Funds holding Sumitomo Mitsui Financial Group Inc
ISIN US86562M2098 · Japan · LEI 35380028MYWPB6AUO129
- Fund holders
- 31
- Of which ETFs
- 13 18 other funds
- Value held
- ≈ 175.1M $ 174.7M $ · 347K €
This issuer has other securities: Sumitomo Mitsui Financial Group Inc (JP3890350006)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Avantis International Equity ETF American Century ETF Trust | 2,575,031 | 56.6M $ | 0.33 % | as of May 31, 2026 ↗ |
| Amplify CWP International Enhanced Dividend Income ETF Amplify ETF Trust | 1,651,886 | 39M $ | 3.03 % | as of Jun 30, 2026 ↗ |
| Invesco International Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 598,973 | 15.5M $ | 1.67 % | as of Jul 31, 2026 ↗ |
| Avantis International Large Cap Value ETF American Century ETF Trust | 331,134 | 7.3M $ | 0.41 % | as of May 31, 2026 ↗ |
| Timothy Plan International Fund TIMOTHY PLAN | 318,000 | 7.5M $ | 3.17 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced International Fund Steward Funds Inc | 289,381 | 7.5M $ | 2.20 % | as of Jul 31, 2026 ↗ |
| Harbor Dividend Growth Leaders ETF Harbor ETF Trust | 248,760 | 6.4M $ | 2.74 % | as of Jul 31, 2026 ↗ |
| Calamos Global Opportunities Fund CALAMOS INVESTMENT TRUST/IL | 222,750 | 5.8M $ | 1.57 % | as of Jul 31, 2026 ↗ |
| ActivePassive International Equity ETF Trust for Professional Managers | 212,207 | 4.7M $ | 0.45 % | as of May 31, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 153,734 | 3.4M $ | 0.32 % | as of May 31, 2026 ↗ |
| Calamos Global Equity Fund CALAMOS INVESTMENT TRUST/IL | 119,100 | 3.1M $ | 1.64 % | as of Jul 31, 2026 ↗ |
| Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 114,758 | 2.7M $ | 4.15 % | as of Jun 30, 2026 ↗ |
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 100,250 | 2.6M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| PRAXIS INTERNATIONAL INDEX FUND Praxis Mutual Funds | 88,295 | 2.1M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| Myriad Dynamic Asset Allocation ETF Series Portfolios Trust | 82,080 | 1.9M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 73,743 | 1.6M $ | 0.35 % | as of May 31, 2026 ↗ |
| Aquarius International Fund RBB Fund, Inc. | 56,610 | 1.2M $ | 0.15 % | as of May 31, 2026 ↗ |
| AdvisorShares Dorsey Wright ADR ETF AdvisorShares Trust | 54,800 | 1.3M $ | 3.10 % | as of Jun 30, 2026 ↗ |
| FIS Christian Stock Fund FIS Trust | 48,556 | 1.1M $ | 1.46 % | as of Jun 30, 2026 ↗ |
| Themes Global Systemically Important Banks ETF Themes ETF Trust | 41,750 | 984.5K $ | 3.59 % | as of Jun 30, 2026 ↗ |
| WESTWOOD MULTI-ASSET INCOME FUND Ultimus Managers Trust | 32,755 | 847.7K $ | 0.73 % | as of Jul 31, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 27,633 | 607.1K $ | 0.23 % | as of May 31, 2026 ↗ |
| Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust | 17,351 | 409.1K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional International Core Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,815 | 255K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Genter Capital International Dividend ETF SPINNAKER ETF SERIES | 8,167 | 211.4K $ | 4.13 % | as of Jul 31, 2026 ↗ |
| JNL/DFA International Core Equity Fund JNL Series Trust | 3,000 | 70.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,147 | 55.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Federated Hermes International Leaders ETF Federated Hermes ETF Trust | 1,999 | 51.7K $ | 1.67 % | as of Jul 31, 2026 ↗ |
| FIIG ESG STOCK PLAN FOR RETIREMENT Unified Series Trust | 224 | 4.9K $ | 1.21 % | as of May 31, 2026 ↗ |
| FIIG STOCK FUND FOR RETIREMENT Unified Series Trust | 183 | 4K $ | 0.99 % | as of May 31, 2026 ↗ |
| MARKET PORTFOLIO EQUITY, F.I. MARKET PORTFOLIO ASSET MANAGEMENT, S.G.I.I.C., S.A. | 347K € | 0.62 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 4.15 % | as of Jun 30, 2026 ↗ |
| Genter Capital International Dividend ETF SPINNAKER ETF SERIES | 4.13 % | as of Jul 31, 2026 ↗ |
| Themes Global Systemically Important Banks ETF Themes ETF Trust | 3.59 % | as of Jun 30, 2026 ↗ |
| Timothy Plan International Fund TIMOTHY PLAN | 3.17 % | as of Jun 30, 2026 ↗ |
| AdvisorShares Dorsey Wright ADR ETF AdvisorShares Trust | 3.10 % | as of Jun 30, 2026 ↗ |
| Amplify CWP International Enhanced Dividend Income ETF Amplify ETF Trust | 3.03 % | as of Jun 30, 2026 ↗ |
| Harbor Dividend Growth Leaders ETF Harbor ETF Trust | 2.74 % | as of Jul 31, 2026 ↗ |
| Steward Values Enhanced International Fund Steward Funds Inc | 2.20 % | as of Jul 31, 2026 ↗ |
| Invesco International Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1.67 % | as of Jul 31, 2026 ↗ |
| Federated Hermes International Leaders ETF Federated Hermes ETF Trust | 1.67 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 30 | +3 | 7,486,072 | +16.1 % |
| 2026Q2 | 27 | +2 | 6,446,204 | +11.9 % |
| 2026Q1 | 25 | -1 | 5,760,927 | +9.7 % |
| 2025Q4 | 26 | -4 | 5,250,004 | -6.5 % |
| 2025Q3 | 30 | +2 | 5,614,942 | +5.1 % |
| 2025Q2 | 28 | -1 | 5,342,507 | +7.5 % |
| 2025Q1 | 29 | +3 | 4,968,332 | +7.9 % |
| 2024Q4 | 26 | +3 | 4,605,379 | +5.0 % |
| 2024Q3 | 23 | -1 | 4,386,822 | -1.4 % |
| 2024Q2 | 24 | -1 | 4,450,132 | -11.4 % |
| 2024Q1 | 25 | +2 | 5,024,774 | -9.6 % |
| 2023Q4 | 23 | 5,558,959 |
Institutional managers
438 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 22,958,371 | 453.4M $ | as of Mar 31, 2026 |
| FMR LLC | 12,569,371 | 248.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 10,708,002 | 211.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 7,681,566 | 151.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 6,189,655 | 122.2M $ | as of Mar 31, 2026 |
| Clark Capital Management Group, Inc. | 3,782,399 | 74.7M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 3,196,927 | 63.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,090,741 | 61M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 3,008,905 | 59.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 2,201,284 | 43.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,160,619 | 42.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,846,335 | 36.5M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 1,749,272 | 34.5M $ | as of Mar 31, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1,711,455 | 33.8M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 1,615,819 | 31.9M $ | as of Mar 31, 2026 |
| Capital Wealth Planning, LLC | 1,305,755 | 25.8M $ | as of Mar 31, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 1,267,248 | 25M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 1,244,903 | 24.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,089,747 | 21.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 918,315 | 17.5M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 854,599 | 16.9M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 845,222 | 16.7M $ | as of Mar 31, 2026 |
| Creative Planning | 764,584 | 15.1M $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 740,634 | 14.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 739,781 | 14.6M $ | as of Mar 31, 2026 |
Funds holding the debt of Sumitomo Mitsui Financial Group Inc
506 funds declare 2,304 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
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