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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$14.70 -0.04 (-0.24%)
As of 01/17/2025 03:59 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)
174
Total
Institutional Inflows
(last 12 months)
$114.93M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$103.97M
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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
1/17/2025 Simon Quick Advisors LLC11,228$163K0.0%N/A0.000%
1/17/2025 Atomi Financial Group Inc.72,066$1.04M0.1%+14.1%0.001%
1/16/2025 Crossmark Global Holdings Inc.498,398$7.22M0.1%+0.9%0.008%
1/16/2025 Ballentine Partners LLC61,583$892K0.0%+10.7%0.001%
1/16/2025 Diversify Wealth Management LLC61,077$863K0.1%+18.5%0.001%
1/16/2025 Gilman Hill Asset Management LLC208,594$3.02M0.5%+0.6%0.003%
1/16/2025 Clarius Group LLC10,264$149K0.0%-11.9%0.000%
1/15/2025 Aaron Wealth Advisors LLC54,137$784K0.1%+9.0%0.001%
1/15/2025 HB Wealth Management LLC12,444$180K0.0%-6.4%0.000%
1/15/2025 Ritholtz Wealth Management155,843$2.26M0.1%-6.9%0.002%
1/14/2025 Redhawk Wealth Advisors Inc.43,633$632K0.1%+30.1%0.001%
1/14/2025 Park Avenue Securities LLC190,094$2.75M0.0%+36.5%0.003%
1/14/2025 Rosenberg Matthew Hamilton3,827$55K0.0%-25.6%0.000%
1/13/2025 Aprio Wealth Management LLC14,256$207K0.0%+20.9%0.000%
1/10/2025 Bruce G. Allen Investments LLC5,445$79K0.1%+29.5%0.000%
1/3/2025 Versant Capital Management Inc2,086$30K0.0%N/A0.000%
12/26/2024JPMorgan Chase & Co.1,369,950$17.30M0.0%+60.6%0.021%
11/27/2024Franklin Resources Inc.497,165$6.54M0.0%+3.6%0.008%
11/25/2024Synovus Financial Corp15,754$199K0.0%N/A0.000%
11/25/2024Wilmington Savings Fund Society FSB11,341$143K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC11,079$140K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC28,248$357K0.0%+43.0%0.000%
11/21/2024Te Ahumairangi Investment Management Ltd86,951$1.09M0.2%+9.4%0.001%
11/20/2024Virtu Financial LLC22,069$279K0.0%N/A0.000%
11/18/2024Coldstream Capital Management Inc.14,925$189K0.0%N/A0.000%
11/15/2024M&T Bank Corp49,787$628K0.0%-7.3%0.001%
11/15/2024MML Investors Services LLC68,072$860K0.0%+8.1%0.001%
11/15/2024Dorsey Wright & Associates229,558$2.90M0.7%+11.7%0.004%
11/15/2024Jane Street Group LLC300,001$3.79M0.0%+20.9%0.005%
11/15/2024Stifel Financial Corp441,673$5.58M0.0%+0.2%0.007%
11/15/2024Quantinno Capital Management LP546,173$6.90M0.1%+23.5%0.008%
11/15/2024HighTower Advisors LLC246,596$3.13M0.0%-15.8%0.004%
11/15/2024Centiva Capital LP10,593$134K0.0%-26.0%0.000%
11/15/2024Chevy Chase Trust Holdings LLC36,122$456K0.0%-13.2%0.001%
11/14/2024Channing Global Advisors LLC12,895$163K0.1%-60.9%0.000%
11/14/2024Captrust Financial Advisors43,988$556K0.0%+10.3%0.001%
11/14/2024Rockefeller Capital Management L.P.55,963$705K0.0%+83.2%0.001%
11/13/2024Glenmede Trust Co. NA43,030$543K0.0%+6.8%0.001%
11/13/2024Townsquare Capital LLC78,954$997K0.0%+40.6%0.001%
11/13/2024Transamerica Financial Advisors Inc.12,589$159K0.0%+2,993.1%0.000%
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11/13/2024Quantbot Technologies LP40,631$513K0.0%N/A0.001%
11/13/2024FMR LLC7,193,840$90.86M0.0%+5.0%0.110%
11/13/2024Fisher Asset Management LLC188,540$2.38M0.0%+1.4%0.003%
11/12/2024Pekin Hardy Strauss Inc.100,600$1.27M0.2%+10.4%0.002%
11/12/2024Pitcairn Co.33,257$420K0.0%-7.7%0.001%
11/12/2024Cerity Partners LLC353,043$4.46M0.0%+31.7%0.005%
11/12/2024Eagle Asset Management Inc.63,718$891K0.0%+10.9%0.001%
11/12/2024Charles Schwab Investment Management Inc.405,921$5.13M0.0%+12.7%0.006%
11/8/2024Pzena Investment Management LLC18,615$235K0.0%-15.6%0.000%
11/8/2024Moran Wealth Management LLC333,233$4.21M0.1%-26.1%0.005%
11/8/2024Advisors Asset Management Inc.58,857$743K0.0%+13.8%0.001%
11/8/2024West Family Investments Inc.26,905$340K0.1%+4.7%0.000%
11/8/2024PNC Financial Services Group Inc.181,711$2.30M0.0%+3.3%0.003%
11/8/2024Wrapmanager Inc.13,418$169K0.0%-13.7%0.000%
11/7/2024Caprock Group LLC128,843$1.63M0.1%-3.7%0.002%
11/7/2024Pathstone Holdings LLC468,307$5.92M0.0%-0.2%0.007%
11/6/2024Natixis Advisors LLC586,732$7.41M0.0%-0.3%0.009%
11/6/2024CIBC Asset Management Inc485,342$6.05M0.0%-20.8%0.007%
11/5/2024Paradigm 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%
11/1/2024Atria Investments Inc52,072$658K0.0%-26.4%0.001%
11/1/2024Assetmark Inc.8,738$110K0.0%+23.6%0.000%
11/1/2024XY Capital Ltd92,052$1.16M0.4%-17.4%0.001%
10/30/2024QRG Capital Management Inc.424,680$5.36M0.1%-2.7%0.006%
10/29/2024BSW Wealth Partners17,645$223K0.0%-15.4%0.000%
10/29/2024Optas LLC14,249$180K0.0%N/A0.000%
10/29/2024Farther Finance Advisors LLC10,183$129K0.0%+11.0%0.000%
10/28/2024US Bancorp DE291,835$3.69M0.0%+7.8%0.004%
10/25/2024 Diversify Wealth Management LLC51,524$633K0.1%+5.3%0.001%
10/25/2024First Trust Direct Indexing L.P.305,204$3.86M0.2%-0.7%0.005%
10/25/2024Vanguard Capital Wealth Advisors36,541$462K0.5%-20.7%0.001%
10/25/2024 Diversify Advisory Services LLC16,102$204K0.0%-21.3%0.000%
10/24/2024Leuthold Group LLC309,329$3.91M0.4%N/A0.005%
10/23/2024Lake Street Advisors Group LLC54,183$684K0.0%+1.8%0.001%
10/23/2024Mount 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%
10/22/2024Private Advisor Group LLC24,273$307K0.0%+5.4%0.000%
10/22/2024Waldron Private Wealth LLC38,868$491K0.0%N/A0.001%
10/22/2024Signaturefd LLC213,353$2.70M0.1%+1.5%0.003%
10/22/2024Sequoia Financial Advisors LLC83,051$1.05M0.0%-4.5%0.001%
10/19/2024Allspring 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%
10/17/2024 Aaron Wealth Advisors LLC49,667$627K0.1%+19.3%0.001%
10/16/2024Bleakley Financial Group LLC17,466$221K0.0%-96.1%0.000%
10/16/2024Naviter 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%
10/11/2024Creative Planning376,490$4.76M0.0%+5.2%0.006%
10/11/2024 Redhawk Wealth Advisors Inc.33,537$424K0.1%N/A0.001%
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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%
10/10/2024First Affirmative Financial Network21,264$269K0.1%+10.4%0.000%
10/9/2024 Clarius Group LLC11,645$147K0.0%-15.7%0.000%
10/9/2024Capital 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%
10/8/2024Anderson 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%
(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, 292 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 248 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 24,635,478 shares in the last 24 months. This purchase volume represents approximately $242.04M in transactions.

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

Of the 149 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 22,478,498 shares in the last 24 months. This volume of shares sold represents approximately $214.42M in transactions.


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This page (NYSE:SMFG) was last updated on 1/20/2025 by MarketBeat.com Staff
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