13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Commercial Banks, NECInflation hedgeYield
SMFG

SUMITOMO MITSUI FINL GROUP I

474 institutions still hold SUMITOMO MITSUI FINL GROUP I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86562M209·Commercial Banks, NEC·474 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.3%
vs prior quarter
13F value held
$1.8B
50.0% inst. owned
of float
Holders
474
-57 QoQ
filers reporting
Activity
+8 / −6
+830 added · −933 reduced
this quarter
Concentration
24.75%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

474 institutions reported SMFG in Q1 2026. MORGAN STANLEY leads at 24.7% of the visible book. -57 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$453M23.0M0.03%Q1 202602
FMR LLC
CIK 0000315066
$248M12.6M0.01%Q1 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$211M10.7M0.02%Q1 202604
BlackRock, Inc.
CIK 0002012383
$152M7.7M0.00%Q1 202605
NORTHERN TRUST CORP
CIK 0000073124· Index
$122M6.2M0.02%Q1 202606
Clark Capital Management Group, Inc.
CIK 0001352187
$75M3.8M0.46%Q1 202607
CITADEL ADVISORS LLC
CIK 0001423053
$67M3.5M0.01%Q4 202508
Fisher Asset Management, LLC
CIK 0000850529
$63M3.2M0.02%Q1 202609
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$61M3.1M0.01%Q1 202610
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$59M3.0M0.03%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$43M2.2M0.01%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$43M2.2M0.01%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$36M1.8M0.00%Q1 202614
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$35M1.7M0.05%Q1 202615
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$34M1.7M0.46%Q1 202616
Quantinno Capital Management LP
CIK 0001759654
$32M1.6M0.05%Q1 202617
Capital Wealth Planning, LLC
CIK 0001566728
$26M1.3M0.14%Q1 202618
CAUSEWAY CAPITAL MANAGEMENT LLC
CIK 0001165797
$25M1.3M0.31%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$25M1.3M0.00%Q1 202620
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$22M1.1M0.00%Q1 2026
Page 1 of 24
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