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 438 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
21,136,704
shares
|
$369 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,836,748
shares
|
$189 Million
0.02% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,829,429
shares
|
$119 Million
0.0% of portfolio
|
Q2 2024
Added 3.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,743,128
shares
|
$100 Million
0.01% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
4,143,124
shares
|
$72.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 36.43%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,886,033
shares
|
$50.4 Million
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
2,284,070
shares
|
$39.9 Million
0.05% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,132,384
shares
|
$37.3 Million
0.01% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,036,709
shares
|
$35.6 Million
0.02% of portfolio
|
Q3 2025
Added 16.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,995,065
shares
|
$34.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
1,524,435
shares
|
$26.6 Million
0.01% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,442,394
shares
|
$25.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
1,370,000
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,127,281
shares
|
$19.7 Million
0.05% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,085,388
shares
|
$19 Million
0.01% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,072,567
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
837,396
shares
|
$14.6 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
800,903
shares
|
$14 Million
0.24% of portfolio
|
Q3 2025
Added 165.38%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
786,865
shares
|
$13.8 Million
0.09% of portfolio
|
Q3 2025
Added 31.68%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
770,429
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Added 22.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
766,874
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
733,057
shares
|
$12.8 Million
1.12% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
712,878
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2025
Added 164.72%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
703,125
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 41.43%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
686,270
shares
|
$12 Million
1.6% of portfolio
|
Q3 2025
Added 35.66%
|
|