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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$13.86 -0.07 (-0.50%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$13.88 +0.02 (+0.11%)
As of 05/2/2025 07:16 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.
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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)
198
Total
Institutional Inflows
(last 12 months)
$213.16M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$96.80M
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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
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%
5/2/2025Dakota Wealth Management14,638$226K0.0%N/A0.000%
5/2/2025Apollon Wealth Management LLC13,156$203K0.0%-19.2%0.000%
5/2/2025Signaturefd LLC223,348$3.45M0.1%+1.0%0.003%
5/1/2025 Bleakley Financial Group LLC18,192$281K0.0%+5.3%0.000%
5/1/2025 Schechter Investment Advisors LLC26,563$411K0.0%-24.3%0.000%
5/1/2025 Kathmere Capital Management LLC14,590$226K0.0%N/A0.000%
5/1/2025 Ballentine Partners LLC69,412$1.07M0.0%+12.7%0.001%
5/1/2025 Diversify Wealth Management LLC67,896$974K0.1%+11.2%0.001%
4/30/2025 Cerity Partners LLC468,210$7.24M0.0%+46.4%0.007%
4/30/2025 Capital Insight Partners LLC51,128$790K0.1%+4.0%0.001%
4/30/2025 Parr Mcknight Wealth Management Group LLC146,335$2.26M0.3%-39.6%0.002%
4/30/2025 Greenleaf Trust170,448$2.64M0.0%-42.3%0.003%
4/30/2025 Valeo Financial Advisors LLC20,099$311K0.0%+25.9%0.000%
4/30/2025 M&T Bank Corp49,938$772K0.0%-2.5%0.001%
4/30/2025 Pekin Hardy Strauss Inc.102,350$1.58M0.2%+3.3%0.002%
4/29/2025 TD Private Client Wealth LLC4,138$64K0.0%+823.7%0.000%
4/29/2025 Envestnet Asset Management Inc.1,923,502$29.74M0.0%+6.6%0.030%
4/29/2025 Bank of New York Mellon Corp670,686$10.37M0.0%-10.1%0.010%
4/29/2025 World Investment Advisors26,968$417K0.0%+90.3%0.000%
4/29/2025 Wayfinding Financial LLC7,528$116K0.1%N/A0.000%
4/29/2025 Calamos Wealth Management LLC175,004$2.71M0.1%N/A0.003%
4/29/2025 Calamos Advisors LLC332,151$5.14M0.0%+56.9%0.005%
4/29/2025 Checchi Capital Advisers LLC49,631$767K0.0%+8.1%0.001%
4/28/2025 Private Trust Co. NA2,334$36K0.0%+1,044.1%0.000%
4/28/2025 Aaron Wealth Advisors LLC56,435$872K0.1%+4.2%0.001%
4/28/2025 Summit Trail Advisors LLC11,654$180K0.0%-6.3%0.000%
4/25/2025 Shilanski & Associates Inc.14,632$226K0.1%-9.6%0.000%
4/25/2025 Augustine Asset Management Inc.259,864$4.02M1.2%+2.0%0.004%
4/25/2025 Naviter Wealth LLC145,120$2.29M0.3%+1.6%0.002%
4/24/2025 Allspring Global Investments Holdings LLC665,949$10.04M0.0%+15.5%0.010%
4/24/2025 BSW Wealth Partners19,652$304K0.0%+4.4%0.000%
4/24/2025 PDS Planning Inc45,999$711K0.1%+6.4%0.001%
4/23/2025 Sequoia Financial Advisors LLC88,493$1.37M0.0%+4.0%0.001%
4/23/2025 Bessemer Group Inc.6,072$94K0.0%+214.8%0.000%
4/23/2025 Moran Wealth Management LLC301,575$4.66M0.2%-15.9%0.005%
4/22/2025 Channing Global Advisors LLC14,666$227K0.2%+11.8%0.000%
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4/21/2025 Blue Trust Inc.17,434$270K0.0%+41.8%0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.18,596$287K0.0%-39.6%0.000%
4/21/2025 Johnson Investment Counsel Inc.56,346$871K0.0%-24.4%0.001%
4/17/2025 QRG Capital Management Inc.518,573$8.02M0.1%+19.9%0.008%
4/17/2025 Sagespring Wealth Partners LLC20,731$321K0.0%+40.6%0.000%
4/17/2025 Sowell Financial Services LLC17,605$272K0.0%+17.2%0.000%
4/17/2025 Mission Wealth Management LP56,298$870K0.0%+5.1%0.001%
4/17/2025 Optas LLC13,010$201K0.0%+7.5%0.000%
4/17/2025 D Orazio & Associates Inc.11,105$172K0.0%+8.5%0.000%
4/17/2025 Ritholtz Wealth Management137,918$2.13M0.1%-11.5%0.002%
4/16/2025 Elevation Point Wealth Partners LLC64,181$992K0.1%+4.3%0.001%
4/15/2025 Net Worth Advisory Group23,521$364K0.1%-5.0%0.000%
4/15/2025 Simon Quick Advisors LLC19,332$299K0.0%+72.2%0.000%
4/15/2025 Redhawk Wealth Advisors Inc.71,389$1.10M0.1%+63.6%0.001%
4/14/2025 Yousif Capital Management LLC73,895$1.14M0.0%-26.9%0.001%
4/14/2025 Bruce G. Allen Investments LLC8,711$135K0.1%+60.0%0.000%
4/14/2025 Park Avenue Securities LLC194,976$3.01M0.0%+2.6%0.003%
4/14/2025 Wedmont Private Capital17,160$265K0.0%+4.9%0.000%
4/14/2025 UMB Bank n.a.25,280$391K0.0%-9.4%0.000%
4/14/2025 Sivia Capital Partners LLC22,522$348K0.2%+9.4%0.000%
4/11/2025 Vanguard Capital Wealth Advisors25,047$387K0.5%+18.0%0.000%
4/10/2025 Gilman Hill Asset Management LLC222,094$3.43M0.6%+6.5%0.003%
4/10/2025 Benson Investment Management Company Inc.355,750$5.50M2.4%-13.3%0.005%
4/10/2025 Financial Management Professionals Inc.2,404$37K0.0%+88.3%0.000%
4/9/2025 Merit Financial Group LLC13,695$212K0.0%N/A0.000%
4/9/2025 Anderson Hoagland & Co.831,857$12.86M1.6%-1.0%0.013%
4/8/2025 Rhumbline Advisers125,355$1.94M0.0%-25.8%0.002%
4/8/2025 Investors Research Corp57,654$891K0.2%-16.3%0.001%
4/8/2025 BTC Capital Management Inc.159,010$2.46M0.2%+4.2%0.002%
4/7/2025 Summit Global Investments104,297$1.61M0.1%+169.8%0.002%
4/3/2025 Versant Capital Management Inc32,827$508K0.1%+1,473.7%0.001%
2/28/2025 Park Square Financial Group LLC2,355$34K0.0%N/A0.000%
2/27/2025Jefferies Financial Group Inc.18,311$265K0.0%+7.6%0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.31,434$455K0.1%-20.8%0.000%
2/26/2025Capital A Wealth Management LLC1,712$25K0.0%N/A0.000%
2/20/2025Forum Financial Management LP222,120$3.22M0.1%+15.0%0.003%
2/19/2025 Parr Mcknight Wealth Management Group LLC242,101$3.51M0.5%N/A0.004%
2/18/2025Vise Technologies Inc.120,024$1.74M0.1%+73.0%0.002%
2/18/2025 Vanguard Capital Wealth Advisors21,225$308K0.3%-41.9%0.000%
2/17/2025Vident Advisory LLC91,211$1.32M0.0%-5.5%0.001%
2/17/2025Westwood Holdings Group Inc.38,627$560K0.0%-9.7%0.001%
2/17/2025Silvercrest Asset Management Group LLC242,300$3.51M0.0%N/A0.004%
2/17/2025Quantinno Capital Management LP563,464$8.17M0.1%+3.2%0.009%
2/17/2025Millennium Management LLC94,329$1.37M0.0%+460.7%0.001%
2/17/2025Lazard Asset Management LLC38,901$563K0.0%-2.2%0.001%
2/17/2025Laird Norton Wetherby Wealth Management LLC161,470$2.34M0.1%-8.8%0.002%
2/17/2025Jefferies Financial Group Inc.18,311$265K0.0%+7.6%0.000%
2/17/2025Focus Partners Wealth12,995$195K0.0%+13.8%0.000%
2/17/2025Ellevest Inc.62,368$904K0.1%+9.9%0.001%
2/17/2025Ethic Inc.415,612$6.02M0.1%+12.6%0.006%
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2/17/2025Clark Capital Management Group Inc.6,384,308$92.51M0.6%+26.9%0.098%
2/17/2025Cresset Asset Management LLC16,454$238K0.0%-91.0%0.000%
2/17/2025Cetera Investment Advisers221,322$3.21M0.0%+37.9%0.003%
2/17/2025Captrust Financial Advisors19,463$282K0.0%-55.8%0.000%
2/17/2025Bank of America Corp DE1,776,384$25.74M0.0%+7.9%0.027%
2/17/2025Ameriprise Financial Inc.195,436$2.83M0.0%-2.7%0.003%
2/14/2025Mercer Global Advisors Inc. ADV185,418$2.69M0.0%-5.3%0.003%
2/14/2025Keel Point LLC15,467$224K0.0%-7.9%0.000%
2/14/2025AdvisorShares Investments LLC40,397$585K0.1%-12.8%0.001%
2/14/2025Lido Advisors LLC18,570$269K0.0%+8.7%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, 328 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group. The most heavily invested institutionals were FMR LLC ($121.47M), Goldman Sachs Group Inc. ($106.80M), Clark Capital Management Group Inc. ($92.51M), Northern Trust Corp ($72.88M), Dimensional Fund Advisors LP ($42.02M), Cowen Investment Management LLC ($40.94M), and Wells Fargo & Company MN ($30.15M).Learn more on SMFG's institutional investors.

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

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

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

Of the 287 institutional investors that purchased Sumitomo Mitsui Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($2.91M), Northern Trust Corp ($2.22M), XY Capital Ltd ($1.50M), Clark Capital Management Group Inc. ($1.36M), Federated Hermes Inc. ($982.40K), Capricorn Fund Managers Ltd ($920.33K), 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 30,485,906 shares in the last 24 months. This purchase volume represents approximately $355.25M in transactions.

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

Of the 154 institutional investors that sold Sumitomo Mitsui Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($3.90M), Lazard Asset Management LLC ($2.58M), Wells Fargo & Company MN ($1.97M), Natixis Advisors L.P. ($1.62M), Arrowstreet Capital Limited Partnership ($1.34M), Cowen Investment Management LLC ($1.30M), and Invesco Ltd. ($1.02M).

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

Institutional investors have sold a total of 24,031,087 shares in the last 24 months. This volume of shares sold represents approximately $258.84M in transactions.


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This page (NYSE:SMFG) was last updated on 5/3/2025 by MarketBeat.com Staff
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