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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$25.76 +0.04 (+0.14%)
Closing price 08/7/2026 03:59 PM Eastern
Extended Trading
$25.72 -0.05 (-0.19%)
As of 08/7/2026 07:44 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)
258
Total
Institutional Inflows
(last 12 months)
$368.17M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$213.82M
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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%
6/3/2026 Parallel 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%
5/18/2026 EverSource 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%
5/15/2026 Gateway Wealth Partners LLC28,492$563K0.0%N/A0.000%
5/15/2026Entropy Technologies LP26,573$525K0.0%N/A0.000%
5/15/2026 Bridgewater 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%
5/14/2026 Compound 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%
5/8/2026 DJE Kapital AG100,470$1.98M0.0%N/A0.002%
5/7/2026Dimensional Fund Advisors LP3,090,741$61.04M0.0%+7.6%0.048%
5/7/2026 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%
5/6/2026Bessemer 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%
5/5/2026 Bank of New York Mellon Corp739,781$14.61M0.0%+4.0%0.012%
Washington just doubled the size of this company (Ad)

On May 21, 2026, a federal bank's board voted unanimously to approve nearly $3 billion in financing for a small American mining company, more than the entire business is worth on the open market. Congress received 25 days' notice and raised zero objections. Final papers are expected in the second half of 2026, after which the company shifts from speculative developer to federally backed strategic asset. It still trades at about 1/50th the size of Newmont.tc pixel

See the name, ticker, and paperwork before the signature.
5/5/2026Sanctuary 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%
4/30/2026Personal CFO Solutions LLC19,777$391K0.1%+6.6%0.000%
4/29/2026Flatrock Wealth Partners LLC40,192$794K0.4%N/A0.001%
4/28/2026 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%
4/28/2026AdvisorShares 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%
4/27/2026Elevation 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%
4/25/2026Pzena Investment Management LLC32,548$643K0.0%+14.3%0.001%
4/23/2026Tred Avon Family Wealth LLC31,695$626K0.2%-15.1%0.000%
4/23/2026 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%
4/20/2026Ritholtz 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%
4/20/2026 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%
4/16/2026SG 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%
3/5/2026 Bayban1,532$30K0.0%N/A0.000%
3/3/2026 Caitong International Asset Management Co. Ltd2,824$55K0.0%+47.2%0.000%
China is not hedging. It's escaping. (Ad)

China's US Treasury holdings have fallen from a peak of $1.32 trillion to roughly $659 billion, an 18-year low. Beijing's central bank has bought gold for 20 straight months, its longest streak in a decade. Goldman Sachs estimates China's real gold buying is 4.8 times the official figure. The European Central Bank confirms gold has overtaken US Treasuries as the world's top reserve asset, at 27% versus 22%. As foreign demand for US debt fades, rates and everyday costs may feel the pressure.tc pixel

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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%
2/19/2026Invesco 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, 395 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 20,778,831 shares in the last 24 months. This purchase volume represents approximately $368.17M in transactions.

Of the 122 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 11,929,885 shares in the last 24 months. This volume of shares sold represents approximately $213.82M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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