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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on SMFG is one-sided between 2026-Q1 and 2026-Q2: 147 added or opened and 30 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 447 tracked filers holding SMFG, 285 increased or opened the position and 152 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 2026-Q1 and 2026-Q2 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 9
- LEE JOHNSON CAPITAL MANAGEMENT, LLC$4M
- Nuveen, LLC$4M
- Diversify Advisory Services, LLC$3M
- Alphadyne Asset Management LP$2M
- Myriad Asset Management Advisors LLC$2M
- Global Retirement Partners, LLC$1M
Full exits 18
- NATIXIS ADVISORS, LLC$14M
- Qube Research & Technologies Ltd$9M
- TORONTO DOMINION BANK$6M
- Massar Capital Management, LP$6M
- HighTower Advisors, LLC$5M
- CITADEL ADVISORS LLC$5M
Largest adds
- MORGAN STANLEY$139M
- Fisher Asset Management, LLC$85M
- FMR LLC$80M
- GOLDMAN SACHS GROUP INC$44M
- BlackRock, Inc.$37M
- NORTHERN TRUST CORP$23M
Largest trims
- JANE STREET GROUP, LLC$24M
- RENAISSANCE TECHNOLOGIES LLC$10M
- CHILTON INVESTMENT CO INC.$2M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$1M
- Integrated Quantitative Investments LLC$1M
- YOUSIF CAPITAL MANAGEMENT, LLC$815K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 25,112,524 | $592M | 20.0% | 2026-Q2 |
| FMR LLC added | 13,937,223 | $329M | 11.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 10,814,662 | $255M | 8.6% | 2026-Q2 |
| BlackRock, Inc. added | 7,854,802 | $185M | 6.3% | 2026-Q2 |
| Fisher Asset Management, LLC added | 6,291,379 | $148M | 5.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 6,158,454 | $145M | 4.9% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 3,831,212 | $90M | 3.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,493,982 | $82M | 2.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,139,702 | $74M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,263,530 | $53M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,146,202 | $51M | 1.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 2,143,555 | $51M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,781,736 | $42M | 1.4% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 1,709,700 | $40M | 1.4% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 1,659,962 | $39M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,525,928 | $36M | 1.2% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 1,392,610 | $33M | 1.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,340,654 | $32M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,244,470 | $29M | 1.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,023,572 | $24M | 0.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,022,557 | $24M | 0.8% | 2026-Q2 |
| Creative Planning added | 883,657 | $21M | 0.7% | 2026-Q2 |
| Calamos Advisors LLC added | 802,736 | $19M | 0.6% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 791,559 | $19M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 781,157 | $18M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 765,357 | $18M | 0.6% | 2026-Q2 |
| UBS Group AG added | 733,542 | $17M | 0.6% | 2026-Q2 |
| ANDERSON HOAGLAND & CO trimmed | 717,018 | $17M | 0.6% | 2026-Q2 |
| CCM INVESTMENT ADVISERS LLC added | 677,598 | $16M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 628,286 | $15M | 0.5% | 2026-Q2 |
| Pathstone Holdings, LLC added | 597,092 | $14M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 570,629 | $13M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 540,271 | $13M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 500,370 | $12M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 493,964 | $12M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 486,147 | $11M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 478,697 | $11M | 0.4% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 476,543 | $11M | 0.4% | 2026-Q2 |
| Boston Partners added | 468,247 | $11M | 0.4% | 2026-Q2 |
| Ethic Inc. added | 461,574 | $11M | 0.4% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 456,612 | $11M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 450,625 | $11M | 0.4% | 2026-Q2 |
| Ramirez Asset Management, Inc. added | 446,780 | $11M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 439,633 | $10M | 0.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 437,164 | $10M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 414,866 | $10M | 0.3% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 408,740 | $10M | 0.3% | 2026-Q2 |
| &PARTNERS trimmed | 366,043 | $9M | 0.3% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 336,966 | $8M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ added | 329,155 | $8M | 0.3% | 2026-Q2 |
| Allianz SE added | 324,970 | $8M | 0.3% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC added | 320,000 | $8M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 317,252 | $7M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 288,600 | $7M | 0.2% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 280,724 | $7M | 0.2% | 2026-Q2 |
| Callan Family Office, LLC added | 266,254 | $6M | 0.2% | 2026-Q2 |
| AUGUSTINE ASSET MANAGEMENT INC trimmed | 262,517 | $6M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC added | 260,095 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 258,736 | $6M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 252,927 | $6M | 0.2% | 2026-Q2 |
| Gradient Investments LLC added | 251,341 | $6M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 249,596 | $6M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 248,161 | $6M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 242,046 | $6M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 238,293 | $6M | 0.2% | 2026-Q2 |
| SIGNATUREFD, LLC added | 235,552 | $6M | 0.2% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 231,955 | $6M | 0.2% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 230,432 | $5M | 0.2% | 2026-Q2 |
| Gilman Hill Asset Management, LLC added | 211,570 | $5M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 211,424 | $5M | 0.2% | 2026-Q2 |
| Calamos Wealth Management LLC added | 206,378 | $5M | 0.2% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 204,401 | $5M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 196,100 | $5M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 188,474 | $4M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 175,094 | $4M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 173,711 | $4M | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC added | 172,721 | $4M | 0.1% | 2026-Q2 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC new | 163,993 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 163,083 | $4M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 162,467 | $4M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 159,544 | $4M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 155,052 | $4M | 0.1% | 2026-Q2 |
| Caprock Group, LLC added | 149,157 | $4M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 148,899 | $4M | 0.1% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. added | 143,600 | $3M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 141,675 | $3M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 139,625 | $3M | 0.1% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 138,754 | $3M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 137,775 | $3M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 134,555 | $3M | 0.1% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 131,754 | $3M | 0.1% | 2026-Q2 |
| BTC Capital Management, Inc. added | 127,667 | $3M | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 126,375 | $3M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 123,552 | $3M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 123,073 | $3M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 116,391 | $3M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 116,391 | $3M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 112,556 | $3M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 111,339 | $3M | 0.1% | 2026-Q2 |
| DJE Kapital AG trimmed | 94,049 | $4M | 0.1% | 2026-Q2 |
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.