Security record · archived quarter
SMFG
Sumitomo Mitsui Financial Group, Inc. · Financial Services · Banks - Diversified
86Tracked holders
0Δ holders
92.16MShares held
$1.78BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | -4 | 105.79M | $2.50B | +3 | −7 |
| Q1 2026 | 88 | 0 | 97.54M | $1.93B | +5 | −5 |
| Q4 2025 | 86 | 0 | 92.16M | $1.78B | — | — |
| Q3 2025 | 14 | +2 | 57.25M | $958.39M | +2 | — |
| Q2 2025 | 9 | +1 | 21.86M | $330.35M | +2 | −1 |
| Q1 2025 | 6 | 0 | 2.58M | $39.94M | +1 | −1 |
| Q4 2024 | 6 | -2 | 2.45M | $35.55M | — | −2 |
| Q3 2024 | 7 | 0 | 3.98M | $28.34M | +1 | −1 |
| Q2 2024 | 7 | — | 5.86M | $78.55M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 21.54M | +1.9% | $416.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 12.25M | +13.7% | $236.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 12.25M | +13.7% | $236.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 11.00M | +1.5% | $212.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 11.00M | +1.5% | $212.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 11.00M | +1.5% | $212.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 7.16M | +0.6% | $138.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 7.16M | +0.6% | $138.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 7.16M | +0.6% | $138.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northern Trust Corp | 6.10M | — | $117.89M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northern Trust Corp | 6.10M | — | $117.89M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northern Trust Corp | 6.10M | — | $117.89M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 2.87M | — | $55.53M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 2.87M | — | $55.53M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 2.87M | — | $55.53M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | American Century Companies Inc | 2.34M | — | $45.29M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 2.15M | — | $41.60M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 2.15M | — | $41.60M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 2.15M | — | $41.60M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 2.15M | — | $41.60M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 2.06M | — | $39.79M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 1.92M | -15.7% | $37.20M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 35 | Fisher Asset Management ✦ | 1.65M | +8.0% | $31.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 1.53M | — | $29.52M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 1.53M | — | $29.52M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 1.53M | — | $29.52M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 1.53M | — | $29.52M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 1.53M | — | $29.52M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 1.37M | — | $26.49M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Jane Street Group, Llc | 1.32M | — | $25.49M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Jane Street Group, Llc | 1.32M | — | $25.49M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Jane Street Group, Llc | 1.32M | — | $25.49M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Invesco Ltd. | 1.00M | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Invesco Ltd. | 1.00M | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Charles Schwab Investment… | 886.13K | — | $17.13M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Massachusetts Financial Services Co… | 736.47K | — | $14.24M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Massachusetts Financial Services Co… | 736.47K | — | $14.24M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | UBS Group AG | 731.25K | — | $14.14M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS Group AG | 731.25K | — | $14.14M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | UBS Group AG | 731.25K | — | $14.14M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 711.13K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 711.13K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 711.13K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 711.13K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 711.13K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 711.13K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 711.13K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Creative Planning | 662.82K | — | $12.81M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Creative Planning | 662.82K | — | $12.81M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 644.76K | +23.9% | $12.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 644.76K | +23.9% | $12.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 644.76K | +23.9% | $12.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 644.76K | +23.9% | $12.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 74 | Allspring Global Investments… | 609.93K | — | $11.86M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Allspring Global Investments… | 609.93K | — | $11.86M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | D. E. Shaw & Co. ✦ | 600.91K | -15.7% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Federated Hermes, Inc. | 543.99K | — | $10.52M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Federated Hermes, Inc. | 543.99K | — | $10.52M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Stifel Financial Corp | 532.74K | — | $10.30M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Stifel Financial Corp | 532.74K | — | $10.30M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Stifel Financial Corp | 532.74K | — | $10.30M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Stifel Financial Corp | 532.74K | — | $10.30M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Boston Partners | 483.56K | — | $9.38M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Cibc World Market Inc. | 456.77K | — | $8.83M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cerity Partners LLC | 429.10K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cerity Partners LLC | 429.10K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Cerity Partners LLC | 429.10K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | LPL Financial LLC | 426.35K | — | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Citadel Advisors ✦ | 425.69K | +762.4% | $8.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Sei Investments Co | 419.20K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Point72 Asset Management ✦ | 410.47K | +293.5% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Mariner, LLC | 409.75K | — | $7.92M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Mariner, LLC | 409.75K | — | $7.92M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Toronto Dominion Bank | 341.83K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Raymond James Financial Inc | 330.52K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Raymond James Financial Inc | 330.52K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Raymond James Financial Inc | 330.52K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Us Bancorp \De\ | 321.64K | — | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Us Bancorp \De\ | 321.64K | — | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Us Bancorp \De\ | 321.64K | — | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 108.69K shares, $6.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 12
Anchi Kazuyuki
Officer, Director · 4.00K sh · $169,880
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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