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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$14.81 -0.04 (-0.27%)
Closing price 03:59 PM Eastern
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$14.79 -0.02 (-0.14%)
As of 07:40 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)
217
Total
Institutional Inflows
(last 12 months)
$237.30M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$98.54M
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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
7/8/2025Gradient 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%
5/16/2025Ascent Group LLC15,205$235K0.0%N/A0.000%
5/16/2025Goldman Sachs Group Inc.11,271,361$174.26M0.0%+0.5%0.174%
5/16/2025Integrated Wealth Concepts LLC32,386$501K0.0%-2.2%0.001%
5/16/2025Clark Capital Management Group Inc.6,496,260$100.43M0.7%+1.8%0.100%
5/16/2025AQR Capital Management LLC177,249$2.74M0.0%+26.0%0.003%
5/16/2025Advisors Asset Management Inc.67,234$1.04M0.0%+4.2%0.001%
5/16/2025Aprio Wealth Management LLC20,697$320K0.0%+45.2%0.000%
5/15/2025Royal Bank of Canada578,480$8.94M0.0%-0.5%0.009%
5/15/2025Pinnacle Wealth Planning Services Inc.32,243$498K0.1%+2.6%0.000%
5/15/2025Vident Advisory LLC111,138$1.72M0.0%+21.8%0.002%
5/15/2025Evergreen Capital Management LLC67,824$1.05M0.0%-1.9%0.001%
5/15/2025Te Ahumairangi Investment Management Ltd34,657$536K0.1%-12.6%0.001%
5/14/2025Transamerica Financial Advisors LLC14,739$228K0.0%-4.8%0.000%
5/14/2025Ieq Capital LLC44,402$686K0.0%+6.8%0.001%
5/14/2025ICONIQ Capital LLC43,928$679K0.0%+25.3%0.001%
5/14/2025SVB Wealth LLC14,891$230K0.0%-27.3%0.000%
5/14/2025Smartleaf Asset Management LLC45,943$724K0.1%+8.6%0.001%
5/14/20251832 Asset Management L.P.64,785$1.00M0.0%N/A0.001%
5/14/2025Compound Planning Inc.109,707$1.70M0.1%+52.2%0.002%
5/14/2025Summit Financial LLC36,800$569K0.0%N/A0.001%
5/14/2025Dorsey & Whitney Trust CO LLC75,465$1.17M0.1%-1.0%0.001%
5/14/2025Legacy Financial Advisors Inc.16,582$256K0.0%+30.8%0.000%
5/13/2025Northern Trust Corp5,188,817$80.22M0.0%+3.2%0.080%
5/13/2025Brooklyn Investment Group5,947$92K0.0%+654.7%0.000%
5/13/2025Seven Mile Advisory10,029$155K0.1%N/A0.000%
5/13/2025Cresset Asset Management LLC15,348$240K0.0%-6.7%0.000%
5/13/2025American Century Companies Inc.1,605,115$24.82M0.0%+5.9%0.025%
5/13/2025Ethic Inc.392,673$5.92M0.1%-5.5%0.006%
5/13/2025Boston Partners421,483$6.47M0.0%+21.1%0.007%
5/13/2025Russell Investments Group Ltd.87,352$1.35M0.0%+34.8%0.001%
5/13/2025Callan Family Office LLC130,236$2.01M0.2%-4.3%0.002%
5/13/2025HighTower Advisors LLC254,340$3.93M0.0%-1.4%0.004%
5/12/2025Eagle Global Advisors LLC311,000$4.81M0.2%-7.4%0.005%
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5/12/2025Lockheed Martin Investment Management Co.121,560$1.88M0.1%-4.3%0.002%
5/12/2025Entropy Technologies LP11,600$179K0.0%N/A0.000%
5/12/2025Invesco Ltd.918,290$14.20M0.0%-9.4%0.014%
5/12/2025Townsquare Capital LLC85,910$1.33M0.0%+4.2%0.001%
5/12/2025Zions Bancorporation National Association UT2,737$42K0.0%N/A0.000%
5/9/2025Charles Schwab Investment Management Inc.579,277$8.96M0.0%+20.0%0.009%
5/9/2025Earned Wealth Advisors LLC10,154$157K0.0%N/A0.000%
5/9/2025Allianz SE220,000$3.40M0.1%N/A0.003%
5/9/2025Blair William & Co. IL24,467$378K0.0%N/A0.000%
5/9/2025PNC Financial Services Group Inc.177,553$2.75M0.0%-0.5%0.003%
5/8/2025US Bancorp DE361,646$5.59M0.0%+20.8%0.006%
5/8/2025Cordatus Wealth Management LLC36,863$570K0.2%N/A0.001%
5/8/2025Natixis Advisors LLC1,439,197$22.25M0.0%+59.8%0.022%
5/8/2025Federated Hermes Inc.184,730$2.86M0.0%+1.7%0.003%
5/7/2025Ramirez Asset Management Inc.409,398$6.33M1.3%-8.8%0.006%
5/7/2025New Republic Capital LLC12,694$196K0.1%-5.6%0.000%
5/7/2025Werba Rubin Papier Wealth Management17,206$266K0.1%-12.0%0.000%
5/7/2025LPL Financial LLC445,354$6.89M0.0%+37.0%0.007%
5/7/2025HB Wealth Management LLC18,329$283K0.0%+47.3%0.000%
5/6/2025Pacer Advisors Inc.57,884$895K0.0%+3.0%0.001%
5/6/2025Assetmark Inc.30,588$473K0.0%+63.2%0.000%
5/6/2025Cetera Investment Advisers255,579$3.95M0.0%+15.5%0.004%
5/6/2025Avantax Advisory Services Inc.32,499$502K0.0%+22.7%0.001%
5/6/2025Dorsey Wright & Associates159,362$2.46M0.6%-10.6%0.002%
5/6/2025Abel Hall LLC14,276$221K0.1%N/A0.000%
5/6/2025Choreo LLC51,441$795K0.0%-8.2%0.001%
5/5/2025Lindbrook Capital LLC20,072$310K0.0%+3.8%0.000%
5/5/2025Csenge Advisory Group25,173$389K0.0%+3.7%0.000%
5/5/2025Private Advisor Group LLC21,561$333K0.0%-18.7%0.000%
5/5/2025Diversify Advisory Services LLC20,664$296K0.0%+26.8%0.000%
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%
5/1/2025Bleakley Financial Group LLC18,192$281K0.0%+5.3%0.000%
5/1/2025Schechter Investment Advisors LLC26,563$411K0.0%-24.3%0.000%
5/1/2025Kathmere Capital Management LLC14,590$226K0.0%N/A0.000%
5/1/2025Ballentine Partners LLC69,412$1.07M0.0%+12.7%0.001%
5/1/2025Diversify Wealth Management LLC67,896$974K0.1%+11.2%0.001%
4/30/2025Cerity Partners LLC468,210$7.24M0.0%+46.4%0.007%
4/30/2025Capital Insight Partners LLC51,128$790K0.1%+4.0%0.001%
4/30/2025Parr Mcknight Wealth Management Group LLC146,335$2.26M0.3%-39.6%0.002%
4/30/2025Greenleaf Trust170,448$2.64M0.0%-42.3%0.003%
4/30/2025Valeo Financial Advisors LLC20,099$311K0.0%+25.9%0.000%
4/30/2025M&T Bank Corp49,938$772K0.0%-2.5%0.001%
4/30/2025Pekin Hardy Strauss Inc.102,350$1.58M0.2%+3.3%0.002%
4/29/2025TD Private Client Wealth LLC4,138$64K0.0%+823.7%0.000%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

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4/29/2025Envestnet Asset Management Inc.1,923,502$29.74M0.0%+6.6%0.030%
4/29/2025Bank of New York Mellon Corp670,686$10.37M0.0%-10.1%0.010%
4/29/2025World Investment Advisors26,968$417K0.0%+90.3%0.000%
4/29/2025Wayfinding Financial LLC7,528$116K0.1%N/A0.000%
4/29/2025Calamos Wealth Management LLC175,004$2.71M0.1%N/A0.003%
4/29/2025Calamos Advisors LLC332,151$5.14M0.0%+56.9%0.005%
4/29/2025Checchi Capital Advisers LLC49,631$767K0.0%+8.1%0.001%
4/28/2025Private Trust Co. NA2,334$36K0.0%+1,044.1%0.000%
4/28/2025Aaron Wealth Advisors LLC56,435$872K0.1%+4.2%0.001%
4/28/2025Summit Trail Advisors LLC11,654$180K0.0%-6.3%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, 339 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 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 301 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 16,643,770 shares in the last 24 months. This purchase volume represents approximately $237.30M in transactions.

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

Of the 121 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 ($482.00K), 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 6,919,492 shares in the last 24 months. This volume of shares sold represents approximately $98.54M in transactions.


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This page (NYSE:SMFG) was last updated on 7/8/2025 by MarketBeat.com Staff
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