Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

$11.38
0.00 (0.00%)
(As of 04/25/2024 ET)

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)
172
Total
Institutional Inflows
(last 12 months)
$146.73M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$162.55M
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SMFG Institutional Buying and Selling by Quarter

Sumitomo Mitsui Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Lindbrook Capital LLC17,368$204K0.0%+7.3%0.000%
4/25/2024Aaron Wealth Advisors LLC37,981$447K0.1%+68.3%0.001%
4/24/2024 Simplicity Wealth LLC455,282$5.36M0.1%N/A0.007%
4/23/2024 BSW Wealth Partners18,029$212K0.0%N/A0.000%
4/23/2024 Global Retirement Partners LLC6,338$75K0.0%+122.2%0.000%
4/23/2024 Gradient Investments LLC48,779$574K0.0%-7.5%0.001%
4/22/2024 Drive Wealth Management LLC20,416$240K0.1%+7.1%0.000%
4/19/2024 First Trust Direct Indexing L.P.302,246$3.56M0.3%-2.0%0.005%
4/19/2024 Norden Group LLC30,726$362K0.0%N/A0.000%
4/18/2024 Naviter Wealth LLC133,246$1.57M0.3%+15.2%0.002%
4/18/2024 Allspring Global Investments Holdings LLC18,796$221K0.0%+81.6%0.000%
4/18/2024 Claro Advisors LLC16,712$197K0.0%+6.0%0.000%
4/18/2024 BKM Wealth Management LLC53,010$624K0.3%+39.5%0.001%
4/16/2024 Vanguard Capital Wealth Advisors42,563$501K0.4%-17.8%0.001%
4/12/2024 Gilman Hill Asset Management LLC275,879$3.25M0.6%-31.5%0.004%
4/12/2024 Anderson Hoagland & Co.859,561$9.92M1.1%+3.5%0.013%
4/11/2024 Ballentine Partners LLC53,380$628K0.0%+15.1%0.001%
4/11/2024 First Affirmative Financial Network16,948$199K0.1%+9.4%0.000%
4/11/2024 Shilanski & Associates Inc.17,502$206K0.1%N/A0.000%
4/11/2024 BTC Capital Management Inc.183,885$2.16M0.2%N/A0.003%
4/10/2024 Park Avenue Securities LLC111,607$1.31M0.0%+125.5%0.002%
4/5/2024 CWM LLC15,715$185K0.0%+11.6%0.000%
3/27/2024Nomura Holdings Inc.23,000$223K0.0%N/A0.000%
3/26/2024HighPoint Advisor Group LLC11,924$115K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.205,201$1.99M0.0%+4.3%0.003%
3/15/2024 VanderPol Investments L.L.C.13,342$129K0.4%N/A0.000%
3/13/2024 Sivia Capital Partners LLC20,915$202K0.1%N/A0.000%
3/5/2024Fisher Asset Management LLC158,609$1.54M0.0%+717.2%0.002%
3/1/2024Goldman Sachs Group Inc.11,033,220$106.80M0.0%-15.0%0.165%
2/26/2024Virtu Financial LLC20,281$196K0.0%N/A0.000%
2/21/2024 V Square Quantitative Management LLC30,575$296K0.1%N/A0.000%
2/15/2024Georgetown University160,183$1.55M0.5%+1.5%0.002%
2/14/2024Barometer Capital Management Inc.12,700$123K0.0%N/A0.000%
2/14/2024Tiger Pacific Capital LP66,098$640K0.1%N/A0.001%
2/14/2024Personal CFO Solutions LLC15,669$152K0.0%N/A0.000%
2/14/2024Westwood Holdings Group Inc.47,843$463K0.0%-53.5%0.001%
2/14/2024AdvisorShares Investments LLC51,300$497K0.1%N/A0.001%
2/13/2024Morningstar Investment Services LLC166,304$1.60M0.0%+102.7%0.002%
2/13/2024Crossmark Global Holdings Inc.428,920$4.15M0.1%+0.8%0.006%
2/13/2024Lake Street Advisors Group LLC55,947$542K0.0%-2.1%0.001%
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2/13/2024Goldman Sachs Group Inc.11,033,220$106.80M0.0%-15.0%0.165%
2/13/2024CIBC Asset Management Inc659,201$6.38M0.0%-6.7%0.010%
2/13/2024Prudent Man Advisors LLC15,892$154K0.1%-16.0%0.000%
2/13/2024Dorsey Wright & Associates213,699$2.07M0.6%N/A0.003%
2/12/2024Eagle Asset Management Inc.75,825$734K0.0%-3.8%0.001%
2/12/2024StoneX Group Inc.245,665$2.38M0.3%N/A0.004%
2/12/2024Catalytic Wealth RIA LLC11,161$108K0.0%N/A0.000%
2/12/2024Lockheed Martin Investment Management Co.164,050$1.59M0.1%N/A0.002%
2/12/2024Parallel Advisors LLC40,961$397K0.0%-3.5%0.001%
2/9/2024Eagle Global Advisors LLC210,000$2.03M0.1%+2.9%0.003%
2/9/2024Orion Portfolio Solutions LLC85,714$854K0.0%-72.8%0.001%
2/9/2024US Bancorp DE265,458$2.57M0.0%+2.6%0.004%
2/9/2024Franklin Resources Inc.586,662$5.68M0.0%-2.5%0.009%
2/9/2024Corient Private Wealth LLC91,675$887K0.0%-8.7%0.001%
2/9/2024Wells Fargo & Company MN4,270,062$41.33M0.0%-15.3%0.064%
2/9/2024PNC Financial Services Group Inc.205,201$1.99M0.0%+4.3%0.003%
2/8/2024Quadrant Capital Group LLC63,013$610K0.1%+5.4%0.001%
2/8/2024Capital Wealth Planning LLC117,331$1.14M0.0%N/A0.002%
2/8/2024Vanguard Personalized Indexing Management LLC132,513$1.28M0.0%+14.8%0.002%
2/8/2024D Orazio & Associates Inc.10,172$98K0.0%N/A0.000%
2/8/2024Vise Technologies Inc.55,317$535K0.1%-9.2%0.001%
2/8/2024Moran Wealth Management LLC526,526$5.10M0.2%N/A0.008%
2/8/2024Pinnacle Wealth Planning Services Inc.37,607$364K0.1%-4.6%0.001%
2/7/2024Checchi Capital Advisers LLC42,994$416K0.0%-5.4%0.001%
2/7/2024Boston Partners160,638$1.56M0.0%+2.8%0.002%
2/7/2024Ieq Capital LLC25,447$246K0.0%+32.8%0.000%
2/7/2024Forum Financial Management LP188,813$1.83M0.0%+15.6%0.003%
2/7/2024Envestnet Portfolio Solutions Inc.16,619$161K0.0%-26.5%0.000%
2/7/2024Dimensional Fund Advisors LP2,799,584$27.10M0.0%+18.9%0.042%
2/7/2024QRG Capital Management Inc.289,867$2.81M0.0%+8.4%0.004%
2/7/2024Johnson Investment Counsel Inc.98,004$949K0.0%+2.0%0.001%
2/7/2024 NBC Securities Inc.2,728$26K0.0%-72.0%0.000%
2/7/2024Gateway Advisory LLC30,417$294K0.1%N/A0.000%
2/7/2024Dana Investment Advisors Inc.23,702$229K0.0%+15.5%0.000%
2/7/2024BNP Paribas Financial Markets85,626$829K0.0%+46.8%0.001%
2/7/2024Principal Street Partners LLC29,134$282K0.1%-49.7%0.000%
2/7/2024Principal Securities Inc.3,493$34K0.0%N/A0.000%
2/7/2024Wrapmanager Inc.18,355$178K0.1%N/A0.000%
2/6/2024Apollon Wealth Management LLC14,819$143K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC25,096$243K0.0%-16.9%0.000%
2/6/2024 Summit Trail Advisors LLC11,819$114K0.0%N/A0.000%
2/6/2024Gallacher Capital Management LLC29,773$288K0.2%-12.7%0.000%
2/6/2024National Bank of Canada FI406,400$3.92M0.0%N/A0.006%
2/6/2024 Sapient Capital LLC17,467$169K0.0%N/A0.000%
2/6/2024M&T Bank Corp52,939$512K0.0%-55.5%0.001%
2/6/2024Natixis Advisors L.P.606,621$5.87M0.0%-72.7%0.009%
2/6/2024West Family Investments Inc.20,500$198K0.1%+17.0%0.000%
2/6/2024Fisher Asset Management LLC168,842$1.63M0.0%+769.9%0.003%
2/6/2024 First Trust Direct Indexing L.P.308,496$2.99M0.3%+12.6%0.005%
2/5/2024 Hexagon Capital Partners LLC6,160$60K0.0%+25.2%0.000%
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2/5/2024 Vanguard Capital Wealth Advisors51,774$501K0.4%+3.1%0.001%
2/5/2024Mission Wealth Management LP70,205$680K0.0%+7.8%0.001%
2/5/2024 Naviter Wealth LLC115,689$1.12M0.2%+25.3%0.002%
2/2/2024Truist Financial Corp63,627$616K0.0%-83.1%0.001%
2/2/2024Callan Capital LLC14,240$138K0.0%N/A0.000%
2/2/2024Channing Global Advisors LLC33,484$324K0.3%-12.0%0.001%
2/1/2024Yousif Capital Management LLC117,946$1.14M0.0%+6.9%0.002%
2/1/2024PDS Planning Inc41,164$398K0.0%+4.1%0.001%
2/1/2024Cable Hill Partners LLC34,099$333K0.0%+13.2%0.001%
2/1/2024Signaturefd LLC188,498$1.83M0.0%+4.7%0.003%
(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, 271 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group. The most heavily invested institutionals were Goldman Sachs Group Inc. ($106.80M), FMR LLC ($68.57M), Lazard Asset Management LLC ($49.02M), Wells Fargo & Company MN ($41.33M), Cowen Investment Management LLC ($40.94M), Northern Trust Corp ($34.24M), and Invesco Ltd. ($31.42M).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 229 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: Marshall Wace LLP ($1.69M), XY Capital Ltd ($1.51M), Capricorn Fund Managers Ltd ($1.40M), FMR LLC ($1.37M), Qube Research & Technologies Ltd ($1.37M), Envestnet Asset Management Inc. ($1.06M), and Dimensional Fund Advisors LP ($1.06M).

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

Institutional investors have bought a total of 26,340,101 shares in the last 24 months. This purchase volume represents approximately $215.16M in transactions.

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

Of the 139 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 ($3.16M), Westwood Holdings Group Inc. ($2.50M), Cowen Investment Management LLC ($1.85M), Natixis Advisors L.P. ($1.65M), Renaissance Technologies LLC ($1.21M), and Russell Investments Group Ltd. ($1.10M).

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

Institutional investors have sold a total of 27,617,697 shares in the last 24 months. This volume of shares sold represents approximately $230.98M in transactions.


This page (NYSE:SMFG) was last updated on 4/26/2024 by MarketBeat.com Staff

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