Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US86562M2098

SecuritySMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
InstitutionMorgan Stanley
Latest Disclosed Ownership22,958,371 shares
Latest Disclosed Value $ 453,427,882
Morgan Stanley reports 6.58% increase in ownership of SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 22,958,371 shares of Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (US:SMFG) valued at $453,427,827 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 21,541,139 shares of Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock). This represents a change in shares of 6.58% during the quarter. The current value of the position is $531,715,872 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SUMITOMO MITSUI FIN GRP SPONSORED ADR 86562M209 22,958,371 1,417,232 6.58 453,428 8.89 0.0273
2026-05-27 2025-12-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 21,541,139 404,435 1.91 416,390 17.68 0.0249
2026-02-13 2025-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 21,541,139 404,435 416,390 0.0249
2026-05-27 2025-09-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 21,136,704 -10,120,195 -32.38 353,828 -25.08 0.0214
2025-11-14 2025-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 21,136,704 -10,120,195 353,828 0.0214
2025-08-15 2025-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 31,256,899 -3,828,867 -10.91 472,292 -12.93 0.0308
2025-05-15 2025-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 35,085,766 11,387,943 48.05 542,426 57.97 0.0388
2025-05-15 2024-12-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 23,697,823 7,381,603 45.24 343,381 66.63 0.0241
2025-02-14 2024-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 23,697,823 7,381,603 343,381 0.0241
2025-05-14 2024-09-30 13F/A-2 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 16,316,220 2,848,854 21.15 206,074 14.11 0.0149
2025-02-14 2024-09-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 16,316,220 2,848,854 206,074 0.0149
2024-11-14 2024-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 16,316,220 2,848,854 206,074 0.0018
2025-05-14 2024-06-30 13F/A-2 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,467,366 1,343,938 11.09 180,597 26.56 0.0140
2024-10-17 2024-06-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,467,366 1,343,938 180,597 0.0140
2024-08-14 2024-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,467,366 1,343,938 180,597 0.0140
2024-10-17 2024-03-31 13F/A-2 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 12,123,428 -1,259,023 -9.41 142,693 10.15 0.0114
2024-08-16 2024-03-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 12,123,428 -1,259,023 142,693 0.0013
2024-05-15 2024-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 12,123,428 -1,259,023 142,693 0.0115
2024-08-16 2023-12-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,382,451 1,121,992 9.15 129,542 7.27 0.0114
2024-02-13 2023-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,382,451 1,121,992 129,542 0.0114
2023-11-15 2023-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 12,260,459 -30,673 -0.25 120,766 14.25 0.0123
2023-08-14 2023-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 12,291,132 344,108 2.88 105,704 10.60 0.0104
2023-05-15 2023-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 11,947,024 -1,441,497 -10.77 95,576 -10.99 0.0102
2023-02-14 2022-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,388,521 -2,297,622 -14.65 107,376 24.46 0.0122
2022-11-14 2022-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 15,686,143 1,418,238 9.94 86,274 2.49 0.0118
2022-10-27 2022-06-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 14,267,905 6,230,405 77.52 84,181 67.04 0.0109
2022-08-15 2022-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 14,267,905 6,230,405 84,181 0.0022
2022-10-27 2022-03-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,037,500 -915,261 -10.22 50,395 -17.10 0.0068
2022-05-13 2022-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,037,500 -915,261 50,395 0.0068
2022-02-14 2021-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,952,761 353,554 4.11 60,789 0.84 0.0075
2021-11-15 2021-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,599,207 67,941 0.80 60,280 2.55 0.0081
2021-08-23 2021-06-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,531,266 789,643 10.20 58,780 4.73 0.0078
2021-08-16 2021-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,531,266 789,643 58,780 0.0016
2021-05-17 2021-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,741,623 598,570 8.38 56,127 27.35 0.0082
2021-02-16 2020-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,143,053 -688,081 -8.79 44,072 0.68 0.0068
2020-11-13 2020-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,831,134 -133,822 -1.68 43,776 -2.20 0.0085
2020-08-14 2020-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,964,956 -922,997 -10.38 44,763 5.14 0.0099
2020-05-26 2020-03-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,887,953 417,388 4.93 42,573 -32.17 0.0116
2020-05-15 2020-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,887,953 417,388 42,573 3,270.4939
2020-02-14 2019-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,470,565 47,984 0.57 62,766 8.95 0.0146
2019-11-14 2019-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,422,581 -444,202 -5.01 57,610 -7.97 0.0153
2019-08-14 2019-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,866,783 137,875 1.58 62,599 2.01 0.0167
2019-05-15 2019-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,728,908 86,549 1.00 61,365 9.07 0.0174
2019-02-14 2018-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,642,359 -1,255,008 -12.68 56,262 -29.21 0.0168
2019-04-23 2018-09-30 13F/A-2 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,897,367 118,091 1.21 79,476 4.59 0.0199
2018-11-20 2018-09-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,897,367 0 79,476 0.0199
2018-11-14 2018-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,897,367 118,091 79,476
2019-04-23 2018-06-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,779,276 -42,230 -0.43 75,986 -8.98 0.0205
2018-08-14 2018-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,779,276 -42,230 75,986
2019-04-23 2018-03-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,821,506 329,376 3.47 83,483 1.21 0.0232
2018-05-14 2018-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,821,506 329,376 83,483
2019-04-23 2017-12-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,492,130 1,092,724 13.01 82,487 27.37 0.0226
2018-02-14 2017-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 9,492,130 1,092,724 82,487
2017-11-14 2017-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,399,406 -1,276 -0.02 64,760 -1.92 0.0194
2017-08-11 2017-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,400,682 771,770 10.12 66,029 19.38 0.0199
2017-05-22 2017-03-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,628,912 26,708 0.35 55,309 -4.77 0.0170
2017-05-12 2017-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,628,912 55,309
2017-02-22 2016-12-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,602,204 -305,875 -3.87 58,080 8.80 0.0190
2017-02-13 2016-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,602,204 58,080
2016-11-10 2016-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,908,079 -909,402 -10.31 53,381 5.84 0.0182
2016-08-12 2016-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 8,817,481 -4,615,356 -34.36 50,435 -37.53 0.0182
2016-05-12 2016-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,432,837 -9,854,150 -42.32 80,730 -54.32 0.0311
2016-02-09 2015-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 23,286,987 -2,122,081 -8.35 176,748 -8.83 0.0640
2016-02-08 2015-09-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 25,409,068 -439,817 -1.70 193,872 -15.63 0.0716
2015-11-09 2015-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 25,409,068 193,872
2015-08-12 2015-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 25,848,885 4,545,288 21.34 229,796 39.36 0.0797
2015-05-14 2015-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 21,303,597 5,035,100 30.95 164,891 39.22 0.0607
2015-02-13 2014-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 16,268,497 -1,116,945 -6.42 118,435 -16.92 0.0433
2014-12-16 2014-09-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 17,385,442 2,385,206 15.90 142,561 9.87 0.0548
2014-11-14 2014-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 17,385,442 142,561
2014-05-13 2014-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 15,000,236 1,900,503 14.51 129,752 -5.58 0.0543
2014-02-13 2013-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,099,733 4,798,758 57.81 137,417 70.14 0.0585
2013-11-13 2013-09-30 13F SUMITOMO MITSUI FINL GROUP ADRS 86562M209 8,300,975 2,218,576 36.48 80,769 44.02 0.0382
2013-08-08 2013-06-30 13F SUMITOMO MITSUI FINL GROUP ADRS 86562M209 6,082,399 6,082,399 56,081 0.0283
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.