SMFG Institutional Ownership & Shareholders
SUMITOMO MITSUI-SPONS ADR (SMFG) is currently held by 471 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.99B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $602.95M, representing an estimated gain of +1.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
471
Total Reported Value
$2.99B
Largest Holder
Morgan Stanley
Largest Position
$592.15M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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 | $602,951,701 | +$10,798,302 | +1.82% | |
| Fmr Llc | 0.01% | 13,937,223 | $328,639,745 | $334,632,724 | +$5,992,979 | +1.82% | |
| Goldman Sachs Group Inc | 0.03% | 10,814,662 | $255,009,734 | $259,660,035 | +$4,650,301 | +1.82% | |
| Blackrock, Inc. | 0.00% | 7,854,802 | $185,216,228 | $188,593,796 | +$3,377,568 | +1.82% | |
| Fisher Asset Management, Llc | 0.04% | 6,291,379 | $148,350,753 | $151,056,010 | +$2,705,257 | +1.82% | |
| Northern Trust Corp | 0.02% | 6,158,454 | $145,216,345 | $147,864,481 | +$2,648,136 | +1.82% | |
| Clark Capital Management Group, Inc. | 0.49% | 3,831,212 | $90,339,984 | $91,987,400 | +$1,647,416 | +1.82% | |
| American Century Companies Inc | 0.04% | 3,493,982 | $82,388,213 | $83,890,508 | +$1,502,295 | +1.82% | |
| Dimensional Fund Advisors Lp | 0.01% | 3,139,702 | $74,034,190 | $75,384,245 | +$1,350,055 | +1.82% | |
| Envestnet Asset Management Inc | 0.01% | 2,263,530 | $53,372,862 | $54,347,355 | +$974,493 | +1.83% | |
| Wells Fargo & Company/Mn | 0.01% | 2,146,202 | $50,607,451 | $51,530,310 | +$922,859 | +1.82% | |
| Quantinno Capital Management Lp | 0.06% | 2,143,555 | $50,545,032 | $51,466,756 | +$921,724 | +1.82% | |
| Bank Of America Corp | 0.00% | 1,781,736 | $42,013,330 | $42,779,481 | +$766,151 | +1.82% | |
| Ferguson Wellman Capital Management, Inc | 0.49% | 1,599,915 | $41,453,798 | $38,413,959 | -$3,039,839 | -7.33% | |
| Capital Wealth Planning, Llc | 0.20% | 1,659,962 | $39,141,904 | $39,855,688 | +$713,784 | +1.82% | |
| Jpmorgan Chase & Co | 0.00% | 1,525,928 | $36,179,775 | $36,637,531 | +$457,756 | +1.27% | |
| Causeway Capital Management | Sarah Ketterer | 0.36% | 1,392,610 | $32,837,743 | $33,436,566 | +$598,823 | +1.82% |
| Aqr Capital Management Llc | 0.01% | 1,340,654 | $31,612,628 | $32,189,103 | +$576,475 | +1.82% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,244,470 | $29,344,603 | $29,879,725 | +$535,122 | +1.82% | |
| Creative Planning | 0.01% | 954,982 | $24,743,588 | $22,929,118 | -$1,814,470 | -7.33% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 1,023,572 | $24,135,828 | $24,575,964 | +$440,136 | +1.82% |
| Massachusetts Financial Services Co | 0.01% | 1,022,557 | $24,111,904 | $24,551,594 | +$439,690 | +1.82% | |
| Calamos Advisors Llc | 0.07% | 799,550 | $20,716,341 | $19,197,196 | -$1,519,146 | -7.33% | |
| Natixis Advisors, Llc | 0.02% | 812,854 | $19,167,000 | $19,516,625 | +$349,625 | +1.82% | |
| O'Shaughnessy Asset Management, Llc | 0.09% | 791,559 | $18,664,961 | $19,005,332 | +$340,371 | +1.82% | |
| Bank Of New York Mellon Corp | 0.00% | 781,157 | $18,419,688 | $18,755,580 | +$335,892 | +1.82% | |
| Royal Bank Of Canada | 0.00% | 765,357 | $18,046,000 | $18,376,222 | +$330,222 | +1.83% | |
| Ubs Group Ag | 0.00% | 733,542 | $17,296,920 | $17,612,343 | +$315,423 | +1.82% | |
| Ccm Investment Advisers Llc | 1.24% | 677,598 | $15,977,760 | $16,269,128 | +$291,368 | +1.82% | |
| Invesco Ltd. | 0.00% | 628,286 | $14,814,973 | $15,085,147 | +$270,174 | +1.82% | |
| Anderson Hoagland & Co | 1.11% | 601,549 | $14,491,315 | $14,443,191 | -$48,124 | -0.33% | |
| Stifel Financial Corp | 0.01% | 570,629 | $13,455,454 | $13,700,802 | +$245,348 | +1.82% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 540,271 | $12,993,523 | $12,971,907 | -$21,616 | -0.17% | |
| Lpl Financial Llc | 0.00% | 500,370 | $11,798,726 | $12,013,884 | +$215,158 | +1.82% | |
| Pathstone Holdings, Llc | 0.05% | 590,654 | $11,665,412 | $14,181,603 | +$2,516,191 | +21.57% | |
| Cerity Partners Llc | 0.01% | 493,964 | $11,647,695 | $11,860,076 | +$212,381 | +1.82% | |
| Bank Of Montreal | 0.00% | 486,147 | $11,463,347 | $11,672,389 | +$209,042 | +1.82% | |
| Mariner, Llc | 0.01% | 478,697 | $11,288,294 | $11,493,515 | +$205,221 | +1.82% | |
| Boston Partners | 0.01% | 468,247 | $11,128,694 | $11,242,610 | +$113,916 | +1.02% | |
| Ethic Inc. | 0.14% | 461,574 | $10,883,907 | $11,082,392 | +$198,485 | +1.82% | |
| Westfield Capital Management Co Lp | 0.04% | 456,612 | $10,766,911 | $10,963,254 | +$196,343 | +1.82% | |
| Raymond James Financial Inc | 0.00% | 450,625 | $10,625,731 | $10,819,506 | +$193,775 | +1.82% | |
| Ramirez Asset Management, Inc. | 1.10% | 446,780 | $10,535,075 | $10,727,188 | +$192,113 | +1.82% | |
| Sei Investments Co | 0.01% | 439,633 | $10,366,420 | $10,555,588 | +$189,168 | +1.82% | |
| Cibc World Market Inc. | 0.02% | 437,164 | $10,308,327 | $10,496,308 | +$187,981 | +1.82% | |
| Assetmark, Inc | 0.02% | 382,038 | $9,898,596 | $9,172,732 | -$725,864 | -7.33% | |
| Federated Hermes, Inc. | 0.01% | 414,866 | $9,782,540 | $9,960,933 | +$178,393 | +1.82% | |
| Qrg Capital Management, Inc. | 0.08% | 408,740 | $9,638,092 | $9,813,847 | +$175,755 | +1.82% | |
| Moran Wealth Management, Llc | 0.25% | 347,144 | $8,994,501 | $8,334,927 | -$659,574 | -7.33% | |
| &Partners | 0.04% | 366,043 | $8,637,164 | $8,788,692 | +$151,528 | +1.75% |
Frequently asked questions about SMFG
Who are the largest institutional holders of SMFG?
The largest institutional holders of SMFG reported in the latest SEC Form 13F filings include Morgan Stanley, Fmr Llc, Goldman Sachs Group Inc, Blackrock, Inc., and Fisher Asset Management, Llc. InsiderSet ranks institutional holders by their latest reported SMFG position.
What is SMFG institutional ownership?
This page tracks SMFG positions reported by institutional investment managers through SEC Form 13F. SUMITOMO MITSUI-SPONS ADR (SMFG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMFG?
InsiderSet currently tracks 471 institutional managers reporting SMFG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMFG shareholders.
How much SMFG stock do institutions own?
Institutional investment managers disclosed approximately $2.99B in SMFG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMFG institutional ownership last updated?
The latest SMFG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMFG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMFG position after the reporting date.
Are institutions buying or selling SMFG?
Institutional buying and selling can be analyzed by comparing SMFG positions across consecutive 13F reporting periods. InsiderSet's SMFG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMFG ownership changes.
How has SMFG institutional ownership changed over time?
InsiderSet tracks SMFG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.