Sumitomo Mitsui Financial Group (SMFG): which funds own it

Financials →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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No concentrated manager holds it.

Who owns Sumitomo Mitsui Financial Group?

Sumitomo Mitsui Financial Group trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. As of Jun 30, 2026, the largest ADR holders reported on Form 13F were Morgan Stanley (25.1 million ADRs), FMR (13.9 million ADRs) and Goldman Sachs Group (10.8 million ADRs).

Which institutions hold the most Sumitomo Mitsui Financial Group shares?

Per Form 13F filings as of Jun 30, 2026, in ADRs:

1. Morgan Stanley: 25.1 million ADRs
2. FMR: 13.9 million ADRs
3. Goldman Sachs Group: 10.8 million ADRs
4. BlackRock: 7.9 million ADRs
5. Fisher Asset Management: 6.3 million ADRs
6. Northern Trust: 6.2 million ADRs
7. Clark Capital Management Group: 3.8 million ADRs
8. American Century Companies: 3.5 million ADRs
9. Dimensional Fund Advisors: 3.1 million ADRs
10. Envestnet Asset Management: 2.3 million ADRs

Sources:All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers

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All 13F: 465

Consensus

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No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$23.58

+19.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SMFG (all 13F filers)

Morgan Stanley25.1 MBank or trading desk+2.2 M
FMR13.9 MInvestment firm+1.4 M
Goldman Sachs Group10.8 MBank or trading desk+107 K
BlackRock7.9 MIndex manager+173 K
Fisher Asset Management6.3 MInvestment firm+3.1 M
Northern Trust6.2 MIndex manager−31 K
Clark Capital Management Group3.8 MType not verified+49 K
American Century Companies3.5 MInvestment firm+485 K
Dimensional Fund Advisors3.1 MIndex manager+49 K
Envestnet Asset Management2.3 MWealth adviser+62 K

Filer	Type
Morgan Stanley	Bank or trading desk	25.1 M	+2.2 M	$592M
FMR	Investment firm	13.9 M	+1.4 M	$329M
Goldman Sachs Group	Bank or trading desk	10.8 M	+107 K	$255M
BlackRock	Index manager	7.9 M	+173 K	$185M
Fisher Asset Management	Investment firm	6.3 M	+3.1 M	$148M
Northern Trust	Index manager	6.2 M	−31 K	$145M
Clark Capital Management Group	Type not verified	3.8 M	+49 K	$90.3M
American Century Companies	Investment firm	3.5 M	+485 K	$82.4M
Dimensional Fund Advisors	Index manager	3.1 M	+49 K	$74.0M
Envestnet Asset Management	Wealth adviser	2.3 M	+62 K	$53.4M

Morgan Stanley
Shares
25.1 M
Change
+2.2 M
See more
Type
Bank or trading desk
Value
$592M
FMR
Shares
13.9 M
Change
+1.4 M
See more
Type
Investment firm
Value
$329M
Goldman Sachs Group
Shares
10.8 M
Change
+107 K
See more
Type
Bank or trading desk
Value
$255M
BlackRock
Shares
7.9 M
Change
+173 K
See more
Type
Index manager
Value
$185M
Fisher Asset Management
Shares
6.3 M
Change
+3.1 M
See more
Type
Investment firm
Value
$148M
Northern Trust
Shares
6.2 M
Change
−31 K
See more
Type
Index manager
Value
$145M
Clark Capital Management Group
Shares
3.8 M
Change
+49 K
See more
Type
Type not verified
Value
$90.3M
American Century Companies
Shares
3.5 M
Change
+485 K
See more
Type
Investment firm
Value
$82.4M
Dimensional Fund Advisors
Shares
3.1 M
Change
+49 K
See more
Type
Index manager
Value
$74.0M
Envestnet Asset Management
Shares
2.3 M
Change
+62 K
See more
Type
Wealth adviser
Value
$53.4M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)

Amount (6 m)

CEO/CFO bought (12 m)

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

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