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 374 institutions that hold shares in the stock, with a total of 95.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
23,697,823
shares
|
$366 Million
0.02% of portfolio
|
Q4 2024
Added 45.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,217,749
shares
|
$173 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,829,429
shares
|
$106 Million
0.0% of portfolio
|
Q2 2024
Added 3.14%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,384,308
shares
|
$98.7 Million
0.67% of portfolio
|
Q4 2024
Added 26.95%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,029,497
shares
|
$77.8 Million
0.01% of portfolio
|
Q4 2024
Added 79.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,899,574
shares
|
$44.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,080,805
shares
|
$32.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.58%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,803,684
shares
|
$27.9 Million
0.01% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,776,384
shares
|
$27.5 Million
0.0% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,610,670
shares
|
$24.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
1,515,323
shares
|
$23.4 Million
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,015,206
shares
|
$15.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.89%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,013,936
shares
|
$15.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
900,374
shares
|
$13.9 Million
0.02% of portfolio
|
Q4 2024
Added 53.46%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
840,100
shares
|
$13 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
666,134
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 25.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
594,358
shares
|
$9.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
581,102
shares
|
$8.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
576,485
shares
|
$8.91 Million
0.01% of portfolio
|
Q4 2024
Added 76.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
563,464
shares
|
$8.71 Million
0.08% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
560,340
shares
|
$8.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
498,398
shares
|
$7.71 Million
0.13% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
492,268
shares
|
$7.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
482,783
shares
|
$7.46 Million
0.0% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
477,228
shares
|
$7.38 Million
0.01% of portfolio
|
Q4 2024
Added 26.76%
|