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

CUSIP: 86562M209

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / SPONSORED ADR
Total 13F shares
119,243,378
Share change
+2,253,686
Total reported value
$1,802,086,511
Put/Call ratio
1.3%
Price per share
$15.11
Number of holders
369
Value change
+$33,898,662
Number of buys
202
Number of sells
149

Security key

86562M209

Report period

Q2 2025

Institutions

369

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 2025
13F Highest disclosed value: $542,426,008 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
$542,426,008
35,085,766 shares
31 Mar 2025
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$174,255,247
11,271,361 shares
31 Mar 2025
FMR LLC
13F
Company
13F
class O/S missing
$149,045,055
9,640,689 shares
31 Mar 2025
BlackRock, Inc.
13F
Company
13F
class O/S missing
$107,623,274
6,961,402 shares
31 Mar 2025
Clark Capital Management Group, Inc.
13F
Company
13F
class O/S missing
$100,432,186
6,496,260 shares
31 Mar 2025
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$80,219,111
5,188,817 shares
31 Mar 2025
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
class O/S missing
$44,616,186
2,885,911 shares
31 Mar 2025
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$30,765,521
1,990,008 shares
31 Mar 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$29,737,336
1,923,502 shares
31 Mar 2025
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$28,455,814
1,840,609 shares
31 Mar 2025
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
class O/S missing
$25,392,586
1,642,470 shares
31 Mar 2025
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
class O/S missing
$24,815,078
1,605,115 shares
31 Mar 2025
NATIXIS ADVISORS, LLC
13F
Company
13F
class O/S missing
$22,250,000
1,439,197 shares
31 Mar 2025
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$18,390,301
1,189,540 shares
31 Mar 2025
Invesco Ltd.
13F
Company
13F
class O/S missing
$14,196,769
918,290 shares
31 Mar 2025
UBS Group AG
13F
Company
13F
class O/S missing
$13,866,400
896,921 shares
31 Mar 2025
Quantinno Capital Management LP
13F
Company
13F
class O/S missing
$11,184,227
723,429 shares
31 Mar 2025
Bank of New York Mellon Corp
13F
Company
13F
class O/S missing
$10,368,802
670,686 shares
31 Mar 2025
ANDERSON HOAGLAND & CO
13F
Company
13F
class O/S missing
$10,190,248
831,857 shares
31 Mar 2025
Allspring Global Investments Holdings, LLC
13F
Company
13F
class O/S missing
$10,042,510
665,949 shares
31 Mar 2025
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$9,766,005
631,695 shares
31 Mar 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
class O/S missing
$8,955,622
579,277 shares
31 Mar 2025
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$8,944,000
578,480 shares
31 Mar 2025
Fisher Asset Management, LLC
13F
Company
13F
class O/S missing
$8,839,258
571,750 shares
31 Mar 2025
Creative Planning
13F
Company
13F
class O/S missing
$8,836,123
571,547 shares
31 Mar 2025
CIBC WORLD MARKET INC.
13F
Company
13F
class O/S missing
$8,622,243
557,713 shares
31 Mar 2025
QRG CAPITAL MANAGEMENT, INC.
13F
Company
13F
class O/S missing
$8,017,141
518,573 shares
31 Mar 2025
Crossmark Global Holdings, Inc.
13F
Company
13F
class O/S missing
$7,708,387
498,602 shares
31 Mar 2025
Pathstone Holdings, LLC
13F
Company
13F
class O/S missing
$7,320,974
473,454 shares
31 Mar 2025
Cerity Partners LLC
13F
Company
13F
class O/S missing
$7,238,536
468,210 shares
31 Mar 2025
LPL Financial LLC
13F
Company
13F
class O/S missing
$6,885,168
445,354 shares
31 Mar 2025
STIFEL FINANCIAL CORP
13F
Company
13F
class O/S missing
$6,601,119
426,982 shares
31 Mar 2025
Boston Partners
13F
Company
13F
class O/S missing
$6,471,849
421,483 shares
31 Mar 2025
Ramirez Asset Management, Inc.
13F
Company
13F
class O/S missing
$6,329,301
409,398 shares
31 Mar 2025
Mariner, LLC
13F
Company
13F
class O/S missing
$6,155,595
398,093 shares
31 Mar 2025
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
Company
13F
class O/S missing
$6,149,047
242,300 shares
31 Mar 2025
Ethic Inc.
13F
Company
13F
class O/S missing
$5,921,509
392,673 shares
31 Mar 2025
US BANCORP \DE\
13F
Company
13F
class O/S missing
$5,591,045
361,646 shares
31 Mar 2025
Benson Investment Management Company, Inc.
13F
Company
13F
class O/S missing
$5,499,895
355,750 shares
31 Mar 2025
Qube Research & Technologies Ltd
13F
Company
13F
class O/S missing
$5,254,730
339,892 shares
31 Mar 2025
Calamos Advisors LLC
13F
Company
13F
class O/S missing
$5,135,054
332,151 shares
31 Mar 2025
EAGLE GLOBAL ADVISORS LLC
13F
Company
13F
class O/S missing
$4,808,060
311,000 shares
31 Mar 2025
Moran Wealth Management, LLC
13F
Company
13F
class O/S missing
$4,662,350
301,575 shares
31 Mar 2025
FIRST TRUST ADVISORS LP
13F
Company
13F
class O/S missing
$4,485,210
290,117 shares
31 Mar 2025
QUADRANT CAPITAL GROUP LLC
13F
Company
13F
class O/S missing
$4,402,421
284,762 shares
31 Mar 2025
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
13F
class O/S missing
$4,365,332
282,363 shares
31 Mar 2025
Capital Wealth Planning, LLC
13F
Company
13F
class O/S missing
$4,202,152
271,808 shares
31 Mar 2025
AUGUSTINE ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$4,017,497
259,864 shares
31 Mar 2025
Cetera Investment Advisers
13F
Company
13F
class O/S missing
$3,951,264
255,579 shares
31 Mar 2025
HighTower Advisors, LLC
13F
Company
13F
class O/S missing
$3,932,102
254,340 shares
31 Mar 2025
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 2025

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

Institutions
369
Shares
119,243,378
Rows loaded
370
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 2025 vs Q1 2025 Across Filers

Q1 2025 holders
353
Q2 2025 holders
369
Holder diff
16
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 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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