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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$25.12 -0.19 (-0.74%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$25.25 +0.13 (+0.51%)
As of 10/9/2026 07:57 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)
249
Total
Institutional Inflows
(last 12 months)
$304.24M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$214.47M
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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
10/9/2026Riversedge Advisors LLC16,266$421K0.1%+8.9%0.000%
10/9/2026Legacy Wealth Asset Management LLC46,286$1.20M0.3%+12.5%0.001%
10/8/2026Farther Finance Advisors LLC57,202$1.48M0.0%+9.7%0.001%
10/8/2026Sapient Capital LLC8,175$212K0.0%N/A0.000%
10/8/2026Gradient Investments LLC244,002$6.32M0.1%-2.9%0.004%
10/8/2026Valeo Financial Advisors LLC24,678$639K0.0%+11.2%0.000%
10/5/2026Ferguson Wellman Capital Management Inc.1,599,915$41.45M0.5%-6.4%0.025%
10/2/2026 Versant Capital Management Inc45,374$1.18M0.1%+3.5%0.001%
9/23/2026QRG Capital Management Inc.408,740$9.64M0.1%+18.3%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.13,845$326K0.0%+15.3%0.000%
9/9/2026Sequoia Financial Advisors LLC109,279$2.58M0.0%-28.5%0.002%
9/9/2026Engineers Gate Manager LP22,540$531K0.0%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC23,945$565K0.0%-3.3%0.000%
9/9/2026NewEdge Advisors LLC10,911$257K0.0%+1,036.6%0.000%
9/8/2026Allworth Financial LP7,238$171K0.0%-5.9%0.000%
9/8/2026West Family Investments Inc.21,215$500K0.1%+16.1%0.000%
8/27/2026Corient Private Wealth LP95,045$2.24M0.0%-9.5%0.001%
8/23/2026Wedmont Private Capital12,111$312K0.0%-14.8%0.000%
8/23/2026HB Wealth Management LLC51,663$1.22M0.0%+5.3%0.001%
8/23/2026Angeles Wealth Management LLC11,349$270K0.0%+9.1%0.000%
8/22/2026Syon Capital LLC41,381$976K0.0%+5.9%0.001%
8/22/2026Concurrent Investment Advisors LLC20,141$475K0.0%+3.9%0.000%
8/21/2026Greenspring Advisors LLC17,783$419K0.0%+3.8%0.000%
8/21/2026Continuum Advisory LLC1,201$28K0.0%N/A0.000%
8/20/2026Rehmann Capital Advisory Group9,546$225K0.0%N/A0.000%
8/20/2026Greenleaf Trust131,754$3.11M0.0%-3.4%0.002%
8/19/2026Ferguson Wellman Capital Management Inc.1,709,700$40.32M0.5%-0.1%0.027%
8/13/2026Te Ahumairangi Investment Management Ltd4,216$99K0.0%N/A0.000%
8/11/2026Ninepoint Partners LP106,929$2.52M0.2%N/A0.002%
7/10/2026Fiduciary Financial Group LLC8,577$202K0.0%N/A0.000%
7/10/2026Redhawk Wealth Advisors Inc.73,281$1.73M0.2%+3.6%0.001%
7/9/2026Valeo Financial Advisors LLC22,193$523K0.0%+24.2%0.000%
7/8/2026Gradient Investments LLC251,341$5.93M0.1%+6.2%0.004%
7/8/2026Trust Point Inc.25,437$600K0.1%+5.5%0.000%
7/8/202655 North Private Wealth LLC21,764$513K0.1%+77.4%0.000%
7/7/2026Anderson 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%
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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%
5/14/2026GC 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%
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%
5/4/2026Empirical 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%
5/1/2026Sequoia 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%
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4/28/2026QRG 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%
4/27/2026Y 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%


SMFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 398 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 356 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 16,401,022 shares in the last 24 months. This purchase volume represents approximately $304.16M in transactions.

Of the 116 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 11,851,279 shares in the last 24 months. This volume of shares sold represents approximately $214.44M in transactions.


Related Companies

Institutional ownership data for NYSE:SMFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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