AI Holders Summary · Q2 2026

492 institutions reported SMFG in Q2 2026. MORGAN STANLEY leads at 25.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$592M25.1M0.03%Q2 2026 02

FMR LLC

CIK 0000315066

$329M13.9M0.01%Q2 2026 03

GOLDMAN SACHS GROUP INC

CIK 0000886982

$255M10.8M0.02%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$185M7.9M0.00%Q2 2026 05

Fisher Asset Management, LLC

CIK 0000850529

$148M6.3M0.04%Q2 2026 06

NORTHERN TRUST CORP

CIK 0000073124· Index

$145M6.2M0.02%Q2 2026 07

Clark Capital Management Group, Inc.

CIK 0001352187

$90M3.8M0.49%Q2 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$82M3.5M0.04%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$74M3.1M0.01%Q2 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$53M2.3M0.01%Q2 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$51M2.1M0.01%Q2 2026 12

Quantinno Capital Management LP

CIK 0001759654

$51M2.1M0.06%Q2 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$42M1.8M0.00%Q2 2026 14

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

CIK 0000869353

$40M1.7M0.49%Q2 2026 15

Capital Wealth Planning, LLC

CIK 0001566728

$39M1.7M0.20%Q2 2026 16

JPMORGAN CHASE & CO

CIK 0000019617

$36M1.5M0.00%Q2 2026 17

CAUSEWAY CAPITAL MANAGEMENT LLC

CIK 0001165797

$33M1.4M0.36%Q2 2026 18

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$32M1.3M0.01%Q2 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$29M1.2M0.00%Q2 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$27M1.1M0.00%Q2 2026

Page 1 of 25

472 more holders available. Log in →