SUMITOMO MITSUI-SPONS ADR (SMFG) Institutional Ownership
SMFG is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $60.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Causeway Capital Management, which reported ownership valued at approximately $32.84M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Causeway Capital Management's SMFG position is now estimated to be worth approximately $36.54M, representing an estimated gain of +11.28% since the filing period.
Major shareholders tracked on this page include Causeway Capital Management, Renaissance Technologies LLC, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SUMITOMO MITSUI-SPONS ADR (SMFG).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 4 | $60,430,414 | 2,562,783 |
| Q1 2026 | 4 | $63,238,569 | 3,201,954 |
| Q4 2025 | 4 | $62,426,146 | 3,229,495 |
| Q3 2025 | 4 | $53,690,041 | 3,207,290 |
| Q2 2025 | 4 | $37,586,358 | 2,487,516 |
| Q1 2025 | 3 | $27,102,883 | 1,753,097 |
| Q4 2024 | 4 | $25,049,691 | 1,728,757 |
| Q3 2024 | 4 | $22,132,239 | 1,752,355 |
| Q2 2024 | 4 | $22,207,554 | 1,656,044 |
| Q1 2024 | 4 | $19,972,061 | 1,696,882 |
| Q4 2023 | 4 | $27,206,196 | 2,810,512 |
| Q3 2023 | 4 | $30,481,485 | 3,094,527 |
Related SMFG Institutional Insights:
- SMFG Overview
- SMFG Top Institutional Shareholders
- SMFG Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SMFG Insider Trading & SEC Form 4 Activity
- SMFG Articles
- Top Institutional Investor Stock Rankings