Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
435 institutional managers reported holding SMFG for the quarter ended Mar 31, 2026. Together they hold about 3% of shares outstanding; the top 10 hold 2%. 56 opened new positions; 26 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Morgan Stanley | 22.96M | 0.59% | $453.3M | added +6.6% | ≤2013 |
| FMR (Fidelity) | 12.57M | 0.32% | $248.2M | added +2.6% | 2018 Q2 |
| Goldman Sachs | 10.71M | 0.27% | $211.4M | trimmed -2.6% | ≤2013 |
| BlackRock | 7.68M | 0.20% | $151.7M | added +7.3% | 2020 Q3 |
| Northern Trust | 6.19M | 0.16% | $122.2M | added +1.5% | ≤2013 |
| Clark Capital Management Group, INC. | 3.78M | 0.10% | $74.7M | trimmed -7.9% | 2024 Q1 |
| Fisher Investments | 3.20M | 0.08% | $63.1M | added +94.1% | 2017 Q2 |
| Dimensional Fund Advisors | 3.09M | 0.08% | $61.0M | added +7.6% | ≤2013 |
| American Century Companies INC | 3.01M | 0.08% | $59.4M | added +28.4% | 2019 Q4 |
| Envestnet Asset Management INC | 2.20M | 0.06% | $43.5M | added +6.9% | ≤2013 |
| Wells Fargo & COMPANY/MN | 2.16M | 0.06% | $42.7M | unchanged | ≤2013 |
| Bank OF America CORP /DE/ | 1.85M | 0.05% | $36.5M | added +20.9% | ≤2013 |
| Renaissance Technologies | 1.75M | 0.04% | $34.5M | trimmed -9.1% | ≤2013 |
| Ferguson Wellman Capital Management, INC | 1.71M | 0.04% | $33.8M | opened | 2026 Q1 |
| Quantinno Capital Management LP | 1.62M | 0.04% | $31.9M | added +17.9% | 2022 Q2 |
| Capital Wealth Planning, LLC | 1.31M | 0.03% | $25.8M | added +20.6% | 2023 Q4 |
| Causeway Capital Management LLC | 1.27M | 0.03% | $25.0M | added +7.6% | ≤2013 |
| Jane Street | 1.24M | 0.03% | $24.6M | trimmed -5.6% | 2017 Q4 |
| Charles Schwab Investment Management | 1.09M | 0.03% | $21.5M | added +23% | 2022 Q4 |
| MFS Investment Management | 854.6k | 0.02% | $16.9M | added +16% | 2024 Q4 |
| AQR Capital | 845.2k | 0.02% | $16.7M | added +31.1% | 2024 Q1 |
| UBS | 769.8k | 0.02% | $15.2M | added +2.3% | ≤2013 |
| Creative Planning | 764.6k | 0.02% | $15.1M | added +15.4% | 2020 Q2 |
| O'shaughnessy Asset Management, LLC | 740.6k | 0.02% | $14.6M | added +7% | 2017 Q1 |
| BNY Mellon | 739.8k | 0.02% | $14.6M | added +4% | ≤2013 |
| Anderson Hoagland & CO | 725.2k | 0.02% | $14.3M | unchanged | 2019 Q4 |
| Natixis Advisors, LLC | 699.9k | 0.02% | $13.8M | added +16.1% | ≤2013 |
| Invesco | 623.0k | 0.02% | $12.3M | trimmed -37.9% | 2021 Q4 |
| Pathstone Holdings, LLC | 590.7k | 0.01% | $11.7M | added +1.1% | 2021 Q3 |
| Allspring Global Investments Holdings, LLC | 575.3k | 0.01% | $11.4M | trimmed -5.7% | 2021 Q4 |
| Stifel Financial CORP | 559.8k | 0.01% | $11.1M | added +5.1% | ≤2013 |
| Cerity Partners LLC | 474.7k | 0.01% | $9.4M | added +10.6% | 2021 Q4 |
| Crossmark Global Holdings, INC. | 474.7k | 0.01% | $9.4M | added +2.5% | 2017 Q3 |
| LPL Financial LLC | 468.8k | 0.01% | $9.3M | added +10% | 2014 Q4 |
| Qube Research & Technologies LTD | 459.7k | 0.01% | $9.1M | added +1901.7% | 2019 Q4 |
| Westfield Capital Management CO LP | 457.6k | 0.01% | $9.0M | added +0.9% | 2025 Q2 |
| Cibc World Market INC. | 452.9k | 0.01% | $8.9M | trimmed -0.9% | 2019 Q4 |
| Boston Partners | 437.2k | 0.01% | $8.6M | trimmed -9.6% | 2023 Q1 |
| Mariner, LLC | 435.2k | 0.01% | $8.6M | added +6.2% | 2021 Q3 |
| SEI Investments CO | 431.7k | 0.01% | $8.5M | added +3% | 2014 Q4 |
| Federated Hermes, INC. | 412.9k | 0.01% | $8.2M | trimmed -24.1% | 2021 Q2 |
| Moran Wealth Management, LLC | 404.9k | 0.01% | $8.0M | added +6.7% | 2023 Q4 |
| Ramirez Asset Management, INC. | 402.8k | 0.01% | $8.0M | trimmed -43.3% | 2023 Q3 |
| Raymond James Financial INC | 402.3k | 0.01% | $7.9M | added +21.7% | ≤2013 |
| Ethic INC. | 401.7k | 0.01% | $7.9M | added +4.3% | 2019 Q4 |
| Calamos Advisors LLC | 370.6k | <0.01% | $7.3M | added +132.4% | 2023 Q4 |
| &partners | 366.5k | <0.01% | $7.2M | added +4.2% | 2024 Q2 |
| QRG Capital Management, INC. | 345.7k | <0.01% | $6.8M | added +27.2% | 2023 Q3 |
| Toronto Dominion Bank | 327.9k | <0.01% | $6.5M | trimmed -4.1% | 2025 Q3 |
| US Bancorp \DE\ | 324.5k | <0.01% | $6.4M | added +0.9% | ≤2013 |
Largest 50 of 435 shown; the full ranked, searchable register is at boothcheck.com/holders/SMFG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.