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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$14.07 -0.10 (-0.71%)
(As of 12/20/2024 05:40 PM ET)

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)
173
Total
Institutional Inflows
(last 12 months)
$108.45M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$109.62M
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SMFG Institutional Buying and Selling by Quarter

Sumitomo Mitsui Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.497,165$6.54M0.0%+3.6%0.008%
11/25/2024 Synovus Financial Corp15,754$199K0.0%N/A0.000%
11/25/2024 Wilmington Savings Fund Society FSB11,341$143K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC11,079$140K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC28,248$357K0.0%+43.0%0.000%
11/21/2024 Te Ahumairangi Investment Management Ltd86,951$1.09M0.2%+9.4%0.001%
11/20/2024 Virtu Financial LLC22,069$279K0.0%N/A0.000%
11/18/2024 Coldstream Capital Management Inc.14,925$189K0.0%N/A0.000%
11/15/2024 M&T Bank Corp49,787$628K0.0%-7.3%0.001%
11/15/2024 MML Investors Services LLC68,072$860K0.0%+8.1%0.001%
11/15/2024 Dorsey Wright & Associates229,558$2.90M0.7%+11.7%0.004%
11/15/2024 Jane Street Group LLC300,001$3.79M0.0%+20.9%0.005%
11/15/2024 Stifel Financial Corp441,673$5.58M0.0%+0.2%0.007%
11/15/2024 Quantinno Capital Management LP546,173$6.90M0.1%+23.5%0.008%
11/15/2024 HighTower Advisors LLC246,596$3.13M0.0%-15.8%0.004%
11/15/2024 Centiva Capital LP10,593$134K0.0%-26.0%0.000%
11/15/2024 Chevy Chase Trust Holdings LLC36,122$456K0.0%-13.2%0.001%
11/14/2024 Channing Global Advisors LLC12,895$163K0.1%-60.9%0.000%
11/14/2024 Captrust Financial Advisors43,988$556K0.0%+10.3%0.001%
11/14/2024 Rockefeller Capital Management L.P.55,963$705K0.0%+83.2%0.001%
11/13/2024 Glenmede Trust Co. NA43,030$543K0.0%+6.8%0.001%
11/13/2024 Townsquare Capital LLC78,954$997K0.0%+40.6%0.001%
11/13/2024 Transamerica Financial Advisors Inc.12,589$159K0.0%+2,993.1%0.000%
11/13/2024 Quantbot Technologies LP40,631$513K0.0%N/A0.001%
11/13/2024 FMR LLC7,193,840$90.86M0.0%+5.0%0.110%
11/13/2024Fisher Asset Management LLC188,540$2.38M0.0%+1.4%0.003%
11/12/2024 Pekin Hardy Strauss Inc.100,600$1.27M0.2%+10.4%0.002%
11/12/2024 Pitcairn Co.33,257$420K0.0%-7.7%0.001%
11/12/2024 Cerity Partners LLC353,043$4.46M0.0%+31.7%0.005%
11/12/2024 Eagle Asset Management Inc.63,718$891K0.0%+10.9%0.001%
11/12/2024 Charles Schwab Investment Management Inc.405,921$5.13M0.0%+12.7%0.006%
11/8/2024 Pzena Investment Management LLC18,615$235K0.0%-15.6%0.000%
11/8/2024 Moran Wealth Management LLC333,233$4.21M0.1%-26.1%0.005%
11/8/2024 Advisors Asset Management Inc.58,857$743K0.0%+13.8%0.001%
11/8/2024 West Family Investments Inc.26,905$340K0.1%+4.7%0.000%
11/8/2024 PNC Financial Services Group Inc.181,711$2.30M0.0%+3.3%0.003%
11/8/2024 Wrapmanager Inc.13,418$169K0.0%-13.7%0.000%
11/7/2024 Caprock Group LLC128,843$1.63M0.1%-3.7%0.002%
11/7/2024 Pathstone Holdings LLC468,307$5.92M0.0%-0.2%0.007%
11/6/2024 Natixis Advisors LLC586,732$7.41M0.0%-0.3%0.009%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/6/2024 CIBC Asset Management Inc485,342$6.05M0.0%-20.8%0.007%
11/5/2024 Paradigm Asset Management Co. LLC7,100$90K0.0%-14.5%0.000%
11/4/2024 Crossmark Global Holdings Inc.493,977$6.24M0.1%+21.7%0.008%
11/1/2024 Atria Investments Inc52,072$658K0.0%-26.4%0.001%
11/1/2024 Assetmark Inc.8,738$110K0.0%+23.6%0.000%
11/1/2024 XY Capital Ltd92,052$1.16M0.4%-17.4%0.001%
10/30/2024 QRG Capital Management Inc.424,680$5.36M0.1%-2.7%0.006%
10/29/2024 BSW Wealth Partners17,645$223K0.0%-15.4%0.000%
10/29/2024 Optas LLC14,249$180K0.0%N/A0.000%
10/29/2024 Farther Finance Advisors LLC10,183$129K0.0%+11.0%0.000%
10/28/2024 US Bancorp DE291,835$3.69M0.0%+7.8%0.004%
10/25/2024 Diversify Wealth Management LLC51,524$633K0.1%+5.3%0.001%
10/25/2024 First Trust Direct Indexing L.P.305,204$3.86M0.2%-0.7%0.005%
10/25/2024 Vanguard Capital Wealth Advisors36,541$462K0.5%-20.7%0.001%
10/25/2024 Diversify Advisory Services LLC16,102$204K0.0%-21.3%0.000%
10/24/2024 Leuthold Group LLC309,329$3.91M0.4%N/A0.005%
10/23/2024 Lake Street Advisors Group LLC54,183$684K0.0%+1.8%0.001%
10/23/2024 Mount Yale Investment Advisors LLC80,612$1.02M0.1%+1.5%0.001%
10/22/2024 International Assets Investment Management LLC54,221$685K0.0%N/A0.001%
10/22/2024 Private Advisor Group LLC24,273$307K0.0%+5.4%0.000%
10/22/2024 Waldron Private Wealth LLC38,868$491K0.0%N/A0.001%
10/22/2024 Signaturefd LLC213,353$2.70M0.1%+1.5%0.003%
10/22/2024 Sequoia Financial Advisors LLC83,051$1.05M0.0%-4.5%0.001%
10/19/2024 Allspring Global Investments Holdings LLC326,942$4.13M0.0%+844.7%0.005%
10/19/2024Werba Rubin Papier Wealth Management21,066$266K0.1%+5.0%0.000%
10/18/2024Blue Trust Inc.38,443$516K0.0%+141.2%0.001%
10/18/2024Net Worth Advisory Group25,351$320K0.1%N/A0.000%
10/17/2024Aaron Wealth Advisors LLC49,667$627K0.1%+19.3%0.001%
10/16/2024 Bleakley Financial Group LLC17,466$221K0.0%-96.1%0.000%
10/16/2024 Naviter Wealth LLC138,145$1.75M0.2%-3.7%0.002%
10/12/2024 Benson Investment Management Company Inc.410,255$5.18M2.0%N/A0.006%
10/11/2024 Creative Planning376,490$4.76M0.0%+5.2%0.006%
10/11/2024 Redhawk Wealth Advisors Inc.33,537$424K0.1%N/A0.001%
10/10/2024 Gilman Hill Asset Management LLC207,371$2.62M0.4%+8.7%0.003%
10/10/2024 Ritholtz Wealth Management167,393$2.11M0.1%+4.9%0.003%
10/10/2024 First Affirmative Financial Network21,264$269K0.1%+10.4%0.000%
10/9/2024 Clarius Group LLC11,645$147K0.0%-15.7%0.000%
10/9/2024 Capital Insight Partners LLC30,742$388K0.1%N/A0.000%
10/9/2024 Wedmont Private Capital16,136$209K0.0%+8.9%0.000%
10/8/2024 Atomi Financial Group Inc.63,146$798K0.0%+7.7%0.001%
10/8/2024 Anderson Hoagland & Co.850,885$10.97M1.1%-0.9%0.013%
10/8/2024 Aprio Wealth Management LLC11,795$149K0.0%+7.9%0.000%
10/3/2024 Park Avenue Securities LLC139,297$1.76M0.0%+10.8%0.002%
9/20/2024 Healthcare of Ontario Pension Plan Trust Fund615,800$8.26M0.0%+266.5%0.009%
9/5/2024 Sanctuary Advisors LLC19,760$265K0.0%N/A0.000%
8/22/2024 Cetera Investment Advisers134,521$1.80M0.0%+15.8%0.002%
8/21/2024 Truist Financial Corp29,076$390K0.0%-19.6%0.000%
8/16/2024 Creative Planning357,915$4.80M0.0%+16.1%0.005%
8/15/2024 Dorsey Wright & Associates205,450$2.76M0.7%-1.4%0.003%
8/15/2024 Millennium Management LLC2,962,261$39.72M0.0%-7.9%0.045%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

8/15/2024 AQR Capital Management LLC111,665$1.50M0.0%+34.3%0.002%
8/15/2024 AXA S.A.9,200$123K0.0%+29.2%0.000%
8/14/2024 Gateway Advisory LLC32,422$435K0.1%-7.1%0.000%
8/14/2024 Xponance Inc.10,858$146K0.0%N/A0.000%
8/14/2024 Bank of Montreal Can110,963$1.49M0.0%-55.6%0.002%
8/14/2024 Evergreen Capital Management LLC54,278$728K0.0%+6.4%0.001%
8/14/2024 Mount Yale Investment Advisors LLC79,386$1.07M0.1%+1.4%0.001%
8/13/2024 Sei Investments Co.125,056$1.68M0.0%+4.2%0.002%
8/13/2024 Pacer Advisors Inc.57,330$769K0.0%-3.4%0.001%
8/13/2024 Callan Capital LLC36,146$485K0.0%+25.2%0.001%
(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, 289 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group. The most heavily invested institutionals were Goldman Sachs Group Inc. ($106.80M), FMR LLC ($90.86M), Wells Fargo & Company MN ($41.33M), Cowen Investment Management LLC ($40.94M), Millennium Management LLC ($39.72M), Dimensional Fund Advisors LP ($39.31M), and Northern Trust Corp ($34.24M).Learn more on SMFG's institutional investors.

What percentage of Sumitomo Mitsui Financial Group stock is owned by institutional investors?

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

Which institutional investors have been buying Sumitomo Mitsui Financial Group stock?

Of the 246 institutional investors that purchased Sumitomo Mitsui Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.72M), XY Capital Ltd ($1.62M), Capricorn Fund Managers Ltd ($1.40M), Dimensional Fund Advisors LP ($1.06M), Federated Hermes Inc. ($982.40K), CIBC Asset Management Inc ($735.67K), and Moran Wealth Management LLC ($526.53K).

How much institutional buying is happening at Sumitomo Mitsui Financial Group?

Institutional investors have bought a total of 24,126,324 shares in the last 24 months. This purchase volume represents approximately $234.85M in transactions.

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

Of the 148 institutional investors that sold Sumitomo Mitsui Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($3.90M), Lazard Asset Management LLC ($2.58M), Cowen Investment Management LLC ($1.85M), Natixis Advisors L.P. ($1.62M), Wells Fargo & Company MN ($950.35K), Cowen AND Company LLC ($876.38K), and Federated Hermes Inc. ($779.44K).

How much institutional selling is happening at Sumitomo Mitsui Financial Group?

Institutional investors have sold a total of 22,507,379 shares in the last 24 months. This volume of shares sold represents approximately $214.55M in transactions.



This page (NYSE:SMFG) was last updated on 12/21/2024 by MarketBeat.com Staff
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