Sumitomo Mitsui Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 25.11 M | $592.15 M | 9.38% | 0.40% |
| FMR LLC | 08/13/2026 | 13.94 M | $328.64 M | 10.88% | 0.22% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 10.81 M | $255.01 M | 1.00% | 0.17% |
| BLACKROCK, INC. | 08/07/2026 | 7.85 M | $185.22 M | 2.26% | 0.12% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 6.29 M | $148.35 M | 96.79% | 0.10% |
| NORTHERN TRUST CORP | 08/13/2026 | 6.16 M | $145.22 M | -0.50% | 0.10% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 08/11/2026 | 3.83 M | $90.34 M | 1.29% | 0.06% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 3.49 M | $82.39 M | 16.12% | 0.06% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.14 M | $74.03 M | 1.58% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 2.26 M | $53.37 M | 2.83% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.15 M | $50.61 M | -0.67% | 0.03% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 2.14 M | $50.55 M | 32.66% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.78 M | $42.01 M | -3.50% | 0.03% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 07/23/2026 | 1.71 M | $40.31 M | -0.10% | 0.03% |
| CAPITAL WEALTH PLANNING, LLC | 08/14/2026 | 1.66 M | $39.14 M | 27.13% | 0.03% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.53 M | $36.18 M | 66.17% | 0.02% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.39 M | $32.84 M | 9.89% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.34 M | $31.61 M | 58.62% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.24 M | $29.34 M | 14.20% | 0.02% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.24 M | $29.34 M | 100.00% | 0.02% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.19 M | $28.12 M | 7,746.71% | 0.02% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.13 M | $26.63 M | -50.86% | 0.02% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 1.02 M | $24.14 M | -41.49% | 0.02% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 1.02 M | $24.11 M | 19.65% | 0.02% |
| CREATIVE PLANNING | 08/13/2026 | 883.66 K | $20.84 M | 15.57% | 0.01% |
| NATIXIS ADVISORS, L.P. | 08/14/2026 | 812.85 K | $19.17 M | 16.14% | 0.01% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 802.74 K | $18.93 M | 333.26% | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 791.56 K | $18.66 M | 6.88% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 781.16 K | $18.42 M | 5.59% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 765.36 K | $18.05 M | 201.45% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 733.54 K | $17.30 M | 15.47% | 0.01% |
| ANDERSON HOAGLAND & CO | 07/06/2026 | 717.02 K | $16.91 M | -1.13% | 0.01% |
| CCM INVESTMENT ADVISERS LLC | 08/12/2026 | 677.60 K | $15.98 M | 121.61% | 0.01% |
| INVESCO LTD. | 08/14/2026 | 628.29 K | $14.81 M | 0.84% | 0.01% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 597.09 K | $14.08 M | 1.09% | 0.01% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 570.63 K | $13.46 M | 1.94% | 0.01% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 540.27 K | $12.99 M | -6.08% | 0.01% |
| LPL FINANCIAL LLC | 08/07/2026 | 500.37 K | $11.80 M | 6.74% | 0.01% |
| CERITY PARTNERS LLC | 08/14/2026 | 493.96 K | $11.65 M | 4.06% | 0.01% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 486.15 K | $11.46 M | 1,100.93% | 0.01% |
| MARINER, LLC | 08/13/2026 | 478.70 K | $11.29 M | 10.00% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 07/16/2026 | 476.54 K | $11.24 M | 0.39% | 0.01% |
| BOSTON PARTNERS | 08/04/2026 | 468.25 K | $11.13 M | 7.11% | 0.01% |
| ETHIC INC. | 07/29/2026 | 461.57 K | $10.88 M | 14.89% | 0.01% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/12/2026 | 456.61 K | $10.77 M | -0.21% | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 450.63 K | $10.63 M | 12.01% | 0.01% |
| RAMIREZ ASSET MANAGEMENT, INC. | 08/13/2026 | 446.78 K | $10.54 M | 10.92% | 0.01% |
| SEI INVESTMENTS CO | 08/14/2026 | 439.63 K | $10.37 M | 1.83% | 0.01% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 437.16 K | $10.31 M | -3.47% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 436.30 K | $10.29 M | 100.00% | 0.01% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Sumitomo Mitsui Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 650 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 25.11 M
FMR LLC: 13.94 M
GOLDMAN SACHS GROUP INC: 10.81 M
BlackRock, Inc.: 7.85 M
Fisher Asset Management, LLC: 6.29 M
NORTHERN TRUST CORP: 6.16 M
2.13% of Sumitomo Mitsui Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 185.86 M shares in the last 24 months. This purchase volume represents approximately $3.78 B in transactions.