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 $3.10B 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 $592.15M in its June 30, 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 $658.95M, representing an estimated gain of +11.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
450
Total Reported Value
$3.10B
Largest Holder
Morgan Stanley
Largest Position
$592.15M
Insider Transactions (90d)
50
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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% | 25,112,524 | $592,153,399 | $658,952,630 | +$66,799,231 | +11.28% | |
| Fmr Llc | 0.01% | 13,937,223 | $328,639,745 | $365,712,732 | +$37,072,987 | +11.28% | |
| Goldman Sachs Group Inc | 0.03% | 10,814,662 | $255,009,734 | $283,776,731 | +$28,766,997 | +11.28% | |
| Blackrock, Inc. | 0.00% | 7,854,802 | $185,216,228 | $206,110,004 | +$20,893,776 | +11.28% | |
| Fisher Asset Management, Llc | 0.04% | 6,291,379 | $148,350,753 | $165,085,785 | +$16,735,032 | +11.28% | |
| Northern Trust Corp | 0.02% | 6,158,454 | $145,216,345 | $161,597,833 | +$16,381,488 | +11.28% | |
| Clark Capital Management Group, Inc. | 0.49% | 3,831,212 | $90,339,984 | $100,531,003 | +$10,191,019 | +11.28% | |
| American Century Companies Inc | 0.04% | 3,493,982 | $82,388,213 | $91,682,088 | +$9,293,875 | +11.28% | |
| Dimensional Fund Advisors Lp | 0.01% | 3,139,702 | $74,034,190 | $82,385,780 | +$8,351,590 | +11.28% | |
| Envestnet Asset Management Inc | 0.01% | 2,263,530 | $53,372,862 | $59,395,027 | +$6,022,165 | +11.28% | |
| Wells Fargo & Company/Mn | 0.01% | 2,146,202 | $50,607,451 | $56,316,340 | +$5,708,889 | +11.28% | |
| Quantinno Capital Management Lp | 0.06% | 2,143,555 | $50,545,032 | $56,246,883 | +$5,701,851 | +11.28% | |
| Bank Of America Corp | 0.00% | 1,781,736 | $42,013,330 | $46,752,753 | +$4,739,423 | +11.28% | |
| Ferguson Wellman Capital Management, Inc | 0.49% | 1,709,700 | $40,314,726 | $44,862,528 | +$4,547,802 | +11.28% | |
| Capital Wealth Planning, Llc | 0.20% | 1,659,962 | $39,141,904 | $43,557,403 | +$4,415,499 | +11.28% | |
| Jpmorgan Chase & Co | 0.00% | 1,525,928 | $36,179,775 | $40,040,351 | +$3,860,576 | +10.67% | |
| Causeway Capital Management | Sarah Ketterer | 0.36% | 1,392,610 | $32,837,743 | $36,542,086 | +$3,704,343 | +11.28% |
| Aqr Capital Management Llc | 0.01% | 1,340,654 | $31,612,628 | $35,178,761 | +$3,566,133 | +11.28% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,244,470 | $29,344,603 | $32,654,893 | +$3,310,290 | +11.28% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 1,023,572 | $24,135,828 | $26,858,529 | +$2,722,701 | +11.28% |
| Massachusetts Financial Services Co | 0.01% | 1,022,557 | $24,111,904 | $26,831,896 | +$2,719,992 | +11.28% | |
| Natixis Advisors, Llc | 0.02% | 812,854 | $19,167,000 | $21,329,289 | +$2,162,289 | +11.28% | |
| Calamos Advisors Llc | 0.07% | 802,736 | $18,928,515 | $21,063,793 | +$2,135,278 | +11.28% | |
| O'Shaughnessy Asset Management, Llc | 0.09% | 791,559 | $18,664,961 | $20,770,508 | +$2,105,547 | +11.28% | |
| Bank Of New York Mellon Corp | 0.00% | 781,157 | $18,419,688 | $20,497,560 | +$2,077,872 | +11.28% | |
| Royal Bank Of Canada | 0.00% | 765,357 | $18,046,000 | $20,082,968 | +$2,036,968 | +11.29% | |
| Ubs Group Ag | 0.00% | 733,542 | $17,296,920 | $19,248,142 | +$1,951,222 | +11.28% | |
| Anderson Hoagland & Co | 1.33% | 717,018 | $16,907,284 | $18,814,552 | +$1,907,268 | +11.28% | |
| Invesco Ltd. | 0.00% | 628,286 | $14,814,973 | $16,486,225 | +$1,671,252 | +11.28% | |
| Stifel Financial Corp | 0.01% | 570,629 | $13,455,454 | $14,973,305 | +$1,517,851 | +11.28% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 540,271 | $12,993,523 | $14,176,711 | +$1,183,188 | +9.11% | |
| Lpl Financial Llc | 0.00% | 500,370 | $11,798,726 | $13,129,709 | +$1,330,983 | +11.28% | |
| Pathstone Holdings, Llc | 0.05% | 590,654 | $11,665,412 | $15,498,761 | +$3,833,349 | +32.86% | |
| Cerity Partners Llc | 0.01% | 493,964 | $11,647,695 | $12,961,615 | +$1,313,920 | +11.28% | |
| Bank Of Montreal | 0.00% | 486,147 | $11,463,347 | $12,756,497 | +$1,293,150 | +11.28% | |
| Mariner, Llc | 0.01% | 478,697 | $11,288,294 | $12,561,009 | +$1,272,715 | +11.27% | |
| Crossmark Global Holdings, Inc. | 0.15% | 476,543 | $11,236,884 | $12,504,488 | +$1,267,604 | +11.28% | |
| Boston Partners | 0.01% | 468,247 | $11,128,694 | $12,286,801 | +$1,158,107 | +10.41% | |
| Ethic Inc. | 0.14% | 461,574 | $10,883,907 | $12,111,702 | +$1,227,795 | +11.28% | |
| Westfield Capital Management Co Lp | 0.04% | 456,612 | $10,766,911 | $11,981,499 | +$1,214,588 | +11.28% | |
| Raymond James Financial Inc | 0.00% | 450,625 | $10,625,731 | $11,824,400 | +$1,198,669 | +11.28% | |
| Ramirez Asset Management, Inc. | 1.10% | 446,780 | $10,535,075 | $11,723,507 | +$1,188,432 | +11.28% | |
| Sei Investments Co | 0.01% | 439,633 | $10,366,420 | $11,535,970 | +$1,169,550 | +11.28% | |
| Cibc World Market Inc. | 0.02% | 437,164 | $10,308,327 | $11,471,183 | +$1,162,856 | +11.28% | |
| Federated Hermes, Inc. | 0.01% | 414,866 | $9,782,540 | $10,886,084 | +$1,103,544 | +11.28% | |
| Qrg Capital Management, Inc. | 0.08% | 408,740 | $9,638,092 | $10,725,338 | +$1,087,246 | +11.28% | |
| &Partners | 0.04% | 366,043 | $8,637,164 | $9,604,968 | +$967,804 | +11.21% | |
| Moran Wealth Management, Llc | 0.22% | 336,966 | $7,945,658 | $8,841,988 | +$896,330 | +11.28% | |
| Us Bancorp \De\ | 0.01% | 329,155 | $7,761,475 | $8,637,027 | +$875,552 | +11.28% | |
| Allianz Se | 0.08% | 324,970 | $7,662,793 | $8,527,213 | +$864,420 | +11.28% |
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.