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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$21.96 +0.12 (+0.54%)
Closing price 03:59 PM Eastern
Extended Trading
$21.94 -0.02 (-0.11%)
As of 04:10 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)
279
Total
Institutional Inflows
(last 12 months)
$376.49M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$226.02M
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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
5/18/2026 Royal Bank of Canada253,890$5.01M0.0%-2.6%0.004%
5/16/2026 Quantinno Capital Management LP1,615,819$31.91M0.1%+17.9%0.025%
5/15/2026 Gateway Wealth Partners LLC28,492$563K0.0%N/A0.000%
5/15/2026 Entropy Technologies LP26,573$525K0.0%N/A0.000%
5/15/2026 Bridgewater Advisors Inc.25,274$499K0.0%+2.5%0.000%
5/14/2026 Renaissance 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%
5/14/2026 Compound Planning Inc.113,627$2.24M0.1%+8.0%0.002%
5/14/2026 Modern Wealth Management LLC16,042$332K0.0%+3.1%0.000%
5/14/2026 Sei Investments Co.431,723$8.53M0.0%+3.0%0.007%
5/14/2026 Lido Advisors LLC33,007$652K0.0%+28.6%0.001%
5/13/2026 Cetera Investment Advisers284,919$5.63M0.0%+2.4%0.004%
5/13/2026 NewEdge Wealth LLC30,022$593K0.0%-17.0%0.000%
5/13/2026 First Trust Advisors LP193,986$3.83M0.0%+38.2%0.003%
5/12/2026 Barometer Capital Management Inc.126,900$2.51M1.0%N/A0.002%
5/12/2026 XY Capital Ltd175,608$3.47M3.4%+46.4%0.003%
5/8/2026 PNC Financial Services Group Inc.204,898$4.05M0.0%+7.4%0.003%
5/8/2026 DJE Kapital AG100,470$1.98M0.0%N/A0.002%
5/7/2026 Dimensional Fund Advisors LP3,090,741$61.04M0.0%+7.6%0.048%
5/7/2026 Parallel Advisors LLC57,620$1.14M0.0%+9.2%0.001%
5/6/2026 Dorsey Wright & Associates128,228$2.53M0.3%+39.1%0.002%
5/6/2026 Assetmark Inc.246,343$4.87M0.0%+64.1%0.004%
5/6/2026 Angeles Wealth Management LLC10,406$206K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.3,144$62K0.0%-18.5%0.000%
5/6/2026 Allspring Global Investments Holdings LLC575,259$11.91M0.0%-5.7%0.009%
5/5/2026 Bank of New York Mellon Corp739,781$14.61M0.0%+4.0%0.012%
5/5/2026 Sanctuary Advisors LLC21,997$434K0.0%+41.8%0.000%
5/5/2026 Checchi Capital Advisers LLC44,874$886K0.0%-4.6%0.001%
5/4/2026 Calamos Wealth Management LLC185,280$3.66M0.1%+16.2%0.003%
5/4/2026 Calamos 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%
5/4/2026 Bleakley Financial Group LLC24,309$480K0.0%-7.2%0.000%
5/4/2026 Parr Mcknight Wealth Management Group LLC138,081$2.73M0.4%-5.7%0.002%
5/2/2026 Diversify Wealth Management LLC119,247$2.48M0.0%+38.9%0.002%
5/1/2026 Ferguson Wellman Capital Management Inc.1,711,455$33.80M0.5%N/A0.027%
5/1/2026 Fifth Third Bancorp4,243$84K0.0%+21.1%0.000%
5/1/2026 Sequoia Financial Advisors LLC152,886$3.02M0.0%+54.1%0.002%
4/30/2026 Channing Global Advisors LLC16,663$329K0.2%-20.2%0.000%
4/30/2026 Kestra Advisory Services LLC25,037$494K0.0%+158.7%0.000%
4/30/2026 Personal CFO Solutions LLC19,777$391K0.1%+6.6%0.000%
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4/29/2026 Flatrock Wealth Partners LLC40,192$794K0.4%N/A0.001%
4/28/2026 Kathmere Capital Management LLC24,704$488K0.0%+28.6%0.000%
4/28/2026 Abel Hall LLC34,886$689K0.1%+20.2%0.001%
4/28/2026 Ascentis Independent Advisors1,355$27K0.0%N/A0.000%
4/28/2026 AdvisorShares Investments LLC58,740$1.16M0.2%-4.8%0.001%
4/28/2026 Walkner Condon Financial Advisors LLC14,282$282K0.0%+22.3%0.000%
4/28/2026 V 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%
4/27/2026 HB Wealth Management LLC49,048$969K0.0%+8.7%0.001%
4/27/2026 Moran Wealth Management LLC404,869$8.00M0.2%+6.7%0.006%
4/27/2026 Private 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%
4/27/2026 Elevation Point Wealth Partners LLC76,663$1.51M0.0%N/A0.001%
4/25/2026 Keybank National Association OH70,930$1.40M0.0%+124.9%0.001%
4/25/2026 Pzena Investment Management LLC32,548$643K0.0%+14.3%0.001%
4/23/2026 Tred Avon Family Wealth LLC31,695$626K0.2%-15.1%0.000%
4/23/2026 Apollon Wealth Management LLC11,769$232K0.0%-21.1%0.000%
4/22/2026 Louisbourg Investments Inc.44,652$882K0.2%+14.0%0.001%
4/22/2026 Traveka Wealth LLC26,726$528K0.2%+2.3%0.000%
4/22/2026 Sterling Capital Management LLC17,115$338K0.0%+23.3%0.000%
4/22/2026 Venturi Wealth Management LLC36,642$724K0.0%+19.0%0.001%
4/21/2026 SmartHarvest Portfolios LLC27,095$535K0.2%-3.3%0.000%
4/21/2026 Aaron Wealth Advisors LLC91,510$1.81M0.1%+23.0%0.001%
4/20/2026 Ritholtz 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%
4/20/2026 Blue Trust Inc.16,682$329K0.0%-23.3%0.000%
4/17/2026 Athena Wealth Management LLC13,908$275K0.2%N/A0.000%
4/17/2026 Anchyra Partners LLC14,329$283K0.1%+4.5%0.000%
4/16/2026 SG Americas Securities LLC12,659$250K0.0%+73.7%0.000%
4/16/2026 Evolve Private Wealth LLC21,662$428K0.0%+8.9%0.000%
3/17/2026 Rockefeller Capital Management L.P.66,425$1.28M0.0%+22.5%0.001%
3/13/2026 Fund Advisors of America Inc FL16,598$321K0.3%N/A0.000%
3/13/2026 World Investment Advisors13,636$264K0.0%N/A0.000%
3/9/2026 Corient Private Wealth LLC95,566$1.85M0.0%+1.8%0.001%
3/5/2026 Bayban1,532$30K0.0%N/A0.000%
3/3/2026 Caitong International Asset Management Co. Ltd2,824$55K0.0%+47.2%0.000%
2/20/2026 Dorsey Wright & Associates92,159$1.78M0.4%+4.5%0.001%
2/19/2026 Compound Planning Inc.105,188$2.03M0.1%+17.1%0.002%
2/19/2026 Invesco Ltd.1,003,451$19.40M0.0%-6.4%0.016%
2/19/2026 Corient Private Wealth LLC95,566$1.85M0.0%+1.8%0.001%
2/18/2026 Mercer Global Advisors Inc. ADV184,256$3.56M0.0%-0.4%0.003%
2/18/2026 Vident Advisory LLC188,070$3.64M0.0%-3.5%0.003%
2/18/2026 EP Wealth Advisors LLC12,689$245K0.0%N/A0.000%
2/18/2026 XTX Topco Ltd168,140$3.25M0.1%+198.2%0.003%
2/18/2026 Stokes Family Office LLC11,478$222K0.0%N/A0.000%
2/18/2026 Voloridge Investment Management LLC529,486$10.24M0.0%-36.8%0.008%
2/18/2026 Toronto Dominion Bank341,835$6.61M0.0%-75.0%0.005%
2/18/2026 Tudor Investment Corp ET AL172,858$3.34M0.0%-81.4%0.003%
2/18/2026 OLD Mission Capital LLC76,552$1.48M0.0%+215.2%0.001%
2/18/2026 Millennium Management LLC20,788$402K0.0%-98.1%0.000%
The smartest SpaceX play before Memorial Day (Ad)

When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, supplier Broadcom gained 15,000%. The pattern is clear: suppliers often dwarf the headline stock. One little-known company has shipped over 5 billion chips to SpaceX - a figure expected to reach 10 billion by 2027. SpaceX calls them 'instrumental to Starlink's success.' With the IPO expected in June, you can get the name, ticker, and a full year of tech research for just $19 - 85% off.tc pixel

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2/18/2026 Evolve Private Wealth LLC19,890$384K0.0%N/A0.000%
2/17/2026DV Equities LLC116,921$2.26M0.4%N/A0.002%
2/17/2026 AQR Capital Management LLC644,757$12.46M0.0%+23.9%0.010%
2/17/2026 Abel Hall LLC29,013$561K0.1%+158.6%0.000%
2/17/2026 Lazard Asset Management LLC31,848$616K0.0%-2.7%0.000%
2/17/2026 Cetera Investment Advisers278,186$5.38M0.0%+2.5%0.004%
2/17/2026 Laird Norton Wetherby Trust Company LLC234,111$4.53M0.1%N/A0.004%
2/17/2026 GeoWealth Management LLC14,079$272K0.0%+50.7%0.000%
2/17/2026 Osaic Holdings Inc.53,791$1.04M0.0%-85.2%0.001%
2/17/2026 Russell Investments Group Ltd.158,019$3.06M0.0%+25.2%0.002%


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 360 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 21,546,134 shares in the last 24 months. This purchase volume represents approximately $376.49M in transactions.

Of the 141 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 12,742,649 shares in the last 24 months. This volume of shares sold represents approximately $226.02M in transactions.


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This page (NYSE:SMFG) was last updated on 5/18/2026 by MarketBeat.com Staff.
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