Sumitomo Mitsui Financial Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 21.54 M | $416.39 M | 1.91% | 0.56% |
| FMR LLC | 02/17/2026 | 12.25 M | $236.75 M | 13.70% | 0.32% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 11.00 M | $212.70 M | 1.54% | 0.29% |
| BLACKROCK, INC. | 02/12/2026 | 7.16 M | $138.36 M | 0.62% | 0.19% |
| NORTHERN TRUST CORP | 02/17/2026 | 6.10 M | $117.89 M | 6.20% | 0.16% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/17/2026 | 4.11 M | $79.37 M | -0.90% | 0.11% |
| CITADEL ADVISORS LLC | 02/17/2026 | 3.03 M | $58.50 M | -1.64% | 0.08% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.87 M | $55.53 M | -0.46% | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 2.34 M | $45.29 M | 15.04% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.15 M | $41.60 M | 0.92% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.06 M | $39.79 M | 3.17% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 1.92 M | $37.20 M | -15.74% | 0.05% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 1.65 M | $31.84 M | 8.04% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.53 M | $29.52 M | 5.88% | 0.04% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 1.37 M | $26.49 M | 21.58% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 1.32 M | $25.49 M | 1,246.60% | 0.03% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 02/13/2026 | 1.18 M | $22.76 M | 46.99% | 0.03% |
| CAPITAL WEALTH PLANNING, LLC | 02/11/2026 | 1.08 M | $21.07 M | 37.65% | 0.03% |
| INVESCO LTD. | 02/19/2026 | 1.00 M | $19.40 M | -6.44% | 0.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 886.13 K | $17.13 M | 15.02% | 0.02% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 736.47 K | $14.24 M | 14.46% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 731.26 K | $14.14 M | 96.65% | 0.02% |
| ANDERSON HOAGLAND & CO | 01/05/2026 | 727.58 K | $14.06 M | -0.75% | 0.02% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 711.13 K | $13.75 M | 3.58% | 0.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 711.07 K | $13.74 M | 32.31% | 0.02% |
| RAMIREZ ASSET MANAGEMENT, INC. | 02/11/2026 | 710.65 K | $13.74 M | 3.55% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 692.44 K | $13.38 M | 9.85% | 0.02% |
| CREATIVE PLANNING | 02/17/2026 | 662.82 K | $12.81 M | 18.10% | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 644.76 K | $12.46 M | 23.87% | 0.02% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 609.93 K | $11.86 M | -2.69% | 0.02% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 602.78 K | $11.65 M | -14.27% | 0.02% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 600.91 K | $11.62 M | -15.71% | 0.02% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 584.33 K | $11.29 M | 8.64% | 0.02% |
| FEDERATED HERMES, INC. | 02/12/2026 | 543.99 K | $10.52 M | 28.21% | 0.01% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 532.74 K | $10.30 M | 13.52% | 0.01% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 529.49 K | $10.23 M | -36.77% | 0.01% |
| BOSTON PARTNERS | 02/13/2026 | 483.56 K | $9.38 M | -6.65% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 02/03/2026 | 462.91 K | $8.95 M | -13.06% | 0.01% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 456.77 K | $8.83 M | 0.46% | 0.01% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2026 | 453.68 K | $8.77 M | -1.26% | 0.01% |
| CERITY PARTNERS LLC | 02/11/2026 | 429.10 K | $8.29 M | -4.91% | 0.01% |
| LPL FINANCIAL LLC | 02/11/2026 | 426.35 K | $8.24 M | 15.71% | 0.01% |
| CITADEL ADVISORS LLC | 02/17/2026 | 425.69 K | $8.23 M | 762.42% | 0.01% |
| SEI INVESTMENTS CO | 02/13/2026 | 419.20 K | $8.10 M | 15.38% | 0.01% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 410.47 K | $7.93 M | 293.54% | 0.01% |
| MARINER, LLC | 02/13/2026 | 409.76 K | $7.92 M | 1.92% | 0.01% |
| ETHIC INC. | 02/03/2026 | 385.02 K | $7.44 M | 2.14% | 0.01% |
| MORAN WEALTH MANAGEMENT, LLC | 01/26/2026 | 379.57 K | $7.34 M | 18.51% | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 351.61 K | $6.80 M | 18.62% | 0.01% |
| TORONTO DOMINION BANK | 02/17/2026 | 341.84 K | $6.61 M | -75.05% | 0.01% |
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Sumitomo Mitsui Financial Group Inc institutional Ownership - FAQ's
During the previous two years, 598 institutional investors and hedge funds held shares of Sumitomo Mitsui Financial Group Inc. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 3.2 M
ENVESTNET ASSET MANAGEMENT INC: 2.2 M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC: 1.71 M
Bank of New York Mellon Corp: 739,781
ANDERSON HOAGLAND & CO: 725,248
UBS Group AG: 635,267
3.01% of Sumitomo Mitsui Financial Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 173.51 M shares in the last 24 months. This purchase volume represents approximately $3.53 B in transactions.