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

CUSIP: 86562M209

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / SPONSORED ADR
Total 13F shares
108,855,082
Share change
-770,006
Total reported value
$936,598,229
Put/Call ratio
28%
Price per share
$8.60
Number of holders
263
Value change
-$4,013,798
Number of buys
141
Number of sells
103

Security key

86562M209

Report period

Q2 2023

Institutions

263

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
MORGAN STANLEY
13D/G signal
Evidence rows
50
Latest as of
31 Mar 2023
13F Highest disclosed value: $95,576,197
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
class O/S missing
$95,576,197
11,947,024 shares
31 Mar 2023
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$90,318,694
11,289,837 shares
31 Mar 2023
FMR LLC
13F
Company
13F
class O/S missing
$50,841,795
6,355,224 shares
31 Mar 2023
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$47,102,536
5,887,817 shares
31 Mar 2023
Cowen Investment Management LLC
13F
Company
13F
class O/S missing
$45,151,000
5,643,875 shares
31 Mar 2023
LAZARD ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$41,457,000
5,182,233 shares
31 Mar 2023
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$41,009,634
5,126,203 shares
31 Mar 2023
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$30,978,768
3,872,346 shares
31 Mar 2023
MARSHALL WACE, LLP
13F
Company
13F
class O/S missing
$28,830,248
3,603,781 shares
31 Mar 2023
Invesco Ltd.
13F
Company
13F
class O/S missing
$25,176,936
3,147,117 shares
31 Mar 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$23,990,278
2,998,785 shares
31 Mar 2023
COWEN AND COMPANY, LLC
13F
Company
13F
class O/S missing
$22,405,840
2,800,730 shares
31 Mar 2023
SAMLYN CAPITAL, LLC
13F
Company
13F
class O/S missing
$20,141,616
2,517,702 shares
31 Mar 2023
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
class O/S missing
$18,953,000
2,369,170 shares
31 Mar 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
class O/S missing
$18,440,624
2,305,078 shares
31 Mar 2023
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$13,497,350
2,177,057 shares
31 Mar 2023
CAUSEWAY CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$13,340,746
1,667,593 shares
31 Mar 2023
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$12,831,000
1,603,760 shares
31 Mar 2023
D. E. Shaw & Co., Inc.
13F
Company
13F
class O/S missing
$9,246,568
1,155,821 shares
31 Mar 2023
FEDERATED HERMES, INC.
13F
Company
13F
class O/S missing
$8,183,696
1,022,962 shares
31 Mar 2023
CIBC WORLD MARKET INC.
13F
Company
13F
class O/S missing
$7,905,000
988,186 shares
31 Mar 2023
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
class O/S missing
$7,441,504
930,188 shares
31 Mar 2023
JANE STREET GROUP, LLC
13F
Company
13F
class O/S missing
$7,014,336
876,792 shares
31 Mar 2023
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$6,879,056
859,885 shares
31 Mar 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$6,790,704
848,838 shares
31 Mar 2023
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
13F
class O/S missing
$6,775,000
846,899 shares
31 Mar 2023
UBS Group AG
13F
Company
13F
class O/S missing
$6,534,848
816,856 shares
31 Mar 2023
XY Capital Ltd
13F
Company
13F
class O/S missing
$5,950,256
743,782 shares
31 Mar 2023
CIBC Asset Management Inc
13F
Company
13F
class O/S missing
$5,885,352
735,669 shares
31 Mar 2023
NATIXIS ADVISORS, LLC
13F
Company
13F
class O/S missing
$5,613,000
701,683 shares
31 Mar 2023
FRANKLIN RESOURCES INC
13F
Company
13F
class O/S missing
$4,889,104
611,138 shares
31 Mar 2023
ANDERSON HOAGLAND & CO
13F
Company
13F
class O/S missing
$4,105,944
513,243 shares
31 Mar 2023
Bleakley Financial Group, LLC
13F
Company
13F
class O/S missing
$3,926,872
490,859 shares
31 Mar 2023
Simplicity Solutions, LLC
13F
Company
13F
class O/S missing
$3,926,872
490,859 shares
31 Mar 2023
Capricorn Fund Managers Ltd
13F
Company
13F
class O/S missing
$3,867,240
483,405 shares
31 Mar 2023
Crossmark Global Holdings, Inc.
13F
Company
13F
class O/S missing
$3,578,000
447,229 shares
31 Mar 2023
Gilman Hill Asset Management, LLC
13F
Company
13F
class O/S missing
$3,496,353
437,044 shares
31 Mar 2023
STIFEL FINANCIAL CORP
13F
Company
13F
class O/S missing
$3,232,542
404,067 shares
31 Mar 2023
TRUIST FINANCIAL CORP
13F
Company
13F
class O/S missing
$3,155,032
394,379 shares
31 Mar 2023
BANK OF MONTREAL /CAN/
13F
Company
13F
class O/S missing
$3,102,112
387,764 shares
31 Mar 2023
Bank of New York Mellon Corp
13F
Company
13F
class O/S missing
$3,029,819
378,728 shares
31 Mar 2023
Qube Research & Technologies Ltd
13F
Company
13F
class O/S missing
$2,733,392
341,674 shares
31 Mar 2023
SEI INVESTMENTS CO
13F
Company
13F
class O/S missing
$2,681,750
335,212 shares
31 Mar 2023
GREENLEAF TRUST
13F
Company
13F
class O/S missing
$2,359,112
294,889 shares
31 Mar 2023
Orion Porfolio Solutions, LLC
13F
Company
13F
class O/S missing
$2,341,976
292,747 shares
31 Mar 2023
Orion Portfolio Solutions, LLC
13F
Company
13F
class O/S missing
$2,341,976
292,747 shares
31 Mar 2023
US BANCORP \DE\
13F
Company
13F
class O/S missing
$2,337,128
292,141 shares
31 Mar 2023
Te Ahumairangi Investment Management Ltd
13F
Company
13F
class O/S missing
$2,278,000
284,777 shares
31 Mar 2023
Ninety One UK Ltd
13F
Company
13F
class O/S missing
$2,257,440
282,180 shares
31 Mar 2023
First Trust Direct Indexing L.P.
13F
Company
13F
class O/S missing
$2,247,432
280,929 shares
31 Mar 2023
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 Q2 2023

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

Institutions
263
Shares
108,855,082
Rows loaded
263
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
261
Q2 2023 holders
263
Holder diff
2
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 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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