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Sumitomo Mitsui Financial Group (SMFG) Institutional Ownership

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$12.53
+0.51 (+4.24%)
(As of 05/17/2024 ET)
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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)
175
Total
Institutional Inflows
(last 12 months)
$116.66M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$143.50M
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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
5/15/2024 Lazard Asset Management LLC39,411$463K0.0%-53.1%0.001%
5/14/2024 Advisors Asset Management Inc.40,312$474K0.0%+21.0%0.001%
5/14/2024 Pitcairn Co.32,280$380K0.0%N/A0.000%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund168,000$1.98M0.0%-8.7%0.003%
5/14/2024 Lake Street Advisors Group LLC58,265$686K0.0%+4.1%0.001%
5/13/2024 O Shaughnessy Asset Management LLC523,752$6.17M0.1%+19.9%0.008%
5/10/2024 Pinnacle Wealth Planning Services Inc.39,424$464K0.1%+4.8%0.001%
5/10/2024 Banco Santander S.A.43,000$506K0.0%N/A0.001%
5/9/2024 Forum Financial Management LP193,123$2.27M0.0%+2.3%0.003%
5/9/2024 Orion Portfolio Solutions LLC88,694$1.04M0.0%+3.5%0.001%
5/8/2024 Bleakley Financial Group LLC455,282$5.36M0.2%-2.7%0.007%
5/8/2024 US Bancorp DE258,358$3.04M0.0%-2.7%0.004%
5/8/2024 Russell Investments Group Ltd.25,753$303K0.0%+38.7%0.000%
5/8/2024 QRG Capital Management Inc.393,742$4.63M0.1%+35.8%0.006%
5/8/2024 Headlands Technologies LLC10,259$121K0.0%N/A0.000%
5/8/2024 Inspire Investing LLC10,151$119K0.0%N/A0.000%
5/8/2024 Inspire Advisors LLC58,974$694K0.1%+15.2%0.001%
5/7/2024 Sei Investments Co.120,000$1.41M0.0%-52.6%0.002%
5/7/2024 Atomi Financial Group Inc.46,047$542K0.0%+31.0%0.001%
5/7/2024 Capital Wealth Planning LLC235,566$2.77M0.0%+100.8%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.21,395$252K0.0%+28.7%0.000%
5/4/2024 Csenge Advisory Group17,201$202K0.0%N/A0.000%
5/4/2024 Richardson Financial Services Inc.2,490$29K0.0%N/A0.000%
5/3/2024 Signaturefd LLC200,781$2.36M0.0%+6.5%0.003%
5/3/2024 Catalina Capital Group LLC16,286$192K0.1%N/A0.000%
5/3/2024 Callan Capital LLC28,882$340K0.0%+102.8%0.000%
5/3/2024 Rehmann Capital Advisory Group13,586$160K0.0%-11.5%0.000%
5/3/2024 Chevy Chase Trust Holdings LLC36,926$435K0.0%-37.6%0.001%
5/2/2024 Wright Investors Service Inc.10,226$120K0.0%N/A0.000%
5/2/2024 PDS Planning Inc42,769$503K0.1%+3.9%0.001%
5/1/2024 Capstone Investment Advisors LLC22,036$259K0.0%N/A0.000%
5/1/2024 Mission Wealth Management LP67,207$791K0.0%-4.3%0.001%
5/1/2024 Sequoia Financial Advisors LLC86,812$1.02M0.0%+4.6%0.001%
5/1/2024 Diversify Advisory Services LLC53,971$617K0.0%N/A0.001%
4/30/2024 Norden Group LLC30,726$362K0.0%N/A0.000%
4/30/2024 HB Wealth Management LLC11,758$138K0.0%N/A0.000%
4/30/2024 Allspring Global Investments Holdings LLC18,796$221K0.0%+81.6%0.000%
4/29/2024 Onyx Bridge Wealth Group LLC10,000$112K0.0%N/A0.000%
4/26/2024 Yousif Capital Management LLC115,576$1.36M0.0%-2.0%0.002%
4/26/2024 Sage Rhino Capital LLC37,004$436K0.1%+2.8%0.001%
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4/25/2024 Lindbrook Capital LLC17,368$204K0.0%+7.3%0.000%
4/25/2024 Aaron Wealth Advisors LLC37,981$447K0.1%+68.3%0.001%
4/24/2024 Simplicity Wealth LLC455,282$5.36M0.1%N/A0.007%
4/23/2024 BSW Wealth Partners18,029$212K0.0%N/A0.000%
4/23/2024 Global Retirement Partners LLC6,338$75K0.0%+122.2%0.000%
4/23/2024 Gradient Investments LLC48,779$574K0.0%-7.5%0.001%
4/22/2024 Drive Wealth Management LLC20,416$240K0.1%+7.1%0.000%
4/19/2024 First Trust Direct Indexing L.P.302,246$3.56M0.3%-2.0%0.005%
4/19/2024 Norden Group LLC30,726$362K0.0%N/A0.000%
4/18/2024 Naviter Wealth LLC133,246$1.57M0.3%+15.2%0.002%
4/18/2024 Allspring Global Investments Holdings LLC18,796$221K0.0%+81.6%0.000%
4/18/2024 Claro Advisors LLC16,712$197K0.0%+6.0%0.000%
4/18/2024 BKM Wealth Management LLC53,010$624K0.3%+39.5%0.001%
4/16/2024 Vanguard Capital Wealth Advisors42,563$501K0.4%-17.8%0.001%
4/12/2024 Gilman Hill Asset Management LLC275,879$3.25M0.6%-31.5%0.004%
4/12/2024 Anderson Hoagland & Co.859,561$9.92M1.1%+3.5%0.013%
4/11/2024 Ballentine Partners LLC53,380$628K0.0%+15.1%0.001%
4/11/2024 First Affirmative Financial Network16,948$199K0.1%+9.4%0.000%
4/11/2024 Shilanski & Associates Inc.17,502$206K0.1%N/A0.000%
4/11/2024 BTC Capital Management Inc.183,885$2.16M0.2%N/A0.003%
4/10/2024 Park Avenue Securities LLC111,607$1.31M0.0%+125.5%0.002%
4/5/2024 CWM LLC15,715$185K0.0%+11.6%0.000%
3/27/2024 Nomura Holdings Inc.23,000$223K0.0%N/A0.000%
3/26/2024 HighPoint Advisor Group LLC11,924$115K0.0%N/A0.000%
3/22/2024 PNC Financial Services Group Inc.205,201$1.99M0.0%+4.3%0.003%
3/15/2024 VanderPol Investments L.L.C.13,342$129K0.4%N/A0.000%
3/13/2024 Sivia Capital Partners LLC20,915$202K0.1%N/A0.000%
3/5/2024 Fisher Asset Management LLC158,609$1.54M0.0%+717.2%0.002%
3/1/2024 Goldman Sachs Group Inc.11,033,220$106.80M0.0%-15.0%0.165%
2/26/2024Virtu Financial LLC20,281$196K0.0%N/A0.000%
2/21/2024 V Square Quantitative Management LLC30,575$296K0.1%N/A0.000%
2/15/2024 Georgetown University160,183$1.55M0.5%+1.5%0.002%
2/14/2024 Barometer Capital Management Inc.12,700$123K0.0%N/A0.000%
2/14/2024 Tiger Pacific Capital LP66,098$640K0.1%N/A0.001%
2/14/2024 Personal CFO Solutions LLC15,669$152K0.0%N/A0.000%
2/14/2024 Westwood Holdings Group Inc.47,843$463K0.0%-53.5%0.001%
2/14/2024 AdvisorShares Investments LLC51,300$497K0.1%N/A0.001%
2/13/2024 Morningstar Investment Services LLC166,304$1.60M0.0%+102.7%0.002%
2/13/2024 Crossmark Global Holdings Inc.428,920$4.15M0.1%+0.8%0.006%
2/13/2024 Lake Street Advisors Group LLC55,947$542K0.0%-2.1%0.001%
2/13/2024 Goldman Sachs Group Inc.11,033,220$106.80M0.0%-15.0%0.165%
2/13/2024 CIBC Asset Management Inc659,201$6.38M0.0%-6.7%0.010%
2/13/2024 Prudent Man Advisors LLC15,892$154K0.1%-16.0%0.000%
2/13/2024 Dorsey Wright & Associates213,699$2.07M0.6%N/A0.003%
2/12/2024 Eagle Asset Management Inc.75,825$734K0.0%-3.8%0.001%
2/12/2024 StoneX Group Inc.245,665$2.38M0.3%N/A0.004%
2/12/2024 Catalytic Wealth RIA LLC11,161$108K0.0%N/A0.000%
2/12/2024 Lockheed Martin Investment Management Co.164,050$1.59M0.1%N/A0.002%
2/12/2024 Parallel Advisors LLC40,961$397K0.0%-3.5%0.001%
2/9/2024 Eagle Global Advisors LLC210,000$2.03M0.1%+2.9%0.003%
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2/9/2024 Orion Portfolio Solutions LLC85,714$854K0.0%-72.8%0.001%
2/9/2024 US Bancorp DE265,458$2.57M0.0%+2.6%0.004%
2/9/2024 Franklin Resources Inc.586,662$5.68M0.0%-2.5%0.009%
2/9/2024 Corient Private Wealth LLC91,675$887K0.0%-8.7%0.001%
2/9/2024 Wells Fargo & Company MN4,270,062$41.33M0.0%-15.3%0.064%
2/9/2024 PNC Financial Services Group Inc.205,201$1.99M0.0%+4.3%0.003%
2/8/2024 Quadrant Capital Group LLC63,013$610K0.1%+5.4%0.001%
2/8/2024 Capital Wealth Planning LLC117,331$1.14M0.0%N/A0.002%
2/8/2024 Vanguard Personalized Indexing Management LLC132,513$1.28M0.0%+14.8%0.002%
2/8/2024 D Orazio & Associates Inc.10,172$98K0.0%N/A0.000%
(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, 271 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 ($68.57M), Wells Fargo & Company MN ($41.33M), Cowen Investment Management LLC ($40.94M), Northern Trust Corp ($34.24M), Invesco Ltd. ($31.42M), and Dimensional Fund Advisors LP ($27.10M).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 234 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: Marshall Wace LLP ($1.69M), XY Capital Ltd ($1.51M), Capricorn Fund Managers Ltd ($1.40M), FMR LLC ($1.37M), Dimensional Fund Advisors LP ($1.06M), Federated Hermes Inc. ($984.55K), and OLD Mission Capital LLC ($855.12K).

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

Institutional investors have bought a total of 25,066,088 shares in the last 24 months. This purchase volume represents approximately $210.86M in transactions.

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

Of the 134 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 ($3.21M), Cowen Investment Management LLC ($1.85M), Natixis Advisors L.P. ($1.65M), Renaissance Technologies LLC ($1.21M), Wells Fargo & Company MN ($1.08M), and Russell Investments Group Ltd. ($1.07M).

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

Institutional investors have sold a total of 25,101,529 shares in the last 24 months. This volume of shares sold represents approximately $216.53M in transactions.


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This page (NYSE:SMFG) was last updated on 5/19/2024 by MarketBeat.com Staff

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