13F institutional ownership facts

Institutions tracked

30

Reported value

$25,015,883.00

Reported shares

1,060,894

Latest filing period

Q2 2026

Top institutional holders

  1. Renaissance Technologies · $24,135,828 · 0.03%
  2. Morgan Stanley · $592,153,399 · 0.03%
  3. David Solomon - Goldman Sachs · $255,009,734 · 0.02%
  4. Northern Trust Corp · $145,216,345 · 0.02%
  5. Cliff Asness - AQR Capital Management · $31,612,628 · 0.01%
  6. Ken Fisher - Fisher Asset Management · $148,350,753 · 0.04%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$SMFG

Institutional Holdings

30

Top Institutions

Top Institutions

1

Renaissance Technologies

1,023,572 shares

0.03%

% of Portfolio

2

Morgan Stanley

25,112,524 shares

0.03%

% of Portfolio

3

David Solomon - Goldman Sachs

10,814,662 shares

0.02%

% of Portfolio

4

Northern Trust Corp

6,158,454 shares

0.02%

% of Portfolio

5

Cliff Asness - AQR Capital Management

1,340,654 shares

0.01%

% of Portfolio

6

Ken Fisher - Fisher Asset Management

6,291,379 shares

0.04%

% of Portfolio

7

Charles Schwab

1,244,470 shares

NaN%

% of Portfolio

8

Larry Fink - BlackRock

7,854,802 shares

NaN%

% of Portfolio

9

UBS Group

733,542 shares

NaN%

% of Portfolio

10

Neuberger Berman

159,544 shares

NaN%

% of Portfolio

11

PNC Financial Services

211,424 shares

NaN%

% of Portfolio

12

Jamie Dimon - JPMorgan Chase

1,525,928 shares

NaN%

% of Portfolio

13

Israel Englander - Millennium Management

76,206 shares

NaN%

% of Portfolio

14

Invesco

628,286 shares

NaN%

% of Portfolio

15

Lazard Asset Management

31,503 shares

NaN%

% of Portfolio

16

Nuveen

155,052 shares

NaN%

% of Portfolio

17

BNP Paribas

66,638 shares

NaN%

% of Portfolio

18

Jane Street Group

41,214 shares

NaN%

% of Portfolio

19

Franklin Resources

70,456 shares

NaN%

% of Portfolio

20

Mike Hankin - Brown Advisory INC

9,161 shares

NaN%

% of Portfolio

21

State Street Corp

13,954 shares

NaN%

% of Portfolio

22

Two Sigma Investments

0 shares

0.00%

% of Portfolio

23

Ken Griffin - Citadel Advisors

0 shares

0.00%

% of Portfolio

24

SG Americas Securities

0 shares

0.00%

% of Portfolio

25

John P. Calamos, Sr. - Calamos Advisors LLC

802,736 shares

0.06%

% of Portfolio

26

Sarah Ketterer - Causeway Capital Management

1,392,610 shares

0.36%

% of Portfolio

27

Jefferies Group

33,526 shares

0.01%

% of Portfolio

28

Richard Pzena - Pzena Investment Management

37,322 shares

NaN%

% of Portfolio

29

Manning & Napier

337 shares

NaN%

% of Portfolio

30

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

36%

LARGE

27%

MEDIUM

28%

SMALL

9%

Geographic Distribution

North America
66%
Europe
17%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

31

Sellers

22

Holders

93

New

12

Exited

16

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Insider TradingPRO

Trading Statistics

Insider Buyers

9

Insider Sellers

22

Purchase Value

$34.0M

Role Distribution

CEO
21%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

81

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
86
Recent Activity
62
Concentration
83
Momentum
69
Stability
67

Recent Actions

New

6

Increased

17

Decreased

11

Exited

6

Total

35

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