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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$16.52 +0.02 (+0.09%)
Closing price 03:59 PM Eastern
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$16.52 0.00 (0.00%)
As of 06:53 PM Eastern
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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)
243
Total
Institutional Inflows
(last 12 months)
$305.18M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$102.24M
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SMFG Institutional Buying and Selling by Quarter

Sumitomo Mitsui Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Cape Investment Advisory Inc.2,858$43K0.0%+270.7%0.000%
8/19/2025 Pitcairn Co.30,412$460K0.0%-19.0%0.000%
8/18/2025 Westwood Holdings Group Inc.36,940$558K0.0%-4.4%0.001%
8/16/2025 Parr Mcknight Wealth Management Group LLC149,210$2.26M0.3%+2.0%0.002%
8/16/2025 Evergreen Capital Management LLC83,255$1.26M0.0%+22.8%0.001%
8/16/2025 Headlands Technologies LLC2,570$39K0.0%N/A0.000%
8/15/2025 Corient Private Wealth LLC156,951$2.37M0.0%+69.6%0.002%
8/15/2025 Captrust Financial Advisors45,034$680K0.0%-3.9%0.001%
8/15/2025 Vident Advisory LLC170,397$2.58M0.0%+53.3%0.003%
8/15/2025 Two Sigma Securities LLC21,475$324K0.0%N/A0.000%
8/15/2025 Smartleaf Asset Management LLC44,278$673K0.1%-3.6%0.001%
8/15/2025 Orion Porfolio Solutions LLC709,707$10.72M0.1%+606.2%0.011%
8/15/2025 MML Investors Services LLC165,142$2.50M0.0%+28.4%0.003%
8/15/2025 Massar Capital Management LP500,000$7.56M5.7%N/A0.008%
8/15/2025 Modern Wealth Management LLC17,891$270K0.0%-4.5%0.000%
8/15/2025 ICONIQ Capital LLC36,510$552K0.0%-16.9%0.001%
8/15/2025 IHT Wealth Management LLC11,127$168K0.0%N/A0.000%
8/15/2025 EP Wealth Advisors LLC12,025$182K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE1,921,712$29.04M0.0%+4.4%0.030%
8/15/2025 Ameriprise Financial Inc.201,936$3.05M0.0%+2.9%0.003%
8/15/2025 AQR Capital Management LLC368,987$5.58M0.0%+108.2%0.006%
8/14/2025 Seldon Capital LP92,885$1.40M0.6%N/A0.001%
8/14/2025 Raymond James Financial Inc.163,866$2.48M0.0%+37.0%0.003%
8/14/2025 Transamerica Financial Advisors LLC16,598$251K0.0%+12.6%0.000%
8/14/2025 Quantinno Capital Management LP918,216$13.87M0.1%+26.9%0.014%
8/14/2025 Diversify Wealth Management LLC80,550$1.31M0.1%+18.6%0.001%
8/14/2025 Diversify Advisory Services LLC25,673$419K0.0%+24.2%0.000%
8/14/2025 Sei Investments Co.293,729$4.44M0.0%+56.3%0.005%
8/14/2025 Qube Research & Technologies Ltd317,513$4.80M0.0%-6.6%0.005%
8/14/2025 Certuity LLC13,327$201K0.0%+7.2%0.000%
8/14/2025 Cerity Partners LLC458,927$6.93M0.0%-2.0%0.007%
8/14/2025 Federated Hermes Inc.253,494$3.83M0.0%+37.2%0.004%
8/13/2025 Flow Traders U.S. LLC21,321$322K0.0%N/A0.000%
8/13/2025 Cresset Asset Management LLC10,623$163K0.0%-30.8%0.000%
8/13/2025 Walleye Capital LLC63,217$955K0.0%N/A0.001%
8/13/2025 First Trust Advisors LP263,930$3.99M0.0%-9.0%0.004%
8/13/2025 EverSource Wealth Advisors LLC32,122$485K0.0%+315.1%0.000%
8/13/2025 Walleye Trading LLC20,507$310K0.0%N/A0.000%
8/13/2025 Invesco Ltd.964,866$14.58M0.0%+5.1%0.015%
8/13/2025 1832 Asset Management L.P.63,295$956K0.0%-2.3%0.001%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
8/13/2025 Twin Peaks Wealth Advisors LLC2,064$34K0.0%N/A0.000%
8/13/2025 Quantbot Technologies LP85,009$1.28M0.0%N/A0.001%
8/13/2025 M&T Bank Corp57,867$875K0.0%+15.9%0.001%
8/13/2025 Fisher Asset Management LLC1,357,193$20.51M0.0%+137.4%0.021%
8/13/2025 West Family Investments Inc.24,011$363K0.1%+56.6%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.1,979$30K0.0%+163.2%0.000%
8/13/2025 Elevation Point Wealth Partners LLC65,854$995K0.1%+2.6%0.001%
8/13/2025 Quadrant Capital Group LLC277,252$4.19M0.2%-2.6%0.004%
8/13/2025 Te Ahumairangi Investment Management Ltd22,657$342K0.1%-34.6%0.000%
8/13/2025 Choreo LLC53,815$813K0.0%+4.6%0.001%
8/13/2025 Russell Investments Group Ltd.99,889$1.51M0.0%+14.4%0.002%
8/12/2025 Boston Partners418,390$6.32M0.0%-0.7%0.006%
8/12/2025 Advisors Asset Management Inc.82,101$1.24M0.0%+22.1%0.001%
8/12/2025 XTX Topco Ltd69,842$1.06M0.0%N/A0.001%
8/12/2025 Summit Global Investments32,487$491K0.0%-68.9%0.001%
8/12/2025Jefferies Financial Group Inc.18,042$273K0.0%-5.0%0.000%
8/12/2025 Global Retirement Partners LLC29,254$442K0.0%N/A0.000%
8/12/2025 Coldstream Capital Management Inc.53,257$813K0.0%+155.0%0.001%
8/12/2025 American Century Companies Inc.1,742,585$26.33M0.0%+8.6%0.027%
8/12/2025 Rhumbline Advisers120,889$1.83M0.0%-3.6%0.002%
8/12/2025 AlphaCore Capital LLC15,912$240K0.0%N/A0.000%
8/12/2025 Franklin Resources Inc.116,965$1.77M0.0%+14.1%0.002%
8/12/2025 MAI Capital Management11,313$171K0.0%+4,973.1%0.000%
8/12/2025 Seeds Investor LLC24,092$364K0.1%-7.1%0.000%
8/12/2025 JPMorgan Chase & Co.1,190,566$17.99M0.0%+0.1%0.018%
8/12/2025 Personal CFO Solutions LLC16,214$245K0.0%+11.9%0.000%
8/12/2025 Westfield Capital Management Co. LP541,882$8.19M0.0%N/A0.008%
8/11/2025 Dorsey Wright & Associates97,309$1.47M0.3%-38.9%0.002%
8/11/2025 Cordatus Wealth Management LLC36,016$544K0.1%-2.3%0.001%
8/11/2025 Pinnacle Wealth Planning Services Inc.35,578$538K0.1%+10.3%0.001%
8/11/2025 Dorsey & Whitney Trust CO LLC69,780$1.05M0.1%-7.5%0.001%
8/8/2025 Rockefeller Capital Management L.P.61,153$924K0.0%+17.2%0.001%
8/8/2025 Westwood Holdings Group Inc.36,940$558K0.0%-4.4%0.001%
8/8/2025 Cetera Investment Advisers282,078$4.26M0.0%+10.4%0.004%
8/8/2025 Creative Planning495,765$7.49M0.0%-13.3%0.008%
8/8/2025 Wrapmanager Inc.12,265$185K0.0%-8.1%0.000%
8/8/2025 D Orazio & Associates Inc.10,471$158K0.0%-5.7%0.000%
8/8/2025 Calamos Advisors LLC168,076$2.54M0.0%-49.4%0.003%
8/8/2025 Bailard Inc.28,246$427K0.0%+3.1%0.000%
8/8/2025 PNC Financial Services Group Inc.182,905$2.76M0.0%+3.0%0.003%
8/7/2025 Boston Partners418,390$6.32M0.0%-0.7%0.006%
8/7/2025 Vise Technologies Inc.146,090$2.21M0.1%N/A0.002%
8/7/2025 Allworth Financial LP2,753$42K0.0%+53.1%0.000%
8/7/2025 Campbell & CO Investment Adviser LLC100,790$1.52M0.1%N/A0.002%
8/6/2025 Prospera Financial Services Inc37,303$564K0.0%-3.4%0.001%
8/6/2025 Vestmark Advisory Solutions Inc.16,024$242K0.0%N/A0.000%
8/6/2025 Pekin Hardy Strauss Inc.93,850$1.42M0.2%-8.3%0.001%
8/6/2025 Savant Capital LLC25,117$380K0.0%+7.0%0.000%
8/6/2025 First Horizon Advisors Inc.7,727$117K0.0%+176.2%0.000%
8/5/2025 Ellevest Inc.42,356$640K0.1%-25.2%0.001%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
8/5/2025 NewSquare Capital LLC2,029$31K0.0%+204.7%0.000%
8/5/2025 Bank of New York Mellon Corp638,408$9.65M0.0%-4.8%0.010%
8/5/2025 Bank of Montreal Can110,197$1.67M0.0%+3.8%0.002%
8/5/2025 Mission Wealth Management LP58,132$878K0.0%+3.3%0.001%
8/4/2025 Syverson Strege & Co18,660$282K0.1%N/A0.000%
8/4/2025 Haven Private LLC22,581$341K0.2%N/A0.000%
8/4/2025 Lockheed Martin Investment Management Co.76,000$1.15M0.0%-37.5%0.001%
8/4/2025 Earned Wealth Advisors LLC13,491$204K0.0%+32.9%0.000%
8/4/2025 Simon Quick Advisors LLC26,256$397K0.0%+35.8%0.000%
8/4/2025 AdvisorShares Investments LLC67,819$1.03M0.2%+18.5%0.001%
(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, 357 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 Envestnet Asset Management Inc. ($34.79M).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 321 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), Fisher Asset Management LLC ($1.08M), Capricorn Fund Managers Ltd ($920.33K), Natixis Advisors LLC ($891.88K), and XY Capital Ltd ($875.46K).

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

Institutional investors have bought a total of 21,011,635 shares in the last 24 months. This purchase volume represents approximately $305.18M in transactions.

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

Of the 144 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 ($455.24K), Invesco Ltd. ($437.31K), Bleakley Financial Group LLC ($432.99K), JPMorgan Chase & Co. ($354.74K), and Moran Wealth Management LLC ($175.13K).

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

Institutional investors have sold a total of 7,064,362 shares in the last 24 months. This volume of shares sold represents approximately $102.24M in transactions.


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This page (NYSE:SMFG) was last updated on 8/28/2025 by MarketBeat.com Staff
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