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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 99.45K | $2.52M | n/a | −1 |
| Q2 2026 | 82 | -4 | 105.54M | $2.49B | +3 | −8 |
| Q1 2026 | 88 | 0 | 97.54M | $1.93B | +5 | −5 |
| Q4 2025 | 86 | 0 | 92.16M | $1.78B | n/a | n/a |
| Q3 2025 | 14 | +2 | 57.25M | $958.39M | +2 | n/a |
| 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 | n/a | −2 |
| Q3 2024 | 7 | 0 | 3.98M | $28.34M | +1 | −1 |
| Q2 2024 | 7 | n/a | 5.86M | $78.55M | n/a | n/a |
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 ↗ ×13 |
| 2 | Fidelity (FMR) ✦ | 12.25M | +13.7% | $236.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Goldman Sachs Group ✦ | 11.00M | +1.5% | $212.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | BlackRock ✦ (passive) | 7.16M | +0.6% | $138.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Northern Trust Corp | 6.10M | n/a | $117.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Dimensional Fund Advisors Lp | 2.87M | n/a | $55.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | American Century Companies Inc | 2.34M | n/a | $45.29M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.15M | n/a | $41.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Envestnet Asset Management Inc | 2.06M | n/a | $39.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 1.92M | -15.7% | $37.20M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 1.65M | +8.0% | $31.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 1.53M | n/a | $29.52M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Quantinno Capital Management LP | 1.37M | n/a | $26.49M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 1.32M | n/a | $25.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Invesco Ltd. | 1.00M | n/a | $19.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Charles Schwab Investment… | 886.13K | n/a | $17.13M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Massachusetts Financial Services Co… | 736.47K | n/a | $14.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | UBS Group AG | 731.25K | n/a | $14.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Bank of New York Mellon Corp | 711.13K | n/a | $13.75M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 20 | JPMorgan Chase ✦ | 711.07K | -33.9% | $13.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 21 | Creative Planning | 662.82K | n/a | $12.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 644.76K | +23.9% | $12.46M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 23 | Allspring Global Investments… | 609.93K | n/a | $11.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | D. E. Shaw & Co. ✦ | 600.91K | -15.7% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Federated Hermes, Inc. | 543.99K | n/a | $10.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Stifel Financial Corp | 532.74K | n/a | $10.30M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Boston Partners | 483.56K | n/a | $9.38M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cibc World Market Inc. | 456.77K | n/a | $8.83M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 429.10K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | LPL Financial LLC | 426.35K | n/a | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 425.69K | +762.4% | $8.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Sei Investments Co | 419.20K | n/a | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Point72 Asset Management ✦ | 410.47K | +293.5% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mariner, LLC | 409.75K | n/a | $7.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Toronto Dominion Bank | 341.83K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 330.52K | n/a | $6.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Us Bancorp \De\ | 321.64K | n/a | $6.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 38 | Cetera Investment Advisers | 278.19K | n/a | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 274.36K | n/a | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 260.70K | n/a | $5.04M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 41 | Ameriprise Financial Inc | 206.61K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Corient Private Wealth LP | 191.13K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 43 | Pnc Financial Services Group, Inc. | 190.85K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 44 | Mercer Global Advisors Inc /Adv | 184.26K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Tudor Investment Corp Et Al | 172.86K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 164.35K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 158.02K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | CIBC Asset Management Inc | 153.88K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 150.14K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | First Trust Advisors Lp | 140.32K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Captrust Financial Advisors | 133.53K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Neuberger Berman Group LLC | 108.88K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Rhumbline Advisers | 108.42K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Barclays Plc | 97.90K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Franklin Resources Inc | 94.20K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 56 | Focus Partners Wealth | 81.78K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Marshall Wace ✦ | 76.15K | +238.7% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 58 | Rockefeller Capital Management L.P. | 66.42K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | New York State Common Retirement… | 65.38K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Connor, Clark & Lunn Investment… | 64.59K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Osaic Holdings, Inc. | 53.79K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 62 | 1832 Asset Management L.P. | 52.08K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Wealth Enhancement Advisory… | 48.36K | n/a | $967,731 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Truist Financial Corp | 49.40K | n/a | $954,857 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 65 | Pacer Advisors, Inc. | 29.38K | n/a | $945,477 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 44.74K | n/a | $864,824 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 67 | Citigroup Inc | 42.60K | n/a | $823,535 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Walleye Trading LLC | 33.14K | n/a | $640,596 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Lazard Asset Management Llc | 31.85K | n/a | $615,613 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Cwm, Llc | 31.44K | n/a | $608,000 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Hrt Financial Lp | 30.06K | n/a | $581,000 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Chevy Chase Trust Holdings, LLC | 28.90K | n/a | $558,597 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Squarepoint Ops LLC | 27.33K | n/a | $528,212 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Qube Research & Technologies Ltd | 22.96K | n/a | $443,875 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Lido Advisors, LLC | 25.66K | n/a | $441,106 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | UBS AM, a distinct business unit of… | 21.29K | n/a | $411,536 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Millennium Management ✦ | 20.79K | -98.1% | $401,832 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 78 | Commonwealth Equity Services, Llc | 17.41K | n/a | $336,600 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | State Street Global Advisors ✦ (passive) | 13.95K | 0.0% | $269,731 | 0.0% | Held | 5 | SEC ↗ |
| 80 | Susquehanna International Group, Llp | 12.20K | n/a | $235,845 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Jones Financial Companies Lllp | 3.68K | n/a | $71,173 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Fifth Third Bancorp | 3.50K | n/a | $67,752 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Northwestern Mutual Wealth… | 1.79K | n/a | $34,582 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Kayne Anderson Rudnick Investment… | 504 | n/a | $9,755 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | National Bank Of Canada /Fi/ | 271 | n/a | $5,233 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | TD Waterhouse Canada Inc. | 6 | n/a | $116 | 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): 438 holders, 122.72M shares, $2.40B 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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