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Sumitomo Mitsui Financial Grp shares owned by Morgan Stanley

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-12-31 $343M 24M 14.49
2024-09-30 $206M 16M 12.63
2024-06-30 $181M 14M 13.41
2024-03-31 $143M 12M 11.77
2023-12-31 $130M 13M 9.68
2023-09-30 $123M 12M 10.00
2023-06-30 $111M 12M 9.00
2022-12-31 $107M 13M 8.00
2022-06-30 $0 14M 0.00
2022-03-31 $0 8.0M 0.00
2021-06-30 $59M 8.5M 6.89
2020-12-31 $0 7.1M 0.00
2020-09-30 $0 7.8M 0.00
2020-06-30 $0 8.0M 0.00
2020-03-31 $0 8.9M 0.00
2019-12-31 $0 8.5M 0.00
2019-09-30 $0 8.4M 0.00
2019-03-31 $0 8.7M 0.00
2018-12-31 $56M 8.6M 6.52
2018-09-30 $83M 9.9M 8.35
2018-06-30 $77M 9.8M 7.82
2018-03-31 $83M 9.8M 8.40
2017-12-31 $83M 9.5M 8.69
2017-03-31 $54M 7.6M 7.05
2016-12-31 $0 7.6M 0.00
2016-09-30 $56M 7.9M 7.08
2016-06-30 $51M 8.8M 5.74
2016-03-31 $81M 13M 6.01
2015-12-31 $177M 23M 7.59
2015-09-30 $193M 25M 7.59
2015-06-30 $230M 26M 8.89
2014-12-31 $118M 16M 7.28
2014-09-30 $143M 17M 8.21
2014-06-30 $133M 16M 8.46
2014-03-31 $130M 15M 8.64
2013-12-31 $138M 13M 10.50
2013-09-30 $81M 8.3M 9.74

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Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Clark Capital Management Group
Northern Trust
Citadel Advisors
Dimensional Fund Advisors
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Renaissance Technologies
American Century Companies
Jpmorgan Chase & Co
Invesco

View all funds holding Sumitomo Mitsui Financial Grp