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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$16.57 +0.28 (+1.69%)
Closing price 10/3/2025 03:59 PM Eastern
Extended Trading
$16.36 -0.21 (-1.26%)
As of 10/3/2025 07:51 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)
$306.17M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$102.27M
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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
10/3/2025 Aaron Wealth Advisors LLC62,283$1.04M0.1%+1.4%0.001%
9/26/2025Corient Private Wealth LLC90,627$1.37M0.0%-2.1%0.001%
9/4/2025Osaic Holdings Inc.548,474$8.47M0.0%+846.2%0.009%
8/19/2025Cape Investment Advisory Inc.2,858$43K0.0%+270.7%0.000%
8/19/2025Pitcairn Co.30,412$460K0.0%-19.0%0.000%
8/18/2025Westwood Holdings Group Inc.36,940$558K0.0%-4.4%0.001%
8/16/2025Parr Mcknight Wealth Management Group LLC149,210$2.26M0.3%+2.0%0.002%
8/16/2025Evergreen Capital Management LLC83,255$1.26M0.0%+22.8%0.001%
8/16/2025Headlands Technologies LLC2,570$39K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC156,951$2.37M0.0%+69.6%0.002%
8/15/2025Captrust Financial Advisors45,034$680K0.0%-3.9%0.001%
8/15/2025Vident Advisory LLC170,397$2.58M0.0%+53.3%0.003%
8/15/2025Two Sigma Securities LLC21,475$324K0.0%N/A0.000%
8/15/2025Smartleaf Asset Management LLC44,278$673K0.1%-3.6%0.001%
8/15/2025Orion Porfolio Solutions LLC709,707$10.72M0.1%+606.2%0.011%
8/15/2025MML Investors Services LLC165,142$2.50M0.0%+28.4%0.003%
8/15/2025Massar Capital Management LP500,000$7.56M5.7%N/A0.008%
8/15/2025Modern Wealth Management LLC17,891$270K0.0%-4.5%0.000%
8/15/2025ICONIQ Capital LLC36,510$552K0.0%-16.9%0.001%
8/15/2025IHT Wealth Management LLC11,127$168K0.0%N/A0.000%
8/15/2025EP Wealth Advisors LLC12,025$182K0.0%N/A0.000%
8/15/2025Bank of America Corp DE1,921,712$29.04M0.0%+4.4%0.030%
8/15/2025Ameriprise Financial Inc.201,936$3.05M0.0%+2.9%0.003%
8/15/2025AQR Capital Management LLC368,987$5.58M0.0%+108.2%0.006%
8/14/2025Seldon Capital LP92,885$1.40M0.6%N/A0.001%
8/14/2025Raymond James Financial Inc.163,866$2.48M0.0%+37.0%0.003%
8/14/2025Transamerica Financial Advisors LLC16,598$251K0.0%+12.6%0.000%
8/14/2025Quantinno Capital Management LP918,216$13.87M0.1%+26.9%0.014%
8/14/2025Diversify Wealth Management LLC80,550$1.31M0.1%+18.6%0.001%
8/14/2025Diversify Advisory Services LLC25,673$419K0.0%+24.2%0.000%
8/14/2025Sei Investments Co.293,729$4.44M0.0%+56.3%0.005%
8/14/2025Qube Research & Technologies Ltd317,513$4.80M0.0%-6.6%0.005%
8/14/2025Certuity LLC13,327$201K0.0%+7.2%0.000%
8/14/2025Cerity Partners LLC458,927$6.93M0.0%-2.0%0.007%
8/14/2025Federated Hermes Inc.253,494$3.83M0.0%+37.2%0.004%
8/13/2025Flow Traders U.S. LLC21,321$322K0.0%N/A0.000%
8/13/2025Cresset Asset Management LLC10,623$163K0.0%-30.8%0.000%
8/13/2025Walleye Capital LLC63,217$955K0.0%N/A0.001%
8/13/2025First Trust Advisors LP263,930$3.99M0.0%-9.0%0.004%
8/13/2025EverSource Wealth Advisors LLC32,122$485K0.0%+315.1%0.000%
8/13/2025Walleye Trading LLC20,507$310K0.0%N/A0.000%
8/13/2025Invesco Ltd.964,866$14.58M0.0%+5.1%0.015%
8/13/20251832 Asset Management L.P.63,295$956K0.0%-2.3%0.001%
8/13/2025Twin Peaks Wealth Advisors LLC2,064$34K0.0%N/A0.000%
8/13/2025Quantbot Technologies LP85,009$1.28M0.0%N/A0.001%
8/13/2025M&T Bank Corp57,867$875K0.0%+15.9%0.001%
8/13/2025Fisher Asset Management LLC1,357,193$20.51M0.0%+137.4%0.021%
8/13/2025West Family Investments Inc.24,011$363K0.1%+56.6%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.1,979$30K0.0%+163.2%0.000%
8/13/2025Elevation Point Wealth Partners LLC65,854$995K0.1%+2.6%0.001%
8/13/2025Quadrant Capital Group LLC277,252$4.19M0.2%-2.6%0.004%
8/13/2025Te Ahumairangi Investment Management Ltd22,657$342K0.1%-34.6%0.000%
8/13/2025Choreo LLC53,815$813K0.0%+4.6%0.001%
8/13/2025Russell Investments Group Ltd.99,889$1.51M0.0%+14.4%0.002%
8/12/2025Boston Partners418,390$6.32M0.0%-0.7%0.006%
8/12/2025Advisors Asset Management Inc.82,101$1.24M0.0%+22.1%0.001%
8/12/2025XTX Topco Ltd69,842$1.06M0.0%N/A0.001%
8/12/2025Summit Global Investments32,487$491K0.0%-68.9%0.001%
8/12/2025Jefferies Financial Group Inc.18,042$273K0.0%-5.0%0.000%
8/12/2025Global Retirement Partners LLC29,254$442K0.0%N/A0.000%
8/12/2025Coldstream Capital Management Inc.53,257$813K0.0%+155.0%0.001%
8/12/2025American Century Companies Inc.1,742,585$26.33M0.0%+8.6%0.027%
8/12/2025Rhumbline Advisers120,889$1.83M0.0%-3.6%0.002%
8/12/2025AlphaCore Capital LLC15,912$240K0.0%N/A0.000%
8/12/2025Franklin Resources Inc.116,965$1.77M0.0%+14.1%0.002%
8/12/2025MAI Capital Management11,313$171K0.0%+4,973.1%0.000%
8/12/2025Seeds Investor LLC24,092$364K0.1%-7.1%0.000%
8/12/2025JPMorgan Chase & Co.1,190,566$17.99M0.0%+0.1%0.018%
8/12/2025Personal CFO Solutions LLC16,214$245K0.0%+11.9%0.000%
8/12/2025Westfield Capital Management Co. LP541,882$8.19M0.0%N/A0.008%
8/11/2025Dorsey Wright & Associates97,309$1.47M0.3%-38.9%0.002%
8/11/2025Cordatus Wealth Management LLC36,016$544K0.1%-2.3%0.001%
8/11/2025Pinnacle Wealth Planning Services Inc.35,578$538K0.1%+10.3%0.001%
8/11/2025Dorsey & Whitney Trust CO LLC69,780$1.05M0.1%-7.5%0.001%
8/8/2025Rockefeller Capital Management L.P.61,153$924K0.0%+17.2%0.001%
8/8/2025Westwood Holdings Group Inc.36,940$558K0.0%-4.4%0.001%
8/8/2025Cetera Investment Advisers282,078$4.26M0.0%+10.4%0.004%
8/8/2025Creative Planning495,765$7.49M0.0%-13.3%0.008%
8/8/2025Wrapmanager Inc.12,265$185K0.0%-8.1%0.000%
8/8/2025D Orazio & Associates Inc.10,471$158K0.0%-5.7%0.000%
8/8/2025Calamos Advisors LLC168,076$2.54M0.0%-49.4%0.003%
8/8/2025Bailard Inc.28,246$427K0.0%+3.1%0.000%
8/8/2025PNC Financial Services Group Inc.182,905$2.76M0.0%+3.0%0.003%
8/7/2025Boston Partners418,390$6.32M0.0%-0.7%0.006%
8/7/2025Vise Technologies Inc.146,090$2.21M0.1%N/A0.002%
8/7/2025Allworth Financial LP2,753$42K0.0%+53.1%0.000%
8/7/2025Campbell & CO Investment Adviser LLC100,790$1.52M0.1%N/A0.002%
8/6/2025Prospera Financial Services Inc37,303$564K0.0%-3.4%0.001%
8/6/2025Vestmark Advisory Solutions Inc.16,024$242K0.0%N/A0.000%
8/6/2025Pekin Hardy Strauss Inc.93,850$1.42M0.2%-8.3%0.001%
8/6/2025Savant Capital LLC25,117$380K0.0%+7.0%0.000%
8/6/2025First Horizon Advisors Inc.7,727$117K0.0%+176.2%0.000%
8/5/2025Ellevest Inc.42,356$640K0.1%-25.2%0.001%
8/5/2025NewSquare Capital LLC2,029$31K0.0%+204.7%0.000%
8/5/2025Bank of New York Mellon Corp638,408$9.65M0.0%-4.8%0.010%
8/5/2025Bank of Montreal Can110,197$1.67M0.0%+3.8%0.002%
8/5/2025Mission Wealth Management LP58,132$878K0.0%+3.3%0.001%
8/4/2025Syverson Strege & Co18,660$282K0.1%N/A0.000%
8/4/2025Haven Private LLC22,581$341K0.2%N/A0.000%
8/4/2025Lockheed Martin Investment Management Co.76,000$1.15M0.0%-37.5%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, 358 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 322 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 21,021,845 shares in the last 24 months. This purchase volume represents approximately $306.17M 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 7,066,302 shares in the last 24 months. This volume of shares sold represents approximately $102.27M in transactions.


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This page (NYSE:SMFG) was last updated on 10/6/2025 by MarketBeat.com Staff
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