Security key
86562M209
SUMITOMO MITSUI FINANCIAL GROUP, INC. - SPONSORED ADR (SMFG)
CUSIP: 86562M209
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / SPONSORED ADR
- Total 13F shares
- 94,053,836
- Share change
- -5,946,059
- Total reported value
- $910,645,534
- Put/Call ratio
- 24%
- Reported price per share
- $9.68
- Number of holders
- 304
- Value change
- -$58,060,324
- Number of buys
- 150
- Number of sells
- 134
Security identity
Holder snapshot
Report period
Q4 2023
Institutions
304
Top holders
10
SMFG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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:
Ownership snapshot
Top reported holders 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
MORGAN STANLEY
13D/G signal
—
Evidence rows
15
Latest as of
30 Sep 2023
13F
Highest disclosed value: $120,765,533
Showing 1-6 of 15 holder rows.
Rank 1 holder
MORGAN STANLEY
13F
- Ownership
- —
- Position
- $120.77M
Rank 2 holder
GOLDMAN SACHS GROUP INC
13F
- Ownership
- —
- Position
- $115.33M
Rank 3 holder
FMR LLC
13F
- Ownership
- —
- Position
- $68.56M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$120,765,533
12,260,459 shares
|
— | 30 Sep 2023 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
—
class O/S missing
|
$115,330,683
11,708,699 shares
|
— | 30 Sep 2023 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$68,564,949
6,960,908 shares
|
— | 30 Sep 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$63,162,343
6,412,421 shares
|
— | 30 Sep 2023 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$49,675,976
5,043,246 shares
|
— | 30 Sep 2023 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$49,016,000
4,976,246 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
304
Shares
94,053,836
Rows available
304
| 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. The marker flags a reported price that failed the local validity check.
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
271
Q4 2023 holders
304
Holder diff
33
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend