000
1,121,894 shares
30 Sep 2018
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$8,967,000
1,116,692 shares
30 Sep 2018
FEDERATED HERMES, INC.
13F
Company
13F
class O/S missing
$8,179,000
1,018,518 shares
30 Sep 2018
NATIXIS ADVISORS, LLC
13F
Company
13F
class O/S missing
$7,731,000
962,799 shares
30 Sep 2018
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$7,575,000
943,407 shares
30 Sep 2018
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
13F
Company
13F
class O/S missing
$6,782,000
844,537 shares
30 Sep 2018
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$6,423,000
800,000 shares
30 Sep 2018
LMR Partners LLP
13F
Company
13F
class O/S missing
$6,410,000
794,640 shares
30 Sep 2018
US BANCORP \DE\
13F
Company
13F
class O/S missing
$6,249,000
778,074 shares
30 Sep 2018
BLAIR WILLIAM & CO/IL
13F
Company
13F
class O/S missing
$5,867,000
730,622 shares
30 Sep 2018
Bank of New York Mellon Corp
13F
Company
13F
class O/S missing
$5,411,000
673,835 shares
30 Sep 2018
STIFEL FINANCIAL CORP
13F
Company
13F
class O/S missing
$5,323,000
662,679 shares
30 Sep 2018
AMERIPRISE FINANCIAL INC
13F
Company
13F
class O/S missing
$5,260,000
655,331 shares
30 Sep 2018
SUNTRUST BANKS INC
13F
Company
13F
class O/S missing
$5,235,000
651,952 shares
30 Sep 2018
NINE MASTS CAPITAL Ltd
13F
Company
13F
class O/S missing
$4,468,000
553,325 shares
30 Sep 2018
ETRADE Capital Management LLC
13F
Company
13F
class O/S missing
$4,328,000
538,978 shares
30 Sep 2018
UBS Group AG
13F
Company
13F
class O/S missing
$4,169,000
519,256 shares
30 Sep 2018
COMERICA BANK
13F
Company
13F
class O/S missing
$3,657,000
470,737 shares
30 Sep 2018
TRUIST FINANCIAL CORP
13F
Company
13F
class O/S missing
$3,567,000
444,238 shares
30 Sep 2018
M&T BANK CORP
13F
Company
13F
class O/S missing
$3,447,000
429,233 shares
30 Sep 2018
BRINKER CAPITAL INC
13F
Company
13F
class O/S missing
$3,280,000
408,463 shares
30 Sep 2018
Orbis Allan Gray Ltd
13F
Company
13F
class O/S missing
$2,975,000
370,458 shares
30 Sep 2018
EVERGREEN CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$2,554,000
318,031 shares
30 Sep 2018
Advisors Asset Management, Inc.
13F
Company
13F
class O/S missing
$2,517,000
313,431 shares
30 Sep 2018
TWO SIGMA ADVISERS, LP
13F
Company
13F
class O/S missing
$2,505,000
312,000 shares
30 Sep 2018
BBVA USA Bancshares, Inc.
13F
Company
13F
class O/S missing
$2,468,000
307,428 shares
30 Sep 2018
ACCIDENT COMPENSATION CORP
13F
Company
13F
class O/S missing
$2,442,000
304,092 shares
30 Sep 2018
SEI INVESTMENTS CO
13F
Company
13F
class O/S missing
$2,054,000
250,942 shares
30 Sep 2018
Invesco Ltd.
13F
Company
13F
class O/S missing
$1,990,000
247,910 shares
30 Sep 2018
REGIONS FINANCIAL CORP
13F
Company
13F
class O/S missing
$1,830,000
227,841 shares
30 Sep 2018
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 Q4 2018

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

Institutions
241
Shares
190,924,268
Rows loaded
242
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2018 vs Q3 2018 Across Filers

Q3 2018 holders
226
Q4 2018 holders
241
Holder diff
15
Investor Q3 2018 Shares Q4 2018 Shares Share Diff Share Chg % Q3 2018 Value $ Q4 2018 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.
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