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

CUSIP: 86562M209

Q1 2024 13F Holders as of 31 Mar 2024

Share change
+317,624
Put/Call ratio
128%
SEC-reported price per share
$11.77
Number of holders
306
Value change
+$11,376,204
Number of buys
169
Open additional details 1 more signal available
Number of sells
132

Security key

86562M209

Report period

Q1 2024

Institutions

306

Top holders

10

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
31 Dec 2023
13F Highest disclosed value: $129,542,150 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 $129.54M.

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 $129.54M
GOLDMAN SACHS GROUP INC $106.8M
FMR LLC $68.03M
BlackRock Finance, Inc. $64.32M
WELLS FARGO & COMPANY/MN $41.33M

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
13F
class O/S missing
$129,542,150
13,382,451 shares
31 Dec 2023
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$106,801,571
11,033,220 shares
31 Dec 2023
FMR LLC
13F
Company
13F
class O/S missing
$68,026,061
7,027,485 shares
31 Dec 2023
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$64,315,927
6,644,207 shares
31 Dec 2023
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$41,334,198
4,270,062 shares
31 Dec 2023
Cowen Investment Management LLC
13F
Company
13F
class O/S missing
$40,187,246
4,151,575 shares
31 Dec 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 Q1 2024

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

Institutions
306
Shares
94,035,164
Rows available
306
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 Q1 2024 vs Q1 2024 Across Filers

Q1 2024 holders
306
Q1 2024 holders
306
Holder diff
0
Investor Q1 2024 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2024 value Q1 2024 value Value change Value Chg %
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