Sumitomo Mitsui Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 22.96 M | $453.43 M | 6.58% | 0.60% |
| FMR LLC | 05/15/2026 | 12.57 M | $248.25 M | 2.63% | 0.33% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 10.71 M | $211.48 M | -2.69% | 0.28% |
| BLACKROCK, INC. | 05/13/2026 | 7.68 M | $151.71 M | 7.32% | 0.20% |
| NORTHERN TRUST CORP | 05/14/2026 | 6.19 M | $122.25 M | 1.49% | 0.16% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 05/15/2026 | 3.78 M | $74.70 M | -7.88% | 0.10% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 3.20 M | $63.14 M | 94.11% | 0.08% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.09 M | $61.04 M | 7.59% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 3.01 M | $59.43 M | 28.42% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2026 | 2.30 M | $45.38 M | -24.07% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 2.20 M | $43.48 M | 6.95% | 0.06% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.16 M | $42.67 M | 0.41% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.85 M | $36.47 M | 20.90% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 1.75 M | $34.55 M | -9.11% | 0.05% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 05/01/2026 | 1.71 M | $33.80 M | 100.00% | 0.04% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 1.62 M | $31.91 M | 17.89% | 0.04% |
| CAPITAL WEALTH PLANNING, LLC | 05/15/2026 | 1.31 M | $25.79 M | 20.55% | 0.03% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 05/14/2026 | 1.27 M | $25.03 M | 7.64% | 0.03% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.24 M | $24.59 M | -5.60% | 0.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.09 M | $21.52 M | 22.98% | 0.03% |
| JPMORGAN CHASE & CO | 05/13/2026 | 918.32 K | $17.47 M | 29.15% | 0.02% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 854.60 K | $16.88 M | 16.04% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 845.22 K | $16.69 M | 31.09% | 0.02% |
| CREATIVE PLANNING | 05/12/2026 | 764.58 K | $15.10 M | 15.35% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 740.63 K | $14.63 M | 6.96% | 0.02% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 739.78 K | $14.61 M | 4.03% | 0.02% |
| ANDERSON HOAGLAND & CO | 04/07/2026 | 725.25 K | $14.32 M | -0.32% | 0.02% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 699.89 K | $13.82 M | 16.11% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 635.27 K | $12.55 M | -13.13% | 0.02% |
| INVESCO LTD. | 05/12/2026 | 623.04 K | $12.30 M | -37.91% | 0.02% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 590.65 K | $11.67 M | 1.08% | 0.02% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 575.26 K | $11.91 M | -5.68% | 0.02% |
| ALPHADYNE ASSET MANAGEMENT LP | 05/15/2026 | 568.90 K | $11.24 M | 100.00% | 0.01% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 559.79 K | $11.06 M | 5.08% | 0.01% |
| CERITY PARTNERS LLC | 05/15/2026 | 474.71 K | $9.38 M | 10.63% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 05/11/2026 | 474.68 K | $9.37 M | 2.54% | 0.01% |
| LPL FINANCIAL LLC | 05/06/2026 | 468.79 K | $9.26 M | 9.96% | 0.01% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 459.66 K | $9.08 M | 1,901.72% | 0.01% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 05/11/2026 | 457.58 K | $9.04 M | 0.86% | 0.01% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 452.86 K | $8.94 M | -0.86% | 0.01% |
| BOSTON PARTNERS | 05/11/2026 | 437.16 K | $8.65 M | -9.60% | 0.01% |
| MARINER, LLC | 05/13/2026 | 435.19 K | $8.59 M | 6.21% | 0.01% |
| SEI INVESTMENTS CO | 05/13/2026 | 431.72 K | $8.53 M | 2.99% | 0.01% |
| FEDERATED HERMES, INC. | 05/11/2026 | 412.87 K | $8.15 M | -24.10% | 0.01% |
| MORAN WEALTH MANAGEMENT, LLC | 04/27/2026 | 404.87 K | $8.00 M | 6.67% | 0.01% |
| RAMIREZ ASSET MANAGEMENT, INC. | 05/12/2026 | 402.81 K | $7.99 M | -43.32% | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 402.31 K | $7.91 M | 21.72% | 0.01% |
| ETHIC INC. | 04/27/2026 | 401.75 K | $7.93 M | 4.34% | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 366.52 K | $7.07 M | 4.24% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 04/27/2026 | 345.65 K | $6.83 M | 27.25% | 0.01% |
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Sumitomo Mitsui Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 588 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 22.96 M
FMR LLC: 12.57 M
GOLDMAN SACHS GROUP INC: 10.71 M
BlackRock, Inc.: 7.68 M
NORTHERN TRUST CORP: 6.19 M
Clark Capital Management Group, Inc.: 3.78 M
3.21% of Sumitomo Mitsui Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 173.99 M shares in the last 24 months. This purchase volume represents approximately $3.54 B in transactions.