SUMITOMO MITSUI-SPONS ADR (SMFG) Institutional Ownership Changes & 13F Activity

SUMITOMO MITSUI-SPONS ADR (SMFG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Invesco Ltd., Royal Bank Of Canada, Aqr Capital Management Llc, and Capital Wealth Planning, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Qrg Capital Management, Inc.Buy+63,087+18.3%408,740$9.64MQ2 2026Sep 23, 2026
Envestnet Asset Management IncBuy+62,246+2.8%2,263,530$53.37MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+1,835+15.3%13,845$326.46KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-827-3.3%23,945$564.62KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+157+3.1%5,190$122.38KQ2 2026Sep 04, 2026
Brown, Lisle/Cummings, Inc.Sell-146-23.6%472$11.13KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-10,027-9.5%95,045$2.24MQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-57-0.5%12,577$296.57KQ2 2026Aug 26, 2026
Rehmann Capital Advisory GroupBuy+9,546—9,546$225.38KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-1,896-1.1%175,094$4.13MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-14,821-50.0%14,799$348.97KQ2 2026Aug 18, 2026
Pin Oak Investment Advisors IncSell-1,647-96.5%59$1.00Q2 2026Aug 18, 2026
Empowered Funds, LlcBuy+15,802—15,802$372.61KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+12,223—12,223$288.23KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+4,226+4.8%92,438$2.18MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+4,140+14.1%33,526$790.54KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+228+1.5%15,076$355.50KQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-1,203,689-96.7%41,214$971.83KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+628,286—628,286$14.81MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+511,467+201.5%765,357$18.05MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+495,432+58.6%1,340,654$31.61MQ2 2026Aug 14, 2026
Capital Wealth Planning, LlcBuy+354,207+27.1%1,659,962$39.14MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+249,596—249,596$5.91MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+154,723+14.2%1,244,470$29.34MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+149,438+1095.2%163,083$3.85MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+112,960+16.1%812,854$19.17MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+106,660+1.0%10,814,662$255.01MQ2 2026Aug 14, 2026
Chilton Investment Co Inc.Sell-95,313-87.9%13,124$309.46KQ2 2026Aug 14, 2026
Voloridge Investment Management, LlcSell-94,598-32.5%196,100$4.62MQ2 2026Aug 14, 2026
Alphadyne Asset Management LpBuy+82,753—82,753$1.95MQ2 2026Aug 14, 2026
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Frequently asked questions about SMFG activity

  • Which institutional owners are buying SMFG?

    Institutional owners buying SMFG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SMFG activity?

    "Buy" means an investor increased their reported position in SMFG compared to the prior reporting period. This reflects growing exposure to SUMITOMO MITSUI-SPONS ADR (SMFG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SMFG increasing?

    Institutional interest in SMFG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.