Free Trial
→ Is Elon's empire crumbling? (From Brownstone Research) (Ad) Free SMFG Stock Alerts

Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$14.54 -0.23 (-1.56%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$14.65 +0.11 (+0.73%)
As of 07/18/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Sumitomo Mitsui Financial Group (NYSE:SMFG)

Current
Institutional Ownership
Percentage
3.85%
Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$239.98M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$98.28M
Get SMFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sumitomo Mitsui Financial Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SMFG Institutional Buying and Selling by Quarter

Sumitomo Mitsui Financial Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025BSW Wealth Partners17,843$270K0.0%-9.2%0.000%
7/17/2025 HB Wealth Management LLC27,452$415K0.0%+49.8%0.000%
7/17/2025 Capital Insight Partners LLC53,223$804K0.1%+4.1%0.001%
7/16/2025 Signaturefd LLC215,418$3.26M0.1%-3.6%0.003%
7/16/2025 Augustine Asset Management Inc.265,547$4.01M1.1%+2.2%0.004%
7/16/2025 Kathmere Capital Management LLC10,761$163K0.0%-26.2%0.000%
7/16/2025 Five Oceans Advisors24,405$369K0.2%-3.9%0.000%
7/16/2025 Traveka Wealth LLC25,667$388K0.2%-8.0%0.000%
7/16/2025 Dakota Wealth Management24,243$366K0.0%+65.6%0.000%
7/15/2025 Ballentine Partners LLC70,886$1.07M0.0%+2.1%0.001%
7/14/2025 Park Avenue Securities LLC221,149$3.34M0.0%+13.4%0.003%
7/14/2025 Sowell Financial Services LLC18,699$283K0.0%+6.2%0.000%
7/11/2025 BTC Capital Management Inc.166,010$2.51M0.2%+4.4%0.003%
7/11/2025 Farther Finance Advisors LLC13,828$209K0.0%+32.4%0.000%
7/11/2025 UMB Bank n.a.16,897$255K0.0%-33.2%0.000%
7/10/2025 Anderson Hoagland & Co.788,850$11.92M1.1%-5.2%0.012%
7/10/2025 Redhawk Wealth Advisors Inc.17,110$259K0.0%-76.0%0.000%
7/10/2025 Myriad Asset Management US LP169,492$2.56M1.7%N/A0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC24,242$370K0.0%+13.1%0.000%
7/9/2025 Sivia Capital Partners LLC32,398$490K0.1%+43.9%0.001%
7/9/2025 Gilman Hill Asset Management LLC226,274$3.42M0.6%+1.9%0.004%
7/9/2025 Aaron Wealth Advisors LLC61,405$928K0.1%+8.8%0.001%
7/8/2025 Gradient Investments LLC43,326$655K0.0%+24.4%0.001%
7/7/2025 Investors Research Corp56,554$855K0.2%-1.9%0.001%
6/2/2025Modern Wealth Management LLC18,732$290K0.0%N/A0.000%
5/29/2025Rhumbline Advisers125,355$1.94M0.0%-25.8%0.002%
5/21/2025Acadian Asset Management LLC39,574$610K0.0%+336.4%0.001%
5/21/2025Geneos Wealth Management Inc.3,163$49K0.0%+41.6%0.000%
5/20/2025Focus Partners Wealth18,253$282K0.0%+40.5%0.000%
5/16/2025Ascent Group LLC15,205$235K0.0%N/A0.000%
5/16/2025Goldman Sachs Group Inc.11,271,361$174.26M0.0%+0.5%0.174%
5/16/2025Integrated Wealth Concepts LLC32,386$501K0.0%-2.2%0.001%
5/16/2025Clark Capital Management Group Inc.6,496,260$100.43M0.7%+1.8%0.100%
5/16/2025AQR Capital Management LLC177,249$2.74M0.0%+26.0%0.003%
5/16/2025Advisors Asset Management Inc.67,234$1.04M0.0%+4.2%0.001%
5/16/2025Aprio Wealth Management LLC20,697$320K0.0%+45.2%0.000%
5/15/2025Royal Bank of Canada578,480$8.94M0.0%-0.5%0.009%
5/15/2025Pinnacle Wealth Planning Services Inc.32,243$498K0.1%+2.6%0.000%
5/15/2025Vident Advisory LLC111,138$1.72M0.0%+21.8%0.002%
5/15/2025Evergreen Capital Management LLC67,824$1.05M0.0%-1.9%0.001%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd.

Click here to see the Tesla shock that could blindside everyone.
5/15/2025Te Ahumairangi Investment Management Ltd34,657$536K0.1%-12.6%0.001%
5/14/2025Transamerica Financial Advisors LLC14,739$228K0.0%-4.8%0.000%
5/14/2025Ieq Capital LLC44,402$686K0.0%+6.8%0.001%
5/14/2025ICONIQ Capital LLC43,928$679K0.0%+25.3%0.001%
5/14/2025SVB Wealth LLC14,891$230K0.0%-27.3%0.000%
5/14/2025Smartleaf Asset Management LLC45,943$724K0.1%+8.6%0.001%
5/14/20251832 Asset Management L.P.64,785$1.00M0.0%N/A0.001%
5/14/2025Compound Planning Inc.109,707$1.70M0.1%+52.2%0.002%
5/14/2025Summit Financial LLC36,800$569K0.0%N/A0.001%
5/14/2025Dorsey & Whitney Trust CO LLC75,465$1.17M0.1%-1.0%0.001%
5/14/2025Legacy Financial Advisors Inc.16,582$256K0.0%+30.8%0.000%
5/13/2025Northern Trust Corp5,188,817$80.22M0.0%+3.2%0.080%
5/13/2025Brooklyn Investment Group5,947$92K0.0%+654.7%0.000%
5/13/2025Seven Mile Advisory10,029$155K0.1%N/A0.000%
5/13/2025Cresset Asset Management LLC15,348$240K0.0%-6.7%0.000%
5/13/2025American Century Companies Inc.1,605,115$24.82M0.0%+5.9%0.025%
5/13/2025Ethic Inc.392,673$5.92M0.1%-5.5%0.006%
5/13/2025Boston Partners421,483$6.47M0.0%+21.1%0.007%
5/13/2025Russell Investments Group Ltd.87,352$1.35M0.0%+34.8%0.001%
5/13/2025Callan Family Office LLC130,236$2.01M0.2%-4.3%0.002%
5/13/2025HighTower Advisors LLC254,340$3.93M0.0%-1.4%0.004%
5/12/2025 Eagle Global Advisors LLC311,000$4.81M0.2%-7.4%0.005%
5/12/2025Lockheed Martin Investment Management Co.121,560$1.88M0.1%-4.3%0.002%
5/12/2025Entropy Technologies LP11,600$179K0.0%N/A0.000%
5/12/2025Invesco Ltd.918,290$14.20M0.0%-9.4%0.014%
5/12/2025Townsquare Capital LLC85,910$1.33M0.0%+4.2%0.001%
5/12/2025Zions Bancorporation National Association UT2,737$42K0.0%N/A0.000%
5/9/2025Charles Schwab Investment Management Inc.579,277$8.96M0.0%+20.0%0.009%
5/9/2025Earned Wealth Advisors LLC10,154$157K0.0%N/A0.000%
5/9/2025Allianz SE220,000$3.40M0.1%N/A0.003%
5/9/2025Blair William & Co. IL24,467$378K0.0%N/A0.000%
5/9/2025PNC Financial Services Group Inc.177,553$2.75M0.0%-0.5%0.003%
5/8/2025US Bancorp DE361,646$5.59M0.0%+20.8%0.006%
5/8/2025Cordatus Wealth Management LLC36,863$570K0.2%N/A0.001%
5/8/2025Natixis Advisors LLC1,439,197$22.25M0.0%+59.8%0.022%
5/8/2025Federated Hermes Inc.184,730$2.86M0.0%+1.7%0.003%
5/7/2025Ramirez Asset Management Inc.409,398$6.33M1.3%-8.8%0.006%
5/7/2025New Republic Capital LLC12,694$196K0.1%-5.6%0.000%
5/7/2025Werba Rubin Papier Wealth Management17,206$266K0.1%-12.0%0.000%
5/7/2025LPL Financial LLC445,354$6.89M0.0%+37.0%0.007%
5/7/2025 HB Wealth Management LLC18,329$283K0.0%+47.3%0.000%
5/6/2025Pacer Advisors Inc.57,884$895K0.0%+3.0%0.001%
5/6/2025Assetmark Inc.30,588$473K0.0%+63.2%0.000%
5/6/2025Cetera Investment Advisers255,579$3.95M0.0%+15.5%0.004%
5/6/2025Avantax Advisory Services Inc.32,499$502K0.0%+22.7%0.001%
5/6/2025Dorsey Wright & Associates159,362$2.46M0.6%-10.6%0.002%
5/6/2025Abel Hall LLC14,276$221K0.1%N/A0.000%
5/6/2025Choreo LLC51,441$795K0.0%-8.2%0.001%
5/5/2025Lindbrook Capital LLC20,072$310K0.0%+3.8%0.000%
5/5/2025Csenge Advisory Group25,173$389K0.0%+3.7%0.000%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd.

Click here to see the Tesla shock that could blindside everyone.
5/5/2025Private Advisor Group LLC21,561$333K0.0%-18.7%0.000%
5/5/2025Diversify Advisory Services LLC20,664$296K0.0%+26.8%0.000%
5/2/2025Pzena Investment Management LLC22,134$342K0.0%+12.8%0.000%
5/2/2025Bailard Inc.27,404$424K0.0%+6.6%0.000%
5/2/2025West Family Investments Inc.15,330$237K0.1%-43.0%0.000%
5/2/2025Massachusetts Financial Services Co. MA282,363$4.37M0.0%+103.6%0.004%
5/2/2025 Dakota Wealth Management14,638$226K0.0%N/A0.000%
5/2/2025Apollon Wealth Management LLC13,156$203K0.0%-19.2%0.000%
5/2/2025 Signaturefd LLC223,348$3.45M0.1%+1.0%0.003%
5/1/2025Bleakley Financial Group LLC18,192$281K0.0%+5.3%0.000%
(Data available from 1/1/2016 forward)

SMFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMFG shares?

During the previous two years, 340 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group. The most heavily invested institutionals were Goldman Sachs Group Inc. ($174.26M), FMR LLC ($121.47M), Clark Capital Management Group Inc. ($100.43M), Northern Trust Corp ($80.22M), Dimensional Fund Advisors LP ($42.02M), Cowen Investment Management LLC ($40.94M), and Wells Fargo & Company MN ($30.15M).Learn more on Sumitomo Mitsui Financial Group's institutional investors.

What percentage of Sumitomo Mitsui Financial Group's stock is owned by institutional investors?

3.85% of Sumitomo Mitsui Financial Group's stock is owned by institutional investors. Learn more on SMFG's institutional investor holdings.

Which institutional investors have been buying Sumitomo Mitsui Financial Group's stock?

Of the 302 institutional investors that purchased Sumitomo Mitsui Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northern Trust Corp ($2.38M), FMR LLC ($2.13M), Clark Capital Management Group Inc. ($1.47M), Capricorn Fund Managers Ltd ($920.33K), Natixis Advisors LLC ($891.88K), XY Capital Ltd ($875.46K), and Allspring Global Investments Holdings LLC ($665.89K).

How much institutional buying is happening at Sumitomo Mitsui Financial Group?

Institutional investors have bought a total of 16,811,688 shares in the last 24 months. This purchase volume represents approximately $239.98M in transactions.

Which of Sumitomo Mitsui Financial Group's major shareholders have been selling company stock?

Of the 124 institutional investors that sold Sumitomo Mitsui Financial Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arrowstreet Capital Limited Partnership ($1.34M), Wells Fargo & Company MN ($1.20M), CIBC Asset Management Inc ($482.00K), Invesco Ltd. ($437.31K), Bleakley Financial Group LLC ($432.99K), JPMorgan Chase & Co. ($354.74K), and Millennium Management LLC ($252.49K).

How much institutional selling is happening at Sumitomo Mitsui Financial Group?

Institutional investors have sold a total of 6,884,739 shares in the last 24 months. This volume of shares sold represents approximately $98.28M in transactions.


Related Companies

This page (NYSE:SMFG) was last updated on 7/19/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored