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
- Total 13F value
- $910,645,534
- Share change
- -5,946,059
- Put/Call ratio
- 24%
- SEC-reported price per share
- $9.68
- Number of holders
- 304
- Value change
- -$58,060,324
- Number of buys
- 150
- Number of sells
- 134
Open additional details 1 more signal available
Report period
Q4 2023
Institutions
304
Top holders
10
SMFG full security history
Ownership snapshot
Full 13F holder table
SUMITOMO MITSUI FINANCIAL GROUP, INC. SEC filings
SUMITOMO MITSUI FINANCIAL GROUP, INC. company facts
Broader feeds
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.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F
Highest disclosed value: $120,765,533
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $120.77M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$120.77M
GOLDMAN SACHS GROUP INC
$115.33M
FMR LLC
$68.56M
BlackRock Finance, Inc.
$63.16M
WELLS FARGO & COMPANY/MN
$49.68M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| 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 % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price 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 % |
|---|