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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$15.10 +0.17 (+1.10%)
As of 03:34 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)
216
Total
Institutional Inflows
(last 12 months)
$238.18M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$97.85M
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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
5/21/2025 Acadian Asset Management LLC39,574$610K0.0%+336.4%0.001%
5/21/2025 Geneos Wealth Management Inc.3,163$49K0.0%+41.6%0.000%
5/20/2025 Focus Partners Wealth18,253$282K0.0%+40.5%0.000%
5/16/2025 Ascent Group LLC15,205$235K0.0%N/A0.000%
5/16/2025 Goldman Sachs Group Inc.11,271,361$174.26M0.0%+0.5%0.174%
5/16/2025 Integrated Wealth Concepts LLC32,386$501K0.0%-2.2%0.001%
5/16/2025 Clark Capital Management Group Inc.6,496,260$100.43M0.7%+1.8%0.100%
5/16/2025 AQR Capital Management LLC177,249$2.74M0.0%+26.0%0.003%
5/16/2025 Advisors Asset Management Inc.67,234$1.04M0.0%+4.2%0.001%
5/16/2025 Aprio Wealth Management LLC20,697$320K0.0%+45.2%0.000%
5/15/2025 Royal Bank of Canada578,480$8.94M0.0%-0.5%0.009%
5/15/2025 Pinnacle Wealth Planning Services Inc.32,243$498K0.1%+2.6%0.000%
5/15/2025 Vident Advisory LLC111,138$1.72M0.0%+21.8%0.002%
5/15/2025 Evergreen Capital Management LLC67,824$1.05M0.0%-1.9%0.001%
5/15/2025 Te Ahumairangi Investment Management Ltd34,657$536K0.1%-12.6%0.001%
5/14/2025 Transamerica Financial Advisors LLC14,739$228K0.0%-4.8%0.000%
5/14/2025 Ieq Capital LLC44,402$686K0.0%+6.8%0.001%
5/14/2025 ICONIQ Capital LLC43,928$679K0.0%+25.3%0.001%
5/14/2025 SVB Wealth LLC14,891$230K0.0%-27.3%0.000%
5/14/2025 Smartleaf Asset Management LLC45,943$724K0.1%+8.6%0.001%
5/14/2025 1832 Asset Management L.P.64,785$1.00M0.0%N/A0.001%
5/14/2025 Compound Planning Inc.109,707$1.70M0.1%+52.2%0.002%
5/14/2025 Summit Financial LLC36,800$569K0.0%N/A0.001%
5/14/2025 Dorsey & Whitney Trust CO LLC75,465$1.17M0.1%-1.0%0.001%
5/14/2025 Legacy Financial Advisors Inc.16,582$256K0.0%+30.8%0.000%
5/13/2025 Northern Trust Corp5,188,817$80.22M0.0%+3.2%0.080%
5/13/2025 Brooklyn Investment Group5,947$92K0.0%+654.7%0.000%
5/13/2025 Seven Mile Advisory10,029$155K0.1%N/A0.000%
5/13/2025 Cresset Asset Management LLC15,348$240K0.0%-6.7%0.000%
5/13/2025 American Century Companies Inc.1,605,115$24.82M0.0%+5.9%0.025%
5/13/2025 Ethic Inc.392,673$5.92M0.1%-5.5%0.006%
5/13/2025 Boston Partners421,483$6.47M0.0%+21.1%0.007%
5/13/2025 Russell Investments Group Ltd.87,352$1.35M0.0%+34.8%0.001%
5/13/2025 Callan Family Office LLC130,236$2.01M0.2%-4.3%0.002%
5/13/2025 HighTower 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%
5/12/2025 Lockheed Martin Investment Management Co.121,560$1.88M0.1%-4.3%0.002%
5/12/2025 Entropy Technologies LP11,600$179K0.0%N/A0.000%
5/12/2025 Invesco Ltd.918,290$14.20M0.0%-9.4%0.014%
5/12/2025 Townsquare Capital LLC85,910$1.33M0.0%+4.2%0.001%
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5/12/2025 Zions Bancorporation National Association UT2,737$42K0.0%N/A0.000%
5/9/2025 Charles Schwab Investment Management Inc.579,277$8.96M0.0%+20.0%0.009%
5/9/2025 Earned Wealth Advisors LLC10,154$157K0.0%N/A0.000%
5/9/2025Allianz SE220,000$3.40M0.1%N/A0.003%
5/9/2025 Blair William & Co. IL24,467$378K0.0%N/A0.000%
5/9/2025 PNC Financial Services Group Inc.177,553$2.75M0.0%-0.5%0.003%
5/8/2025 US Bancorp DE361,646$5.59M0.0%+20.8%0.006%
5/8/2025 Cordatus Wealth Management LLC36,863$570K0.2%N/A0.001%
5/8/2025 Natixis Advisors LLC1,439,197$22.25M0.0%+59.8%0.022%
5/8/2025 Federated Hermes Inc.184,730$2.86M0.0%+1.7%0.003%
5/7/2025 Ramirez Asset Management Inc.409,398$6.33M1.3%-8.8%0.006%
5/7/2025 New Republic Capital LLC12,694$196K0.1%-5.6%0.000%
5/7/2025 Werba Rubin Papier Wealth Management17,206$266K0.1%-12.0%0.000%
5/7/2025 LPL Financial LLC445,354$6.89M0.0%+37.0%0.007%
5/7/2025 HB Wealth Management LLC18,329$283K0.0%+47.3%0.000%
5/6/2025 Pacer Advisors Inc.57,884$895K0.0%+3.0%0.001%
5/6/2025 Assetmark Inc.30,588$473K0.0%+63.2%0.000%
5/6/2025 Cetera Investment Advisers255,579$3.95M0.0%+15.5%0.004%
5/6/2025 Avantax Advisory Services Inc.32,499$502K0.0%+22.7%0.001%
5/6/2025 Dorsey Wright & Associates159,362$2.46M0.6%-10.6%0.002%
5/6/2025 Abel Hall LLC14,276$221K0.1%N/A0.000%
5/6/2025 Choreo LLC51,441$795K0.0%-8.2%0.001%
5/5/2025 Lindbrook Capital LLC20,072$310K0.0%+3.8%0.000%
5/5/2025 Csenge Advisory Group25,173$389K0.0%+3.7%0.000%
5/5/2025 Private Advisor Group LLC21,561$333K0.0%-18.7%0.000%
5/5/2025 Diversify Advisory Services LLC20,664$296K0.0%+26.8%0.000%
5/2/2025 Pzena Investment Management LLC22,134$342K0.0%+12.8%0.000%
5/2/2025 Bailard Inc.27,404$424K0.0%+6.6%0.000%
5/2/2025 West Family Investments Inc.15,330$237K0.1%-43.0%0.000%
5/2/2025 Massachusetts Financial Services Co. MA282,363$4.37M0.0%+103.6%0.004%
5/2/2025 Dakota Wealth Management14,638$226K0.0%N/A0.000%
5/2/2025 Apollon Wealth Management LLC13,156$203K0.0%-19.2%0.000%
5/2/2025 Signaturefd LLC223,348$3.45M0.1%+1.0%0.003%
5/1/2025 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%
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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%
(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, 338 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 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 300 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: 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 28,560,129 shares in the last 24 months. This purchase volume represents approximately $354.85M 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. ($1.61M), Arrowstreet Capital Limited Partnership ($1.34M), Invesco Ltd. ($1.12M), and Federated Hermes Inc. ($788.33K).

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

Institutional investors have sold a total of 21,612,496 shares in the last 24 months. This volume of shares sold represents approximately $241.34M in transactions.


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This page (NYSE:SMFG) was last updated on 5/23/2025 by MarketBeat.com Staff
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