Security record
SMFG
Sumitomo Mitsui Financial Group, Inc. · Financial Services · Banks - Diversified
83Tracked holders
-4Δ holders
105.79MShares held
$2.50BReported value
+3New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -4.6% ·
share flow +8.5% ·
net new positions -4.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 25.11M | +9.4% | $592.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 13.94M | +10.9% | $328.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 13.94M | +10.9% | $328.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 13.94M | +10.9% | $328.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 13.94M | +10.9% | $328.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 10.81M | +1.0% | $255.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 10.81M | +1.0% | $255.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 10.81M | +1.0% | $255.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 7.85M | +2.3% | $185.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 7.85M | +2.3% | $185.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 7.85M | +2.3% | $185.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 7.85M | +2.3% | $185.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 6.29M | +96.8% | $148.35M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 25 | Northern Trust Corp | 6.16M | -0.5% | $145.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northern Trust Corp | 6.16M | -0.5% | $145.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northern Trust Corp | 6.16M | -0.5% | $145.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | American Century Companies Inc | 3.49M | +16.1% | $82.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 3.14M | +1.6% | $74.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 3.14M | +1.6% | $74.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 3.14M | +1.6% | $74.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 2.26M | +2.8% | $53.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 2.15M | -0.7% | $50.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 2.15M | -0.7% | $50.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 2.15M | -0.7% | $50.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 2.15M | -0.7% | $50.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 2.14M | +32.7% | $50.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 1.78M | -3.5% | $42.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 1.78M | -3.5% | $42.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 1.78M | -3.5% | $42.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 1.78M | -3.5% | $42.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 1.78M | -3.5% | $42.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.53M | +66.2% | $36.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 1.34M | +58.6% | $31.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 1.34M | +58.6% | $31.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 1.34M | +58.6% | $31.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 1.34M | +58.6% | $31.61M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 56 | Charles Schwab Investment… | 1.24M | +14.2% | $29.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Charles Schwab Investment… | 1.24M | +14.2% | $29.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Renaissance Technologies ✦ | 1.02M | -41.5% | $24.14M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 59 | Massachusetts Financial Services Co… | 1.02M | +19.6% | $24.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Massachusetts Financial Services Co… | 1.02M | +19.6% | $24.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Creative Planning | 883.66K | +15.6% | $20.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Creative Planning | 883.66K | +15.6% | $20.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 781.16K | +5.6% | $18.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 781.16K | +5.6% | $18.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 781.16K | +5.6% | $18.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 781.16K | +5.6% | $18.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 781.16K | +5.6% | $18.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 781.16K | +5.6% | $18.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 781.16K | +5.6% | $18.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Royal Bank Of Canada | 765.36K | +201.4% | $18.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | UBS Group AG | 733.54K | +15.5% | $17.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | UBS Group AG | 733.54K | +15.5% | $17.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS Group AG | 733.54K | +15.5% | $17.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Invesco Ltd. | 628.29K | +0.8% | $14.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Invesco Ltd. | 628.29K | +0.8% | $14.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Stifel Financial Corp | 570.63K | +1.9% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Stifel Financial Corp | 570.63K | +1.9% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Stifel Financial Corp | 570.63K | +1.9% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Stifel Financial Corp | 570.63K | +1.9% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Allspring Global Investments… | 540.27K | -6.1% | $12.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Allspring Global Investments… | 540.27K | -6.1% | $12.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | LPL Financial LLC | 500.37K | +6.7% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Cerity Partners LLC | 493.96K | +4.1% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Cerity Partners LLC | 493.96K | +4.1% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Cerity Partners LLC | 493.96K | +4.1% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 486.15K | +1100.9% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 486.15K | +1100.9% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 486.15K | +1100.9% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 486.15K | +1100.9% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 486.15K | +1100.9% | $11.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Mariner, LLC | 478.70K | +10.0% | $11.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Mariner, LLC | 478.70K | +10.0% | $11.29M | 0.0% | ▲ Add | 3 | 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
| Qube Research & Technologies… | $9.08M | was 0.0% |
| Toronto Dominion Bank | $6.48M | was 0.0% |
| Citadel Advisors | $5.24M | was 0.0% |
| Point72 Asset Management | $3.14M | was 0.0% |
| LMR Partners LLP | $562,994 | was 0.0% |
| Marshall Wace | $370,016 | was 0.0% |
| Two Sigma Investments | $237,000 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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