SMFG

Sumitomo Mitsui-Spons ADR Cross-source read$27.29 2.79%
FinancialsCUSIP 86562M209· EOD Sep 11, 2026

Among active 13F managers last quarter, 3 opened and 39 added, while 11 reduced; the largest holder to move was Clark Capital Management Group, Inc. (+1.3%). Over the last 180 days, 1 insider sold and none bought, a net -$170K in open-market trades.

Tracked 13F holders
431
296 in Q2 2026 filings
13F value (tracked)
$2.6B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
42 adding · 11 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$170K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$27.29 2.79%5Y +273.3%
$3.68$10.02$16.37$22.71$29.052021202220232024202520263926314133392746343834454244403932394937544356405440795991548867111701306713381123512
Hover for who · click for detailEnd-of-day closing prices52w $15.20 – $27.56

Who owns SMFG?

431 tracked 13F filers · ranked by shares held

431 tracked 13F filers disclose a position in SMFG as of the latest SEC 13F filings, a combined $2.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley23.0M
$453.4M
+6.6%
Added · +1.4M sh
Q1 2026
2FMR LLC13.9M
$328.6M
+11%
Added · +1.4M sh
Q2 2026
3Goldman Sachs Group Inc10.7M
$211.5M
−2.7%
Reduced · −296K sh
Q1 2026
4BlackRock, Inc.7.9M
$185.2M
+2.3%
Added · +173K sh
Q2 2026
5Northern Trust Corp6.2M
$122.2M
+1.5%
Added · +91K sh
Q1 2026
6Clark Capital Management Group, Inc.3.8M
$90.3M
+1.3%
Added · +49K sh
Q2 2026
7Fisher Asset Management, LLC3.2M
$63.1M
+94%
Added · +1.5M sh
Q1 2026
8Dimensional Fund Advisors LP3.1M
$61.0M
+7.6%
Added · +218K sh
Q1 2026
9American Century Companies Inc3.0M
$59.4M
+28%
Added · +666K sh
Q1 2026
10Envestnet Asset Management Inc2.2M
$43.5M
+6.9%
Added · +143K sh
Q1 2026
11Wells Fargo & Company2.2M
$42.7M
+0.4%
Added · +9K sh
Q1 2026
12Bank Of America Corp1.8M
$36.5M
+21%
Added · +319K sh
Q1 2026
13Renaissance Technologies LLC1.7M
$34.5M
−9.1%
Reduced · −175K sh
Q1 2026
14Ferguson Wellman Capital Management, Inc1.7M
$33.8M
New
+1.7M sh
Q1 2026
15Capital Wealth Planning, LLC1.7M
$39.1M
+27%
Added · +354K sh
Q2 2026
16Quantinno Capital Management LP1.6M
$31.9M
+18%
Added · +245K sh
Q1 2026
17Causeway Capital Management LLC1.3M
$25.0M
+7.6%
Added · +90K sh
Q1 2026
18Jane Street Group, LLC1.2M
$24.6M
−5.6%
Reduced · −74K sh
Q1 2026
19Charles Schwab Investment Management Inc1.1M
$21.5M
+23%
Added · +204K sh
Q1 2026
20JPMorgan Chase & Co918K
$17.5M
+29%
Added · +207K sh
Q1 2026
21Massachusetts Financial Services Co855K
$16.9M
+16%
Added · +118K sh
Q1 2026
22AQR Capital Management LLC845K
$16.7M
+31%
Added · +200K sh
Q1 2026
23Calamos Advisors LLC803K
$18.9M
+333%
Added · +617K sh
Q2 2026
24O'shaughnessy Asset Management, LLC792K
$18.7M
+6.9%
Added · +51K sh
Q2 2026
25Creative Planning765K
$15.1M
+15%
Added · +102K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SMFG being bought or sold by institutions?

Last quarter, 3 funds opened a new position in SMFG and 39 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
39
added to an existing position
Reduced
11
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SMFG also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA251 funds$181.7B
Microsoft CorpMSFT248 funds$131.2B
Apple IncAAPL245 funds$143.0B
Alphabet Inc-CL AGOOGL245 funds$89.5B
Broadcom IncAVGO245 funds$69.1B
Amazon.com IncAMZN244 funds$97.7B
Meta Platforms Inc-Class AMETA244 funds$53.0B
JPMorgan Chase & CoJPM244 funds$41.0B
Visa Inc-Class A SharesV243 funds$33.5B
Alphabet Inc-CL CGOOG242 funds$53.7B
Eli Lilly & CoLLY242 funds$36.4B
Johnson & JohnsonJNJ238 funds$25.8B

Ranked by how many of SMFG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMFG.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$170K
1 insider
Net · 180d
-$170K
1 open-market transaction
DateInsiderRoleActionSharesValue
Aug 12, 2026Anchi KazuyukiSr. Mg. Corp. EO & Group CFO, DirectorSell (S)4K$170K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
7225
Insiders
Form 4 open-market
01-$170K
US House
STOCK Act trades
00$0
Sector rotation
SMFG is in Financials, which smart money is rotating OUT OF
$31.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

296 tracked filers in Q2 2026 filingsstill filing
0200399Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $524.5M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
SMFGthis pagecs431 funds$2.6B
86562MAY6FOREIGN BONDS (US $)1 funds$24K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for SMFG

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Ask your agent what changed in SMFG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SMFG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SMFG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.