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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

Sumitomo Mitsui Financial Group logo
$15.32 -0.31 (-1.95%)
Closing price 03:59 PM Eastern
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$15.54 +0.21 (+1.37%)
As of 07:41 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)
196
Total
Institutional Inflows
(last 12 months)
$209.20M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$108.42M
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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
2/20/2025 Forum Financial Management LP222,120$3.22M0.1%+15.0%0.003%
2/19/2025 Parr Mcknight Wealth Management Group LLC242,101$3.51M0.5%N/A0.004%
2/18/2025 Vise Technologies Inc.120,024$1.74M0.1%+73.0%0.002%
2/18/2025 Vanguard Capital Wealth Advisors21,225$308K0.3%-41.9%0.000%
2/17/2025 Vident Advisory LLC91,211$1.32M0.0%-5.5%0.001%
2/17/2025 Westwood Holdings Group Inc.38,627$560K0.0%-9.7%0.001%
2/17/2025 Silvercrest Asset Management Group LLC242,300$3.51M0.0%N/A0.004%
2/17/2025 Quantinno Capital Management LP563,464$8.17M0.1%+3.2%0.009%
2/17/2025 Millennium Management LLC94,329$1.37M0.0%+460.7%0.001%
2/17/2025 Lazard Asset Management LLC38,901$563K0.0%-2.2%0.001%
2/17/2025 Laird 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%
2/17/2025 Focus Partners Wealth12,995$195K0.0%+13.8%0.000%
2/17/2025 Ellevest Inc.62,368$904K0.1%+9.9%0.001%
2/17/2025 Ethic Inc.415,612$6.02M0.1%+12.6%0.006%
2/17/2025 Clark Capital Management Group Inc.6,384,308$92.51M0.6%+26.9%0.098%
2/17/2025 Cresset Asset Management LLC16,454$238K0.0%-91.0%0.000%
2/17/2025 Cetera Investment Advisers221,322$3.21M0.0%+37.9%0.003%
2/17/2025 Captrust Financial Advisors19,463$282K0.0%-55.8%0.000%
2/17/2025 Bank of America Corp DE1,776,384$25.74M0.0%+7.9%0.027%
2/17/2025 Ameriprise Financial Inc.195,436$2.83M0.0%-2.7%0.003%
2/14/2025 Mercer Global Advisors Inc. ADV185,418$2.69M0.0%-5.3%0.003%
2/14/2025 Keel Point LLC15,467$224K0.0%-7.9%0.000%
2/14/2025 AdvisorShares Investments LLC40,397$585K0.1%-12.8%0.001%
2/14/2025 Lido Advisors LLC18,570$269K0.0%+8.7%0.000%
2/14/2025 Northern Trust Corp5,029,497$72.88M0.0%+79.3%0.077%
2/14/2025 Aquatic Capital Management LLC65,744$953K0.0%-6.1%0.001%
2/14/2025 Coldstream Capital Management Inc.20,296$294K0.0%+36.0%0.000%
2/14/2025 Integrated Wealth Concepts LLC33,116$480K0.0%+4.3%0.001%
2/14/2025 Syon Capital LLC17,460$253K0.0%+55.2%0.000%
2/14/2025 MGO One Seven LLC16,471$239K0.0%+48.1%0.000%
2/14/2025 Hsbc Holdings PLC10,554$153K0.0%-30.9%0.000%
2/14/2025 TD Waterhouse Canada Inc.3,099$45K0.0%+2,178.7%0.000%
2/14/2025 MML Investors Services LLC84,102$1.22M0.0%+23.5%0.001%
2/14/2025 Dimensional Fund Advisors LP2,899,574$42.02M0.0%+1.2%0.044%
2/14/2025 First Trust Advisors LP309,458$4.48M0.0%N/A0.005%
2/14/2025 Forum Financial Management LP222,120$3.22M0.1%+15.0%0.003%
2/14/2025 GeoWealth Management LLC6,762$98K0.0%-22.3%0.000%
2/13/2025 Evergreen Capital Management LLC69,143$1.00M0.0%+22.3%0.001%
2/13/2025 United Capital Financial Advisors LLC86,733$1.26M0.0%+1.2%0.001%
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2/13/2025 Guggenheim Capital LLC19,090$277K0.0%+24.4%0.000%
2/13/2025 Causeway Capital Management LLC13,348$193K0.0%-17.2%0.000%
2/13/2025 Mariner LLC405,056$5.87M0.0%+2.1%0.006%
2/13/2025 Barclays PLC4,000$58K0.0%-80.0%0.000%
2/13/2025 Seeds Investor LLC25,299$367K0.1%+13.0%0.000%
2/13/2025 Sagespring Wealth Partners LLC14,741$214K0.0%N/A0.000%
2/13/2025 Townsquare Capital LLC82,485$1.20M0.0%+4.5%0.001%
2/13/2025 Rockefeller Capital Management L.P.58,440$842K0.0%+4.4%0.001%
2/13/2025 Bessemer Group Inc.1,929$28K0.0%+138.1%0.000%
2/13/2025 Raymond James Financial Inc.109,419$1.59M0.0%N/A0.002%
2/13/2025 Renaissance Technologies LLC1,610,670$23.34M0.0%-1.5%0.025%
2/13/2025 Invesco Ltd.1,013,936$14.69M0.0%-25.2%0.016%
2/13/2025 Bank of Montreal Can103,091$1.49M0.0%-3.5%0.002%
2/13/2025 Cerity Partners LLC319,730$4.46M0.0%-9.4%0.005%
2/13/2025 FMR LLC8,383,293$121.47M0.0%+16.5%0.128%
2/13/2025 Federated Hermes Inc.181,591$2.63M0.0%-4.7%0.003%
2/13/2025 Quadrant Capital Group LLC71,293$1.03M0.1%-1.7%0.001%
2/13/2025 Russell Investments Group Ltd.64,817$939K0.0%-20.8%0.001%
2/13/2025 Envestnet Asset Management Inc.1,803,684$26.14M0.0%+4.1%0.028%
2/13/2025 Wells Fargo & Company MN2,080,805$30.15M0.0%-36.6%0.032%
2/12/2025 Pitcairn Co.34,133$495K0.0%+2.6%0.001%
2/12/2025 World Investment Advisors14,169$205K0.0%+27.9%0.000%
2/12/2025 Huntington National Bank3,433$50K0.0%-29.9%0.000%
2/12/2025 Te Ahumairangi Investment Management Ltd39,657$575K0.1%-54.4%0.001%
2/12/2025 Massachusetts Financial Services Co. MA138,680$2.01M0.0%N/A0.002%
2/12/2025 Franklin Resources Inc.492,268$7.13M0.0%-1.0%0.008%
2/12/2025 O Shaughnessy Asset Management LLC594,358$8.61M0.1%-2.1%0.009%
2/12/2025 Dorsey Wright & Associates178,245$2.58M0.6%-22.4%0.003%
2/12/2025 Arrowstreet Capital Limited Partnership409,579$5.94M0.0%-76.6%0.006%
2/12/2025 Transamerica Financial Advisors Inc.15,486$225K0.0%+23.0%0.000%
2/12/2025 Ramirez Asset Management Inc.449,014$6.51M1.3%+3.2%0.007%
2/12/2025 Orion Portfolio Solutions LLC100,885$1.46M0.0%+13.4%0.002%
2/12/2025 JPMorgan Chase & Co.1,015,206$14.71M0.0%-25.9%0.016%
2/11/2025 LPL Financial LLC324,992$4.71M0.0%+264.9%0.005%
2/11/2025 Sei Investments Co.163,429$2.37M0.0%-5.7%0.002%
2/11/2025 American Century Companies Inc.1,515,323$21.96M0.0%+4.9%0.023%
2/11/2025 Quantbot Technologies LP9,004$130K0.0%-77.8%0.000%
2/11/2025 Summit Global Investments38,656$560K0.0%N/A0.001%
2/11/2025 Boston Partners348,184$5.05M0.0%+134.4%0.005%
2/10/2025 PDS Planning Inc43,241$627K0.1%-2.0%0.001%
2/10/2025 William Blair Investment Management LLC225,195$3.26M0.0%-6.7%0.003%
2/10/2025 Signaturefd LLC221,164$3.21M0.1%+3.7%0.003%
2/10/2025 Parallel Advisors LLC55,222$800K0.0%-2.0%0.001%
2/10/2025 Corient Private Wealth LLC90,181$1.31M0.0%-2.2%0.001%
2/10/2025 Envestnet Portfolio Solutions Inc.30,786$446K0.0%+35.2%0.000%
2/10/2025 Choate Investment Advisors10,797$156K0.0%N/A0.000%
2/10/2025 Natixis Advisors LLC900,374$13.05M0.0%+53.5%0.014%
2/10/2025 Avantax Advisory Services Inc.26,494$384K0.0%+30.4%0.000%
2/10/2025 Farther Finance Advisors LLC10,946$159K0.0%+7.5%0.000%
2/10/2025 EverSource Wealth Advisors LLC16,318$236K0.0%+608.9%0.000%
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2/7/2025 Sequoia Financial Advisors LLC85,120$1.23M0.0%+2.5%0.001%
2/7/2025 HighTower Advisors LLC257,959$3.74M0.0%+4.6%0.004%
2/7/2025 Pzena Investment Management LLC19,619$284K0.0%+5.4%0.000%
2/7/2025 Sage Mountain Advisors LLC19,809$287K0.0%+8.1%0.000%
2/7/2025 Moran Wealth Management LLC358,736$5.20M0.2%+7.7%0.005%
2/7/2025 Taika Capital LP24,915$361K0.3%N/A0.000%
2/7/2025 Naviter Wealth LLC142,816$2.07M0.2%+3.4%0.002%
2/7/2025 PNC Financial Services Group Inc.178,404$2.59M0.0%-1.8%0.003%
2/7/2025 Generali Investments CEE investicni spolecnost a.s.19,800$287K0.0%N/A0.000%
2/7/2025 Banco Santander S.A.35,990$521K0.0%-8.7%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, 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 275 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 30,654,158 shares in the last 24 months. This purchase volume represents approximately $347.63M 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 24,040,715 shares in the last 24 months. This volume of shares sold represents approximately $254.57M in transactions.


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This page (NYSE:SMFG) was last updated on 2/21/2025 by MarketBeat.com Staff
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