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

CUSIP: 86562M209

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / SPONSORED ADR
Total 13F shares
95,156,396
Share change
+1,100,267
Total reported value
$1,276,147,643
Put/Call ratio
0.19%
Price per share
$13.41
Number of holders
322
Value change
+$16,426,351
Number of buys
174
Number of sells
128

Security key

86562M209

Report period

Q2 2024

Institutions

322

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 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
50
Latest as of
31 Mar 2024
13F Highest disclosed value: $142,692,771 Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
class O/S missing
$142,692,771
12,123,428 shares
31 Mar 2024
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$128,472,025
10,915,210 shares
31 Mar 2024
FMR LLC
13F
Company
13F
class O/S missing
$82,989,541
7,050,938 shares
31 Mar 2024
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$77,933,861
6,621,399 shares
31 Mar 2024
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$50,330,807
4,276,194 shares
31 Mar 2024
Clark Capital Management Group, Inc.
13F
Company
13F
class O/S missing
$49,697,919
4,222,423 shares
31 Mar 2024
Cowen Investment Management LLC
13F
Company
13F
class O/S missing
$38,859,538
3,301,575 shares
31 Mar 2024
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
class O/S missing
$37,837,666
3,214,755 shares
31 Mar 2024
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
class O/S missing
$34,742,016
2,951,743 shares
31 Mar 2024
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$34,022,903
2,890,646 shares
31 Mar 2024
COWEN AND COMPANY, LLC
13F
Company
13F
class O/S missing
$32,964,592
2,800,730 shares
31 Mar 2024
Invesco Ltd.
13F
Company
13F
class O/S missing
$22,057,314
1,874,028 shares
31 Mar 2024
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
class O/S missing
$18,443,000
1,566,970 shares
31 Mar 2024
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$18,399,777
1,563,278 shares
31 Mar 2024
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$15,573,194
1,323,126 shares
31 Mar 2024
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
class O/S missing
$15,015,271
1,275,724 shares
31 Mar 2024
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$10,963,000
931,410 shares
31 Mar 2024
ANDERSON HOAGLAND & CO
13F
Company
13F
class O/S missing
$9,919,334
859,561 shares
31 Mar 2024
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$9,838,596
835,904 shares
31 Mar 2024
CITADEL ADVISORS LLC
13F
Company
13F
class O/S missing
$7,944,185
674,952 shares
31 Mar 2024
CIBC Asset Management Inc
13F
Company
13F
class O/S missing
$7,523,655
639,223 shares
31 Mar 2024
CIBC WORLD MARKET INC.
13F
Company
13F
class O/S missing
$6,819,000
579,357 shares
31 Mar 2024
FRANKLIN RESOURCES INC
13F
Company
13F
class O/S missing
$6,584,980
559,472 shares
31 Mar 2024
NATIXIS ADVISORS, LLC
13F
Company
13F
class O/S missing
$6,465,000
549,278 shares
31 Mar 2024
Moran Wealth Management, LLC
13F
Company
13F
class O/S missing
$6,218,244
528,313 shares
31 Mar 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$6,164,559
523,752 shares
31 Mar 2024
BAILARD, INC.
13F
Company
13F
class O/S missing
$5,592,223
95,000 shares
31 Mar 2024
STIFEL FINANCIAL CORP
13F
Company
13F
class O/S missing
$5,480,997
465,675 shares
31 Mar 2024
Bleakley Financial Group, LLC
13F
Company
13F
class O/S missing
$5,358,669
455,282 shares
31 Mar 2024
Simplicity Wealth,LLC
13F
Company
13F
class O/S missing
$5,358,669
455,282 shares
31 Mar 2024
Ramirez Asset Management, Inc.
13F
Company
13F
class O/S missing
$5,288,179
449,293 shares
31 Mar 2024
Pathstone Holdings, LLC
13F
Company
13F
class O/S missing
$4,983,332
423,393 shares
31 Mar 2024
Crossmark Global Holdings, Inc.
13F
Company
13F
class O/S missing
$4,929,000
418,792 shares
31 Mar 2024
D. E. Shaw & Co., Inc.
13F
Company
13F
class O/S missing
$4,641,429
394,344 shares
31 Mar 2024
QRG CAPITAL MANAGEMENT, INC.
13F
Company
13F
class O/S missing
$4,634,342
393,742 shares
31 Mar 2024
Quantinno Capital Management LP
13F
Company
13F
class O/S missing
$4,610,000
391,682 shares
31 Mar 2024
Mariner, LLC
13F
Company
13F
class O/S missing
$4,595,416
390,434 shares
31 Mar 2024
Ethic Inc.
13F
Company
13F
class O/S missing
$4,342,797
368,972 shares
31 Mar 2024
Cerity Partners LLC
13F
Company
13F
class O/S missing
$4,083,353
346,928 shares
31 Mar 2024
UBS Group AG
13F
Company
13F
class O/S missing
$3,905,227
331,795 shares
31 Mar 2024
Creative Planning
13F
Company
13F
class O/S missing
$3,629,308
308,352 shares
31 Mar 2024
HighTower Advisors, LLC
13F
Company
13F
class O/S missing
$3,581,000
303,684 shares
31 Mar 2024
First Trust Direct Indexing L.P.
13F
Company
13F
class O/S missing
$3,557,441
302,246 shares
31 Mar 2024
GREENLEAF TRUST
13F
Company
13F
class O/S missing
$3,476,705
295,387 shares
31 Mar 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
class O/S missing
$3,347,929
284,446 shares
31 Mar 2024
Gilman Hill Asset Management, LLC
13F
Company
13F
class O/S missing
$3,247,097
275,879 shares
31 Mar 2024
Bank of New York Mellon Corp
13F
Company
13F
class O/S missing
$3,187,491
270,815 shares
31 Mar 2024
EAGLE GLOBAL ADVISORS LLC
13F
Company
13F
class O/S missing
$3,177,900
270,000 shares
31 Mar 2024
FEDERATED HERMES, INC.
13F
Company
13F
class O/S missing
$3,112,247
264,422 shares
31 Mar 2024
US BANCORP \DE\
13F
Company
13F
class O/S missing
$3,040,873
258,358 shares
31 Mar 2024
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 2024

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

Institutions
322
Shares
95,156,396
Rows loaded
322
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. An asterisk next to the price means the price is likely invalid.

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
306
Q2 2024 holders
322
Holder diff
16
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 value Q2 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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