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 389 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
35,085,766
shares
|
$503 Million
0.04% of portfolio
|
Q1 2025
Added 48.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
11,271,361
shares
|
$162 Million
0.03% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,829,429
shares
|
$98 Million
0.0% of portfolio
|
Q2 2024
Added 3.14%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,496,260
shares
|
$93.2 Million
0.75% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
5,188,817
shares
|
$74.5 Million
0.01% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,885,911
shares
|
$41.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,990,008
shares
|
$28.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,923,502
shares
|
$27.6 Million
0.01% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,840,609
shares
|
$26.4 Million
0.0% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,642,470
shares
|
$23.6 Million
0.04% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
1,605,115
shares
|
$23 Million
0.02% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
1,439,197
shares
|
$20.7 Million
0.04% of portfolio
|
Q1 2025
Added 59.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,189,540
shares
|
$17.1 Million
0.0% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
918,290
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
896,921
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Added 34.65%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
831,857
shares
|
$11.9 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
723,429
shares
|
$10.4 Million
0.07% of portfolio
|
Q1 2025
Added 28.39%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
665,949
shares
|
$9.56 Million
0.02% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
631,695
shares
|
$9.06 Million
0.08% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
579,277
shares
|
$8.31 Million
0.0% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
578,480
shares
|
$8.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
571,750
shares
|
$8.2 Million
0.0% of portfolio
|
Q1 2025
Added 211.02%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
571,547
shares
|
$8.2 Million
0.01% of portfolio
|
Q1 2025
Added 19.76%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
557,713
shares
|
$8 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
518,573
shares
|
$7.44 Million
0.08% of portfolio
|
Q1 2025
Added 19.92%
|