SUMITOMO MITSUI-SPONS ADR (SMFG) Institutional Shareholders
SUMITOMO MITSUI-SPONS ADR (SMFG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.47B in SMFG holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SMFG tracked by InsiderSet, reporting ownership valued at approximately $453.43M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $594.16M, representing an estimated gain of +31.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed SMFG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Fmr Llc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in SUMITOMO MITSUI-SPONS ADR (SMFG).
This page ranks the largest institutional SMFG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
443
Total Reported Value
$2.47B
Largest Holder
Morgan Stanley
Largest Position
$453.43M
Insider Transactions (90d)
50
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.03% | 22,958,371 | $453,427,882 | $594,162,641 | +$140,734,759 | +31.04% | |
| Fmr Llc | 0.01% | 12,569,371 | $248,245,078 | $325,295,321 | +$77,050,243 | +31.04% | |
| Goldman Sachs Group Inc | 0.03% | 10,708,002 | $211,483,042 | $277,123,092 | +$65,640,050 | +31.04% | |
| Blackrock, Inc. | 0.00% | 7,681,566 | $151,710,932 | $198,798,928 | +$47,087,996 | +31.04% | |
| Northern Trust Corp | 0.02% | 6,189,655 | $122,245,686 | $160,188,271 | +$37,942,585 | +31.04% | |
| Clark Capital Management Group, Inc. | 0.46% | 3,782,399 | $74,702,385 | $97,888,486 | +$23,186,101 | +31.04% | |
| Fisher Asset Management, Llc | 0.02% | 3,196,927 | $63,139,325 | $82,736,471 | +$19,597,146 | +31.04% | |
| Dimensional Fund Advisors Lp | 0.01% | 3,090,741 | $61,042,141 | $79,988,377 | +$18,946,236 | +31.04% | |
| American Century Companies Inc | 0.03% | 3,008,905 | $59,425,972 | $77,870,461 | +$18,444,489 | +31.04% | |
| Envestnet Asset Management Inc | 0.01% | 2,263,530 | $53,372,862 | $58,580,156 | +$5,207,294 | +9.76% | |
| Wells Fargo & Company/Mn | 0.01% | 2,160,619 | $42,672,233 | $55,916,820 | +$13,244,587 | +31.04% | |
| Ferguson Wellman Capital Management, Inc | 0.49% | 1,709,700 | $40,314,726 | $44,247,036 | +$3,932,310 | +9.75% | |
| Bank Of America Corp | 0.00% | 1,846,335 | $36,465,113 | $47,783,150 | +$11,318,037 | +31.04% | |
| Renaissance Technologies LLC | Jim Simons | 0.05% | 1,749,272 | $34,548,122 | $45,271,159 | +$10,723,037 | +31.04% |
| Quantinno Capital Management Lp | 0.05% | 1,615,819 | $31,912,434 | $41,817,396 | +$9,904,962 | +31.04% | |
| Capital Wealth Planning, Llc | 0.14% | 1,305,755 | $25,788,661 | $33,792,939 | +$8,004,278 | +31.04% | |
| Causeway Capital Management | Sarah Ketterer | 0.31% | 1,267,248 | $25,028,143 | $32,796,378 | +$7,768,235 | +31.04% |
| Jane Street Group, Llc | 0.03% | 1,244,903 | $24,586,835 | $32,218,090 | +$7,631,255 | +31.04% | |
| Massachusetts Financial Services Co | 0.01% | 1,022,557 | $24,111,904 | $26,463,775 | +$2,351,871 | +9.75% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,089,747 | $21,522,504 | $28,202,652 | +$6,680,148 | +31.04% | |
| Calamos Advisors Llc | 0.07% | 802,736 | $18,928,515 | $20,774,808 | +$1,846,293 | +9.75% | |
| Anderson Hoagland & Co | 1.33% | 717,018 | $16,907,284 | $18,556,426 | +$1,649,142 | +9.75% | |
| Aqr Capital Management Llc | 0.01% | 845,222 | $16,693,145 | $21,874,345 | +$5,181,200 | +31.04% | |
| Creative Planning | 0.01% | 764,584 | $15,100,537 | $19,787,434 | +$4,686,897 | +31.04% | |
| O'Shaughnessy Asset Management, Llc | 0.07% | 740,634 | $14,627,522 | $19,167,608 | +$4,540,086 | +31.04% | |
| Bank Of New York Mellon Corp | 0.00% | 739,781 | $14,610,673 | $19,145,532 | +$4,534,859 | +31.04% | |
| Ubs Group Ag | 0.00% | 635,267 | $12,546,523 | $16,440,710 | +$3,894,187 | +31.04% | |
| Invesco Ltd. | 0.00% | 623,035 | $12,304,932 | $16,124,146 | +$3,819,214 | +31.04% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 575,259 | $11,907,866 | $14,887,703 | +$2,979,837 | +25.02% | |
| Pathstone Holdings, Llc | 0.05% | 590,654 | $11,665,412 | $15,286,126 | +$3,620,714 | +31.04% | |
| Crossmark Global Holdings, Inc. | 0.15% | 476,543 | $11,236,884 | $12,332,933 | +$1,096,049 | +9.75% | |
| Stifel Financial Corp | 0.01% | 559,790 | $11,056,068 | $14,487,365 | +$3,431,297 | +31.04% | |
| Ethic Inc. | 0.14% | 461,574 | $10,883,907 | $11,945,535 | +$1,061,628 | +9.75% | |
| Qrg Capital Management, Inc. | 0.08% | 408,740 | $9,638,092 | $10,578,191 | +$940,099 | +9.75% | |
| Cerity Partners Llc | 0.01% | 474,705 | $9,375,449 | $12,285,365 | +$2,909,916 | +31.04% | |
| Lpl Financial Llc | 0.00% | 468,793 | $9,258,662 | $12,132,363 | +$2,873,701 | +31.04% | |
| Qube Research & Technologies Ltd | 0.01% | 459,656 | $9,078,206 | $11,895,897 | +$2,817,691 | +31.04% | |
| Westfield Capital Management Co Lp | 0.04% | 457,584 | $9,037,284 | $11,842,274 | +$2,804,990 | +31.04% | |
| Cibc World Market Inc. | 0.02% | 452,860 | $8,943,985 | $11,720,017 | +$2,776,032 | +31.04% | |
| Boston Partners | 0.01% | 437,159 | $8,652,938 | $11,313,675 | +$2,660,737 | +30.75% | |
| Mariner, Llc | 0.01% | 435,188 | $8,590,292 | $11,262,665 | +$2,672,373 | +31.11% | |
| Sei Investments Co | 0.01% | 431,723 | $8,525,750 | $11,172,991 | +$2,647,241 | +31.05% | |
| Federated Hermes, Inc. | 0.01% | 412,872 | $8,154,222 | $10,685,127 | +$2,530,905 | +31.04% | |
| Moran Wealth Management, Llc | 0.24% | 404,869 | $7,996,163 | $10,478,010 | +$2,481,847 | +31.04% | |
| Ramirez Asset Management, Inc. | 0.96% | 402,811 | $7,985,728 | $10,424,749 | +$2,439,021 | +30.54% | |
| Raymond James Financial Inc | 0.00% | 402,311 | $7,909,669 | $10,411,809 | +$2,502,140 | +31.63% | |
| Assetmark, Inc | 0.01% | 317,252 | $7,480,812 | $8,210,482 | +$729,670 | +9.75% | |
| &Partners | 0.03% | 366,517 | $7,073,197 | $9,485,460 | +$2,412,263 | +34.10% | |
| Toronto Dominion Bank | 0.01% | 327,910 | $6,476,223 | $8,486,311 | +$2,010,088 | +31.04% | |
| Us Bancorp \De\ | 0.01% | 324,514 | $6,409,153 | $8,398,422 | +$1,989,269 | +31.04% |
Frequently asked questions about SMFG
Who owns the most SMFG stock?
The largest holders of SMFG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SUMITOMO MITSUI-SPONS ADR (SMFG).
Is SMFG widely held by superinvestors?
Many widely followed stocks like SMFG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMFG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.