Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

$16.23 -0.13 (-0.79%)

Closing price 03/25/2025 03:58 PM Eastern

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$16.06 -0.17 (-1.05%)

As of 08:02 AM Eastern

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Current Institutional Ownership Percentage: 3.85%
Number of Institutional Buyers (last 12 months): 196
Total Institutional Inflows (last 12 months): $207.02M

Number of Institutional Sellers (last 12 months): 101
Total Institutional Outflows (last 12 months): $89.67M

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SMFG Institutional Buying and Selling by Quarter

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Sumitomo Mitsui Financial Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/28/2025	Park Square Financial Group LLC	2,355	$34K	0.0%	N/A	0.000%
2/27/2025	Jefferies Financial Group Inc.	18,311	$265K	0.0%	+7.6%	0.000%
2/27/2025	Pinnacle Wealth Planning Services Inc.	31,434	$455K	0.1%	-20.8%	0.000%
2/26/2025	Capital A Wealth Management LLC	1,712	$25K	0.0%	N/A	0.000%
2/20/2025	Forum Financial Management LP	222,120	$3.22M	0.1%	+15.0%	0.003%
2/19/2025	Parr Mcknight Wealth Management Group LLC	242,101	$3.51M	0.5%	N/A	0.004%
2/18/2025	Vise Technologies Inc.	120,024	$1.74M	0.1%	+73.0%	0.002%
2/18/2025	Vanguard Capital Wealth Advisors	21,225	$308K	0.3%	-41.9%	0.000%
2/17/2025	Vident Advisory LLC	91,211	$1.32M	0.0%	-5.5%	0.001%
2/17/2025	Westwood Holdings Group Inc.	38,627	$560K	0.0%	-9.7%	0.001%
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2/17/2025	Silvercrest Asset Management Group LLC	242,300	$3.51M	0.0%	N/A	0.004%
2/17/2025	Quantinno Capital Management LP	563,464	$8.17M	0.1%	+3.2%	0.009%
2/17/2025	Millennium Management LLC	94,329	$1.37M	0.0%	+460.7%	0.001%
2/17/2025	Lazard Asset Management LLC	38,901	$563K	0.0%	-2.2%	0.001%
2/17/2025	Laird Norton Wetherby Wealth Management LLC	161,470	$2.34M	0.1%	-8.8%	0.002%
2/17/2025	Jefferies Financial Group Inc.	18,311	$265K	0.0%	+7.6%	0.000%
2/17/2025	Focus Partners Wealth	12,995	$195K	0.0%	+13.8%	0.000%
2/17/2025	Ellevest Inc.	62,368	$904K	0.1%	+9.9%	0.001%
2/17/2025	Ethic Inc.	415,612	$6.02M	0.1%	+12.6%	0.006%
2/17/2025	Clark Capital Management Group Inc.	6,384,308	$92.51M	0.6%	+26.9%	0.098%
2/17/2025	Cresset Asset Management LLC	16,454	$238K	0.0%	-91.0%	0.000%
2/17/2025	Cetera Investment Advisers	221,322	$3.21M	0.0%	+37.9%	0.003%
2/17/2025	Captrust Financial Advisors	19,463	$282K	0.0%	-55.8%	0.000%
2/17/2025	Bank of America Corp DE	1,776,384	$25.74M	0.0%	+7.9%	0.027%
2/17/2025	Ameriprise Financial Inc.	195,436	$2.83M	0.0%	-2.7%	0.003%
2/14/2025	Mercer Global Advisors Inc. ADV	185,418	$2.69M	0.0%	-5.3%	0.003%
2/14/2025	Keel Point LLC	15,467	$224K	0.0%	-7.9%	0.000%
2/14/2025	AdvisorShares Investments LLC	40,397	$585K	0.1%	-12.8%	0.001%
2/14/2025	Lido Advisors LLC	18,570	$269K	0.0%	+8.7%	0.000%
2/14/2025	Northern Trust Corp	5,029,497	$72.88M	0.0%	+79.3%	0.077%
2/14/2025	Aquatic Capital Management LLC	65,744	$953K	0.0%	-6.1%	0.001%
2/14/2025	Coldstream Capital Management Inc.	20,296	$294K	0.0%	+36.0%	0.000%
2/14/2025	Integrated Wealth Concepts LLC	33,116	$480K	0.0%	+4.3%	0.001%
2/14/2025	Syon Capital LLC	17,460	$253K	0.0%	+55.2%	0.000%
2/14/2025	MGO One Seven LLC	16,471	$239K	0.0%	+48.1%	0.000%
2/14/2025	Hsbc Holdings PLC	10,554	$153K	0.0%	-30.9%	0.000%
2/14/2025	TD Waterhouse Canada Inc.	3,099	$45K	0.0%	+2,178.7%	0.000%
2/14/2025	MML Investors Services LLC	84,102	$1.22M	0.0%	+23.5%	0.001%
2/14/2025	Dimensional Fund Advisors LP	2,899,574	$42.02M	0.0%	+1.2%	0.044%
2/14/2025	First Trust Advisors LP	309,458	$4.48M	0.0%	N/A	0.005%
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2/14/2025	Forum Financial Management LP	222,120	$3.22M	0.1%	+15.0%	0.003%
2/14/2025	GeoWealth Management LLC	6,762	$98K	0.0%	-22.3%	0.000%
2/13/2025	Evergreen Capital Management LLC	69,143	$1.00M	0.0%	+22.3%	0.001%
2/13/2025	United Capital Financial Advisors LLC	86,733	$1.26M	0.0%	+1.2%	0.001%
2/13/2025	Guggenheim Capital LLC	19,090	$277K	0.0%	+24.4%	0.000%
2/13/2025	Causeway Capital Management LLC	13,348	$193K	0.0%	-17.2%	0.000%
2/13/2025	Mariner LLC	405,056	$5.87M	0.0%	+2.1%	0.006%
2/13/2025	Barclays PLC	4,000	$58K	0.0%	-80.0%	0.000%
2/13/2025	Seeds Investor LLC	25,299	$367K	0.1%	+13.0%	0.000%
2/13/2025	Sagespring Wealth Partners LLC	14,741	$214K	0.0%	N/A	0.000%
2/13/2025	Townsquare Capital LLC	82,485	$1.20M	0.0%	+4.5%	0.001%
2/13/2025	Rockefeller Capital Management L.P.	58,440	$842K	0.0%	+4.4%	0.001%
2/13/2025	Bessemer Group Inc.	1,929	$28K	0.0%	+138.1%	0.000%
2/13/2025	Raymond James Financial Inc.	109,419	$1.59M	0.0%	N/A	0.002%
2/13/2025	Renaissance Technologies LLC	1,610,670	$23.34M	0.0%	-1.5%	0.025%
2/13/2025	Invesco Ltd.	1,013,936	$14.69M	0.0%	-25.2%	0.016%
2/13/2025	Bank of Montreal Can	103,091	$1.49M	0.0%	-3.5%	0.002%
2/13/2025	Cerity Partners LLC	319,730	$4.46M	0.0%	-9.4%	0.005%
2/13/2025	FMR LLC	8,383,293	$121.47M	0.0%	+16.5%	0.128%
2/13/2025	Federated Hermes Inc.	181,591	$2.63M	0.0%	-4.7%	0.003%
2/13/2025	Quadrant Capital Group LLC	71,293	$1.03M	0.1%	-1.7%	0.001%
2/13/2025	Russell Investments Group Ltd.	64,817	$939K	0.0%	-20.8%	0.001%
2/13/2025	Envestnet Asset Management Inc.	1,803,684	$26.14M	0.0%	+4.1%	0.028%
2/13/2025	Wells Fargo & Company MN	2,080,805	$30.15M	0.0%	-36.6%	0.032%
2/12/2025	Pitcairn Co.	34,133	$495K	0.0%	+2.6%	0.001%
2/12/2025	World Investment Advisors	14,169	$205K	0.0%	+27.9%	0.000%
2/12/2025	Huntington National Bank	3,433	$50K	0.0%	-29.9%	0.000%
2/12/2025	Te Ahumairangi Investment Management Ltd	39,657	$575K	0.1%	-54.4%	0.001%
2/12/2025	Massachusetts Financial Services Co. MA	138,680	$2.01M	0.0%	N/A	0.002%
2/12/2025	Franklin Resources Inc.	492,268	$7.13M	0.0%	-1.0%	0.008%
2/12/2025	O Shaughnessy Asset Management LLC	594,358	$8.61M	0.1%	-2.1%	0.009%
2/12/2025	Dorsey Wright & Associates	178,245	$2.58M	0.6%	-22.4%	0.003%
2/12/2025	Arrowstreet Capital Limited Partnership	409,579	$5.94M	0.0%	-76.6%	0.006%
2/12/2025	Transamerica Financial Advisors Inc.	15,486	$225K	0.0%	+23.0%	0.000%
2/12/2025	Ramirez Asset Management Inc.	449,014	$6.51M	1.3%	+3.2%	0.007%
2/12/2025	Orion Portfolio Solutions LLC	100,885	$1.46M	0.0%	+13.4%	0.002%
2/12/2025	JPMorgan Chase & Co.	1,015,206	$14.71M	0.0%	-25.9%	0.016%
2/11/2025	LPL Financial LLC	324,992	$4.71M	0.0%	+264.9%	0.005%
2/11/2025	Sei Investments Co.	163,429	$2.37M	0.0%	-5.7%	0.002%
2/11/2025	American Century Companies Inc.	1,515,323	$21.96M	0.0%	+4.9%	0.023%
2/11/2025	Quantbot Technologies LP	9,004	$130K	0.0%	-77.8%	0.000%
2/11/2025	Summit Global Investments	38,656	$560K	0.0%	N/A	0.001%
2/11/2025	Boston Partners	348,184	$5.05M	0.0%	+134.4%	0.005%
2/10/2025	PDS Planning Inc	43,241	$627K	0.1%	-2.0%	0.001%
2/10/2025	William Blair Investment Management LLC	225,195	$3.26M	0.0%	-6.7%	0.003%
2/10/2025	Signaturefd LLC	221,164	$3.21M	0.1%	+3.7%	0.003%
2/10/2025	Parallel Advisors LLC	55,222	$800K	0.0%	-2.0%	0.001%
2/10/2025	Corient Private Wealth LLC	90,181	$1.31M	0.0%	-2.2%	0.001%
2/10/2025	Envestnet Portfolio Solutions Inc.	30,786	$446K	0.0%	+35.2%	0.000%
2/10/2025	Choate Investment Advisors	10,797	$156K	0.0%	N/A	0.000%
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2/10/2025	Natixis Advisors LLC	900,374	$13.05M	0.0%	+53.5%	0.014%
2/10/2025	Avantax Advisory Services Inc.	26,494	$384K	0.0%	+30.4%	0.000%
2/10/2025	Farther Finance Advisors LLC	10,946	$159K	0.0%	+7.5%	0.000%
2/10/2025	EverSource Wealth Advisors LLC	16,318	$236K	0.0%	+608.9%	0.000%
2/7/2025	Sequoia Financial Advisors LLC	85,120	$1.23M	0.0%	+2.5%	0.001%
2/7/2025	HighTower Advisors LLC	257,959	$3.74M	0.0%	+4.6%	0.004%
2/7/2025	Pzena Investment Management LLC	19,619	$284K	0.0%	+5.4%	0.000%
2/7/2025	Sage Mountain Advisors LLC	19,809	$287K	0.0%	+8.1%	0.000%
2/7/2025	Moran Wealth Management LLC	358,736	$5.20M	0.2%	+7.7%	0.005%
2/7/2025	Taika Capital LP	24,915	$361K	0.3%	N/A	0.000%

(Data available from 1/1/2016 forward)

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SMFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMFG shares?: During the previous two years, 320 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group. The most heavily invested institutionals were FMR LLC ($121.47M), Goldman Sachs Group Inc. ($106.80M), Clark Capital Management Group Inc. ($92.51M), Northern Trust Corp ($72.88M), Dimensional Fund Advisors LP ($42.02M), Cowen Investment Management LLC ($40.94M), and Wells Fargo & Company MN ($30.15M).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 277 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 ($2.91M), Northern Trust Corp ($2.22M), XY Capital Ltd ($1.50M), Capricorn Fund Managers Ltd ($1.40M), Clark Capital Management Group Inc. ($1.36M), Federated Hermes Inc. ($982.40K), and Boston Partners ($592.97K).

How much institutional buying is happening at Sumitomo Mitsui Financial Group?: Institutional investors have bought a total of 30,659,515 shares in the last 24 months. This purchase volume represents approximately $347.70M in transactions.
Which Sumitomo Mitsui Financial Group major shareholders have been selling company stock?: Of the 157 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), Wells Fargo & Company MN ($1.97M), Natixis Advisors L.P. ($1.62M), Arrowstreet Capital Limited Partnership ($1.34M), Cowen Investment Management LLC ($1.30M), and Invesco Ltd. ($1.02M).
How much institutional selling is happening at Sumitomo Mitsui Financial Group?: Institutional investors have sold a total of 23,759,101 shares in the last 24 months. This volume of shares sold represents approximately $252.36M in transactions.

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This page (NYSE:SMFG) was last updated on 3/26/2025 by MarketBeat.com Staff

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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

SMFG Institutional Buying and Selling by Quarter

Sumitomo Mitsui Financial Group Major Shareholders & Ownership History

SMFG Institutional Ownership - Frequently Asked Questions

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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Sumitomo Mitsui Financial Group (NYSE:SMFG)

SMFG Institutional Buying and Selling by Quarter

Sumitomo Mitsui Financial Group Major Shareholders & Ownership History

SMFG Institutional Ownership - Frequently Asked Questions

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