Who owns SMFG
Which tracked institutional funds hold SMFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMFG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
91 tracked funds added or opened SMFG while 45 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMFG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 439 tracked filers holding SMFG, 263 increased or opened the position and 153 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMFG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$34M
- CCM INVESTMENT ADVISERS LLC$6M
- Calamos Advisors LLC$4M
- DJE Kapital AG$3M
- Aquatic Capital Management LLC$3M
- BAROMETER CAPITAL MANAGEMENT INC.$3M
Full exits 20
- D. E. Shaw & Co., Inc.$12M
- Forum Financial Management, LP$4M
- TUDOR INVESTMENT CORP ET AL$3M
- PARK AVENUE SECURITIES LLC$3M
- ABC ARBITRAGE SA$3M
- DV EQUITIES, LLC$2M
Largest adds
- MORGAN STANLEY$37M
- Fisher Asset Management, LLC$31M
- AMERICAN CENTURY COMPANIES INC$14M
- FMR LLC$11M
- BlackRock, Inc.$10M
- Qube Research & Technologies Ltd$9M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- Invesco Ltd.$8M
- Ramirez Asset Management, Inc.$6M
- QUADRANT CAPITAL GROUP LLC$5M
- Point72 Asset Management, L.P.$5M
- Clark Capital Management Group, Inc.$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 22,958,371 | $453M | 19.6% | 2026-Q1 |
| FMR LLC added | 12,567,756 | $248M | 10.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 10,708,002 | $211M | 9.2% | 2026-Q1 |
| BlackRock, Inc. added | 7,519,044 | $149M | 6.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 6,189,655 | $122M | 5.3% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 3,782,399 | $75M | 3.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 3,196,927 | $63M | 2.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,090,741 | $61M | 2.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,008,905 | $59M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,201,284 | $43M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,160,619 | $43M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,846,335 | $36M | 1.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,749,272 | $35M | 1.5% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 1,711,455 | $34M | 1.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,615,819 | $32M | 1.4% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 1,305,755 | $26M | 1.1% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 1,267,248 | $25M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,244,903 | $25M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,089,747 | $22M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 918,315 | $17M | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 854,599 | $17M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 843,122 | $17M | 0.7% | 2026-Q1 |
| Creative Planning added | 764,584 | $15M | 0.7% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 740,634 | $15M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 739,781 | $15M | 0.6% | 2026-Q1 |
| ANDERSON HOAGLAND & CO trimmed | 725,248 | $14M | 0.6% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 699,894 | $14M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 635,267 | $13M | 0.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 575,259 | $12M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 601,871 | $12M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC added | 590,654 | $12M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 559,790 | $11M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 474,705 | $9M | 0.4% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 474,683 | $9M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 468,793 | $9M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 459,656 | $9M | 0.4% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 457,584 | $9M | 0.4% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 452,860 | $9M | 0.4% | 2026-Q1 |
| Boston Partners trimmed | 437,159 | $9M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 435,188 | $9M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 431,723 | $9M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 412,872 | $8M | 0.4% | 2026-Q1 |
| Moran Wealth Management, LLC added | 404,869 | $8M | 0.3% | 2026-Q1 |
| Ramirez Asset Management, Inc. trimmed | 402,811 | $8M | 0.3% | 2026-Q1 |
| Ethic Inc. added | 401,745 | $8M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 402,311 | $8M | 0.3% | 2026-Q1 |
| &PARTNERS added | 366,517 | $7M | 0.3% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 345,653 | $7M | 0.3% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 327,910 | $6M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 324,514 | $6M | 0.3% | 2026-Q1 |
| Massar Capital Management, LP | 320,000 | $6M | 0.3% | 2026-Q1 |
| CCM INVESTMENT ADVISERS LLC new | 305,762 | $6M | 0.3% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 294,000 | $6M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 290,698 | $6M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 284,919 | $6M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 273,754 | $5M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 265,505 | $5M | 0.2% | 2026-Q1 |
| AUGUSTINE ASSET MANAGEMENT INC added | 264,238 | $5M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 259,972 | $5M | 0.2% | 2026-Q1 |
| Callan Family Office, LLC added | 255,668 | $5M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 253,890 | $5M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 246,343 | $5M | 0.2% | 2026-Q1 |
| Gradient Investments LLC added | 236,764 | $5M | 0.2% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC added | 235,570 | $5M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 235,290 | $5M | 0.2% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO added | 230,432 | $5M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 228,388 | $5M | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC added | 224,694 | $4M | 0.2% | 2026-Q1 |
| Allianz SE added | 221,970 | $4M | 0.2% | 2026-Q1 |
| Gilman Hill Asset Management, LLC trimmed | 206,809 | $4M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 204,898 | $4M | 0.2% | 2026-Q1 |
| Vise Technologies, Inc. | 208,707 | $4M | 0.2% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 200,534 | $4M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 194,022 | $4M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 193,986 | $4M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 193,136 | $4M | 0.2% | 2026-Q1 |
| Calamos Advisors LLC added | 185,280 | $4M | 0.2% | 2026-Q1 |
| Calamos Wealth Management LLC added | 185,280 | $4M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 176,990 | $3M | 0.2% | 2026-Q1 |
| XY Capital Ltd added | 175,608 | $3M | 0.2% | 2026-Q1 |
| DJE Kapital AG new | 100,470 | $3M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 165,045 | $3M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 159,100 | $3M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 152,886 | $3M | 0.1% | 2026-Q1 |
| Caprock Group, LLC trimmed | 146,641 | $3M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 145,491 | $3M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 145,062 | $3M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 142,377 | $3M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 139,590 | $3M | 0.1% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC trimmed | 138,081 | $3M | 0.1% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 136,337 | $3M | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 136,324 | $3M | 0.1% | 2026-Q1 |
| Naviter Wealth, LLC added | 135,945 | $3M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 600,909 | $12M | 0.5% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 446,154 | $7M | 0.3% | 2025-Q3 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 242,300 | $6M | 0.3% | 2025-Q1 stale |
| Benson Investment Management Company, Inc. trimmed | 355,750 | $5M | 0.2% | 2025-Q1 stale |
| Forum Financial Management, LP | 209,587 | $4M | 0.2% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 172,858 | $3M | 0.1% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC trimmed | 154,946 | $3M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.