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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$24.98 -0.87 (-3.35%)
Closing price 07/17/2026 03:59 PM Eastern
Extended Trading
$25.20 +0.21 (+0.84%)
As of 07/17/2026 07:54 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 Massive. 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)
275
Total
Institutional Inflows
(last 12 months)
$385.13M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$223.81M
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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
7/10/2026 Fiduciary Financial Group LLC8,577$202K0.0%N/A0.000%
7/10/2026 Redhawk Wealth Advisors Inc.73,281$1.73M0.2%+3.6%0.001%
7/9/2026 Valeo Financial Advisors LLC22,193$523K0.0%+24.2%0.000%
7/8/2026 Gradient Investments LLC251,341$5.93M0.1%+6.2%0.004%
7/8/2026 Trust Point Inc.25,437$600K0.1%+5.5%0.000%
7/8/2026 55 North Private Wealth LLC21,764$513K0.1%+77.4%0.000%
7/7/2026 Anderson Hoagland & Co.717,018$16.91M1.3%-1.1%0.011%
7/2/2026 Versant Capital Management Inc43,849$1.03M0.1%+1.7%0.001%
6/3/2026Parallel Advisors LLC57,620$1.14M0.0%+9.2%0.001%
6/1/2026Keel Point LLC10,260$203K0.0%-40.0%0.000%
5/26/2026Glenmede Trust Co. NA43,988$869K0.0%+6.9%0.001%
5/20/2026CCM Investment Advisers LLC305,762$6.04M0.6%N/A0.005%
5/19/2026Bank of America Corp DE1,846,335$36.47M0.0%+20.9%0.029%
5/18/2026EverSource Wealth Advisors LLC32,834$648K0.0%+6.4%0.001%
5/18/2026Royal Bank of Canada253,890$5.01M0.0%-2.6%0.004%
5/16/2026Quantinno Capital Management LP1,615,819$31.91M0.1%+17.9%0.025%
5/15/2026Gateway Wealth Partners LLC28,492$563K0.0%N/A0.000%
5/15/2026Entropy Technologies LP26,573$525K0.0%N/A0.000%
5/15/2026Bridgewater Advisors Inc.25,274$499K0.0%+2.5%0.000%
5/14/2026Renaissance Technologies LLC1,749,272$34.55M0.1%-9.1%0.027%
5/14/2026 GC Wealth Management RIA LLC15,409$304K0.0%+48.7%0.000%
5/14/2026Compound Planning Inc.113,627$2.24M0.1%+8.0%0.002%
5/14/2026Modern Wealth Management LLC16,042$332K0.0%+3.1%0.000%
5/14/2026Sei Investments Co.431,723$8.53M0.0%+3.0%0.007%
5/14/2026Lido Advisors LLC33,007$652K0.0%+28.6%0.001%
5/13/2026Cetera Investment Advisers284,919$5.63M0.0%+2.4%0.004%
5/13/2026NewEdge Wealth LLC30,022$593K0.0%-17.0%0.000%
5/13/2026First Trust Advisors LP193,986$3.83M0.0%+38.2%0.003%
5/12/2026Barometer Capital Management Inc.126,900$2.51M1.0%N/A0.002%
5/12/2026XY Capital Ltd175,608$3.47M3.4%+46.4%0.003%
5/8/2026PNC Financial Services Group Inc.204,898$4.05M0.0%+7.4%0.003%
5/8/2026DJE Kapital AG100,470$1.98M0.0%N/A0.002%
5/7/2026Dimensional Fund Advisors LP3,090,741$61.04M0.0%+7.6%0.048%
5/7/2026Parallel Advisors LLC57,620$1.14M0.0%+9.2%0.001%
5/6/2026Dorsey Wright & Associates128,228$2.53M0.3%+39.1%0.002%
5/6/2026Assetmark Inc.246,343$4.87M0.0%+64.1%0.004%
5/6/2026Angeles Wealth Management LLC10,406$206K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.3,144$62K0.0%-18.5%0.000%
5/6/2026Allspring Global Investments Holdings LLC575,259$11.91M0.0%-5.7%0.009%
5/5/2026Bank of New York Mellon Corp739,781$14.61M0.0%+4.0%0.012%
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5/5/2026Sanctuary Advisors LLC21,997$434K0.0%+41.8%0.000%
5/5/2026Checchi Capital Advisers LLC44,874$886K0.0%-4.6%0.001%
5/4/2026Calamos Wealth Management LLC185,280$3.66M0.1%+16.2%0.003%
5/4/2026Calamos Advisors LLC185,280$3.66M0.0%N/A0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,500$326K0.0%+45.3%0.000%
5/4/2026Bleakley Financial Group LLC24,309$480K0.0%-7.2%0.000%
5/4/2026Parr Mcknight Wealth Management Group LLC138,081$2.73M0.4%-5.7%0.002%
5/2/2026Diversify Wealth Management LLC119,247$2.48M0.0%+38.9%0.002%
5/1/2026Ferguson Wellman Capital Management Inc.1,711,455$33.80M0.5%N/A0.027%
5/1/2026Fifth Third Bancorp4,243$84K0.0%+21.1%0.000%
5/1/2026 Sequoia Financial Advisors LLC152,886$3.02M0.0%+54.1%0.002%
4/30/2026Channing Global Advisors LLC16,663$329K0.2%-20.2%0.000%
4/30/2026Kestra Advisory Services LLC25,037$494K0.0%+158.7%0.000%
4/30/2026Personal CFO Solutions LLC19,777$391K0.1%+6.6%0.000%
4/29/2026Flatrock Wealth Partners LLC40,192$794K0.4%N/A0.001%
4/28/2026Kathmere Capital Management LLC24,704$488K0.0%+28.6%0.000%
4/28/2026Abel Hall LLC34,886$689K0.1%+20.2%0.001%
4/28/2026Ascentis Independent Advisors1,355$27K0.0%N/A0.000%
4/28/2026AdvisorShares Investments LLC58,740$1.16M0.2%-4.8%0.001%
4/28/2026Walkner Condon Financial Advisors LLC14,282$282K0.0%+22.3%0.000%
4/28/2026V Square Quantitative Management LLC7,699$152K0.0%+36.7%0.000%
4/28/2026 QRG Capital Management Inc.345,653$6.83M0.1%+27.2%0.005%
4/27/2026HB Wealth Management LLC49,048$969K0.0%+8.7%0.001%
4/27/2026Moran Wealth Management LLC404,869$8.00M0.2%+6.7%0.006%
4/27/2026Private Advisor Group LLC22,435$443K0.0%+7.3%0.000%
4/27/2026 Y Intercept Hong Kong Ltd59,579$1.18M0.0%-26.7%0.001%
4/27/2026Elevation Point Wealth Partners LLC76,663$1.51M0.0%N/A0.001%
4/25/2026Keybank National Association OH70,930$1.40M0.0%+124.9%0.001%
4/25/2026Pzena Investment Management LLC32,548$643K0.0%+14.3%0.001%
4/23/2026Tred Avon Family Wealth LLC31,695$626K0.2%-15.1%0.000%
4/23/2026Apollon Wealth Management LLC11,769$232K0.0%-21.1%0.000%
4/22/2026Louisbourg Investments Inc.44,652$882K0.2%+14.0%0.001%
4/22/2026Traveka Wealth LLC26,726$528K0.2%+2.3%0.000%
4/22/2026Sterling Capital Management LLC17,115$338K0.0%+23.3%0.000%
4/22/2026Venturi Wealth Management LLC36,642$724K0.0%+19.0%0.001%
4/21/2026SmartHarvest Portfolios LLC27,095$535K0.2%-3.3%0.000%
4/21/2026 Aaron Wealth Advisors LLC91,510$1.81M0.1%+23.0%0.001%
4/20/2026Ritholtz Wealth Management136,324$2.69M0.0%+6.8%0.002%
4/20/2026 BTC Capital Management Inc.122,559$2.42M0.2%+2.0%0.002%
4/20/2026Blue Trust Inc.16,682$329K0.0%-23.3%0.000%
4/17/2026Athena Wealth Management LLC13,908$275K0.2%N/A0.000%
4/17/2026Anchyra Partners LLC14,329$283K0.1%+4.5%0.000%
4/16/2026SG Americas Securities LLC12,659$250K0.0%+73.7%0.000%
4/16/2026Evolve Private Wealth LLC21,662$428K0.0%+8.9%0.000%
3/17/2026Rockefeller Capital Management L.P.66,425$1.28M0.0%+22.5%0.001%
3/13/2026Fund Advisors of America Inc FL16,598$321K0.3%N/A0.000%
3/13/2026World Investment Advisors13,636$264K0.0%N/A0.000%
3/9/2026Corient Private Wealth LLC95,566$1.85M0.0%+1.8%0.001%
3/5/2026Bayban1,532$30K0.0%N/A0.000%
3/3/2026Caitong International Asset Management Co. Ltd2,824$55K0.0%+47.2%0.000%
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2/20/2026Dorsey Wright & Associates92,159$1.78M0.4%+4.5%0.001%
2/19/2026Compound Planning Inc.105,188$2.03M0.1%+17.1%0.002%
2/19/2026Invesco Ltd.1,003,451$19.40M0.0%-6.4%0.016%
2/19/2026Corient Private Wealth LLC95,566$1.85M0.0%+1.8%0.001%
2/18/2026Mercer Global Advisors Inc. ADV184,256$3.56M0.0%-0.4%0.003%
2/18/2026Vident Advisory LLC188,070$3.64M0.0%-3.5%0.003%
2/18/2026EP Wealth Advisors LLC12,689$245K0.0%N/A0.000%
2/18/2026XTX Topco Ltd168,140$3.25M0.1%+198.2%0.003%
2/18/2026Stokes Family Office LLC11,478$222K0.0%N/A0.000%
2/18/2026Voloridge Investment Management LLC529,486$10.24M0.0%-36.8%0.008%


SMFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 399 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group. The most heavily invested institutionals were Morgan Stanley ($416.39M), Goldman Sachs Group Inc. ($212.59M), FMR LLC ($121.47M), Northern Trust Corp ($96.14M), Clark Capital Management Group Inc. ($79.37M), Dimensional Fund Advisors LP ($61.04M), and Wells Fargo & Company MN ($41.60M).Learn more on Sumitomo Mitsui Financial Group's institutional investors.

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

Of the 361 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 ($2.53M), Ferguson Wellman Capital Management Inc. ($1.71M), FMR LLC ($1.53M), Clark Capital Management Group Inc. ($1.47M), Jane Street Group LLC ($1.27M), Fisher Asset Management LLC ($1.08M), and Tudor Investment Corp ET AL ($981.78K).

Institutional investors have bought a total of 21,901,398 shares in the last 24 months. This purchase volume represents approximately $385.13M in transactions.

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: Clark Capital Management Group Inc. ($2.41M), JPMorgan Chase & Co. ($1.31M), Millennium Management LLC ($1.06M), Toronto Dominion Bank ($1.03M), Tudor Investment Corp ET AL ($754.32K), Natixis Advisors LLC ($597.72K), and Renaissance Technologies LLC ($534.80K).

Institutional investors have sold a total of 12,590,601 shares in the last 24 months. This volume of shares sold represents approximately $223.81M in transactions.


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This page (NYSE:SMFG) was last updated on 7/19/2026 by MarketBeat.com Staff.
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