MORGAN STANLEY

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 895421 NEW YORK, NY

Back to SMFG Full portfolio

Position in SMFG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$592,153,312

+$138,725,488 QoQ

Shares Held

25,112,524

+9.4% QoQ

Ownership

0.397%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

of 460 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Common Shares in SMFG Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $45,758,878,813 across 19 Banks - Diversified names. SMFG ranks #10 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	67,092,426	$21,961,363,792
2	BAC	Bank Of America Corp /De/	114,601,311	$6,529,982,689
3	WFC	Wells Fargo & Company/Mn	53,356,165	$4,409,353,463
4	C	Citigroup Inc	28,109,284	$3,934,175,377
5	BNY	Bank of New York Mellon Corp	10,090,371	$1,459,168,540
6	SAN	Banco Santander, S.A.	88,347,118	$1,219,190,224
7	RY	Royal Bank Of Canada	3,985,000	$824,775,443
8	HSBC	Hsbc Holdings PLC	8,077,493	$768,088,803

All Filings in SMFG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,153,312	25,112,524	+9.4%	Shares	Defined	2026-08-13
2026-03-31	$453,427,824	22,958,371	+6.6%	Shares	Defined	2026-05-15
2025-12-31	$416,390,213	21,541,139	+1.9%	Shares	Defined	2026-05-27
2025-09-30	$353,828,419	21,136,704	-32.4%	Shares	Defined	2026-05-27
2025-06-30	$472,291,738	31,256,899	-10.9%	Shares	Defined	2025-08-15
2025-03-31	$542,425,935	35,085,766	+48.1%	Shares	Defined	2025-05-15
2024-12-31	$343,381,450	23,697,823	+45.2%	Shares	Defined	2025-05-15
2024-09-30	$206,073,853	16,316,220	+21.2%	Shares	Defined	2025-05-14
2024-06-30	$180,597,371	13,467,366	+11.1%	Shares	Defined	2025-05-14
2024-03-31	$142,692,744	12,123,428	-9.4%	Shares	Defined	2024-10-17
2023-12-31	$129,542,120	13,382,451	+9.2%	Shares	Defined	2024-08-16
2023-09-30	$120,765,517	12,260,459	-0.2%	Shares	Defined	2023-11-15
2023-06-30	$105,703,730	12,291,132	+2.9%	Shares	Defined	2023-08-14
2023-03-31	$95,576,192	11,947,024	-10.8%	Shares	Defined	2023-05-15
2022-12-31	$107,375,934	13,388,521	-14.6%	Shares	Defined	2023-02-14
2022-09-30	$86,273,785	15,686,143	+9.9%	Shares	Defined	2022-11-14
2022-06-30	$84,180,637	14,267,905	+77.5%	Shares	Defined	2022-10-27
2022-03-31	$50,395,122	8,037,500	-10.2%	Shares	Defined	2022-10-27
2021-12-31	$60,789,245	8,952,761	+4.1%	Shares	Defined	2022-02-14
2021-09-30	$60,280,440	8,599,207	+0.8%	Shares	Defined	2021-11-15
2021-06-30	$58,780,420	8,531,266	+10.2%	Shares	Defined	2021-08-23
2021-03-31	$56,126,766	7,741,623	+8.4%	Shares	Defined	2021-05-17
2020-12-31	$44,072,636	7,143,053	-8.8%	Shares	Defined	2021-02-16
2020-09-30	$43,776,038	7,831,134	-1.7%	Shares	Defined	2020-11-13
2020-06-30	$44,763,050	7,964,956	-10.4%	Shares	Defined	2020-08-14
2020-03-31	$42,573,293	8,887,953	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.