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