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SUMITOMO MITSUI FINL GROUP INCORPORATED SPONSORED ADR
SUMITOMO MITSUI FINL GROUP INCORPORATED SPONSORED ADR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 158 Institutional holders with a total value of $1,156,689,217.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Capital World Investors 27,000,000 208,980,000 18.07%
2 MORGAN STANLEY 21,303,597 164,891,000 14.26%
3 MANAGED ACCOUNT ADVISORS LLC 16,687,406 129,160,000 11.17%
4 LAZARD ASSET MANAGEMENT LLC 14,919,963 115,480,000 9.98%
5 CAMBIAR INVESTORS LLC 12,147,808 94,024,000 8.13%
6 WELLS FARGO & COMPANY/MN 7,562,368 58,534,000 5.06%
7 NORTHERN TRUST CORP 5,408,948 41,865,000 3.62%
8 BANK OF AMERICA CORP /DE/ 4,520,400 34,987,000 3.02%
9 Clearbridge Investments, LLC 2,733,186 21,155,000 1.83%
10 JPMORGAN CHASE & CO 2,729,384 21,126,000 1.83%
11 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,500,284 19,352,000 1.67%
12 D. E. Shaw & Co., Inc. 2,180,561 16,878,000 1.46%
13 CAUSEWAY CAPITAL MANAGEMENT LLC 2,171,860 16,810,000 1.45%
14 Aperio Group, LLC 1,984,133 15,357,000 1.33% SH
15 BB&T SECURITIES, LLC 193,415 14,970,000 1.29%
16 GOLDMAN SACHS GROUP INC 1,833,353 14,190,000 1.23%
17 RENAISSANCE GROUP LLC 1,697,532 13,139,000 1.14%
18 RENAISSANCE TECHNOLOGIES LLC 1,001,400 7,751,000 0.67%
19 ROYAL BANK OF CANADA 913,577 7,071,000 0.61%
20 CAPSTONE ASSET MANAGEMENT CO 900,799 6,972,000 0.60%
21 ORBIS HOLDINGS LTD 854,112 6,611,000 0.57%
22 NATIXIS ADVISORS, LLC 764,824 5,920,000 0.51%
23 ENVESTNET ASSET MANAGEMENT INC 744,504 5,762,000 0.50%
24 Freedom Investment Management, Inc. 682,700 5,284,000 0.46%
25 GRATRY & Co LLC 667,715 5,168,000 0.45%
26 RAYMOND JAMES & ASSOCIATES 637,455 4,934,000 0.43%
27 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 635,802 4,921,107 0.43%
28 SUNTRUST BANKS INC 629,578 4,871,000 0.42%
29 TRUIST FINANCIAL CORP 620,885 4,806,000 0.42%
30 DREMAN VALUE MANAGEMENT, L L C 611,193 4,731,000 0.41%
31 CAPITAL GUARDIAN TRUST CO 538,552 4,168,000 0.36%
32 CASTLEARK MANAGEMENT LLC 505,000 3,909,000 0.34%
33 Foyston, Gordon & Payne Inc 502,034 3,886,000 0.34%
34 US BANCORP \DE\ 475,170 3,678,000 0.32%
35 RIVERHEAD CAPITAL MANAGEMENT LLC 472,100 3,654,000 0.32%
36 STIFEL FINANCIAL CORP 418,303 3,237,000 0.28%
37 People's United Financial, Inc. 416,570 3,224,000 0.28%
38 Advisors Asset Management, Inc. 407,970 3,158,000 0.27%
39 LORD, ABBETT & CO. LLC 379,111 2,935,000 0.25%
40 COMERICA BANK 378,586 2,930,000 0.25%
41 M&T BANK CORP 364,013 2,818,000 0.24%
42 Bank of New York Mellon Corp 334,332 2,588,000 0.22%
43 AMERIPRISE FINANCIAL INC 315,350 2,431,000 0.21%
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 301,846 2,337,000 0.20%
45 PNC FINANCIAL SERVICES GROUP, INC. 235,633 1,825,000 0.16%
46 Invesco Ltd. 224,770 1,740,000 0.15%
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 223,679 1,731,000 0.15%
48 CREDIT SUISSE AG/ 208,773 1,616,000 0.14%
49 BBVA USA Bancshares, Inc. 172,533 1,335,000 0.12%
50 CITIGROUP INC 167,831 1,299,000 0.11%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.