Institutional Ownership Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG). We have compiled data on the 415 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
31,256,899
shares
|
$510 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
10,672,402
shares
|
$174 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,829,429
shares
|
$111 Million
0.0% of portfolio
|
Q2 2024
Added 3.14%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
6,517,672
shares
|
$106 Million
0.72% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,595,165
shares
|
$91.3 Million
0.01% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,877,011
shares
|
$46.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,302,411
shares
|
$37.6 Million
0.01% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
2,070,773
shares
|
$33.8 Million
0.04% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,017,709
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,921,712
shares
|
$31.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
1,742,585
shares
|
$28.4 Million
0.01% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,357,193
shares
|
$22.1 Million
0.01% of portfolio
|
Q2 2025
Added 137.38%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,200,502
shares
|
$19.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,189,540
shares
|
$19.4 Million
0.0% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
976,618
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2025
Added 2625.85%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
964,866
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
918,216
shares
|
$15 Million
0.06% of portfolio
|
Q2 2025
Added 26.93%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
788,850
shares
|
$12.9 Million
1.16% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
709,707
shares
|
$11.6 Million
0.01% of portfolio
|
Q2 2025
Added 606.21%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
649,227
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
631,310
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
623,557
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
600,355
shares
|
$9.79 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
597,575
shares
|
$9.75 Million
0.07% of portfolio
|
Q2 2025
Added 119.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
556,128
shares
|
$9.07 Million
0.02% of portfolio
|
Q2 2025
Added 859.37%
|