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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$16.75 +0.50 (+3.10%)
Closing price 03:59 PM Eastern
Extended Trading
$16.60 -0.15 (-0.88%)
As of 06:30 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 Polygon.io. 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)
233
Total
Institutional Inflows
(last 12 months)
$275.17M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$105.11M
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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
8/14/2025Cerity Partners LLC458,927$6.93M0.0%-2.0%0.007%
8/14/2025Federated Hermes Inc.253,494$3.83M0.0%+37.2%0.004%
8/13/2025Flow Traders U.S. LLC21,321$322K0.0%N/A0.000%
8/13/2025Cresset Asset Management LLC10,623$163K0.0%-30.8%0.000%
8/13/2025Walleye Capital LLC63,217$955K0.0%N/A0.001%
8/13/2025First Trust Advisors LP263,930$3.99M0.0%-9.0%0.004%
8/13/2025EverSource Wealth Advisors LLC32,122$485K0.0%+315.1%0.000%
8/13/2025Walleye Trading LLC20,507$310K0.0%N/A0.000%
8/13/2025Invesco Ltd.964,866$14.58M0.0%+5.1%0.015%
8/13/20251832 Asset Management L.P.63,295$956K0.0%-2.3%0.001%
8/13/2025Twin Peaks Wealth Advisors LLC2,064$34K0.0%N/A0.000%
8/13/2025Quantbot Technologies LP85,009$1.28M0.0%N/A0.001%
8/13/2025M&T Bank Corp57,867$875K0.0%+15.9%0.001%
8/13/2025Fisher Asset Management LLC1,357,193$20.51M0.0%+137.4%0.021%
8/13/2025West Family Investments Inc.24,011$363K0.1%+56.6%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.1,979$30K0.0%+163.2%0.000%
8/13/2025Elevation Point Wealth Partners LLC65,854$995K0.1%+2.6%0.001%
8/13/2025Quadrant Capital Group LLC277,252$4.19M0.2%-2.6%0.004%
8/13/2025Te Ahumairangi Investment Management Ltd22,657$342K0.1%-34.6%0.000%
8/13/2025Choreo LLC53,815$813K0.0%+4.6%0.001%
8/13/2025Russell Investments Group Ltd.99,889$1.51M0.0%+14.4%0.002%
8/12/2025 Boston Partners418,390$6.32M0.0%-0.7%0.006%
8/12/2025 Advisors Asset Management Inc.82,101$1.24M0.0%+22.1%0.001%
8/12/2025 XTX Topco Ltd69,842$1.06M0.0%N/A0.001%
8/12/2025 Summit Global Investments32,487$491K0.0%-68.9%0.001%
8/12/2025Jefferies Financial Group Inc.18,042$273K0.0%-5.0%0.000%
8/12/2025 Global Retirement Partners LLC29,254$442K0.0%N/A0.000%
8/12/2025 Coldstream Capital Management Inc.53,257$813K0.0%+155.0%0.001%
8/12/2025 American Century Companies Inc.1,742,585$26.33M0.0%+8.6%0.027%
8/12/2025 Rhumbline Advisers120,889$1.83M0.0%-3.6%0.002%
8/12/2025 AlphaCore Capital LLC15,912$240K0.0%N/A0.000%
8/12/2025 Franklin Resources Inc.116,965$1.77M0.0%+14.1%0.002%
8/12/2025 MAI Capital Management11,313$171K0.0%+4,973.1%0.000%
8/12/2025 Seeds Investor LLC24,092$364K0.1%-7.1%0.000%
8/12/2025 JPMorgan Chase & Co.1,190,566$17.99M0.0%+0.1%0.018%
8/12/2025 Personal CFO Solutions LLC16,214$245K0.0%+11.9%0.000%
8/12/2025 Westfield Capital Management Co. LP541,882$8.19M0.0%N/A0.008%
8/11/2025 Dorsey Wright & Associates97,309$1.47M0.3%-38.9%0.002%
8/11/2025 Cordatus Wealth Management LLC36,016$544K0.1%-2.3%0.001%
8/11/2025 Pinnacle Wealth Planning Services Inc.35,578$538K0.1%+10.3%0.001%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.

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8/11/2025 Dorsey & Whitney Trust CO LLC69,780$1.05M0.1%-7.5%0.001%
8/8/2025 Rockefeller Capital Management L.P.61,153$924K0.0%+17.2%0.001%
8/8/2025 Westwood Holdings Group Inc.36,940$558K0.0%-4.4%0.001%
8/8/2025 Cetera Investment Advisers282,078$4.26M0.0%+10.4%0.004%
8/8/2025 Creative Planning495,765$7.49M0.0%-13.3%0.008%
8/8/2025 Wrapmanager Inc.12,265$185K0.0%-8.1%0.000%
8/8/2025 D Orazio & Associates Inc.10,471$158K0.0%-5.7%0.000%
8/8/2025 Calamos Advisors LLC168,076$2.54M0.0%-49.4%0.003%
8/8/2025 Bailard Inc.28,246$427K0.0%+3.1%0.000%
8/8/2025 PNC Financial Services Group Inc.182,905$2.76M0.0%+3.0%0.003%
8/7/2025 Boston Partners418,390$6.32M0.0%-0.7%0.006%
8/7/2025 Vise Technologies Inc.146,090$2.21M0.1%N/A0.002%
8/7/2025 Allworth Financial LP2,753$42K0.0%+53.1%0.000%
8/7/2025 Campbell & CO Investment Adviser LLC100,790$1.52M0.1%N/A0.002%
8/6/2025 Prospera Financial Services Inc37,303$564K0.0%-3.4%0.001%
8/6/2025 Vestmark Advisory Solutions Inc.16,024$242K0.0%N/A0.000%
8/6/2025 Pekin Hardy Strauss Inc.93,850$1.42M0.2%-8.3%0.001%
8/6/2025 Savant Capital LLC25,117$380K0.0%+7.0%0.000%
8/6/2025 First Horizon Advisors Inc.7,727$117K0.0%+176.2%0.000%
8/5/2025 Ellevest Inc.42,356$640K0.1%-25.2%0.001%
8/5/2025 NewSquare Capital LLC2,029$31K0.0%+204.7%0.000%
8/5/2025 Bank of New York Mellon Corp638,408$9.65M0.0%-4.8%0.010%
8/5/2025 Bank of Montreal Can110,197$1.67M0.0%+3.8%0.002%
8/5/2025 Mission Wealth Management LP58,132$878K0.0%+3.3%0.001%
8/4/2025 Syverson Strege & Co18,660$282K0.1%N/A0.000%
8/4/2025 Haven Private LLC22,581$341K0.2%N/A0.000%
8/4/2025 Lockheed Martin Investment Management Co.76,000$1.15M0.0%-37.5%0.001%
8/4/2025 Earned Wealth Advisors LLC13,491$204K0.0%+32.9%0.000%
8/4/2025 Simon Quick Advisors LLC26,256$397K0.0%+35.8%0.000%
8/4/2025 AdvisorShares Investments LLC67,819$1.03M0.2%+18.5%0.001%
8/4/2025 Atria Investments Inc53,017$801K0.0%+11.5%0.001%
8/4/2025 Assetmark Inc.58,805$889K0.0%+92.2%0.001%
8/4/2025 Keybank National Association OH22,465$339K0.0%+13.6%0.000%
8/4/2025 Hantz Financial Services Inc.4,456$67K0.0%+1,323.6%0.000%
8/4/2025 World Investment Advisors14,000$212K0.0%-48.1%0.000%
8/1/2025 Bessemer Group Inc.1,837$28K0.0%-69.7%0.000%
8/1/2025 Envestnet Asset Management Inc.2,302,411$34.79M0.0%+19.7%0.036%
7/31/2025 Oppenheimer Asset Management Inc.17,686$267K0.0%N/A0.000%
7/31/2025 Sage Mountain Advisors LLC18,244$276K0.0%-7.9%0.000%
7/30/2025 RNC Capital Management LLC41,763$631K0.0%+13.5%0.001%
7/30/2025 Forum Financial Management LP209,587$3.17M0.0%-5.6%0.003%
7/30/2025 Ethic Inc.357,897$5.44M0.1%-8.9%0.006%
7/29/2025 Calamos Wealth Management LLC138,896$2.10M0.1%-20.6%0.002%
7/29/2025 William Blair Investment Management LLC131,226$1.98M0.0%-35.1%0.002%
7/29/2025 Werba Rubin Papier Wealth Management18,070$273K0.1%+5.0%0.000%
7/28/2025 Ritholtz Wealth Management127,335$1.92M0.0%-7.7%0.002%
7/28/2025 Sagespring Wealth Partners LLC25,123$380K0.0%+21.2%0.000%
7/28/2025 Naviter Wealth LLC151,031$2.28M0.3%+4.1%0.002%
7/28/2025 Moran Wealth Management LLC310,086$4.69M0.1%+2.8%0.005%
7/25/2025 Envestnet Portfolio Solutions Inc.11,613$175K0.0%-37.6%0.000%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.

You can watch it right here.
7/25/2025 Sequoia Financial Advisors LLC90,895$1.37M0.0%+2.7%0.001%
7/25/2025 Yousif Capital Management LLC75,449$1.14M0.0%+2.1%0.001%
7/25/2025 Pzena Investment Management LLC24,052$363K0.0%+8.7%0.000%
7/25/2025 Allspring Global Investments Holdings LLC649,227$9.80M0.0%-2.5%0.010%
7/25/2025 CWM LLC15,586$236K0.0%-6.7%0.000%
7/25/2025 Vanguard Personalized Indexing Management LLC251,199$3.80M0.0%+2.4%0.004%
7/25/2025 Apollon Wealth Management LLC13,807$209K0.0%+4.9%0.000%
7/25/2025 Natural Investments LLC14,446$218K0.1%N/A0.000%
7/24/2025 PDS Planning Inc47,050$711K0.1%+2.3%0.001%
7/24/2025 Blue Trust Inc.24,020$363K0.0%+37.8%0.000%
(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, 350 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group. The most heavily invested institutionals were Goldman Sachs Group Inc. ($174.26M), FMR LLC ($121.47M), Clark Capital Management Group Inc. ($100.43M), Northern Trust Corp ($80.22M), Dimensional Fund Advisors LP ($42.02M), Cowen Investment Management LLC ($40.94M), and Envestnet Asset Management Inc. ($34.79M).Learn more on Sumitomo Mitsui Financial Group's institutional investors.

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

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

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

Of the 315 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 ($2.38M), FMR LLC ($2.13M), Clark Capital Management Group Inc. ($1.47M), Fisher Asset Management LLC ($1.08M), Capricorn Fund Managers Ltd ($920.33K), Natixis Advisors LLC ($891.88K), and XY Capital Ltd ($875.46K).

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

Institutional investors have bought a total of 19,401,875 shares in the last 24 months. This purchase volume represents approximately $280.69M in transactions.

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

Of the 142 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: Arrowstreet Capital Limited Partnership ($1.34M), Wells Fargo & Company MN ($1.20M), CIBC Asset Management Inc ($455.24K), Invesco Ltd. ($437.31K), Bleakley Financial Group LLC ($432.99K), JPMorgan Chase & Co. ($354.74K), and Millennium Management LLC ($252.49K).

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

Institutional investors have sold a total of 7,306,281 shares in the last 24 months. This volume of shares sold represents approximately $105.45M in transactions.


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This page (NYSE:SMFG) was last updated on 8/14/2025 by MarketBeat.com Staff
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