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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$13.12 +0.21 (+1.63%)
As of 04/14/2025 03:58 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)
195
Total
Institutional Inflows
(last 12 months)
$205.33M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$90.03M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Park Avenue Securities LLC194,976$3.01M0.0%+2.6%0.003%
4/14/2025Wedmont Private Capital17,160$265K0.0%+4.9%0.000%
4/14/2025UMB Bank n.a.25,280$391K0.0%-9.4%0.000%
4/14/2025Sivia Capital Partners LLC22,522$348K0.2%+9.4%0.000%
4/11/2025Vanguard Capital Wealth Advisors25,047$387K0.5%+18.0%0.000%
4/10/2025 Gilman Hill Asset Management LLC222,094$3.43M0.6%+6.5%0.003%
4/10/2025 Benson Investment Management Company Inc.355,750$5.50M2.4%-13.3%0.005%
4/10/2025 Financial Management Professionals Inc.2,404$37K0.0%+88.3%0.000%
4/9/2025 Merit Financial Group LLC13,695$212K0.0%N/A0.000%
4/9/2025 Anderson Hoagland & Co.831,857$12.86M1.6%-1.0%0.013%
4/8/2025 Rhumbline Advisers125,355$1.94M0.0%-25.8%0.002%
4/8/2025 Investors Research Corp57,654$891K0.2%-16.3%0.001%
4/8/2025 BTC Capital Management Inc.159,010$2.46M0.2%+4.2%0.002%
4/7/2025 Summit Global Investments104,297$1.61M0.1%+169.8%0.002%
4/3/2025 Versant Capital Management Inc32,827$508K0.1%+1,473.7%0.001%
2/28/2025Park Square Financial Group LLC2,355$34K0.0%N/A0.000%
2/27/2025Jefferies Financial Group Inc.18,311$265K0.0%+7.6%0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.31,434$455K0.1%-20.8%0.000%
2/26/2025Capital A Wealth Management LLC1,712$25K0.0%N/A0.000%
2/20/2025Forum Financial Management LP222,120$3.22M0.1%+15.0%0.003%
2/19/2025Parr Mcknight Wealth Management Group LLC242,101$3.51M0.5%N/A0.004%
2/18/2025Vise Technologies Inc.120,024$1.74M0.1%+73.0%0.002%
2/18/2025Vanguard Capital Wealth Advisors21,225$308K0.3%-41.9%0.000%
2/17/2025Vident Advisory LLC91,211$1.32M0.0%-5.5%0.001%
2/17/2025Westwood Holdings Group Inc.38,627$560K0.0%-9.7%0.001%
2/17/2025Silvercrest Asset Management Group LLC242,300$3.51M0.0%N/A0.004%
2/17/2025Quantinno Capital Management LP563,464$8.17M0.1%+3.2%0.009%
2/17/2025Millennium Management LLC94,329$1.37M0.0%+460.7%0.001%
2/17/2025Lazard Asset Management LLC38,901$563K0.0%-2.2%0.001%
2/17/2025Laird Norton Wetherby Wealth Management LLC161,470$2.34M0.1%-8.8%0.002%
2/17/2025Jefferies Financial Group Inc.18,311$265K0.0%+7.6%0.000%
2/17/2025Focus Partners Wealth12,995$195K0.0%+13.8%0.000%
2/17/2025Ellevest Inc.62,368$904K0.1%+9.9%0.001%
2/17/2025Ethic Inc.415,612$6.02M0.1%+12.6%0.006%
2/17/2025Clark Capital Management Group Inc.6,384,308$92.51M0.6%+26.9%0.098%
2/17/2025Cresset Asset Management LLC16,454$238K0.0%-91.0%0.000%
2/17/2025Cetera Investment Advisers221,322$3.21M0.0%+37.9%0.003%
2/17/2025Captrust Financial Advisors19,463$282K0.0%-55.8%0.000%
2/17/2025Bank of America Corp DE1,776,384$25.74M0.0%+7.9%0.027%
2/17/2025Ameriprise Financial Inc.195,436$2.83M0.0%-2.7%0.003%
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2/14/2025Mercer Global Advisors Inc. ADV185,418$2.69M0.0%-5.3%0.003%
2/14/2025Keel Point LLC15,467$224K0.0%-7.9%0.000%
2/14/2025AdvisorShares Investments LLC40,397$585K0.1%-12.8%0.001%
2/14/2025Lido Advisors LLC18,570$269K0.0%+8.7%0.000%
2/14/2025Northern Trust Corp5,029,497$72.88M0.0%+79.3%0.077%
2/14/2025Aquatic Capital Management LLC65,744$953K0.0%-6.1%0.001%
2/14/2025Coldstream Capital Management Inc.20,296$294K0.0%+36.0%0.000%
2/14/2025Integrated Wealth Concepts LLC33,116$480K0.0%+4.3%0.001%
2/14/2025Syon Capital LLC17,460$253K0.0%+55.2%0.000%
2/14/2025MGO One Seven LLC16,471$239K0.0%+48.1%0.000%
2/14/2025Hsbc Holdings PLC10,554$153K0.0%-30.9%0.000%
2/14/2025TD Waterhouse Canada Inc.3,099$45K0.0%+2,178.7%0.000%
2/14/2025MML Investors Services LLC84,102$1.22M0.0%+23.5%0.001%
2/14/2025Dimensional Fund Advisors LP2,899,574$42.02M0.0%+1.2%0.044%
2/14/2025First Trust Advisors LP309,458$4.48M0.0%N/A0.005%
2/14/2025Forum Financial Management LP222,120$3.22M0.1%+15.0%0.003%
2/14/2025GeoWealth Management LLC6,762$98K0.0%-22.3%0.000%
2/13/2025Evergreen Capital Management LLC69,143$1.00M0.0%+22.3%0.001%
2/13/2025United Capital Financial Advisors LLC86,733$1.26M0.0%+1.2%0.001%
2/13/2025Guggenheim Capital LLC19,090$277K0.0%+24.4%0.000%
2/13/2025Causeway Capital Management LLC13,348$193K0.0%-17.2%0.000%
2/13/2025Mariner LLC405,056$5.87M0.0%+2.1%0.006%
2/13/2025Barclays PLC4,000$58K0.0%-80.0%0.000%
2/13/2025Seeds Investor LLC25,299$367K0.1%+13.0%0.000%
2/13/2025Sagespring Wealth Partners LLC14,741$214K0.0%N/A0.000%
2/13/2025Townsquare Capital LLC82,485$1.20M0.0%+4.5%0.001%
2/13/2025Rockefeller Capital Management L.P.58,440$842K0.0%+4.4%0.001%
2/13/2025Bessemer Group Inc.1,929$28K0.0%+138.1%0.000%
2/13/2025Raymond James Financial Inc.109,419$1.59M0.0%N/A0.002%
2/13/2025Renaissance Technologies LLC1,610,670$23.34M0.0%-1.5%0.025%
2/13/2025Invesco Ltd.1,013,936$14.69M0.0%-25.2%0.016%
2/13/2025Bank of Montreal Can103,091$1.49M0.0%-3.5%0.002%
2/13/2025Cerity Partners LLC319,730$4.46M0.0%-9.4%0.005%
2/13/2025FMR LLC8,383,293$121.47M0.0%+16.5%0.128%
2/13/2025Federated Hermes Inc.181,591$2.63M0.0%-4.7%0.003%
2/13/2025Quadrant Capital Group LLC71,293$1.03M0.1%-1.7%0.001%
2/13/2025Russell Investments Group Ltd.64,817$939K0.0%-20.8%0.001%
2/13/2025Envestnet Asset Management Inc.1,803,684$26.14M0.0%+4.1%0.028%
2/13/2025Wells Fargo & Company MN2,080,805$30.15M0.0%-36.6%0.032%
2/12/2025Pitcairn Co.34,133$495K0.0%+2.6%0.001%
2/12/2025World Investment Advisors14,169$205K0.0%+27.9%0.000%
2/12/2025Huntington National Bank3,433$50K0.0%-29.9%0.000%
2/12/2025Te Ahumairangi Investment Management Ltd39,657$575K0.1%-54.4%0.001%
2/12/2025Massachusetts Financial Services Co. MA138,680$2.01M0.0%N/A0.002%
2/12/2025Franklin Resources Inc.492,268$7.13M0.0%-1.0%0.008%
2/12/2025O Shaughnessy Asset Management LLC594,358$8.61M0.1%-2.1%0.009%
2/12/2025Dorsey Wright & Associates178,245$2.58M0.6%-22.4%0.003%
2/12/2025Arrowstreet Capital Limited Partnership409,579$5.94M0.0%-76.6%0.006%
2/12/2025Transamerica Financial Advisors Inc.15,486$225K0.0%+23.0%0.000%
2/12/2025Ramirez Asset Management Inc.449,014$6.51M1.3%+3.2%0.007%
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The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we believe are in immediate danger.

There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K,
2/12/2025Orion Portfolio Solutions LLC100,885$1.46M0.0%+13.4%0.002%
2/12/2025JPMorgan Chase & Co.1,015,206$14.71M0.0%-25.9%0.016%
2/11/2025LPL Financial LLC324,992$4.71M0.0%+264.9%0.005%
2/11/2025Sei Investments Co.163,429$2.37M0.0%-5.7%0.002%
2/11/2025American Century Companies Inc.1,515,323$21.96M0.0%+4.9%0.023%
2/11/2025Quantbot Technologies LP9,004$130K0.0%-77.8%0.000%
2/11/2025 Summit Global Investments38,656$560K0.0%N/A0.001%
2/11/2025Boston Partners348,184$5.05M0.0%+134.4%0.005%
2/10/2025PDS Planning Inc43,241$627K0.1%-2.0%0.001%
2/10/2025William Blair Investment Management LLC225,195$3.26M0.0%-6.7%0.003%
(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, 323 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 279 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 30,764,496 shares in the last 24 months. This purchase volume represents approximately $349.63M in transactions.

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

Of the 159 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 23,808,890 shares in the last 24 months. This volume of shares sold represents approximately $253.86M in transactions.


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This page (NYSE:SMFG) was last updated on 4/15/2025 by MarketBeat.com Staff
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