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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$15.86 +0.27 (+1.70%)
Closing price 03:59 PM Eastern
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$15.86 +0.01 (+0.06%)
As of 04:15 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)
227
Total
Institutional Inflows
(last 12 months)
$248.21M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$104.62M
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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
8/8/2025Westwood 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%
8/6/2025 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%
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%
8/4/2025 Atria Investments Inc53,017$801K0.0%+11.5%0.001%
8/4/2025 Assetmark Inc.58,805$889K0.0%+92.2%0.001%
8/4/2025 Keybank National Association OH22,465$339K0.0%+13.6%0.000%
8/4/2025 Hantz Financial Services Inc.4,456$67K0.0%+1,323.6%0.000%
8/4/2025 World Investment Advisors14,000$212K0.0%-48.1%0.000%
8/1/2025 Bessemer Group Inc.1,837$28K0.0%-69.7%0.000%
8/1/2025 Envestnet Asset Management Inc.2,302,411$34.79M0.0%+19.7%0.036%
7/31/2025 Oppenheimer Asset Management Inc.17,686$267K0.0%N/A0.000%
7/31/2025 Sage Mountain Advisors LLC18,244$276K0.0%-7.9%0.000%
7/30/2025 RNC Capital Management LLC41,763$631K0.0%+13.5%0.001%
7/30/2025 Forum Financial Management LP209,587$3.17M0.0%-5.6%0.003%
7/30/2025 Ethic Inc.357,897$5.44M0.1%-8.9%0.006%
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7/29/2025 Calamos Wealth Management LLC138,896$2.10M0.1%-20.6%0.002%
7/29/2025 William Blair Investment Management LLC131,226$1.98M0.0%-35.1%0.002%
7/29/2025 Werba Rubin Papier Wealth Management18,070$273K0.1%+5.0%0.000%
7/28/2025 Ritholtz Wealth Management127,335$1.92M0.0%-7.7%0.002%
7/28/2025 Sagespring Wealth Partners LLC25,123$380K0.0%+21.2%0.000%
7/28/2025 Naviter Wealth LLC151,031$2.28M0.3%+4.1%0.002%
7/28/2025 Moran Wealth Management LLC310,086$4.69M0.1%+2.8%0.005%
7/25/2025 Envestnet Portfolio Solutions Inc.11,613$175K0.0%-37.6%0.000%
7/25/2025 Sequoia Financial Advisors LLC90,895$1.37M0.0%+2.7%0.001%
7/25/2025 Yousif Capital Management LLC75,449$1.14M0.0%+2.1%0.001%
7/25/2025 Pzena Investment Management LLC24,052$363K0.0%+8.7%0.000%
7/25/2025 Allspring Global Investments Holdings LLC649,227$9.80M0.0%-2.5%0.010%
7/25/2025 CWM LLC15,586$236K0.0%-6.7%0.000%
7/25/2025 Vanguard Personalized Indexing Management LLC251,199$3.80M0.0%+2.4%0.004%
7/25/2025 Apollon Wealth Management LLC13,807$209K0.0%+4.9%0.000%
7/25/2025 Natural Investments LLC14,446$218K0.1%N/A0.000%
7/24/2025 PDS Planning Inc47,050$711K0.1%+2.3%0.001%
7/24/2025 Blue Trust Inc.24,020$363K0.0%+37.8%0.000%
7/24/2025 Ramirez Asset Management Inc.505,871$7.64M1.2%+23.6%0.008%
7/24/2025 Callan Family Office LLC242,112$3.66M0.1%+85.9%0.004%
7/24/2025 US Bancorp DE370,368$5.60M0.0%+2.4%0.006%
7/23/2025 Optas LLC15,823$239K0.0%+21.6%0.000%
7/23/2025 Abel Hall LLC11,433$173K0.1%-19.9%0.000%
7/23/2025 Venturi Wealth Management LLC12,206$184K0.0%N/A0.000%
7/23/2025 Prime Capital Investment Advisors LLC20,626$312K0.0%-8.0%0.000%
7/22/2025 Clarius Group LLC12,484$189K0.0%+23.7%0.000%
7/22/2025 Checchi Capital Advisers LLC46,310$700K0.0%-6.7%0.001%
7/21/2025 QRG Capital Management Inc.424,036$6.41M0.1%-18.2%0.007%
7/21/2025 Ascent Group LLC13,773$208K0.0%-9.4%0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,447$158K0.0%N/A0.000%
7/18/2025 BSW 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%
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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%
5/16/2025 Ascent Group LLC15,205$235K0.0%N/A0.000%
(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, 347 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 311 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 17,257,240 shares in the last 24 months. This purchase volume represents approximately $247.81M in transactions.

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

Of the 137 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 Millennium Management LLC ($252.49K).

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

Institutional investors have sold a total of 7,195,575 shares in the last 24 months. This volume of shares sold represents approximately $103.44M in transactions.


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